How to Outperform Your Competitors the Easy Way

Size: px
Start display at page:

Download "How to Outperform Your Competitors the Easy Way"

Transcription

1 How to Outperform Your Competitors the Easy Way Management & Marketing Solutions for the Professional Automotive Repairer

2 More Than Just a Software Company Automotive Products Microbase Australasia is a West Australian company that has been developing, marketing and supporting automotive specialty products since Our software and affiliated services are used extensively throughout Australia and New Zealand. A Total Solution Unlike many of our competitors who link their software with third party packages such as MYOB and Quickbooks. Microbase offers you a total on site application that manages your database and finances. AutoMation Premium includes an electronic diary, debtors ledger, Inventory, purchasing, payroll, bank reconciliation, general ledger and tax reporting. All of these functions are available from a product written specifically for automotive repairers. On-Line Mailing Service Microbase recognises that to run a successful business you need more than to simply keep the books in order. It is imperative that you have access to functions that allow you to communicate regularly with your clients. AutoMation Premium includes a powerful marketing module that exports data into Microsoft Word so you can create service reminders and other letters in house. As an alternative our company offers an online mailing service to AutoMation Premium users. All you need is a standard internet connection, mouse click on the send function and we take care of the rest. Your letters are professionally written and dispatched on a regular basis. We Provide the Opportunities, You Explore the Possibilities Many businesses have discovered that profits improve when offering a service or product to customers that competitors have ignored. Microbase can help distinguish your business from the rest of the pack in a couple of ways. Firstly, when using our AutoMation Premium software you have access to an on-line roadside assistance scheme that covers your customers vehicles on a 24 / 7 basis. We provide a toll free 1800 number that can be contacted if a breakdown or lock out occurs, the vehicle is then returned to your outlet for repair. Secondly AutoMation Premium has a built in loyalty function, points are awarded on a dollar basis and can be redeemed for free services. You can also print reward statements and mail them to your clients. We provide the opportunities, you explore the possibilities. Technology Has Changed The Rules There is no doubt that technology has changed the rules. You d be hard pressed to find a business these days that wasn t dependent on technology in one way or another. From the simplest use of MS Word for correspondence, through to accounting packages and in-house developed systems, through to the ubiquitous and Internet access, we re all out there mice pointing, fingers tapping and screen saving! B to B transactions are increasing at a rapid rate. Latest statistics also tell us that over 65% of households have Internet access. As your business grows, you will undoubtedly require greater functionality, greater operating efficiencies or perhaps integrated solutions for e-commerce. There is a need to form an association with a technology partner that is going to continue providing solutions that are geared to satisfy your current and future requirements. We Can Build Your Web Site Our company can also assist you with web site creation and design, we have acquired the domain name The site currently contains over 35,000 categorised listings that can be searched by company name, suburb or postcode. Our web designers can customise a site for your business and provide you with an on-line booking facility and an autorepairer address. We also custom design web sites for clients wishing to use their own domain. We Train Every User Microbase runs regular off site training sessions for new users in each state. Attendees are supplied with a computer on which they must perform a series of exercises to ensure they are able to use AutoMation.

3 Total Business Management Software AutoMation Premium is a new generation of software designed exclusively for the professional automotive repairer. The product offers total integration of double entry accounting functions including accounts payable, general ledger, bank and credit card reconciliation. AutoMation also takes care of your payroll and GST reporting on either a cash or accrual basis. AutoMation Premium is designed to be driven by the novice user with simple to understand point and click functionality. Marketing is a breeze, create your own letters or you can choose to export data to our central system which gives access to nationwide roadside assistance and generates general communications such as service reminders and redundant customer follow up letters. Key Features Diary including 7 day & single day view Import client details from phone listings Multi-Site databases, data import feature Sales Screen - lists all jobs and invoices Full inventory control, ability to record negative quantities and values Stock take by category or location Set up multiple bank accounts Import standard chart of accounts Easily convert a purchase order to a bill Full editing capabilities at any point Set security levels for different users Pay suppliers from a bank account or undeposited funds Reconcile bank & credit card accounts Full general ledger including filters by transaction type Keep track of payroll, pay technicians based on charged or hours worked Create bank deposit slips: Eliminates the manual handling of deposits Report GST on a cash or accrual basis Accountants review export in Excel format Profit & Loss by any date range Balance sheet for any date Open architecture allows for easy screen reference On-line & off line marketing functions Credit memos to process customer returns Transfer money between bank & asset accounts Capricorn Members Save Time and Money Automated Capricorn reconciliation function - Download your statement, reconcile purchases with a simple mouse click, correct any discrepancies and process payment literally within minutes instead of hours.

4 Customer Relationship Management We Take The Pain Out Of Marketing An important function for any business is maintaining regular contact with clients. AutoMation Premium allows you to pre-set future service dates and kilometers. Having this information on hand gives you the opportunity to send a service reminder at a time when the customer is more likely to buy. However it is not always possible to print, fold and post letters to your customers as this function can be very time consuming. We have a cost effective answer that ensures you don t miss out on those extra sales opportunities. Key Benefits Saves time & money Regular professional communications Use a standard internet connection Auto prompt on the nominated upload day Simple two mouse click export function Monthly communications report Improved customer retention Cost Effective All You Require Is A Standard Internet Connection AutoMation Premium allows you to select a day you wish to be reminded to upload your client and vehicle information. On the pre-selected day a prompt is displayed requesting you to initialise the upload function. Simply select yes and you are automatically connected to the Internet, your files upload and a prompt requested to log off. Microbase then adds the files to it s central server, the database is queried for service reminders due and new roadside assistance issues. The central application transfers data to a mailing house for printing and dispatch of communications. The auto repairer receives a marketing report on a monthly basis listing the various communications that have been sent during the previous calendar month. Just a couple of mouse clicks and let Microbase take care of the rest - This is marketing the easy way! Roadside Assistance Covers * Breakdown - We will tow for up to 15 Km. * Failure To Start - We will jump start * Flat Tyre - Replace with spare wheel * No Fuel - Supply up to 5 litres of fuel * Lock Out - Contribute up to $50 per call National Roadside Assistance Microbase has established a national roadside assistance scheme for Australian Users. Issues are managed automatically by AutoMation Premium, the operator simply ticks the RSA trigger option available from the service record. Whenever flagged services are sold to a customer cover details are printed on the bottom of their invoice. Customer and vehicle information is transferred via a standard internet connection on a weekly basis, Microbase uses a mailing house to create plastic membership cards and covering Thank You letter which is then mailed to your customer. The auto repairers pays only one low set up fee which covers the customer for 6 months in the event of a breakdown. Microbase pays the cost of up to four service executions during the period of cover. A follow up letter is also sent when the roadside assistance expires, as a reminder to return to the original repairer.

5 Online Marketing Starts Here Internet Marketing The internet heralds the most important change to business since the industrial revolution of last century. Lets face it you probably haven t got the time to learn the skills to be successful. It is a fact that 99% of all web sites fail to achieve their objectives. Imagine the dollar waste that represents. We Offer Solutions That Work Autorepairer.com.au offers any business involved in the automotive service industry the ability to market cost effectively. We can offer you the following to ensure Internet aware clients not only are able to locate you but also able to do business with you on-line. Why You Need A Web Site: More and more of your clients are now using the web each day. Your web site can generate direct sales opening your business or store to the world 24 hours a day 7 days a week. Web sites effectively supplement existing marketing activities. Similar businesses to yours around the world are now using the Web as their primary marketing and information media. Your competitors may already be gaining a marketing edge as a result of utilising the web The strategies we use are based around leveraging our domain autorepairer.com.au for your benefit. This is achieved in various ways: Directory Listing - A listing in our on-line directory is free, however if you wish your business to be listed in the top group of each search you will need to purchase a web site for a small annual fee. Personalised Web Site - To increase the chances of potential clients choosing your listing from our directory we can build you a web site that contains details on your business. Sites can be built using our large range of templates or if you want something extra special we are happy to quote on your requirements. Your web site address: Bookings On-Line - Imagine a customer has viewed your site and is ready to buy. We give you the option to capture the client immediately. Our marketing package contains an on-line booking facility. All you have to do is check your regular or your autorepairer mailbox on a daily basis and confirm a convenient time with the client. Simple and very effective Autorepairer - How many times do suppliers or clients give you an address that you just can t remember? Was or com.au, maybe it see how confusing addresses can become, you may even be in the position where you have to add an extension to your business name just to get an address!! The solution is to use our domain name autorepairer.com.au to register a unique address ie: yourname@autorepairer.com.au For further information your online solution.

6 Solutions Developed By 161 George Street East Fremantle, Western Australia 6158 Phone: Fax: sales@microbase.com.au Web Site: Clients Include: Capricorn Society Service Centres Australia & New Zealand

MYOB Set Up and Operation

MYOB Set Up and Operation National Competency Standard (ICT): BSBFIA301 Maintain financial records BSBFIA303 Process accounts payable and receivable Course Objectives On completion of this course, attendees will be able to use

More information

Connecting Time Matters/Billing Matters and QuickBooks. 35*45 Consulting - Global 7 Second System

Connecting Time Matters/Billing Matters and QuickBooks. 35*45 Consulting - Global 7 Second System Why Choose QuickBooks... 3 Why Use Billing Matters... 3 Question to Ask... 3 Getting Started in Billing Matters... 4 Getting Started in QuickBooks... 11 Linking Billing Matters and QuickBooks... 14 Using

More information

Sage MAS 90 and 200 Product Update 2 Delivers Added Value!

Sage MAS 90 and 200 Product Update 2 Delivers Added Value! Sage MAS 90 and 200 Product Update 2 Delivers Added Value! The second Sage MAS 90 and 200 4.4 Product Update 4.40.0.2 is available via a compact download from Sage Online. Delivering additional features

More information

CommBank Small Business app User Guide

CommBank Small Business app User Guide CommBank Small Business app User Guide CommBank Small Business app user guide 2 Contents Welcome to the CommBank Small Business app 4 CommBank Small Business app in 5 easy steps 4 We re here to help 4

More information

Greentree. Financial Management

Greentree. Financial Management Greentree Financial Management Contents Introducing MYOB Greentree Financial Management 3 General Ledger 5 Managing financial entities 7 Financial Reporting Microsoft Excel F.R.E.E. 9 Cash management 11

More information

PCLaw Billing and Accounting Software

PCLaw Billing and Accounting Software Practice Management Increase Efficiency, Cash Flow and Profits with PCLaw Billing and Accounting Software Gain new levels of efficiency and financial performance for your practice with integrated back-office

More information

ACCOUNTING SERVICES ON-LINE ACCOUNTING SOFTWARE RECEIVABLES LITE PLUS

ACCOUNTING SERVICES ON-LINE ACCOUNTING SOFTWARE RECEIVABLES LITE PLUS ON-LINE ACCOUNTING SOFTWARE Internet access 24-7 to all your critical financial information Mobile Version to increase your flexibility and options Task Manager Module to guarantee response time Chat Support

More information

BillQuick MYOB Integration

BillQuick MYOB Integration Time Billing and Business Management Software Built With Your Industry Knowledge BillQuickMYOB Integration Integration Guide BQE Software, Inc. 2601 Airport Drive Suite 380 Torrance CA 90505 Support: (310)

More information

Welcome to the topic on purchasing items.

Welcome to the topic on purchasing items. Welcome to the topic on purchasing items. 1 In this topic, we will perform the basic steps for purchasing items. As we go through the process, we will explain the consequences of each process step on inventory

More information

BillQuick-QuickBooks Advanced Integration Guide 2016

BillQuick-QuickBooks Advanced Integration Guide 2016 BillQuick-QuickBooks Advanced Integration Guide 2016 CONTENTS INTRODUCTION 1 HOW TO USE THIS GUIDE 1 SOFTWARE EDITIONS SUPPORTED 2 HOW INTEGRATION WORKS 2 MODES OF SYNCHRONIZATION 3 INTEGRATION RULES 4

More information

Moneyspire Help Manual Moneyspire Inc. All rights reserved.

Moneyspire Help Manual Moneyspire Inc. All rights reserved. 2018 Moneyspire Help Manual 2015-18 Moneyspire Inc. All rights reserved. Contents 2. Getting Started 8. Operating the Program 13. Adding Accounts 15. Adding Transactions 18. Adding Reminders 21. Adding

More information

go vertical. for Microsoft Dynamics AX About MBS Dev Professional Microsoft Dynamics AX Partner Wholesale Distribution Suite

go vertical. for Microsoft Dynamics AX About MBS Dev Professional Microsoft Dynamics AX Partner Wholesale Distribution Suite WDS Professional Microsoft Dynamics AX Partner Improve Quality Increase Competitive Edge Enhance Service Deliver Fast Reliable Solutions Wholesale Distribution Suite High Volume Distribution (HVD) Executive

More information

Functional Area Systems Accounting Transaction Systems

Functional Area Systems Accounting Transaction Systems ACS-1803 Introduction to Information Systems Instructor: Kerry Augustine Functional Area Systems Accounting Transaction Systems Lecture Outline 4, Part 1 ACS-1803 Introduction to Information Systems Functional

More information

1/22/2018. Functional Area Systems Accounting Transaction Systems. Functional Area Information Systems

1/22/2018. Functional Area Systems Accounting Transaction Systems. Functional Area Information Systems ACS-1803 Introduction to Information Systems Instructor: Kerry Augustine Functional Area Systems Transaction Systems Lecture Outline 4, Part 1 ACS-1803 Introduction to Information Systems Functional Area

More information

Jan Product Features Mambo Software Business ERP

Jan Product Features Mambo Software Business ERP Jan 2015 Product Features Mambo Software Business ERP Table of Contents 1.1. Features of Mambo Software Business ERP... 3 1.1.1. Company Information... 3 1.1.2. Chart of Accounts... 3 1.1.1. Customers...

More information

RB8 Training Orientation Essential Training overview 1 Recommended Lesson Plans By Department 1

RB8 Training Orientation Essential Training overview 1 Recommended Lesson Plans By Department 1 II RB8 Essential Training Table of Contents RB8 Training Orientation Essential Training overview 1 Recommended Lesson Plans By Department 1 RB8 Training Syllabus How to use modules 2 2 Case Management

More information

INTEGRATION BASICS...

INTEGRATION BASICS... Contents INTRODUCTION... 1 Software Editions Supported... 1 INTEGRATION BASICS... 2 MODES OF SYNCHRONIZATION... 3 INTEGRATION RULES... 3 INTEGRATION SETTINGS... 4 DATA INTEGRATION... 5 INITIAL INTEGRATION...

More information

What s New Guide. Sage Pastel Version 14

What s New Guide. Sage Pastel Version 14 What s New Guide Sage Pastel Version 14 2 Sage Pastel Version 14 Summary of Changes Base Welcome to Pastel Automatic Bank Feeds New Sage Intelligence version Create a cash book Supplier Payments via Sage

More information

Intuit QuickBooks Enterprise Solutions 11.0 Complete List of Reports

Intuit QuickBooks Enterprise Solutions 11.0 Complete List of Reports Intuit QuickBooks Enterprise Solutions 11.0 Complete List of Reports Intuit QuickBooks Enterprise Solutions is the most advanced QuickBooks product for businesses with more complex needs. It offers advanced

More information

FGFOA 2017 Focus on the Future

FGFOA 2017 Focus on the Future IT Modernization: Bringing Government from Obsolete to Cutting Edge FGFOA 2017 Focus on the Future Christine Horrocks, CPA/CFF, CGMA Brent Pruim, CPA Topics Covered State of the industry with respect to

More information

SAGE ACCPAC. Sage Accpac ERP. Converting from Simply Accounting by Sage

SAGE ACCPAC. Sage Accpac ERP. Converting from Simply Accounting by Sage SAGE ACCPAC Sage Accpac ERP Converting from Simply Accounting by Sage 2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and service names are

More information

Tip #1: Data Entry Tricks Practice these tips in my Core Training Interactive Tutorial

Tip #1: Data Entry Tricks Practice these tips in my Core Training Interactive Tutorial 21 QuickBooks Tips and Tricks with Penny Lane 2011 Tip #1: Data Entry Tricks Practice these tips in my Core Training Interactive Tutorial 1 Use the Tab Key to move between fields. When you use the Tab

More information

QuickBooks in the Classroom Lesson Exercises

QuickBooks in the Classroom Lesson Exercises This document provides several multiple-choice and open-ended questions based upon the concepts introduced in each chapter. As an instructor, there are many uses for these exercise questions, such as:

More information

End of Month Processing

End of Month Processing End of Month Processing Ver 040510 Overview: Each of the MAS accounting modules, excluding Bill of Lading, Packaging, Custom Office, Library Master and Report Master require a closing process at or near

More information

Cost Accounting CONSTRUCTION COMPUTER SOFTWARE

Cost Accounting CONSTRUCTION COMPUTER SOFTWARE Cost Accounting The BuildSmart ledger is a fully scalable package for the construction industry. From small organisations using the Desktop edition, to large corporate clients running the Enterprise edition,

More information

End-of-Year & Beginningof-Year

End-of-Year & Beginningof-Year 5 End-of-Year & Beginningof-Year Transactions In Chapter 5 of Accounting Fundamentals with QuickBooks Online Essentials Edition, you will complete end-of-year adjusting entries and print financial statements.

More information

My Commuter Check Employee Quick Guide

My Commuter Check Employee Quick Guide My Commuter Check Employee Quick Guide Commuter Benefits Overview Commuting to work each day can be expensive. The commuter benefit program offered by your employer will help you save money on your commuting

More information

Advanced. This workbook has been written to follow the MYOB Basics plus BAS and MYOB AccountRight v19 Intermediate workbooks.

Advanced. This workbook has been written to follow the MYOB Basics plus BAS and MYOB AccountRight v19 Intermediate workbooks. MYOB AccountRight v19 Preface Advanced This workbook has been written to follow the MYOB Basics plus BAS and MYOB AccountRight v19 Intermediate workbooks. In this workbook the participant learns how to

More information

BillQuick-Sage 50 Integration Guide 2017

BillQuick-Sage 50 Integration Guide 2017 BillQuick-Sage 50 Integration Guide 2017 (866) 945-1595 www.bqe.com info@bqe.com CONTENTS INTRODUCTION 1 HOW TO USE THIS GUIDE 1 SOFTWARE EDITIONS SUPPORTED 1 HOW INTEGRATION WORKS 2 INTEGRATION RULES

More information

QUICKBOOKS ONLINE ACCOUNTANT. QuickBooks Online Certification Training Guide

QUICKBOOKS ONLINE ACCOUNTANT. QuickBooks Online Certification Training Guide QUICKBOOKS ONLINE ACCOUNTANT QuickBooks Online Certification Training Guide QuickBooks Online Certification Training Legal Notices 2017 Intuit Inc. All rights reserved. Intuit, the Intuit logo, QuickBooks,

More information

Sage 200c Commercials Datasheet

Sage 200c Commercials Datasheet Sage 200c Commercials Datasheet Sage 200c Commercials automates the delivery of your customer orders with effective stock management. By responding to product and pricing demands quickly and effectively

More information

QuickBooks Online Student Guide. Chapter 10. Inventory

QuickBooks Online Student Guide. Chapter 10. Inventory QuickBooks Online Student Guide Chapter 10 Inventory Chapter 2 Chapter 10 In this chapter, you ll learn how QuickBooks handles inventory. You can use QuickBooks to track the items you keep in inventory

More information

QUICKBOOKS ONLINE CERTIFICATION COURSE. Supplemental Guide. Module 4: Common Workflows Sales

QUICKBOOKS ONLINE CERTIFICATION COURSE. Supplemental Guide. Module 4: Common Workflows Sales QUICKBOOKS ONLINE CERTIFICATION COURSE Supplemental Guide Module 4: Common Workflows Sales Copyright Copyright 2017 Intuit, Inc. All rights reserved. Intuit, Inc. 5601 Headquarters Drive Plano, TX 75024

More information

Table of Contents. Topic

Table of Contents. Topic Student Handbook Table of Contents Section Topic 1 Creating Account.1 School/University Sign Up.2 Instructor Sign Up.3 Corporate Account Sign Up.4 Logging into the 2 Banking Tasks.1 Bank Balances.2 Transfer

More information

SEMtek. Introduction. SEMtek success story: University of Alabama at Tuscaloosa

SEMtek. Introduction. SEMtek success story: University of Alabama at Tuscaloosa SEMtek Since 1984, entrinsik has invested considerable time researching the seminar and event management industry, learning the business and developing software that would not only automate the process

More information

Bookkeeping & Accounting Services

Bookkeeping & Accounting Services Nonprofit Services & Solutions Bookkeeping & Accounting Services This Packet Includes: Services Overview Package Options & Pricing Outsourcing About Us Service Overview Bookkeeping Starting or managing

More information

Sage 300 Retail Management by InfoCentral

Sage 300 Retail Management by InfoCentral Sage 300 Retail Management by InfoCentral Sage 300 Retail Management by InfoCentral Sage 300 Retail Management is a fully featured Point of Sale Solution that offers tremendous flexibility and enables

More information

Oracle ERP Cloud Period Close Procedures

Oracle ERP Cloud Period Close Procedures Oracle ERP Cloud Period Close Procedures Release 13 O R A C L E W H I T E P A P E R A U G U S T 2 0 1 7 Table of Contents Introduction 8 Chapter 1 Period Close Dependencies 9 Chapter 2 Subledger Accounting

More information

ERS Guide for Suppliers

ERS Guide for Suppliers ERS Guide for Suppliers Contents Introduction... 3 What is ERS?... 3 What are the benefits of ERS?... 3 How does ERS work?... 3 Using ERS... 3 Background... 3 Timing... 4 Printing off the Self Billing

More information

Unit 1: About this Workbook Unit 2: Occupational Health and Safety Procedures

Unit 1: About this Workbook Unit 2: Occupational Health and Safety Procedures Table of Contents Unit 1: About this Workbook... 1-4 Unit 2: Occupational Health and Safety Procedures... 5-6 Unit 3: Double-Entity Bookkeeping Principles [Optional]... 7-14 Unit 4: Notes on the Goods

More information

1 23Go! Getting Started Guide 2007

1 23Go! Getting Started Guide 2007 1 23Go! Getting Started Guide 2007 Getting Started Setting Up Your Company Setting Up Customers & Vendors Setting Up Items Setting Up Payroll Essential Tasks Reporting System Administration 1 chapter getting

More information

PRODUCT INFORMATION. Your Business Operating System

PRODUCT INFORMATION. Your Business Operating System PRODUCT INFORMATION Your Business Operating System More than just software, BillQuick is your billing assistant, project manager and accountant. Over the last 20 years, BillQuick has evolved from a simple

More information

BUILD. Microsoft Dynamics GP Business Essentials Empower people to drive success

BUILD. Microsoft Dynamics GP Business Essentials Empower people to drive success BUILD Microsoft Dynamics GP Business Essentials Empower people to drive success We ve moved from a position of fire-fighting to being able to make informed, forwarding looking decisions about the business.

More information

FACTORING - SIMPLIFIED!

FACTORING - SIMPLIFIED! FACTOR/SQL - A Compelling Solution from 3i Infotech FACTOR/SQL, our feature-rich, flexible factoring software solution, provides an ideal and cost-efficient platform to address contemporary business challenges.

More information

Retail Channel Management and Corporate Operations. Microsoft Dynamics AX 2012 R3

Retail Channel Management and Corporate Operations. Microsoft Dynamics AX 2012 R3 Retail Channel Management and Corporate Operations Microsoft Dynamics AX 2012 R3 Table of Contents Course Details 1 Prerequisites 2 Course Outline 3 Course Details This 2-day instructor-led training provides

More information

TABLE OF CONTENTS. Computer Perfect Developers of Lightning Online Point of Sale (914)

TABLE OF CONTENTS. Computer Perfect Developers of Lightning Online Point of Sale (914) TABLE OF CONTENTS Lightning Online Point of Sale Facts 02 Lightning Online Point of Sale 04 Lightning Emergency Mode 11 Lightning for the ipad 12 Lightning for the iphone 15 Lightning for ecommerce 18

More information

HansaWorld Enterprise

HansaWorld Enterprise HansaWorld Enterprise Integrated Accounting, CRM and ERP System for Macintosh, Windows, Linux, PocketPC 2002 and AIX Consolidation Program version: 4.2 2004-12-20 2004 HansaWorld Ireland Limited, Dublin,

More information

Why Fishbowl Manufacturing and Fishbowl Warehouse Are #1 Among QuickBooks Users

Why Fishbowl Manufacturing and Fishbowl Warehouse Are #1 Among QuickBooks Users Why Fishbowl Manufacturing and Fishbowl Warehouse Are #1 Among QuickBooks Users Fishbowl is the most popular manufacturing and warehouse management software for QuickBooks users. Fishbowl Manufacturing

More information

What s New in NAV 2017?

What s New in NAV 2017? What s New in NAV 2017? Presenter: Tom Jenkins What s New? Dynamics 365 What s New? Enhanced Outlook Integration Embedded Power BI Client Enhancements Finance Improvements Item Attributes Other Item Improvements

More information

Electronic Payments & Statements (EPS) Frequently Asked Questions (FAQs)

Electronic Payments & Statements (EPS) Frequently Asked Questions (FAQs) Electronic Payments & Statements (EPS) Frequently Asked Questions (FAQs) Note: EPS features contained within these FAQs may not be applicable to all Payers. General Questions 1. What is Electronic Payments

More information

HealthEquity Employer Portal Guide HealthEquity All rights reserved.

HealthEquity Employer Portal Guide HealthEquity All rights reserved. HealthEquity Employer Portal Guide 2013-2015 HealthEquity All rights reserved. INTRODUCTION 09 ACCESSING PENDING PAYMENTS 01 LOGIN PROCESS 09 MODIFYING EMPLOYER INFORMATION 01 ADDING INSURANCE INFORMATION

More information

BASIC GST/BAS TAXATION PRINCIPLES

BASIC GST/BAS TAXATION PRINCIPLES Includes latest required knowledge of TASA 2009 and the Code of Professional Conduct BASIC GST/BAS Satisfies the Tax Practitioners Board assessment requirements The Tax Education Program An approved provider

More information

GETTING STARTED WITH QUICKEN with Online Bill Pay 2010, 2009, and for Windows

GETTING STARTED WITH QUICKEN with Online Bill Pay 2010, 2009, and for Windows GETTING STARTED WITH QUICKEN with Online Bill Pay 2010, 2009, and 2008-2007 for Windows Refer to this guide for instructions on how to use Quicken s online account services to save time and automatically

More information

Overview. Software Functionality

Overview. Software Functionality Overview The next generation of Broker Information Systems has arrived with eglobal, the most advanced concept in business support systems. Traditionally computer software for Insurance Brokers has concentrated

More information

ACCPAC FUNDAMENTALS. 1. It offers powerful analysis and reporting tools for accounting, finance, and auditing endusers

ACCPAC FUNDAMENTALS. 1. It offers powerful analysis and reporting tools for accounting, finance, and auditing endusers ACCPAC FUNDAMENTALS A. FEATURES OF ACCPAC SYSTEM ACCPAC System The ACCPAC for Windows Series is a Windows accounting software, which provides a comprehensive business management solution for corporate

More information

Why Businesses Love Payables Lockbox

Why Businesses Love Payables Lockbox Why Businesses Love Payables Lockbox (And Yours Should, Too!) A whitepaper examining how businesses can streamline accounts payable processing, reduce payment processing time, and lower accounts payable

More information

Sage 50 U.S Edition Accounting MODULE 1 (END-USERS) COURSE

Sage 50 U.S Edition Accounting MODULE 1 (END-USERS) COURSE Sage 50 U.S Edition Accounting MODULE 1 (END-USERS) COURSE Target Attendees This course is designed for accounting graduates, business professionals, business executives and those involve in accounting

More information

Memberships Guide. Detailed Overview of The Reports in The Envision Software

Memberships Guide. Detailed Overview of The Reports in The Envision Software Memberships Guide Detailed Overview of The Reports in The Envision Software I Envision Cloud Memberships Guide Table of Contents Part I Introduction 1 Part II Setup Membership Programs 1 1 Membership General

More information

Certificate IV in Accounting

Certificate IV in Accounting FNS40615 GIVING YOU THE SPECIALIST ACCOUNTING SKILLS TO SUPPORT YOUR BUSINESS May 2018 About This Course The qualification delivers learning outcomes in manual double entry bookkeeping and computerised

More information

refreshingly simple why choose tasbooks v2? how much faster? faster and more powerful easier to share choose tasbooks if:

refreshingly simple why choose tasbooks v2? how much faster? faster and more powerful easier to share choose tasbooks if: refreshingly simple TAS is all about simplicity. So we ve simplified our product range and now TAS BOOKS 2 & TAS BOOKS 3 have become TASBooks. Version 7 of TAS BOOKS 2 & TAS BOOKS 3 is now almost four

More information

Scrap Dragon to QuickBooks Interface Revised 10/2/14

Scrap Dragon to QuickBooks Interface Revised 10/2/14 Scrap Dragon to QuickBooks Interface Revised 10/2/14 General Scrap Dragon is designed so that accounting data can be passed electronically to QuickBooks. This is a one-way transfer and no information from

More information

QuickBooks Accountant 2016: Recommending QuickBooks to your clients

QuickBooks Accountant 2016: Recommending QuickBooks to your clients QuickBooks Accountant 2016: Recommending QuickBooks to your clients 1 Copyright Copyright 2015 Intuit Ltd. All rights reserved. Intuit Limited 1 Cathedral Piazza Victoria London, SW1E 5BP England Intuit

More information

Online Services. A quick guide. This short guide gives you an overview of Online Services including the different functions available.

Online Services. A quick guide. This short guide gives you an overview of Online Services including the different functions available. Online Services A quick guide This short guide gives you an overview of Online Services including the different functions available. For people, not profit Online Services A quick guide 1 Contents Page

More information

Foreword. Sales Associates Managers

Foreword. Sales Associates Managers Foreword This book is a pocket guide for using the Register module for the InfoTouch Store Manager. It outlines the basic steps and procedures for processing sales, from the beginning to the end of a day.

More information

9650 West Taron Drive, Suite 100 Elk Grove, California phone:

9650 West Taron Drive, Suite 100 Elk Grove, California phone: 1 ALLDATA MANAGE ONLINE Product Setup Quickstart and User Guide This quickstart guide will walk you through the setup process and help you understand the basics of ALLDATA Manage Online. 9650 West Taron

More information

ClassWeb Overview Customer Information ClassWeb Settings General Options Terms & Conditions Descriptions...

ClassWeb Overview Customer Information ClassWeb Settings General Options Terms & Conditions Descriptions... Table of Contents ClassWeb Overview... 2 Customer Information... 2 ClassWeb Settings... 3 General Options... 3 Terms & Conditions... 6 Descriptions... 7 Email Settings... 8 States and Web Suburbs... 9

More information

Reporting and Dashboards

Reporting and Dashboards Reporting and Dashboards Page i Copyrights 2002-2011 Propertyware, Inc. All rights reserved. No part of this publication may be reproduced, transmitted or stored in any archives without the expressed

More information

Financials Module: Accounts Receivable

Financials Module: Accounts Receivable The Priority Enterprise Management System Financials Module: Accounts Receivable Contents Introduction...2 Customer Invoices...2 Crediting the Customer...6 Receipts...6 Finance Charges...7 Credit and Aging...7

More information

Commuter Benefits Overview. Why Commuter Benefits? How Does the Program Work? Let s get started! Registration is Simple

Commuter Benefits Overview. Why Commuter Benefits? How Does the Program Work? Let s get started! Registration is Simple Commuter Benefits Overview Commuting to work each day can be expensive. The commuter benefit program offered by your employer will help you save money on your commuting costs along with the convenience

More information

Table of Contents. Welcome to igo Figure...1 About this Guide...1 What does igo Figure do?...1 What is Expected of Me?...1

Table of Contents. Welcome to igo Figure...1 About this Guide...1 What does igo Figure do?...1 What is Expected of Me?...1 Table of Contents Overview Welcome to igo Figure...1 About this Guide...1 What does igo Figure do?...1 What is Expected of Me?...1 Chapter 1: The Basics Clocking In and Out...3 In Case of Problems...3

More information

Foundation Pack (ID: 14,005,200) Designed for Dynamics NAV 2009 Classic or RTC with 49 great features all in one FOB

Foundation Pack (ID: 14,005,200) Designed for Dynamics NAV 2009 Classic or RTC with 49 great features all in one FOB Foundation Pack (ID: 14,005,200) Designed for Dynamics NAV 2009 Classic or RTC with 49 great features all in one FOB Help our environment Do not print this document Why Foundation Pack from Cost Control

More information

Intellectual Property Firm Turns to Tabs3 to Enhance Workflows and Streamline Invoice Processing

Intellectual Property Firm Turns to Tabs3 to Enhance Workflows and Streamline Invoice Processing CASE STUDY Mission Make sure all docket submission dates are tracked closely so patent and trademark deadlines are Challenge not missed and to prevent errors in client communications. Centralize document

More information

WELCOME TO SANTANDER TREASURY LINK

WELCOME TO SANTANDER TREASURY LINK WELCOME TO SANTANDER TREASURY LINK You are on your way to experiencing a customizable and central hub from which to effectively manage your company s finances. To ensure you have a positive first experience

More information

LOCIS ACCOUNT RECEIVABLE. October 14, 2010

LOCIS ACCOUNT RECEIVABLE. October 14, 2010 LOCIS ACCOUNT RECEIVABLE October 14, 2010 OVERVIEW Accounts Receivable module can be used for various things. One example is billing an old employee for their health insurance cobra payment. Another example

More information

Welcome to PANhospitality

Welcome to PANhospitality Welcome to PANhospitality YOUR SOFTWARE SOLUTION FOR EFFECTIVE HOTEL MANAGEMENT 02 04 04 05 15 WHY? WHO? WHAT? HOW? WHERE? PANHospitality Suite One truly fully integrated real time system One point of

More information

Practice Management Software for the Legal Profession

Practice Management Software for the Legal Profession Practice Management Software for the Legal Profession www.wiseowllegal.com.au The Wise Owl Story Wise Owl Legal Software is the vision of a Karen McDonald Legal Software Consultant who understands Australian

More information

MARKET LINE COMPUTERS TOTAL RENTAL USER MANUAL

MARKET LINE COMPUTERS TOTAL RENTAL USER MANUAL MARKET LINE COMPUTERS TOTAL RENTAL USER MANUAL CONTRACT FUNCTIONS... 4 OPENING A NEW RENTAL CONTRACT... 5 CREATING A RENTAL RESERVATION... 6 RESERVATIONS... 7 LONG-TERM CONTRACTS... 8 CREATING A QUOTE...

More information

AN ONLINE INVENTORY MANAGEMENT SOLUTION

AN ONLINE INVENTORY MANAGEMENT SOLUTION AN ONLINE INVENTORY MANAGEMENT SOLUTION LAPTOP TABLET SMARTPHONE DESKTOP MANAGE YOUR INVENTORY IN THE CLOUD WITH BOXSTORM Boxstorm is a cloud-based inventory management solution that gives businesses the

More information

SMALL BUSINESS ACCOUNTING. User Guide

SMALL BUSINESS ACCOUNTING. User Guide SMALL BUSINESS ACCOUNTING User Guide Welcome to QuickBooks We're going to help you get paid, pay others, and see how your business is doing. Use this guide to learn key tasks and get up and running as

More information

Month End Closing Procedures

Month End Closing Procedures Month End Closing Procedures Overview Throughout the month journal entry transactions are created by processing of accounts payable, accounts receivable, billing, cash receipts, etc. The following is a

More information

SEEC PALLET CONTROL SYSTEM

SEEC PALLET CONTROL SYSTEM SEEC PALLET CONTROL SYSTEM Preface SEEC is a modern Client / Server application designed to provide comprehensive control of every aspect of your equipment pool. It operates across a network to provide

More information

QuickBooks Practice Test

QuickBooks Practice Test QuickBooks Practice Test Setup 1. During the Advanced Setup, you can turn on and off which features in the EasyStep Interview? a. Sales taxes b. Inventory c. Progress Invoicing d. All of the above 2. During

More information

Links Modular Solutions Version Release Notes

Links Modular Solutions Version Release Notes Links Modular Solutions Version 9.9.7 Release Notes Prepared by: Andrew Preston Quality Assurance Officer August 2012 1 Table of Contents Overview... 5 POS Changes... 6 Ability to input Client, Customer

More information

Deltek Ajera Release Notes

Deltek Ajera Release Notes Deltek Ajera 8 8.08 Release Notes October 21, 2015 While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or technical errors may exist.

More information

Excellence in Service Every Day

Excellence in Service Every Day Excellence in Service Every Day Anchor Distributors offers the best overall discounts, service, and programs in the industry with no hoops to jump through and no hidden fees. Since 1970, Anchor Distributors

More information

WHITEPAPER The differences between accounting software and Enterprise Resource Planning (ERP)

WHITEPAPER The differences between accounting software and Enterprise Resource Planning (ERP) WHITEPAPER The differences between accounting software and Enterprise Resource Planning (ERP) With small business applications, such as Xero, MYOB and QuickBooks expanding their features and capabilities,

More information

CPASoftware General Ledger (WIN) to Creative Solutions Accounting Conversion Guide

CPASoftware General Ledger (WIN) to Creative Solutions Accounting Conversion Guide CPASoftware General Ledger (WIN) to Creative Solutions Accounting Conversion Guide The CPASoftware to CSA Conversion program and the Utilities / Data Conversion / CPASoftware command in Creative Solutions

More information

Online Cash Management

Online Cash Management Online Cash Management Business Bill Pay CONTENTS Business Bill Pay... 1 Getting Started... 1 Home Page... 2 Adding Payees... 3 Transfers... 4 Making Payments... 5 Recurring Payments... 6 Single Payments...

More information

Sage Pastel Partner Version 12 Practitioner (Module 1)

Sage Pastel Partner Version 12 Practitioner (Module 1) Sage Pastel Partner Version 12 Practitioner (Module 1) This comprehensive training course will give you the knowledge and skills necessary to perform a bookkeeper to trial balance function using Sage Pastel

More information

Month End Closing Procedures

Month End Closing Procedures Overview: Month End Closing Procedures Throughout the month journal entry transactions are created by processing of accounts payable, accounts receivable, billing, cash receipts, etc. The following is

More information

Welcome to the topic on purchasing services.

Welcome to the topic on purchasing services. Welcome to the topic on purchasing services. In this session, we will discuss the options for purchasing services. We look at two ways services are handled in purchasing with and without purchase orders.

More information

Delivering Success: How Technology Makes Restaurant Delivery A Profit Center

Delivering Success: How Technology Makes Restaurant Delivery A Profit Center Delivering Success: How Technology Makes Restaurant Delivery A Profit Center TABLE OF CONTENTS Delivery Rules... Page 3 How to set up your delivery operation Bring Technology to Your Customers... Page

More information

Sage Pastel Partner Payroll & HR. Year End Procedures. Payroll & HR

Sage Pastel Partner Payroll & HR. Year End Procedures. Payroll & HR Sage Pastel Partner Payroll & HR Year End Procedures Sage Pastel Partner Payroll & HR 2015 TAX YEAR END CHECKLIST 2015 We understand your day-to-day challenges; this is why we want to try and make your

More information

Introduction to Employer Online

Introduction to Employer Online Introduction to Employer Online Frequently Asked Questions What happens if the primary contact leaves? If the primary contact leaves, you just need to notify us that they are leaving or have already left.

More information

Accountants Enterprise Practice Manager

Accountants Enterprise Practice Manager Accountants Enterprise Practice Manager Version 4.6 M Powered Invoices User Guide Copyright 2011 MYOB Technology Pty Ltd. All rights reserved. Disclaimer MYOB Technology Pty Ltd has made every attempt

More information

Ingersoll Rand ERS and isupplier FAQ s

Ingersoll Rand ERS and isupplier FAQ s Ingersoll Rand ERS and isupplier FAQ s Consistent with Ingersoll Rand s commitment to continuous improvement, our suppliers are transitioning to isupplier Portal functionality and Evaluated Receipt Settlement

More information

DESKTOP PAYROLL Getting Started Guide

DESKTOP PAYROLL Getting Started Guide DESKTOP PAYROLL Getting Started Guide DESKTOP PAYROLL Getting Started Guide Welcome to QuickBooks Desktop Payroll QuickBooks Desktop Payroll gives you the tools you need to efficiently manage your payroll.

More information

Benefit Administration System Capabilities & Details. System Details v4 06_16

Benefit Administration System Capabilities & Details.  System Details v4 06_16 Benefit Administration System Capabilities & Details www.benefithelp.com ACA Compliance ACA MANAGER You chose BenefitHelp TM for best in class benefits administration, service and support. Now you can

More information

ProfitMaker to ASI Smartbooks Report Cross References

ProfitMaker to ASI Smartbooks Report Cross References ProfitMaker to ASI SmartBooks Report Cross Reference Table of Contents ProfitMaker to ASI Smartbooks Where Do I Find?: Open Orders Report 3 Book/Billed Order Comparison 3 Order Costing Report 3 Monthly

More information

Sage ERP X3 Finance

Sage ERP X3 Finance Finance www.goism.com 877-496-5350 sales@goism.com Finance Sage ERP X3 Finance covers financial, personal, cost, and budget accounting, commitments, and fixed assets. The finance capabilities of Sage ERP

More information