7. Reference Management

References are managed in the Administration/System Configuration section of MarginPoint 8. They are sometimes referred to as Jobs, Cost Centers, or Accounts. It’s a form of additional data that can be added to a transaction. Unlike Customer fields, there is additional logic for references that allow you to govern access to these references by Department

7.1 Creating References using the Excel Add-in Tool

References are created with use of the Excel Add-in Tool. Please refer to the MarginPoint 8 Excel Add-In User Guide for further instructions.

7.2 Viewing References 

To View references

To View references
1. Go to the Administration drop-down menu and choose System Configuration.

2. In the References section of Administration/System Configuration, click on View References.