Financial Management
Click the steps below to begin setting up your recurring receipts. Step 1: Find the Recurring ID Browse Screen Step 2: Add a Recurring ID and Review ...
Wed, 22 Jun, 2022 at 8:03 AM
Contents [hide] 1 What This Process Does 2 Requirements 3 Add Journal Entries 4 Notes What This Process Does Creates journal entri...
Tue, 6 May, 2025 at 11:45 AM
Adjust a budget by creating a Journal Entry selecting: Journal ID ORIGINAL BUDGET, if you are changing the original budget Journal ID AME...
Wed, 19 Nov, 2025 at 6:30 PM
What this process does Amends budgeted amounts in Account Year Maintain Master Creates journal entries for the selected fiscal year and selected Journ...
Thu, 10 Feb, 2022 at 2:15 PM
What This Process Does The Apply Recurring Journal Entry process uses the Recurring Journal Entry Templates to create actual Journal Entries to be proc...
Mon, 18 Jul, 2022 at 9:09 AM
What This Process Does The Apply Recurring Receipt process uses the Recurring Receipt Templates to create actual receipts to be processed. Require...
Mon, 18 Jul, 2022 at 9:25 AM
What This Process Shows This process allows for account codes to be assigned to a specific account manager based on either: Reference Type Account Di...
Thu, 10 Feb, 2022 at 2:16 PM
What This Screen Shows This process allows for account codes to be assigned to a specific account manager based on either: Reference Type Account Dim...
Thu, 10 Feb, 2022 at 2:16 PM
What This Process Does This process allows you to a attach a scanned document to a journal entry. (F.A.S.T Level 3 is required) Attaching a Docu...
Thu, 10 Feb, 2022 at 2:18 PM
What This Process Does This process allows you to a attach a scanned document to a receipt. (F.A.S.T Level 3 is required) Attaching a Document to ...
Thu, 10 Feb, 2022 at 2:17 PM