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Ship Logic Courier Delivery Setup and Usage

API Connections Ship Logic - The Courier Company

To view instructions on creating a shipment from an Invoice without an overview of the relevant f...

Updated 1 year ago by Malcolm

GoSweetSpot Courier Delivery Setup and Usage

API Connections GoSweetSpot

To view instructions on creating a shipment from an Invoice without an overview of the relevant f...

Updated 1 year ago by Malcolm

Supplier Listing

DCM Reports Creditors Report List Menu

Creditors >Reports > Report List Report on all Creditors which have being added to the Creditors...

Updated 1 year ago by Pamela

Purchase Orders

DCM Reports Creditors Report List Menu

Creditors >Reports > Report List Shows a report on different statuses of Purchase Orders.  This ...

Updated 1 year ago by Pamela

00. Overview of Costs and Expenses on a Job

DJC Reports Report List

Job Costing> Reports> Reports List This report can be run by selecting a Job Number range, a Deb...

Updated 1 year ago by Malcolm

01. Job Quote Summary Report

DJC Reports Report List

Job Costing> Reports> Reports List This report shows quotes in various status levels with cost, ...

Updated 1 year ago by Malcolm

Supplier Delivery Performance Report

DCM Reports Creditors Report List Menu

Creditors >Reports > Report List Supplier From / Supplier Tp Select a Suppliers/Credito...

Updated 1 year ago by Pamela

Invoice Search

BDM Activity Invoices Menu

To search for invoices go to: Debtors Module> Activity Invoice The screen recalls invoices base...

Updated 1 year ago by Andrew

Detailed Age Analysis

DCM Reports Creditors Report List Menu

Creditors >Reports > Report List Shows the detail of unallocated transactions of Creditors in a ...

Updated 1 year ago by Pamela

Creditors Allocation Report

DCM Reports Creditors Report List Menu

Creditors >Reports > Report List Shows detailed allocations of payments of invoices per Creditor...

Updated 1 year ago by Pamela

Age Analysis

DCM Reports Creditors Report List Menu

Creditors >Reports > Report List Gives a report of all Creditors monies due and aged by period f...

Updated 1 year ago by Pamela

Add Sales Order

BDM Activity Sales Order Menu

Detail Tab Debtors Module> Activity> Sales Order The Sales Orders screen will open To search f...

Updated 1 year ago by Andrew

Debtors Aging Letters

ASCM - Administration Defaults

    Setup of Debtor Aging Letters Allows for sending out emails to customers based on their agin...

Updated 1 year ago by Andrew

Creditor Interactions

DCM Reports Creditors Report List Menu

Creditors >Reports > Report List This report shows all notes captured against creditors. A singl...

Updated 1 year ago by Pamela

Asset Return Date Scheduler

AAT Configuration Email Notification

Setup a new schedule to run checks on due letters that are active on assets that are in an out st...

Updated 1 year ago by Malcolm

Asset and Actions setup

AAT Configuration Email Notification

Settings for the following areas need to be setup in order for the email to go out. Asset Setup ...

Updated 1 year ago by Malcolm

Email Notification Setup [WIP]

AAT Configuration Email Notification

Setting up of multiple letters to action to customer contact. Multiple template letters Link te...

Updated 1 year ago by Malcolm

Debtors Statements

DDM Reports Debtors Statements Menu

The Debtors/ Customer statements allow the company to send out statements to customers via print ...

Updated 1 year ago by Malcolm

Head Office Statements

DDM Reports Debtors Statements Menu

Consolidated statements or branch statements Video training manual 2016 - Click Here Head offic...

Updated 1 year ago by Malcolm

Debtors Graph

DDM Reports Debtors Report List Menu

Debtors >Reports >Report list  Gives a line or bar graph of all invoices less credit notes for a...

Updated 1 year ago by Pamela