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Setup Files
Organization level records and settings including Offices and User Access Groups.
Report Setup
Set Up Options
- 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
- Close the accounting month for specific transaction types and/or offices
- Change an Accounting Period
- How to create a custom code list
User Access Groups
Currencies
Tax Codes
Withholding Tax Codes
Bank Feed
Custom Codes
Approval & Posting Settings
- Expense claim approval workflow
- Sequential approvals
- Credit card approval workflow
- How to create sequential approvals for Supplier Invoices.
- How to set up approval and posting settings for Expense and Credit Card claims
- Approval & posting settings
- How to create sequential approvals for Expense Claims
- How to create sequential approvals for Client Job Invoices-Draft
- How to create sequential approvals for Estimates
- How to create sequential approvals for Credit Cards
- How to create sequential approvals for Client Job Invoices-Final
- How to create sequential approvals for Weekly Timesheets
- How to create sequential approvals for Journals