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General

10

How to Access General Settings in Capexplan
How to change the language in the Capexplan dashboard
How to view Subscription Information in Capexplan
How to View Company Calendar in Capexplan
How to set up Basic Settings in Capexplan
Approval Currencies in CAPEXPLAN
Utility Invoices CAPEXPLAN
CAPEX Management – Forecasting
How to Configure My Settings in Capexplan
How to set up Advanced Settings in Capexplan

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Installation

5

Do I Need Software for Capexplan? | Installation FAQs
How to book a demo of Capexplan?
How to get a Free Trial for Capexplan?
How to Log In the Capexplan dashboard
How to Logout From The Capexplan Dashboard

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Training

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Introduction to Capexplan: Your Comprehensive Guide
How to Search Past Capex in Capexplan
How to use Search Setting in Capexplan
How to Manage Contracts in Capexplan
How to Update Forex Rates in Capexplan
How to Organize File Inventory within Capexplan
How to Manage Envelopes and Projects in Capexplan
How to Build and Edit Your Organizational Chart in Capexplan
How to Manage Users in Capexplan | User Administration Tips
How to Access Activity Logs In Capexplan
How to Generate Custom Reports in Capexplan
How to Generate an Allocated Capital Report in Capexplan
How to Generate an Amount Spent per Reason Report in Capexplan
My Settings Overview in CapEx Plan
How to create/edit Budget in Capexplan
How to Allocate Capital for Entities in Capexplan
How to Manage the Ongoing Projects Report in Capexplan
Manage Budget in CapexPlan: General Overview
How to Manage Asset Inventory in Capexplan
How to Calculate Loan by Loan calculator in Capexplan
How to Calculate Amortization in Capexplan
How to Calculate Simple Payback Period in Capexplan
How to calculate Internal Rate of Return (IRR) in Capexplan
How to calculate Net Present Value (NPV) in Capexplan
How to Track Capex Expenditures
How to Use Capexplan’s Approval Workflow | Workflow Guide
How to Create and Submit a Capex Request in Capexplan
How to Set Up Custom Fields in Capexplan
How to Import Capex Details in Capexplan
How to Export Capex Details in Capexplan
Capex Plan Settings Guide: Start Date, Logs & Auto-Archiving
How to Create and Add Users in Capex Plan
How to Apply Module Permissions to Users in Capex Plan
How to Bulk Upload Users in CapexPlan
How to Use the Current Users Tab in Capex Plan
How to Use Profile Management to Streamline User Permissions
How to Create Executive Summaries for Capex Requests
How to Import Data into Capex Plan
Configuring Minimum Request Amounts and Budget Allocation in Capex Plan
Restrict Capex Request Creation for Specific Entities
How to Resize Fields in CapexPlan
Customize Column Order in the Approval Process Page
How to Grant Edit Access to Capex Requests
How to Edit Menus in CapexPlan
How to Use Checklists in CapexPlan
How to Delete Approved Capex Requests
Allow Capex Request Creation Without a Number
Set Up Foreign Exchange (FX) Rates in CapexPlan
Restrict Edits to Capex Only During Reapproval
Managing Approval Notification Settings in CapEx Plan
Reposition Capex Request Fields Using the Pencil Icon
Configuring Mandatory Fields in CapEx Plan

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Integration

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User Management Functions | Capexplan Knowledge Base
Request Type Management
Business Unit Management
Cost Type Management | Capexplan Knowledge Base
Permitted Currency Management | Capexplan
PO Fields
PO Line Items Fields | Capexplan Knowledge Base
Track Invoice Fields
Track Reception Fields
Create PO
Create PO Line Items
Create Invoice Line Items
Create Reception Line Items
DISBURSEMENT TIMELINE: Efficient Financial Operations

Security

5

Comprehensive Security Process with Capexplan
How to Set Up Single Sign-On (SSO) in Capexplan
How to Access Approval Policies in Capexplan
How to Transfer Approval Authority in Capexplan
Capexplan Security: Frequently Asked Questions

Capexplan Video Library

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Resize Fields
Prevent capex request creation for some entities
Modify position of columns in the Approval Process page
Manage Approval Notifications CapexPlan
Manage Budget General Overview
Grant Edit Access
Foreign Exchange FX Rates
Filters In The Manage Budget Page
Exporting Data In Help Menu.
Editing Position Of Some Capex Request Fields With Pencil Icon
Editing Menus
Edit Capex And Only Edit Capex In Reapproval.
Check Lists
Deleting Approved Requests
Allow Capex Creation Without Number
Minimum Top And Bottom Allocation
Importing From Help Menu.
Entering Amounts In Budgets
Creating Or Importing A Budget In Capexplan
Creating Executive Summaries For Capex Requests
Managing Budget In Capexplan
Budget
Personalizing User Setting In Capex Plan
User Management Current Users
Profile Management
Multi User Upload
Module Permissions
Basic Settings
Auto Archive
Budget Components
Creating A Budget Proposal
Advanced Settings Tracking Fields
User Management Creating User
Creating An Org Chart

Home
Docs
Security

Security

Comprehensive Security Process with Capexplan
How to Set Up Single Sign-On (SSO) in Capexplan
How to Access Approval Policies in Capexplan
How to Transfer Approval Authority in Capexplan
Capexplan Security: Frequently Asked Questions

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