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Merge Vendors
Records > Vendors
Video Tutorial
Click the play button below for a video tutorial. This tutorial is about 5 minutes long. Written instructions are below the video.
NOTE: If viewin...
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Last Updated: 02/21/2023
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Object Types
Settings > Object Tracking > Object Types
The process to create an object is:
Create the Object Type ( Settings > Object Tracking > Object Type )
Define the Object Divisions ( Settings > Object Tr...
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General Settings
Settings > General Settings > Company Information
Company Information: This information may be used throughout the system wherever heading and address info is needed.
Enable system logs: If the box ...
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I mport Accounts
Records > Accounts > New/Import
You can create new accounts by importing from an external list. To add the account number to an Excel, CSV, or text file, you simply need to specify the number.
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Last Updated: 01/02/2025
in Fund Accounting Miscellaneous Delete Batch
Daily > Browse Batch
This option allows you to delete an entire batch already posted. It requires permission to Delete the batch under Users > Permissions and should only be given to an administrator.
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Last Updated: 02/21/2023
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Actuals/Budget Multi-Account Entry Screen
Budgets > Actuals / Budget Multi-Account Entry Screen
Video Tutorial
Click the play button below for a video tutorial. This tutorial is about 8 minutes long. Written i...
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Last Updated: 01/03/2025
in Training Guides Budget
Budget Setup - Budget Component Format Examples
Budget Format: Demo SGA 1 – Payroll – Monthly – with Cola and Merit
Hourly wages with preset merit increases and checkboxes for various benefits. In...
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Post A/P Batch Daily > A/P Invoice Batch List > Double Click a Batch > Check a Batch > Click Post
An invoice must be posted before it can be paid or viewed in the vendor’s transaction history. Invoices can be posted at any time...