Search Results

Click on the Plus + button to add a new record  Search for the customer. Enter the contact person you are working with (this will default the contact at the debtor/customer setup) Enter a short reference and summary of what has been done at the client Chec...

This menu has additional information for the time log   Contract - this links the time log to a contract (a default is automatically set) Task - the task is linked to a contract Service item - the service item is linked to a task (the service item is what ...

Select the billing rate This rate is used for invoice and calculating the time log rate Bill quantity on time X bill rate = Total bill rate   Original billing rate This is a guide rate to what rate you would like to bill It is only used for reporting.  

Activate to charge for Travel  Bill type a. Distance b. Time c. Both    Activate for toll fees Charge toll fees or not  

Add new items against the time log Stock, service or custom type items    Multiple items can be attached  

Add images of work done as proof of progress  Click on the Plus + button to add a new image After syncing the time log, go to Uploads menu to sync the images to the server  

Email to self - Email the time log to yourself Open support log - if time log is linked to a support log you can open the support log Create reminder - create a reminder on this time log Clone log - make a copy of the time log Create sales lead - create a ...

After saved, sync the time log to server    

Capture time without all the additional menus Only the very basics are here.        Add in a new quick time with the Plus + button   Employee - this will default to the user that is logged onto system Client - add in the client that the log is against J...

Split time  (this feature has been discontinued)   This time is used where you want to go into detail for every minute.  Having a start stop button capturing time against a client. Merge all time into one time log or individual times.    Add in a new time...

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: a. Check in b. Sick c. 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 specific purcha...

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...