Requirements and Criteria for customized document ID numbers
Requirements
The default document ID length is 10 characters, but you can do as few as 5 and as many as 20.
Here are the required criteria for custom
document ID structures
1.) The
ID must start with the fiscal year
2.) The
ID must be at least 5 characters
3.) The
ID must be no greater than 20 characters
4.) The
number must be unique
Related Articles
Password Requirements
Password requirements: can be 8 - 15 characters must have at least one capital letter must have at least one small letter must have at least one number must have at least one of the approved symbols (symbols above the 2, 3, or 4 keys)
Searching by Commodity Line number
This enhancement is applicable to sites that use the Shopper (SHOP) table and would like the ability to search transactions on the SHOP page by the Commodity Line Number from the source of Master Agreements. Previously, the Shopper (SHOP) page ...
How can I search for Transaction ID's within a range?
You can create a range of Transaction ID's in Excel and then paste them into the "Transaction ID" to search for a range. Go to Excel Create the list of transactions Go to a new (empty) cell and go to the Formulas tab, click "Insert Function (fx) type ...
QRG - Creating a General Accounting Expense (GAX) Transaction
(A copy of the QRG with screenshots can be found here: https://drive.google.com/file/d/1xXkKZffrpBhjOC7HWa7CcpMNH9ODLhf3/view ) Introduction This quick reference guide describes how to create a General Accounting Expense (GAX) transaction in FINET. A ...
ABA Number is Required when EFT Information is Filled (A5077)
Error ABA Number is required when EFT Information is Filled (A5077) Solution This error is received when completing a VCM and information has been filled in the EFT Format and EFT Format Description Fields in either or both the Address ...