KB Category: Web Link

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Training Tidbit: After converting requisitions to purchase orders, how do I view the documents that were attached to the requisitions for the newly created purchase orders?

From within a batch of purchase orders, to view the documents attached to the requisitions…Read More

Training Tidbit: An employee who approved requisitions and leave requests left the district; how do I update the system with the new approver?

To update the system with the new approver, add the new approver as a user…Read More

Knowledge Base Categories:
School Accounting System
Web Link

Training Tidbit: Am I able to define how often passwords are required to be changed for School Accounting System and Web Link users?

Yes, you are able to define how often passwords are required to be changed for…Read More

Training Tidbit: Can employee documents be uploaded in Web Link for processing and filing to K12Docs?

Yes, for organizations who have licensed K12Docs, Web Link can be set up to allow…Read More

Knowledge Base Categories:
Web Link

Training Tidbit: How do I set up multi-factor authentication for Web Link?

To set up multi-factor authentication to use with Web Link, complete the following: In the…Read More

FAQ: When can I start entering in purchase orders for the new fiscal year?

When can I start entering in purchase orders for the new fiscal year? You may…Read More

Knowledge Base Categories:
School Accounting System
Web Link

Training Tidbit: Is there a template that can be used to quickly set up a new user within the User Security option?

A user can be created within the User Security option to utilize as a template…Read More

Knowledge Base Categories:
School Accounting System
Web Link

Training Tidbit: I have a new user who manages Web Link; what do I need to update in the software to reflect the new user?

If you have a new user who manages the Web Link module (or manages a…Read More

Training Tidbit: Is there a way to copy a cash receipt that was previously entered?

Yes, a user can copy a cash receipt that was previously entered by using the…Read More

Knowledge Base Categories:
K12Docs
Web Link

FAQ: How can I set up my auditor to view documents and reports in K12Docs?

Define a K12Docs user for your auditor by adding a user in the Host Site…Read More

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