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Menu option is under Records > Accounts > New. This allows you to auto-generate new G/L accounts by cloning another selection or range of accounts. Accounts: Click the Accounts button and enter the selection or range of accounts to clone ...
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Menu option is under Records > Accounts > New. This allows you to add multiple accounts at once. Select all account divisions that you wish to add and every combination of account# will be created. It is suggested to always first click the Pr...
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New Add a Single Account: Enter each part of the G/L account number (or click the Search icon to select). The description will be displayed to the right of the each part. If you are adding a new account segment, you may enter the...
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Last Updated: 04/21/2022
in Reporting Lists Lists give the ability to run multiple reports at one time. General Tab Descriptions This is not required and is an information field only. This is for the user to write a description of the list. Output Methods ...
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Welcome Email The Vendor will receive an email stating their account has been provisioned for use. This will include a link to the Vendor Portal URL, their username, and generated temporary password. __________________________________________...
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Last Updated: 04/19/2022
in Fund Accounting Miscellaneous 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 browse screen,...
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Path: Tools > Vendor Uploaded Invoices This is specifically related to the optional vendor portal application and houses any invoices uploaded through the site. This is intended to be used if an organization elects to use the vendor portal, ...
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Path: Tools > Update General Ledger Menu option Update General Ledger does not need to be run routinely, but is a tool available to recalculate account balances if ever they are out of sync with the total actual transactions. This process...
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Last Updated: 04/19/2022
in Fund Accounting Miscellaneous 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, a...
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Last Updated: 04/18/2022
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