Editing Dispatch Guide
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== Adding New Technicians == | == Adding New Technicians == | ||
− | + | If you are syncing TechTime (SME Labor to QuickBooks timesheet entry), you must first enter the technician as an employee in QuickBooks and sync them to SME. They will show as an SME User and you will have to check''' Is Technician''' in their user record. ('''Setup''' module > '''Users''') | |
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<br>[[File:AddANewTech.png]] | <br>[[File:AddANewTech.png]] | ||
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<br>About TechTime syncing: http://high5software.com/mediawiki/index.php?title=SQLink#Tech_Time_.28syncing_time_sheets_to_QB.29 | <br>About TechTime syncing: http://high5software.com/mediawiki/index.php?title=SQLink#Tech_Time_.28syncing_time_sheets_to_QB.29 | ||
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<br>'''Note''' - When filling out a new employee in QuickBooks, make sure you fill out their '''state'''. If you do not, QuickBooks will enter "none" in their state which goes to SME as the state of "no". If the employee is edited in SME, QuickBooks will reject the employee on export because it doesn't recognize the state of "no". | <br>'''Note''' - When filling out a new employee in QuickBooks, make sure you fill out their '''state'''. If you do not, QuickBooks will enter "none" in their state which goes to SME as the state of "no". If the employee is edited in SME, QuickBooks will reject the employee on export because it doesn't recognize the state of "no". | ||
<br>'''Note:''' | <br>'''Note:''' | ||
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<br>Editing an employee in QuickBooks does update the user in SME. | <br>Editing an employee in QuickBooks does update the user in SME. | ||
<br>Entering a new user in SME does not sync over to QuickBooks as an employee. | <br>Entering a new user in SME does not sync over to QuickBooks as an employee. | ||
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+ | <br>If you ''aren't'' syncing timesheets, then you can simply add a new Technician by adding a user in SME and checking '''Is Technician'''. | ||
+ | <br>1. Go to '''Setup''' > '''Users''' | ||
+ | <br>2. Either search for the user that needs to be a tech or create a new user | ||
+ | <br>3. Check the '''Is Technician''' checkbox. | ||
+ | <br>4. On the Technician Settings tab, you will probably want to select a '''default service item''' for the technician. | ||
+ | <br>'''Note:''' Entering a new user in SME does not sync over to QuickBooks as an employee. | ||
== Remove Users from Dispatch Window == | == Remove Users from Dispatch Window == |