File / Administration

Details on File/Administration are provided in the following sections:

Your Message Centre

Switching Logins

Managing:

Taxes Overview

AR Taxes

AP Taxes

Reference Numbers

Currency

Documents

Locations

Countries and Provinces

EFT Banks & Branches

Exports

Imports

Exiting the Database

 

File/Administration White Papers and Examples

AgCollect Export

Chemical Sales Summary Export (Alberta Environment & Sustainable Resource Development)

Creating Customer Mailing Labels

Configuring Location Profiles

CRM Customer Relationship Management (including Document Manager)

Divisions and Regions

EFT (Electronic Funds Transfer) Payments

eSignature

Multicurrency