General – EBM Software

Catalyst Glossary

This glossary gives users a comprehensive list of terms, concepts, and other definitions commonly used within the EBM Catalyst suite and its application. If you encounter other terms or ideas that aren't included in this list, please reach out! Skip to a term... 2FA, Activity, Activity vs. En...

Account Mapping

In the realm of accounting and data management, the "mapping of accounts" refers to the systematic process of categorizing and assigning hierarchy levels to unclassified or unassigned accounts within a financial system. This procedure is crucial for maintaining an organized and meaningful repres...

Excel Shortcuts and Formulas

EBM Commonly Used Shortcut Keys Action Keystroke Action Keystroke Essential Formatting Cells Toggle Screens Alt Tab Go into Cell F2 Copy / Cut Ctrl C / Ctrl X Bold Ctrl B Auto Sum Alt = Italics Ctrl I Fill Down Ctrl D Underline Ctrl U Fill Right...

Mapping Unassigned Accounts in Catalyst

If you're wondering why your ERP system's data isn't visible, unassigned accounts might be the culprit. This guide provides a straightforward solution, helping you identify and map unassigned accounts in Catalyst. We'll walk you through the steps and shed light on the importance of mapping in ke...

Trouble Changing Password

Trouble changing your password and seeing a "request failed" message? This FAQ has your back. If you've tried various iterations without success, it might be a character combo issue. We'll guide you through a quick resolution, so you can update your password hassle-free. Issue "I can't see...