12 July 2022 | Exchequer | Phoebe Adshead

Exchequer: Key System Security and Maintenance Tips

Our Software Services Manager Jo Benson presents a one-hour webinar on key system security and maintenance for Exchequer accounting software.

In Jo’s on-demand webinar, she covers:

User security and permissions – Jo covers how to tighten security when it comes to user access and permissions across the system
Bank details audit log – another key aspect of the system given the sensitivity of the data, Jo gives an overview of how you can lockdown certain areas for better security management
Microsoft Excel exports lockdown – in Exchequer you can exports lists into Excel, Jo shows you how you can lockdown this feature so only nominated users can export such data
Data backup and storage, and
We cover a few top tips for data and system maintenance – so, keeping your data clean and tidy and what you can do maintain it

You can watch the video below, or click the video to watch it in full screen on YouTube.

Posted by Phoebe Adshead

Phoebe Adshead is Group Marketing Manager at The HBP Group and has progressed through roles at The HBP Group, from Senior Marketing Executive to Marketing Manager, building a deep understanding of how technology supports long-term customer sucess in the ERP sector.

On the blog, Phoebe writes about ERP software, business communications, and the role technology plays in helping organisations grow with confidence. Based in Kingston upon Hull, she also supports local community initiatives and partnerships as part of HBP’s wider brand activity.