Region – Daily news
The ‘Daily news’ is used to display news on the user’s dashboard when the region is selected. If there is no data in this field, then the news section of the dashboard is omitted.
Region – Details
Region is the name of the region. Once a region has been created, the region name cannot be changed. Description is a description of the region Location is a location of the region
Regions – Setup
Regions need to be created for each region in the Aged Trial Balances that will be uploaded. The regions form an integral part of the security and use of the system. Only an administrator can create new regions. Both ‘Administrators’ and ‘Collector managers can edit regions.
User – Set up – Email settings
Email footer is the email footer that is automatically included in all outgoing emails for the user. If the footer is blank, then the default email footer for the region is used.
User – Set up – Date format
The ‘Date format’ is used to select the date format to be used to display dates for the user. The choices are. · Day / Month / Year e.g., 31/01/2015 · Month / Day / Year e.g., 01/31/2015 · Year / Month / Day e.g., 2015/01/31
Kuhlekt – Searching
The search field is located at the top of the menu on the left-hand side. You simply enter the search text into the search field and press the search icon. The system then searches the following data. Account: Account number, Account name, Group, Email, Address Open items: Type and/or Reference…