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Video Training Manual 2016 - Click Here The Time logging setup is done under the contract maintenance menu There are 3 setups required: The contract The tasks Service items Billing Rates Once these have been setup, you will need to link these to one...

Billing Rate Adding Billing Rate   Contract Task Adding Contract Task   Contract This is where the contract between the provider of a service and the user’ details is created. It has five tabs and four buttons Detail Tab – The co...

 The file to be imported must be in a CSV format. Click on the Select Files… button to open the navigate window allowing the user to navigate to the file to be imported. Once the desired file has been located either double click on the file or click the Op...

Expense setup allows you to create expenses to be used by your team for GRV and Journal transactions CRM Module> Configuration> Expense Setup Expense Category Expense category allows you to create a main group for the expense   Code Descrip...

Job Costing >Configuration>Check Sheet Template Setup   Before setting up a Check Sheet Templates; answer the following questions: • What do you want to call the check sheet? • List all the items for the check sheet • Categorize the items you have liste...

JOB Costing Pre Inspection Check Sheet  This manual describes how to create and maintain a Pre Inspection Checksheet. The Pre Inspection Checksheet is created from the Check Sheet Template     Navigation Ribbon consists of 5 buttons, a drop down menu and ...

Time Tracker Allow the user to set up different start and end times for Lunch/tea. Video training manual 2016 - Click Here  CRM>Configuration>Time Tracker Config> Time Tracker Tab Time Tracker Configuration has moved from System Configuration module to CR...

Webatar > Activity> User dashboard  Purpose: The User dashboard was designed to give easy access to documents. The dashboard will show the user the last records that they opened and can be filtered by document type. Controls: Document Type Combo Box: Giv...

Allows the user to search, add, edit and delete pre-inspection checksheets CRM Module> Activity> Pre Inspection Check List Document Number Enter a document number you wish to search for Description Enter a description specific to the document ...

A support request search entails the list of requests sent through from the Website Support This is where they will be listed in the system Normally all our command ribbons are at the top of the screen in WebAccounting When you click on the Search Button ...

Dashboard Tab Detailed Tab Custom Fields Tab Calendar Tab On the Calendar we have a few indicators define time logs captured: **  Indicates Time log was geo located at the client's location  - Green !!  Indicates Time log was geolocated but not c...

It helps one to create a reminder of something, works like an alarm. It allows a user to search according to preference. If the search tab items are left blank, the system will pull out all the all the reminders on the system Search Tab User – search by e...

Memo is used to keep track of communication CRM Module> Activity> Memo Search Document Type Here you can search all memos relating to a specific document type Date From Limit the data returned by using a date range Debtor Search for all ...

Alerts allow an automatic pop-up to occur when selecting a specific customer, supplier, stock item and other sections within the system. When creating the alert it will be in an active state If you want to remove the alert, make the alert inactive or Cancel ...

This allows a user to interact with the customers. Basic Tab – Search button Debtor/Lead - search by debtor Interaction Type – select interaction type from the drop down arrow Date From – select the date from and the Date To, and search Order By – selec...

Video training manual 2016 - Click Here Details Tab: Shows all the mailing list created. History Tab: Shows the history of sms mailing lists with the messages that was sent. Add Button: Allows the user to create a new mailing list. Edit Button: Allows th...

Expenses are used to process claims for reimbursement. Expenses help with accurate and timely expense claiming Faster expense processing. Employee satisfaction. Experience processing cuts costs Reduce errors and mistakes done by the manual traditional pro...

 Allows the user to search, book in, edit, create quote and book out CRM Module> Activity> Bookin Book In Enter a Book In which you wish to search for Customer Select the customer relating to the book you wish to search for Asset No Ente...

The Sales Leads screen allows users to create new Sales Leads or search for existing ones. Video training manual 2016 - Click Here  Webatar > Activity> Sales Leads Search Functionality The search panel enables users to filter and locate Sales Leads using...

CRM Module> Activity> Sales Leads A Sales Lead is a person or organisation that has shown interest in purchasing a product or service and has the authority to do so. This represents the first stage of the sales process. The Search button allows you to open a...