Financial Management

Add Recurring Receipts
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
Adding a journal entry
Contents  [hide]  1 What This Process Does 2 Requirements 3 Add Journal Entries 4 Notes What This Process Does Creates journal entri...
Fri, 12 Nov, 2021 at 10:02 AM
Amend a Budget using Journal Entries
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
APPLY RECURRING JOURNAL ENTRIES SCREEN
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
Apply Recurring Receipt
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
Assign Expenditure Account Managers in RDA
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
Assign Revenue Account Managers in RDA
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
Attach a Document to a Journal Entry
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
Attach a Document to a Receipt
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
Attach Documents to Multiple Journal Entries / Receipts
What This Process Does This process allows the user to attach documents to multiple Journal Entries. Add A Document to Multiple Journal Entries ...
Wed, 30 Mar, 2022 at 8:26 AM