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User From   User To Date From Date To

New features released up to August 2024 1 Substitute Item on Sales Documents (View Details) 2 Bulk email enhancements (View Details) 3 Invoice Open (View Details) 4 Module Access Tabs (View Details) 5 Browser Tabs (View ...

On hold refers to the status of a debtor or customer account.  On hold allows you to temporarily restrict certain actions against a debtor or customer, such as processing debtor or customer documents due to the following reasons Credit limit exceeded  Pay...

This screen allows you to search for a expense set up  If you don't put filter your search this will bring up expenses CRM Module> Configuration> Expense Setup Code Description   Print/ Export To add a new expense category or t...

Inventory module> Reports> Reports List Customer Select a customer you wish to filter the report by on the drop-down menu. If the customer/ debtor doesn't have any stock count under their name for the selected count date the generate and export fo...

Inventory> Reports> Report List Document Dates Select document days on the drop-down menu if you are wanting to pull this report for a specific date. Leave document selection on all if you want the report to show all document dates Sort By ...

Show Only Zero Remaining Days   Current Value Greater Than Zero

System Configuration > Reports > Report List (LAB) Report Type Monthly or Grouping Group By No Grouping Customer Test Lab Tech Date From / To Select the Date from and to - Default 6 months back from current date Customer Fro...

Tagging an asset with a label and adding this asset as new. Video training 202402 - Asset_Tag_Add.mp4 Tag the asset Clean the area that the tag or asset label needs to be applied. Apply the label to the asset. Add the asset Adding the asset by cl...

No Longer used Installing the app from email link Open up the email on the device Click on the link Click on the download it on Google Play After the installation, find the icon under apps for barcode count

The system caters for two types of themes per user. System is upgrading to latest forms. Classic View Triton   Classic View Classic View is a smaller font and condensed view  Below is an example of classic view   Triton View This view is ...

Change transaction dates of processed documents. Helps to not have to do a credit note and reissue invoice. WARNING Use this new feature with care. It allows one to change the transaction date of posted documents. This will update the document, general le...

 CRM Module> Activity> Email Mailing List Click "Add" Add the Mailing List Name and a Description Click "Save" Click Save a new a window will openHere you can start adding your contact for the mail. Click "Add" Use the filters to limi...

This is a utility that allows a posted invoice to be reopened and edited. Warning The utility will do the following Make a PDF invoice and store in folder Un allocate the invoice Delete General Ledger transactions Delete VAT / GST tables Delete mirror...

Creating a new import from Excel file See attached file layout for GL journal import - Journal Import Temp 202403.xlsx

The following icons appear on sales documents   Icon Details  Item is on special linked to a deal (Only shows in quotes) RFQ and Drop Ship ticks are both activated  RFQ is active  Drop Ship...

Purchase documents icons The following icons appear on purchase documents   Icon Details   Item has a line discount Line has Job CTC (Cost to Company) activated Line has Job SC (Scope Creep) activated ...

Invoice grid displays the type of invoice is shown in the search grid The following icons appear on sales documents   Icon Details  Recurring Invoice Part invoice ticked but not processed as Proforma Invoice ...

This is where you search for active an inactive alerts CRM Module> Activity> Alert Search Source Type Alert No Show Date From Reference User Action On Date To   Grid