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Set / Edit a Budget's Approvers and Approval Notifications
You can only edit approvers and approval notifications for an active budget. To set or edit a bu...
Resubmit a Budget Item for Approval after Edits are Made
A Budget Item must be unlocked for edits to be made. How To: Unlock a Submitted Budget Item for ...
Edit a Budget Item After Submission for Approval
Go to the Active/Closed/Archived Budget Table and click the title of the budget you wish to edit,...
Edit a Budget Alert
Budget alerts only exist for active budgets. To edit an existing budget alert, locate the budget ...
Edit a Budget
Only active budgets can be edited. To edit a budget, go to the Active Tab of the Budgets Page in ...
Archive a Budget
Both an active budget and a closed budget can be archived. To archive a budget, locate the budget...
Approve / Reject a Budget Item
To approve or reject a budget item, go to the Active Tab of the Budgets Page in the Finance Modul...
Add a New Budget
To create a new budget within the Finance Module, go to any tab on the Budgets Page and select th...
Add a Budget Item
To add a budget item to a specific budget, go to the Active Tab of the Budgets Page in the Financ...
Add Tags to a Dispatch
To add tags to a dispatch, go to the Dispatch Module Home Page and click the title or dispatch nu...
Add Distribution Lists to a Dispatch
Distribution Lists are the individuals designated to receive a PDF copy of the dispatch orders, s...
Add a Waypoint to an Itinerary
To add a waypoint to a dispatch itinerary, open the specific dispatch whose itinerary you wish to...
Place Databases into Groups
In order for databases to be placed into groups, groups have to be created first. How To: Add a ...
Delete a Database
To delete a database, go to the Home Page in the Database Module. Click the three dot (…) icon...
Add a New Module Level (Database Module)
To add a new module level in the Database Module, go to the Settings Page and select the “New Mod...
Add a Database Group
To add a database group, go to the Groups Page of the Database Module. Select the “New Group” ...
Unpin a Widget or Speed Dial from the Dashboard
To unpin a widget from the dashboard, go to Dashboard Module and select the specific Dashboard yo...
Mitzi's Playground
Hi Robert. How was your King Cake. Figuring it OutThis is a fun thing.
Edit a Dashboard
To edit a dashboard, go to the Dashboard Module and select the specific Dashboard you wish to edi...
Create a New Dashboard
To create a new dashboard, click the “+” icon located to the right of any existing dashboard tabs...