Configuring

• Bulk Updating User Information
• Resetting an SFTP Password
• Creating New SFTP Credentials
• Creating and Managing Allowances
• Dynamically Filtering General Ledger Dimensions
• Configuring the Sage Intacct Connector
• Registering the Intacct Sage Connector
• Installing the Sage Intacct Connector
• Activating the Amazon Business Integration
• Activating the QuickBooks Online Sync
• Adding Pay By Check for Vendors
• Adding Pay By Check for New and Existing Users
• Resending Welcome Emails to Individual Users
• Certify Customer Support Phone Numbers
• Certify System Requirements
• View and Edit Policy
• Sending Welcome Emails
• Resetting a User's Password
• Expense User Role Overview
• View & Edit Users
• Create New Users
• View and Edit Categories
• Create a New Expense Category
• Expense Types in Certify
• View and Edit Departments
• Create a New Department
• General Ledger Dimensions
• Expense Report General Ledger Dimensions
• Employee General Ledger Dimensions
• Adjusting Currency Conversions