New Employee Set up

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• New Bank

  We added a new fund and checking account for Fire by doing the following. 1. Create the fund - Go to General Ledger - Organization - Chart of Accounts. We created the following new account numbers: Asset 215-11100 Fund Cash (with Allocations set to ...

• Setup New Employees

  Use Setup New Employee to add a new employee record, or copy an existing employee’s record to use as a template, or convert an applicant’s record into an employee record. Add a new employee record: Go to Setup New Employee, below. Copy an existing ...

• Webinar: Connect Utility Management, Set up new customers (09m27s) (3654)

  Version: 2024.08 Summary: Learn how to set up services and billing for a new utility customer. Resources: -- Published: 202408, 2024Nov05 Author: UM group