Articles
Edit Batch
Path : Tools > Edit Batch To browse a batch in the system, there are two options: If you know the batch# to browse, you may go to Tools > Browse Batch. Another way to browse any batch in the system is from a transaction bro...
Delete Batch
This allows you to delete an entire batch that has already been posted. This option requires user menu permission Delete batch under SignOn > Permissions, and should only be given to an administrator. This option is helpful if an ent...
Sign Control
Menu option Setup > Account Structure > Categories defines whether an account number is an asset, liability, income, expense, etc. Amounts are normally displayed as positive (user friendly) for the type of account, unless it is a reversal ...
User Preferences
Allows the user to set a few personal preferences. Menu option is Tools>User Preferences. __________________________________________________________________________________________________________________ General Office Status:...
Favorites
A user can create his own favorites menu with links to any SGA window, including a specific report, a file, or url. These favorites are shown in alphabetic order and can be organized into folders. To customize your favorites go to the Favorites ...
Email Attachment Import
Email Attachment Import Path : Tools > Email Attachment Import. How does it work? You can have an email for your organization that is perhaps named AP@yourCompany.org or AccountsPayable@yourCompany.org...
Search Attachments
Search Attachments Menu option Tools > Search Attachments displays a list of attachments in the system, with the ability to export the original document that was attached. The screen allows various filter ability at the top of the screen...
Attachment Limit
Keeping attachment file sizes to a minimum is important to preserve system performance and speed. Some general guidelines that will help reduce the size of attachments include the following: When scanning documents, scan them in black an...