Common Tasks

Carry out these tasks anywhere in Lucernex:

• Activate or Deactivate a field Option

• Add a Group

• Add a Type

• Add an Expense Type

• Add an Accounting Schedule Type

• Add an Organization

• Add a Person in the Add Person window

• Add an Employer, Vendor, or Legal Party

• Add a Sales Group

• Add a Sales Type

• Add a Category Code

• Calculate Entity Latitude and Longitude

• Upload a Document

• Upload a Photo to an Entity Summary Page

Some tasks are only available in the modules that follow.

Contracts and Equipment Contracts

Programs, Sites, Projects, Capital Projects, and Facilities