System Configuration Functional User Manual

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• Territory Configurations Functional User Manual

  Territory Configurations Territory Configuration Listing Territory Creation Step 1: Enter Territory Name Step 2: Click the Class dropdown and select a class from the list Step 3: Click the State(s) dropdown and check the boxes for the states you want ...

• Fiscal & Calculation Options Functional User Manual

  Fiscal & Calculation Options Fiscal & Calculation Options page As per above image select options and set your settings as you want data in system Currency Format Settings Select your preferred Currency and Format Click Save to apply changes. The ...

• Workflows Functional User Manual

  Workflows Workflows Listing Workflow Creation Step 1: Click on Action Step 2: Select Add New Workflow Type Approval Workflow Doc Type: End User Chargeback Claim Doc Type: Chargeback Claim Doc Type: Min-Max Chargeback Override Doc Type: Min-Max ...

• Approval Trails Functional User Manual

  Approval Trail Approval Trail Page View Approval Trail Records Step 1: Click the Dropdown and choose an approval type from the list Step 2: Select the Start Date and End Date to filter logs by a specific time period Step 3: Use the Status Dropdown to ...

• Audit Logs Functional User Manual

  Audit Logs Audit Logs Page View Audit Records Step 1: Click the Dropdown menu to select an entity from the list, or use the Search bar to find a specific entity Once selected, the system will display the latest 100 audit records, sorted in descending ...