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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...

Basic Search Video training manual 2016 - Click Here Search button allows a user to search using filter options. If no filter options are selected all Sales Lead records are displayed on the grid. Sales Lead Search is where you search for existing sales le...

A sales lead is the identification of a person or entity that has the interest and authority to purchase a product or service. This step represents the first stage of a sales process. To create a new sales lead you need to click on Add and the screen below wi...

Create a quote  The system allows for a creation of a quote from the sales leads  Click on create quote button  The quote will be linked to the sales lead    A Time Log can be created also from the sales leads Click On create time Log Button

Leads find companies through numerous of channels The  Webaccounting system allows for the setup of the sources in order to continuously  analyze which channels are working well for your marketing strategies.    Add Sales Leads Source  

Make date fields smaller •Swap Follow up date and estimated close date •Follow up date field cream back ground •Put a Reminder button next to both fields •Next to the Follow up date, add in tick box a.When adding a new sales lead, tick box is on b.When e...

Detail Tab Video training manual 2016 - Click Here  Support log tickets are used to capture work for internal and technical staff. Customer problems or support issues.  CRM Module > Activity > Support log ticket  It shows a list of support log from cust...

With Webaccounting we can integrate a logging system so that customers can go to your website, click on a support button and log a ticket. This feature also allows the company to publish basic support manuals to their customers by using the Search Help files ...

CRM Module> Activity> Support Log Ticket Select: Support Log Ticket Menu Item bv Click the Add Button Debtor Enter the Company Name Reference Enter a Reference for the Support Call Task Select a Task from the Drop Down Sub ...

Video training manual 2016 - Click Here  CRM>Time Logging>Time Tracker Log  Note: This has moved from System Configuration Module    It’s a method for recording the amount of a worker’s time spent on a job  All buttons are at the top of the window Searc...

When clocking for Checkin and Jobs, one is able to use this window outside of the system to capture time.  .....\wab\acck\TimeTracker.csp  

Before starting to use the time tracker clock, some setups need to be done Make sure that Codes are more than 5 characters long and letters need to be in capital   1.User setup with barcodes 2.Contract tasks setup 3.Inventory service items setup   Setup...

It is a good idea to setup a quote with estimated values that is going to be taken over to the job    Prompted quotes to job Assign specific line items to appear on your barcode print out Put the tick on for Time Log Link Barcode - This tick tells the Barc...

One would need to setup barcodes for the following:   1.Employee / user list of barcodes 2.Contract tasks to be used 3.Existing active jobs 4.Job Line Links for each job    An Excel sheet with barcodes can be used to set this up. The barcode font39 nee...