Complete the appropriate fields on the Settings tab. Field Description / Action Time zone Select the primary Time zone for the tenant. Automatically Enable (select) this check box to automatically process/close process/close exportable documents during export tasks. If checked, exportable exportable requests, invoices and purchase orders will be automatically documents closed when running a new export batch. during export Note: this setting is a default and can be overridden in the export task task. Anyone can Enable (select) this check box to allow all employees to create receipt receipts. Use employee If checked, companies must be assigned for each employee. companies Click Save. Click on the Request type / Item type tab. Complete the appropriate fields on the Request type / Item type tab. Field Description / Action Request Enable (select) the Active check box for the tenant specific Request type / type(s) and Item type(s). Item type Click Save. Click on the Templates tab. Select the appropriate template(s) to install / activate for the tenant and click on the Install button. Delete an Existing Tenant On the Tenant / Index page, select the desired tenant to delete. Click on the Delete button. The Tenant / Delete page appears.
Complete the appropriate fields on the Settings tab. Field Description / Action Time zone Select the primary Time zone for the tenant. Automatically process/close exportable documents during export task Enable (select) this check box to automatically process/close exportable documents during export tasks. If checked, exportable requests, invoices and purchase orders will be automatically closed when running a new export batch. Note: this setting is a default and can be overridden in the export task. Anyone can receipt Enable (select) this check box to allow all employees to create receipts. Use employee companies If checked, companies must be assigned for each employee. Click Save. Click on the Request type / Item type tab. Complete the appropriate fields on the Request type / Item type tab. Field Description / Action Request type / Item type Enable (select) the Active check box for the tenant specific Request type(s) and Item type(s). Click Save. Click on the Templates tab. Select the appropriate template(s) to install / activate for the tenant and click on the Install button. Delete an Existing Tenant On the Tenant / Index page, select the desired tenant to delete. Click on the Delete button. The Tenant / Delete page appears.
SWIFT-Implementation-Guide-rev3.0-1.docx