Favorite settings of Elite Enterprise
Enterprise offers comprehensive functionality that organizations need to compete in the marketplace, and enables national and multi-national firms the ability to efficiently and profitably operate across offices, countries, languages and currencies. As an industry-leader, Joselynn Curtis, project manager for Thomson Reuters Elite, spent some time during the Elite User Conference highlighting her top 10 settings of Enterprise, which she stated was difficult to drill down to form the list.
10. Audit Control – Enables firms to track who makes changes in key tables in the database, which may seem a bit like Big Brother is watching, but it is a great setting to keep track of items changed in the database, who changed them and what they changed.
9. System Defaults – With 123 different settings, there are lots of options to choose from, but users must proceed with caution as those settings can impact transactions in the system. So please contact your Elite representative before making the change, not after.
8. VB Options – Options contain information that defines the environment for Enterprise, allowing users to customize settings and preferences and enhancing their Enterprise experience.
7. Query Builder – Allows users to tailor their queries to meet the needs of the firms, choosing which fields appear and in which order to maximize the fields that the firm uses most often.
6. Screen Designs – Use this feature to customize forms, modify field labels, set new properties for forms, and more to fit the brand of the firm.
5. Tree View Editor – Design a tree to limit or control access to features or certain items by groups or individual users, while also being able to add shortcuts to frequently accessed programs. This reduces the need to set specific user access as it is all controlled by the tree.
4. Enterprise Billing Management – With so many different settings to choose from, graphs and charts for reporting were a highlight, as was the new ProForma access control for accounting periods and globally updating user-defined time and cost cards.
3. Enterprise AP/GL Settings – An example given would let users allow modifications of paid vouchers for prior periods. When prior period entry is disallowed, users can enter comments on a reversed voucher, providing details on its reversal.
2. Extend Event Manager – This feature provides the ability to have a report automatically run and emailed, while allowing the user to set up the report to activate/deactivate, separate or combine globally managed events and additional sorting options.
1. Logging Off – Everyone’s favorite feature! The session closed as the group enjoyed the final feature of closing out of the system and heading home after a long day in the office. In this case, a fabulous lunch at the Aria!
For more features offered through Enterprise, visit elite.com/elite-enterprise.
