My Company Deep Dive

Level 201

This session is all about you, as we take a look at setting up your business in My Company. Find out how to separate billing based on physical location or business unit. Get familiar with security restrictions on items like tickets and agreements. Segment clients by criteria like territories or sales rep. See how to channel revenue into your accounting based on locations or business units. And get the how-to steps for increasing the accuracy of your reporting.

Round 9 | Friday, Nov, 10 | 12:45PM - 1:45PM

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