Frequently Asked Questions!
How do I access field level help?
How do I access field level help?
How do I see descriptions of codes in enquiry screens?
How do I see descriptions of codes in enquiry screens?
How do I make a user have read only access
We are often asked how a user can have read only access to Financials. To do this you need to add the ENQUIRY ONLY security group to their user id.
Can I copy and delete lines in data entry screens?
Can I copy and delete lines in data entry screens?
Out of Office
The process. The purpose of this screen is to allow you to set up a temporary re-direction of Business Event Notifications from Advanced Financials to someone else.
Can I run a report to view security groups against my users?
To generate a report on the security groups attached to each user, you can use the User Security Groups report. This report will provide a list of all users and their associated security groups.
How do I stop a user posting to prior and future periods?
Prevent users from posting to historic or future periods and years during data entry.
Delete a payment run
How do a delete a payment run once created?
Changing security access to a user
This article will explain how to change a users security access.
User setup requires multiple screens and is complicated!
A combined user setup screen is available, List and Edit screens are available to enable what are viewed as the “key” user-related details to be maintained on a single screen.
De-allocate an AP Payment
This article will explain how to Deallocate an AP Invoice from a payment.
How to stop over receipting of orders
To stop users over receiving orders - the following controls can be created.
Why has my transaction not appeared on the AP Payment run?
This article will explain scenarios why transactions are not available for payment and how to resolve this issue.
Download Templates
Did you know you can download to an Excel template?
Useful information to include when raising Financials cases
When raising a support case please read this article to check you are entering the correct information.
Prevent users posting to specific balance classes
When processing Journals in General Ledger, all users by default have access to all Balance Classes. Read this article to learn how to prevent groups of users having access to enter journals against certain balance class codes.
