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| * [[Syncing SME Invoices with QuickBooks]] | | * [[Syncing SME Invoices with QuickBooks]] |
| * [[Batch Print/Email Invoices]]<br> | | * [[Batch Print/Email Invoices]]<br> |
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| |'''Common / Other''' | | |'''Common / Other''' |
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| |} | | |} |
| <br> | | <br> |
| | {|style= cellpadding="8" |
| | |'''Setup Module'''<br> |
| | Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords. |
| | * [[Company]] |
| | * [[Default Export to QuickBooks Settings]] |
| | * [[User Groups]] |
| | * [[Users]] |
| | * [[User Preferences]]<br> |
|
| |
|
| | |[[File:ReportsIcon.png]] '''Reports Module''' |
| | Learn how to copy a standard report and customize<br>to fit your business |
| | * [[Duplicating Standard Reports for Custom Use]]<br> |
|
| |
|
| {|
| |
| |'''Setup Module'''<br>
| |
| |[[File:ReportsIcon.png]] '''Reports Module'''
| |
| |'''Help Desk Module''' | | |'''Help Desk Module''' |
| |-
| | Track issues and build your knowledge base in the <br>Help Desk module. |
| |Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords.
| | * [[Help Desk]]<br> |
| |Learn how to copy a standard report and customize<br>to fit your business
| |
| |Track issues and build your knowledge base in the <br>Help Desk module.
| |
| |-
| |
| |* [[Company]]<br>
| |
| |* [[Duplicating Standard Reports for Custom Use]]<br>
| |
| |* [[Help Desk]]<br>
| |
| |-
| |
| |* [[Default Export to QuickBooks Settings]]<br>
| |
| |
| |
| |* [[Issues]]<br>
| |
| |-
| |
| |* [[User Groups]]<br>
| |
| |
| |
| |
| |
| |-
| |
| |* [[Users]]<br>
| |
| |
| |
| |
| |
| |-
| |
| |* [[User Preferences]]<br>
| |
| |
| |
| |
| |
| |- | | |- |
| |} | | |} |
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| [[File:CustomersIcon.png]] '''Customers Module'''<br>
| |
| * [[Customers]]<br>
| |
| * [[Maintenance Contracts]]<br>
| |
| * [[Customer Equipment]]<br>
| |
|
| |
| [[File:ServiceOrdersIcon.png]] '''Service and Install Module'''<br>
| |
| * [[Service & Install Orders]]<br>
| |
| * [[Recurring Orders]]<br>
| |
| * [[Projects]]<br>
| |
|
| |
| [[File:InventoryIcon.png]] '''Inventory Module'''<br>
| |
| * [[Inventory]]<br>
| |
| * [[Material Allocation]]<br>
| |
| * [[Packages]]<br>
| |
| * [[Services]]<br>
| |
| * [[Vendors]]<br>
| |
| * [[Returns]]<br>
| |
| * [[Transfers]]<br>
| |
| * [[Inventory Quantity Reconciliation]]<br>
| |
|
| |
| <br>[[File:InvoicesIcon.png]] '''Receivables Module'''<br>
| |
| * [[Invoicing]]<br>
| |
| * [[Payments]]<br>
| |
| * [[Recurring Invoices]]<br>
| |
| * [[Syncing SME Invoices with QuickBooks]]<br>
| |
| * [[Batch Print/Email Invoices]]<br>
| |
|
| |
| [[File:ReportsIcon.png]] '''Reports Module'''
| |
| * [[Duplicating Standard Reports for Custom Use]]<br>
| |
|
| |
|
| |
| '''Dispatch and Scheduling'''<br>
| |
| * [[Dispatch Guide]]<br>
| |
|
| |
|
| |
| '''Setup Module'''<br>
| |
| * [[Company]]<br>
| |
| * [[Default Export to QuickBooks Settings]]<br>
| |
| * [[User Groups]]<br>
| |
| * [[Users]]<br>
| |
| * [[User Preferences]]<br>
| |
|
| |
| '''Other'''<br>
| |
| * [[Activities]]<br>
| |
| * [[Stored Documents]]<br>
| |
| * [[Custom Tabs and Fields]]<br>
| |
| * [[Search Window]]<br>
| |
| * [[Navigate Button]]<br>
| |
| * [[Arrange Grids]]<br>
| |
|
| |
| '''Help Desk Module'''<br>
| |
| * [[Help Desk]]<br>
| |
| * [[Issues]]<br>
| |
|
| |
| '''SME and QuickBooks Sync'''<br>
| |
| * [[SQLink]]<br>
| |
| * [[SQLink FAQ]]<br>
| |
| * [[Common SQLink Errors]]<br>
| |
|
| |
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|
 Customers Module
The Customers module tracks every aspect
of your most valuable asset, your customers.
|
 Service and Install Module
Create service or install orders for your customers.
Also setup recurring service orders.
|
SME and QuickBooks Sync
Synchronization between SME with QuickBooks
for a full business solution
|
 Inventory Module
A complete collection of comprehensive
inventory control tools allowing you to quickly
and easily manage your entire inventory
|
' Receivables Module
Convert service orders to invoices or create a new
itemized invoice. Setup recurring
invoices linked to maintenance contracts.
|
Common / Other
There are tools in SME you will use throughout
all the modules.
|
Setup Module
Setup SME to fit your business. Setup User
Groups, assign usernames and passwords.
|
 Reports Module
Learn how to copy a standard report and customize
to fit your business
|
Help Desk Module
Track issues and build your knowledge base in the
Help Desk module.
|
High 5 Wiki
- Welcome to High5 Wiki
Click the Wiki Books link for a more organized grouping of information.
Customers Module
Service and Install Module
Inventory Module
Receivables Module
Reports Module