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.
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