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Tips and Tricks

Sybiz Vision
The new 7.0 Bank Reconciliation allows you to configure your screens and add useful fields such as Batch Number to help track unusual entries. You should avoid using special characters such apostrophes and asterisks for the reference numbers in payments and receipts.

With any version of Bank Reconciliation, you must ensure you use unique reference numbers. Cheque number is a good reference to use for payments. You can append .001 after any reference to make it unique. For direct credits you may want to use DC160408.002 for the second direct credit on a 16th April, 2008 bank statement for instance.  More Vision Tips> >

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Sybiz Visipay
You can now salary sacrifice 100% with version 7.0. Salary Sacrifice has been completely revamped with this release and no longer is the base rate automatically varied.

It is now possible to configure any pay item as a salary sacrifice transaction. More Visipay Tips>

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Legrand CRM

With release 5.0.9, QuickSearch on company accounting data is now available. To access Quicksearch move your cursor over a field contents and right click your mouse button. More Legrand CRM Tips>

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Noble Matrix

Styles can be imported from Excel using the Utilities/Import Styles function. This allows multiple styles to be entered from a variety of locations at the click of a button. You can also save the mappings to the Excel file so that you can import again next time quicker.

You can also import up to 15 colours into Styles from Excel.[Click here] to download a Excel Template that demonstrates the layout.  More Matrix Tips>

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WageEasy

You don't have to link WageEasy with your Accounting System to be able to produce a report of the General Ledger Journals. To do this select CSV as the output format for the export and enter in all the appropriate ledger accounts from your Chart of Accounts. More WageEasy Tips>

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ABM Advanced Business Manager
With the release of ABM 2008, you can now electronically match your bank reconciliation from your Banking File. You are now able to Drag with your mouse any unmatched transactions and Drop them to the appropriate cash book entry.

Other useful features added with ABM 2008 include: Processing a deposit against a customer's sales order; Customisable staff popup reminders and the New 'Business Today' window.  More ABM Tips>

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SAP Business One
To access Special Prices right click the mouse over the Business Partner maintenance screen. To restrict the Specials to a range of dates, double click on the product and to access Quantity Breaks, then double click again on the appropriate line entry.  More SAP Tips>

Training Centre

Classroom Training
Join us in our Lane Cove Training Center for full or half day classroom style sessions. Tailored to adequately cover all aspects of your accounting or payroll application, participants leave feeling confident and extensively educated on their particular software.

Online Training
Our new Online Training Courses offer you detailed training in concise sessions without the need to travel. This months sessions focus on the new Vision 7.0 Bill of Materials and Bank Reconcilliation. For course details and registration [click here].

 

Personalised Training
Alternatively for a more personalised service book one-on-one training to focus on those unique questions you may have which relate only to your specific system. Please contact us on 1300 297 278 to discuss your training needs.