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Time Log
Video manual training 2016 - Click Here It’s a method for recording the amount of a worker’s time spent on a job Search button - As per the criteria entered or selected in the items on the Detailed panel or the Custom Search panel Add button - Add a new...
Add or Edit Time Log
Details: Details Debtor Select the debtor Contact Person Your Superior/Manager Employee Select the employee responsible for the Time Log Date Of Log Select/enter the date for the Time Log ...
Details 2
Add or Edit Time Log Details Tab 2 Support task Select the desired Task Support Sub Task Select the desired Sub-Task Log No Support Log Number - in the event that this Time Log was created from a Su...
Travel Expense Tab
Add or Edit Time Log Travel Expenses Tab Charge Travel Fees Tick if Travel Fees are to be charged Travel Bill Type Select either Distance or Time Charged Distance Rate A distance value to be used in th...
Invoice Line Tabs
Invoice Tab Add button Allows a user to add an invoice associated with the time log Edit button Allows a user to make changes to the time log item Delete button Allows a user to delete a time log item ...
Custom Fields Tab
Custom Fields Tab Select category from the drop down arrow and save System buttons Save button Save the Time Log Save And New button Save the Time Log and open a new Time Log Save And Clo...
Timelog to Outlook Calendar
Video training manual 2019 - Click Here Creating time logs and pushing these to your outlook calendar. It is a great way to get your staff to first capture in the system and then push it to the outlook calendar. This way your time logs are up-to-date and...
Timelog Time Increments
Time log time increments are defaulted to 5 minutes up or down. The increments can be set under the Time Tracker Config Time can be set for 10 minutes or 15 minutes or 30 minute intervals
Email Mailing List Search
Existing Mailing List This is where you search for an existing Email Mailing List Video Training Manual 2016 - Click Here CRM Module> Activity> Email Mailing List List Name Search for your list-by-list name Description Search for your li...
Creating and Send Bulk Mail CRM (Debtors)
CRM > Activity > Email Mailing List Click on the template that you would like to send out Click "Send Mail" The below screen will open. Choose a Letter Template from the drop-down menu to determine the content of your outgoing message. Select a Ma...
Mail Chimp
Mail Chimp Email Out Video training manual 2019 - Click Here Webatar > Activity > Email Mailing List In Huge ERP we allow for email mailing list to be exported and imported to mail chimp. Having created a central database in your customer setup files, y...
Time Log Invoice Search
Video training manual 2017 - Click Here Video manual training 2016 - Click Here Search: when the user click on search the system will generate and display available time log sessions Create new sessions: this button is used when a new session needs t...
Create New Session
Webatar > Activity> Time Log to invoice Search Please Note : Support Log Number in Red indicates that there is an open Support Log linked to this Time Log. Support Log Number in Blue indicates that there is a closed/completed Support Log linked to this ...
Reminder Search
Webatar > Analysis > Reminder Search 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 t...
Dashboard Displays
Asset Groups Setup
This is ideal for setting up various types of groups for your Asset items. These groups are used in Asseet Fixed assets to group all fixed assets into a single General Ledger Journal. Meaning you can create a group called vehicles fixed assets. Assign al...
Asset Actions Setup
Setup the various actions that can occur against an Asset for Asset item To set an action against an asset go to Asset Tracker Module> Configuration> Asset Action Then click add and the screen below will appear. To edit an asset action, highlight the asse...
TrackIT Asset Condition
Set up various conditions that you would like to apply to each of your asset items
TrackIT Asset Locations
Set up various locations for your asset items
Policy Control setup
Video training manual 202112 - Click Here Setup policies for the company