Instructions:

  • If an icon is present, click on the icon to download the file or watch a video.
  • If watching a video and the quality is low, adjust your YouTube settings to the highest quality.

     

     

     

     

Ref
Category
Description
PDF
Video
Notes

Admin
Best Practices for the Daily and Monthly Administration of your accounts.




Installation
 Advanced Printer Setup
 
 
  1. Setup Default, PDF and a User Definable Printer
  2. Edit the local Printer Manager, Terminal Works
  3. Output to Window option

Installation
Create the local Bank Directory
 
 
  1. The directory where files can be downloaded on to your local PC

Configure
The Front Company Menu Advanced
 
 
  1.  Setup your Windows Task Bar to appear above SoEasy

Cash Book
 
 
 



Call Centre
Overview of the Call Centre
 
 
 Overview of the Call Center Module