Updates to this help documentation

Recent updates

Reporting basics using PowerBI or Excel
18, Mar, 2024 • contributed by Paul Sawkins
Secure Features
23, Jan, 2024 • contributed by Paul Sawkins
Bank Reconciliation - Statement centric - uploaded and remembered bank statement lines
18, Apr, 2023 • contributed by Paul Sawkins
Healthpoint schema for reporting.png
14, Nov, 2022 • attached by Paul Sawkins
Go Live: Importing Open Purchase Orders
22, Jun, 2022 • contributed by Paul Sawkins
new rd invoice to upload-pauls mods.xlsx
22, Jun, 2022 • attached by Paul Sawkins
FindReference.GIF
22, Jun, 2022 • attached by John Loden
ImportFile.GIF
22, Jun, 2022 • attached by John Loden
Errors.GIF
22, Jun, 2022 • attached by John Loden
new.xlsx
22, Jun, 2022 • attached by John Loden
BulkShipment.GIF
20, Jun, 2022 • attached by John Loden
hopo_POs.xlsx
20, Jun, 2022 • attached by John Loden
Logged in Global Help Home
20, Jul, 2021 • contributed by Paul Sawkins
Purchasing Module
13, Jan, 2021 • contributed by Paul Sawkins
Screen Shot 2020-11-10 at 2.07.29 pm.png
10, Nov, 2020 • attached by P Sawkins (Unlicensed)
Article
13, Aug, 2020 • contributed by P Sawkins (Unlicensed)
Limousine Transfers Booking Wizard for Agents with login
10, Aug, 2020 • contributed by P Sawkins (Unlicensed)
BalsamiqProject_77136876.bmpr
10, Aug, 2020 • attached by P Sawkins (Unlicensed)
balsamiq_wireframe_2278E287-509B-183B-1098-2EC38DDDB7D8_Master.png
10, Aug, 2020 • attached by P Sawkins (Unlicensed)
Limousine Transfer Bookings
28, Jul, 2020 • contributed by P Sawkins (Unlicensed)
manifest example pdf.png
24, Jul, 2020 • attached by P Sawkins (Unlicensed)
Transfer manifests.png
24, Jul, 2020 • attached by P Sawkins (Unlicensed)
Transfer booking.png
24, Jul, 2020 • attached by P Sawkins (Unlicensed)
Driver and partner rcti transfer bookings.png
14, Jul, 2020 • attached by P Sawkins (Unlicensed)
setting autoemail invoice.png
14, Jul, 2020 • attached by P Sawkins (Unlicensed)
Transfer customer invoice.png
14, Jul, 2020 • attached by P Sawkins (Unlicensed)
Example transfer customer invoice.png
14, Jul, 2020 • attached by P Sawkins (Unlicensed)
How to invoice transfer bookings.png
14, Jul, 2020 • attached by P Sawkins (Unlicensed)
Driver rates contract.png
14, Jul, 2020 • attached by P Sawkins (Unlicensed)
Transfer Rates Contract.png
14, Jul, 2020 • attached by P Sawkins (Unlicensed)
Booking agent role.png
14, Jul, 2020 • attached by P Sawkins (Unlicensed)
Planning the work.png
14, Jul, 2020 • attached by P Sawkins (Unlicensed)
Screen Shot 2020-07-14 at 11.55.14 am.png
14, Jul, 2020 • attached by P Sawkins (Unlicensed)
incomplete transfer bookings.png
14, Jul, 2020 • attached by P Sawkins (Unlicensed)
New Limo Transfer Booking.png
13, Jul, 2020 • attached by P Sawkins (Unlicensed)
BalsamiqProject_77136494.bmpr
07, Jul, 2020 • attached by P Sawkins (Unlicensed)
balsamiq_wireframe_2278E287-509B-183B-1098-2EC38DDDB7D8_Master.png
07, Jul, 2020 • attached by P Sawkins (Unlicensed)
Manifest.png
04, Jul, 2020 • attached by P Sawkins (Unlicensed)
rate tiers.png
02, Jul, 2020 • attached by P Sawkins (Unlicensed)
drivers that are delegates.png
29, Jun, 2020 • attached by P Sawkins (Unlicensed)
Person availability screen.png
29, Jun, 2020 • attached by P Sawkins (Unlicensed)
driver of a bus.png
29, Jun, 2020 • attached by P Sawkins (Unlicensed)
Scheduling transfers.png
29, Jun, 2020 • attached by P Sawkins (Unlicensed)
Planning the Work
23, Jun, 2020 • contributed by P Sawkins (Unlicensed)
BalsamiqProject_77136529.bmpr
23, Jun, 2020 • attached by P Sawkins (Unlicensed)
balsamiq_wireframe_84A8C789-7272-4D27-BEB7-A0C55D5CEE9C_Master.png
23, Jun, 2020 • attached by P Sawkins (Unlicensed)
balsamiq_wireframe_2278E287-509B-183B-1098-2EC38DDDB7D8_Master.png
23, Jun, 2020 • attached by P Sawkins (Unlicensed)
limo booking2.png
16, Jun, 2020 • attached by P Sawkins (Unlicensed)
Driver creditor that is a delgation partner.png
16, Jun, 2020 • attached by P Sawkins (Unlicensed)
Limo booking.png
14, Jun, 2020 • attached by P Sawkins (Unlicensed)
Manly cbd area.png
10, Jun, 2020 • attached by P Sawkins (Unlicensed)
Destination cbd.png
10, Jun, 2020 • attached by P Sawkins (Unlicensed)
Delegation partners.png
10, Jun, 2020 • attached by P Sawkins (Unlicensed)
Limousines
10, Jun, 2020 • contributed by P Sawkins (Unlicensed)
fares for limousines.png
10, Jun, 2020 • attached by P Sawkins (Unlicensed)
balsamiq_wireframe_0F37A0E9-37A0-425D-A824-07372695CC8F_Master.png
09, Jun, 2020 • attached by P Sawkins (Unlicensed)
Drivers.png
09, Jun, 2020 • attached by P Sawkins (Unlicensed)
Screen Shot 2020-06-09 at 4.07.34 pm.png
09, Jun, 2020 • attached by P Sawkins (Unlicensed)
limousine.png
09, Jun, 2020 • attached by P Sawkins (Unlicensed)
Flight Centre.png
09, Jun, 2020 • attached by P Sawkins (Unlicensed)
Adina Hotels.png
09, Jun, 2020 • attached by P Sawkins (Unlicensed)
Manly Destination.png
09, Jun, 2020 • attached by P Sawkins (Unlicensed)
Sydney destination.png
09, Jun, 2020 • attached by P Sawkins (Unlicensed)
Sydney airport destination.png
09, Jun, 2020 • attached by P Sawkins (Unlicensed)
Limousines.png
09, Jun, 2020 • attached by P Sawkins (Unlicensed)
Thumbprint Scanner Setup
06, Mar, 2020 • contributed by P Sawkins (Unlicensed)
Screen Shot 2020-03-06 at 10.34.02 pm.png
06, Mar, 2020 • attached by P Sawkins (Unlicensed)
Screen Shot 2020-03-06 at 10.32.22 pm.png
06, Mar, 2020 • attached by P Sawkins (Unlicensed)
bank req example.jpg
10, Dec, 2019 • attached by P Sawkins (Unlicensed)
keys and tables.jpg
23, Sept, 2019 • attached by P Sawkins (Unlicensed)
Journal lines linked to stock transactions.png
27, Aug, 2019 • attached by P Sawkins (Unlicensed)
Journal lines linked to stock transactions
27, Aug, 2019 • attached by P Sawkins (Unlicensed)
BalsamiqProject_27164981.bmpr
27, Aug, 2019 • attached by P Sawkins (Unlicensed)
jt offered in the grid.jpg
18, Jun, 2019 • attached by P Sawkins (Unlicensed)
example of offered templates.jpg
18, Jun, 2019 • attached by P Sawkins (Unlicensed)
right click options.jpg
18, Jun, 2019 • attached by P Sawkins (Unlicensed)
create new template.jpg
18, Jun, 2019 • attached by P Sawkins (Unlicensed)
matching of tyro journal.jpg
18, Jun, 2019 • attached by P Sawkins (Unlicensed)
save the journal template.jpg
18, Jun, 2019 • attached by P Sawkins (Unlicensed)
creating a journal template.jpg
18, Jun, 2019 • attached by P Sawkins (Unlicensed)
add a journal into the batch.jpg
13, Jun, 2019 • attached by P Sawkins (Unlicensed)
bank req example.png
06, Jun, 2019 • attached by P Sawkins (Unlicensed)
Bank Reconciliation remembered upload
12, Mar, 2019 • attached by P Sawkins (Unlicensed)
Bank Reconciliation remembered upload.png
12, Mar, 2019 • attached by P Sawkins (Unlicensed)
manual action.jpg
04, Mar, 2019 • attached by P Sawkins (Unlicensed)
import.jpg
04, Mar, 2019 • attached by P Sawkins (Unlicensed)
drag and drop import.jpg
04, Mar, 2019 • attached by P Sawkins (Unlicensed)
columns required in the sheet.jpg
04, Mar, 2019 • attached by P Sawkins (Unlicensed)
Sample bank file.csv
28, Feb, 2019 • attached by Ian Reid
Lifecycle of an Article Process
23, Feb, 2019 • attached by P Sawkins (Unlicensed)
Lifecycle of an Article Process.png
23, Feb, 2019 • attached by P Sawkins (Unlicensed)
How to find the top 100 selling items.png
19, Dec, 2018 • attached by P Sawkins (Unlicensed)
can do stock adjustment from reorder settings.jpg
13, Dec, 2018 • attached by P Sawkins (Unlicensed)
sql diagram.jpg
03, Dec, 2018 • attached by P Sawkins (Unlicensed)
core tables.jpg
03, Dec, 2018 • attached by P Sawkins (Unlicensed)
entities and relations.jpg
03, Dec, 2018 • attached by P Sawkins (Unlicensed)
stock diagram.jpg
03, Dec, 2018 • attached by P Sawkins (Unlicensed)
price analysis on article tab.png
02, Dec, 2018 • attached by P Sawkins (Unlicensed)
stock levels in stores.png
02, Dec, 2018 • attached by P Sawkins (Unlicensed)
tags on warehouse.png
02, Dec, 2018 • attached by P Sawkins (Unlicensed)
fingerprint scanner.png
07, Nov, 2018 • attached by P Sawkins (Unlicensed)
weekly sell rate.jpg
25, Oct, 2018 • attached by P Sawkins (Unlicensed)
Article Categories
10, Oct, 2018 • contributed by P Sawkins (Unlicensed)
recommended bay.jpg
05, Oct, 2018 • attached by P Sawkins (Unlicensed)
current image size2.jpg
26, Sept, 2018 • attached by P Sawkins (Unlicensed)
colour variants.jpg
10, Sept, 2018 • attached by P Sawkins (Unlicensed)
sizes.jpg
10, Sept, 2018 • attached by P Sawkins (Unlicensed)
can filter by attribute in sales order.jpg
07, Sept, 2018 • attached by P Sawkins (Unlicensed)
search in finder.jpg
07, Sept, 2018 • attached by P Sawkins (Unlicensed)
where it is used.jpg
07, Sept, 2018 • attached by P Sawkins (Unlicensed)
profile option.jpg
07, Sept, 2018 • attached by P Sawkins (Unlicensed)
Point of Sale
29, Mar, 2018 • contributed by P Sawkins (Unlicensed)
retail image.jpg
29, Mar, 2018 • attached by P Sawkins (Unlicensed)
setting up POS EFTPOS
29, Mar, 2018 • contributed by P Sawkins (Unlicensed)
efpos device.jpg
29, Mar, 2018 • attached by P Sawkins (Unlicensed)
Delivery Zone
31, Dec, 2017 • contributed by P Sawkins (Unlicensed)
Price Lists - Printing
06, Dec, 2017 • contributed by P Sawkins (Unlicensed)
Brands
05, Dec, 2017 • contributed by P Sawkins (Unlicensed)
brands example.jpg
01, Nov, 2017 • attached by P Sawkins (Unlicensed)
nip panel.jpg
31, Oct, 2017 • attached by P Sawkins (Unlicensed)
Logged in Global Help
18, Oct, 2017 • contributed by P Sawkins (Unlicensed)
Distribution - Clothing
16, Oct, 2017 • contributed by P Sawkins (Unlicensed)
How to forecast and plan purchasing
04, Oct, 2017 • contributed by P Sawkins (Unlicensed)
warehouse.jpg
04, Oct, 2017 • attached by P Sawkins (Unlicensed)
Managing Clothing Articles
04, Oct, 2017 • contributed by P Sawkins (Unlicensed)
franchising.jpg
04, Oct, 2017 • attached by P Sawkins (Unlicensed)
tableware and barware.jpg
03, Oct, 2017 • attached by P Sawkins (Unlicensed)
food packaging.jpg
03, Oct, 2017 • attached by P Sawkins (Unlicensed)
Bottom up Sales Forecast Flow
21, Sept, 2017 • contributed by P Sawkins (Unlicensed)
Top Down Revenue Forecasting Flow
21, Sept, 2017 • contributed by P Sawkins (Unlicensed)
Clothing Seasonal Sales Forecasting
21, Sept, 2017 • contributed by P Sawkins (Unlicensed)
Reporting and Dashboarding
19, Jul, 2017 • contributed by P Sawkins (Unlicensed)
nutritional information.jpg
12, Apr, 2017 • attached by P Sawkins (Unlicensed)
has NIP.jpg
12, Apr, 2017 • attached by P Sawkins (Unlicensed)
food naming algorithm.jpg
12, Apr, 2017 • attached by P Sawkins (Unlicensed)
Working with Jira
10, Mar, 2017 • contributed by P Sawkins (Unlicensed)
editing a table.jpg
10, Mar, 2017 • attached by P Sawkins (Unlicensed)
assemble a form.jpg
10, Mar, 2017 • attached by P Sawkins (Unlicensed)
data grid table.jpg
10, Mar, 2017 • attached by P Sawkins (Unlicensed)
mockup.jpg
10, Mar, 2017 • attached by P Sawkins (Unlicensed)
recent issues.jpg
10, Mar, 2017 • attached by P Sawkins (Unlicensed)
enter data for new issue.jpg
10, Mar, 2017 • attached by P Sawkins (Unlicensed)
create a new issue.jpg
10, Mar, 2017 • attached by P Sawkins (Unlicensed)
find if issue exists.jpg
10, Mar, 2017 • attached by P Sawkins (Unlicensed)
Stock Management Role
08, Feb, 2017 • contributed by P Sawkins (Unlicensed)
Manufacturing Role
08, Feb, 2017 • contributed by P Sawkins (Unlicensed)
Training Overview
27, Jan, 2017 • contributed by P Sawkins (Unlicensed)
School Bus runs
27, Jan, 2017 • contributed by P Sawkins (Unlicensed)
Shuttle Bus
27, Jan, 2017 • contributed by P Sawkins (Unlicensed)
selling professional reports.jpg
11, Jan, 2017 • attached by P Sawkins (Unlicensed)
We configure our software using Agile methodology
20, Oct, 2016 • contributed by P Sawkins (Unlicensed)
Role based help.jpg
20, Oct, 2016 • attached by P Sawkins (Unlicensed)
Role based help.jpg
20, Oct, 2016 • attached by P Sawkins (Unlicensed)
EDI Sales Orders Module
05, Oct, 2016 • contributed by P Sawkins (Unlicensed)
Jira Markup
04, Oct, 2016 • contributed by P Sawkins (Unlicensed)
System Modules - high level overviews
16, Sept, 2016 • contributed by P Sawkins (Unlicensed)
Website, Portal, iPhone and Android Implementations
11, Aug, 2016 • contributed by P Sawkins (Unlicensed)
Role Based Training
03, Aug, 2016 • contributed by P Sawkins (Unlicensed)
Scheduled Buses
03, Aug, 2016 • contributed by P Sawkins (Unlicensed)
Training for a Shuttle Franchisee - Network Driver Business Owner
02, Aug, 2016 • contributed by P Sawkins (Unlicensed)
Training for a Shuttle Franchisee - Franchise Area Owner
02, Aug, 2016 • contributed by P Sawkins (Unlicensed)
admin.jpg
01, Aug, 2016 • attached by P Sawkins (Unlicensed)
financials.jpg
01, Aug, 2016 • attached by P Sawkins (Unlicensed)
fiancials.jpg
01, Aug, 2016 • attached by P Sawkins (Unlicensed)
general help.jpg
01, Aug, 2016 • attached by P Sawkins (Unlicensed)
Training for a Shuttle Franchisor
23, Jun, 2016 • contributed by P Sawkins (Unlicensed)
Prioritisation.jpg
08, Jun, 2016 • attached by P Sawkins (Unlicensed)
Areas in the system.png
02, Jun, 2016 • attached by P Sawkins (Unlicensed)
Areas in the system
02, Jun, 2016 • attached by P Sawkins (Unlicensed)
Config Keys in use
20, May, 2016 • contributed by P Sawkins (Unlicensed)
Updates to this help documentation
19, May, 2016 • contributed by P Sawkins (Unlicensed)
Training Docs
19, May, 2016 • contributed by P Sawkins (Unlicensed)
Seasonal Sales Order
24, Mar, 2016 • contributed by P Sawkins (Unlicensed)
season definition on sales order.jpg
24, Mar, 2016 • attached by P Sawkins (Unlicensed)
Sample
24, Mar, 2016 • contributed by P Sawkins (Unlicensed)
stock status.jpg
24, Mar, 2016 • attached by P Sawkins (Unlicensed)
Seasons
24, Mar, 2016 • contributed by P Sawkins (Unlicensed)
seasonal definitions.jpg
24, Mar, 2016 • attached by P Sawkins (Unlicensed)
General Inventory Management Module
22, Mar, 2016 • contributed by P Sawkins (Unlicensed)
Sales Module General information
22, Mar, 2016 • contributed by P Sawkins (Unlicensed)
Customer Portal Module
22, Mar, 2016 • contributed by P Sawkins (Unlicensed)
Accounts Receivable Module (AR)
22, Mar, 2016 • contributed by P Sawkins (Unlicensed)
Accounts Payable Module (AP)
22, Mar, 2016 • contributed by P Sawkins (Unlicensed)
General Accounting Module
22, Mar, 2016 • contributed by P Sawkins (Unlicensed)
Fixed Assets Module
21, Mar, 2016 • contributed by P Sawkins (Unlicensed)
Community Module
21, Mar, 2016 • contributed by P Sawkins (Unlicensed)
Webstore Module
20, Nov, 2015 • contributed by P Sawkins (Unlicensed)
Outbound Freight Booking Module
20, Nov, 2015 • contributed by P Sawkins (Unlicensed)
Sales Runs Module
20, Nov, 2015 • contributed by P Sawkins (Unlicensed)
Web Queries Module (External Webstore)
20, Nov, 2015 • contributed by P Sawkins (Unlicensed)
Route Shuttle Bus Module
17, Sept, 2015 • contributed by P Sawkins (Unlicensed)
Tourist Attractions Module
17, Sept, 2015 • contributed by P Sawkins (Unlicensed)
Bus Tours Overview
27, Aug, 2015 • contributed by P Sawkins (Unlicensed)
EDI Process Flow_v2
16, Jul, 2015 • attached by P Sawkins (Unlicensed)
EDI Process Flow_v2.png
16, Jul, 2015 • attached by P Sawkins (Unlicensed)
EDI Process Flow
16, Jul, 2015 • contributed by P Sawkins (Unlicensed)
1 vouchers on 2 person booking.jpg
12, Jun, 2015 • attached by P Sawkins (Unlicensed)
vouchers on booking.jpg
12, Jun, 2015 • attached by P Sawkins (Unlicensed)
applied vouchers.jpg
12, Jun, 2015 • attached by P Sawkins (Unlicensed)
Apply vouchers to debtor.jpg
12, Jun, 2015 • attached by P Sawkins (Unlicensed)