Limiting Document Approvals
Question: Can we set things up so that only people who create a document can approve it? Or so that…
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Newsletter Articles
Specification Field Options for the Document Header
Question: I know there is a Spec field on the Items tab. Could I add a Spec field to my…
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Vendor, Customer and Employee Documents
Did You Know? When you add a new Vendor or Customer Company Contact to Spitfire, a corresponding Vendor or Customer…
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Budget Subtypes
Did You Know? The distributed Budget Doc type includes a subtype field, labeled Type. With one exception, this Type field…
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Global Roles and Predefined Routes
Question: We have a user with a global role of Accounting. Sometimes this person is not included on a document…
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Making a Net-Zero Budget Revision in BFA
Question: I need to move money from one line in my approved budget to one or more other lines. My…
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My Favorite Filter/Sort in the BFA Workbook
Did You Know? The BFA workbook allows you to set a combination of Filter and Sort options as your “favorites.” …
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Posting a CO without Changing Item Statuses
Request: We have noticed that when we post revenue or expenses on an Owner Change Order, the statuses of all…
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Removing Someone from the Document Route
Question: Some documents have a predefined route, which adds people to the route automatically. Sometimes a person does not need…
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Adding Mouse-Over Hints to Fields and Tabs
Question: I notice that some fields on my documents have a little question mark next to them. When I mouse…
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