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GL Category

AGL Configuration GL Category Menu

General Ledger>Configuration>GL Category Search Setting up GL categories for reporting in the sy...

Updated 1 year ago by Paige

Add Financial Year

ASCM - Administration Financial Periods

Systems Configuration > Administration> Financial Periods Setup Click Add and fill in the inform...

Updated 1 year ago by Paige

Client Information

Client Client Info

Security setup Video Training Manual 2016 - Click Here Search and read information on a custome...

Updated 1 year ago by Otsile

Drag and Drop Process

Attachments

The system allows multiple attachments to be uploaded via the Drag & Drop function. This works w...

Updated 1 year ago by Otsile

Drag and Drop on Attachment

Attachments

You can now drag and drop any document into this open space to upload an attachment. You can cli...

Updated 1 year ago by Otsile

Attachment and Linkit (hyper links)

Attachments

Attachment Grid Access The system allows for attachments and hyperlinks to be added to documents...

Updated 1 year ago by Otsile

Cannot View an Attachment

Attachments

If you cannot open an attachment, it can be due to several reasons. If your original file which ...

Updated 1 year ago by Otsile

Attachment Naming

Attachments

The system now allows for all attachments that are uploaded and saved into the Huge software to b...

Updated 1 year ago by Otsile

Debtors Interest Search

BDM Activity Debtors Interest Transaction Menu

Search all interest batches Interest will only run on debtors that have been flagged with an int...

Updated 1 year ago by Otsile

Fixed Assets Item Setup

BAT Activity Asset Tracker Search

Creating a Fixed Asset from the Inventory Module   Inventory Module> Configuration> Item Setup ...

Updated 1 year ago by Otsile

Fixed Asset Depreciation Setup

BAT Activity Asset Tracker Search

Depreciation Transactions Depreciation transactions require the following setup: Financia...

Updated 1 year ago by Otsile

Asset Management Item Setup

BAT Activity Asset Tracker Search

Default Setting for Fixed Assets Before creating a Fixed Asset for Asset Management it is nece...

Updated 1 year ago by Otsile

Bankit - Adding a Manual Rule

BGL Activity BankIt Menu

When using the "Allied Intelligence To Statement Data" and you see that one has been incorrectly ...

Updated 1 year ago by Pamela

New Purchase Order

Financial Purchase Order

To capture a new purchase order, Click on the Plus + button Then add general Details Supp...

Updated 1 year ago by Otsile

Approvals

Financial Approvals

The approvals menu is used to approve purchase orders and expenses If your menu items are groupe...

Updated 1 year ago by Otsile

Teamviewer Download for Support

Trouble Shooting

To allow the support consultants to assist you, you can go to the website to download a TeamViewe...

Updated 1 year ago by Malcolm

Forecast Report

Other Reports Inventory Reports

Updated 1 year ago by Otsile

Add Expense Setup

AGL Configuration Expense Setup Menu

To add a new expense setup go to General Ledger> Configuration> Expense Setup First, you need t...

Updated 1 year ago by Otsile

Expenses Process

BCR Activity Expenses Menu

The expenses function allows you to process claims for reimbursement Benefits of Expenses: Ac...

Updated 1 year ago by Otsile

Expenses

BGL Activity Expenses Menu

The expenses function allows you to process claims for reimbursement Benefits of Expenses: Ac...

Updated 1 year ago by Otsile