Stefanie Koffler
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Articles
Recent activity by Stefanie Koffler-
Using Note Classes to Display Additional Event Information (COE)
Note classes can be used to display additional event details (program information, target group, objectives, speaker information, etc.) on the online calendar of events. To configure this, follow t...
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Voucher Processing (Supplier Invoices)
This article includes functionality released in the 2024.3 update. Vouchers are used to process your supplier/vendor invoices. Once you create and post the vouchers, they become available for ...
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Supplier Payments
This article includes functionality released in the 2024.3 update. Normally Supplier Payments are processed at regular intervals to pay approved vouchers (Supplier Invoices) as they fall due f...
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Remittance Advice
Remittance advices are used with EFT payments to notify a supplier of the details for electronic payments. Configure a Remittance Advice Email Template You configure remittance advices as email tem...
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Creating an Economic Impact Spreadsheet Template
Each meeting has an economic impact, the money spent by event organizers and attendees within the destination, and the economic impact can be tracked using the Economic Impact field on the Add/Edit...
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Manage an Online Service Order Approval Process
Business Case I suggest and add service orders for my customer in the back office (e.g. some catering orders). Why? Maybe this is what we discussed on the telephone or I may give my customer some ...
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GL Account (Non-Event) Budgeting
You can do budgeting at the GL account level, also called non-event budgeting. You can manage GL account budgeting manually or use a GL Budget Import. Using the GL Budget Import when loading the en...
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Configuring Events with Multiple Currencies
If you are an event organizer planning events in different countries and continents, you may have the challenge of different currencies. If you organize conferences and offer online attendee regist...
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Inline Notes
An inline note is a custom note field you can add to pages or windows so you can enter and/or view a note directly on a page or window without having to access the Notes tab or open the Add/Edit No...