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Last Updated: 03/31/2022
in Reporting Report Permissions When setting up permissions, this is the first place that you start. Application: Sign On > Report Folders 00-Not Allowed: Users do not have access to reporting 01- Allow: Users can access report folders but...
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Last Updated: 05/26/2022
in SignOn Add users and customize each role providing individual permissions and restrictions for specific tasks. Permissions: To maintain the security of a user, select the user and click permissions . Delete: If an individ...
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Top Menus Save: Saves the batch without posting it to the general ledger. If Using Approvals: Prior to Submission: Submit: Begins the approval process Send to Reviewer (if activated in Approval Type set-u...
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If your organization uses Forecast for budget revisions, you will need to manually setup the Forecast for the new year. The usual procedure is to copy the final budget for the new year into a Forecast column so that the original budget can be lo...
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Manages the process to create and print a payment batch or check run. New Batch: Creates a new payment batch. When this button is clicked you must tag which invoices are to be paid. Tag Invoices: For batches that are already create...
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Last Updated: 04/18/2022
in Training Guides Related Articles
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Displays all unposted invoice batches, with options to add, edit, delete, or import invoices. Once an invoice has been posted, if user permission allows, anything except the account and amount may be changed. The invoice summary informatio...
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Last Updated: 03/31/2022
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