Color code your Insight banner to easily distinguish which company you’re working in.
Set-up menu shortcuts for easy access to the programs you use.
Set your cursor color to easily distinguish where you are during data entry.
Use Task Agent to automatically send you the reports you need, when you need them.
If you can’t measure it, you can’t manage it! Define your business metrics. Use Dashboards to display them.
Tie out your payroll before printing checks each pay period & again before filing your quarterly returns.
Perform a weekly tie out of your GL control accounts vs. subsidiary ledgers.
Set up data-driven events to notify management when incorrect data entry has been performed.
Insight Security can be set at the company, module, menu & field level.
What repetitive work are you performing that could be automated?
