Recently Updated Pages
Create a Stock Database
To create a stock database, go to the Home Page of the Database Module and create a new database....
Add an Inventory Location
Adding an inventory location creates an additional location option that can be found on the locat...
Add a Unique Item to the Inventory
Before a stock item can be assigned its unique identifier, it must first be created as a stock it...
Add a Stock Item to the Inventory
To add an individual stock item to the inventory, go to the Inventory Module Home Page. Click ...
Edit an External Link within Integrations
To edit an external link, go to the Setup Page under External Links in the Integration Module. Cl...
Delete an External Link within Integrations
To delete an external link, go to the Setup Page under External Links in the Integration Module. ...
Create an External Link within Integrations
To create a new external link, go to the Setup Page under External Links in the Integration Modul...
Add a New Module Level (Forms Module)
To add a new module level in the Forms Module, go to the Settings Page and select the “New Module...
Add a Forms Group
To add a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups Pa...
Unlock a Submitted Budget Item for Editing
In order to edit an approved budget item, any existing approvals and rejections regarding the bud...
Submit a Budget Item for Approval
Budget items can only be submitted for active budgets. To submit a budget item for approval, go t...
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...