Processing functions to help you manage the application.
The Auto Expenses function automatically adds or modifies expense records in the general ledger. These expenses are also included in profit/loss comparisons. This process calculates expenses based on ...
The Bulk Auto Invoice function allows users to add or modify Client Invoices in bulk based on specific criteria. This function operates differently based on the Payment Calculation Method and can only...
Exports data from a select list of data fields. Applies To: Enterprise Plus Basic This feature is now part of InSight...
The News and Notices feature allows administrators to post news articles and important notices to be displayed on the Admin module Dashboard. Additionally, Notices include an acknowledgment feature, r...
The Replace Companies function allows users to replace one Company record reference with another across all related data tables. This process does not merge the contents of the original company profil...
The Postal Codes function allows users to bulk update, delete, or import postal codes. This guide provides step-by-step instructions for replacing one postal code, replacing duplicate postal codes, an...
The Replace Staff function allows users to replace one Staff record reference with another across all related Course and Client data tables. This process does not merge the contents of the Current Sta...
The Send Email function allows users to send an email to a single company directly from the Company record view. Users can either select a predefined template or manually enter a custom message before...