| **Create Sales Lead** | Allows you to easily create a sales lead from a debtor or customer screen if they want more business or services without having to recapture all information that already exists within the system. |
| **Alerts** | Set up an alert for a customer in the system |
| **Target** | Allows you to set monthly targets for the year |
| **Time Logging Budget** | Allows you to setup time logging budget |
| **Contracts** | Allows you to view maintenance contracts |
| **View Recurring Transactions** | Allows you to set and view recurring transactions |
| **Mobile Sync Activate All** | Allows you to activate mobile sync on all debtors |
| **Mobile Sync Deactivate All** | Allows you to deactivate mobile sync on all debtors |
| **Change to Prospect** | Allows you to change a debtor/ customer to a prospect |
| **Change to Opportunity** | Allows you to change a debtor/ customer to an opportunity |
| **Update Debtors** | Allows you to update debtors/ customer properties |
| **Alert Number** | After clicking save the alert number will be generated by the system |
| **Source Type** | Select a debtor/ customer type on the drop down |
| **Document Type** | Select the document type on the drop down This is where you indicate where you want the alert to be |
| **Debtor** | Select debtor/ customer on the drop down |
| **Target User** | Enter the user that should receive the alert when adding or editing a debtor/ customer document |
| **Reference** | A note that will assist you to recall what the alert |
| **Notes** | A detailed note to remind you why you put the alert |
| **Date Time Created** | Date and time will be generated by the system after you click save |
| **Action On** | This is when should the system send you and alert. When adding or deleting something on the selected source and document type |
| **Name** | The name of the person adding the alert |
| **Active** | Put a tick on if alert is active and do not put tick if the alert is not active |
| **Period** | This reflects the month of budget |
| **Start Date** | The start date of the targeted budget |
| **End Date** | The end date of the targeted budget |
| **Amount** | The budgeted Amount |
| **Actual Amount** | The actual amount made in that period |
| **Variance Amount** | The budget amount minus the actual amount equals to variance amount (Difference between amount and actual amount) |
| **Last Date Actuals Updated** | This shows the last date the budget was updated. |
| Description | Add a short heading describing the why you are creating a time logging budget |
| Date From | Add the start date of the project |
| Date To | Add the end date of the project |
| Budget Qty | Add the budget amount agreed on with the debtor/ customer |
| Budget Value | Add budget value agreed on with the debtor/ customer |
| Adjustments | If there are any adjustments to the budget add them here |
| Adjustment Date | This is the date when the adjustments were made between the two parties |
| Incl Travel | Put a tick on if the budget amount or value includes traveling |
| Incl Toll Fees | Put a tick on if the budget amount or value includes Toll fees |
| Incl Disbursements | Put a tick on if the budget amount or value includes disbursements |
| Incl Non-Bill Qty | Put a tick on if the budget amount or value includes Non-Bill Qty |
| **Sales Rep** | If you want to run a report by a specific sales rep, then you will need to select the sales rep on the drop-down menu. If you leave the sales rep on all the report will run by all sales rep. |
| **Division** | If you have set up divisions for your debtors, you can pull the report for all your debtors or you can select a specific Division from the drop-down menu. |
| **Region** | You can pull the report for all your debtors, or you can select a specific Region from the drop-down menu if you have set up Regions for your debtors. |
| **Status** | If you select all the report will pull all statuses. If you want to view report by status, select the status on the drop-down menu |
| **Category** | To generate the report, the user has to select the category from the drop-down menu |
| **Acc Manager** | You can pull the report for all your debtors, or you can select a specific Account manager from the drop-down menu if you have set up Account Managers for your debtors. |
| **Billing Group** | Select the billing group update on the dropdown |
| **Partner** | Select the partner update on the dropdown |
| **Default Address** | Select the default address on the dropdown |
| **Enforce Sales Rep** | Select Yes to enforce sales rep or select No if you don't want to enforce sales rep |
| **Override** | Put a tick on override if you want to override a selection made on the dropdown |