GL Journal Document Processing
You’ve just created a journal and have an error because you’ve entered an account code that you don’t have access to! To enable the processing of your journal you’ll need to: Enter “Journal Ready For Posting” (Go to […]
Document Processing – Balancing Your Documents
Balance your documents quickly and without having to calculate those values yourself. By using the plus sign “+” on the main part of your keyboard you’ll be able to enter the balancing number in your documents. Some common examples of […]
Leave a replyDocument Processing – Copy Values
Often you may need to repeat a line with the same or similiar values from the row above By using the decimal point (“.”) on your keyboard you’ll be able quickly enter data within your documents. Some commonly used fields […]
Leave a replyFinance One Enhancements – September 2016
In collaboration with the Finance One User Group and Technology One a number of enhancements have been developed and released into the Production environment this month. Whether you’re a new or existing Finance One User, you’ll find that these enhancements will make […]
Finance One Tips and Tricks
Whether you’re a new or existing user, our tips and tricks will help you use Finance One.
Note: Some of the videos linked below may be no longer working. We are working on converting all Finance One support video files to a more modern format. If the video you are trying to access is not working here, you can check on this page to see if it has been converted yet. Thanks for your patience.
You’ll be able to view the latest tips and tricks on this page and older tips in the archived section.
If you’re looking for all the tips and tricks for a particular subject you’ll also be able to search by category.
Our Latest Tips and Tricks
GL Journal Document Processing Your journal has an error – you’ve used an Account Code you don’t have access to. |
Have you tried to enquire on an older ledger but found that you can’t see it in the picklist?
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GL Enquiries – PCard Transactions Did you know that you can perform enquiries on the PCard Ledger?
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AP Workflow – “Reject” v “Return to Accounts” Action
When you’re processing your AP Workflow documents you may need to decide between using the “Reject” or “Return to Accounts” action. Reject Use “Reject” when you need to return a document to FSD Accounts. Examples might include: Document to […]
Leave a replyAP Workflow – Purchasing Related Tasks
On occasions you may see documents in your Workflow Pool where there is comment to either “Receipt” or “Amend” the Purchase Order and then Return to Accounts. As both of these tasks are Purchasing related , you’ll need […]
Leave a replyWorkflow Icon
The Workflow icon will not only open your Workflow Folders, it will also indicate to how many items are in your own Workflow “Inbox”. For example: There is one item in my Workflow Inbox: There are no items in […]
Leave a replyArchived Tips and Tricks
Set Up or Change Default Role Being able to select a Default Role will enable you to start work in the Role you most frequently use straight away…. Producing Reports When can you run your End of Month (EoM) Reports…? […]
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