Controls
4 guides in Operations.
- Approvals centreOne queue for every approval: review each request with its lines and warnings, approve, reject or send back, in bulk, and delegate while you are away.
- Closing, cancelling and reopeningWhen an order, invoice or bill may close, how to cancel and reopen one under the same number, and why every close, cancel or write-off asks a reason.
- Corrections and amendmentsFix a posted order, pick, invoice or bill the auditable way: the original is reversed and entered again under the same number, with from-to history.
- Print studioDesign how each document prints: paper, layout, logo, columns in your order, pictures, totals, stamps and signatures, saved as named layouts.