Administration

The Administration module is where you set up users, establish security, and enter organization/system specific data. You must have Administrative User Rights, in order to view and access these modules.

File>

  • New Organization
  • Open Organization
  • Close Organization
  • Backup
  • Restore
  • Compress
  • Print Setup
  • Exit

System>

  • Manage Concurrent Users
  • Current Activity
  • Activate License

Security>

  • Maintain Users
  • Maintain Groups
  • Set Up System Menus
  • Set Up Organization Menus
  • Manage Audit Trails>System Audit and Summary Organization Audit

Organization>

  • Organization Information
  • Organization Preferences
  • Add a Module
  • Set Up Modules>Grant Administration
  • Data Integrity Checks
  • Consolidate Transaction History
  • Remove Payroll History
  • Default Table Structure
  • Set Up User Defined Fields
  • Set Up UDF Default Sources
  • Set Up Alerts
  • Alerts Activity Log
  • Attachments>Set Up Locations and Set Up Categories
  • Currency Setup

Reports>

  • Lists>Security, User Information, Group Information, Account Level Security, User Defined Fields, UDF Default Sources, and Currency

Alerts>

  • Message Center