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- 16:18, 9 June 2011 diff hist +1,166 N Customer Defaults Created page with "In the Customer Defaults section you can set default values for the various customer fields and create custom fields for the customer record. Watch the video below or read the i..."
- 16:06, 9 June 2011 diff hist 0 N File:SQlink InventoryItems.jpg current
- 16:06, 9 June 2011 diff hist 0 N File:Inventory LinkOptions.jpg current
- 16:05, 9 June 2011 diff hist -14 Export Options for Inventory Items current
- 16:02, 9 June 2011 diff hist +2,114 N Export Options for Inventory Items Created page with "Inventory is managed in one of two ways when SME is syncing with QuickBooks: <br>· As SME Only Inventory – Items are maintained in SME and inventory Cost of Goods, In..."
- 15:55, 9 June 2011 diff hist 0 N File:DefaultExportInventoryOption.jpg current
- 15:50, 9 June 2011 diff hist +1,193 N Export options for Subcontractors Created page with "When you add a service item to an order and add a subcontractor to the service, SME can either export a bill for the subcontractor in QuickBooks for the cost of the service item,..." current
- 15:50, 9 June 2011 diff hist 0 N File:SubcontractorExportOptions.jpg current
- 15:49, 9 June 2011 diff hist 0 N File:SubcontractorBill.jpg current
- 15:48, 9 June 2011 diff hist 0 N File:SubContractorOnServiceItem.jpg current
- 15:43, 9 June 2011 diff hist +1,300 N Export Options for Purchase Orders Created page with "Check one of the next two options for how SME exports purchase orders to QuickBooks: File:POExportOptions.jpg '''Default Export for New POs''' – If checked, purchase or..." current
- 15:42, 9 June 2011 diff hist 0 N File:SQLink PO.jpg current
- 15:36, 9 June 2011 diff hist 0 N File:POExportOptions.jpg current
- 15:35, 9 June 2011 diff hist +5 Default Export to QuickBooks Settings
- 15:34, 9 June 2011 diff hist +794 N Default Export to QuickBooks Settings Created page with "If you are syncing SME with QuickBooks, choose which forms in SME export to QuickBooks by default. File:QBExportDefaults.jpg '''Default Export for New Invoices''' – If ch..."
- 15:33, 9 June 2011 diff hist 0 N File:QBExportDefaults.jpg current
- 15:30, 9 June 2011 diff hist +1,156 N Order Created page with "The Order Defaults section in the Setup Module where you will set various defaults such as colors associated with orders, beginning order and invoice numbers, finance charge past..." current
- 15:30, 9 June 2011 diff hist 0 N File:DispatchColors.jpg current
- 15:29, 9 June 2011 diff hist 0 N File:NextOrderNumbers.jpg current
- 15:25, 9 June 2011 diff hist +3,804 N System Created page with "The System Defaults section is where you will set password requirements, technician work hours for dispatch, and various settings and defaults described below. [[File:System.jp..."
- 15:25, 9 June 2011 diff hist 0 N File:CWCode.jpg current
- 15:25, 9 June 2011 diff hist 0 N File:System.jpg current
- 15:25, 9 June 2011 diff hist 0 N File:OverviewButton.jpg current
- 15:14, 9 June 2011 diff hist +1,091 N Company Information Created page with "In this section, you need to add your address and company contact information, upload a logo, select your fiscal year starting date and select SME colors. '''Address Information..." current
- 15:14, 9 June 2011 diff hist 0 N File:CompanyInformation.jpg current
- 15:14, 9 June 2011 diff hist 0 N File:Colors.jpg current
- 15:08, 9 June 2011 diff hist +1,502 N Company - setup Created page with "left In the Setup module, select '''Company''' to setup user groups, customize lookup lists (drop down values), set customer defaults and more. <u>S..." current
- 15:03, 9 June 2011 diff hist 0 N File:Company setup.jpg current
- 15:03, 9 June 2011 diff hist 0 N File:'CompanySetupNextButton.jpg current
- 14:55, 9 June 2011 diff hist +4 Review Recurring Invoice for Contract current
- 14:54, 9 June 2011 diff hist 0 N File:Recurring DetailsSettings.jpg current
- 14:53, 9 June 2011 diff hist +1,580 N Review Recurring Invoice for Contract Created page with "The maintenance contract created for your customer has invoicing settings. Once the maintenance contract is saved, SME will generate a recurring invoice for the customer. This re..."
- 14:48, 9 June 2011 diff hist +17 Processing Recurring Invoice for Contract current
- 14:47, 9 June 2011 diff hist +2,555 N Processing Recurring Invoice for Contract Created page with "The recurring invoice rules are setup. SME will generate the invoices based on the rules set. You must select an SME user that will be prompted to generate the invoices. If there..."
- 14:47, 9 June 2011 diff hist 0 N File:GenerateRecurringInvoice.jpg current
- 14:46, 9 June 2011 diff hist 0 N File:GridColumns.jpg current
- 14:46, 9 June 2011 diff hist 0 N File:OnStartup RecurringInvoice.jpg current
- 14:45, 9 June 2011 diff hist 0 N File:RecurringSearchview.jpg current
- 14:45, 9 June 2011 diff hist 0 N File:SearchView NextInvoiceDate.jpg current
- 14:24, 9 June 2011 diff hist +1,099 N Customer Equipment on Contract Created page with "When viewing your customer equipment, you can see if the equipment is covered on a maintenance contract, see the contract expiration date, and see the SLA category the equipment ..." current
- 14:23, 9 June 2011 diff hist 0 N File:Customerequipment maintenancetab2.jpg current
- 14:18, 9 June 2011 diff hist +1,096 N Customer Equipment- Customers Created page with "SME has excellent ability to track and manage your customer’s equipment. Customer Equipment is integrated throughout SME to improve tracking of the equipment and provide your c..." current
- 14:18, 9 June 2011 diff hist 0 N File:CustomerEquipmentTree.jpg current
- 14:17, 9 June 2011 diff hist 0 N File:InventoryItem AddToCustEQ.jpg current
- 14:10, 9 June 2011 diff hist +7 Customer Equipment Details current
- 14:05, 9 June 2011 diff hist +30 Customer Equipment Details
- 13:59, 9 June 2011 diff hist 0 N File:CustomerEQ ItemDetails.jpg current
- 13:58, 9 June 2011 diff hist 0 N File:CustEQ MaintenanceTab.jpg current
- 13:57, 9 June 2011 diff hist 0 N File:CustEQ Transaction.jpg current
- 13:57, 9 June 2011 diff hist +3,501 N Customer Equipment Details Created page with "Double click on any equipment in the Customer Equipment list to see the equipment details such as serial number, repair history and set the maintenance expiration. '''Item Deta..."
