WorkBook

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Finance Accounts for Approval

Use Finance Accounts for Approval under Finance & Administration to view recently created finance accounts awaiting approval. You can also view other information such as the account creator and create date.

The Finance Accounts for Approval submodule has one main grid, which provides the following information:
  • Type: This refers to the type of finance account. Values can be Creditor, [example1], and [example2].
  • Account number:
  • Name
  • Company: This refers to the company name. You can double click a cell under Name column to display the Company card.
  • Action
The submodule also features the Finance Account sidebar which provides more detailed information about an account. It contains the following menus:
  • Creditor Information
  • Default Values
  • Payment Settings
  • External References