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Make it Feel Like Home: The FE Home Page
Do you run the same saved reports and queries daily, weekly, or monthly? Save yourself time by adding links to them on your Home page. This simple process will help streamline your regular tasks by accessing common FE reports and queries, websites, or...
Make it Feel Like Home: Easy Access to Reports
Do you find yourself frequently running the same saved reports, such as Financial Statements or the Open Invoice Report? Did you know you can save time by adding a shortcut to saved reports on your Navigation Bar for quick access? Well, you can, and it...
Make it Feel Like Home: Require or Hide Fields
In my last Make it Feel Like Home post, I talked about changing the display name of fields to match the language of your organization. Well, I thought the ability to require or hide fields would be a good follow up. Making a field required ensures the...
Make it Feel Like Home: Change Field Names
What's in a field name? That which we call department by any other name would still report the same. OK, so I am not Shakespeare. If you are tired of continually translating field names on reports and records for coworkers because the names do not...
Make it Feel Like Home: Options and Preferences
Would you like The Financial Edge to work more for you as a user? You can define options and preferences to customize the look of screens and establish a wide variety of default values. These settings not only make your workday easier but more efficient...