Tips and Tricks
Sybiz Vision
Menu Shortcuts
Did you know that commonly accessed menu options in Sybiz Vision can be setup on your own toolbar? To access this function, right click on an unused area of the Vision menu and click on Customise. Then select the appropriate function and drag it to the menu bar.
Electronic Supplier Payments
All our accounting and payroll systems automatically create the Direct Debit banking file used by all Australian Banking Software. In Vision you will find this function under the Export / Ledger Transactions / Prepare Payments File for Bank Option in the Utilities Drop Down Menu. Having to remember this all the time makes the Shortcuts tip above a real gem!
Recalculate before end of month reporting
As Vision allows you to go back to prior periods and forwards to the next period, it is good practice to recalculate balances prior to printing any important reports in the current month.
Automatic Viewer Refresh
There is now a new option in the Vision 6.0 Viewer to not require regular clicking on the Refresh button. To access this option, click on Automatically Refresh Viewer in the Preferences Drop Down Menu.
Sybiz Visipay
Leave Calculator
In each employee record in the Accruals tab there is a useful option that allows you to quickly calculate accrued holiday, sick, rostered time and long service leave as at some date including future dates.
Recalculate Balances
As the Re-calculate Employee Balances option in the Utilities drop down menu will often repair summary balance errors, we recommend running this before printing off any period end reports. Note: this function does not update current period balances, only month to date and year to date figures.
WageEasy
Background for Each Company
To help distinguish different companies, you can select a different Wallpaper background in the Preferences Option from the Setup drop down menu.
Audible Alarms
There are other useful settings in the Preferences Option including Sounding of an warning whenever there is an overdue reminder.
Tax and Leave Calculator
There are useful Tax and Leave Calculators in the Tools drop down menu that will allow you to answer employee questions without having to do complex calculations or running a report.
Advanced Business Manager
Custom Views
You can tailor the Customer/Supplier/Product Screens to include additional columns. Useful information could be added such as "Overdue" balances for Customer and Supplier accounts and product quantities for on hand and on order.
Microsoft Excel Exporting
Once you tailor your Column Views in ABM you can quickly export the results to Excel, rather than having to print reports.
Advanced Find
The advanced Finder in ABM allows you to locate virtually any transaction on a variety of criteria. Just press 'Ctrl F' from the main screen.
SAP Business One
Correcting Errors
You can Right-click on certain transactions including receipts and general ledger journals to cancel them. SAP automatically generates either the reverse of the transaction or a negative version of the original entry, whilst retaining an audit trail.
