Tips and Tricks
Sybiz Vision
Calculator Fields
Using the calculator fields in Vision (the ones with a little calculator icon to
the right). You can use any arithmetic symbol +, / , *,
- to enter a long formula and then press TAB to calculate the result.
For example to add 3 numbers simply type 50+125+45 in a field which has
the calculator showing, then TAB, it automatically adds your equation up.
Also to calculate a 5% prompt payment discount in the Cash Receipts Screen type:
1000*.05 and then TAB.
“Help! My system date is stuck!”
If the system date is locked on a prior date in Vision (usually noticed on
the company selection screen) get everybody to log out of Vision, and check the
User Logins; found in Start / Programs / Vision / User Logins. If this shows a user logged in when everybody is really out, you can delete the logged
in users by typing in the System Manager password in the centre of the screen,
and then selecting “Delete all logged in users” from the options at the
bottom right. Click on Do It! to remove the login, and BINGO – when you
next log into Vision, your date
will become current!
Sybiz Visipay
Sample Company
If you are not sure how to do something, select the Demonstration Company
after you log on and have a practice go before working on your live data.
Checking
The “Accrual History Tracking” report is a great way to find discrepancies and
resolve problems with employees leave accruals.
WageEasy
Timesheets
You can copy the previous time sheet shift entry by using the keyboard
shortcut SHIFT + INS. To copy in the last saved timesheet hours by using
the keyboard shortcut SHIFT + G.
Adjustments
To make adjustments to an employee’s gross pay without affecting the time sheet,
create a specific allowance record. This may be useful for paying back pay, and
for accurate job costing with salaried employees.
Advanced Business Manager
Customised Transactions
You may want to sell stock by lineal or area squared. For example, to sell Gyprock by the sheet but have it priced by the area squared. Or you
could sell items by the unit and calculate the cartons. Ask our support team for more details
Notes on Transactions
You can store notes by account but you may also wish to store notes on a
particular transaction e.g. a customer is disputing a specific invoice. If you
right click on the invoice in the viewer it will let store notes against it.
A flag will also display on the transaction to let you know that there are notes against it.
Noble Matrix
Work with 1 Season
You can view a single season of stock by clicking on Default in the
Season Maintenance screen. To see all stock uncheck that option.
Special Prices
Both special sell and buy prices can be set within each Style as well as each
Customer or Supplier. Prices can be set to kick in based on quantities and range
of dates.
SAP Business One
Alerts
You can activate a variety of standard alerts to warn you if transaction is
raised below a specified margin. Select Administration and then Alerts
Management. Standard Alerts include Deviation from Budget, Deviation from
Discount %, Deviation from % of Gross Profit, Deviation from Commitment,
Deviation from Credit Limit, Minimum Stock Deviation. You can also create your
own Alerts by using the Query Generator.
Drafts
All transactions can be saved as drafts for further editing or authorisation
by a supervisor. To do so, select Save as draft from the File drop
down menu.
Legrand CRM
QuickSearch
You can activate advanced searching by Right-Clicking on any field.
Options include records that don't contain a phrase of text. For example
to find all companies not linked to your accounting system, click on the
Accounting TAB, then right-click on the ID field and select
is Empty.
Screen Labels
Every field name and TAB can be changed to suit your business. To access this
function, click on Screen Labels from the System Administration
from the Administration drop down menu.
