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Platform Settings & Key Field Setup

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Free

COURSE ID

5

COURSE DESCRIPTION

This course is designed to provide User Administrators with an in-depth look at how to configure platform fields, various settings and set defaults. You will learn which settings impact other areas of the platform and tips on how to make the best decisions for your requirements and needs. By the end of the course, you will know how to use Administrator System Settings to relabel, add and hide fields, adjust the values that populate dropdown and tree list fields, and set non-financial default settings.

 

COURSE MATERIALS

Course Features

  • Lectures 1
  • Quizzes 1
  • Duration 27:06
  • Students 0
  • Assessments Yes

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DATE OF UPLOAD

November 20, 2020

Anjie Wheeler

Training Specialist

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Welcome to Training with Visual Lease. This course is designed to provide you with an in-depth understanding of how to configure key system fields and explore various settings and defaults within the Administrator module.  Understanding configuration options and how the various settings impact other areas of the platform will help you set up your VL Platform to best meet the lease management and accounting needs of your business.

By the end of this course, you will know how to:

  • Re-label, add or remove lease fields
  • Adjust some key lease fields with dropdown and tree list structures
  • Set basic platform defaults in System Settings

Please note that although some of the fields discussed in today’s course are not specifically financial in nature, many of them heavily impact financial functionality and reporting.  We’ll expand on these fields later in the course.