Configuring
- Locating the Receipt External Access Code
- 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