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Understanding the Data Companies
Deleted Companies
This guide explains how to manage and restore deleted company records in XenDirect. Company records are integral through ...
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Understanding the Data Select Lists
Job Titles
Job Titles are used to identify personnel roles in Client Employment and Staff tables. In multi-branch setups, Job Title ...
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Understanding the Data Financial
Linking Invoices and Funding Sources
Client invoicing amounts can be managed using Funding Sources and Revenue Items. When an invoice is printed, the Client ...
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Understanding the Data Select Lists
Checklists and Checklist Groups
The Checklists feature is used to track tasks or requirements assigned to Clients. Checklist items help organize and man ...
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Entering and Modifying Data Financial Workflows and Tools
Setting Up 1098-T Reporting
The 1098-T is a federal IRS report used for eligible tax credit payments and billings. For details on eligibility and re ...
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Understanding the Data Financial
Revenue
The Revenue section displays payment-related records from the General Ledger table, including all types of payment trans ...
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Understanding the Data Companies
Companies - Profile
This guide explains the purpose and functionality of company records in XenDirect, including their navigation, usage, an ...
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Web Registration Module Content Features
Course Settings
These are the course-level settings relevant to the WebReg module. Applies To: Enterprise Plus Basic These sett ...
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Integrated and Custom Features Canvas LMS
Canvas LMS Overview
Applies To: Enterprise Plus Basic Overview Canvas LMS is an open source Learning Management System software ...
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Entering and Modifying Data Client Workflows and Tools
Create Multiple Assignments
The Create Multiple Assignments function allows users to add multiple assignments to a single client or multiple clients ...