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Power BI Job Analysis
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
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
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
Creditors Setup Import/Export
Creditor Import / Export Creditor Contact Import / Export Statutory Import / Export
GL Report Code
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
WIP journals show automatic correction journals Search for all WIP journals
GL Document History
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
Download Reports which were generated and assigned to you Report download PDF or CSV file Search for the file, highlight and download
Locations
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
View all jobs linked to a staff member Allow one to create time sheets from the linked job line
Staff Schedules
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
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
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 ...
Asset Actions
Create an action on multiple assets Asset Actions video (2023 October) - Asset_Actions.mp4 Actions logged against an asset are as follows: Location Condition Issued to Icons defined Full item details on grid Compact grid view ...
Asset Audit
Create a Standard audit or blind audit Asset Blind audit video (202401) - Asset_Audit.mp4 Asset Results (202401) - Asset_Audit_Results.mp4 Standard Audit Standard audit is green Standard Audit allows one to view items in location Once scanned the...
Preparing for Asset Management
There are a few setups that are required before working with the assets Training Video 202402 - Asset_Intro.mp4 The main system needs to be setup for the following Brand Make Model setup Brand make and model to allow easy searches and categories ...
Asset Scan Print
Create an action on an asset by scanning the barcode. The system will automatically print the label of information of that asset Used in a manufacturing process Automatic printing is setup in the main system
Add Creditor Payment
Click on Creditors Module> Activity> Creditor Payment Search Click Add button to create a new Creditor Payment Authorize Process Attachment Memo Note View Document Creditor History Add New Documents V...
Boxes
Setup boxes that will be linked to a location which in turn is linked to a warehouse Boxes numbers are unique The box is always linked to a location Boxes can be moved between locations, and the contents are then moved to the new location. Record of the mo...
Warehouse Locations Active
Warehouse location is activated per warehouse per item Locations activate is a new license module Tabs for Locations and Boxes are dependent on whether the warehouse is activated for that warehouse. Locations and Boxes are only searches to tell you how much...