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In various areas of the system, there are colour codes indicating over due or future dated transactions. Or this can be an icon   Icon Details  Past 30 days from Due date based on current date  Before 30 days fro...

Job costing has various job status icons to define where the job is   Icon Details  Not started job Start job - Items on the job are active and been managed Job has been forced to start without any lines been man...

Job Costing > Activity > Manage Job    Icon   Details  Not Started No lines allocated or no marked is complete In Progress Line managed - Budget is greater than Actual Qty Reached ...

In the cashbook when selecting allocate, the system will show the allocation type   Icon Details  No allocation has been applied to this cash book line The system was unable to allocate this line Li...

The sales leads icons are based on the stages of the sales lead   Icon Details  Stage0 - Account Management Stage1 - New Lead Stage2 - Identify and Qualify Stage3 - Analyse, Influence...

The icons are based on the supplier payment status  

The stock request icons in Stores allows the user to see at which stage the stock request is at in the stores.       Icon Details  Print Picking Slip Start Picking Collection Ready C...

The supplier invoice and purchase order lines status    Green Circle = Standard lines on Supplier invoice and purchase order Red percentage = A percentage has been put against a line Red Gear and Dollar = CTC (Cost To Company) tick allocated to line Blue ...

When searching in the inventory setup, the grid will display items with icons   Icon Details  Inventory item is active The item is marked as a Unit of Measure The item is a Unit of Measure with Sale...

When searching in the Debtors / Customer setup, the grid will display items with icons   Icon Details  Customer Debtor is active Customer is marked as a Head Office The legal tick box is on where yo...

When searching in the Creditors / Supplier setup, the grid will display items with icons Icon Details  Supplier is active The supplier is marked as a head office Clearing or Forwarding Agent ...

When searching in the Time logs, the grid will display items with icons   Icon Details Non Billable - clock orange Time Log - clock blue Add to Job - clock purple Locked for Invoice -...

This is a small dashboards that showers the modules that a you have access too If you do not have access to a module it will not appear on this list  Modules Defined: Favourites This module takes you to your customised access General Ledger ...

System Configuration Module SCM       - S (Grey)  General Ledger GL           - G (Orange)  Debtors / Customer /Receivable Module DM         - D (Blue)    Creditors / Suppliers / Payables Module CM         - C (Red)    Inventory / Stock / Servi...

HOW TO TAKE ON BALANCES FROM EXISTING BOOKS   When changing accounting packages, there are balances that needs to be carried over from the old package to the new package (Huge ERP). In order to do this you will have to meticulously follow a series of steps ...

Purchase Order flow Purchase Order Receive Stock Delivery Note Supplier Invoice GRV PDF Document - HSOF Purchase Process.pdf Second example of flow Third flow example

Job Costing Overall Flow     Job Costing overview process Job Costing > Activity > Manage Job