Exact Globe Tips
Brought to you by the Exademy: Exact’s Corporate Center of Learning
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Globe Role Bar
Exact Globe is a
complicated software package allowing companies
to automate everything from purchasing, sales,
manufacturing, accounting and all stops in
between. But chances are you are only
interested in a certain segment.
In this quick demo, you'll learn how to use the
Exact Globe Role Bar to create a personalized
map for the functionality important to you which
allows you to carry out your daily work
efficiently.
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Customizable Terms
The menu paths and terms in
Exact Globe are named in such a way to make them
clear to the widest possible audience. Of course
that doesn't necessarily mean it's the best name
for you.
In this short movie you'll learn how you can
customize terms and menu paths so it becomes
more clear to you.
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Getting hot with HotKeys
Most navigation in Exact Globe is typically done
with a mouse. But if you are involved in
keying in lots of data or if you are used to
working with DOS programs using the mouse
creates a break in your flow and slows you down.
In this short demo you will learn some of the
most important keyboard shortcuts or 'hotkeys'
which allow you to execute key functions without
using your mouse. This will get you
buzzing along again in no time!
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Play
Movie
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Although there are many
fields in Exact Globe, it's always possible you
are missing fields which would be useful for
your situation. In Exact Globe you can define
your own free fields according to your specific
needs.
In this movie you will see how you can use the
free fields in many different ways, to customize
Exact Globe exactly to meet your needs.
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Mailing PDFs
We are living in a world
where physical post is becoming less popular and
undoubtedly email is the way to go when sending
out information. But some formats may look
different depending on the mail client.
Within Exact Globe we've grown with this trend
and offer the option to send pdfs via email
rather than physical post. Watch this
video to find out how.
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Interactive Balance Sheet
Do you sometimes find you need more or different
information than that provided in the Globe
balance sheet? Do you find yourself navigating
to each GL account to get the information you
use?
The interactive balance sheet in Exact Globe
allows you flexibility about how the information
is presented and allows you to retrieve
information about GL accounts without having to
navigate away?
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Winston Churchill once said
'However beautiful the strategy, you should
occasionally look at the results'. And
this is never more true than when running a
business.
In this movie you will see how you can use the
Financial Pivot Report in Exact Globe exactly to
create complex financial reports showing you up
to the minute results and even consolidating
information between more than one administration
for greater insights.
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MRP Templates
Do you use MRP in Exact
Globe? Do you sometimes have to make notes
and refer to them in order to produce the
different MRP reports you need? Sometimes
do you have trouble reading your own
handwriting?
if you answered yes to any of these questions
than this tip video is for you! Throw away
your notes! We're here to show you a
better way: MRP Templates. Dive on in; we
think you're going to love it.
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Sales Order: Item availability
When entering a sales order do you sometimes
have to open another screen to view more details
about the items that you are selling? Do
you wish that the information related to stock,
vendor, etc were available from within the
order?
Well wish no more, my friends, the information
you need is available by clicking the 'advanced'
button when doing an item search. Want to
see it? This video will show you how.
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Would you like to add more
information to your Globe database then your
current fields allow you to? For example
do you need more descriptive fields for the
items you stock?
With the Exact Extender you can extend your
database fields and add more fields wherever you
need them. In this quick tip video we'll
show you how.
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