Records are the keystone in Financial Edge NXT. Whether it’s records of Accounts, Projects, Invoices, Vendors, or Assets, understanding and navigating the information contained on their tiles will go a long way toward getting the most out of Financial Edge NXT. In this session, identify and define the records within the system. Explore and edit tiles that make up a record. Add alerts and notes to an existing record. Create and build a new record. Understand the similar structure and navigation of all records. Users with little to no experience will benefit from this session.

Learning Objectives:

• Define records

• Identify record locations

• Understand the relationship of lists and records

• Reorganize tiles on a record

• Edit a record

• Create a new project record