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Edit a Budget Alert

Module How Tos Finance Module How Tos (Specialized Suite)

Budget alerts only exist for active budgets. To edit an existing budget alert, locate the budget ...

Updated 2 months ago by Mitzi Orkus

Edit a Budget

Module How Tos Finance Module How Tos (Specialized Suite)

Only active budgets can be edited. To edit a budget, go to the Active Tab of the Budgets Page in ...

Updated 2 months ago by Mitzi Orkus

Archive a Budget

Module How Tos Finance Module How Tos (Specialized Suite)

Both an active budget and a closed budget can be archived. To archive a budget, locate the budget...

Updated 2 months ago by Mitzi Orkus

Approve / Reject a Budget Item

Module How Tos Finance Module How Tos (Specialized Suite)

To approve or reject a budget item, go to the Active Tab of the Budgets Page in the Finance Modul...

Updated 2 months ago by Mitzi Orkus

Add a New Budget

Module How Tos Finance Module How Tos (Specialized Suite)

To create a new budget within the Finance Module, go to any tab on the Budgets Page and select th...

Updated 2 months ago by Mitzi Orkus

Add a Budget Item

Module How Tos Finance Module How Tos (Specialized Suite)

To add a budget item to a specific budget, go to the Active Tab of the Budgets Page in the Financ...

Updated 2 months ago by Mitzi Orkus

Create a New Dispatch

Module How Tos Dispatch Module How Tos (Specialized Su...

To create a new dispatch, go to the Dispatch Module Home Page. Click the “New Dispatch” button...

Updated 2 months ago by Mitzi Orkus

Add Tags to a Dispatch

Module How Tos Dispatch Module How Tos (Specialized Su...

To add tags to a dispatch, go to the Dispatch Module Home Page and click the title or dispatch nu...

Updated 2 months ago by Mitzi Orkus

Add Distribution Lists to a Dispatch

Module How Tos Dispatch Module How Tos (Specialized Su...

Distribution Lists are the individuals designated to receive a PDF copy of the dispatch orders, s...

Updated 2 months ago by Mitzi Orkus

Add a Waypoint to an Itinerary

Module How Tos Dispatch Module How Tos (Specialized Su...

To add a waypoint to a dispatch itinerary, open the specific dispatch whose itinerary you wish to...

Updated 2 months ago by Mitzi Orkus

Place Databases into Groups

Module How Tos Database Module How Tos (Advanced Suite)

In order for databases to be placed into groups, groups have to be created first. How To: Add a ...

Updated 2 months ago by Mitzi Orkus

Import Fields from a PDF Field Import

Module How Tos Database Module How Tos (Advanced Suite)

This method of importing Fields from a PDF requires access to Adobe Acrobat Pro. If a field has ...

Updated 2 months ago by Mitzi Orkus

Import Fields from a CSV File into a Database

Module How Tos Database Module How Tos (Advanced Suite)

If a field has already been added to a database, you are no longer able to bulk import database f...

Updated 2 months ago by Mitzi Orkus

Export Database Entries

Module How Tos Database Module How Tos (Advanced Suite)

To export the existing database fields and entries, go to the Home Page of the Database Module. ...

Updated 2 months ago by Mitzi Orkus

Edit the Status of a Database Rule

Module How Tos Database Module How Tos (Advanced Suite)

To change the status of a database rule, go to the Home Page in the Database Module. Click the...

Updated 2 months ago by Mitzi Orkus

Edit Database Groups

Module How Tos Database Module How Tos (Advanced Suite)

To edit a database group, go to the Groups Page of the Database Module. Select the three-dot i...

Updated 2 months ago by Mitzi Orkus

Edit a Database Entry

Module How Tos Database Module How Tos (Advanced Suite)

To edit a database entry, go to the Home Page of the Database Module and click the three-dot icon...

Updated 2 months ago by Mitzi Orkus

Edit a Database

Module How Tos Database Module How Tos (Advanced Suite)

To edit a database, go to the Home Page in the Database Module. Click the three dot (…) icon t...

Updated 2 months ago by Mitzi Orkus

Delete Database Groups

Module How Tos Database Module How Tos (Advanced Suite)

To delete a database group, go to the Groups Page of the Database Module. Select the three dot...

Updated 2 months ago by Mitzi Orkus

Delete a Database Entry

Module How Tos Database Module How Tos (Advanced Suite)

To delete a database entry, go to the Home Page of the Database Module. Click the three dot icon ...

Updated 2 months ago by Mitzi Orkus