Advanced and Administrator Guides

These guides will take you through various advanced options and options only available to firm administrators.

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11 articles in this collection
Written by Matthew Jones

ADP and Business Central

A quick link to the relationship between ADP and Business Central.
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Written by Matthew Jones
Updated over a week ago

Business Central Dimensions

A way of telling, within Business Central, from where transactions originated if you have multiple business centers.
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Written by Matthew Jones
Updated over a week ago

Microsoft Escalation Ticket

A Guide for sending a help request to Microsoft when an issue is beyond our control.
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Written by Matthew Jones
Updated over a week ago

Business Process Flows

A quick intro and full video to the creation and application of Process Flows.
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Written by Matthew Jones
Updated over a week ago

Deactivate a Client

How to Deactivate a Client in Curo365.
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Written by Matthew Jones
Updated over a week ago

Auto Allocation Configurations

A Guide for explaining, setting up, and activating your Auto Allocations Configurations.
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Written by Matthew Jones
Updated over a week ago

Email Templates for Contacts

A guide for creating and using email templates in Curo365 built on Contact info.
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Written by Matthew Jones
Updated over a week ago

Removing a User

A guide to removing a User from your Curo365 Environment
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Written by Matthew Jones
Updated over a week ago

Wealth Counsel Configuration and Use

A guide to installing, configuring and using the Add to Wealth Counsel option in Curo365.
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Written by Matthew Jones
Updated over a week ago

Creating and Adding Custom Fields

A short Guide to the huge world of Field Creation and Field Management. Experimentation will be required if you hope to tackle this beast!
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Written by Matthew Jones
Updated over a week ago

Customizing SharePoint Display Settings

A guide to setting the default display options for your SharePoint interface.
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Written by Matthew Jones
Updated over a week ago