Automation Parameters

Automation parameters refer to the specific settings and criteria used to automate various accounting processes. These parameters help streamline tasks, reduce errors, and improve efficiency so focus can be on more strategic tasks by reducing the time spent on repetitive and manual processes.

How to view Automation Parameters

Viewing Automation Parameters

Select Environment / Automation parameters from the Settings section of the Pulse menu -

Note

This is an example screen shot of the Pulse menu.

Position of the menu items within Pulse will vary according to available options and dependant on personal screen resolution.

or enter Automation parameters in the Quick Launch side menu.

This will then show the Automation Parameters on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select on the top right of the page, then tick/untick the information you want to hide or display.

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Updated August 2024