-
Last Updated: 05/31/2019
Overview Accounts are used to post financial transactions to your Accounting Software. Generally you manage within Accounts through your Accounting Software. To access the Accounts function, Click on the Gear Icon (Top Right of the Screen)>Profil...
-
Last Updated: 05/31/2019
Overview The Manufacturers profile list allows you to quickly give supplemental information on the Items in your database by identifying their Manufacturer. To access the Manufacturer function, Click on the Gear Icon (Top Right of the Screen)>Pro...
-
Last Updated: 05/31/2019
Overview The Employees & Other Names is used to add time based employees and other names to the system. Employees and Other Names are used on the Time Entry screen on Work Orders . The Employee / Other Names list works the same way as all othe...
-
Last Updated: 05/31/2019
Overview The Vendor Types categorize your Vendors. For example, to find out how much money you spent last year on outside subcontracting, all such Vendors will need to be grouped into the Subcontractors Vendor Type. Once on the Vendor Type Profil...
-
Last Updated: 05/31/2019
in Admin Activities Overview An Activity is a way to document an action that will or has occurred by one or more of your users. The primary activities are Event and Task . For example, if you want to remind a sales rep to follow up on an order, you would create a T...
-
Last Updated: 05/31/2019
Overview Item Groups are used to categorize Items . An Item's Group also pre-defines certain properties such as Type, Unit of Measure and Accounts. Creating Item Groups To create an Item Group, from the Home Page click on the Gear...
-
Last Updated: 05/31/2019
in Sales Overview A Quote is a document that a seller provides to a buyer that offers goods or services at a stated price, under specified conditions. Quotes are documents that are used to let a potential buyer know how much your goods or services will cost...
-
Last Updated: 05/31/2019
Overview The Customer Types Profile List is a handy way of categorizing your customer base into two or more types. Keeping track of your Customer Types can greatly increase the usefulness of your reporting, allowing you to target specific niche mar...
-
Last Updated: 05/31/2019
Overview The Lead Statuses Profile List is used to set up different statuses that can be assigned to leads in the system. These can be used to trace where in the pipeline the lead currently is (i.e. which are your new leads, which need follow ups, ...
-
Last Updated: 05/31/2019
Overview Sales tax codes are used to determine whether an item and/or a customer is taxable. If you integrate with QuickBooks Online, you cannot modify the item sales tax or tax codes in Order Time inventory. QuickBooks Online does not have an ...