Start a conversation

How do I manage company masters in masters?

Table of Contents

How do I view company masters?

1. Login to your account using your current username and password.
2. Click on Masters Tab.
3. Click on Company Masters Tab.

How do I add company masters?

1. Login to your account using your current username and password.
2. Click on Masters Tab.
3. Click on Company Masters Tab.
4. Click on ADD button.
5. Fill the required details.
6. Click on SAVE button.
7. It will open a Popup message. Click on OK.

How do I edit company masters?

1. Login to your account using your current username and password.
2. Click on Masters Tab.
3. Click on Company Masters Tab.
4. Click the asset from the grid, to be edited.
5. Click on ADD button.
6. Fill the required details.
7. Click on SAVE button.
8. It will open a Popup message. Click on OK.

How do I delete company masters?

1. Login to your account using your current username and password.
2. Click on Masters Tab.
3. Click on Company Masters Tab.
4. Click the asset from the grid, to be deleted.
5. Click on DELETE button.
6. It will open a Popup message. Click on OK.
7. Another Popup message will be open. Click on OK.

How do I view audit trail of company masters?

1. Login to your account using your current username and password.
2. Click on Masters Tab.
3. Click on Company Masters Tab.
4. Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
5. Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
6. Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.

How do I export audit trail of company masters?

1. Login to your account using your current username and password.
2. Click on Masters Tab.
3. Click on Company Masters Tab.
4. Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
5. Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date, filter by client etc.
6. Click on EXPORT button.
7. It will show you Popup asking whether you want to open or save file.


Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.
Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Lauren Partridge

  2. Posted
  3. Updated

Comments