Frequently Asked Questions!
How do I see descriptions of codes in enquiry screens?
How do I see descriptions of codes in enquiry screens?
How do I access field level help?
How do I access field level help?
How can I delete a payment run
How can I delete a payment run once it is created?
How do I stop over receipting of orders
To stop users over receiving orders - the following controls can be created.
Why has my transaction not appeared on the payment run?
This article will explain scenarios why transactions are not available for payment and how to resolve this issue.
How do I stop a user posting to a prior and future period
Prevent users from posting to historic or future periods and years during data entry.
How to copy and delete lines during data entry?
Can I copy and delete lines in data entry screens?
Prevent user posting to specific balance classes
When processing Journals in General Ledger, al users have access by default to all Balance Classes. Read this article to learn how to prevent groups of users having access to enter journals against certain balance class codes.
Download Templates
Did you know you can download data to a template? Take a look at this article to learn more.
Changing security access to a user
This article will explain how to change a users security access.
Out of office
The purpose of this screen is to allow you to set up a temporary re-direction of Business Event Manager notifications (BEM) from Financials to someone else in the organisation.
How do I give a user read only access?
We are commonly asked how a user can have read only access to Financials. To do this you need to add the ENQUIRY ONLY security group to their user id.
De-allocate and an AP Payment
This article will explain how to Deallocate an Accounts Payable Invoice from a payment that was allocated incorrectly.
Can I run a report to view security groups against my users?
To generate a report on the security groups attached to each user, you can use the User Security Groups report. This report will provide a list of all users and their associated security groups.
