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Restrict File

Attachments

Restrict file view for users When a user is set to active on Restrict user, they will not see that file in the grid. Tick is active for any new users created. Attachment restrict file When you upload the file, mark the file as Restrict file to hide f...

System Conversion 2023

The Company

The system is in a process of upgrading to the latest GUI interface, we are upgrading from Version 4 to Version 8. This conversion is in line with current online systems layout. Text boxes and grids are bigger with more space in between them. The system con...

Stationery layout with colours

Stationery

The system allows for some customising of stationery layouts to your company colours. The new look is simple with more spacing in text with less data, but important points. Update your colour on the company details and select the default stationery lay...

Dispatch Stock Search

BDM Activity Dispatch Stock Menu

Dispatch Stock works with Part Proforma invoices Video intro on Dispatch stock 2023/10 - Dispatch_Stock.mp4 It allows the customer to pay for stock upfront and receive stock based on their request.  This means that you can send some of the stock and send th...

Repackage

BIM - Activity Repackage Menu

Repackage is a combination of stock level adjustment and stock value adjustment. Repackage helps to distribute product quantities into other product packaging. If you have a box of screws and want to turn it into smaller packages it allows you to do that and...

Creating a new repackage

BIM - Activity Repackage Menu

Adding in a new repackage item

Power BI Profit and Loss

Power BI

Speak to us to create a custom Power BI reporting for your company Below is an example of Power BI Profit and Loss  

Power BI Balance Sheet Cashflow

Power BI

Speak to us to create a custom Power BI reporting for your company Below is an example of Power BI Balance sheet and Cashflow report

Power BI Job Analysis

Power BI

Speak to us to create a custom Power BI reporting for your company Below is an example of Power BI Job Analysis  

Power BI Sales Analysis

Power BI

Speak to us to create a custom Power BI reporting for your company Below is an example of Power BI Sales Analysis  

Clock In Monitor

ECR - Time Logging Time Tracker Log

View all users that have clocked in for the day and those that have not View what jobs the users are working on currently Green Clocked in for day Red Not clocked in

GL Report Code

AGL Configuration GL Report Code Menu

Setup GL Report Codes to group GL accounts for Power BI advanced reports Search   Add Edit Import Report Code Import Report Code to GL Account Print Grid Add or Edit GL Report Code Code   Des...

WIP Journal History

CGL Analysis WIP Journal Menu

WIP journals show automatic correction journals Search for all WIP journals

GL Document History

CGL Analysis GL Document History Menu

When accessing the document history in General Ledger module, this will filter by General Ledger documents Document Management Search Filter and search by General Ledger Module category Add Bank Statements, Tax Reports, journals to this document manag...

Report Request

DGL Reports Report Request Menu

Download Reports which were generated and assigned to you Report download PDF or CSV file Search for the file, highlight and download  

Locations

AIM - Configuration Warehouse Setup Menu

Locations are linked to a warehouse Locations have a unique code across all warehouses.  This adds value when you want to scan a location, it will give you the warehouse that it is linked to. There is Always one location setup per warehouse which is the defa...

Staff Jobs

Job Staff Jobs

View all jobs linked to a staff member Allow one to create time sheets from the linked job line

Staff Schedules

Job Staff Schedule

View Staff schedules on jobs for staff member Turn a schedule into an actual time log   View and edit a schedule line Add details in for a scheduled time log line Promote schedule line to a time log Timelog button Turn a schedule line into a...

Asset Modules defined

Asset Management Trackit Asset Management App

The Asset Tracker has four modules Asset Search Search for Assets and view information on the asset Asset Actions Create an action on multiple assets Asset Audit Action a standard audit or blind audit on location Asset Scan Print Cr...

Asset Search

Asset Management Trackit Asset Management App

Search for Assets and view information on the asset Asset Search video (2023 October) - Asset_Search.mp4 Search on an asset by Scanning the asset tag Searching for the product A-Z Sort the asset list by A-Z or Z-A + (Add ...