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InSight Reports and Dashboards System
Selects A-D (InSight)
Reports listed in the category are typically those related to some of the select list master lists located under Main Me ...
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InSight Reports and Dashboards Staff
Staff Lists (InSight)
Reports listed in the category are typically those related to Staff records. Staff Addresses Displays list of Staff home ...
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Understanding the Data Select Lists
Gender
The Gender field is used within Client and Staff Demographics to classify individuals based on a designated gender code. ...
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Staff - Documents
The Staff Documents allows users to upload, classify, describe, and store MS Word or PDF files for a specific staff memb ...
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Web Registration Module Financial Features
Credit Card Settings
The list of payment types for credit cards has an option to enable/disable the display of specific credit cards. Applies ...
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Web Registration Module Display Features
Search Settings
The search feature of the WebReg module has several customizable options. Applies To: Enterprise Plus Basic Sta ...
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InSight Reports and Dashboards Financial
Invoices (InSight)
Reports listed in the category are typically those related to Client Invoice records. Account Statement Displays a list ...
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Entering and Modifying Data Financial Workflows and Tools
Invoices - Functions
The Invoice List contains multiple functions under More Actions that allow users to modify, merge, split, and manage inv ...
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Understanding the Data Select Lists
Payment Types
Payment Types are used to identify methods of payment for revenue records in Client Payments and the General Ledger. The ...
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Web Registration Module Troubleshooting
Client Cannot Login to WebReg Module
If a Client cannot log into the WebReg Module to register for courses, the most common cause is because they have an exi ...