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Setup & Reporting

ERPat setup, permissions, branches, reports and dashboard practices.

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Report layout for managers who only need exceptions

Posted by Niko Tan · Managers are asking for shorter reports that show only exceptions. What fields do you include so the report st…

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Can branches share one approval workflow?

Posted by Paolo Cruz · For companies with multiple branches, do you keep one approval workflow or define branch-specific approvers fo…

3 45