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Reece Taylor
rtaylor@psainc.ca
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Bank Details Entry/Approval Segregation - NEW
Published December 10th, 2024 by Reece Taylor
Overview An important function of all organizations is to segregate the access users have to banking information. PSA Air allows this through security set up and an approval process on updated bank accounts. To initiate this, ensure the following Air MFF is set to Y=yes. The banking details of a vendor can be entered for new suppliers or can be upda
Document Register Setup
Published March 20th, 2025 by Reece Taylor
Document Register is a fully integrated file management system that allows PSA to add a “DocReg” mode to any screen in Pronto where master data is being held. This mode can then be used to store documents (word, pdf, csv, jpeg, excel) against that record on DocReg's cloud platform. This file is dynamically created by DocReg based on the record have
Maintenance Monitor Point Bulk Upload Tool (GUP)
Published February 18th, 2025 by Reece Taylor
This function allows you to bulk upload monitor points to multiple assets for multiple readings over any given period you would like. Use Function “Import Monitor Readings” Enter/Tab through these fields Add your Comma Separated Values File (have attached the template to this email with an example). The formatting in this template is very specific,
Pronto's "So-Easy" User Guides
Published March 6th, 2025 by Reece Taylor
Attached below are a series of help guides that can be used to better understand and navigate Pronto. Accounts Payable https://static.helpjuice.com/helpjuice_production/uploads/upload/image/12893/direct/1741281030974/AP%20So%20Easy%20Guides.zip Fixed Assets https://static.helpjuice.com/helpjuice_production/uploads/upload/image/12893/direct/174128111
Overview: The RFP Process
Published September 21st, 2022 by Reece Taylor
The RFP process allows users to control whether a requisition goes through a formal vendor quotation process after it has been approved and before it is converted to a purchase order based on the value of the approved requisition. Major Function Flags The initial setup is controlled from the RAPS System Control table. If you would like to utilize th
Overview: RAPS Contract Module
Published September 21st, 2022 by Reece Taylor
The Contract Module function allows users to create and maintain their contracts information in tandem with the procurement system, RAPS. Contracts are managed directly in Pronto and tie back into the requisitions and orders that are raised on behalf of the business to track spend against the contract records. Data Grid Fields Fields within the data
Journal Entry Approvals
Published November 1st, 2024 by Reece Taylor
If a journal entry is created by one user, suspended, and then reviewed and posted by another user, this can be determined using the below information. This only applies to batches that have a batch type = JE and a tracking type = GJ You can determined who entered the batch from the below table You can determine who posted the batch from the belo
RAPS Officer Table
Published September 21st, 2022 by Reece Taylor
The RAPS Officer Table controls the approval workflow of requisitions for your business. Each user in the workflow is assigned an authorization code made up of 12 characters (alpha/numeric). Data Grid Fields Fields within the data grid that define the record. User ID The system user ID of the end user that require access to the officer table and ab
RAPS Delegation Maintenance
Published September 22nd, 2022 by Reece Taylor
The RAPS Delegation Maintenance function allows users to delegate their RAPS authority to another user for a specific period of time. This authority includes their authorization code and subsequent place in the approval workflow and the approval limit of the delegated authority. The user who has been delegated will retain their own authorization cod
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