Setup Tasks

From the Setup tab you can administer source and target systems, specify report and batch definitions, and manage application settings.

Available tasks:

  • Configure

    • System Settings

    • Application Settings

    • Security Settings

    • User Settings

  • Register

    • Source System

    • Target Application

    • Source Accounting Entity

    • Source Adapter

  • Integration Setup

    • Import Format

    • Location

    • Period Mapping

    • Category Mapping

    • Excel Interface

  • Data Load Setup

    • Logic Group

    • Check Rule Group

    • Check Entity Group

  • Scripts

    • Script Editor

    • Script Registration

  • Reports

    • Query Definition

    • Report Definition

  • Batch––Batch Definition