As you could read in the blog posts ‘Security roles: How do they work?’ and ‘Standard and new roles’ the functions a user can utilize, depend on his or her rights. Via [System, HR & Security, Security roles, Users roles and rights] you can retrieve a MS Excel overview that shows the rights of multiple users.
Posts Tagged ‘Overview’
It can be useful to know your resources’ years of service in order to prepare for the celebrations.
In some cases it can be useful to create more space on your screen. An example can be that you need to show all of your debtors on one screen.
For various reasons it can be useful to be able to show an overview of all VAT numbers that are used in your company. This overview can be shown in different ways. Below two options are discussed.
In the blog post ‘Defining columns yourself’ you could read about how to add columns to certain overviews by yourself. In this blog post you can read how you can personalize certain overviews even more, by using free fields.
Are you already familiar with the Power view? The Power view provides you with a way to obtain customer or supplier specific information, directly from the sales order or purchase order, such as items bought and amounts paid. This is a good way to quickly find relevant information.
In Exact Globe you can gain insight into your debtors’ or your own payment behavior, you can generate a graph via [Cash flow, Statistics, Payment date]. This age analysis is based on the due date of the invoice. Based on the due date and the date of payment, the payments are divided into several categories.
Via [Purchase, To be processed, Purchase order list], next to showing an overview of the items to be received, it is also possible to show the items that are received already. You can do this by selecting the option ‘Yes’ (all purchase orders that are completed) or ‘All’ (all purchase orders) at ‘Completed’ in the selection criteria of the report:
In a debtor’s maintenance screen there is a possibility to select the option to ‘Send reminders’. When you need to create an overview which shows whether or not this option is ticked for all debtors, you can follow these steps:
In Exact Globe Next you can easily define the columns of certain menu paths yourself. You can do this by using the button ‘Columns’ in the row buttons at the top of the screen.