Improve collaboration on financial reporting among teams located at the office, job site trailer, and field to speed up workflows, streamline communication, and increase efficiency.
Before You Begin
Before using Financial Controls, complete the following steps:
- Review the Getting Started page in Help. Even if you have already configured another module in your employee portal, such as HR Management, Field Management, or Field Service, you may need to modify your current security settings or add other administrators before setting up Financial Controls.
- Review Vista Setup for Financial Controls Modules that you want to add to your employee portal. Features that are not configured in Vista will not work in Financial Controls.