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Learn, Create, Report
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PostPosted: Mon Feb 11, 2019 11:34 am 
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Joined: Tue Dec 10, 2013 3:27 pm
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Client General Overview

Attachment:
GeneralOverviewVersion7.1.12Final.pdf [1.06 MiB]
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Please note these instructions apply to version 7.1
Instructions include:

-Creating Interactive Reports, Creative Graphs, Creating Packets, Creating Dashboards
-Maintaining Financial, Maintaining GL Balance
-Import Financial Data
-Remove Trial Balance
-Currency Conversions
-Account Mapping
-Maintain Budget Balances
-Report Conversion
-Import or Export Report
-Scheduled Reports Listing
-Admin Setup including Database Connections, Activation Codes, Connection Setup
-Sphere Setup
-Change Password
-Function Manager
-Financial Setup Account Currency
-Column Setup
-Filters
-Virtual Account Mapping
-Modify TB COA


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