How to Consolidate Members

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "How to Consolidate Members"

Transcription

1 How to Consolidate Members August 2008 (last update) SOS consolidation feature, allows the user, with the right security, to move data from one member to another. Then the original member is deleted. To open the Consolidation menu, (from the SOS main screen) select Membership, General Family, then Consolidate Members. Consolidate Members Data SOS Security Page 2 Locate Members Page 3 Review Members Date Page 4 Move Members Data Page 5 Overview of what happens to members data Page 6 Select whether to delete or move Family Members Page 6 Move Financial Data only Page 8 Move Children and Data only Page 9 Important: Please be sure to carefully review the member s data, before consolidating and make whatever changes are necessary. You can print reports, from the File Menu of the Consolidation screen. This is suggested, in case you need to refer to the data, prior to moving. When the Member Consolidation is complete, you can verify the updated records have been moved, by following these steps: 1: Go to the Member List 2: Research for the updated record. 3: Then double click on the member s last name to return to the General Family screen. Page 1 of 9 Pages

2 SOS Security: To add a SOS user, the ability to Consolidate Data, they must first be given the ability through the SOS Security Module. 1: Once you open the security Module, select the user here. 2: Then click on the Security Tab. 3: To give the selected user, the ability to Move Data and delete the original member, set the preference here to Move and Delete. (enter F for Full to all Move and Delete) Page 2 of 9 Pages

3 When SOS consolidation first opens, you need to locate the move From Member and the Move to Member. You do this by entering a few letters in the Find What fields. Then click seek. If an exact match is found, the member name and address is populated. The same works for the Member to. If more than one member is found, then a list is shown in the Membership List. You need to select which member you want to use then the screen is automatically populated. Page 3 of 9 Pages

4 You can check the member s data, by clicking on any of the options in the data available section then click Go. Both members data is displayed in the appropriate grid. Use the File, print to print the currently displayed Grid for both selected members. Page 4 of 9 Pages

5 1: Once you are satisfied that this is what you want to do, then click Move and Delete all Records. 2: Then click on Move. You will be prompted several times to be sure this is what you want to do. Page 5 of 9 Pages

6 Here s what happens: Member A is the from member Member B is the to or receiving member Once the consolidation starts, the following screen will appear: You have 3 options as shown below. Please select the option that works for you. Click Yes continue to continue the consolidation. Click No to quit and stop the process entirely. Page 6 of 9 Pages

7 If you want to move A1 or A2: The A1 and A2 from member A move to member B as Other adults with all of their supporting information from the family members screen as well as the Business screen Once moved you can manually delete either member or change their family status. If you want to move the children: The children from Member A are moved to Member B with all of their supporting information from the family members screen as well as the Business screen and members User Defined Fields If you want to delete the A1, A2 and / or Children, their information is lost such as individual attributes, school classes, committees etc. To delete a member, uncheck the box. The default, is moved the member to the new Record ID. Address information is also moved. Member type from Member A is not transferred. Member attributes from member A are transferred. Member A invoices, payments, credits, debits, deposits, billing groups, credit card information are moved to Member B Member A class records are moved to member B Member A Individual attributes are moved to Member B Room reservations are moved Seating notes are moved to Member B Cemetery plots are moved to Member B Yahrzeits are moved with the member to be notifies. Notes fields are merged from Member A into Member B Address dates of member A are moved to member B. You should review the addresses, after the move to determine which one(s) to keeps. Address dates are moved to the receiving member. Once all the data is moved, the original Member A is deleted. This member number can then be used again. Page 7 of 9 Pages

8 Move Financial Data only: Select this option and then click Move. Only the Financial Data is move from Member A to Member B. Nothing is deleted. You can move only one option at a time. Page 8 of 9 Pages

9 Move Children and Data only from Member A to Member B: Select this option and then click Move. Only the Children and Data is move from Member A to Member B. Nothing is deleted. You can move only one option at a time. Page 9 of 9 Pages

Dues & Billing. Dues & Billing. I. Dues and Billing Overview. Welcome to Dues and Billing!

Dues & Billing. Dues & Billing. I. Dues and Billing Overview. Welcome to Dues and Billing! Dues & Billing I. Dues and Billing Overview Welcome to Dues and Billing! This feature allows you to create batches of invoices and specify members as recipients. The current functionality allows you to

More information

Sales Person Commission

Sales Person Commission Sales Person Commission Table of Contents INTRODUCTION...1 Technical Support...1 Overview...2 GETTING STARTED...3 Adding New Salespersons...3 Commission Rates...7 Viewing a Salesperson's Invoices or Proposals...11

More information

MAS 90 Demo Guide: Accounts Payable

MAS 90 Demo Guide: Accounts Payable MAS 90 Demo Guide: Accounts Payable Vendors, invoice tracking, and check creation is a necessity of business. In this guide we will look at how vendors are set up, invoices are recorded, and checks are

More information

Ticket Validation Application System User s Guide. Created by:

Ticket Validation Application System User s Guide. Created by: Ticket Validation Application System User s Guide Created by: 12-21-2011 Table of Contents Ticket Validation Application System Desktop Icon... 3 Prerequisites... 4 Ticket Validation Reporting... 5 Merchant

More information

Accounts Payable Job Aid

Accounts Payable Job Aid About Unposting, Deleting or Closing a Voucher In Cardinal you can unpost, delete or close vouchers that have not been paid. Unposting is typically used when you want to make a correction to the voucher

More information

A guide to Direct Bank Transfer (DBT)

A guide to Direct Bank Transfer (DBT) A guide to Direct Bank Transfer (DBT) What is a Direct Bank Transfer? Direct Bank Transfer (DBT) is the most efficient method of submitting deposit funds to The DPS. By submitting deposit information online

More information

Accounts Receivable Service Charges

Accounts Receivable Service Charges Overview Accounts Receivable Service Charges Data Plus has the functionality to calculate and post service charges to client accounts based on certain settings in the system. The Terms Types must be set

More information

TTUHSC Online Contract Accounts Receivable

TTUHSC Online Contract Accounts Receivable TTUHSC Online Contract Accounts Receivable The Contracts Accounts Receivable system is a component of the Contracting Website which contains the systems noted below: Contract Database Contract Accounts

More information

Creating a Marketing Campaign

Creating a Marketing Campaign Chapter 14 Creating a Marketing Campaign FrontDesk v4.1.25 Customer Marketing and Promotion 216 217 Marketing and Promotion Tasks Menu 218 219 Add a Marketing Document 219 220 Sample Email Merge Template

More information

Lawson Accounts Receivable and Billing Practice Plan Training Guide

Lawson Accounts Receivable and Billing Practice Plan Training Guide Lawson Accounts Receivable and Billing Practice Plan Training Guide 2 Administrative Information Systems Lawson Systems Lawson Accounts Receivable and Billing Training Table of Contents Add an Invoice...

More information

Table of Contents. 2 Copyright 2009 Bank of American Fork. All Rights Reserved.

Table of Contents. 2 Copyright 2009 Bank of American Fork. All Rights Reserved. Table of Contents Logging In... 3 Changing Your Password... 4 Cash User Login Screen... 5 Navigation... 6 Account Access Page... 7 Account Activity Options... 8 Transactions... 9 Download... 10 Statements...

More information

HOW TO GUIDE MONEY MANAGEMENT

HOW TO GUIDE MONEY MANAGEMENT MONEY MANAGEMENT CONTENTS Introduction... 2 Launch Money Management... 3 Add Accounts... 4 Delete Accounts... 6 Transaction History... 7 Sorting Transaction History... 7 Deleting Transactions (Manual Only)...

More information

How to Change Your Schedule for Holidays

How to Change Your Schedule for Holidays How to Change Your Schedule for Holidays Note: All of these functions are accomplished in the GuestBridge Administrator Application. Closing the Restaurant If you are closing the restaurant for an entire

More information

Welcome to My Accounts On Line

Welcome to My Accounts On Line Welcome to My Accounts On Line - When accessing the site, you will be prompted for a login and password. - When you log in with the username and password provided in the registration e-mail, the system

More information

Portal View Login to Griffith Portal

Portal View Login to Griffith Portal Portal View Login to Griffith Portal Bank Details appears in Employment Folder navigate via the Menu on left hand side or select Links on the right Add/update bank accounts Add/update pay distributions

More information

Self-serve Incentive Program (SIP) User Guide Version 3.0. For use by Industrial Customers for Lighting System and Compressed Air projects

Self-serve Incentive Program (SIP) User Guide Version 3.0. For use by Industrial Customers for Lighting System and Compressed Air projects Self-serve Incentive Program (SIP) User Guide Version 3.0 For use by Industrial Customers for Lighting System and Compressed Air projects Introduction The Self-serve Incentive Program (SIP) allows an Industrial

More information

Online Payment FAQ s

Online Payment FAQ s General Online Payment FAQ s What are the benefits of paying a bill online? Paying online with a credit card or electronic check saves time, gives you the flexibility to pay how and when desired, and saves

More information

Customer Transaction FBL5N

Customer Transaction FBL5N Customer Transaction FBL5N Use this job aid to: Display customer transaction details and determine if a customer was paid BEFORE YOU BEGIN You should make sure that you have access to transaction FBL5N

More information

ACCESSING SINGLE NUMBER SERVICE FROM THE WEB PORTAL (FOR PHONE ADMINISTRATION SEE PAGE 6)

ACCESSING SINGLE NUMBER SERVICE FROM THE WEB PORTAL (FOR PHONE ADMINISTRATION SEE PAGE 6) Page 1 F o r A s s i s t a n c e C a l l 6 0 5. 5 9 4. 3 4 1 1 ACCESSING SINGLE NUMBER SERVICE FROM THE WEB PORTAL (FOR PHONE ADMINISTRATION SEE PAGE 6) After logging into the Web Portal, click on the

More information

Payments & Transfers ACH

Payments & Transfers ACH Payments & Transfers ACH Online Banking Payments & Transfers ACH Online Banking / 2 Module Outline Introduction... 1 Slide 1: Module Overview... 3 Payments & Transfers - ACH... 4 Slide 2: ACH General Information...

More information

Broker Registration Guide for TrustFunds Authentication A- B- C Registration Steps 1-2- 3-4

Broker Registration Guide for TrustFunds Authentication A- B- C Registration Steps 1-2- 3-4 Broker Registration Guide for TrustFunds Authentication A- B- C Registration Steps 1-2- 3-4 Broker Authentication 1. From the TrustFunds website homepage, click Get Started Now to begin your Authentication

More information

RN Finish Guide. RN Finish an Order. 1. Click the Resources tab. 2. Select RPMS Session from the RPMS menu (Figure 1).

RN Finish Guide. RN Finish an Order. 1. Click the Resources tab. 2. Select RPMS Session from the RPMS menu (Figure 1). RN Finish an Order 1. Click the Resources tab. 2. Select RPMS Session from the RPMS menu (Figure 1). Figure 1: Resources tab, RPMS Session logon 3. Log on to RPMS: a. At the ACCESS CODE prompt, type your

More information

Electronic Banking Cash Manager User Guide

Electronic Banking Cash Manager User Guide Electronic Banking Cash Manager User Guide Table of Contents Logging In... 1 Changing Your Password... 2 Cash User Login Screen... 3 Cash Management User Single Sign On... 4 Navigation... 5 Account Listing

More information

Chapter 3.16: Archiving/Removing Terminated Customers

Chapter 3.16: Archiving/Removing Terminated Customers Chapter 3.16: Archiving/Removing Terminated Customers Overview The chapter will explain how to archive and remove customers from your system that have become inactive and/or terminated. The customers can

More information

for Sage 100 ERP Bank Reconciliation Overview Document

for Sage 100 ERP Bank Reconciliation Overview Document for Sage 100 ERP Bank Reconciliation Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting

CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting Vendor Set Up for Direct Deposit and Credit Card Payments Learning Guide 2010 Central Susquehanna Intermediate Unit, USA Table of Contents

More information

SINGLE NUMBER SERVICE - MY SERVICES MANAGEMENT

SINGLE NUMBER SERVICE - MY SERVICES MANAGEMENT Service Change Charge...$18 Monthly Service...$3/mo. LOGIN TO MY SERVICES In your web browser type in myservices.gondtc.com. Enter your Username (ten-digit phone number for example ) and Password. Your

More information

Set up Delegate & Travelers

Set up Delegate & Travelers Set up Delegate & Travelers Setting Up a Delegate and Assigning New Travelers Learn how to Login to Banner Travel and Expense Management Application and to set up yourself as a Delegate and assign Travelers

More information

Professional Fire Software Control Center. Fire Training Module Training Manual

Professional Fire Software Control Center. Fire Training Module Training Manual Professional Fire Software Control Center Fire Training Module Training Manual Table of Contents PAGE(S) DESCRIPTION 2 Table of Contents 3 Getting Started / How do I Receive Help? 4 Different Parts of

More information

AP and AR Corrections Handout

AP and AR Corrections Handout AP and AR Corrections Handout 11.0 Reversal and Correction Entries 11.1 Overview The standard method to reverse and correct posted entries is to use Reverse Posted Document. This ensures that the audit

More information

Auto-Archiving your Emails in Outlook

Auto-Archiving your Emails in Outlook Changing the AutoArchive Settings for all your Mailbox Folders Changing the AutoArchive Settings for all your Mailbox Folders (cont.) One way to minimize the amount of server space you are using for your

More information

Version(s) Affected: AccountMate 9 for SQL and Express AccountMate 8 for SQL and Express (AM8.3 and higher)

Version(s) Affected: AccountMate 9 for SQL and Express AccountMate 8 for SQL and Express (AM8.3 and higher) Article # 1329 Technical Note: Understanding the Expense Amortization Feature Difficulty Level: Beginner Level AccountMate User Version(s) Affected: AccountMate 9 for SQL and Express AccountMate 8 for

More information

Email Instructions. Outlook (Windows) Mail (Mac) Webmail Windows Live Mail iphone 4, 4S, 5, 5c, 5s Samsung Galaxy S4 BlackBerry

Email Instructions. Outlook (Windows) Mail (Mac) Webmail Windows Live Mail iphone 4, 4S, 5, 5c, 5s Samsung Galaxy S4 BlackBerry Email Instructions Outlook (Windows) Mail (Mac) Webmail Windows Live Mail iphone 4, 4S, 5, 5c, 5s Samsung Galaxy S4 BlackBerry ii Table of Contents Table of Contents 1 Mail Account Settings 1 Account Set

More information

As your financial institution completes its system conversion, you

As your financial institution completes its system conversion, you QuickBooks Business Accounting Software 2007 2009 for Windows Account Conversion Instructions Converting from Direct Connect to Web Connect As your financial institution completes its system conversion,

More information

ONLINE BANKING OWNER S MANUAL

ONLINE BANKING OWNER S MANUAL ONLINE BANKING OWNER S MANUAL Member FDIC Note: To ensure the best experience with online banking, please update your operating system and web browser to the most current versions. welcome to Peoples Online

More information

MAS 90 Demo Guide: Purchase Order

MAS 90 Demo Guide: Purchase Order MAS 90 Demo Guide: Purchase Order Purchasing is one of the main driving forces behind many companies, so tracking orders is of vital importance. In this guide we will look at where orders are entered and

More information

The Verification Process User Guide To be used by those responsible for verifying an applicants identity documents.

The Verification Process User Guide To be used by those responsible for verifying an applicants identity documents. The Verification Process User Guide To be used by those responsible for verifying an applicants identity documents. Enter Helpdesk Telephone: 0845 251 5000* Opening Times: 8.30am to 5.30pm Monday to Friday

More information

Chapter 3 Claims June 2012

Chapter 3 Claims June 2012 Chapter 3 Claims This Page Left Blank Intentionally CTAS User Manual 3-1 Claims: Introduction Checks All payments must be supported by an approved claim. Claims should be prepared for every check to be

More information

Credit Check Function. User Guide. Davisware 514 Market Loop West Dundee, IL 60118 Phone: (847) 426-6000 Fax: (847) 426-6027

Credit Check Function. User Guide. Davisware 514 Market Loop West Dundee, IL 60118 Phone: (847) 426-6000 Fax: (847) 426-6027 Credit Check Function User Guide Davisware 514 Market Loop West Dundee, IL 60118 Phone: (847) 426-6000 Fax: (847) 426-6027 Contents are the exclusive property of Davisware. Copyright 2015. All Rights Reserved.

More information

Accounts Payable and Inventory Management

Accounts Payable and Inventory Management Accounts Payable and Inventory Management 2013 SedonaOffice Users Conference Presented by: Lisa Gambatese & Laurie Goodrich Table of Contents Accounts Payable G/L Account Defaults (AP) 4 A/P Setup Processing

More information

Distribution List Manager User s Manual

Distribution List Manager User s Manual Distribution List Manager User s Manual Welcome... 2 Configuring the Add-in... 3 Settings Tab... 3 Advanced Tab... 4 Troubleshooting... 5 Distribution List Manager Copyright 2008 Sperry Software Inc. P

More information

PAYROLL and BILLING TRAINING GUIDE

PAYROLL and BILLING TRAINING GUIDE PAYROLL and BILLING TRAINING GUIDE The following is our recommended best practices for processing your billing and payroll within HomeTrak Companion. These functions may be done by different staff members

More information

WINDOWS POINT OF SALE (WinPOS) Property Tax Entry Module

WINDOWS POINT OF SALE (WinPOS) Property Tax Entry Module WINDOWS POINT OF SALE (WinPOS) Property Tax Entry Module WinPOS - Property Tax Entry Module INSTALLATION Follow the installation instructions you received with your CD. It s a simple and easy installation

More information

DIRECT DEPOSIT FOR STUDENT REFUNDS

DIRECT DEPOSIT FOR STUDENT REFUNDS DIRECT DEPOSIT FOR STUDENT REFUNDS Direct deposit is the University s preferred method of processing student refunds. Through this method, we are able to provide you with a fast and more secure delivery

More information

CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting. Enter and Process Credit Card Payment Step-by-step Instructions

CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting. Enter and Process Credit Card Payment Step-by-step Instructions CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting Enter and Process Credit Card Payment Step-by-step Instructions 2013 Central Susquehanna Intermediate Unit, USA Table of Contents Introduction...

More information

Batch Payments Guide Batch Payments Guide

Batch Payments Guide Batch Payments Guide Batch Payments Guide Batch Payment processing is a function available in Internet Banking that allows members to set up, maintain and process batches of payments. Payment types include internal and external

More information

Chapter 18c : AR / AP BAD DEBT RELIEF & BAD DEBT (ENHANCED)

Chapter 18c : AR / AP BAD DEBT RELIEF & BAD DEBT (ENHANCED) Chapter 18c : AR / AP BAD DEBT RELIEF & BAD DEBT (ENHANCED) a) The Manage AR Bad Debt and Manage AP Bad Debt windows can no longer be used to manage their Bad Debt Relief and Bad Debt Recovery. As such

More information

DIRECT PAYMENTS (ACH TRANSFER MODULE)

DIRECT PAYMENTS (ACH TRANSFER MODULE) DIRECT PAYMENTS (ACH TRANSFER MODULE) Direct payments is an add on module to utility billing that allows customers to pay their utility bill by a recur ACH payment. Please note that the term ACH (Automatic

More information

AgExpert Analyst 2014

AgExpert Analyst 2014 AgExpert Analyst 2014 Meet the next generation of accounting software You work hard to make your operation successful. That means using the best, most up-to-date accounting software you can find. And that

More information

User Guide ACH and Wire Transfer

User Guide ACH and Wire Transfer ONLINE CASH MANAGEMENT User Guide ACH and Wire Transfer Put the power to manage your business accounts where it should be... in your hands. TABLE OF CONTENTS Log In Process... 1 Company Login... 1 Cash

More information

Online Presentment and Payment FAQ s

Online Presentment and Payment FAQ s General Online Presentment and Payment FAQ s What are some of the benefits of receiving my bill electronically? It is convenient, saves time, reduces errors, allows you to receive bills anywhere at any

More information

NetSuite Customer Center Portal Tutorial

NetSuite Customer Center Portal Tutorial NetSuite Customer Center Portal Tutorial Hub Pen Work Instruction Controlled By: Hub Pen Department of Information Systems Ver: 030713 Page 1 of 29 Contents 1. Navigation... 3 1.1. Links... 3 1.2. Home

More information

MASS COMMUNICATIONS MASS COMMUNICATIONS

MASS COMMUNICATIONS MASS COMMUNICATIONS MASS COMMUNICATIONS Communicating is essential for successful efficient business. Whether with your staff, customers or suppliers, improvements in communication will help your business. There are some

More information

MAS 90 Demo Guide: Account Receivable

MAS 90 Demo Guide: Account Receivable MAS 90 Demo Guide: Account Receivable Customers, billing, and cash receipts are the lifeblood of any company. In this guide, we will look at where customers are set up, where invoices are entered, and

More information

FINACS INVENTORY Page 1 of 9 INVENTORY TABLE OF CONTENTS. 1. Stock Movement...2 2. Physical Stock Adjustment...7. (Compiled for FINACS v 2.12.

FINACS INVENTORY Page 1 of 9 INVENTORY TABLE OF CONTENTS. 1. Stock Movement...2 2. Physical Stock Adjustment...7. (Compiled for FINACS v 2.12. FINACS INVENTORY Page 1 of 9 INVENTORY TABLE OF CONTENTS 1. Stock Movement...2 2. Physical Stock Adjustment...7 (Compiled for FINACS v 2.12.002) FINACS INVENTORY Page 2 of 9 1. Stock Movement Inventory

More information

Working with Eclipse Claims with No Gap. Last updated: Friday, May 09, 2014

Working with Eclipse Claims with No Gap. Last updated: Friday, May 09, 2014 Working with Eclipse Claims with No Gap Level 4, 201 Pacific Highway, St Leonards, NSW 2065 1 Eclipse Claims Eclipse Claims are direct communication for providers with Medicare and the Health Fund in one

More information

Paxton Light Online Presentment and Payment FAQ s

Paxton Light Online Presentment and Payment FAQ s Paxton Light Online Presentment and Payment FAQ s General What are some of the benefits of receiving my bill electronically? It is convenient, saves time, reduces errors, allows you to receive bills anywhere

More information

Setting up Direct Deposit of Refunds using Touchnet Student Account Center

Setting up Direct Deposit of Refunds using Touchnet Student Account Center Setting up Direct Deposit of Refunds using Touchnet Student Account Center Gordon College utilizes Touchnet s Student Bill + Payment application to allow for online viewing and refunding of a student s

More information

Chapter 28. Poi nt of Sale But. FrontDesk v4.1.25. Point of Sale Menus. Voiding Invoices. Redeeming Gift Certificates. Revised on: 06/10/2009

Chapter 28. Poi nt of Sale But. FrontDesk v4.1.25. Point of Sale Menus. Voiding Invoices. Redeeming Gift Certificates. Revised on: 06/10/2009 Chapter 28 Point of Sale FrontDesk v4.1.25 Point of Sale Poi nt of Sale But tons Point of Sale Menus Opening and Closing Register Drawers Making a Sale Voiding Invoices Reprinting Receipts Selling Gift

More information

Mac Outlook Calendar/Scheduler and Tasks

Mac Outlook Calendar/Scheduler and Tasks Introduction Schedule an event and/or meeting. Schedule all-day and recurring events. Assign tasks to another user and use special shortcut keys. Contents Introduction Contents Calendar View Edit an appointment

More information

Online Presentment and Payment FAQ s

Online Presentment and Payment FAQ s General Online Presentment and Payment FAQ s What are the benefits of paying a bill online? Paying online with a credit card or electronic check saves time, gives you the flexibility to pay how and when

More information

ACH USER GUIDE. Creating an ACH Batch CASH MANAGEMENT SERVICES

ACH USER GUIDE. Creating an ACH Batch CASH MANAGEMENT SERVICES Creating an ACH Batch 1. Once you are logged into your Online Banking account, select Cash Management, ACH, and then ACH Batch on the main navigation menu. Then follow the easy steps below to create a

More information

Octopus and the Octopus Logo are trademarks of ELEOS WEB PTE LTD, registered in Singapore and other countries

Octopus and the Octopus Logo are trademarks of ELEOS WEB PTE LTD, registered in Singapore and other countries Octopus and the Octopus Logo are trademarks of ELEOS WEB PTE LTD, registered in Singapore and other countries 1 1. Introducing the Octopus Point-of-Sale (POS) System The Octopus Point-of-Sale System, unlike

More information

Lotus Notes Email Archive Guide

Lotus Notes Email Archive Guide Lotus Notes Email Archive Guide For Lotus Notes Client version 5.0.5 File : Lotus Notes Email Archive Guide.doc Page 1 / 10 Printed on : 23/08/05 1. Objective Email archiving is one of the housekeeping

More information

In order to use the Pearson English Interactive Placement Test, you must first set the test up as a course at MyEnglishLab.com.

In order to use the Pearson English Interactive Placement Test, you must first set the test up as a course at MyEnglishLab.com. Pearson English Interactive is an online four-level video-based, integrated-skills program for young adults, adult students, and professionals. The Pearson English Interactive Placement Test will accurately

More information

Online Presentment and Payment FAQ s

Online Presentment and Payment FAQ s General Online Presentment and Payment FAQ s What are some of the benefits of receiving my bill electronically? It is convenient, saves time, reduces errors, allows you to receive bills anywhere at any

More information

A. BACK UP YOUR CURRENT DATA. QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions

A. BACK UP YOUR CURRENT DATA. QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions As your financial institution completes its system conversion, you will need to modify your QuickBooks settings

More information

Updated 08/2015. Wire Transfer User Guide

Updated 08/2015. Wire Transfer User Guide Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you

More information

First Financial Bank Online Banking Quick Reference. February, 2013

First Financial Bank Online Banking Quick Reference. February, 2013 February, 2013 PURPOSE... 2 SUPPORT... 2 ACCESSING ONLINE BANKING... 2 Getting to the Online Banking Site... 2 Requesting Enrollment in Online Banking... 2 Logging in for the First Time... 2 Registering

More information

For paid computer support call 604-518-6695 http://www.netdigix.com contact@netdigix.com

For paid computer support call 604-518-6695 http://www.netdigix.com contact@netdigix.com Setting up your vpn connection on windows 2000 or XP in continuation from installing x.509 certificate on windows (please do not continue if you have not installed your x.509 certificate): Instructions

More information

UNIVERSITY OF SOUTH FLORIDA FAST FINANCIALS BILLING AND ACCOUNTS RECEIVABLE TRAINING SECTION 1 CUSTOMER SETUP AND BILLING

UNIVERSITY OF SOUTH FLORIDA FAST FINANCIALS BILLING AND ACCOUNTS RECEIVABLE TRAINING SECTION 1 CUSTOMER SETUP AND BILLING UNIVERSITY OF SOUTH FLORIDA FAST FINANCIALS BILLING AND ACCOUNTS RECEIVABLE TRAINING SECTION 1 CUSTOMER SETUP AND BILLING 1 Table of Contents Customer Information Page Numbers Customers Setup 3 Copy Customer

More information

FSD Finance One User Manual Accounts Payable Last update: October 2013

FSD Finance One User Manual Accounts Payable Last update: October 2013 i FSD Finance One User Manual Accounts Payable Last update: October 2013 Accounts Payable Table of Contents AP1.0 Invoice Entry (APINV)... 1 AP2.0 Accounts Payable Ledger Enquiries... 8 AP3.0 Additional

More information

Add a Bank Account. Set Up Recurring Payments

Add a Bank Account. Set Up Recurring Payments **IMPORTANT** Before you can set up recurring payments, you MUST set up your account information under the Payment Accounts tab. If it is between the 1 st and 3 rd of the month, you should WAIT to set

More information

Faye Business Systems Group. Enhancement for Sage MAS 90 and MAS 200. Accounts Payable Document Integration

Faye Business Systems Group. Enhancement for Sage MAS 90 and MAS 200. Accounts Payable Document Integration 6320 Canoga Avenue, 15th Floor, Woodland Hills, CA 91367 * Phone: (818)227-5130 * Fax: (818)227-5099 * Web: www.fayebsg.com Overview allows you to easily link any document or set of documents to accounts

More information

Table of Contents SQL Server Option

Table of Contents SQL Server Option Table of Contents SQL Server Option STEP 1 Install BPMS 1 STEP 2a New Customers with SQL Server Database 2 STEP 2b Restore SQL DB Upsized by BPMS Support 6 STEP 2c - Run the "Check Dates" Utility 7 STEP

More information

Accounting. EFT Direct User Guide

Accounting. EFT Direct User Guide Accounting EFT Direct User Guide Sage 50 EFT Direct User Guide Before You Start 1 Hardware and Software Requirements 1 Make Arrangements with Your Bank 1 Getting Help 2 The Manuals 2 Online Help 2 Installing

More information

Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4. How to Create Letter Templates...

Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4. How to Create Letter Templates... THE DOCUMENT MANAGER Chapter 14 THE DOCUMENT MANAGER CONTENTS Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4 How to Create Letter Templates...

More information

Account Access User Guide

Account Access User Guide Account Access User Guide Available within AgriPoint How to manage your accounts online, anytime, anywhere. Rev. 10/12/2015 This guide is designed to familiarize you with the features and options available

More information

Online Presentment and Payment FAQ s

Online Presentment and Payment FAQ s Online Presentment and Payment FAQ s General What are some of the benefits of receiving my bill electronically? It is convenient, saves time, reduces errors, allows you to receive bills anywhere at any

More information

Multi-Tier Line Discount Calculation SO-1312

Multi-Tier Line Discount Calculation SO-1312 Multi-Tier Line Discount Calculation SO-1312 Overview This Extended Solution to the Sales Order module allows entry of up to five line discounts. The second, third, fourth, and fifth discounts will be

More information

Grant Management System Training Guide Module 9 Notification Center Home Dashboard Ver 6.1 Updated: 2.13.2014

Grant Management System Training Guide Module 9 Notification Center Home Dashboard Ver 6.1 Updated: 2.13.2014 Grant Management System Training Guide Module 9 Notification Center Home Dashboard Ver 6.1 Updated: 2.13.2014 Prepared by: Table of Contents Module 9: Notification Center on the Home Dashboard This module

More information

QT9 Quality Management Software

QT9 Quality Management Software QT9 Supplier Portal Support is Free. Please contact us via the Contact Support help icon on the top of the screen or at our contact information below: QT9 Software Toll Free: (866) 913-5022 Email: support@qt9software.com

More information

What s New in Version 10 Details for Web Essentials

What s New in Version 10 Details for Web Essentials What s New in Version 10 Details for Web Essentials TABLE OF CONTENTS Overview... 3 Dashboard Module... 3 General Changes... 3 New Proposal... 3 Create Proposal in Word... 5 Create New Proposal in Excel...

More information

Online Bill Payment & Presentment User Guide

Online Bill Payment & Presentment User Guide Table of Contents Alerts and Notifications... 4 Add an email Notification...4 Cancel an email Notification...5 Automatic Payments... 6 Add a Standard Automatic Payment Rule...6 Add an Automatic Payment

More information

IMPORTING FACILITIES TO CONTRACTS

IMPORTING FACILITIES TO CONTRACTS IMPORTING FACILITIES TO CONTRACTS CREATION DATE: July 13, 2007 FACES.NET has been updated to simplify the process of linking facility Providers to new contracted CLINS with Agency Providers. Now, users

More information

UNIT 3 I-Suite Data Admin

UNIT 3 I-Suite Data Admin I-Suite 2013 Training - Student Manual UNIT 3 I-Suite Data Admin 5/3/2013 This Training Manual is for use with the 13.01.00 version of the I-Suite System. Table of Contents Unit 3 I-Suite Data Admin 3.0

More information

Bulk Downloader. Call Recording: Bulk Downloader

Bulk Downloader. Call Recording: Bulk Downloader Call Recording: Bulk Downloader Contents Introduction... 3 Getting Started... 3 Configuration... 4 Create New Job... 6 Running Jobs... 7 Job Log... 7 Scheduled Jobs... 8 Recent Runs... 9 Storage Device

More information

Request for Credit in Accounts Payable

Request for Credit in Accounts Payable App Number: 010045 Request for Credit in Accounts Payable Last Updated 21 st January 2014 Powered by: AppsForGreentree.com 2014 1 Table of Contents Features... 3 Detailed Features... 3 Important Notes...

More information

EchoSign Integration

EchoSign Integration EchoSign Integration CURA Technical Support Email: cura_support@mindscope.com Phone: 1.888.322.2362 x 555 EchoSign Integration Page 2 Table of Contents Getting Started With EchoSign... 3 Sending Documents

More information

Create an Email Campaign. Create & Send Your Newsletter

Create an Email Campaign. Create & Send Your Newsletter Create an Email Campaign Create & Send Your Newsletter Free Easy Fast -1- Create an Email Campaign 1 For sending a newsletter or a bulk email, you need to create an Email Campaign, click on the CAMPAIGN

More information

Business Online Banking

Business Online Banking Business Online Banking User Guide Rev. 01/11 Table of Contents Logging In... 1 Viewing the Online Banking Agreement... 3 Changing Your Company Password... 4 Cash User Login Screen... 5 Changing Your Cash

More information

Google Apps for Sharing Folders and Collecting Assignments

Google Apps for Sharing Folders and Collecting Assignments Google Apps for Sharing Folders and Collecting Assignments The Google Drive is cloud (online) storage space, and it is also where you create and work with Google Docs, Sheets, Slides, etc. Create a Folder

More information

Check Writer Program

Check Writer Program Starting the Check Writer Program: Check Writer Program 1) You can start the Check Writer program from the main menu of your rating software by clicking on the button. 2) You should be prompted to enter

More information

Online Utility Bill Payment FAQ s

Online Utility Bill Payment FAQ s General Online Utility Bill Payment FAQ s What are some of the benefits of receiving my bill electronically? It is convenient, saves time, reduces errors, allows you to receive bills anywhere at any time

More information

Managing Company Credit Cards

Managing Company Credit Cards Managing Company Credit Cards Contents About Managing Company Credit Cards Managing Credit Cards as Vendors Managing Credit Cards as Short Term Liabilities Paying by General Check Without Posting the Statement

More information

Outlook 2013 ~ Advanced

Outlook 2013 ~ Advanced Mail Using Categories 1. Select the message that for the category. 2. Select the appropriate category. 3. The category color displays next to the message. Renaming Categories 1. Select a message. 2. Select

More information

MySchoolBucks Parent User Guide

MySchoolBucks Parent User Guide MySchoolBucks Parent User Guide Table of Contents MySchoolBucks Parent User Guide... 3 Creating a Parent Account in MySchoolBucks... 4 Adding a Student... 5 Adding a Student on a New Account... 5 Adding

More information

Order Manager Toolkit

Order Manager Toolkit Order Manager Toolkit Magento Extension User Guide Official extension page: Order Manager Toolkit Page 1 Table of contents: 1. Order Manager Toolkit: functionality on the order grid.. 3 2. Extended grid:

More information

Retail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7

Retail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7 Retail User Training IT Retail, Inc. 2010 Inventory Training Retail 7 RETAIL 7 User Training: Inventory Using RETAIL 7 ITRetail, Inc. RETAIL User Training TABLE OF CONTENTS Inventory MANAGE INVENTORY...

More information

How do I create a Peachtree (Sage 50) Payroll export file?

How do I create a Peachtree (Sage 50) Payroll export file? How do I create a Peachtree (Sage 50) Payroll export file? Steps to complete prior to running the payroll export in HBS: In Peachtree: Prior to setting up the Peachtree (Sage 50) Payroll export, you will

More information