End of Month Statement

1. End of Month Statement

2. Coding Transactions

3. Coding Transactions

4. Coding Transactions

5. Coding Transactions Here is another way to view items about this transaction.

6. Coding Transactions Edit the GL coding from here.

7. 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.

8. 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.

9. Online Guides

10. Creating New Users

11. Creating New Users

12. 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.

13. Moving a profile (increasing credit limit) Go to: Accounts>Spend Control Profiles

14. Moving a profile (increasing credit limit)

15. Moving a profile (increasing credit limit) Choose a name and reassign or add the account.

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