Invoice - Payment Stub by Default
Originally a user had to hold the control key down and click “View Invoice” to generate an Invoice with a Payment Stub.(This still works)
Now you can set the Payment Stub by default.
Navigate to the Invoicing and WO Preferences screen by following this tab order: My SRS - Preferences - Accounting - Invoicing / WO’s.
Check the box next to Invoice Stub to include payment stub on invoice by default.
The Payment Stub will be located at the bottom of the first page of the Invoice.
This Payment Stub gives the options to:
1. Check a Payment Method
2. Fill in Check information
3. Fill in Credit Card information.
4. A Signature box
Version 6.9.5.0
Improved List View - Purchase Orders
A new and improved list view has been added for Purchase Orders.
Navigate to POs - Select/Edit PO. Click the button “Expand List” in the upper right hand corner to view the new list view.
The improved list view allows you to “Show All” and “Quick Search” similar to the contact and product list views.
There are nine ways to sort the new list.
The available sorts are PO #, Vendor, Job, Status, Date, Need In Hand, Shipping, Terms, and Total Cost.
Version 6.9.5.0
Improved List View - Invoices
A new and improved list view has been added for Invoices - List All Clients.
Navigate to Invoices - List All Clients. Click the button “Expand List” in the lower right hand corner to view the new list view.
The improved list view allows you to “Show All” and “Quick Search” similar to the contact and product list views.
There are eight ways to sort the new list.
The available sorts are Bill To, Client, Invoice #, Total, Payment Amt, Balance, Date, and Description.
All of the same data from the original list view is displayed in the new list view.
Version 6.9.5.0
ReAllocation - Improved
ReAllocation has been improved!
Delivered items are no longer displayed in the “take area”.
Items on Purchase Orders(not tied to a project) are now available to reallocate.
Quick Note about ReAllocation:
This feature is used to reassign products, that have been ordered or received , from one project to another.
Select the project that needs the item.
Navigate to ReAllocation(Inventory - ReAllocate).
Select the item in the top list.
Available products will display in the bottom list.
Click the “take” button next to the item you want to reallocate to the selected proposal.
Version 6.9.5.0
Proposal Reports - New Filter
There are several ways to filter Proposal Reports.
You can filter by zone, discipline, subzone, make and phase.
There is also the ability to filter by proposal only, proposal & related change orders, and project summary.
Now you can filter proposal & related change orders and project summary by proposal status.
The button “Set” is located in the bottom right of the “Line Item Filters” box.
A pop-up allows you to select one, multiple, or all proposal statuses.
All you have to do next is choose a filtered report and click “Display Selected Report”.
Version 6.9.5.0
Simply Reliable Software’s Weekly Training Series
Projects, Gantt Charts, Scheduling, Work Orders
Please join us Wednesday July 14th 2010 at 12:00 PM EDT for this week’s free training. Tom will be discussing managing projects in SmartOffice. You may begin logging into the webinar at 11:45AM EDT. Follow this link for more information.
Simply Reliable Software’s Weekly Training Series
FREE 4 HOUR BASIC TRAINING
Wednesdays are even more informative. Simply Reliable is now host a FREE 4 hour training once per month. This training class is designed to provide the information those new to SmartOffice need to add and manage contacts, populate their product library, learn how to tie products and labor together, set up advanced proposal design, and create proposals. Previously this class was offered at $199 per attending group, now Simply Reliable has made this a standard benefit for new and maintenance clients.
So if you have a new employee, or need to brush up on your own skills, let is know and we will sign you up.
And be sure to ask Tom about the SRS Certification program.
Please join us Wednesday June 30th, 2010 at 12:00 PM EDT for this week’s free training. Tom will be discussing Contacts through proposal creation in SmartOffice. Everything you need to know to get started in Smartoffice. You may begin logging into the webinar at 11:45AM EDT. You can find links to all of our online meetings by using the Support link on our website.
Simply Reliable Software’s Weekly Training Series
INVENTORY
Please join us Wednesday June 16th 2010 for this week’s free training. Tom will be discussing managing inventory in the SRS SmartOffice Suite. Follow this link for more information.
Simply Reliable Software’s Weekly Training Series
Projects, Gantt Charts, Scheduling, Work Orders
Please join us Wednesday June 9th 2010 at 12:00 PM EDT for this week’s free training. Tom will be discussing how to set up Advanced Proposal Design and demonstrating how to use the new SmarTags. You may begin logging into the webinar at 11:45AM EDT.
Simply Reliable Software’s Weekly Training Series
FREE 4 HOUR BASIC TRAINING
Wednesdays are even more informative. Simply Reliable is now host a FREE 4 hour training once per month. This training class is designed to provide the information those new to SmartOffice need to add and manage contacts, populate their product library, learn how to tie products and labor together, set up advanced proposal design, and create proposals. Previously this class was offered at $199 per attending group, now Simply Reliable has made this a standard benefit for new and maintenance clients.
So if you have a new employee, or need to brush up on your own skills, let is know and we will sign you up.
And be sure to ask Tom about the SRS Certification program.
Please join us Wednesday April 28th, 2010 at 12:00 PM EDT for this week’s free training. Tom will be discussing Contacts through proposal creation in SmartOffice. Everything you need to know to get started in Smartoffice. You may begin logging into the webinar at 11:45AM EDT. Follow this link for more information.
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