Learn how to set up Master Approvers to control high-level financial authorizations for POs, ETCs, and Overages across your entire organization.

Master your organization’s database by learning how to create shared contacts, edit details, merge duplicate entries, and archive vendors or crew members.

A complete overview of the Organization General Ledger, the master report that aggregates all financial transactions across every project for high-level auditing and analysis.

Learn how to use the Organization Trial Balance to get a high-level financial snapshot of your entire business, verify accounting integrity across all projects, and export data for auditing.

Master the Organization Cash Flow report to track actual liquidity and cash movement across your entire business for accurate financial planning.

Learn how to set up a new production project, including defining its name, currency, timeline, and cost center assignment.