Setup/Modifying a Checklist

• Related Articles

• Audit Checklist

  To download a checklist, right-click on the links below and select Save link as or something similar. Then, save the checklist to a location on your computer or network. When the Download compete screen appears, click Close. Open the Connect program. ...

• Setup Barcode for miViewPoint Extreme to Import Checks

  This article helps customers interface the check image with the invoice through miViewPoint Extreme. Outlined are the steps for Caselle Clarity and Connect. Clients may choose to show the barcode on the check form or not. These instructions setup a ...

• User Setup in miViewPoint

  See attachment tab

• Report Setup

       Date and custom options – This area of the Report Options tab will allow you to select the date or date range that you wish to run the report for.  Some reports will give you additional options here, like the ability to include all accounts or ...

• Finance Worksheet for Audit Export

  The report definition is also attached. It can be loaded by downloading it. Then logging into Connect, going to System Management – System Tools – Import Report Forms/Definitions. Click the Browse button and search out to your download folder (or ...