Administration

InvoiceFlow

Powerful supplier Invoice authorisation

InvoiceFlow

InvoiceFlow is a cloud-based invoice approval system, no more paper moving between offices for approval.

Sage 200

Before you begin installing, Point Progress Connect will need to be installed on the same server as the Sage 200c client application, this could be the same server as the Sage 200c instance. To begin installing and using Point Progress

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Sending Emails to Users

The Email Distribution tool enables you to create and send email messages from the system to your users. From the Administration menu, navigate to Tools and select Email Distribution. Enter the subject and message that you want to send out.

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Creating Data Archives

The DataXtract tool allows you to create and download archives of the data held in the system. To create a new archive package, from the Administration menu, navigate to Tools and select DataXtract. Here you will see a list of

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Manage VAT Rates & Codes

VAT rates and codes can be amended or added by an Administrator. Go to Administration from the menu > General > VAT rates. Use the drop down list at the top to find the country you need to change the

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How to set up budgets

Budgets helps you to manage your spend on projects and departments, with reporting and validation checks to help keep track of and control your spend. Please contact our sales team on +44 (0) 1270 611800 for more details. Creating a

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Sage 50

Before you bein installing, we recommend that your install Point Progress Connect on the same server as your Sage 50 Accounts instance. To begin installing and using Point Progress Connect, you will need to run the PPConnect.exe installer, found in

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System Notifications

It is possible to add login messages to the system in order to notify claimants about certain policies or notices that employees will need to know. This message can be shown on the login screen and / or dashboard of

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Documents & Messages

This setting is used to add documents & messages which will appear to a user when they login. These messages will need to be ‘Read and Understood‘ by the user in order to bypass the message. From the administration menu

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Daily digest email reminders

Reminder emails can be sent daily to all users on the system. Claimants with normal access to the system will receive reminders regarding ; Expense claim progress Credit card statements assigned Request progress (Cash advances, new categories etc) Timesheet status

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Amending emails from the system

You can edit the email text that the system sends out to users, for example when a password reset is sent from the system or an approval from a manager. To amend the email text first navigate to Administration in the side

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