support services

About Training and Resources 1

• How do we Deliver Training and Establishment Support?

Training Resources - Manuals and Video 1

• 2017 - Training Resources - Manuals & Video

Hardware Suggestion 2

• Computer Specifications
• Servers

Modeling Best Business Practices 3

• Where to Start
• You Just Ended Up In Charge!
• Converting From a Manual Job Management System to SoEasy

Basic Training 8

• Session 1: Navigation
• Session 2: Cash Book
• Session 3: Platform Database
• Session 4: Products Register Basics
• Session 5: Invoicing

View all 8

SSD 1

• SSD

Managed Server Services 3

• What are Managed Server Services?
• Managed Server Services Holiday
• BANK Directory Linking

Support Services 16

• What are our service offerings?
• Team Viewer Connection Instructions
• Report a Bug
• Request a Modification
• Fault Identification and Response Classifications

View all 16

Book a Personalised Training Program 1

• How Our 'Site Training Program' Works

Software Development 2

• SoEasy as is where is Policy and Modifications
• What is required to have a Project?

SMS Texting Service 1

• SMS Texting Service

Selling Your Business 2

• Things to Know When Selling Your Business
• After You Sell Your Business

Terms and Conditions 1

• Charging Policy

End User Licence and Policies 1

• Privacy Policy

Mediation Services 1

• About Mediation Services

Virus and other attacks 2

• Best Practices to Recover from CryptoLocker
• Chaos Management

Managed Server / Web Services 1

• SBRTS30.EXE caused a General Protection Fault

Invoice Issues 2

• Blank Invoice Record
• Adjusting Costs on an Invoice

Emailing Issues 3

• Are customers not receiving emails?
• Setup SPF Record
• Emailing Different People within the Organisation

Connection, Disconnection, and Computer Issues 12

• Read Me
• System File Checker for repair of system files
• Diagnosing Internet and Connection Issues
• CCleaner
• DCOM Error Resolution 000C101C-0000-0000-C000-000000000046

View all 12

Browser Issues 1

• Chrome Blocks a Web Site

Debtors - Customer Accounts 4

• Payment made against the wrong client
• Finding out who a receipt was allocated to
• Incorrect due date on an invoice - how to fix and avoid in the future
• Debtors and Creditor Journal Entries

Local Installation 1

• Minimum Maintenance Requirements

Printing from the Managed Server Services 1

• Default printer set to black and white but TSPrint connecting as colour

Transactions 1

• Contractor paid but no Invoice received

Importing Transactions From You Bank 2

• QIF File Fails to Import
• Receipt Allocated to the Wrong Customer

Teamviewer 1

• Teamviewer will not connect

Chrome Issues 1

• Download Files to a Specific Location

Company Address 1

• Change of Address

Cash Book Issues 1

• Reconciling the Cash Book

Printers 16

• Installing the local Computer Print Client
• Print from the Managed Web Services using TS Print
• RDP - Change Default Printer in Terminal Works
• Buying a New Printer for Managed Server Services
• Printing to a non-default printer

View all 16

Managed Server Services 8

• Setup a Remote Desktop Connection
• Hard Wire the Screen Resolution with RDC
• Resolving Connection Issues
• MAC Installation of RDC using Parallels
• Set Up Remote Desktop - Quick Instruction

View all 8

Email Set Up 8

• GMail email address
• How to Set up Emailing inside SoEasy
• The Best Email System
• STARTTLS and Secure Email
• Personalising your Email Footer

View all 8

Android 1

• Set up SoEasy modules on a Tablet

Invoice and Statement Settings 1

• Letterhead and Logo

PC Maintenance 1

• Directory Structure Ideas

Staff 1

• Adding/Editing Staff

SMS Text Services 1

• How to set up SMS Texting inside SoEasy

Cash Book 0

Chart of Accounts 0

Cash Book Importing 0

Platform 0

Product Register 0

Job Management 1

• Adding Jobin Staff

Time Management 0

POS 0

Call Centre 0

Despatch Manager 0

Accrual System 1

• Loading the Accrual Opening Balances

Bank Details 1

• Changing Bank Details

Product Register 6

• Keyword Search
• How to perform a Stocktake
• Headings, Categories, and Products
• Creating e-commerce Product Lists
• Advanced Training 1

View all 6

Suppliers 1

• Adding a Supplier

Reporting 13

• How To Use Reports
• Cash Transaction Reports
• Accrual Transaction Reports
• Database Reports
• Supplier Reports (Creditor)

View all 13

Debtors Management 21

• Stop Credit
• Managing the Debtors Ledger and Accounts Receivable
• Review of Overdue Accounts
• The Definition of Overdue
• Customer who was not overdue received an overdue notice

View all 21

Importing Bank Transactions 1

• Importing transactions from your Bank's Website

Special Features 1

• Advanced Stock Management

Call Centre 3

• Manual and Video on Call Center
• Call Centre Business Analysis
• CALL CENTER REPORTING

Ordering Stock 2

• How to find out what is on order for a specific product
• Review Stock Movement

Advanced Training 1

• The Main Company Access Menu Advanced Settings

Importing Products 2

• Search Criteria and Product Register Updates
• Importing Plumbing World Price Book Update

Setup Printers 0

Stocktake 1

• Stocktake

Cash Book 4

• Memorised Transactions
• Set Reconcile Date
• Divisions
• Searching Transactions

Packing Slips 1

• How to email a Packing Slip

Marketing 3

• Creating an Email Mailing List
• MailChimp and Sending Out Newsletters and Promotions
• Sending Emails to all your Customers

Accrual 4

• Journal Entries
• About the Accrual Reporting System
• Accrual Reporting
• Debtors and Creditors Figures

Creditors Management 2

• Allocating Payments
• Reversing Creditor Payments

Job Management 6

• Why isn't an invoice appearing in the Job Management screen?
• Example of Manufacturing Job Management
• Setting Up Jobbing Staff
• Quotes and Job Management
• Job Card Phone Numbers

View all 6

Database 2

• Customer must have an Order Number
• Searching, Editing, and Adding a Contact to the Database

My Mechanic 5

• Review of Vehicles
• My Mechanic Basics
• My Mechanic Suggestions
• Profit Display and Profit Calculation
• Using the Vehicle Register

Maintenance 1

• Reorganising Files

Email and SMS Templates 2

• How to Create an Email or SMS Template
• PDF Attachments

Document Despatch 1

• How to review any email sent from SoEasy

Keeping Notes 1

• Notes in the Database

Zones 0

DEBTORS/CUSTOMER MANAGEMENT 6

• Allocating Payments
• Allocating Two Payments Against One Invoice
• Allocating a Credit Note and A Customer Receipt
• Allocating an Individual Credit Note
• Processing a Remittance Advice which includes a Credit Note

View all 6

Daily Banking 0

GST 1

• GST Codes and Payment/Refunds

CashBook 1

• Dissections

Importing your Bank Transactions 3

• I have Imported Creditor Payments through Cash Book but now have Creditor Payment Entries
• Plumbing World - Importing Invoices
• Bank Accounts

Previous Year's Data 2

• Adjusting a Previous Year's Creditor's Entry
• How to review your previous year's data

Debtors 12

• Overdue Account Notices
• Finding Invoices
• Age of Accounts are incorrectly aged
• Password Required to Open an Invoice
• Account Customer Invoices Are Payable Immediately

View all 12

Creditors 3

• Adding a Creditor's Invoice
• Approving Creditor Invoices for Payment
• Creditors Invoices not Clearing from the Bills Screen

Managing Staff 2

• How to Manage a Staff Account
• Staff Logon

Team Viewer 1

• How to stop your existing version of TeamViewer

End Of Year 6

• What you need to do at the end of the financial Year - Summary
• Get us to perform your End of Year Process and Improve Next Year!
• Typical EOY Covering Letter
• Accountants Questions
• EOY Procedure for 2023

View all 6

Covid-19 1

• Resurgence support payment

Emailing 2

• Customer Email Addresses and How They Work
• Customer receive email from Outlook but not SoEasy

File Management 1

• Lock Files. What are they and how best to manage them

Customer Requests 1

• Change the name on the Invoice

Call Centre Questions 1

• Is this a new Sale dialog question.

Dates 1

• System Date

Transactions 1

• Government Subsidy

Statement Run 1

• Warning Not Removed

Product Register 1

• Web Export

Hire Purchase 1

• QCard, GEM...

Newsletters & Media 12

• 21/06/2018
• 01/06/2018
• 22/05/2018
• 16/05/2018
• 16/04/2018

View all 12

Health 8

• About Health
• What to Drink
• 4 am Breakfast
• Building Muscle
• Diet and Reviews

View all 8

Recipies 2

• 4 Day Vegan Meal Plan
• Bean Chilli

Hardware Ideas 1

• Speed up Windows 10

Learn Microsoft Word 1

• Formatting a Document

Teamviewer 6 1

• Teamviewer 6

How to use spreadsheets 0

Useful Accounting Information Links 1

• Website Links

Understanding Money 1

• Free Money

For Sale 1

• Nara - American Shorthair Tortoiseshell Cat

Cellphone 1

• Default Development Phone

Additional Training 1

• Learn to Type

Vehicles 1

• Is a Bike a Solution?

Lighting 1

• LED Bulbs Glowing in the Dark

Trucking 1

• Save money on fuel

Designing your Career 1

• Careers

Management 2

• The Decision Making Process
• Effective Techniques of Dispute Resolution

Selling your Business 1

• Selling your Shares to an Existing Partner

Wix Web Pages 1

• Learning Wix

Gen III Release Schedule 1

• 13/01/2023 - Single Code Objective

How to create a wishlist item 3

• How to Apply To The Wishlist For The Generation III Version of SoEasy
• Time Maximiser
• Wish List

Working From Home 0

Zoom 0

COA and Accrual 18

• Overview - COA and Accrual System
• Divisions
• Accounts
• Reporting
• YTD Reports

View all 18

Sales and Support Options 0

Wix.com 1

• Creating a Category + Product Relationship and usable Link