Financial Management
Welcome to Help Central’s home page for New World ERP Financial Management. Here you will find links to documentation, videos, and community portals related to the Financial Management application, as well as timely announcements when applicable.
Also, you can use the table of contents on the right side of the page to navigate within the online help. The contents are organized to match the menu layout in the Financial Management software.
For Martha’s Review
This section displays in the internal version of help central only. It is not meant for customer consumption, but to assist in the review and quality control of New World ERP documentation.
User Documentation
User’s Guides
- Accounts Payable
- Annual Budget Processing:
- Asset Management
- Bank Reconciliation Processing
- Contract Accounting
Import/Export Specifications
2017.1 MIU Patches (.zip files)
- Accounts Payable Invoice Import
- Accounts Payable Purchasing Card Import
- Positive Pay Export
- Vendor 1099 Import
2017.1 (.zip files)
- Accounts Payable Purchasing Card Import (.zip file)
- Bank Account Journal Import (.zip file)
- Budget Import (.zip file)
- Journal Export (.zip file)
- Journal Import (.zip file)
- Miscellaneous Billing Invoice Import (.zip file
- Positive Pay Export (.zip file)
- Project Journal Import (.zip file)
- Revenue Collection Receipt Import (.zip file)
- Special Assessments Lockbox Import (.zip file)
- Third-Party Payment Import (.zip file)
- Vendor 1099 Import (.zip file)
Videos
Webinars
What’s New in 2019.1
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What’s New in Financial Management 2019.1
Supporting documentation:
1099 Processing
- 1099 Processing for Beginners (December 2016) - Keywords: 1099, Vendor 1099, 1099 Processing.
- 1099 Processing Refresher (December 2016) - Keywords: Vendor 1099, 1099 Processing, 1099.
Annual Budget Processing
- Annual Budget Processing for Beginners (November 2016) - Keywords: Budget Processing, Annual Budget, Budget Book.
- Annual Budget Processing Refresher (November 2016) - Keywords: Budget Processing, Annual Budget, Budget Book.
Soft Close PO Processing
- Soft Close PO Processing for Beginners (December 2016) - Keywords: Soft Close Purchase Order, Soft Close Fund, Soft Close.
- Soft Close PO Processing Refresher (November 2016) - Keywords: Soft Close Purchase Order, Soft Close Fund, Soft Close.