This video describes all of the menu and tab changes along with admin setup and reports.
What’s covered in this video:
- Organization tab
- Financials tab
- New Reference Option under Reports
- Reports tab with additions of reports and change in menu order displayed
- People and Project list new Legal Entity field
- New Roles available for Financials license
- Project profile Budget and Accounting tabs
- Project Billing setup with invoice formats and emailing invoice setup
- Admin Setup tab Property changes, ability to add cost report with new fields, and invoices with CP, TM, and Labor formats all on one invoice
- New Admin Export of additional objects
Click here to go to the Knowledge Center for the full article.