1. Knowledge Center
  2. Knowledge Center Videos

All Videos

 

Transaction Manager
Import Transactions
View Imports
View Transactions
Add New Template - General
Add New Template - Columns
Add New Template -  SFTP
Add New Template - Expense Creation
Add new Template - Schedule and Submission
Edit Transaction Template
Delete Transaction Template
Edit SIC Mapping
User and Group Manager
Add New Group
Set Permissions
Add User to a Group
Assign Roles to a Group
Link Categories to a Group
Modify User Group
Delete User Group
Add User - General
Add User - User Defaults
Add User - Permissions
Add User - Member Of
Add User - Authoring
Add User - Roles
Modify User
Delete User
Restore Deleted User
Send Password Recovery Email
Remove Account Lockout
Force Password Change
Workflow Manager
Add New Role - General
Add New Role - Approvers
Add New Role - Approver Groups
Modify Role
Delete Role
Add New Condition
Modify Condition
Delete Condition
Policy Manager
Add New Policy
Modify Policy
Delete Policy
Xporter
Add Template
                   Add, Edit or Delete a Data Column
Edit Template
Delete Template
Automation Manager
Add New File - General
Add New File - Scheduling
License Administrator
Buy Analysis License
Edit Billing Information
Contacts
Analysis Manager
Settings
Company Information
Communication
Categories
Add Category 
General
Field Labels
Vendors
GL Codes
Groups
Edit Category
Delete Category
Company Links
Add Edit or Delete Company Links
Hosted Documents
GL Segments
Edit GL Segments
Delete GL Segment
GL Rules
Payment Types
Add Payment Type
Edit Payment Type
Delete Payment Type
Projects
Add Edit or Delete Projects
Billable Sources
Taxes
User Defined Fields
Report Fields
Advanced Settings
Security & Privacy