When you launch Nexonia with your organization, we recommend these steps as best practice for a smooth transition:
Make sure notifications are on at both the system and user level.
- How to Enable Email Notifications for Expense Approval
- How to Enable Email Notifications for Credit Card Transactions
- How to Enable Email Notifications for Timesheets
- How to Enable Email Notifications for Time-Off
Double check role permissions are set correctly for all users, including turning approvals on.
For Expenses, review credit card integration & ignore irrelevant transactions.
For web-based integrations, ensure configuration synchronization and exports are running successfully.
- Synchronizing the Nexonia Configuration with Intacct
- Synchronizing the Nexonia Configuration with NetSuite
- Synchronizing the Nexonia Configuration with QuickBooks Online
Fill in “Send errors to” fields in integration(s) (ERP and Credit Cards).
- How to Set Email Notifications for Configuration Sync Errors
- Configuring Notifications for Company Credit Card Import Errors
Delete test transactions.
Send password resets (if necessary) to alert users they have access to Nexonia.
Welcome new users to Nexonia (optional).
Comments
0 comments
Article is closed for comments.