End of Month Statement

Coding Transactions

Coding Transactions

Coding Transactions

Coding Transactions

Here is another way to view items about this transaction.

Coding Transactions

Edit the GL coding from here.

Coding Transactions

The object code is incorrect, as we can see by the red X. By clicking on the magnifying glass we can see what object codes are correct and a definition of the codes.

Moving Columns

You can change the columns to see what information you want to. You can also rearrange them by simply clicking and dragging the column. Completely customizable.

Online Guides

Creating New Users

Creating New Users

Creating New Users

Pick the group to add the new user to and then fill out the below information. This requires the same information as the old software.

Moving a profile (increasing credit limit)

Go to: Accounts>Spend Control Profiles

Moving a profile (increasing credit limit)

Moving a profile (increasing credit limit)

Choose a name and reassign or add the account.

Administrator tips

Go to Administration>Organization> Users to find the Actions tab to reset passwords or send the User information.