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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...
The Ledger Lowdown: Define a Default Fiscal Year
When you view the Activity tab of an account, grant or project record, do you have to select the fiscal year each time? Save yourself a step by defining a default fiscal year. Here's how: Select Tools, Options from the menu bar. Select the Records...
Need a Reminder?
With everything on our plate these days, we could all use a little help. What would you say if I told you there is an option in FE to create a message that would pop up when anyone opens the specific record? Hopefully you're saying, "WOW that...
Payroll Post Notes Time Saver: Globally Add Records to Employees
The top question asked last month was how to globally add compensation types, attendance information, and events. Since a lot of people are asking this question, I thought it would be a good topic to cover. Globally adding records is a great way to save...
Where's Waldo's Transaction?
Have you ever found yourself in a situation where you're looking for a transaction but it's missing from the Activity tab of the record? You know the charge exists because you're the one that added it or you've seen it before, but where...