Archived 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…?

Imported Invoice Data

View additional information from Vodafone, Canon, Goodman Fielder and more….

Charts v Ledgers

In Finance One you may need to select either a Chart or Ledger to perform your enquiry….

QuickText

QuickText is a great way of quickly entering text into a field….

Default Tabs on Roles

Learn how to set up “Default Tabs” on your Roles….

The Workflow Icon

View your Workflow folders and Inbox….

Workflow “Drafts” Folder

Your “Drafts” folder is where you’ll find your non AP Workflow documents….

Workflow Polling Time

When you action a document within your “Inbox” or “Pool”….

Paste Special

Using “Paste Special” you’ll be able to enter data into your GL journals very quickly.

Archived Transactions

Searching for an AP or AR Transaction? You may need to include Archived Transactions

“Reject” v “Return to Accounts”

When you’re processing your AP Workflow documents you may need to decide between using the “Reject” or “Return to Accounts” action.