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Setup Files

Setup Files

Organization level records and settings including Offices and User Access Groups.

How to create custom codes label

Restrict Suppliers, Tax Codes, and WHT Codes to a Country

Report Setup

How to create Disclaimers at the Supplier level

How to create or edit a logo file

Add or Suppress Underlining on Estimates, Invoices and PO’s

Set Up Options

How to create a custom code list

Change an Accounting Period

Close the accounting month for specific transaction types and/or offices

How to use the Rounding Option on Scheduled Invoices

How to reassign approvals of own credit card claims to a supervisor

How to receive notifications on approval scenarios

How to reset expired CSI user credentials

How to enter a supplier invoice using total control

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User Access Groups

User access groups

Currencies

Multi-currency handling

How to define a client currency

How to define an office home currency

How to Create a New Currency

Consolidated Exchange Rates

Transacting in a foreign currency

FX Monthly Report Rates

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Tax Codes

How to set up tax codes

Withholding Tax Codes

Withholding tax code thresholds

How to create a Withholding Tax Code posting

How to create Withholding Tax Codes

Bank Feed

How to setup Bank Feeds for Australia and New Zealand

Custom Codes

Custom code lists page

How to delete a custom code list

Approval & Posting Settings

Sequential approvals

How to create sequential approvals for Supplier Invoices.

How to create sequential approvals for Weekly Timesheets

How to create sequential approvals for Client Job Invoices-Draft

How to create sequential approvals for Client Job Invoices-Final

How to create sequential approvals for Journals

How to create sequential approvals for Expense Claims

How to create sequential approvals for Credit Cards

Expense claim approval workflow

Credit card approval workflow

How to set up approval and posting settings for Expense and Credit Card claims

Approval & posting settings

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