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Last Updated: 07/07/2022
in Reporting Dashboards Overview 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 the same graph will see only the...
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This is the main browse of account information, including balances and other various data. Options Search: Determines what to order by and search by. Status: Select if you wish to see all active or inactive accounts. View: This allows...
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Last Updated: 06/29/2022
in Reporting The following report is created with Custom totals. Columns are created for the items that you wish to include. These columns will remain un-hidden. Following the items that represent the columns to be shown, the same columns are defined aga...
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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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Displays transactions for an account with a specified period and date range. The present balance is displayed at the bottom. Period: The fiscal accounting period the transaction was recorded. Month/Year: The calendar accounting per...
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Adding Template Pages: To add template pages complete the following steps: Access the Digital Invoice Templates page by clicking Setup > Digital Invoice Templates from the menu bar. Highlight the Master Template. Click “Edit”...
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Last Updated: 05/31/2022
in Training Guides Adding a User: Sign-On > Users Click A pop-up menu will appear. You will access three tabs: General, Password, and Member Of. General Tab Name: This will be the user’s system username. Full Name: Full Name and Descripti...
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This screen shows a listing of all purchase orders. Change the filters to find the PO’s you want to see. By default it shows all unposted purchase orders. Buttons will be activated based on where you fall in the approval table process. ...
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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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Last Updated: 05/26/2022
in SignOn Options Two-Factor Authentication (2FA). SGA 2FA brings an added level of security by requiring two methods to verify identity. SGA 2FA requires that users not only know their user name and password but also have access to an email account or SMS enabled...