Shared Features and Functionality Across Multiple Modules
Action Panel, filters, configure columns, save searches
5 articles
- Next Generation - Attach transaction user keys to a transactionA guide to attaching transaction user keys to transaction detail lines, covering how to make the fields visible and the three methods for adding keys: selecting from a drop-down, typing…
- Next Generation - Customise the labels for the Transaction User KeysA guide to customising the default labels for transaction user keys, covering how to update the names in Custom Labels to better reflect your business needs.
- Next Generation - Set up transactions user keysA guide to setting up transaction user keys, covering how to create and configure keys for use across the sales, purchase, and nominal ledgers.
- Next Generation - Common issues with Future Period PostingA guide explaining how to resolve the "You are not able to proceed" error caused by insufficient permissions when posting transactions to a future period.
- Next Generation - Prompts about a restricted period when adjusting the datesA guide that explains what happens when a manually entered date falls within a soft-closed restricted period, and how the system responds based on your posting permissions.