Corporate Management

The Corporate interface is used to gather basic information about the company, for use in several areas within the Desktop Application and Web Portal.

Corporate Management

New Vendor Email
New Vendor Email is where you need to setup the contact email for the person in your organization that looks after entering new vendors into your accounting application. The system will automatically email this person when using the system if users need to add a new vendor for a purchase order.

PO Number Offset
The first purchase order number the online purchase order system should use. For example, if the PO Offset is 1001, all numbers going forward will be 1002, 1003 etc.

Web Form Help
Attach a document link to Help buttons in the Portal. When a user presses the Help button in Expense Report, Time Off Request, or PO the linked document will be opened.

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Corporate Management

The Web tab lets you select a logo and picture for your Corporate Portal. These elements come together on the Portal front page as illustrated below.

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