Back Office

How do I delete an invoice?
 Accounting – Customers – Deliver Invoices – In the Deliver Invoices screen, select an invoice record and click on Remove Invoices link. ...
Fri, 26 Dec, 2014 at 12:52 PM
If an Employee is on more than one assignment, do I have to create 2 time sheets?
No, you can specify the hours for multiple assignments on one timesheet. Simply select the appropriate assignment from the drop-down in the Assignments co...
Fri, 15 Jul, 2016 at 1:30 PM
After someone is approved and hired within "Hiring Management", is there way to reject them as an employee?
You cannot reject the employee once hired. You can archive the employee in HRM – Employee Management
Fri, 14 Feb, 2014 at 2:28 PM
Why am I unable to view an employee record?
You may not be assigned to that particular department; therefore, you will not have viewing rights to any employees that are not registered within your assi...
Fri, 14 Feb, 2014 at 2:29 PM
Can a record be owned by multiple people?
No, a record cannot be owned by multiple people.
Tue, 7 Apr, 2015 at 12:18 PM
How can I create reports in the system?
To create a report in the system, open any report that is automatically generated by the system, specify the required customizable options Analytics...
Fri, 14 Feb, 2014 at 2:29 PM
Can I save reports or do I have to recreate each time?
You can save your reports whenever required. The system displays the report. Click on Save To My Reports link. The system displays the Save Report sc...
Fri, 14 Feb, 2014 at 2:29 PM
What does 'On Bench' mean for an employee status?
Some staffing companies retain their consultants 'On Bench' even if they have no work for them. That means they would be paid without having to repo...
Wed, 18 Mar, 2015 at 2:21 PM
Invoice Process
See attached for better resolution. Invoices: AccountingàCustomers: The first section that you will see looks like a chart of accounts. The syste...
Fri, 20 Nov, 2015 at 4:48 PM
What are those three Adjustments types on the Receive Payments screen?
Regarding the Adjustments Type drop down menu on the Receive Payments screen, they all act as adjustments in the system. The three types listed allow you ge...
Tue, 12 Apr, 2016 at 10:49 AM