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- 00:38, 10 June 2011 diff hist 0 N File:Payment DetailsSettins.jpg current
- 00:38, 10 June 2011 diff hist +2,608 N Payments Created page with "You can enter payments either from an invoice or directly in Payments and apply the payment to an open invoice. If you are syncing SME with QuickBooks, payments can be entered ei..."
- 00:27, 10 June 2011 diff hist 0 N File:PercentOfFixedtotal.jpg current
- 00:27, 10 June 2011 diff hist 0 N File:FixedTotalPlaceholder.jpg current
- 00:26, 10 June 2011 diff hist +1,719 N Invoice a percent of a fixed invoice Created page with "If you setup a fixed invoice and you are ready to invoice the order, a fixed invoice will invoice the total order. If you need to invoice a percentage of a fixed amount, you will..." current
- 00:21, 10 June 2011 diff hist +338 N Invoice Type - $ - Dollar Amount Created page with "When generating an invoice for an order with $-Dollar Amount invoice type, you will be prompted to enter the dollar amount you want to convert to an invoice. SME will allow gener..." current
- 00:20, 10 June 2011 diff hist 0 N File:DollarAmountInvoice.jpg current
- 00:18, 10 June 2011 diff hist +185 N Invoice Type - % of Total Created page with "When generating an invoice for an order with % of Total Invoice Type, you will be prompted to enter the percent of the balance you want to convert. [[File:PercentOfTotalInvoic..."
- 00:18, 10 June 2011 diff hist 0 N File:PercentOfTotalInvoice.jpg
- 00:04, 10 June 2011 diff hist +1,095 N Invoice Type - Combined Created page with "This converts the entire order to a combined invoice. This is a good option for good tracking because all the details are in the order rather than replicated on the invoice. Belo..."
- 23:58, 9 June 2011 diff hist 0 N File:AddServiceToCombinedInvoice.jpg current
- 23:58, 9 June 2011 diff hist 0 N File:CombinedInvoice.jpg current
- 23:55, 9 June 2011 diff hist +1,127 N Invoice Type - Fixed Total Created page with "If you choose the invoice type of Fixed Total on an order, you can enter a fixed amount for material, labor and services. When you choose Fixed Total invoice type, SME adds an ad..." current
- 23:53, 9 June 2011 diff hist 0 N File:FixedRates.jpg current
- 23:52, 9 June 2011 diff hist +325 N Invoice Type - Itemized Created page with "Converting an order to an Itemized Invoice will duplicate all the items on the invoice for further editing, providing more flexibility in changing the invoice after it’s create..." current
- 23:52, 9 June 2011 diff hist 0 N File:ItemizedInvoice.jpg current
- 23:51, 9 June 2011 diff hist +1,058 N Invoice Type - Partial Created page with "Selecting the invoice type of Partial allows you to select individual items on the order to include on the invoice. Generate multiple invoices for the order until all items on th..."
- 23:51, 9 June 2011 diff hist 0 N File:PartialInvoice.jpg current
- 23:48, 9 June 2011 diff hist 0 N File:INvoiceTypes.jpg current
- 23:47, 9 June 2011 diff hist +153 N Types of Invoices Created page with "When creating a service or install order, select the Invoice Type. The type you select will change how the order is invoiced. File:INvoiceTypes.jpg" current
- 23:46, 9 June 2011 diff hist 0 N File:Invoice DetailsSettings.jpg current
- 23:44, 9 June 2011 diff hist +1,027 N Details and Settings tab - Invoice Created page with " File:invoice_DetailsSettings.jpg '''Invoice #''' - invoice number is generated based on the Next Invoice # in the Setup module. '''Reference #''' - The order number the i..." current
- 23:39, 9 June 2011 diff hist +6,469 N Invoice Overview Created page with "The invoice will show the billing address, the balance due, the type of invoice, the orders associated with the invoice, the due date and more. Below are the different sections..." current
- 23:37, 9 June 2011 diff hist 0 N File:InvoiceOverview.jpg current
- 23:35, 9 June 2011 diff hist +4 Receivables Module Overview current
- 23:35, 9 June 2011 diff hist +5 Receivables Module Overview
- 23:34, 9 June 2011 diff hist +939 N Receivables Module Overview Created page with "File:ReceivablesModule.jpg SME is not an accounting program since it does not handle accounts payable and general ledger, however it does handle Accounts Receivable functio..."
- 23:34, 9 June 2011 diff hist 0 N File:ReceivablesModule.jpg current
- 23:30, 9 June 2011 diff hist +548 N Searching Help Desks and Issues Created page with "To search the contents of the knowledge base, click Help Desk at the top of SME (circled below). File:HelpDesk.jpg <br>1. In the '''Help Desk''' window (shown ab..." current
- 23:23, 9 June 2011 diff hist 0 N File:HelpDesk Browse.jpg current
- 23:22, 9 June 2011 diff hist +6,428 N Issues Created page with "In this module you can enter issues your customers are having. If you are using WebConnect, your customers can enter their own issues and the issue will populate '''Help Desk > I..." current
- 23:22, 9 June 2011 diff hist 0 N File:HelpDesk Activities.jpg current
- 23:21, 9 June 2011 diff hist 0 N File:HelpDesk Service.jpg current
- 23:13, 9 June 2011 diff hist 0 N File:HelpDesk Issues.jpg current
- 23:01, 9 June 2011 diff hist +258 N Sales Help Desk Created page with "Sales Help Desk is the same as Help Desk. It gives you an area for you to enter articles separate from the Help Desk. Here you can enter articles that may be relevant to a certai..." current
- 22:59, 9 June 2011 diff hist 0 N File:HelpDesk DetailsSettings.jpg current
- 22:58, 9 June 2011 diff hist 0 N File:HelpDesk Search.jpg current
- 22:57, 9 June 2011 diff hist +1,428 N Help Desk Created page with "In Help Desk, you can enter articles about common problems and solutions to build up your knowledge base. You can then search this knowledge base to quickly reference the problem..."
- 22:51, 9 June 2011 diff hist 0 N File:HelpDesk.jpg current
- 22:51, 9 June 2011 diff hist +476 N Help Desk Module Created page with "The Help Desk module provides a way for you to collect knowledge in the Help Desk and to collect issues from your customers. Issues can be converted to a service order or proposa..." current
- 22:48, 9 June 2011 diff hist +39 N Searching Tips in SME 7.0 Created page with " <videoflash>W-MtmhSa8oE</videoflash>" current
- 22:47, 9 June 2011 diff hist +966 N Arrange Grids Created page with "Throughout SME you have tabs with columns of information as shown in the image below. You can arrange the columns in the order you want, remove columns from the grid, and resize ..." current
- 22:46, 9 June 2011 diff hist 0 N File:GridOnTab.jpg current
- 22:45, 9 June 2011 diff hist 0 N File:ARrangeColumnOrder.jpg current
- 22:45, 9 June 2011 diff hist 0 N File:Resizecolumn.jpg current
- 22:37, 9 June 2011 diff hist +1,239 N Navigate Created page with "Click Navigate in the different modules to quickly go to a record. File:Navigate(1).jpg <br><span style="color:orange"> 1 </span> - '''GoTo''' - quickly go to a record..." current
- 22:36, 9 June 2011 diff hist 0 N File:SelectSortOrder.jpg current
- 22:35, 9 June 2011 diff hist 0 N File:NextPrior.jpg current
- 22:35, 9 June 2011 diff hist 0 N File:Navigate(1).jpg current
- 22:02, 9 June 2011 diff hist -1 User Preferences
- 22:01, 9 June 2011 diff hist 0 User Preferences
- 22:00, 9 June 2011 diff hist +2,444 N User Preferences Created page with "Preferences is not found in the Setup Module, but you will need to visit it when you are setting up your users. This is where you will set up each user email settings, set up “..."
- 21:58, 9 June 2011 diff hist 0 N File:GeneralPreferences.jpg current
- 21:58, 9 June 2011 diff hist 0 N File:OnStartup.jpg current
- 21:57, 9 June 2011 diff hist 0 N File:Preferences.jpg current
- 21:56, 9 June 2011 diff hist 0 N File:ADvancedDispatch.jpg
- 21:55, 9 June 2011 diff hist 0 N File:EmailPreferences.jpg
- 21:30, 9 June 2011 diff hist 0 N File:StoredDocumentsUser.jpg current
- 21:30, 9 June 2011 diff hist +788 N Stored Documents - user Created page with "On this tab you can link files assocaited with this user. File:StoredDocumentsUser.jpg '''To link a new file:''' <br>1. Click '''New'''. <br>2. Click [[Fil..." current
- 21:24, 9 June 2011 diff hist +129 N Email Settings Created page with "In the User account there is an Email Settings tab. It is recommended that you setup your user’s email settings in Preferences."
- 21:23, 9 June 2011 diff hist +349 N Order History Created page with "This tab will only be available if Is Technician is check on the Details and Settings tab for the user. Select the Order History tab to view the history of orders the technician ..." current
- 21:23, 9 June 2011 diff hist 0 N File:OrderHistory Technician.jpg current
- 21:19, 9 June 2011 diff hist +3,737 N Technician Settings Created page with "This tab will only be available if '''Is Technician''' is check on the '''Details and Settings''' tab for the user. This is where you will set up their default wage and service i..." current
- 21:19, 9 June 2011 diff hist 0 N File:Rate Cost.jpg current
- 21:18, 9 June 2011 diff hist 0 N File:Techniciansettingstab small.jpg current
- 21:18, 9 June 2011 diff hist 0 N File:Wage ServiceItems.jpg current
- 21:17, 9 June 2011 diff hist 0 N File:PayrollItems.jpg current
- 21:16, 9 June 2011 diff hist 0 N File:LaborEditor costPrice.jpg current
- 21:16, 9 June 2011 diff hist 0 N File:ConflictMessage.jpg current
- 21:06, 9 June 2011 diff hist 0 N File:LogTab.jpg current
- 21:05, 9 June 2011 diff hist +190 N Log Created page with "The log tab will show you when your user logged in and logged out of SME. To export the log to Excel, right click on the grid column header and select Export to Excel. [[File:..." current
- 21:01, 9 June 2011 diff hist +1,193 N Details and Settings - User Created page with "On the Details and Settings tab you will assign the user to a user group, assign a log in name and password and decide if the user is a salesperson if they are a technician. [..."
- 21:01, 9 June 2011 diff hist 0 N File:DetailsAndSettings User.jpg
- 20:55, 9 June 2011 diff hist +685 N Users - setup Created page with "left In the Setup module, select Users to create users, assign login passwords, setup technician information, view technician history and more. If yo..."
- 20:55, 9 June 2011 diff hist 0 N File:Users setup.jpg current
- 20:51, 9 June 2011 diff hist +394 N Tab Settings Created page with "Use this tab to choose which tabs are available in each module for the user group. You can also arrange the tabs in the order you want on this tab. <br><span style="color:orang..." current
- 20:50, 9 June 2011 diff hist 0 N File:TabSettingsTab.jpg current
- 18:45, 9 June 2011 diff hist +30 Administrative Clearances current
- 18:44, 9 June 2011 diff hist 0 N File:AdministrativeClearancesTab.jpg
- 18:43, 9 June 2011 diff hist +2,106 N Administrative Clearances Created page with "On the Administrative Clearances tab you will assign various administrative permissions to a user group such as the ability to delete order, edit order, view costs and totals etc..."
- 18:42, 9 June 2011 diff hist 0 N File:CompanyDefaults.jpg current
- 18:32, 9 June 2011 diff hist +764 N User Security Clearances Created page with "On the User Security Clearances tab you assign read, write, and report access to the modules in SME. Select the module and check Read, Write, or Report Access. * '''Read Ac..." current
- 18:31, 9 June 2011 diff hist 0 N File:UserSecurityClearancesTab.jpg current
- 18:27, 9 June 2011 diff hist +886 N User Groups - setup Created page with "Each user group has permissions within SME. Assign users to a user group and the user will inherit the permissions assigned in the group. Examples of different user groups you ca..." current
- 18:27, 9 June 2011 diff hist 0 N File:UserGroupTabs.jpg current
- 17:29, 9 June 2011 diff hist +2,412 N Notifications Created page with "Notifications can be set for special customers. Special can either be good or bad. For example, set notifications on customers that are behind on their balance so that no additio..." current
- 17:29, 9 June 2011 diff hist 0 N File:AssignNotification.jpg current
- 17:28, 9 June 2011 diff hist 0 N File:NotificationAlert.jpg current
- 17:28, 9 June 2011 diff hist 0 N File:NotifyTypes.jpg current
- 17:18, 9 June 2011 diff hist +4 Common Services
- 17:17, 9 June 2011 diff hist +4 Common Services
- 17:17, 9 June 2011 diff hist +1 Common Services
- 17:16, 9 June 2011 diff hist +1,374 N Common Services Created page with "Common Services provides a way for you to assign a key word to a block of text. When typing notes or filling out a work order, instead of typing the text you can select the key w..."
- 16:38, 9 June 2011 diff hist +8 Lookup Lists
- 16:37, 9 June 2011 diff hist +19 Lookup Lists
- 16:33, 9 June 2011 diff hist +2,153 N Lookup Lists Created page with "Throughout SME, there are drop down fields. You can customize the drop down lists using the Setup module as long as you have the permissions to do so set by your SME Administrato..."
- 16:33, 9 June 2011 diff hist 0 N File:LookupLists Numbered(1).jpg current
- 16:33, 9 June 2011 diff hist 0 N File:LookupLists Add Edit Delete.jpg current
- 16:20, 9 June 2011 diff hist +4 Customer Defaults current
- 16:18, 9 June 2011 diff hist +4 Customer Defaults