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Exchequer: Key System Security and Maintenance Tips

1 min read

Phoebe Adshead
Phoebe Adshead key responsibilities lie in marketing; ensuring that businesses are aware of the products, services and expertise available from The HBP Group.

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.