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To delete a chart, go to the Charts Page of the Reports Module. To be able to delete a chart, you must be the individual who created the chart. Click the three-dot icon to the right of the chart you wish to delete, and select the “Delete Chart” option. Th...

To edit a chart, go to the Charts Page of the Reports Module. To be able to edit a chart, you must be the individual who created the chart. Click the three-dot icon to the right of the chart you wish to edit and select “Edit Chart”. This opens the Chart W...

To assign Permissions for a System Report, go to the System Reports Tab on the Manage Reports Page of the Reports Module. Select the three-dot icon to the right of the system report you wish to alter permissions for opening the system report table context m...

To import KAStrack report data into Microsoft’s Power BI, go to the specific report page you wish to pull relevant information from. Select the external link icon opening the External Connection Modal that gives detailed instructions for the process.

To add a new module level in the Reports Module, go to the Settings Page and select the “New Module Level” button. This opens the New Module Level Modal. Input a name for the new module level and select the “Save” button. The new module level will now b...

The Finance Module allows individuals to create and manage simple budgets. Individual budget items and any relevant attachments can be added to budgets and deducted from the balance.  Budget item approval and its related notifications are fully customizable, i...

Users can enable and set their own notification preferences for system emails on the Notifications Tab of the My Accounts Page in the Accounts Module. How To: Edit Email Report/Alert Notification Settings for Existing Accounts Finance Module Email Alerts ...

The Active Budgets Table shows summary information regarding all active budgets on the Active Tab of the Budgets Page in the Finance Module. Closed and archived budgets utilize the same page, but they are housed separately on the Closed and Archived Tabs of th...

Budget items do not require approval by default. There is an ability to customize approvals. Approvers can be individuals or certification roles, and can be required or optional. If a certification role is required to approve a budget item, approval can be gra...

Any budget can have customized alerts that notify individuals or certification roles when the amount or percentage remaining of a budget falls below a specified threshold. How To: Add a Budget Alert

The Budgets Page of the Finance Module is comprised of five tabs: Active, Closed, Archived, Reports, and Settings. The active tab you’re on is designated by the white coloration. The “Add New Budget” button will show to the right of the budget header, regardl...

The Reports Tab highlights system reports from the Reports Module that are relevant to budgets.  System Reports displayed on the Reports Tab include the Budget Summary Report, Pending Approvals Report, and Approval Status Report. The System Budget Report Fi...

The Module Settings Tab allows an individual to customize settings for archived budgets and settings for budget deletion. Budgets will automatically be archived when the user account associated with the active budget is archived. Un-archiving a user will re...

The Invoices Page is populated with data from the FS Pro Integration that was built for and only accessible by a specific client’s servers and thus, is presently non-functional for other clients.

The default permissions that are granted to each module level in the Finance Module are managed through the Access Levels Tab of the Site Settings Module. There are four base Module Levels with default permissions in the Finance Module that cannot be altere...