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Dashboard Quadrant Maintenance
There are multiple dashboards that can be added to be used in your dashboard Click on Add to def...
Reports
The system has many reports broken down into categories. The main categories are as follows: ...
Dashboard Setup
System Configuration> Security> Dashboard Setup Dashboards allow one to view information on scre...
Approval Levels
System Configuration> Security> Approval Levels This is the setup for the flow of actions requir...
History Import
System Configuration>Security>History Import This feature has been discontinued. For Trial Bala...
Last Payment
Use this utility to update Debtors and Creditors last payment date. This will update the tables ...
Due Date
Use this utility to update all the debtors and creditors transaction with the due date. This wil...
Change Customer on Job
Use this utility to change a wrong customer on a job to the correct customer . This will change ...
Merge Customers
This utility allows you to merge customers. When somebody has duplicated a customer and has put ...
Posting queue reset
Video training manual 2016 - Click Here
System Recalculations
System Configuration> Security> System Recalculations We run recalculations to eliminate errors ...
Report Security
Video training manual 2016 - Click Here System Configuration> Security> Report Security This is...
Role Permissions
Video training manual 2016 - Click Here System Configuration> Security> Role Permissions Role Pe...
Security Role Permissions
System Configuration> Security> Role Permissions To create a new role permission, first select t...
Sorting menus in sequence
Enter on grid and change the sequence number that you want the favorites list to appear to the us...
Favorites Maintenance
Video training manual 2016 - Click Here System Configuration> Security> Favorites Maintenance T...
API Setup
System Configuration>Security>API Setup The term API is an acronym for Application Programming I...
Manage Functions
Add and Maintain Functions which are linked to the modules. This defines what is been exported. ...
Manage Modules
Add Modules (Grouping of exports) Using groups helps define the exports, works well to define mo...
Email Schedule Maintenance
Setting up who receives the email Module Select the module Function Select the ...