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Administration

What is the Server Interface Application?

Our Server Interface Application is an additional service used to further automate interfaces for a number of our clients. This is a small piece of software that would be installed locally. Other options can also be explored if required.

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Split category (Admin)

To create a split category click Administration in the sidebar, then click Expenses and Categories in the Expenses menu. Click the blue Add new button to add a new category. As the category type select Standard purchase (split category) Once selected, the Split category options will appear which includes the two

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Settings

Policy template sections Add new policy blocks so they are available to publish in the policy editor. Policy template groups Create new policy groups into which policy blocks can be assigned. Policy tag values Create new tags which can be

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Self Registration Settings

These settings are defined in the Administration area and once configured should not be changed. Use self registration – If this is set to No, the link will not appear on the Login screen.  Style of username – This can

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Report Manager

ReportManager works closely with Microsoft Excel to provide the user with a streamlined method of sending and receiving data from remote applications by Point Progress. Using the built-in functionality of Excel, combined with the advanced technology of ReportManager enables data

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Importing credit card statements and matching to claimants

From the Welcome screen within the account section You will see an option called Card Integration Overview The import button must be clicked in order to start the credit card statement upload process. Once this button is clicked the below screen will be presented. The

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Attendee types

To access this area go to expenses within the administration area on the side bar. Click on entertainment attendee types. Once in the attendee types screen you can add a new attendee type by clicking Add new or you can click the Pencil icon

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Duty of Care – Admin

From the administration menu select Other Settings and Duty of Care Documents Each document type that is created will be shown on this screen, you can edit any of these and also add a new one. Fill out the relevant information on this

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Documents & Messages

Documents & Messages are used on the system for adding in messages when a user logs in. These messages will need to be ‘Read and Understood’ by the user in order to bypass the message. From the administration menu select Other

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