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Video training manual 2016 - Click Here  Debtors module> Configuration> Debtors Setup      Add the debtor Information Under accounts details you will be able to select the preferred currency for the debtor and select it  Once an invoice is raised agai...

Creditors Module>Configuration>Creditors Setup  Add supplier details.    Go to account details and select the preferred currency for the supplier.

Allow users to access the company in a different language Unlimited amount of languages Setup all labels in your language  Language Tab Current maintained languages. English South African English New Zealand New Zealand and Australia Englis...

Video training manual 2016 - Click Here Allow unlimited number of custom fields to be created and then be seen in most documents in the system Add as many custom fields as you require for additional information. Custom Fields give you the flexibility to add...

Video training manual 2016 - Click Here Reference Values screen is where all the document numbers are begun in order to run in sequential order. The prefix of the documents can be changed for General ledger, debtors, creditors, Inventory and job costing. Thi...

Custom periods help you select an alternative way of running reports. While the financial reports could be running on a monthly. The custom periods can run on a weekly basis, you could also have it run as an alternative monthly. Running from the 25th to the ...

System Configuration>Administration> Imports  we have updated the system with the imports files that can be downloaded    Select the file and click on download.    The file can then be used to populate data and import in the system.

System Configuration>Administration> Imports Before proceeding with this, please ensure you have done a backup. To export your current pricing levels from the system, go to the reports menu group in one of the modules and then click on the report lists menu ...

Use this function to import and change. 1 New item code 2 Item description 3 Long description    The fields for import are as follows: The CSV must be semi-colon (;) separated Old Code New Code Description ...

Video Training Manual 2016 - Click Here The user management menu allows you to create, inactivate or edit a user profile Systems Configuration Module> General> User Setup You can search for a user using the following criteria: Login Id Employee Name ...

To setup new users to access the system, go to: System Configuration Module >General >User Setup The following screen will appear    To add a new user, click on the Add button and the screen below will appear  This is where you add all necessary details a...

Video training manual 2016 - Click Here  

The default security is off for users to view the General ledger control accounts. These accounts are: 1 Inventory / Stock Control Account 2 Customer / Debtors Control Account 3 Suppliers / Creditors Control Account 4 VAT / GST / Tax...

When we make a user inactive or delete a user. The following will occur: 1 Webatar tick is off 2 Job costing module access is removed When the license is checked it ignores users that are deleted from the count.

 Systems Configuration > General > User Setup> Tick to activate messages on a user. • Keep track of all tasks, reminders and items linked to jobs • Provides notification updates in one place. • Notifications can be used to create new reminders...

Huge ERP (Webaccounting) has a basic leave approval and tracking system. Staff can request leave and then email managers. Managers can then approve or deny the request. Leave is then tracked and can also be printed out if needed.  

This feature assists in logging a user off the system when a user has been abnormally logged off. When a user logs into the system and a message comes up informing the user that the said user is already logged in. An administrator could be requested to log yo...

Video training manual 2016 - Click Here System Configuration> General> Set Password   This menu allows you to change an existing password or change a password of a user in the event that the user forgot the password. Passwords are a minimum of 8 characters...

System Configuration> General> Special Deals Deals help setup groups of items to sell Setup the period the deals will run for Add/ Edit Add or edit a special deal Clone Clone a deal and change Range Tab Setup the Range based on Qu...

System Configuration> General> Sales Rep Commission Sales Rep Commissions are financial incentives that companies offer to their sales representatives based on the sales performance of the individual. Commissions are a common and effective way to motivate sal...