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Webatar Move menu positions

Install and setup Webatar

Webatar allows one to move icons closer to the top of the list for more frequent used menus. Thi...

Updated 1 year ago by Malcolm

Attachments PDF

Install and setup Webatar

A new button is added to the Webatar attachments app to allow for PDF uploads Click on the Paper...

Updated 1 year ago by Malcolm

Icon online or offline

Install and setup Webatar

New Version of App The menu icon with a grey dot will indicate whether the information can be ...

Updated 1 year ago by Malcolm

Webatar Activate

Install and setup Webatar

To allow Webatar business application to work, the user has to be activated on the main system T...

Updated 1 year ago by Malcolm

Webatar Setup

Install and setup Webatar

Webatar setup on Smart Device   Refer to section in manual on Webatar installation  Click here...

Updated 1 year ago by Malcolm

Webatar Help Manuals

Install and setup Webatar

Starter help manuals for the Webatar App   Type Name URL Webatar ...

Updated 1 year ago by Paige

Bank Payment Schedule Export

BCM Activity Creditors Cashbooks Menu

Bulk supplier payment Export bank file Supported banks ANZ Bank ANZ Direct ASB Bank BNZ Ba...

Updated 1 year ago by Malcolm

Basic User Setup

BSCM - General User Setup

ideo Training Manual 2016 - Click Here The user management menu allows you to create, inactivate...

Updated 1 year ago by Otsile

Incident Log

BSCM - General User Setup

Log incidents with users   Add / Edit an incident

Updated 1 year ago by Malcolm

Debtor Access

BSCM - General User Setup

Enable this function for additional security to limit access to customers

Updated 1 year ago by Malcolm

Project reports

BSCM - General Projects

There are multiple ways to get information on the detail of projects There are two ways to get y...

Updated 1 year ago by Paige

Job Scheduling

BSCM - General Weather Forecast

Job Scheduling Weather link The job scheduling will show the weather icon or weather colour  

Updated 1 year ago by Paige

Region weather link

BSCM - General Weather Forecast

Link the weather to the region in customer / debtors setup This helps identify the weather that ...

Updated 1 year ago by Paige

Weather Forecast setup Region

BSCM - General Weather Forecast

Setting up your Region Add in a region Ensure one of the regions is a default When entering th...

Updated 1 year ago by Paige

Invoice Status

BSCM - General Recurring Transactions

Recurring Documents Customer invoices creating contracts against customers and then automaticall...

Updated 1 year ago by Paige

Recurring Invoice update future invoices

BSCM - General Recurring Transactions

Customer / Debtors Module> Activity> Invoices There are a number of places to update the changes...

Updated 1 year ago by Paige

Debtors Recurring invoices on hold status to change to cancelled

BSCM - General Recurring Transactions

Rules in on Recurring invoices regarding on hold status. If a client is on hold when the recurri...

Updated 1 year ago by Malcolm

Recurring Invoices Security

BSCM - General Recurring Transactions

Video training manual 2016 - Click Here

Updated 1 year ago by Paige

Recurring invoices Setup

BSCM - General Recurring Transactions

Go to system configuration > general menu group > recurring transactions In this area you are go...

Updated 1 year ago by Paige

Recurring Transactions Search

BSCM - General Recurring Transactions

Video training manual 2016 - Click Here Go to system configuration > general menu group > recurr...

Updated 1 year ago by Paige