We know there’s a lot to remember and have you covered! The following documents will help guide you through your next steps.
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Document Title |
Topics Covered |
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Identify user and branch |
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Navigate functions and fields |
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Search for records |
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Build instant reports |
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Sort and filter data |
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Export reports to Excel |
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Summarize and validate A/R data |
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Summarize and validate A/P data |
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Summarize and validate Inventory data |
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Accounts Receivable functions and reports |
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Accounts Payable functions and reports |
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General Ledger functions and reports |
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Bank Reconciliation |
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