Accounting Solutions (Web)
- How To: Check Requests
- How To: Bill Payments
- How To: Digital Purchase Orders
- How To: Bills
- How To: Accounting Reports
- How To: Digital Workflows
- How To: Vendors
- Paperless Accounting Workflows Release Notes
- Video Tutorials: Digital Purchase Orders
- How To: General Ledger
- How To: Journal Entries
- How To: Petty Cash
- How To: General Accounting
Accounting Solutions (Citrix)
Technical Release Notes
Canadian Payroll/Accounting Solutions
How To: Create a Batch Using All Batches
Start creating a batch of timecards from any project and the application will automatically update to the project you would like to create a batch for.
Step 1: On the left navigation, click the + sign next to ALL BATCHES or click on ALL BATCHES then click the CREATE BATCH button.
From the All Batches page, you can also view all your batches across projects or select the tab for the current project.
Step 2: Select the project you would like to create a batch for then click PROCEED.
Step 3: Name the batch, elect the pay date, and enter a memo if applicable.
Step 4: Add timecards to the batch by clicking the ADD button next to each timecard or check the boxes to the left of multiple timecards then click ADD TO BATCH from the Batch Actions drop down menu.
Step 5: Click SAVE.