A Video Library of Configuration Menu's
Lists Configuration - Global Menu: The global lists configurations in OnTarget are applicable to various aspects throughout the system. This video will help you learn about the global list configurations setup.
List Configuration - General Ledger Menu: Learn how to setup all relevant General Ledger forms so that your accounting practices can be captured in a meaningful way to your organization.
List Configuration - Employee Menu: Learn how to configure drop-down menus found within the employee record so that employee record reflects your organization. This video explains the configuration screens in order to setup employee records.
List Configuration - Client Menu: This video explains the configuration screens within client records so that you can capture data specific to your organization.
List Configuration - Client Insurance Set-Up: This video will demonstrate how to properly configure items specific to the set up of client insurance information. This is handled through the services section of the List Configuration tool in the Configure Desktop module.
List Configuration - Notes: This video will demonstrate how to properly configure note templates so that an organization's service note documentation requirements are met. This is handled through the services section of the List Configuration tool under Configure Desktop.
List Configuration - Note Customization: Learn how to add custom fields to note templates in order to meet your documentation standards and replicate your organization's note forms.
List Configuration - Note Customization for Multi-Time/Date Capture: Learn how to create a Multi-Day Note template. This is a note format that supports multiple dates of service, or multiple time entries for a single day, on a single note form.
List Configuration - Checking: Learn how to setup checking accounts for the purposes of cutting payroll and accounts payable checks.
List Configuration - Payroll Rules: Learn the critical rules that govern how payroll runs in OnTarget.
List Configuration - Payroll Leave Policy Setup: Learn how to set up leave policies to manage paid time off for employees along with their running balances.
Grid Notes - Configuring Note Keys: This video will provide step-by-step instructions on how to set up note keys for grid notes. This is a required step when implementing grid notes.
Grid Notes - Configuring Key Rule Templates: Key rules allow for automation of assessment keys on grid note templates. This video will help guide you through the process of configuring key rule templates for grid notes.
Services - Linking Group Services: This video will show you how to link group services together in order to prevent unnecessary overlapping validation messages.