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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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Training

52

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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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

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

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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

Capexplan Video Library

39

Capex Request Management
Approval Workflow
- How to Configure Approval Notifications
- How to Customize Columns in the Approval Workflow
Budget Management
Importing & Exporting
- How to Export Data in CapexPlan
- How to Import Data in CapexPlan
User & Profile Management
System Settings
UI Customization
- How to Customize Menus
- How to Resize Form Fields
Overall
- Budgeting Overview in CapexPlan
- Full CapexPlan Platform Walkthrough

FAQ Library

14

Cloud
Threat Management
Compliance
Business Continuity Management
Information Security Incident Management
System Acquisition, Development, and Maintenance
Communications Security
Operations Security
Physical and Environmental Security
Cryptography
Access Control
Asset Management
Human Resource Security
Information Security Policies

Home
Docs
Capexplan Video Library
User & Profile Management

User & Profile Management

How to Create and Manage the Org Chart
How to Manage User Profiles
How to Manage Module Permissions
How to Upload Multiple Users at Once
How to Create New Users
Managing Current Users
How to Personalize Your User Settings

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