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System Workflows and Tools

Processing functions to help you manage the application.

  • Auto Expenses

    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 ...

  • Auto Invoice Bulk

    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...

  • Export Functions

    Exports data from a select list of data fields.  Applies To:    Enterprise    Plus    Basic This feature is now part of InSight...

  • News/Notices

    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...

  • Replace Company

    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...

  • Replace Postal Codes

    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...

  • Replace Staff

    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...

  • Send Email Companies

    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...