Job Workflow. A step by step guide to

Size: px
Start display at page:

Download "Job Workflow. A step by step guide to"

Transcription

1 A step by step guide to getting started with BEAMS

2 Page 2 of 51

3 So you ve installed and setup your new copy of BEAMS what next? This process is designed to give you guidance on how to create, manage and complete an entire job using the BEAMS system. Process 1. Create a New Client Page 2. Create a New Plan 3. Add Quantities a. Copy Details; or b. Add or Edit Quantities Manually; or c. Add or Edit Quantities Prescriptions 4. Create, Confirm or Delete Pre Contract Variations 5. Send Quote Requests if desired 6. Produce Quotation Letter, Contract, Addenda & Bill of Quantities 7. Convert to Contract 8. Review Progress Schedule 9. Create Deposit Progress Claim 10. Add or Edit Quantities 11. Create, Confirm or Delete Contract Variations 12. Send Quote Requests 13. Update and analyse Budgets 14. Issue Purchase Orders 15. Enter Creditor Invoices 16. Mark Schedule Items as Complete 17. Issue Progress Claims as required 18. When completed add Finish Date to Contract 19. Archive Job Page 3 of 51

4 1. Create a New Client The first step in creating a new job in BEAMS is to first create the Client. The Client is different from entering in the job details you may have the same client but be building multiple homes for them. The Client in BEAMS is purely the Client s personal details and the addresses and phone numbers entered here will be the ones that all correspondence is made with. Find this window by clicking on the Menu drop down menu, then Clients. a. In the Clients window click Add New Client. b. Enter the Flag Type of the Client. If this is a Client you wish to be tracked in the Job Tracking window select New Lead here. c. Enter in the Name and Contact Details for the new Client. d. Enter a Note if necessary and the Date entered into BEAMS. Click the Select button if you wish for this Client to be displayed at the top of the list of Clients in the Administration window, kind of like marking a contact as a favourite for ease of access. Page 4 of 51

5 e. Enter the Sales details of the new Client, if there are any. Sales Person/Group allows you to keep track of the sales person responsible for the new client, Source allows you to select the source of the enquiry, Rating allows you to rate the client regarding their future intentions with your company and Current Status allows you to keep track of your client as they progress through BEAMS. 2. Create a New Plan The next step in creating a new job in BEAMS is to create a New Plan (another way of saying Job in BEAMS). To find this screen double click on Create a New Job in the Estimates module. a. Select the Company and Division you wish to create the new Plan in. b. Select the Client for the new Plan. If the Client doesn't exist in BEAMS it is possible to enter a New Client from this window. Page 5 of 51

6 c. Any plans that already exist for this Client will show up in the Existing Plans field. d. Enter the Date and Ref of the new Plan. You may enter any value you like in here, it's your reference of the Plan and is displayed in Progress Claims. e. Edit the Plan Name if desired and select the Plan Type. This item is compulsory. Page 6 of 51

7 f. Enter the Job Address. Remember to hold CTL when moving to the next line. This item is compulsory. g. Enter the Title Details of the Job Address. These details are optional and can be added at a later date if required. h. Once all the information is entered click Save. A note will be entered into the Client Diary to indicate a new Plan has been created. Also the Client Status will be upgraded to Estimation. The new Plan will not be saved if any of the compulsory information is not entered. 3. Add Quantities Estimates Module After creating the plan you ll need to start your estimate. There are three options for this: Copy Quantities, Add or Edit Quantities Manually or Add or Edit Items Using Prescriptions. Option 1 = Copy Details This option allows you to copy the items and quantities from an already existing plan in BEAMS. Find this window by double clicking on Copy Quantities in the Estimates module. Page 7 of 51

8 a. Select the Company and Division of the Plan you wish to copy from. b. Select the Plan you wish to copy by searching through the list and highlighting it. c. Click Copy Estimates this will copy all details of the selected Job, including Materials and Quantities to your newly created one. Option 2 = Add or Edit Quantities Manually This option allows you to add quantities from scratch to the estimate. You can also use this option to edit quantities if you have used Option 1 = Copy Quantities. This option may be used throughout the estimation process to edit the estimate as much as required and the screen can be found by double clicking on Add or Edit Quantities in the Estimates module. Page 8 of 51

9 d. Ensure Add or Edit Manually is selected. e. Select the Category of the item you wish to add. f. Enter the Material Purpose of the item you wish to add. Page 9 of 51 g. Select the Location of the item you wish to add. If this is your first item, because only the locations used within the job are displayed and because there are no items, there will be no locations. You'll

10 have to press Showing Job Locations to display the drop down menu Showing All Locations, which displays a list of all locations available. h. Select the Material of the item you wish to add. i. Enter the Measure or the required amount of the item. You can use the Calculator from the Job Tools drop down menu, or in some other instances you may want to calculate this figure by number of multiplied by the length multiplied by the height to generate a result: No (being the number or quantity of the item), the Wth/lin (being the width or lineal measurement of the item), the Hgt/dth (the height or depth of the item) and/or the Measure (total measurement in the unit of measurement specified). Page 10 of 51

11 j. Ensure the unit Cost Price, Margin and Retail Price are correct. You can overwrite these prices if necessary for this item, however editing these values will not change the Default Price File in BEAMS. k. Enter a Description of the item if you wish to. Use the Trade Note button to toggle between the description appearing on any trade documentation (Purchase Orders, etc) and the description appearing on the Addenda. Page 11 of 51

12 l. When you're happy with the item to be added, click Save New. m. The item will then be added to list displayed below. If you wish for the item to not be editable click on the Lock checkbox next to the item. If you want the item to be shown as a Specification Item for the Addenda click the Spec checkbox. Option 3 = Add or Edit Quantities Prescriptions Prescriptions are formulas used to predict building materials and other items needed to create an Estimate. These predictions are made by BEAMS using a combination of built in calculations and user entered data. For example, imagine you have just specified that you require 1000 bricks for your current job. BEAMS will add those 1000 bricks to the Estimate, then using Prescriptions will also add items such as the relevant calculated quantity of bricklayers sand, wire ties, the charges for bricklaying, brick cleaning and delivery of cement, and any other charges and/or items contained in that Prescription (these items that area automatically calculated are called Related Purpose Items). Similarly, if the number of bricks is edited to 1500, BEAMS will automatically update the Related Purposes to allow for the extra bricks. Most standard Prescriptions are already entered into BEAMS when it's installed however you can edit and review if necessary in the Prescriptions window. To find this window, double click on Add or Edit Items in the Estimates module. n. Select Build with Prescriptions. Page 12 of 51

13 o. Select the Category of the item you wish to add. The example below show the category of Brickwork. p. Select the Material Purpose for the item you wish to add. Within the selected category (Brickwork) are sub categories which we refer to as Material Purpose. q. Select the Location of the item you wish to add. If this is your first item, because only the locations used within the job are displayed and because there are no items, there will be no locations. You'll have to press Showing Job Locations to display the drop down menu Showing All Locations, which displays a list of all locations available. Make sure you select the correct location for the items. If you add windows for a Kitchen that has no walls or something similar, the prescriptions will link also by location, this is very important. Page 13 of 51

14 r. Select the Material you wish to use for this item. The Material selected will set the price and unit of measurement automatically. s. Enter the Measure or the required amount of the item. You can use the Calculator, or in some other instances you may want to calculate this by number of multiplied by the length multiplied by the height to generate a result: No (being the number or quantity of the item), the Wth/lin (being the width or lineal measurement of the item), the Hgt/dth (the height or depth of the item) and/or the Measure (total measurement in the unit of measurement specified). The example below shows 1 panel that is 18 bricks long by 22 bricks high, generating a result (Measure) of 396 bricks. Because the unit description for the selected material is "Bricks" then the input must be in bricks. to convert from mts to bricks, you must first know how many bricks per meter, do the calculation and enter the result. t. Edit the Trade Note details of the item if you wish to this is the information that will appear on Purchase Orders and so on next to this item. It will automatically be filled with the calculations you made to get the Measure, depending on the settings of the Prescription. Page 14 of 51

15 u. Click on the Trade Note button to bring up the section for Addenda Text. This is the text that will appear on the Addenda next to the selected item. v. Clicking Prompt will display all the items from the Prescription file of the Material Purpose selected that will be automatically added to the Estimate when you click Build. Page 15 of 51

16 w. Click Build to add the items to the Estimate. x. If you selected clicked on Prompt at Step 9, you will see the popup below. Here all the Prescriptions relating to your item are listed, you can deselect any you do not wish to be added, and change the values of those you do. y. Click Continue to add all those items to the Estimate. 4. Create, confirm or delete Pre Contract Variations Creating a New Variation If necessary you can create Pre Contract Variations to an estimate in BEAMS using this window found in the Estimates module by double clicking on Create New Variations. a. Select the Item you wish to create the Variation for by either double clicking on the Purpose at the bottom of the screen or entering the Category, Purpose, Location and Material of the Variation Item. Page 16 of 51

17 b. Enter the Measure you wish to vary the Material by and a description for the Item Variation. In this example we want to replace the Hot Plates in the Estimate with ones provided by the Owner, so the Measure of the original Hot Plate will now be entered as 1. c. If you wish to add any other Item Variations to this Variation repeat Steps 2 and 3. d. Once you've added all the Item Variations to the Variation enter the Date. The default is set to today but can be changed if necessary. Page 17 of 51

18 e. Enter a Variation Number and a Text Description of the Variation. The Text is what your Client will see on their Variation Certificate f. Confirm the Items of the Variations are correct, including Purpose, Location, Material, Measure, Cost and Description. g. Confirm the total Cost, Margin (may be changed if necessary), Charge (for example any administration fees), Tax and Total amount. Page 18 of 51

19 h. Once you're happy with the Variation click Save Variation. Confirming a Variation Once a Variation has been created and approved by the client it is necessary to Confirm the variation in BEAMS. This can be done in the Confirm or Delete Variations window. i. Once the Variation is selected this button confirms the details and updates the Bill of Quantities to include the Variation Details. Deleting a Variation Once a Variation has been created and approved by the client it is necessary to Confirm the variation in BEAMS. This can be done in the Confirm or Delete Variations window. j. If the Variation has not been confirmed it can be Deleted and all reference is also Deleted. If however the Variation has been Confirmed only the charge to the client is Deleted. The Estimate Bill of Quantities will still contain the Variation Items and if the entries were copied to the diary those details will also remain. These must be edited via Add or Edit Quantities. To Delete a Variation highlight the one you wish to Delete then click Delete Selected. Page 19 of 51

20 5. Send Quote Requests if required If you wish to send requests for quotes to suppliers in order to provide a more accurate estimate for your clients you can do this one of two ways. The first way is to use the messaging system in BEAMS and the second is to use the Print Selections window. This time we ll use the messaging system then after we ve converted this estimate to a contract we ll use the second way (Step 12). a. First select the supplier you wish to obtain the quote from in the From field. b. Select the Category of the item you re requesting. c. Select the Job you re requesting for. d. Click on the Please Quote button. This will create a template letter using the name from the Contact field in the Supplier s details to address to. You may notice that the Flag Type will automatically change to Requests leave this as it is. Page 20 of 51

21 e. This is the details field that shows the text included in the letter. You can edit anything in this field, and use the Library Notes if desired. f. Once you re happy with the request click Save New Message. g. A popup will appear asking you if you wish to print the new message (Contact Request Letter). Click Yes. From the next window the letter can be printed, exported to pdf or ed to the supplier as required. Page 21 of 51

22 6. Produce quotation letter, contract, addenda & bill of quantities Once you re happy with the estimate and are ready to present it to the client, you need to produce a quotation letter, contract, addenda and bill of quantities. These can all be found in the Estimates module. Producing the Quotation Letter, Summary and Contract This process uses the window Quotation Options in the Estimates module, enter it by double clicking. a. Enter the date you wish to provide the quote as of. The default date is today s date however you can change this if necessary. b. Confirm this amount is correct; it is drawn directly from the Estimate. c. This represents the actual cost of the Estimate quantities drawn from the Estimate, confirm this amount is correct. Page 22 of 51 d. This figure is the margin placed on the Estimate, whether that is the Company default or a specific overhead specified for this job. Confirm this is correct or edit if necessary.

23 e. This value is added to the job based on the relevant Tax Rates for the quote date. Confirm this is correct. f. This represents the total cost of the job including the Job Overhead and Tax. This figure can be overwritten if required with any value. The value as displayed will be used for all relevant reports including the actual quote letter and contract. g. By default this information is retrieved from the Plan Type of the Loaded Job. This can be overwritten with any text required and will be displayed in the Quotation Summary. h. Now all the figures are confirmed it s time to produce the documentation, starting with the Quotation Summary. These are the settings for the Quotation Summary. Select which element of the Estimate you would like included in the summary then click Summary. This provides a Quotation Summary report which displays all provisional sums and variations as entered to date and can be printed, exported to pdf or ed as required. i. Next it is time to set up and produce the Quotation Letter. This button allows you to use any Library Notes instead of or as well as the Quote Text for the Quotation Letter. Library Notes are small preexisting notes in BEAMS that are set up in the Company window that usually contain information like bank details, payment terms or directions to your office or to sites. Page 23 of 51

24 j. This is the default text to be used as for the Quote that is drawn from within the Company setup. It can be overwritten from here and will be displayed when the Quote button is clicked. From there you can print, export to pdf or send to using the File drop down menu as required. k. This will display a report showing all the expected income and expenses for the job that you can either print, export to pdf or send to using the File drop down menu as required. This report will use the default Progress Claim structure as created in the Plan Type. You are able to determine if the scheduled progress payments will cover the actual costs on site. l. The CD and Contract buttons will open screens where all the particulars required for the Contract are pre filled and can be edited if necessary. This screen is formatted to print the details page of a Housing Industry Association Building Contract. Depending on the quote total either a Form16B or a Form8 contract is provided. The HIA contract should be fed into the printer and the details will be printed directly onto the contract. A test sheet should be used first to adjust the margins to ensure the details line up. m. If any of the report options have been used in this window a prompt box will be displayed when you exit asking if you require a Note entered into the Client s Diary advising of the report details. This is so you have a copy of what was sent to the client at the time, and therefore it is advised that you click Yes. Notes can be found for each Client using the Administration window. Producing the Addenda Page 24 of 51

25 There are numerous ways to produce and print the Addenda in BEAMS, this is only one of them. You can access this window by double clicking on Addenda Selections in the Estimates module. n. Confirm the Addenda Details are correct. If they re not use Contract Plan to amend them. o. Select the Specification Types and Display Options for this window you wish to be displayed. p. Scroll through the Specification Items and check the boxes you wish to be displayed on the report or to select all items click Select All. You can also select the Category of the Specification Item to help find the item faster. The Specification Items are organised by Category, then Purpose, then Location, then Material and then have the Colour Description text next to them. The Specification Items displayed in this window are Page 25 of 51

26 q. To preview and edit the text relating to the Category, double click on the Category. From here you can edit the text for the Category then click Save to save the changes. r. To edit the text relating to the Material, either: Edit it in this screen by typing into the field, which will only change the text for this particular Addenda, or; Double click on the field to edit the text, then click Save which will save the changes to the Specification for use throughout all of BEAMS. s. Click Save. You will not be able to view any report if you do not click Save. Clicking Save resets the report so make sure you do it every time you select or deselect a Specification Item. Page 26 of 51

27 t. Click Report to produce the report then from there you can print, export to pdf or send to using the File drop down menu as required. Producing the Bill of Quantities This report displays an entire Bill of Quantities from within the Estimate. After loading an Estimate double clicking on Bill of Quantities will bring up a series of pop ups that display options for the report. Follow the instructions and select according to what information you require in the report. Displaying without prices may be appropriate if your Client wishes to see a total Bill of Quantities but you wish to keep the prices confidential. When the Retail Price is displayed, this amount is excluding GST. Page 27 of 51

28 7. Convert to Contract Once the client has signed the contract with you, you must now convert your estimate into a contract. Find this window in the Contracts Module by double clicking on Convert to Contract. a. Select the Plan you wish to convert to a Contract. This list displays all the Estimates that have as yet not been converted into Contracts. After selecting the required job the Cost, Margin, Tax, Total and Contract Value will be automatically entered. An Estimate must contain records before it can be converted into a Contract, and must not have any Pending Pre Contract Variations. An error message will be displayed if the selected Estimate contains no values. b. If the new Contract is to be financed by a lending institution the name of the lender is entered in the Finance field. Additional information about the lender can be entered after the contract is created by double clicking the required Contract from the Contract Menu. If no lending institution is involved simply enter N/A. c. This list displays all the Supervisors existing in BEAMS. Select the one that will supervising this Contract now. All contracts must have a Supervisor as this information will be displayed on Purchase Orders as the person to contact for the selected Contract. Page 28 of 51

29 d. Enter the Contract Date here. This is the actual Date as shown on the Clients building Contract. e. Now enter the Estimated Start date of the Contract. The Timeline Schedule that is automatically created will be based on this date. Progress Schedule Variances are also based on this date. After the Contract is created this can be changed by double clicking the required job from the Contracts Menu. Changing the date however will not change the Construction Timeline schedule, this must be updated from the Progress Schedule screen. Page 29 of 51

30 f. After the above information has been entered click Save to make a copy of the Estimate Quantity Details and lock off the Estimate. The Estimate will be able to be viewed but not edited. The newly created Contract Quantities can be edited if required. A complete Timeline Schedule will be created displaying all of the on site activities and required Progress Claims. 8. Review progress schedule Next you should review the Progress Schedule in the Contracts module of BEAMS. This displays every Schedule Item that is required in this job and is drawn from the Plan Type you selected in 2. Create a New Plan. The dates are set also using the Plan Type, starting from the day you entered as your start date when you converted the estimate into a contract (6. Convert to Contract). You can refer to this or the Job Calendar, Gantt Chart, Job Tracking or Call Forward Forms throughout the job to check on progress. Page 30 of 51

31 9. Create Deposit Progress Claim a. Highlight the Claim you wish to make. You may edit the details by double clicking on it which will open the Schedule Item Change screen. b. Double click on any Variations you wish to add to this claim. A description of the variation will appear at the bottom of the window for your reference. c. Select the Date as of which you wish to make the claim. d. Enter client s Ref. e. Select the COAID you wish to allocate this claim to. f. Confirm the GST amount is correct. If required this amount can be overwritten. g. If you wish to add a note to the bottom of the claim, click Note and either select one from the Library or type one of your own. The notes can be as simple as your bank details or postal address for cheques to be sent to. h. The Claim Desc. Automatically fills using the Claim Type listed when you first selected the Claim (Step1). If required you may edit this by using this field or by double clicking on the selected Claim to enter the Schedule Item Change form. i. You may overwrite the value of this claim by entering the new value into Overwrite Value field. Page 31 of 51 j. Select the Report Type for this Claim, either Claim or Invoice. This determines whether you print out a report that looks like a Claim, or one that looks like an Invoice.

32 k. Click Save. This creates the progress claim to be printed for the client in the format chosen in Step 9. Because the progress claims are created using information entered into the Contracts module, you will be prompted to re schedule the time line of the selected job from the stage the claim is being issued. Select Yes or No depending on your requirements. 10. Add or Edit Quantities Contracts Module While the process is quite similar to adding and editing quantities in the Estimates module, the Add or Edit Quantities window in the Contract module is a little different. a. Select the Price File you wish to use for this Job. The Price File is a list of Materials with prices assigned to them. b. Select the Category of the item you wish to add from either the list on the left or the drop down menu on the right. Clicking the All button will display every item in the Job in the lower portion of the screen, instead of just the Items in the selected Category. Page 32 of 51

33 c. Enter the Material Purpose of the item you wish to add. d. Select the Location of the item you wish to add. If the button Showing Job Locations is displayed only locations already existing in the Job will be listed here. Clicking on that button will bring up Job Locations, which displays all Locations listed in BEAMS. e. Select the Material of the item you wish to add. You ll notice that the Unit of Measurement and the Cost will automatically be filled out. This information is drawn from the Material List. f. Enter the Measure or the required amount of the Item. You can use the Calculator by clicking on the Job Tools drop down menu, then Item Calculator if you require. Page 33 of 51

34 g. Ensure the Cost of the Item is correct, however it can be changed now or later. h. Select the Type of the Item. This helps when searching through Job Quantities if you know the Type of the Item, whether it s a Confirmed Quantity, Backcharge Item, On Site Error or any of the other Types listed. i. Enter the Trade Text you require for the Item, if any, that will appear on the Purchase Item for this Item. This is the text that will show up in the Description field in the lower portion of the screen. Page 34 of 51

35 j. Select the Supplier you wish to complete this Item. If you wish to apply the Supplier to all Items in the selected Category then click the Job Tools drop down menu then select Assign Supplier. k. Click on Trade Text to bring up the Addenda Text field. Enter the Addenda Text you require for the Item, if any, that will appear on the Addenda for this Item. Page 35 of 51

36 l. When you re happy with the Item s details click Save New. m. You can edit any details of the Items by double clicking on the Item which will be up the Edit Contract Quantity screen. You can also change the Measure, Rate, Cost, Trade Note (Description field) or Addenda Text by typing into the respective fields, then after changing anything be sure to click Update Related found in the Job Tools drop down menu. This will update all the data you ve edited and any related Items in the Job. 11. Create, confirm or delete Contract Variations Creating a New Variation If necessary you can create Contract Variations to a job in BEAMS using this window found in the Contracts module by double clicking on Create New Variations. The process is almost identical to that used to create Pre Contract Variations in the Estimates module. a. Select the Item you wish to create the Variation for by either double clicking on the Purpose at the bottom of the screen or entering the Category, Purpose, Location and Material of the Variation Item. Page 36 of 51

37 b. Enter the Measure you wish to vary the Material by and a description for the Item Variation. In this example we want to replace the Hot Plates in the Estimate with ones provided by the Owner, so the Measure of the original Hot Plate will now be entered as 1. c. If you wish to add any other Item Variations to this Variation repeat Steps 2 and 3. d. Once you ve added all the Item Variations to the Variation enter the Date. The default is set to today but can be changed if necessary. Page 37 of 51

38 e. Enter a Variation Number and a Text Description of the Variation. The Text is what your Client will see on their Variation Certificate f. Confirm the Items of the Variations are correct, including Purpose, Location, Material, Measure, Cost and Description. g. Confirm the total Cost, Margin (may be changed if necessary), Charge (for example any administration fees), Tax and Total amount. h. Once you re happy with the Variation click Save Variation. To view, issue, confirm or delete the Variation Report see Confirm or Delete Variations. Page 38 of 51

39 Confirming a Variation Once a Variation has been created and approved by the client it is necessary to Confirm the variation in BEAMS. This can be done in the Confirm or Delete Variations window. i. Once the Variation is selected this button confirms the details and updates the Bill of Quantities to include the Variation Details. j. In the Contracts Module a prompt will be displayed asking if you would like the Variation Details printed. These details can only be viewed up until the Variation is confirmed. It may be good practice to print a copy of the details at confirmation. Also in Contract Variations a prompt box will be displayed asking whether you would like the details copied to the contract diary. If Yes then these details can be viewed either from the Diary for the selected Contract or from the Contract Quantities. Contract Variations also allow for the prompt box to enter a Confirmation Description. This could be a date or a reference to a phone conversation, an received or so on. This can also be left blank and can be retrieved by double clicking the item either before or after it has been confirmed. Deleting a Variation Once a Variation has been created and approved by the client it is necessary to Confirm the variation in BEAMS. This can be done in the Confirm or Delete Variations window. k. If the Variation has not been confirmed, it can be Deleted and all reference is also Deleted. If however the Variation has been confirmed only the charge to the client is Deleted. The Estimate Bill of Quantities will still contain the Variation Items and if the entries were copied to the diary those details will also remain. These must be edited via Add or Edit Quantities. To Delete a Variation highlight the one you wish to Delete then click Delete Selected. Page 39 of 51

40 12. Send quote requests This is the second way to send quote requests to suppliers (the first being explained in Step 5). By double clicking on the Print Selections option in the Contracts module (or Estimates module if you re using this as step 5) you ll bring up a screen that lists the Categories in BEAMS. a. This process first requires a little set up, which if already completed you can skip over. For this window to be of any use, you must have ticked the Quote Request List checkbox when setting up any Supplier you wish to obtain a quote from. There is a shortcut to this window in the Print Selections window just click Select Supplier. Then search through and find any particular supplier you wish to receive a quote from, then make sure the Quote Request List checkbox is checked. Page 40 of 51

41 b. Now you must tell BEAMS which Categories you wish to receive quotes from. There are two ways to do this, either search through the list on the left hand side of the screen and use the arrows to move those Categories into the Categories to Print list, or click the Populate Suppliers button to move over every category that has a supplier marked with the Quote Request List box checked. c. Click Quotation Requests to create printable reports to send to suppliers or you can send to directly if you wish. These reports list exactly what you need quotes for with quantities pulled directly from the job s estimated quantities. d. Next click Request Summary to bring up a list of every quote request you require for this job and indicates whether or not the requests have been sent to the suppliers. It also includes fields where you can enter the date the request was sent, any notes attached to the request, then when the quote was returned and how much it came back at. Page 41 of 51

42 e. A printable report is also available by clicking on the Report button in the Request Summary Sheet window. 13. Update and analyse budgets It is always a good idea to keep a close eye on your jobs budgets. To review the budget for your job double click either on Summary in the Contracts module or Summary Analysis in the Accounts module. The window will show all figures by category, and it will show the figures for: Estimate, Variation, Budget, Committed (value of Purchase Orders), Claimed (in Progress Claims to clients), Invoiced (amounts invoiced by our suppliers), B/Forward (Invoiced amount plus any stock or inventory already purchased by the company that's used in this job) and the Variance. You can edit the budget of any category by double click on the relevant budgeted amount. Double clicking will bring up the Budget Details window. a. Select the Category of the Item you wish to edit. The Items in this Category for this Job will now be displayed in the top portion of this window. b. Select the Item you wish to edit, or select the Location and Material Purpose if you need to filter further before selection. Page 42 of 51

43 c. You can make changes to the Material, Measure, Unit Cost, Supplier and Item Description. d. Once you're happy with the changes you've made click Save. 14. Issue Purchase Orders Issuing Purchase Orders is necessary to keep track of the budget and actual spend of any job. You can issue Purchase Orders using the window found by double clicking on Issue New Order in the Contracts module. Page 43 of 51

44 a. The Add or Edit Quantities window will open with the Orders pop up window sitting on top. b. Select the Category that you would like to issue a Purchase Order for in the Add or Edit Quantities window (i.e. Screens & Mirrors). When you click on the Category all the Items not previously ordered will be loaded into the Orders window now. If an Item is loaded into the Orders window but you do not want to order it now double click on the line to remove it. If you wish to add Items from a different Category click on the Multi button and select another Category the same as you did the first one. Page 44 of 51

45 c. If you wish to edit the value or material of items in the order highlight the Item then click Edit. d. Enter the Date required for the goods or service to arrive on site. Next to the Date field is a calender pop up icon which when clicked will bring up a calender and the Date can be selected. If you wish for the item to be delivered according to the Schedule click the Schedule button. e. Enter the Supplier you are sending the Purchase Order to. The list will automatically be cut down to Suppliers for the Category you have selected, so to see all Suppliers if required check the box next to Category Suppliers. f. The Note button will bring up a window where you can type in text to be placed on the bottom of the Purchase Order or you can select a pre existing Note from your Library. g. Next choose the Print Options you require for the Purchase Order. The Print options allow you the ability to choose what information is to be displayed on the order. Totals, Tax and Price are self explanatory. The Addenda check box allows any information entered in this field to be included on the Addenda. The Itemised check box allows the Order to be displayed as entered in the Add or Edit Quantities window. If un checked the Order is displayed in summary format and items are grouped by their material component. For example if a framed mirror is required in two locations, summary will show a framed mirror (2). Ticking the Ext box will change the format the Order Number is displayed on the Purchase Order. It will be displayed as the Purchase Order Number, the first four characters of the Project name and the number reference of the Category the order is for. Page 45 of 51

46 h. You are now ready to issue the Purchase Order. There are three methods to issue an order. The Confirm button will confirm the details of this order and store them to be printed at a later date using Delete Or Reprint Order. The Print button will send the details directly to the printer. After clicking Print you will be asked if this will now be sent to the Supplier. If you intend to send it to the Supplier now click Yes. You will then be asked how it was to be delivered, follow the instructions and enter the appropriate letter in now. The button will send the order details directly to the Supplier via . The Supplier must have an address entered in BEAMS and the user must also have an address entered in the Users list. 15. Enter creditor invoices As part of the BEAMS Accounts system you can enter your Creditor s Invoice in the window found in the Accounts Module by doubling clicking on Creditors Invoices. a. Enter the name of the Supplier. If the Supplier hasn't been entered into BEAMS you will be prompted to now (you can't proceed without this). By pressing "Enter" or "Tab" the cursor will be moved to the next field. Note: Always ensure the ABN of the Supplier is entered otherwise BEAMS will automatically withhold 48.5% tax as per the ATO's guidelines. b. Enter the Invoice Number for the invoice you wish to enter. c. Enter the Date of the invoice (NOT the date you entered the invoice on). d. Enter the Order Number produced by BEAMS (if any). Note: If you don't have an order number, after selecting the contract, click "Edit Budget" and you can select the order number from here. e. Enter the Invoice Total making sure any GST is included in this amount. f. Select the Tax Option applicable to the invoice. g. Select the COA ID (Chart of Accounts ID). If there has been a "Supplier Type" selected when the Supplier's details were first entered (click "Edit" to check) then the account IDs will be limited to those relevant. However if you wish to see all the accounts click the "All" button (this button works like a toggle; if you click it again it will limit the accounts). h. Select the relevant Contract, if applicable. If you entered an Order Number earlier, this may have been automatically filled. To search through the existing contracts you can use the filter options: Page 46 of 51

47 . "C" = Current. "F" = Finished. "P" = PPa. "A" = All i. Select the Material Category. If there was a "Category" selected when the Supplier's details were first entered then this field may have been automatically filled, however you may change it if necessary. j. Enter the Line Amount for the first item on the invoice. Ensure that you enter the correct amount for the Tax Option you selected earlier. Add a note which acts as a description for the line then click Save Line. Enter subsequent lines in this same way. After the total of the line amounts equal the total of the invoice, the Creditor Invoice window will reset. 16. Mark Schedule Items as Complete There are numerous ways in BEAMS to mark Scheduled Items as complete and track the progress of jobs. In this case, we ll use the Call Forward Form to do this. There are two different types of Estimates displayed in this window, all of which can be selected using the drop down menu at the top of the screen. The first is Estimates that have not been assigned a Plan yet (displayed with three marks in front of the Client's name) ones that were instead marked as being a New Job in the Flag drop down box when the Client was created. This is so you can track tasks like Book First Meeting and Send Follow Up without having to assign a Plan yet. The second type of Estimate displayed is an Estimate that has been assigned a Plan using the New Job button and the Create New Plan process this is the one you ve created so far. a. Select the job s Call Forward Form you wish to view by selecting it from the drop down menu. Page 47 of 51 b. To quickly and easily mark the item complete tick the check box next to the Scheduled Date. To alter the Status ( Stat ) or any other features of a Schedule item double click on the Scheduled Date of the Item you wish to edit. Schedule Items that have a Progress Claim attached will appear highlighted in green.

48 You can also use the Job Calendar, Progress Schedule and Job Tracking windows to mark schedule items as complete. Use whichever you find easiest. A few useful notes on the Call Forward Form: This is the description of the Schedule Item. Finished Items will be greyed out. If a Purchase Order has been made for this item the related Order Number will be displayed here. To view the Order double click on the Order Number. If a Purchase Order has been issued the Supplier Name and contact details will be displayed here to make it easy if you need to contact them. These contact details will also be displayed on the Report for your Supervisors. You cannot edit these details from this screen. Page 48 of 51

49 17. Issue progress claims as required The Progress Claims window allows you to create, view and reprint progress claims. The value of a Progress Claim is determined by the Percentage entered for that particular claim when setting up the Plan Type of the Contract Value entered when converting an Estimate to a Contract. You can find the Progress Claim window in the Accounts module by double clicking on Progress Claims. a. Highlight the Claim you wish to make. You may edit the details by double clicking on it which will open the Schedule Item Change screen. b. Double click on any Variations you wish to add to this claim. A description of the variation will appear at the bottom of the window for your reference. c. Select the Date as of which you wish to make the claim. d. Enter client's Ref. e. Select the Chart of Account (COAID) you wish to allocate this claim to. f. Confirm the GST amount is correct. If required this amount can be overwritten. g. If you wish to add a note to the bottom of the claim, click Note and either select one from the Library or type one of your own. h. The Claim Desc. automatically fills using the "Claim Type" listed when you first selected the Claim (Step a). If required you may edit this by using this field or by double clicking on the selected Claim to enter the "Schedule Item Change" form. i. You may overwrite the value of this claim by entering the new value into Overwrite Value field. Page 49 of 51

50 j. Select the Report Type for this Claim, either Claim or Invoice. This determines whether you print out a report that looks like a Claim, or one that looks like an Invoice. k. Click Save. This creates the progress claim to be printed for the client in the format chosen in Step 9. Because the progress claims are created using information entered into the Contracts module, you will be prompted to re schedule the time line of the selected job from the stage the claim is being issued. Select Yes or No depending on your requirements. 18. When completed add finish date to Contract Plan window When your job is complete, all invoices received and paid, all progress claims have been issued and payments received you are ready to complete your job in BEAMS. It s as simple as double clicking on the job in the Contracts module to bring up the Contract Plan window then entering a date into the Finish field. 19. Archive Job Archiving a contract stops every job you ve ever completed showing up in the main windows of BEAMS. You can also restore any archived project at any time if required (for more information on restoring jobs check out the BEAMS Help Files in the program). To Archive a job open the Archive function, select the Contract you wish to archive from the Main Menu then click Archive. Page 50 of 51

51 Page 51 of 51

Chapter 2: Clients, charts of accounts, and bank accounts

Chapter 2: Clients, charts of accounts, and bank accounts Chapter 2: Clients, charts of accounts, and bank accounts Most operations in BankLink Practice are client specific. These include all work on coding transactions, reporting, and maintaining chart of accounts

More information

Table of Contents General Information Table Maintenance Top Ten Reports

Table of Contents General Information Table Maintenance Top Ten Reports Table of Contents General Information 1 Windows Print Manager 1 Print Button for Documents 1 Print Spooling 1 Print Spool Buttons 2 Report Destination 2 Single document 3 All Documents 3 Delete 3 Clear

More information

Keep It Easy Software Cloud User Manual

Keep It Easy Software Cloud User Manual Keep It Easy Software Cloud User Manual 2015 Keep It Easy Software 1 CONTENTS How to Login... 5 Functions... 5 System Preferences... 6 General... 7 Receipt Categories... 9 Expense Categories... 10 Service

More information

T-Invoicer User Guide

T-Invoicer User Guide - 1 - T-Invoicer User Guide Introduction T-Invoicer is an entry level invoicing system designed for small & startup business's who need to invoice customers quickly & easily. T-Invoicer has all the basic

More information

CAPITAL V8. Capital Business Software Tutorial Series. Supplier Accounts Using Capital Business Manager V8 1.0

CAPITAL V8. Capital Business Software Tutorial Series. Supplier Accounts Using Capital Business Manager V8 1.0 CAPITAL V8 Capital Business Software Tutorial Series Supplier Accounts Using Capital Business Manager V8 1.0 C A P I T A L O F F I C E B U S I N E S S S O F T W A R E Capital Business Software Tutorial

More information

Checkout Western Marketplace

Checkout Western Marketplace Checkout Western Marketplace Checkout Screen Layout 1 2 1. Icon area Icon availability will change depending upon the status of the order. Archive - Places order in Archives (recommend do not use) Trash

More information

Sales Order Processing

Sales Order Processing Windows Print Management System Sales Order Processing Sales Order Processing Contents Sales Order Processing Contents Sales Order Processing Contents... 1.1 Introduction to SOP... 2.1 Stock Type... 3.1

More information

Once you click on the Enterprise Icon found on your desktop you will be asked for your password. This Default Code Is

Once you click on the Enterprise Icon found on your desktop you will be asked for your password. This Default Code Is Once you click on the Enterprise Icon found on your desktop you will be asked for your password. This Default Code Is You should now see the main screen which is called the main screen or menu screen.

More information

PRACTICE MANAGEMENT SYSTEMS

PRACTICE MANAGEMENT SYSTEMS PRACTICE MANAGEMENT SYSTEMS P.O. Box 102 Ivanhoe, Victoria, 3079 T: 1300 784 908 F: 1300 784 906 www.ppmp.com.au Pag 1 of 124 Table of Contents PROGRAM SETUP WIZARD... 4 INSTALLATION & ACTIVATION OF HICAPS...

More information

MSI Business License Version 4.0

MSI Business License Version 4.0 MSI Business License Version 4.0 User s Guide Municipal Software, Inc. 1850 W. Winchester Road, Ste 209 Libertyville, IL 60048 Phone: (847) 362-2803 Fax: (847) 362-3347 Contents are the exclusive property

More information

Creating new activities

Creating new activities Unit 2 Account Masters Creating new activities To create a new activity: 1 Click on the New button. 2 From the Activity Type dropdown list, select either Appointment or Task. 3 Select the Type of event

More information

Contents. WorkBook release note. WorkBook version: Release date: 06/02/2013. Author: René Præstholm Date: 06/02/2013

Contents. WorkBook release note. WorkBook version: Release date: 06/02/2013. Author: René Præstholm Date: 06/02/2013 WorkBook version: 8.2.80 Release date: 06/02/2013 Author: René Præstholm rp@workbook.net Date: 06/02/2013 General notice: As new views, tab s and reports are not automatically added to each user due to

More information

Training Guide. Fees and Invoicing. April 2011

Training Guide. Fees and Invoicing. April 2011 Training Guide Fees and Invoicing April 2011 *These accreditations belong to Avelo FS Limited **This accreditation belongs to Avelo FS Limited and Avelo Portal Limited Adviser Office Workbooks Designed

More information

CONTENTS. 1. Layout of Screens and Icons Page Punchout or Catalogue Basket Guide (including Approval) Page 4

CONTENTS. 1. Layout of Screens and Icons Page Punchout or Catalogue Basket Guide (including Approval) Page 4 CONTENTS 1. Layout of Screens and Icons Page 2 2. Punchout or Catalogue Basket Guide (including Approval) Page 4 3. Internal or Non- Catalogue Basket Guide (including Approval) Page 12 4. Approvers Guide

More information

Version 5.30 Release Notes. Build 1 compiled on 6 th June 2018

Version 5.30 Release Notes. Build 1 compiled on 6 th June 2018 Version 5.30 Release Notes Build 1 compiled on 6 th June 2018 Welcome to Accura Version 5.30 Introduction Version 5.30 is the latest release for the Accura MIS and the first major build since version 5.21and

More information

OASIS Nominal Ledger

OASIS Nominal Ledger BEAVER SOFTWARE SYSTEMS LTD Open Accounting Software for Independent Schools School Management Software OASIS Nominal Ledger Last Revision: August 2011 Beaver Software Systems Ltd. 32 Glencairn Drive,

More information

PACS. Installation & Going Live. User Guide. pacs1.4

PACS. Installation & Going Live. User Guide. pacs1.4 PACS Installation & Going Live User Guide pacs1.4 Tribal SchoolEdge Level 1, 17 Madden Grove RICHMOND VIC 3121 Support Centre: Web: https://support.schooledge.com.au/ Email: support.schooledge@tribalgroup.com

More information

Satellite User Guide. TruFrame. This document is controlled by: Technology Department

Satellite User Guide. TruFrame. This document is controlled by: Technology Department Satellite User Guide TruFrame This document is controlled by: Technology Department Table of Contents Section Title Page 1 Starting Satellite 3 2 Processing (Basics) 2.1 Quotes and Order Processing 4 2.2

More information

onecard Smart Data OnLine Getting Started Guide for Program Administrators

onecard Smart Data OnLine Getting Started Guide for Program Administrators Smart Data OnLine Getting Started Guide for Program Administrators Table of contents Introduction 3 Login 4 Company site configuration 6 Set-up Tasks 7 Creating a reporting structure 9 Cost allocation

More information

MYOB Exo CRM. User Guide

MYOB Exo CRM. User Guide MYOB Exo CRM User Guide 2018.1 Table of Contents Outlook Integration... 1 Quick Add Widgets... 2 Licensing... 2 Available Functions... 5 Contacts in Exo Business CRM... 6 Contacts Master... 7 Contacts

More information

1. About AP Invoice Wizard

1. About AP Invoice Wizard 1. About AP Invoice Wizard Welcome to AP Invoice Wizard. We have developed this tool in response to demand from Oracle Payables users for a user friendly and robust spreadsheet tool to load AP Invoices

More information

OneCard Smart Data OnLine Getting Started Guide for Program Administrators. Help for what matters

OneCard Smart Data OnLine Getting Started Guide for Program Administrators. Help for what matters Smart Data OnLine Getting Started Guide for Program Administrators Help for what matters Table of contents Introduction 3 Login 4 Company site configuration 6 Set-up Tasks 7 Creating a reporting structure

More information

Getting Started with AnyBook

Getting Started with AnyBook Getting Started with AnyBook Where Everything Starts: The Main Invoice Screen When you first start the program, the Main Invoice Screen appears. AnyBook has many different functions, but since invoicing

More information

Collector and Dealer Software - CAD 3.1

Collector and Dealer Software - CAD 3.1 Collector and Dealer Software - CAD 3.1 Your Registration Number Thank you for purchasing CAD! To ensure that you can receive proper support, we have already registered your copy with the serial number

More information

Learning Microsoft Excel Module 1 Contents. Chapter 1: Introduction to Microsoft Excel

Learning Microsoft Excel Module 1 Contents. Chapter 1: Introduction to Microsoft Excel Module 1 Contents Chapter 1: Introduction to Microsoft Excel Loading Microsoft Excel...1-1 The Microsoft Excel Screen...1-2 Moving the Cursor...1-4 Using the Mouse...1-4 Using the Arrow Keys...1-4 Using

More information

RELEASE NOTES: FEBRUARY 23, 2016

RELEASE NOTES: FEBRUARY 23, 2016 RELEASE NOTES: 2.16.01 FEBRUARY 23, 2016 Highlights from this release Report Criteria Favourites Change Name on WO/LOT/INV with blend Save report criteria so you can run it the same way next time. Read

More information

CheckBook Pro 2 Help

CheckBook Pro 2 Help Get started with CheckBook Pro 9 Introduction 9 Create your Accounts document 10 Name your first Account 11 Your Starting Balance 12 Currency 13 We're not done yet! 14 AutoCompletion 15 Descriptions 16

More information

Adding New Clients in Sage One

Adding New Clients in Sage One Adding New Clients in Sage One Being a Sage One adviser, you can create multiple company flies under the administrator and invite your colleagues and clients to work on Sage One. This guide will show you

More information

Instructions & Manual

Instructions & Manual This is the for the Wessex Pricing Program (Advanced) - released February 2005. Contents Page Features 2 Installation 3 Start Screen 3 How the Program Works 4 Other Costs 4 Customise values 4 Printing

More information

NorthStar Club Management System

NorthStar Club Management System NorthStar Club Management System The Version 3.2.0 GL- 03252008 March 25, 2008 CONTENTS OVERVIEW OF THE GL (GENERAL LEDGER) MODULE... 5 ACCESSING THE GL MODULE... 6 GL INTRODUCTION:... 8 Inquiry... 8 Admin...

More information

Ariba Network BP Light Account Guide SAP Ariba. All rights reserved. V1.2

Ariba Network BP Light Account Guide SAP Ariba. All rights reserved. V1.2 Ariba Network BP Light Account Guide V1.2 Introduction The purpose of this document is to provide the information suppliers need to setup and manage their Light Account. This document is specific to Light

More information

QUICKBOOKS EXPORT FILE: Manual. avfuel QUICKBOOKS EXPORT FILE MANUAL

QUICKBOOKS EXPORT FILE: Manual. avfuel QUICKBOOKS EXPORT FILE MANUAL avfuel QUICKBOOKS EXPORT FILE MANUAL 1 INDEX Overview... 3 Initial Setup... 6 Avfuel Hub Item Names For Mapping Transaction Pro Importer Advanced Feature - Importing One File TPI Import Wizard Program

More information

McDonald s Electronic Invoicing

McDonald s Electronic Invoicing McDonald s Electronic Invoicing Web Form User Guide For Australian and New Zealand Suppliers Jan 2018 All proposals, reports, drawings, specifications, data, information or other material, whether accompanying

More information

Version Operator Orientation. TIMMS Client. A guide to using the TIMMS System. Training & Navigation Notes

Version Operator Orientation. TIMMS Client. A guide to using the TIMMS System. Training & Navigation Notes Version 7.2.4 Operator Orientation TIMMS Client A guide to using the TIMMS System Training & Navigation Notes Disprax Pty Ltd 2015 WHAT IS TIMMS? TIMMS Stands for: Total Industry Management and Marketing

More information

Client Care Desktop v4.1

Client Care Desktop v4.1 Client Care Desktop v4.1 7 Features and Modifications Version 1.2 21 st April 2010 Contents 1 Introduction... 3 2 New features... 4 2.1 Contract Enquiry restructure... 4 2.2 Additional Fact find flexibility...

More information

Service Notifications

Service Notifications Service Notifications Service Notifications are used to communicate an upcoming service date and/or time to your customer by means of email, postcard or phone call depending on your company's processes

More information

Canberra Institute of Technology

Canberra Institute of Technology Canberra Institute of Technology Accounting and Law Centre for Business Student s Name & CIT # Tutor s Name: Place a cross (X) if student s Card NOT sighted Subject: COMP 337 Setup and operate a computerised

More information

INFORMATION SHEET 24002/1: AN EXCEL PRIMER

INFORMATION SHEET 24002/1: AN EXCEL PRIMER INFORMATION SHEET 24002/1: AN EXCEL PRIMER How to use this document This guide to the basics of Microsoft Excel is intended for those people who use the program, but need or wish to know more than the

More information

Using reports to analyse your business

Using reports to analyse your business Using reports to analyse your business Using reports to analyse your business 2 Using reports to analyse your business Your MYOB company file stores lots of information about the key areas of your business,

More information

Index. Getting Started Creating a New Vehicle... 5 Transferring Vehicles to a New Customer 6

Index. Getting Started Creating a New Vehicle... 5 Transferring Vehicles to a New Customer 6 1 Index Getting Started... 4 Creating a New Vehicle... 5 Transferring Vehicles to a New Customer 6 Creating a New Customer... 7 Customer Database Additional Fields. 7 Creating a New Document... 8 The Document

More information

User Guide. Copyright 2014 Electrika Ltd. All Rights Reserved.

User Guide. Copyright 2014 Electrika Ltd. All Rights Reserved. User Guide Copyright 2014 Electrika Ltd. All Rights Reserved. Electrika Ltd, P.O Box 129, Manchester M22 4XG Tel: 0161 945 5124 Fax: 0161 945 3681 E-mail: info@electrika.com Website: www.electrika.com

More information

User Guide. Trade Finance Global. For customers using Guarantees. October nordea.com/cm OR tradefinance Name of document 5/8 2015/V1

User Guide. Trade Finance Global. For customers using Guarantees. October nordea.com/cm OR tradefinance Name of document 5/8 2015/V1 User Guide Trade Finance Global For customers using Guarantees October 2015 nordea.com/cm OR tradefinance Name of document 2015/V1 5/8 Table of Contents 1 Trade Finance Global (TFG) - Introduction... 4

More information

INBUSINESS BANKING SYSTEM

INBUSINESS BANKING SYSTEM Introducing your new INBUSINESS BANKING SYSTEM Companion Guide to Business Banking Video Tutorials Updated 0.09.8 WELCOME TO THE INBUSINESS SYSTEM The InBusiness System will help you efficiently and securely

More information

Evolution User Guide. TruFrame. This document is controlled by: Technology Department

Evolution User Guide. TruFrame. This document is controlled by: Technology Department Evolution User Guide TruFrame This document is controlled by: Technology Department Table of Contents Section Title Page 1 Starting Evolution 3 2 Processing (Basics) 2.1 Quotes and Order Processing 4 2.2

More information

User Guide. Copyright 2012 Electrika Ltd. All Rights Reserved.

User Guide. Copyright 2012 Electrika Ltd. All Rights Reserved. User Guide Copyright 2012 Electrika Ltd. All Rights Reserved. Electrika Ltd, P.O Box 129, Manchester M22 4XG Tel: 0161 945 5124 Fax: 0161 945 3681 E-mail: info@electrika.com Website: www.electrika.com

More information

Table of contents. Portal User Guide. 1. How to get started. 2. How to create a quote. 3. How to order Paxton10 products

Table of contents. Portal User Guide. 1. How to get started. 2. How to create a quote. 3. How to order Paxton10 products Portal User Guide Portal User Guide Table of contents 1. How to get started What is the Paxton10 portal? Registering for your account Logging in The homepage My account My account opening a credit account

More information

Utility Cashier System

Utility Cashier System Utility Cashier System CASHIER MANUAL July 29, 2012 Version 1.2 1 System Account Overview Logging into Utili.Ca$h Logging Out of Utili.Ca$h Changing your Utili.Ca$h Password Cashier Daily Processes Cash

More information

DIGITAL AND MOBILE BANKING USER GUIDE

DIGITAL AND MOBILE BANKING USER GUIDE DIGITAL AND MOBILE BANKING USER GUIDE 2018 First Tennessee Bank National Association operating as First Tennessee Bank and Capital Bank. Member FDIC. NEW 04/18 USER GUIDE GETTING STARTED 3 Logging in with

More information

Table of Contents. New PayPal Integration PayPal Integration Notify the customer via Printer s Plan Notify the customer via Paypal Receiving Payments

Table of Contents. New PayPal Integration PayPal Integration Notify the customer via Printer s Plan Notify the customer via Paypal Receiving Payments Printer s Plan 2019 What s New and Improved Page 1 Table of Contents Page New PayPal Integration PayPal Integration Notify the customer via Printer s Plan Notify the customer via Paypal Receiving Payments

More information

EXO BUSINESS CRM. User Guide EXO BUSINESS M YO B ENT ERPRI S E S O L U T I O N S

EXO BUSINESS CRM. User Guide EXO BUSINESS M YO B ENT ERPRI S E S O L U T I O N S EXO BUSINESS CRM User Guide EXO BUSINESS M YO B ENT ERPRI S E S O L U T I O N S Important Notices This material is copyright. It is intended only for MYOB Enterprise Solutions Business Partners and their

More information

[Type text] DLC Client Manager Welcome Manual

[Type text] DLC Client Manager Welcome Manual [Type text] DLC Client Manager Welcome Manual Table of Contents Getting Started Prepping Your Data in Expert... 3 Logging In... 4 Synching with Expert... 5 Getting Started with Client Manager... 6 Working

More information

USER GUIDE. Concur Expense Management System

USER GUIDE. Concur Expense Management System Concur Expense Management System DOCUMENT CONTROL Procedure Concur Expense Management System Procedure Number Date of Issue 22 July 2016 Last Reviewed 22 July 2016 Version 6.0 Next Review 22 July 2017

More information

Revolution User Manual - Management Information

Revolution User Manual - Management Information Revolution User Manual - Management Information 1 Management Information Contents 3. Tips for using this manual and Revolution 4. Till balancing using cashouts Running a cashout 5. Reports 6. General Reports:

More information

Published by Reckon Limited

Published by Reckon Limited Projects Workbook Published by Reckon Limited All Rights Reserved Copyright Reckon Limited Copyright No part of these materials may be reproduced, stored in or introduced into a retrieval system, or transmitted

More information

Enhanced new user experience with simple to use navigation and better buying experience. Trade accounts will see current order status, and history

Enhanced new user experience with simple to use navigation and better buying experience. Trade accounts will see current order status, and history NEW FEATURES AT ATLANTIC.REXEL.CA What s New? Enhanced new user experience with simple to use navigation and better buying experience Updated search functionality Trade accounts will see current order

More information

Introduction. Logging In. https://portal.format.co.nz/login/trt

Introduction. Logging In. https://portal.format.co.nz/login/trt Introduction Welcome to the Tidd Ross Todd On-line Ordering System. This site has been created with the intention to assist users with the following: placing orders viewing work in progress searching for

More information

Exact General Ledger Setup and Operation

Exact General Ledger Setup and Operation Exact General Ledger Setup and Operation In order to set up the General Ledger in EXACT you need to have already decided on how you want to operate your ledger and the format that the codes for the ledger

More information

PRINTER S PLAN New Features and Improvements

PRINTER S PLAN New Features and Improvements Addendum to User s Guide 2003.51 1 PRINTER S PLAN 2003.51 New Features and Improvements New Data Entry and Pricing Options Defaults / Options / Data Entry: There are three new options for updating the

More information

Enquiry Log John D Wilkins

Enquiry Log John D Wilkins 28 October 2012 by John D Wilkins This is an easy-to-use programme to allow several personnel to keep track of projects from the enquiry level to completion. This will prevent enquiries being forgotten

More information

BROKER GUIDE NAVIGATING THE BACK OFFICE. Page1

BROKER GUIDE NAVIGATING THE BACK OFFICE.  Page1 BROKER GUIDE to NAVIGATING THE BACK OFFICE of www.nice-1.co.uk Page1 CONTENTS Home Page Overview.. 3 Home Page System help & user guides.. 4 Home Page Creating New Policies.. 5 7 Home Page Search, Edit

More information

OMNI AR/Billing: Modify/Amend a Contract Detailed Business Process Guides ACONTRACTS3

OMNI AR/Billing: Modify/Amend a Contract Detailed Business Process Guides ACONTRACTS3 OMNI AR/Billing: Modify/Amend a Contract Detailed Business Process Guides ACONTRACTS3 Modify/Amend a Contract This guide discusses how to: Create and edit amendments Enter amendment details Review and

More information

Transactions: Transaction List

Transactions: Transaction List Transactions Transactions: Transaction List Purpose The Transaction List allows you to view transactions for selected dates; create new transactions; open, edit or delete existing transactions; open client

More information

University of North Carolina at Charlotte

University of North Carolina at Charlotte University of North Carolina at Charlotte Facilities Management Procedures Manual v1.0 Delivered by PMOLink, LLC December 15-16, 2009 2009 All rights reserved. No part of this publication may be reproduced

More information

8.1 OVERVIEW OF THE INVENTORY MODULE ADDING NEW ITEMS...

8.1 OVERVIEW OF THE INVENTORY MODULE ADDING NEW ITEMS... Chapter Module The module is used to record and track inventory and storeroom information. This Chapter describes how to use the Web Work module. Table of Contents 8.1 OVERVIEW OF THE INVENTORY MODULE...

More information

ExpressShipper User Guide

ExpressShipper User Guide ExpressShipper Quick User Guide ExpressShipper Section 0 Page 1 of 60 Section 1: Structure of the User Guide In this section This section contains the following topics: Topic See Page What is the purpose

More information

NCLTEC Accounting User Manual

NCLTEC Accounting User Manual NCLTEC Accounting User Manual Latest Update: Feb 6, 0 For information about customer support, please visit our homepage at http://www.ncltec.com on the World Wide Web. Copyright 05 NCL Energy Technology

More information

WebPrint Quick Start User Guide

WebPrint Quick Start User Guide WebPrint Quick Start User Guide Getting Started Accessing Print Center Navigate your Web browser to Print Center Log in page. If you do not have an acocunt, you will need to create a new User account.

More information

Desktop invoicing software app for small business

Desktop invoicing software app for small business Desktop invoicing software app for small business Uniform Software LTD https://www.invoicingtemplate.com/ 1 1. Quick Start - Create Your First Invoice To see a quick start movie, visit InvoicingTemplate.com.

More information

About MassMutual Electronic Bill Presentment & Payment

About MassMutual Electronic Bill Presentment & Payment Group Billing and Collections Frequently Asked Questions (FAQs) for ebill and epay About MassMutual Electronic Bill Presentment & Payment E-Bill Questions and Problems Payment Process Questions Payment

More information

Corporate Online. Using Accounts

Corporate Online. Using Accounts Corporate Online. Using Accounts About this Guide About Corporate Online Westpac Corporate Online is an internet-based electronic platform, providing a single point of entry to a suite of online transactional

More information

Copyright PI Enterprizes All rights reserved

Copyright PI Enterprizes All rights reserved Copyright 2011-2013 PI Enterprizes All rights reserved Table of Contents Log-In Screen... 3 Main console...3-4 Calendar... 5 Case Intake...6-8 All Cases... 8-10 Search... 10 Client Tab... 11 Agent... 12

More information

Version 8 Release Notes

Version 8 Release Notes Version 8 Release Notes www.buildsoft.com.au 8.2.4 Release 30 July 2018 Fixes Fixed an issue where the Total of a Job might be incorrect if any Item was Picked from multiple Quotes that included only INCL

More information

Learning Microsoft Excel Module 1 Contents. Chapter 1: Introduction to Microsoft Excel

Learning Microsoft Excel Module 1 Contents. Chapter 1: Introduction to Microsoft Excel Module 1 Contents Chapter 1: Introduction to Microsoft Excel The Microsoft Excel Screen...1-1 Moving the Cursor...1-3 Using the Mouse...1-3 Using the Arrow Keys...1-3 Using the Scroll Bars...1-4 Moving

More information

AccountsIQ Tips and Tricks. Updated 20/10/2008. Purpose. 1. List and describe what heading and text will be containing in each of the Tip s and tricks

AccountsIQ Tips and Tricks. Updated 20/10/2008. Purpose. 1. List and describe what heading and text will be containing in each of the Tip s and tricks AccountsIQ Tips and Tricks Updated 20/10/2008 Purpose 1. List and describe what heading and text will be containing in each of the Tip s and tricks 2. Outline what FAQ s will be released on the System

More information

ezframer Picture Framing Software

ezframer Picture Framing Software ezframer Picture Framing Software Help Documentation ezframer Picture Framing Software N U T E C H ezframer Help Documentation nutech, Phone 800-404-0634 Web site: www.ezframer.com Email: contact@ezframer.com

More information

User Guide. Join us on

User Guide.  Join us on User Guide www.neopost.ca Join us on TABLE OF CONTENTS Getting started Hardware and subscription requirements 4 PC requirements - browsers 4 Activating the application 5 Weighing your items Get weight

More information

Beginners Guide to Optomate Premier Series This help note is designed for new users of the Optomate Practice Management System.

Beginners Guide to Optomate Premier Series This help note is designed for new users of the Optomate Practice Management System. Beginners Guide to Optomate Premier Series This help note is designed for new users of the Optomate Practice Management System. Optomate Today Each time you launch Optomate Premier Series you will be greeted

More information

SCHOOL ACCOUNTS 2017 QUICK START GUIDE

SCHOOL ACCOUNTS 2017 QUICK START GUIDE SCHOOL ACCOUNTS 2017 QUICK START GUIDE Tel: +353 1 9603220 Mobile: +353 86 2329472 Company Reg No: 535403 Email: schools@odoherty.biz www.odoherty.biz VAT Reg No: IE3234776BH School Accounts 2016 INSTALLATION

More information

Parish Accounts Workbook. Version 2

Parish Accounts Workbook. Version 2 Parish Accounts Workbook Version 2 Contents Introduction 3 The Basics 4 Things to remember 4 Tab colours 4 The Details Tab 5 Accounts 5-6 Investments 6 Accounts or Investments which are not restricted

More information

Before you archive your Membership Plus data, be sure you have a current backup of your data set.

Before you archive your Membership Plus data, be sure you have a current backup of your data set. Program: Membership plus 2007 Issue: How to Archive Archiving old data Archiving puts time-sensitive transaction data you are no longer using into storage by removing it from your current data set and

More information

Part Payment Claims/Invoices During an Engagement. Overview

Part Payment Claims/Invoices During an Engagement. Overview Part Payment Claims/Invoices During an Engagement Who: Provider Operations + Accounts Why: While work continues on the Engagement, the Provider can make interim claims for payment (Part Payment Claims)

More information

All of your registration data can be exported into either a.csv or spreadsheet file.

All of your registration data can be exported into either a.csv or spreadsheet file. How to Guide to Setting up Registrations with TryBooking Overview This document is a guide for setting up any type of an event where you need your patrons to complete a series of questions at the time

More information

Topics Covered. Web Address / Popup Blockers. How to Sign On. Main Toolbar Overview. Order Guides / Placing Orders. Confirmations.

Topics Covered. Web Address / Popup Blockers. How to Sign On. Main Toolbar Overview. Order Guides / Placing Orders. Confirmations. Topics Covered Web Address / Popup Blockers How to Sign On Main Toolbar Overview Order Guides / Placing Orders Confirmations Reports User / Admin Options Custom Order Guides Web Address What is the web

More information

Client User Manual. Page 1 of 31

Client User Manual. Page 1 of 31 Client User Manual Page 1 of 31 C o n t e n t 1. Introduction... i. System & Client qualifications... ii. Accessing e-volve Online... iii. e-volve Client Home Page overview iv. Site Navigation... 2. Client

More information

WEM ECC Contracts - User guide

WEM ECC Contracts - User guide WEM ECC Contracts - User guide Introduction... 3 ECC Project Managers / Contractors Guide... 7 Contract Data Explained... 7 Pain / Gain... 8 Updating project incentivised cost forecasts... 11 Access to

More information

NextMark User s Guide. Order Processing Brokerage

NextMark User s Guide. Order Processing Brokerage NextMark User s Guide Order Processing Brokerage Table of Contents NextMark Order Processing... 3 Product Overview... 3 Scope and Content... 3 Getting Help...3 Getting Started... 3 Tools you will need:...

More information

The data files on the Data DVD were prepared using the Windows 7 operating CHAPTER ONE. Objectives. Getting Started. Data Files

The data files on the Data DVD were prepared using the Windows 7 operating CHAPTER ONE. Objectives. Getting Started. Data Files CHAPTER ONE Objectives After completing this chapter, you should be able to: use the QuickBooks data files on the Data DVD access QuickBooks data files update your QuickBooks company fi le understand the

More information

Printing a Monthly Calendar Updated: November 4, 2015

Printing a Monthly Calendar Updated: November 4, 2015 Printing a Monthly Calendar Updated: November 4, 2015 If you need to print, export to PDF, or email your calendar, you are able to build a monthly calendar report that will allow you to do so. By building

More information

Adminsoft Accounts Basic User Guide - Installation

Adminsoft Accounts Basic User Guide - Installation Running the Downloaded File We always recommend you download Adminsoft Accounts from our web site: www.adminsoftware.biz That way, we know the file you have just downloaded is clean, and only contains

More information

Scholastic Oracle Cloud Supplier Portal User Guide

Scholastic Oracle Cloud Supplier Portal User Guide Scholastic Oracle Cloud Supplier Portal User Guide Table of Contents Introduction to the Supplier Portal... 3 What is the Supplier Portal?... 3 Navigating the Supplier portal... 3 Logging in... 3 Homepage

More information

User Guide. Customer Self Service (CSS) Web Application Progress Software Corporation. All rights reserved.

User Guide. Customer Self Service (CSS) Web Application Progress Software Corporation. All rights reserved. User Guide Customer Self Service (CSS) Web Application 1993-2017 Progress Software Corporation. Version 2.1 March 2017 Table of Contents Welcome... 3 Accessing the Customer Self Service (CSS) Web Application...

More information

Getting Around QuickBooks Online

Getting Around QuickBooks Online QuickBooks Online Student Guide Chapter 2 Getting Around QuickBooks Online Chapter 2 Chapter 2 Now that you ve finished your company setup in QuickBooks Online, you re ready to get started. It s a good

More information

The Straumann eshop Now simpler than ever. Straumann eshop

The Straumann eshop Now simpler than ever. Straumann eshop The Straumann eshop Now simpler than ever. Straumann eshop www.straumann.com/eshop Now simpler than ever! Online Only Special online offers New Features Order Templates State-of-the-art usability Product

More information

TSS Event Hire Software

TSS Event Hire Software TSS Event Hire Software Software Solutions designed specifically for the Event Hire Industry all Hire will give you the information you need to run your hire company T S Solutions Limited T S Solutions

More information

WorkBook release note

WorkBook release note WorkBook version: 8.2.67 Release date: 01/10/2012 Author: René Præstholm rp@workbook.net General notice As new views, tab s and reports are not automatically added to each user due to access rights controls

More information

1. CONTENTS 2. OVERVIEW CANDIDATES Add Candidate Update Candidate Details CVs & CV to Send...

1. CONTENTS 2. OVERVIEW CANDIDATES Add Candidate Update Candidate Details CVs & CV to Send... User Guide 1. CONTENTS 2. OVERVIEW... 4 3. CANDIDATES... 4 3.1. Add Candidate... 4 3.2. Update Candidate Details... 4 3.3. CVs & CV to Send... 4 3.4. Apply Candidate to Vacancy... 5 3.5. Quick Links...

More information

User s Guide for. SupportDesk. House-on-the-Hill Software Ltd. SupportDesk Green

User s Guide for. SupportDesk. House-on-the-Hill Software Ltd. SupportDesk Green User s Guide for SupportDesk House-on-the-Hill Software Ltd SupportDesk Green Software Copyright 1993-2007 House-On-The-Hill Software Ltd. All Rights Reserved. Manual Copyright 1993-2007 House-On-The-Hill

More information

Horizon Tutorial - Booking an Inspection

Horizon Tutorial - Booking an Inspection Horizon Tutorial - Booking an Inspection Horizon is built to save you time and effort, while reducing the chance for errors when booking inspections. With Horizon booking an inspection is easy and fast!

More information

Introduction to the workbook and spreadsheet

Introduction to the workbook and spreadsheet Excel Tutorial To make the most of this tutorial I suggest you follow through it while sitting in front of a computer with Microsoft Excel running. This will allow you to try things out as you follow along.

More information

Contents. 1. How to Log into your AdminOnline System Forgotten your Password Changing your Password... 7

Contents. 1. How to Log into your AdminOnline System Forgotten your Password Changing your Password... 7 Manual June 2017 Contents 1. How to Log into your AdminOnline System... 4 2. Forgotten your Password... 6 3. Changing your Password... 7 4. Online Registration Form... 8 5. Accounting... 9 5.1 How to Invoice

More information