Representation of how the various systems interact
How to set up and manipulate fixed assets on the system
Notes on how to set up a project code in the system
Details on what to enter to put a customer account on hold
What to enter to register a purchase invoice?
Excelerator reports add functionality to U4ERP(agresso) and allow formatted reports to extract information from the system and as such, supplement screens. They are however, quite intricate.
Payment plans allow a debt assigned to a customer to be controlled and regulated by a plan, defining part-payments and when they are scheduled to be received. This feeds in to debt management as only that part of the balance not yet scheduled to be paid is deemed a debt.
Periodically a customer may either be invoiced in a foreign currency or make payments against a debt in a foreign currency. These are quite complex to process through the system and care must be taken to enter the correct detail as currency losses/gains will be applicable so these notes helps explain "what needs to be entered where"