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  • Copying an Employee's Report Setting

    Hello, I have been asked to copy the Report Setting that a specific employee that is no longer with the company had created and to bring it to the main company's account. The reason for this being is that the company's account, for some reason, is printing…
  • How to export workflow

    Hi all, I would like to export a workflow from a test CRM site and import it in a live CRM site, is there any way to export and import it instead of creating it again? Thank you.
  • Procedure of Purchasing from non-functional currency Vendor - Import Tax

    We are from Australia. We have set up two tax classes on supplier. When we made a purchase: 1) Within Australia, GST Purchase 2) Outside of Australia, GST Free Purchase (as the GST will be dealt with the freight company who deliver the goods to…
  • Any body out there know what is required to import from Concur, our expense provider?

    Anybody know of an easy way to import expense items from a Concur file export? Alternatively would anyone know how I can export GL strings for each company managed in Sage? Thanks SonnyS