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