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Video training manual 2016 - Click Here  System Configuration>General>Leave Allocation      Once Leave is created, Send Request Leave for Approval      

System Configuration> General> Leave Calendar View calendar entries by Employee Click on entry to edit    

Video training manual 2016 - Click Here System Configuration> General> VAT / GST Tables    The reason for VAT tables is to make it easy when analyzing the VAT report.  Descriptions of the various VAT types can be edited to suit your wording preference and ...

The reason for VAT tables is to make it easy when analyzing the VAT report. Descriptions of the various VAT types can be edited to suit your wording preference and to make it easier for staff to identify which table apply to respective documents. Go to Syst...

There is a new category on the VAT / GST Tables to assign various categories to the VAT / GST types. This is to eliminate manual excel spreadsheets where we need to sum up the sales and purchases. So when we submit to Tax Office, they want sales and purchase...

Video training manual 2016 - Click Here System Configuration> General> Projects Setup   Projects are different from job costing. Where job costing relates to costs per job, a project can have multiple job costings allocated to it. Projects are situated th...

Video training manual 2016 - Click Here System Configuration> General> Pricing Levels This is where multiple types of pricing levels for customers are created.    All that is required is to set up the code and description of the new pricing structure.   ...

Added in the new pricing level for a currency. Currently it is on a one at a time basis. This is a problem, need to do it in bulk The pricing level update will be based on the search criteria.        This is the window that comes up  Rules: 1. F...

Video Training Manual 2016 - Click Here System Configuration> General> Terms and Conditions  General arrangements that form part of an agreement or contract  The Navigation Ribbon has the following buttons: Add button Add new Terms and Conditions ...

Video training manual 2016 - Click Here Go to system configuration > general menu group > recurring transactions. Enter a Recurring Transaction Coder, Description, Status, In Use Criteria or Active status to initiate the search. As in the case with all We...

Go to system configuration > general menu group > recurring transactions In this area you are going to be setting up the contract terms, which means you'll define which period the recurring is going to be running, example for a 12-month cycle and at which day...

Video training manual 2016 - Click Here

Rules in on Recurring invoices regarding on hold status. If a client is on hold when the recurring is changing the status of the debtors invoice from recurring to preparation. The recurring invoice needs to be changed to cancelled and an email is sent to the...

Customer / Debtors Module> Activity> Invoices There are a number of places to update the changes, here is one place to change One will still have to change each recurring invoice, however you can then update all future invoices with ease Go to Customers inv...

Recurring Documents Customer invoices creating contracts against customers and then automatically generate future invoices. These invoices can either be automatically invoiced, processed and then emailed off to the customer, a report will then be sent to you...

Setting up your Region Add in a region Ensure one of the regions is a default When entering the Weather Code link, ensure that you enter the region and Country Region You can spell out the word Christchurch or CHC Separate with a comma ...

Link the weather to the region in customer / debtors setup This helps identify the weather that a user is setup in. Helps identify a customer in that region weather.  

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

Setup Job Recovered costs for Job Costing Module This recovered cost function and GL link is used with Stock requests and job costing. When the Job line is Locked (from reopened), invoiced or quantity is not enough to return then the job recover option will ...

Video training manual 2016 - Click Here System Configuration> Reports> User Access Report