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Using Export Manager to create Customized Reports
Every Document on the system can be exported. Exports that are frequently used can be templatized by Creating a Template for the Export under Settings. Navigating to Exports Templates From the Finly Dashboard Navigate to the Settings Option from the ...
How to use Filters
Navigating to Filters Choose the relevant document screen in which you need to filter out the required data. Click on the Filters menu button to apply a new filter. Using the Default Filters Default Filters could be used to filter out the required ...
Understanding how to Navigate across Finly
The left bar can be collapsed & widened with the Hide Menu option. The below gif shows: How to open & collapse the Nav Bar. Switch among multiple Entities. Toggle among tabs in the Nav Bar. Nav Bar Use "Global Search" to find any Data or Documents ...
How to add a Vendor to the Vendor Master
Navigating to Vendor Master Choose the Manage option from the Navigation bar and select the Vendors from the drop-down menu. Click Add Vendor button from the Vendor Master screen. Adding a Vendor to the Vendor Master For a user to add a Vendor to the ...