Equus Software

Equus Platform Features & Configuration

Security and Access Management

DDMO (data dictionary metadata override) allows advanced Equus Platform users to hide, lock, rename, and customize individual field properties globally or by client and user type

What is DDMO and how is it used?

Field

This article explains how to unlock locked user accounts and reset secret keys for Multi-Factor Authentication in the system

Unlock a User/Reset a Secret Key

User Maintenance

Authorization Status tracks the progress of assignment and relocation requests in the Equus Platform through multiple statuses including Not Submitted, Submitted, Complete, and Denied

Authorization Status

Assignment Authorization

The DOCAUTHCOP system preference controls where documents from finalized authorizations are stored: either in Notes and Communications or in Document Assignment

Destination Location for Authorization Documents (DOCAUTHCOP) System Preference

Authorization Template

The Billing Control Panel is a feature that allows you to generate receivables, process receivables, create invoices, and close fiscal periods in one centralized location

Billing Control Panel

The Funding Allocations feature allows you to manage cross-charging between company entities using templates with fixed amounts, percentages, and allocation methods

Funding Allocations

Invoice Templates allow you to specify which accounts and receivable types to include when generating invoices for different billing entities

Invoice Templates

The Reimbursable Documents feature in Equus Platform allows you to attach receipts to vouchers and configure how these documents are grouped with invoices during billing

Reimbursable Documents

Billing

Equus Portals

Customize theming and colors for Custom Widgets in Landing Experience Dashboards using Theme fields, hex codes, and the Color Settings section

Landing Experience Dashboard Custom Widgets Theming and Color Settings

HR Portal - Landing Experience

The Portal Menu Configuration Page allows you to create custom menu items for external portal users and customize styling with optional stylesheets

Portal Menu Configuration Page

Legacy Portal

The Advanced Email Template Editor article provides best practices for using existing templates, including how to convert legacy templates, adjust formatting elements, and handle HTML...

Advanced Email Template Editor - Best Practices

Email Templates

Equus Apps

Equus Connect App is a secure mobile companion for internal mobility teams that provides on-the-go access to key mobility data with real-time synchronization

Equus Connect App - Overview

Learn how to create and customize a new Equus Connect Theme through the System Theme Builder, including logo, color, and text color options

How to create and customize a new Equus Connect Theme

This article explains how to enable Equus Connect App/Desktop for all users through system preferences EQCONNECTL and EQCONNECTM

Enable Equus Connect App/Desktop

The Equus Connect App is a mobile companion for mobility professionals available on Android and iOS, accessed by downloading from app stores and logging in with email verification

Accessing the Equus Connect App

Equus Connect

The Employee Media Posts screen allows you to create and manage ad hoc posts on an employee's feed in Equus Guide using custom media or library content

Employee Media Posts Screen

Equus Guide is an employee-facing mobile app that delivers relocation information and manages tasks through guided engagement and push notifications

Equus Guide

The Company Employee Media Library screen enables secure content hosting and targeted employee communication through configurable distribution rules in the Equus Guide app

Company Employee Media Library Screen

The Guide App AI Assistant can be enabled or disabled through the Enable Guide AI field on the Employee Guide Configuration page at system and company levels

Enabling Guide App AI

An exchange rate lookup retrieves the conversion rate between two currencies on a specific date for use in cost estimates, compensation calculations, and other Equus Platform modules

Exchange Rates - What is an exchange rate lookup and where are they used?

The Equus Platform allows users to view exchange rates at system or company level by searching within a specified date range and optional currency filters

Exchange Rates - How to view exchange rates?

This article explains how to configure exchange rate logic at system and company levels using the Exchange Rate Settings screen and Rate Source field

Exchange Rates - How to set exchange rate logic at system and company levels

This article explains the three types of exchange rate matches—Exact, Inverse, and Triangulated—and the logical lookup order used to identify rates in the Equus Platform

Exchange Rates - What are the types of exchange rate matches and logical order applied to lookups?

Exchange Rates

The Cookie Notification feature displays a message when users log in to inform them about cookie usage and request their acceptance across all platform areas

Cookie Notification

The Equus Community is an online forum for Equus Platform and Workia clients to ask mobility questions, share expertise, join focused groups, and access industry resources

The New Equus Community

Generic Equus Mobile Workforce Platform User Guide

Configure license agreements for different user types (Internal, External Client, External Employee, External Delegate, Vendor) via the License Agreements screen

Configuring License Agreement

License Agreements

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