How to hide/disable fields without a costly customization: 1. Click on the Administration menu in web apps 2. Click on access rights button 3. Select the user/group 4. Click on the fields button 5. Select MDTMTCE screen ID 6. Select MYAssignments in the page field 7. You will see a list of fields you can […]
The following blog is first in a four-part series of blogs highlighting the causes of margin erosion and demonstrating how modern software like Progressus can help you minimize the effects of this common challenge! In the current economic climate, professional service firms are acutely aware of the threat posed by the erosion of profit margins. […]
How to change login method: 1. Open IIS on the web server 2. Right-click on the Web Apps site 3. Click on Explore 4. Open the web.config file 5. Scroll to the bottom until you see the “WindowsLogin” value=”True” 6. Change it from True to False 7. Save the file
If you would like the AP posting to go the credit card vendor you designate in the Credit Card Vendor ID field and NOT to the merchant/vendors and respective GL codes, check this box. This will result in an AP entry only to the designated CC vendor creating the payable to that credit card. […]
If the vendor was not flagged as a 1099 vendor for the entire year but should have been, the amounts paid to the vendor before they were flagged as such will not be included in the 1099 amounts and must be initialized into the Vendor Maintenance screen while in Initialize Mode to correct them. If […]
The GL Period in the Bank Rec screen could be incorrect. Open the Bank Reconciliation screen and verify that the GL Period is the one that ends on the date found in Reconciliation Date. If the GL Period is incorrect, modify the GL Period There may be batches that have not been posted in GL. […]
Fixed Assets Service The Fixed Assets Service module is designed to work with the Plumbline Fixed Assets module to track the maintenance schedules, maintenance types and maintenance history for Fixed Assets. One of the tracking features is Vehicle Mileage. Service Mileage Use the Service Mileage Screen to view or enter all Service Mileage information for […]
After migrating FRx reports to Management Reporter a ‘Sequence contains no elements’ message is noted in the Service logs within the Configuration Console when generating certain reports. This message can indicate an issue with fonts contained within the migrated reports. Test this by setting the fonts used in the row and column definitions for the […]