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Forecast Entry Video Tutorial Click the play button below for a video tutorial. This tutorial is about 19 minutes long. NOTE: If viewing from the right-side screen, to open the video on a larger screen, use the "Open in full s...
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Update Monthly Balances
Tools > Update Monthly Balances
Update Monthly Balances reloads the database tables utilized by the Financial Statement Report Writer with transaction totals for all accounts. This process will...
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Purchase Order Options
Settings > Purchase Order
Purchase Order General Options
Settings > Purchase Order > General Options
Use Purchase Order: Activates menus for Purchasing.
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Budget Types
Settings > Budgeting > Types
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 vie...
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Last Updated: 01/13/2025
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Dashboards
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Dashboards work with user account restrictions.
For example, a graph of total revenue will show the CFO user the total corporate revenue, while a youth sports director viewing ...
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Filter Accounts/Object Ranges Records > Accounts
The Accounts screen will typically display all accounts the user has permission to access. The Filter button allows the user to temporarily limit the accounts shown o...
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Capture Templates
Capture templates instruct your accounting system on how to extract information from documents and what to do with it once extracted. Want to have all invoices vendor-driven to specific general ledger accounts? Should al...
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Approval Groups
Settings > Document Approval > Approval Group
This screen allows you to set up settings for document approval. To learn more about these settings, use the topics below.
Main Menu Buttons
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Object Tracking Overview The object tracking system is designed to allow the assignment of a unique identifier to transaction activity for any defined object (jobs, projects, special events, etc.) for reporting purposes. The process to c...
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Last Updated: 02/21/2023
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