System Workflows and Tools

Processing functions to help you manage the application.

• Add Payment Companies

  This function allows a user to add multiple payment transactions from existing Bill payment transactions (Course payment method) or Invoices (Invoice B and Invoice C payment methods) when the company ...

• Auto Expenses

  Navigation:    Admin Menu »» System Tools »» Auto Expenses Applies To:    Enterprise    Plus    Basic ------------------------- Overview Auto Expenses is a function to automatically add or modify ...

• Auto Invoice Bulk

  Navigation:    Admin Menu »» System Tools »» Auto Invoice Bulk Applies To:    Enterprise    Plus    Basic ------------------------- Overview This function is used to add or modify Client Invoices ...

• Delete Staff

  Navigation:    Admin Menu > System Tools > Delete Staff   Applies To:    XenEnterprise    XenPlus    XenBasic ------------------------- Overview Deletes one Staff record and records in related ta...

• Export Functions

  Exports data from a select list of data fields.  ------------------------- Applies To:    Enterprise    Plus    Basic Release 2:    Admin Menu »» Export Functions Release 3:    This feature is now...

• Export THEC

  Navigation:    Admin Menu »» Export Functions »» Export THEC This custom export function is only visible and available for approved customers. ------------------------- Setup Details * Courses mu...

• Fix Credit Cards

  Navigation:    Admin Menu > System Tools > Fix Credit Cards   Applies To:    Enterprise    Plus    Basic ------------------------- Overview Repairs the encryption of credit card number fields tha...

• Fix Missing Assignments

  Navigation Menu:  Admin Menu »» System Tools »» Fix Missing Assignments Applies To:    Enterprise     Plus     Basic ------------------------- Overview With more and more clients choosing to regis...

• Fix Negative Amounts

  Navigation:    Admin Menu > System Tools > Fix Negative Amounts   Applies To:    Enterprise    Plus    Basic ------------------------- Overview Changes all negative Amounts in the General Ledger ...

• News/Notices

  This feature provides the ability to enter news and information articles for display on the Admin module Dashboard.  The feature also has the option to post Notices for users to read and mark the date...