Author: Antony Roy

SCENARIO The Client wants to provide the accountant of his compny to do the Bank reconciliation through fast four bank reconciliation. SOLUTION We have to provide the permission for Fast four Bank reconciliation. In this case we have to make a role permsission comparison with “Bank reconciliation-Fast Four” role that is coming from the bundle… Continue reading Fast Four Bank reconciliation access.

SCENARIO The client is using a customised budget vs actual report and while filtering the report based on certain department she is not able to find the details. But on other end another employee of with same role is able to access the report. REASON The employee is restricted to a particular department. SOLUTION: Go… Continue reading Unable to Acess details of certain department in Budget vs actual report

SCENARIO The client requires to create a parent task and child task under the Project record. SOLUTION Go to project. Navigatio: List>Relationship>Project Select the required Project: Under the Schedule subtab: click on the New milestone: Enter the name and other required details and save: To create a child: Click on the project activity button under… Continue reading Creation of Parent project Activity

SCENARIO The Client wants to provide the accountant of his compny to do the electronic bank payment and wanted to provide the access to payment tab in classic centre tab and bill payment processing. SOLUTION We have to provide the permission for EFT. In this case we have to make a role permsission comparison with… Continue reading EFT Payment permission for custom role.

SCENARIO Client requires to get a report of budget allocated to Subsidiaries. SOLUTION Here we have to create a budget vs actual report. STEPS Navigation: Report>Banking/Budgeting>Budget vs Actual. Once the stand Budget vs Actual report opens. Click on the customise button: In edit layout shubtab choose necessary head to group by as per your requirement:… Continue reading BUDGET REPORT-SUBSIDIARY WISE

SCENARIO The client requires to get the Monthwise budget allocated report based on the project. SOLUTION We have to create a custom budget vs Actual report. STEPS Navigation: Report>Banking/Budgeting>Budget vs Actual. Once the stand Budget vs Actual report opens. Click on the customise button: In edit layout shubtab choose necessary head to group by as… Continue reading Month Wise Budget report based on project