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Support Log recurring tickets

BCR Activity Support Log Ticket Menu

Create multiple future recurring tickets. Useful when creating tickets for monthly maintenance o...

Updated 1 year ago by Malcolm

Print/Import Drop Down

BGL Activity GL Cashbook Menu

Print Button Order   Select All Incl Division Incl Region ...

Updated 1 year ago by Paige

GoSweetSpot API Setup

API Connections GoSweetSpot

Basic Instructions Get API Key from GoSweetSpot account Notes ## Fields ## Only  the API ...

Updated 1 year ago by Chris

Stock Value Adjustment

BIM - Activity Stock Value Adjustment Menu

Stock Value Adjustment capture The stock Value Adjustment function is used to amend the current ...

Updated 1 year ago by Imraan

Functions

BGL Activity Expenses Menu

Import From Easy Expense

Updated 1 year ago by Paige

Quote Template Search

ADM Configuration Quote Template Setup Menu

Quote template search allows a user to find quotes that have been re-used. Debtors Module> Confi...

Updated 1 year ago by Otsile

Invoice Group Setup

ADM Configuration Additional Debtors Properties Menu

Invoice group allows you to group and identify certain invoices in order to run detailed reports ...

Updated 1 year ago by Otsile

Category Setup

ADM Configuration Additional Debtors Properties Menu

To be able to select a category from debtor setup or to update debtors import the category needs ...

Updated 1 year ago by Otsile

GL Account Analysis

CGL Analysis GL Account Analysis Menu

Analysis the General Ledger Accounts and the transactions posted. This is a way of analyzing and...

Updated 1 year ago by Paige

Related Transactions

BGL Activity Bank Reconciliation Menu

This part shows the accounts involved in a transaction. Transaction Detail   Print...

Updated 1 year ago by Paige

Bank Recon Date

BGL Activity Bank Reconciliation Menu

Bank Recon Fixes  Make Sure that the date that is used on the Date To is the one that is saved o...

Updated 1 year ago by Paige

Add GL Cashbook

BGL Activity GL Cashbook Menu

Go to General Ledger Module > Activity > Cashbooks Click on the Search button to check for any o...

Updated 1 year ago by Paige

Cashbook Search

BGL Activity GL Cashbook Menu

Process bank transactions General Ledger>Activity>Cash Book   Buttons Search This Butt...

Updated 1 year ago by Paige

BankIT Process

BGL Activity BankIt Menu

The Bankit bank feed intelligence assist users to allocate general ledger accounts automatically ...

Updated 1 year ago by Paige

Manage Duplicate Import Items

BGL Activity BankIt Menu

The purpose of this window is to identify and delete records that have been imported and have b...

Updated 1 year ago by Paige

BankIt Intelligence Setup

BGL Activity BankIt Menu

The BankIt Intelligence Rule consists of the following components. 1 Description Which i...

Updated 1 year ago by Paige

General Ledger Journals

BGL Activity GL Journals Menu

General Ledger>Activity>GL Journals Journals are posted for: 1. Opening Balances 2....

Updated 1 year ago by Paige

Delivery Note Process

BCM Activity Delivery Note Processing Menu

Creditors Module>Activity> Delivery Note processing Delivery note process is where a company can...

Updated 1 year ago by Malcolm

GL Report Code

AGL Configuration GL Report Code Menu

Setup GL Report Codes to group GL accounts for Power BI advanced reports Search   ...

Updated 1 year ago by Paige

Payments Defined

AGL Configuration Payments Defined Menu

Setup various payments defined for BankIT payment categories. Security View Payments Defined ...

Updated 1 year ago by Paige