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Monday, September 19, 2011

5:00 PM - 5:25 PM
Track: Security/Regulatory/Compliance/Fraud View Track

DIFFERENTIATE XPANDEDREPORTS FROM YOUR OTHER CONSULTANTS

Lee Walthall President, XPANDEDREPORTS

Report Security at the Class and Sales Rep Level Using XpandedReports? Yes, You Can!
Information is required for people to do their job, but providing easy
access to "pre-filtered" information is not possible with QuickBooks alone. Learn how XpandedReports solves the issues of "view only" for Pro and Premier users, and eliminates the need for additional users for QuickBooks when only reports are needed. Imagine the possibilities of anywhere, anytime access for reports do not require an export to Excel by the accounting staff to control what data a user can see.
Training Objectives:
*        Examine the security options to limit the information people can see
*        Learn how to protect your memorized reports from use and changes
*        Obtain an understanding of how to leverage the cloud for those without QuickBooks access

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