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Dashboard Quadrant Maintenance

Security Dashboard Setup

There are multiple dashboards that can be added to be used in your dashboard Click on Add to def...

Updated 2 years ago by Malcolm

Reports

Security Report Security

The system has many reports broken down into categories. The main categories are as follows: ...

Updated 2 years ago by Malcolm

Dashboard Setup

Security Dashboard Setup

System Configuration> Security> Dashboard Setup Dashboards allow one to view information on scre...

Updated 2 years ago by Paige

Approval Levels

Security Approval Levels

System Configuration> Security> Approval Levels This is the setup for the flow of actions requir...

Updated 2 years ago by Paige

History Import

Security History Import

System Configuration>Security>History Import This feature has been discontinued. For Trial Bala...

Updated 2 years ago by Paige

Last Payment

Security System Recalculations

Use this utility to update Debtors and Creditors last payment date. This will update the tables ...

Updated 2 years ago by Paige

Due Date

Security System Recalculations

Use this utility to update all the debtors and creditors transaction with the due date. This wil...

Updated 2 years ago by Paige

Change Customer on Job

Security System Recalculations

Use this utility to change a wrong customer on a job to the correct customer . This will change ...

Updated 2 years ago by Paige

Merge Customers

Security System Recalculations

This utility allows you to merge customers. When somebody has duplicated a customer and has put ...

Updated 2 years ago by Paige

Posting queue reset

Security System Recalculations

Video training manual 2016 - Click Here  

Updated 2 years ago by Paige

System Recalculations

Security System Recalculations

System Configuration> Security> System Recalculations We run recalculations to eliminate errors ...

Updated 2 years ago by Paige

Report Security

Security Report Security

Video training manual 2016 - Click Here System Configuration> Security> Report Security This is...

Updated 2 years ago by Paige

Role Permissions

Security Security Role Permissions

Video training manual 2016 - Click Here System Configuration> Security> Role Permissions Role Pe...

Updated 2 years ago by Paige

Security Role Permissions

Security Security Role Permissions

System Configuration> Security> Role Permissions To create a new role permission, first select t...

Updated 2 years ago by Paige

Sorting menus in sequence

Security Favorites Maintenance

Enter on grid and change the sequence number that you want the favorites list to appear to the us...

Updated 2 years ago by Paige

Favorites Maintenance

Security Favorites Maintenance

Video training manual 2016 - Click Here System Configuration> Security> Favorites Maintenance T...

Updated 2 years ago by Paige

API Setup

Security API Setup

System Configuration>Security>API Setup The term API is an acronym for Application Programming I...

Updated 2 years ago by Malcolm

Manage Functions

ASCM - Administration Export Schedule

Add and Maintain Functions which are linked to the modules. This defines what is been exported. ...

Updated 2 years ago by Malcolm

Manage Modules

ASCM - Administration Export Schedule

Add Modules (Grouping of exports) Using groups helps define the exports, works well to define mo...

Updated 2 years ago by Malcolm

Email Schedule Maintenance

ASCM - Administration Email schedule setup

Setting up who receives the email Module Select the module Function Select the ...

Updated 2 years ago by Malcolm