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View your time logs in a calendar format. Go straight to the time log or the client information          Calendar view by Day, Week or Month    Clicking on the entry allows one to open up time log or client information  

Time tracker works with Clock in and Clock out Use the Clock in to create a time log which is linked to a support log or job      Type: Check in Sick Leave  

Search Button To search for an existing expense You can remove the date and description blank and search by status only. This will bring up all expenses for the status that you are searching by. Go to Financial> Expenses then click on the search icon As sh...

Adding new expenses Please see the steps below to successfully add a new expense Click + icon to add a new expense Capture all information as explained in this manual Click on the tick on the top right to save the expense Scroll left to update division ...

Capture a purchase order to order stock        Purchase orders refresh and add new  

The search window has three main sections   1. Plus + button 2. Refresh button 3. Search button   Plus + button Add a new purhcase order Refresh button Click on this button to see existing open purchase orders Search button Search for ...

To capture a new purchase order, Click on the Plus + button Then add general Details Supplier Enter the supplier for the purchase order Date The date will show the current date and can also be changed Description Enter a description of ...

  Attachments Add attachments to the Purchase Order Email to self Send the copy of the purchase order to yourself Send to approval Send the purchase order for approval Balance enquiry Get a balance of the account

Balance Enquiry Get a balance of the account This will check the balance enquiry with the wallet system    This menu is activated in the profile setup  

The approvals menu is used to approve purchase orders and expenses If your menu items are grouped go to Financial> Approvals If your menu items are not grouped then go directly to approvals       To see a list of purchase orders and expenses click on th...

Setup reminders and view current outstanding reminders Video training manual 2016 - Click Here             Use the refresh to view existing reminders or Plus + button to a a new reminder Reminders are grouped into current, 7 days, less than 30 days and ...

After clicking on the Plus + button Reference add a short note on what the reminder is about Copy button copy the reference to the notes section Date To days date will be the default Client select the client the reminder is linked to ...

Track and add new sales leads in the Webatar app.           Click on the Refresh button to view sales leads    

Adding a new sales lead  

Create new quotes for customer          Click on the Refresh button to view quotes / orders      

Some discount structures require an online check. A new button has been put on the quote list search. After you have entered all your items. Check on the discount button to update the customer discounts.   The system will check in this order for discounts...

Create and process an invoice from the Webatar app     Click on the refresh button to search for open invoices    

Create a new invoice by clicking on the Plus + button   There are three main menus 1. General Details 2. Items 3. Process   After entering the information click on the tick to save changes    Adding in a new item on the invoice    After capturing th...

Quick view for sales reps          Run the Activity report for sales rep information  

Quick view for sales reps         Run the Activity report for sales rep information