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Deleting a General Ledger Account, General Ledger account is used in the custom item cost of sales Error:Error 100  ERROR #5002: ObjectScript error: Stock Code 6849 uses this account in the Inventory Item setup as the Custom Item - Cost of Sales accoun...

Memo Notes is situated across the system. It is on grids and documents Grids The memo note has two icons, one indicating that there is no note and one indicating a note is present. No Note Note has been added   Documents T...

View all Notes across the system against one debtor Go to Debtors setup, edit the debtor Under the Activity tab, you can view all activities and actions against the debtor

When adding in a new memo, one can view all memos logged Click on the Show all tick box to view all memos logged against the Debtor By clicking on the Show All tick box, one views all memos against this debtor  

When promoting a quote to a job, there are a few considerations as to whether this quote will be a new job or add to an existing job. If the quote has been created from a quote and not as a sub quote within a job. Then when promoting the quote to the job it ...

Inventory cost price rules Cost prices on inventory items can only be changed via a document journal if the item has transactions. A cost price on an inventory item can be changed if the item has had NO transactions. If the cost price was entered incorrectl...

In order to setup the inventory management system, there are certain minimum requirements required. Company information Company logo in .png or .jpg User list Customer list Supplier list Inventory list Opening stock quantities All information to be...

Group or unGroup icons on Webatar app This replaces a previous setup that needed to be done. It is controlled by the user UnGrouped Icons These icons are generally blue in colour Best used when only using a few menus Grouped icons These icons are ...

Webatar allows one to move icons closer to the top of the list for more frequent used menus. This can be used for single menus or grouped menus Open up the hamburger menu, notice the arrow next to each menu name Click and hold on the menu arrow you want to ...

Synchronising the information to the mobile app Click on the hamburger menu and click on Sync menu item This will take you to the window to sync the data There is several bits of information the app needs to work correctly Button to Sync Offline ...

All uploads of images go through this section If for some reason an image was not able to upload, it will be stored here for later syncing. This can occur if you did not have internet access at the time of syncing When data syncing, one can get a warning of...

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...

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...

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 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...

Reminders Reminders are essential to ensure no critical tasks or important dates are overlooked. Whether it's managing deadlines, tracking project milestones or staying on top of compliance requirements, reminders simplify the process and help you maintain be...

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...

Adding in a new repackage item

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

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