Utilities

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Utilities

•How to Download a Custom Report
•How to Upload a Custom Report
•How to Copy a Custom Report Layout
•How to Create a New Custom Report
•How to Add Report Parameters to Custom Reports
•How to Create a New Dashboard Query
•How to Create a New Dashboard Alert
•How to Configure the Default Layout for a Dashboard Group
•How to Create an Invoice
•How to Download a Invoice Section
•How to Upload an Invoice Section
•How to Copy a System Invoice
•How to Copy an Invoice Section
•How to Use Invoice Filters
•Understanding Report Parameters
•Understanding Invoice Processing
•How to Download a Financial Statement
•How to Upload a Financial Statement
•How to Copy a Financial Statement
•How to Add sample Financial Statements
•How to Create a New Import
•How to Create a Simple PM Report
•How to Download a PM Report
•How to Upload a PM Report
•How to Copy a PM Report Layout
•How to Use the End of Year Closing Utility
•How to Use Automated Overhead Allocation
•How to Use the Rate tester
•How to Apply InFocus Updates