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Applications

 

         

 

 

Overview

The Financial applications allow you to manage your organization's financials in a powerful and flexible fashion. Pay your bills with Accounts Payable and track credit card usage. Manage your employees with Payroll. Use Bank Account Management to reconcile your bank statements. Utilize General Ledger to set up an account structure that fits your organization, track all of your funds, and run reports on your finances as a whole. These are just a few of the things you can do with your financial applications. See the information below for other information and customization.

 

This Help page contains the following sections:

Applications

Current Financial Settings

Keyboard Navigation

My Tasks

My Reports

Forgot Password or User Name

 

 

Applications

Hover over the Applications link on the Top menu and select which application you want to work in. Once you are in a specific application, the top menu changes to display the options that are available for that application.

 

Click on the Applications link on the Top menu to return to the Financials dashboard. There are specific Security Setup options and Utilities that can only be accessed from the Financials dashboard.

 

The Security Setup menu has the options to modify Account Rights Roles, Task Roles, or Users. The Utilities menu has options to for your main Organization page, Email Configuration, Lookups, Payment Providers, and Combine Duplicates.

 

 

Current Financial Settings

The Current Financial Settings allows you to change the current Company, Fiscal Year, Period, Bank Account, and Credit Card for your user within the program.

 

The current settings are used when performing most functions. Click the change link at the top right within any application to display the Current Financial Settings window. Make your selections using the drop-down lists and click the OK button to change the current settings or the Cancel link to return to the previous page.

 

 

Selecting a closed Fiscal Year as your current setting prohibits you from posting any transactions or entries until the setting is changed. 

 

Settings are stored on a per-user basis so each user can have their own current settings. You can change these settings at any time within any application.

 

 

Keyboard Navigation

Within the program there are different areas where you can use keyboard shortcuts.

 

Dates

For any date field within the program you can press "s" to display the calendar or "t" to insert the current date. You can also click the Calendar  icon (or press <Ctrl>+<Home>) to access the calendar. Once the calendar is on the screen, the following keyboard shortcuts are available:

 

Keyboard Shortcut

Function

Page Up

Move to the previous month

Page Down

Move to the next month

Ctrl+Page Up

Move to the previous year

Ctrl+Page Down

Move to the next year

Ctrl+Home

Move to the current month. Open the calendar if it is closed.

Ctrl+Left Arrow

Move to the previous day

Ctrl+Right Arrow

Move to the next day

Ctrl+Up Arrow

Move to the previous week

Ctrl+Down Arrow

Move to the next week

Enter

Select the focused date

Ctrl+End

Close the calendar and clear the field

Escape

Close the calendar without selecting a date

 

Tabs

On any page with multiple tabs you can use keyboard shortcuts for tab navigation. To do so, press <Alt> + the number of the tab to which you wish to navigate. This also sets the focus to the first item on that tab. For example, on the following page you can press <Alt>+<3> to access the notes tab and set the focus there:

 

 

 

My Tasks

My Tasks is a part of the right navigation panel that allows you to quickly navigate to areas of the program you access frequently. Click the Add To My Tasks link in any application to add that page to My Tasks.

 

 

The My Tasks area contains tasks from all applications. Click any task to go directly to that page. Click the Show/Hide Delete Icons  icon to display the Remove  icons by items in the list. Click a Remove  icon to be prompted to remove an item from the list.

 

 

My Reports

My Reports is a part of the right navigation panel that allows you to quickly navigate to reports you run frequently. Click the Add To My Reports link in any application to add that report page to My Reports.

 

 

The My Reports area contains reports from all applications. Click any report to go directly to that report page. Click the Show/Hide Delete Icons  icon to display the Remove  icons by items in the list. Click a Remove  icon to be prompted to remove an item from the list.

 

 

Forgot Password or User Name

The Reset Password function allows you to obtain a temporary password if you know your user name. Click the Forgot Password link on the dashboard. Enter the user name associated with your user account in the User Name field and click the Reset Password button. You can also click the Cancel link to return to the dashboard.

 

The email you receive contains a temporary password and a link back to your site. Click the link and enter your user name and temporary password in the fields provided. Once logged in, enter your Current Password and New Password. Confirm your new password in the Confirm New Password field and click the Update button.

 

The Retrieve User Name function allows you to obtain your user name. Click the Forgot User Name link on the dashboard. Enter the email address associated with your user account in the Email field and click the Retrieve User Name button. You can also click Cancel to return to the dashboard.

 

The email you receive contains your user name and a link back to your site.

 

Compiled on 6/22/2018 8:21:40 AM