In this guide, we will show you how to cancel a Purchase Order within the Finance Module. Access: The minimum permissions required to cancel a Purchase Order are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: In order to Cancel a Purchase Order the Purchase Order should not be at the Delivered or Partly Delivered Status….
In this guide, we will show you how to reverse a Central Payment or Receipt. Access: The minimum permissions required to complete the Central Payments and Receipts are found in the Finance Module of Config>Setup>Roles & Permissions. Related guides: To begin, go to Module>Finance>Routines>Central Payments & Receipts Click +Add Payment to record a reversal of a Central Payment. Complete the details of the Payment,…
In this guide, we will show you how to add a new Delivery Note within the Finance Module. Access: The minimum permissions required to create a new Delivery Note are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: In order to create a new Delivery Note the Supplier must be marked to Process Delivery Notes For Supplier in the…
In this guide, we will show you how to: Allocate Funding in Fund Allocation Access: The minimum permissions required to complete the Fund Allocation are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: In order to complete Fund Allocation the required Financial Year must be set up and opened. Related Guides: To begin, go to Module>Finance>Budgeting>Fund Allocation The Fund Allocation…
In this guide, we will show you how to add a Budget Scenario. Access: The minimum permissions required to add a Budget Scenario are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: In order to add a Budget Scenario a Financial Year must be set up. Related Guides: To begin, go to Module>Finance>Budgeting>Scenarios Click + New Complete the…
In this guide, we will show you how to Import a Budget into Cost Centre Allocation. Access: The minimum permissions required to complete the Budget Import are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: In order to Import a Budget into Cost Centre Allocation the required Financial Year must be set up and opened, a budget Scenario must also…
In this guide, we will show you how to record a Central Payment or Receipt. Access: The minimum permissions required to complete the Central Payments and Receipts are found in the Finance Module of Config>Setup>Roles & Permissions. Related guides: To begin, go to Module>Finance>Routines>Central Payments & Receipts Click +Add Payment to record a Central Payment….
In this guide, we will show you how to Fix a Budget in Cost Centre Allocation. Access: The minimum permissions required to complete the Cost Centre Allocation are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: In order to Fix the Cost Centre Allocation the Budget must be entered and agreed with the…
In this guide, we will show you how to allocate a Budget in Cost Centre Allocation. Access: The minimum permissions required to complete the Cost Centre Allocation are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: In order to complete Cost Centre Allocation the required Financial Year must be set up and opened, a…
In this guide, we will show you how to set up FTP within the Finance Module. Access: The minimum permissions required to set up FTP are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: FTP location and log in details are required. Filename to be retrieved from FTP for Automatic Reconciliation must: End _establishment numberContain BROM To begin,…