User Profile Management
Business Account Filters
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User-specific Access: Limit visible business accounts per user
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Role-based Security: Department-specific account access
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Filter Configuration: Set in User Setup → Wise User Profile
Setting Up User Filters
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Open User Setup
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Navigate to Wise User Profile
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Set Business Acc. Filter field
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Users will only see filtered accounts
Number Series Configuration
Posted Document Numbers
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Posted Invoice Nos.: Automated invoice numbering
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Posted Credit Memo Nos.: Credit memo number assignment
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Customization: Municipality-specific numbering schemes
System Maintenance
Data Validation and Integrity
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Relationship Validation: Customer/vendor account links
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Balance Reconciliation: Regular balance verification
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Reference Validation: Payment service verification
Performance Optimization
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Index Usage: Optimal query performance
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Filter Application: Improve user response times
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Archive Strategies: Manage historical data
Integration Points
General Ledger Integration
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Posting Groups: Automatic G/L account determination
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Dimension Integration: Global dimension filtering support
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Reconciliation: G/L balance verification processes
Master Data Synchronization
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Customer/Vendor Updates: Automatic address synchronization
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Payment Terms: Inherited from master records
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Contact Information: Real-time updates