There are several Finance Settings to check and enable before you can use Global User with full Finance integration.
Note: Configuration of Global User for Financial Integration requires knowledge of the back-end finance system (eg: Agresso) and is best managed by a Finance Manager.
If you would like to use Global User and are not sure who to contact in your Office for setup – contact Pronto Support.
Agresso Settings
To enable Global User with full finance integration, especially with Agresso (Unit 4), a few specific settings need to be checked and configured. This setup should be managed by your Finance Manager, with support from your internal operations and Pronto Support if needed.
- Phantom Project – Brand Suffix
- To track time in the ‘Lending Office’ a ‘Phantom Project’ is created as a proxy for the ‘Borrowing Project’.
- To identify the Phantom Project as part of Global User workflow – the Phantom Project (Created as a result of inviting a User to a ‘Borrowing Project’ as an Global User) is assigned a job number of the Borrowing Job Number + Suffix.
- The Suffix comes from Agresso and is setup prior to using Global User.
- This setting can only be managed via the Agresso system directly.
- Default Profit Centre
- It is important that users are in the same Pronto office as their Default Branch.
- A member of the support team will send the Operations team a list of users who are in the wrong office.
- The Operations team should check the list and approve moving users to the correct office.