HOW TO GET STARTED WITH PETSITCONNECT

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "HOW TO GET STARTED WITH PETSITCONNECT"

Transcription

1 HOW TO GET STARTED WITH PETSITCONNECT Step 1. Set fees for your regular pet sits (30-min, 45-min and 60-min length). This feature will automatically calculate client s rate when you are scheduling visits. Here you can specify how you want the system to pre-fill rates for you. Here is an example of a company that charges differently for once a day vs. twice a day vs. three times a day. If your rates are the same, just enter them accordingly. That will be your base rate. You also specify here how much you charge for additional dog and cat.

2 Step 2. Add other services that your company offers These are the services that can be selected from the drop down menu when you are scheduling visits. We ll go over the details in How To Schedule Services section.

3 Step 3. Edit Referral Categories. This is an area where you specify how your clients find out about you. You can later run reports on that, and we ll go over that in details in another section.

4 Step 4. Update your user profile. You need to select Yesterday or Today from the drop down menu for the Incompleted Visits report that you can find on Main Menu. If you select Yesterday, the report will pull all sitters that haven t clicked complete on their yesterday s visits. If you select Today, the report will pull all sitters that haven t clicked complete on today s visits. This feature allows you to track who is NOT completing their visits. Some companies like to view yesterday s

5 visits (if the sitters are required to check off the visits as completed at the end of the day). The companies would check Yesterday from the above drop down menu. Some companies require sitters to check visits off in the morning of the day when the visits are scheduled. These companies would select Today from the drop down menu. Step 5. Add Sitters Add new sitter record You can now view a map of all your sitters

6 Step 5. Add a new client We will gladly import a list of your existing clients at a rate of $ You can also manually add them to your database. The process consists of adding a new client to your new client queue first, assigning sitter and rate, and then importing the client into your database. There are two ways you ll be adding clients to your database: 1. You have an existing client and you need to manually add them to your database 2. A new client just called and you need to go through adding the client, scheduling the meet and greet with the sitter, completing the meet and greet, and adding the visits to the sitter s schedule for that client. We will go over entering existing clients to the database at this point. We will get into details on how to enter a brand new client when we are reviewing our new client queue in detail. Right now, we understand you are just testing the software and want to add 5-10 clients to see how scheduling works. Click New Clients, Click here to add a new client. In the example below, you are looking at a new client queue of another pet sitting company. All new clients go through new client queue before they are added to the database to make sure their info is entered properly and promptly. We ll go over the process in detail when we are reviewing adding brand new clients to your database. Right now, let s just enter the clients for your testing.

7 Once you click on CLICK HERE TO ADD A NEW CLIENT, you ll be taken to the screen where you enter all notes pertaining to their house. Pets notes go on the next screen. Here is a screen shot with explanations of certain fields.

8 Once you click Submit, this client is in your new client queue, and you can add details, pets, etc. Right now, we are not going to worry about setting up a meeting with the sitter and ing a greeting letter to the client. The client is already in your database, you just need to finish adding the information (or have us import the information into the database). So now, from the new client queue, you click on the new client s name and

9 enter Vet, Emergency contact, etc. When you click submit, you ll be taken to a screen where to add pets. Add as many pets as needed, and click on Submit for Scheduling. You can skip that scheduling screen altogether because it is designed to be used for entering new clients and the dates they are requesting. If you are entering an existing client in our scenario, you may not have any visits scheduled for that client yet, you are just adding the client to the database. Now go back to New Clients, and click Import Client (on the right from the client s name in the Action column). You can skip scheduling the services for now. We ll go over that section later. If you have an extensive client list, we do recommend using our service to import them ($49.99). However, please add them manually for now while you are testing the software. I would recommend adding 5-10 clients and playing with features and screens during this testing period. You have sitters entered. You have clients entered. Let s schedule some visits. Step 6. Schedule visits. From Main Menu, click Clients and you can search by last name, address, pets names, etc. (using drop down menu).

10 Click on the name, and it will take you to the client s account. Click on Schedule New Job Now click through all screens until you get into the client s account

11 Here you see a list of visits. They can be edited and removed. Once you click Invoice Selected, they are going to be bundled into an invoice and payment will be due from the client at that moment. You can also schedule visits to automatically to be invoiced at a certain time. In our example, if my clients owe me a payment before visits begin, I ll schedule them to auto invoice on 3/23. If my clients owe me a payment after the visits are completed, I ll auto invoice them on 3/27. In our example, I ll go ahead and auto invoice them on 3/27. Now the screen is going to look like this: The visits are greyed out, and the date in parentheses is the date when these visits will be bundled into an invoice. If I were to add a visit, I just add a new visit and schedule it to auto invoice on 3/27 again and all these visits will be on the same invoice. If I need to make any changes to visits, editing or deleting them, I need to go into Auto Invoice List, and click Remove Selected from

12 Invoice Schedule. Then they are back to being black on Activity Pending Invoice screen, and you can make any changes. After changes are made, you can auto invoice the new list of visits whenever you need them to become due. Once the 3/27 date comes, this client s invoice for $148 will show up on my Process Payments report on the Main Menu, so that I can either post a check, run a credit card or an invoice.

How to Share and Accept Folders in Outlook Client

How to Share and Accept Folders in Outlook Client 1 How to Share and Accept Folders in Outlook Client Email Sharing folders in Outlook is a two-step process. A folder must be shared and then accepted. Step 1: The owner must share their mailbox, Cabinet

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

Ordering Textbooks Online

Ordering Textbooks Online 1. Go to the CNM website, www.cnm.edu, and click on Services and Resources > Current Students. Under Essentials, click on the Bookstore link. This will take you to the CNM Bookstore website. In addition

More information

Getting Started Guide: Transaction Download for QuickBooks 2013 2012 2010 for Windows

Getting Started Guide: Transaction Download for QuickBooks 2013 2012 2010 for Windows Getting Started Guide: Transaction Download for QuickBooks 2013 2012 2010 for Windows This guide will specifically show you how to download transactions and make online payments directly from QuickBooks.

More information

Instruction Set: Manage Approval Workflow

Instruction Set: Manage Approval Workflow Instruction Set: Manage Approval Workflow This instruction set will show you how to review your pending requests, approve or deny a request, and manage any requests of your own which have been denied.

More information

IntelliPay Billpay Application Documentation

IntelliPay Billpay Application Documentation IntelliPay Billpay Application Documentation Contents Billpay Introduction First Time Payment (With username and password) First Time Payment (Without username and password) Returning Customer Introduction:

More information

Creating a Google Voice Account:

Creating a Google Voice Account: Google Voice: Texting Appointment Reminders to Students Google Voice is a free web-based program that provides the opportunity to send and receive free text messages and calls. All that is necessary is

More information

When will my money be available in the Transfer To account?

When will my money be available in the Transfer To account? Transfers FAQs Transferring money When will you transfer my money? We ll initiate the transfer on the date you specified when you set up the transfer. To check the status of a pending transfer, click Transfer

More information

Introduction. Email Queue

Introduction. Email Queue 1 Table of Contents Introduction... 3 Email Queue... 3 Email Campaigns... 5 Creating New Campaigns:... 6 Creating a new Mass Email Campaign:... 6 Campaign Profile View:... 7 Modifying a Mass Email within

More information

Stocktaking in Counter Intelligence Office

Stocktaking in Counter Intelligence Office Stocktaking in Counter Intelligence Office STEP 1: TAKE A SNAPSHOT The first step during the stocktaking process is to take a snapshot of your existing stock. This is like a photograph of your current

More information

MINI-GUIDE: Work with Packages in Kitomba

MINI-GUIDE: Work with Packages in Kitomba MINI-GUIDE: Work with Packages in Kitomba Packages allows you to bundle services and retail together and offer them to your clients as a package for a reduced time and/or cost! Use Packages to entice your

More information

Quick Guide to Quick Quote

Quick Guide to Quick Quote Quick Guide to Quick Quote Overview of Quick Quote... 2 Getting a Quick Quote... 2 Other Actions... 8 Further Questions?... 9 QUICK GUIDE to QUICK QUOTE 1 Overview of Quick Quote How much money could you

More information

Volume. Revolutionary. Online. Cool. Accounting

Volume. Revolutionary. Online. Cool. Accounting Volume Revolutionary. Online. Cool. Accounting H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN 877-370-6906

More information

Online Banking & Bill Pay. Quick Start Guide. Step-by-step instructions PLUS easy-to-read screen shots and helpful tips.

Online Banking & Bill Pay. Quick Start Guide. Step-by-step instructions PLUS easy-to-read screen shots and helpful tips. Online Banking & Bill Pay Quick Start Guide Step-by-step instructions PLUS easy-to-read screen shots and helpful tips. Welcome -- Online System Security Welcome to Online Banking and Bill Pay! Whether

More information

Introducing the Acowin Accounts Payable Module!

Introducing the Acowin Accounts Payable Module! Introducing the Acowin Accounts Payable Module! This quick reference sheet will help you get up and running with the new Acowin Accounts Payable system. For more detailed information about Accounts Payable,

More information

Auto Attendant User Guide

Auto Attendant User Guide This user guide is everything you need to be able to correctly setup your Auto Attendant. This involves setting your time schedules, configuring your Auto Attendant, recording and submitting your greetings,

More information

JBCC Electronic Service Payment Certificate Application. User Documentation Guide

JBCC Electronic Service Payment Certificate Application. User Documentation Guide User Documentation Guide User Guide Version 3.0 Table of Contents JBCC Electronic Service Table of Contents...2 Introduction...3 Contact Information...3 Microsoft Office Access Basics...4 Menu Navigation...4

More information

Payments and Order Tracking

Payments and Order Tracking Payments and Order Tracking The billing and tracking module built into WinTOTAL offers power and flexibility for small and large appraisal offices alike. This chapter will cover the basics of billing clients,

More information

DHL IMPORT EXPRESS ONLINE USER GUIDE FOR SHIPPERS

DHL IMPORT EXPRESS ONLINE USER GUIDE FOR SHIPPERS Web-Based PC-Based Integrated DHL IMPORT EXPRESS ONLINE USER GUIDE FOR SHIPPERS We coordinate effective communication between your shippers and you for you. www.dhl-usa.com/ieo Contents 2 CONTENTS Shipper

More information

KCDA Supply Link Online Catalog User s Guide. Created for: Revised: April 2004 Short Version 1.3

KCDA Supply Link Online Catalog User s Guide. Created for:  Revised: April 2004 Short Version 1.3 KCDA Supply Link Online Catalog User s Guide Created for: www.kcda.org Revised: April 004 Short Version.3 Recommended Browsers Computer Settings The KCDA catalog can be accessed from most Internet-ready

More information

Configure a scanning device Install ImageNow If you are using Kofax/VRS, install the Kofax application as an administrator. the following procedure.

Configure a scanning device Install ImageNow If you are using Kofax/VRS, install the Kofax application as an administrator. the following procedure. Setting Up the ImageNow Scanner and ImageNow Printer To perform these procedures, you must be a manager or local admin in ImageNow. To create a scanning profile, the user logged in to the local machine

More information

A. Look at the Resource Sheet and Gantt Entry View Sheet to see what and where resources are over allocated.

A. Look at the Resource Sheet and Gantt Entry View Sheet to see what and where resources are over allocated. Microsoft Project Pro Steps to completing Project Pro Assignments PART B. (These instructions include all you need to know about adjusting your project in Microsoft Project Pro 2013 and may include instructions

More information

Performing a locked print to a Ricoh copier/printer

Performing a locked print to a Ricoh copier/printer Performing a locked print to a Ricoh copier/printer When you have the print screen open, you will see the name of your default printer displayed. Left click on the down triangle at the end of the box and

More information

Kallidus User Guide. Step-by-step instructions for users of the Eversheds Learning Management System (LMS)

Kallidus User Guide. Step-by-step instructions for users of the Eversheds Learning Management System (LMS) Kallidus User Guide Step-by-step instructions for users of the Eversheds Learning Management System (LMS) 1 Signing into the Learning Management System (LMS)... 3 Forgotten your password?... 3 Amending

More information

Moving your GroupWise archive to Outlook 2010 Key step to take the day after your e-mail upgrade

Moving your GroupWise archive to Outlook 2010 Key step to take the day after your e-mail upgrade Moving your GroupWise archive to Outlook 2010 Key step to take the day after your e-mail upgrade About this guide /transformation Who should use it This guide is intended for those DBHDD (Department of

More information

Getting Started Guide: Transaction Download for QuickBooks 2009-2011 Windows

Getting Started Guide: Transaction Download for QuickBooks 2009-2011 Windows Getting Started Guide: Transaction Download for QuickBooks 2009-2011 Windows Refer to the Getting Started Guide for instructions on using QuickBooks online account services; to save time, improve accuracy,

More information

Vendor Configuration, Ordering, and Receiving. Kroll 9.1. Kroll 9.1

Vendor Configuration, Ordering, and Receiving. Kroll 9.1. Kroll 9.1 Vendor Configuration, Ordering, and Receiving Kroll 9.1 Kroll 9.1 Contents Vendor Configuration... 1 Catalog Tab... 3 Ordering Tab... 6 Receiving Tab... 7 General Tab... 9 Preventing OTC Inventory Adjustments...

More information

1 Greet the Caller. 2 Provide Assurance. 3 Gain Permission to

1 Greet the Caller. 2 Provide Assurance. 3 Gain Permission to Delivering The BEST CARE to Our Customers Connect with Caller Service Excellence is the ability to provide predictably positive experiences that meet or exceed our customer s expectations. The BEST CARE

More information

Comprehensive Sales and Marketing Tools Online

Comprehensive Sales and Marketing Tools Online Comprehensive Sales and Marketing Tools Online Save time by using our Sales Central and Marketing Central tools online. How can these tools help you? Easily track and market to non-buyers saving you time

More information

Pay.It. Run.It! Retail Software Pay.It! 1

Pay.It. Run.It! Retail Software Pay.It! 1 Pay.It Information in this document is subject to change without notice. Companies, names and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced

More information

Match Branch Services to Enterprise Services in Kitomba One

Match Branch Services to Enterprise Services in Kitomba One Match Branch Services to Enterprise Services in Kitomba One To manage your services at an enterprise level, you'll need to create a central service list and match all your branch services to this list.

More information

1: Meditech Information Systems On-line Help 2: Links to Micromedex 3: Print page view 4: Lock Session: temporarily minimize the session and lock it

1: Meditech Information Systems On-line Help 2: Links to Micromedex 3: Print page view 4: Lock Session: temporarily minimize the session and lock it MEDITECH 6.0 Training Manual Training Manual Outline Shortcuts Main Menu Scheduling Desktop Header /F Footer Bars Basic Scheduling Set Scheduling Medical Necessity / Prior Authorization Pending Appointments

More information

User Guide. Logout button: will log you out of the session! The tablet tool automatically logs out after 30 minutes of idle time. www.salonbiz.

User Guide. Logout button: will log you out of the session! The tablet tool automatically logs out after 30 minutes of idle time. www.salonbiz. User Guide Log In 1. Open Safari on your tablet. 2. Enter the following url US customers http://central.salonbiz.com European customers http://central.spabiz.co.uk 3. Enter your Username and Password.

More information

InSciTek Microsystems 635 Cross Keys Park Fairport, NY 14450 585-421-3850. Using the Auto Attendant

InSciTek Microsystems 635 Cross Keys Park Fairport, NY 14450 585-421-3850. Using the Auto Attendant InSciTek Microsystems 635 Cross Keys Park Fairport, NY 14450 585-421-3850 Using the Auto Attendant Table of Contents Auto Attendant... 1 How to Configure the Auto Attendant... 2 How to Assign the Auto

More information

Mail Merge. Course Description. Objectives: Design a Main Document. Design a Data Source. Directories. Merge the Main Document with the Data

Mail Merge. Course Description. Objectives: Design a Main Document. Design a Data Source. Directories. Merge the Main Document with the Data Mail Merge Course Description The Mail Merge feature allows you to combine items from a data source into a document. This allows you to create form letters, mailing labels, envelopes, etc. You also have

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

SNAPCOMM USER GUIDE SETTING UP EMERGENCY E911. Powered by ConnectMevoice INTRODUCTION YOUR PHONE NUMBER AND ACCESS CODE

SNAPCOMM USER GUIDE SETTING UP EMERGENCY E911. Powered by ConnectMevoice INTRODUCTION YOUR PHONE NUMBER AND ACCESS CODE SNAPCOMM USER GUIDE Powered by ConnectMevoice INTRODUCTION Welcome to SnapComm phone system. You have just subscribed to the most powerful Hosted Internet Phone and unified messaging service on the market

More information

To access the QA Lead area of the site, click on the QA module link on the home page. Click here to access the QA module

To access the QA Lead area of the site, click on the QA module link on the home page. Click here to access the QA module QA Lead Guide To access the QA Lead area of the site, click on the QA module link on the home page. Click here to access the QA module Managing Users As a QA lead you are responsible for registering new

More information

This guide also shows how to control other aspects of the LeashTime Mobile Sitter App.

This guide also shows how to control other aspects of the LeashTime Mobile Sitter App. Managing the LeashTime Mobile Sitter App The LeashTime Mobile Sitter App gives sitters access to most of the functions they can use in the Web version of LeashTime, with extra protection against accidental

More information

IDEXX VetConnect * and VetConnect * PLUS Online Services. User Guide

IDEXX VetConnect * and VetConnect * PLUS Online Services. User Guide IDEXX VetConnect * and VetConnect * PLUS Online Services User Guide Proprietary Rights Notice Information in this document is subject to change without notice. Companies, names, and data used in examples

More information

Mail Merge in Word 2010 for Windows

Mail Merge in Word 2010 for Windows 1 Mail Merge in Word 2010 for Windows Introduction to Mail Merge Relationship between the Data Source and the Main Document Use the Mail Merge feature to create and manage a small database (Data Source)

More information

Please use the following index links to quickly access the information you are looking for:

Please use the following index links to quickly access the information you are looking for: Please use the following index links to quickly access the information you are looking for: Create a new My PHLY account Registration for Agents Auto ID Web Edit Profile Logout instructions Online Bill

More information

NOTE: Please refer to the LinkNavigator CD-ROM s IP Setup Utility if you do not know the LinkStation s IP Address or Host Name.

NOTE: Please refer to the LinkNavigator CD-ROM s IP Setup Utility if you do not know the LinkStation s IP Address or Host Name. FTP Setup Guide This guide will assist you in setting up the FTP Server on Buffalo s LinkStation product. Instructions to setup anonymous and password protected (registered user) FTP Servers will be shown

More information

TOPS Software MICR Check Scanner. Choose Your Check Scanner

TOPS Software MICR Check Scanner. Choose Your Check Scanner TOPS Software MICR Check Scanner Thank you for purchasing the TOPS Check Scanning system. This system will allow you to quickly and accurately enter owner payments. Scanning checks for deposit and posting

More information

What s New in Accounts Receivable!

What s New in Accounts Receivable! What s New in Accounts Receivable! By Mike Ausderan Welcome to What s New in Accounts Receivable; Once again my name is Mike Ausderan, I m a trainer at Britannia. During this webinar we will be covering

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

WARNING: do not "Purge" twice as doing so will delete all 2015 data!!! The *CURRENT* year must be 2015, even if this is done in January.

WARNING: do not Purge twice as doing so will delete all 2015 data!!! The *CURRENT* year must be 2015, even if this is done in January. Part I Setup Procedures for 1099 Vendors 1099 forms are submitted to the IRS by companies such as yours to report money earned by individuals that has been paid on an untaxed basis. It is the responsibility

More information

icam 3.0 Basics To access Remote Desktop locate the Remote Desktop icon on the computer s main desktop and double-click the icon.

icam 3.0 Basics To access Remote Desktop locate the Remote Desktop icon on the computer s main desktop and double-click the icon. Signing onto Remote Desktop In order to utilize icam 3.0, managers will need to sign into Remote Desktop using the username and password assigned to them from the Home Office which was received to management

More information

Your guide to the Internet Service for Receivable Finance (ereceivable Finance)

Your guide to the Internet Service for Receivable Finance (ereceivable Finance) Issued by HSBC Bank Middle East Limited, PO Box 66, Dubai, UAE. Regulated by the Jersey Financial Services Commission. Visit our website at https://www.hsbc.ae Enter the User ID which begins with AEIF.

More information

PERFORMANCE MANAGEMENT Frequently Asked Questions

PERFORMANCE MANAGEMENT Frequently Asked Questions PERFORMANCE MANAGEMENT Frequently Asked Questions General Q: Where is SuccessFactors? A: Option 1: Access SuccessFactors from The Exchange, the college s intranet site. STEP 1 OF 3: From the home page

More information

Auto Attendant or IVR Setup Guide DigiCloud IP PBX Solution

Auto Attendant or IVR Setup Guide DigiCloud IP PBX Solution Auto Attendant or IVR Setup Guide DigiCloud IP PBX Solution Auto Attendant DigiCloud Auto Attendant is a flexible utility designed to greet callers and transfer them either to an existing DigiCloudSwitch

More information

Fax User Guide 07/31/2014 USER GUIDE

Fax User Guide 07/31/2014 USER GUIDE Fax User Guide 07/31/2014 USER GUIDE Contents: Access Fusion Fax Service 3 Search Tab 3 View Tab 5 To E-mail From View Page 5 Send Tab 7 Recipient Info Section 7 Attachments Section 7 Preview Fax Section

More information

Welcome Parent to Parent. Database

Welcome Parent to Parent. Database Welcome Parent to Parent Database Table of Contents Login 3 Data Entry 4 New Pre-Record 4 New Record 8 Data Entry 20 New Supporter 20 New Outreach Event 32 Queues 33 Web & Errors 33 Pre-Record Queue 36

More information

1 Introduction. 2 Logging into Webline

1 Introduction. 2 Logging into Webline Version 1.1 Contents 1 Introduction... 3 2 Logging into Webline... 3 3 Client Details Standalone Products - Requesting Quotes... 6 4 Requesting Quotes... 7 4.1 Common Buttons... 7 4.2 Standalone Products...

More information

AP Vendor Portal - Instructions

AP Vendor Portal - Instructions AP Vendor Portal - Instructions Manual Genuine Parts Company Welcomes you to The AP Vendor Portal - Instructions 1 P a g e TABLE OF CONTENTS AP Vendor Portal - Instructions Manual LOGGING IN... PAGE 3

More information

Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.

Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank. Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.com Updated November 2013 - TreasuryPro 3.8 Contents Welcome...

More information

Textura CMS Integration User Manual

Textura CMS Integration User Manual Textura CMS Integration User Manual Version 2.0 June 16, 2008 This user manual contains confidential information of Textura, LLC and is protected by all applicable patents, copyright, trademark trade secret

More information

www.clearbooks.co.uk 1

www.clearbooks.co.uk 1 www.clearbooks.co.uk 1 Content Clear Books Demo 1. Customising your Dashboard 2. Setting up for the first time A) Details B) Toggle Features C) Reporting Periods D) Adding a new user E) Invoice Themes

More information

PRACTICE MANAGEMENT SYSTEMS

PRACTICE MANAGEMENT SYSTEMS PRACTICE MANAGEMENT SYSTEMS P.O. Box 102 Ivanhoe, Victoria, 3079 T: 1300 784 908 F: 1300 784 906 www.ppmp.com.au PPMP - Page 1 of 87 Table of Contents TABLE OF CONTENTS... 2 PROGRAM SETUP WIZARD... 3 ACTIVATION

More information

1. Go to Projects to Invoices, then click on Components and Commitments in the drop down menu. search area. Components list sorting bar

1. Go to Projects to Invoices, then click on Components and Commitments in the drop down menu. search area. Components list sorting bar How to create a new Component Preconditions: i. You have been granted Project Manager rights and you are part of the respective Managing Authority datagroup. ii. Your funds and financial components have

More information

IPTV Middleware Remote Control & DVR User Guide. Version 3.0

IPTV Middleware Remote Control & DVR User Guide. Version 3.0 IPTV Middleware Remote Control & DVR User Guide Version 3.0 The information presented in this document is written for the default settings of the system. The IPTV Middleware Remote Control & DVR User Guide

More information

You must do Windows updates with Microsoft Internet Explorer.

You must do Windows updates with Microsoft Internet Explorer. Windows Update Walkthrough Begin by going to this Internet address with Internet Explorer: http://windowsupdate.microsoft.com You must do Windows updates with Microsoft Internet Explorer. The first thing

More information

The PTA s new membership website database and dues reporting system

The PTA s new membership website database and dues reporting system M3 The PTA s new membership website database and dues reporting system State Level Actions from Task Menu M3 CAPABILITIES The State must authorize a user to have access to M3. The State s authorized users

More information

Outlook 2010 Setup Guide (POP3)

Outlook 2010 Setup Guide (POP3) Versions Addressed: Microsoft Office Outlook 2010 Document Updated: 8/31/2012 Copyright 2012 Smarsh, Inc. All rights Purpose: This document will assist the end user in configuring Outlook 2010 to access

More information

QSalesData User Guide

QSalesData User Guide QSalesData User Guide Note: In addition to this User Guide, we have an extensive Online Video Library that you can access from our website: www.qsalesdata.com/onlinevideos Updated: 11/14/2014 Installing

More information

Moodle eportfolio User Guide

Moodle eportfolio User Guide For Faculty and Portfolio Administrators: Moodle eportfolio User Guide The eportfolio block can be added to individual courses using the Add a Block functionality. To do this use the following steps: 1)

More information

Instructions For Using The Avectra Online Registration System

Instructions For Using The Avectra Online Registration System Instructions For Using The Avectra Online Registration System IMPORTANT: Avectra works optimally with the Microsoft Internet Explorer browser. If you re experiencing problems, please try using the IE browser

More information

College Faculty Salary & Credentialing System User Document 1

College Faculty Salary & Credentialing System User Document 1 WELCOME! The College Faculty Salary and Credentialing System has been developed to streamline the process of Salary Placement and Credentialing submission, review, and approval. Features include: Secure

More information

CHARGE ENTRY. Charge Entry in the Batch menu allows the user to:

CHARGE ENTRY. Charge Entry in the Batch menu allows the user to: CHARGE ENTRY Charge Entry in the Batch menu allows the user to: Enter charges for procedures performed at any location or practice enterprise Copy and Modify charges for a patient from the charges entered

More information

Creating an Excel document to auto- load data from a.txt form file

Creating an Excel document to auto- load data from a.txt form file Creating an Excel document to auto- load data from a.txt form file Using a Excel, you can configure a spreadsheet to connect to your form data and update with new data automatically. This is extremely

More information

EBOOKS FOR YOUR NOOK (black & white screen)

EBOOKS FOR YOUR NOOK (black & white screen) EBOOKS FOR YOUR NOOK (black & white screen) You ll Need: your library card, a computer with the Adobe Digital Editions software installed and your Nook To Start: Open your computer s web browser and go

More information

Aesop QuickStart Guide for Substitutes

Aesop QuickStart Guide for Substitutes Aesop QuickStart Guide for Substitutes This guide will show you how to: Log on to the Aesop system Navigate the Aesop Web site Find and accept jobs online* Manage your schedule Cancel an assignment* Manage

More information

Uninstall Check Scanning software (Fujitsu S300)

Uninstall Check Scanning software (Fujitsu S300) Uninstall Check Scanning software (Fujitsu S300) Contents What software do you need to remove?... 2 Stop the I2iA and ScanSnap services... 2 Uninstall Active X controls... 4 If you have Internet Explorer

More information

How to set up your Secure Email in Outlook 2010*

How to set up your Secure Email in Outlook 2010* How to set up your Secure Email in Outlook 2010* This guide is for hosting clients who are hosting their email with us. If you are using a third party email, you should not use these instructions. 1. Open

More information

Billing Command Center Workflow

Billing Command Center Workflow Billing Command Center Workflow The Billing Command Center is new with v6.20 of Advantage and is more closely integrated with Billing Approvals. You'll find that it replaces many of the older applications

More information

HGC SUPERHUB HOSTED EXCHANGE EMAIL

HGC SUPERHUB HOSTED EXCHANGE EMAIL HGC SUPERHUB HOSTED EXCHANGE EMAIL OUTLOOK 2010 POP3 SETUP GUIDE MICROSOFT HOSTED COMMUNICATION SERVICE V2013.5 Table of Contents 1. Get Started... 1 1.1 Start from Setting up an Email account... 1 1.2

More information

Enrollment Instructions for Viewing Your Credit Card Information Online. 2. Enter your card number in the box for Account Number and click Submit.

Enrollment Instructions for Viewing Your Credit Card Information Online. 2. Enter your card number in the box for Account Number and click Submit. Enrollment Instructions for Viewing Your Credit Card Information Online 1. The first time you log in, you will need to choose Enroll. 2. Enter your card number in the box for Account Number and click Submit.

More information

H A R D G O O D S. Accounts Receivable Manual

H A R D G O O D S. Accounts Receivable Manual H A R D G O O D S Accounts Receivable Manual Created by Learning Products Development Copyright 1993 Triad Systems Corporation Hardgoods Division 3055 Triad Drive Livermore, CA 94550-9559 All rights reserved.

More information

A A STEP-BY-STEP GUIDE TO MODIFYING UPDATING SECTIONS NAVIGATION

A A STEP-BY-STEP GUIDE TO MODIFYING UPDATING SECTIONS NAVIGATION Renaming & Adding Sections Your Springboard gives you the power to rename your website s primary sections. Sections should reflect your company or organization. Customer Service Center isn t one size fits

More information

Business Bill Payment User Guide

Business Bill Payment User Guide Business Bill Payment User Guide Overview Thank you for enrolling for TSB Monarch Business Bill Pay services. You can use Business Bill Payment to help you better manage the payment of all your bills.

More information

Getting Started with Telephone & Internet Services

Getting Started with Telephone & Internet Services Getting Started with Telephone & Internet Services Frequently Asked Questions Phone Features Voice Mail Features DSL Troubleshooting Your First Bill Payment Options Customer Service Frequently Asked Questions

More information

Tired of running to the post office and the bank to get your customers payments

Tired of running to the post office and the bank to get your customers payments Getting Paid With QuickBooks Payments APPENDIX E Tired of running to the post office and the bank to get your customers payments into your bank account? Fortunately, Intuit s electronic payment subscription

More information

Practice Transition Opportunities How to List a Practice for Sale or Transition

Practice Transition Opportunities How to List a Practice for Sale or Transition Practice Transition Opportunities How to List a Practice for Sale or Transition Free Listing Coupon Code: 60911657 The WSBA offers attorneys wishing to transition out of practice the opportunity to list

More information

WORD ADVANCED CLASS- MAC HANDOUT

WORD ADVANCED CLASS- MAC HANDOUT GETTING STARTED: 1. Click Word Preferences--Ribbon 2. Check the box next to Developer on the right. This will display the Developer tab 3. Click OK WORD ADVANCED CLASS- MAC HANDOUT AUTO TEXT CREATING A

More information

CommercialLeads.net 2015 Broker Media Kit

CommercialLeads.net 2015 Broker Media Kit CommercialLeads.net 2015 Broker Media Kit CRE Market Conditions 2015 Overview The CRE Lending Market Has Improved Through The Last 2 Years. Lending Guidelines Have Loosened. LTV Averages Are Down, DCR

More information

Getting Started. Getting Started with Time Warner Cable Business Class. Voice Manager. A Guide for Administrators and Users

Getting Started. Getting Started with Time Warner Cable Business Class. Voice Manager. A Guide for Administrators and Users Getting Started Getting Started with Time Warner Cable Business Class Voice Manager A Guide for Administrators and Users Table of Contents Table of Contents... 2 How to Use This Guide... 3 Administrators...

More information

COUNTY OF MENDOCINO. MUNIS Finance System How to Enter an Invoice. Created by: Auditor-Controller May 2007 v1

COUNTY OF MENDOCINO. MUNIS Finance System How to Enter an Invoice. Created by: Auditor-Controller May 2007 v1 COUNTY OF MENDOCINO MUNIS Finance System How to Enter an Invoice Created by: Auditor-Controller May 2007 v1 HOW TO ENTER AN INVOICE Overview Invoices are entered into MUNIS in batches. Each department

More information

Full Service Scheduler

Full Service Scheduler Full Service Scheduler Appendix A Appendix A Full Service Scheduler The Service Writing module has a full scheduler you can use to manage your service schedule. You can use it to schedule service appointments,

More information

Education Record. Then expand your case and select the participant to open the Person Management page: June 2015 1

Education Record. Then expand your case and select the participant to open the Person Management page: June 2015 1 Education Record 1. From the desktop, there are two ways to access the Person Management page: a. The first is to select the Participant View checkbox: Then expand your case and select the participant

More information

VIDEO DOCUMENTATION IEP Log in, Student List and Menu Options

VIDEO DOCUMENTATION IEP Log in, Student List and Menu Options VIDEO DOCUMENTATION IEP Log in, Student List and Menu Options The July 1 st, 2013 IOWA IDEA INTEGRATED DATA SYSTEM encompasses the Child Find, IEP, IFSP and IMS applications. The two approved browsers

More information

Company Set Up. Company Settings

Company Set Up. Company Settings Company Set Up allows you to enable or disable features and customize QuickBooks Online around your company needs and your personal working style. In this QuickGuide, we ll walk through the basic steps

More information

1. Once inside your course, make sure Edit Mode (upper right corner) has been turned On.

1. Once inside your course, make sure Edit Mode (upper right corner) has been turned On. Journals Journals provide space for students to reflect privately with the instructor. Instructors can, however, choose to make journal entries public. Group journal entries can be read by all group members

More information

Contents How do I gain access to the Horizon website... 2 Logging in as the Administrator... 2 How do I customise my Dashboard?...

Contents How do I gain access to the Horizon website... 2 Logging in as the Administrator... 2 How do I customise my Dashboard?... Contents How do I gain access to the Horizon website... 2 Logging in as the Administrator... 2 How do I customise my Dashboard?... 2 How do I setup the Horizon GUI?... 3 How do I setup the Company Administration?...

More information

SENDING SECONDARY CLAIMS IN MEDICAL OFFICE MANAGEMENT

SENDING SECONDARY CLAIMS IN MEDICAL OFFICE MANAGEMENT SENDING SECONDARY CLAIMS IN MEDICAL OFFICE MANAGEMENT The following are instructions for setting up and sending secondary claims in the Medical Office Management system. As you can see in the next few

More information

PBX Administrator Guide

PBX Administrator Guide DDev8.10 1 PBX Administrator Guide URL for the site is https://hostedpbx.voxnetinc.com/login.php Enter you Username E mail address Enter your Password - Your extension The HOME page opens Here you can

More information

Instructions for Bridge Line Scheduling

Instructions for Bridge Line Scheduling What is a Bridge Line Conference Call? A bridge line call is for three or more callers who want to conference together by telephone to conduct a meeting. Participants (callers) dial individually into the

More information

Easy Social Media Management with Hootsuite

Easy Social Media Management with Hootsuite Easy Social Media Management with Hootsuite Hootsuite is the largest social media integration and management platform on the Internet. It has sent over 700 million messages to date and has over 3 million

More information

Module A2 Item Activities, Gantt Chart and Utilization Sheet

Module A2 Item Activities, Gantt Chart and Utilization Sheet Module A2 Item Activities, Gantt Chart and Utilization Sheet A2.1 Project item activities A2.2 Gantt chart A2.3 Utilization sheet 1 Module 1. Project item activities, Gantt Chart & Utilization Sheet Contents...

More information

1. If no Single-Sign-On to Envestnet has been created, go the Applications dropdown and choose Setup.

1. If no Single-Sign-On to Envestnet has been created, go the Applications dropdown and choose Setup. In this userguide, we will demonstrate how to integrate emoney with Envestnet. In emx, emoney has partnered with Envestnet, a portfolio service provider for advisors, to provide an easy way for Advisors

More information

Entity Overview...6 Owners...6 Property...7 Tenant...8 Mortgage...9

Entity Overview...6 Owners...6 Property...7 Tenant...8 Mortgage...9 Operating Manual 1 Table of Contents Introduction 3 Business Elements 6 Entity Overview...6 Owners...6 Property...7 Tenant...8 Mortgage...9 Transactional details 10 Income Transactions... 10 Expense Transactions...

More information