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LOADROLE Miscellaneous Function
Please find below a list of Formulas you can cut and paste onto your forms to help ensure that the hierarchy of contacts is observed:...

Hayley Stephenson
Apr 8, 20201 min read
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Getting the right contact details on your paperwork
Getting the right contact details on your customer facing paperwork, aid communication, builds relationships and hopefully speeds up...

Hayley Stephenson
Apr 8, 20201 min read
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Are the correct people receiving your Sales Invoices
Exchequer, Advanced, Roles, Contacts, Paperless,Specific Role, General Rold

Hayley Stephenson
Apr 7, 20201 min read
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Hayley Stephenson
Mar 20, 20200 min read
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Exchequer - Job Costing, OLE Save Budget
This video takes you through the process of creating an OLE spreadsheet and saving it back into Exchequer. Using the example of analysis...

Hayley Stephenson
Mar 1, 20201 min read
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Exchequer OLE Add-In Installation
This post details the Exchequer OLE Add-Ins to Microsoft Excel. This process must be done for all users individually who require access...

Hayley Stephenson
Mar 1, 20201 min read
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Exchequer - Forms Designer Adding Logos
Separating our business from the crowd is important for all companies, and branding is simply one of tools we use to do that. Help to...

Hayley Stephenson
Feb 29, 20201 min read
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Exchequer - OLE Save Button
This video explains why adding a simple button to your OLE Journal will reduce the risk of duplicating transactions in your accounts. It...

Hayley Stephenson
Feb 23, 20201 min read
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