Controller
Setting Up Your Organization
Creating Your Organization
Creating a New Organization
Installing/Uninstalling Modules
Closing All Modules
Using the Fiscal Calendar
Setting Up the Fiscal Calendar
Changing the Present Period
Setting up TSYS® Genius™
Setting up NeonCRM (Fund product only)
Setting up Denali BI
Integrating to Donately
Integrating to Yodlee Automatic Reconciliation
Integrating to PayPal
Transmitting Data to the Government
Setting up Email Alerts
Working with Currencies
Working with Exchange Rates
Setting and Updating Exchange Rates
Printing Exchange Rates
Setting up or Selecting an Organization
Troubleshooting: Setting Up Your Organization
Controller Management Tasks
Options and Preferences in Controller
General Setup
Custom Options Setup
Creating Custom Menus
Creating Custom Reports
Print Preferences in Controller
Display Table Information
Processing Payroll Transactions
Exporting CMS Professional Payroll Files for Import into Denali
Processing External Payroll Files in Denali
Viewing Reports
Backing Up, Restoring, and Deleting Data
Manually Back Up Data
Automatically Back Up Data
Restore Data
Delete an Organization
Copying an Organization
Troubleshooting: Controller Management Tasks
Working with Users and Groups
User and Security Options
Users, User Rights, and User Passwords
Adding or Editing a User
Setting User Rights
Changing User Rights
Using Enhanced Security
Setting User Passwords
Resetting User Passwords
Copying Users from Another Company
Deleting a User
Groups and Group Rights
Adding a Group
Setting or Changing Group Rights
Copying Groups from Another Company
Deleting a Group
Filling Groups with Users
Assigning Users to a Group
Assigning Groups to Users
Troubleshooting: Working with Users and Groups
Controller
Troubleshooting: Working with Users and Groups