imanage V2.0 Overview

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "imanage V2.0 Overview"

Transcription

1 imanage V2.0 Overview

2 What is imanage? 4 Signing up for your free 30 day trial 4 What to do after signing up 4 The Dashboard 5 Customers 6 Customer Profiles 6 Profile Tab 7 Addresses Tab 7 Job Sheets Tab 7 Quotes Tab 7 Invoices Tab 7 Orders Tab 7 Creating a New Customer 8 Customer Address Map 8 Job Sheets 9 Creating a New Job Sheet 10 Quotes 11 Creating a New Quote 11 Invoices 12 Creating a New Invoice 12 Orders 13 Add a New Order 13 Planner 13 Work Requests 13 Creating New Work Requests 14 Complete Work Requests 14 Banking 14 Reports 14 More 15 Purchases 15 Add a New Purchase 15 Suppliers 16 Add a New Supplier 16 Attachments 16 Devices 16 Remove Devices 16 Products 16 Add a New Product/Service 17 Settings 17 Subscription 18 Company Profile 18 Customisation 18 Using your Logo with imanage 18 Customise PDF Layouts 18 Changing Web Portal Theme Colour 18 Changing App Theme Colour 19 Changing Quote and Invoice Colour 19 Dropbox 19 GoCardless 19 General 19 Outbound 19

3 SMS 19 System Backup 19 User Accounts 19 Create a New User 20 Delete a User 20 Reset a Users Password 20 User Profile 20 Virtual Terminal 20

4 What is imanage? Then we have our Professional imanage package, which expends and improves on total business management, with everything from the standard package and addition features such as quotation and invoicing modules to create, manage and send your quotes and invoices digitally via , as well a direct debit and banking modules, Engineer tracking, expenses and mileage modules and more. If your looking for a business management product to solve your current paper based situation, give imanage a try. Signing up for your free 30 day trial Signing up for your free 30- day trial of imanage couldn t be any easier. There is no credit card or payment method required, or contract if you sign up, just the monthly subscription fee. You are able to cancel your imanage subscription at any time. If you are interested in our free 30- day trial, visit and Mill in your details. To read more about imanage, visit the website at What to do after signing up Once you ve signed up, you should have an with all your login details on and a randomly generated password. The next step I would recommend is making sure you have downloaded our app for ios or Android from the app store, just search for imanage and download it to your ios/android device. When you signed up, you would have been asked for a cloud address or company code. This is used for accessing your imanage account. Most people will set it to their company name, so to access your imanage account on your PC you would go to manage.co.uk, replacing the companycodehere text with your company code. You ll also use the company code to login to your account on your ios device. Once you got to your Cloud Address on your mac or PC, just login with your username and password provided in the welcome and then we recommend changing your password to something more memorable. Login and make sure you ve checked through all system settings, you ll want to make sure all your system settings and company details are correct.

5 The Dashboard This is the all new dashboard. Re-envisioned, re-designed and rebuilt. It contains all the information you need at first glance. Our recent activity module at the top gives you quick access to your most recent documents including Invoices, Job sheets and Quotes. We also have the new feed tab, which shows you recent activity such as new published job sheets, sent and viewed invoices and more. Your main navigation is found on the left hand side of the page, this not only allows for more vertical space but also allows us to bring you many more features without the clutter. 24 months turnover graph brought over from imanage v1, a useful module to give you an insight in to how well your business is doing. Work Requests is a new feature in version 2, many users requested this and and we ve decided to implement it. Totally unique to imanage, work requests is a module that will allow you to receive inbound s to your imanage account and automatically creates it as a work request, which can then be assigned to an engineer for fixing.

6 Owed to date shows quick stats on what is currently owed to you. Direct debit payments is used if setup with GoCardless to process direct debit payments. This shows pending and cleared payments as well as total balance and next payout details. Customers Overdue invoices shows the top overdue invoices. Every aspect of the imanage V2.0 web portal has been redesigned. Now you customers are organized in to a table, you can now select how many customers you want to see at a time (default value is 10), and there is now a search field to search the table for a specific customer. Clicking the view button on an entry will take you to the customer profile page. Customer Profiles The customer profile page gives you all the editable details of your customer.

7 Profile Tab On the profile tab you can set the Display Name, Account Code, VAT Number, Credit limit, Deposit, Payment Terms and the Default Billing Address Addresses Tab On the Addresses Tab, you can set multiple site addresses for your customer. When completing job sheets the default billing address set on the profile tab will make all invoices to the customer out to that default address. To add a new address, click the actions button at the top right of the box and click the create new button. Job Sheets Tab The Job Sheets tab lists all job sheets for the selected company. Quotes Tab The Quotes tab lists all Quotes for the selected company Invoices Tab The Invoices tab lists all Invoices for the selected company Orders Tab The Orders tab lists all Orders for the selected company

8 Creating a New Customer To create a new customer, simply click the customers tab on the left nav menu and then click the Create New option. Fill in the details on the form and click the create customer button at the bottom. You ll then be taken to the customer profile page, to fill out additional details if required. Customer Address Map The customer address map shows a map of all your customers around the globe.

9 Job Sheets The Job Sheets section lists all job sheets by most recent first. You can change the ordering by clicking the row headers at the top to re-order them. Use the Action button on the right to select an action for a job sheet, actions include: Modify, Download PDF, Send by , Convert to Invoice and Delete. Clicking on a job sheets, or the modify button will open up the job sheet allowing you to modify it.

10 Creating a New Job Sheet Creating a new job sheet via the web portal is simple, click on Job sheets on the left in the navigation bar then select Create new This ll take you to a new job sheet, fill in the details and then click the create new job sheet button at the bottom of the page.

11 Quotes The Quotes section lists all quotes by most recent first. Similar to Job Sheets, you can change the ordering by clicking the row headers at the top to re-order them. Click on a quote to open it up and view details, modify it if it s a draft. Creating a New Quote To create a new quote, click the Quotes item in the navigation bar on the left then select Create New. You ll then be taken to the Create New Document page, select the customer you d like to create a quote for and make sure the document drop down is set to Quote, then click the create document button. Now you ll have a blank draft quote for the selected customer, add your items on to the quote. imanage saves quote items as you add them. To update an item that has already been added, make the modification then click the edit button on the item row. Once all items have been added, send the quote off by selecting the Actions drop down and click Send by . The customer can then accept the quote, or you can manually mark the quote as accepted using the action drop down.

12 Invoices The Invoice section lists invoices according the what the filter drop down is set to at the top right of the table. The default view is Issued Invoices, change the filter by selecting the drop down box and then selecting an alternate option from the list. You can change the ordering by clicking the row headers at the top of the table to re-order them. Click on an invoice to view it. If the invoice is a Draft you will be able to modify it, but if the invoice has been issued, you will not be able to modify it. Creating a New Invoice To create a new quote, click the Quotes item in the navigation bar on the left then select Create New. You ll then be taken to the Create New Document page, select the customer you d like to create a quote for and make sure the document drop down is set to Quote, then click the create document button. Now you ll have a blank draft quote for the selected customer, add your items on to the quote. imanage saves quote items as you add them. To update an item that has already been added, make the modification then click the edit button on the item row. Once all items have been added, send the quote off by selecting the Actions drop down and click Send by . The customer can then accept the quote, or you can manually mark the quote as accepted using the action drop down.

13 Orders Orders are found under the quotes option on the left navigation bar. Click the browse option to view Orders, and use the filter drop down on the right to filter the results. Click on to an Order to view and modify it. Add a New Order Create a new order by clicking on More > Orders > Create New. Use the top table titled Create New Document for Customer, and make sure you have the the Customer and document set correctly and click the create document button. You ll now have a blank order document similar to the new invoice layout. Click the send by to mark the Order as Issued. Planner The planner has been rebuilt in imanage with far superior features. With Add, Modify and Delete functions as well as Exchange/Office365 integration and Work Request integration the planner will be a valuable asset to you and your engineers. imanage will now automatically input entries in to your planner for when invoices are due so that you have better management and tracking capabilities to minimize overdue invoices and keep your business on track. Work Requests Work Requests is a brand new feature with V2.0, create work requests and assign them to your engineers for on-site completion. Work Requests will be pushed to the app for the engineers to tap on which will pre-fill job sheet information.

14 Creating New Work Requests Create a new work request by clicking the Create Work Request button in the left menu column, or click the filter drop down and select Create new. Complete Work Requests To mark a Work Request as complete, simple set the status of the work request to complete. This will move the Work Request in to the complete section, to view completed work requests, change the filter drop down to Completed. Banking The banking module is available for you to add various accounts to keep track of your financials within imanage. Once you add your banking account, you can then assign invoice payments against each account which will then keep a log for you to keep track of your finances and what invoices have been paid to each account, and what balances are outstanding. This is also used in conjunction with the new VAT reporting tool. Reports The reporting module offers various reports that can be generated at any time. Current available reports are: Turnover Search - Find turnover values for specific products/services. 12 Month Turnover - View the past 12 month turnover figures 3 Year Turnover - View the past 3 years turnover figures Invoice Search - Search all invoices for a specific item/string Invoices Export - Export all invoices from your imanage Account

15 VAT Return - Estimated VAT Return figures Customer Export - Export all customers from imanage More Under the more menu item, there are additional modules and features. Here you ll find the following modules: Purchases Suppliers Attachments Devices Products Purchases Purchases are found under the more category on the left navigation bar. Click the browse option to view Purchases, and use the filter drop down on the right to filter the results. Click on to a purchase to view it. If a purchase status is set to issues, the document will not be modifiable, but if it is a draft document you will be able to modify it. Add a New Purchase Add a new purchase by clicking on More > Purchases > Create New. Use the bottom table titled Create New Document for Suppliers, and make sure you have the the supplier and document set correctly and click the create document button. You ll now have a blank purchase document similar to the new invoice layout. Click the send by to mark the Purchase as Issued.

16 Suppliers Add Suppliers in to your imanage account to keep track of outstanding balances for your suppliers, and add purchases against your suppliers for better management. Click More > Suppliers > Browse to see a list of all your Suppliers. Click on a supplier to view the supplier profile. Here you can modify details for the current record, add addresses and view purchases assigned against the particular supplier. Add a New Supplier To add a new supplier, in the navigation bar on the left click More > Suppliers > Create new. This will take you to the new supplier form, fill out the details and click the Create Supplier button, you ll then be redirected to the Supplier Profile page and add additional information to the supplier. Attachments Attachments is a new feature in V2 of imanage. Once you ve linked your Dropbox account to imanage, you ll be able to drop files in the attachments area and they ll upload directly to your Dropbox account. Devices Engineer tracking has been a core feature of imanage since launch in All devices licensed to use imanage can be found under devices, go to More > Devices > List all devices. Use the actions drop down to select what you want to do with the device, you can locate it, view the profile or remove it to free up an additional device license. Go to More > Devices > Locate a device to view all engineer device locations. Remove Devices To remove a device, click the actions drop down box and select remove next to the device you d like to remove. Products Products are used to quickly fill in quotes and invoices using the Product/Service drop down box. If you have some common reoccurring services that you provide, such as Web Hosting, Engineer hourly rate, ect you can define them as a product or service making quote and invoice creation much quicker. This saves you having to type out each item in a quote or invoice, as it ll prefill all the fields with the data entered in the Product section.

17 Go to More > Products > Browse Products to see a list of all your Products/Services that have been configured. Click the edit button on the right to edit an item. Add a New Product/Service Go to More > Products > Add product to create a new product or service. You ll be taken to the Add new product/service page where you enter the details in to the form and click the Save product/service details. Now this product or service will appear in the product/service drop down field on invoice and quote creation saving you time on manually entering a description and price every time. Settings The settings section is where you ll configure your various core imanage settings. We ve broken the settings down to individual categories/modules to quickly and efficiently find exactly what you re looking to change. Currently under the settings module you ll find: Subscription - Adjust your subscription to add or remove users to your imanage account Company Profile - Your own company details (Name, , address, ect) Customisation - All imanage customisation options are listed here Dropbox - Integrate your dropbox account in to imanage GoCardless - Integrate or setup a GoCardless account with imanage to start processing direct debit payments. General - Adjust your imanage details (Company, VAT, Accounting, ect) Outbound - Route imanage system s through your own mail servers SMS - Integrate a Clickatell account to enable SMS alerts System Backup - Backup your imanage Data User Accounts - Modify imanage Users (User Details, Permissions or Delete) User Profile - Profile of the user currently logged in. Change you user details and password here. Virtual Terminal - Card Processing Terminal to process card payments directly within imanage (Card processing provider required - Cashflows or Realex)

18 Subscription Adjust your imanage subscription detail here, add or removed user or device licenses as well as view our current package details and next renewal date Company Profile View and modify your company details such as Company Name, Contact Name, and Phone Number and Address. Customisation All Customisation options are listed here including Logo to include in all system s, PDF Layouts, Web Portal Theme Colour, Job Sheet, Quote and Invoice layout options. Using your Logo with imanage You can use your logo with imanage, simply go to Settings > Customisation and upload your logo in the Logo box. This will add you logo on to all outgoing system s. To get your logo on to your document PDFs (Invoices, Job Sheets, Quotes), customise your document layouts using the information below. Customise PDF Layouts We recommend using our default layout templates to work around when customising layouts. Layouts cannot be structurally changed so all boxes must be left where they are on the default layout. Visual changes such as colour, logos and additional text are allowed. To customise layouts, first go to Settings > Customisation and click the get default link next to the layout you d like to customise. This will then open up the layout in a new window, right click and save the layout to your Mac or PC. Next we recommend using Adobe Photoshop to apply your customisation. Open up the downloaded layout in Photoshop, and add your customisation. Once done, click File then Save for Web, and using the presets option on the right try selecting PNG-8 and check the quality. The aim here is to keep the file size as low as possible to keep imanage as quick as possible when it comes to generating your PDFs. Under 150kb should be an acceptable file size. Select PNG-8 and check the file size at the bottom left of the window. Once saved go back to the Web Portal and click the Choose File button and upload the updated layout. This will then apply the new layout to your documents. More information on document customisation can be found here: Changing Web Portal Theme Colour It s now possible to change the colour of the Web Portal, go to Settings > Customisation and then use the colour selection tool to pick your colour, then click save my settings at the bottom to update the web portal colour.

19 Changing App Theme Colour It s now possible to change the colour of your imanage App, go to Settings > Customisation and then use the colour selection tool to pick your colour on the App Theme Colour, then click save my settings at the bottom to update the App colour. Changing Quote and Invoice Colour With the new Online Quotes and Invoices feature, you can now apply your own colour to your quotes and invoices. Go to Settings > Customisation and then use the colour selection tool in the Quote and Invoice layout boxes to pick your colour, then click save my settings at the bottom to update the colour of your Online Quotes and Invoices. Dropbox You can now integrate dropbox in to your imanage account to upload important company documents straight from imanage. Go to Settings > Dropbox to allow imanage to access your Dropbox. GoCardless Setup your GoCardless account with imanage to enable direct debit processing. Go to Settings > GoCardless to enable and setup. General Configure all your imanage and Company details under the General settings menu, including County information and Accounting Details. Outbound Go to Settings > Outbound to setup routing through your own servers. If you have difficulty setting this up, please contact your mail system administrator for details. SMS Setup SMS alerts using the Clickatell service. Go to Settings > SMS to enable and configure SMS alerts System Backup It s important to backup your imanage account, as you are responsible for your own data. Go to Settings > System backup then select the Download my database backup button to download a backup of your imanage database for save keeping. User Accounts To add, modify or delete any imanage user accounts, got to Settings > User Accounts.

20 Create a New User To create a new imanage user, go to Settings > User accounts then select the Add New User button at the top right of the table. Make sure you have the appropriate licenses to add a new user otherwise you will receive an error when attempting to create the new user. Fill out the user information on the new imanage user page. Keep in mind that username as well as password are case-sensitive, so if you have a username of John you will need to enter the capital J in when logging in to both the web portal and the app. Usernames currently don t allow for spaces or special characters, so keep that in mind when creating your new users. Delete a User To delete an imanage user, go to Settings > User Accounts and select the Delete button next to the user. You need to have full permissions to perform this action, and cannot be logged in to the user that you are trying to delete. Reset a Users Password To reset a users password, go to Settings > User accounts and select the Edit button. The the User edit screen you ll be able to set a new password for that user. Alternatively, you can go to the login page of the web portal and select the forgot your password option to reset it via . User Profile The User Profile page allows you to adjust your user settings, and set a new password. Go to Settings > User Profile to modify the details of the currently logged in user. Admin users can modify users by using the User Accounts option found under Settings. Virtual Terminal Use the virtual terminal to process card payments via your imanage web portal and imanage app. Stripe account required for successful use of the Card Processing Terminal. Go to Settings > Virtual Terminal, and with the correct authentication details entered, select the start payment terminal button.

Guide to setting up IRIS AE Suite TM & IRIS OpenSpace online

Guide to setting up IRIS AE Suite TM & IRIS OpenSpace online 18/02/2014 Guide to setting up IRIS AE Suite TM & IRIS OpenSpace online IRIS Payroll Professional 30/04/2015 Contents What is IRIS OpenEnrol?... 4 Steps to setting up and using IRIS OpenEnrol... 5 How

More information

PORTAL ADMINISTRATION

PORTAL ADMINISTRATION 1 Portal Administration User s Guide PORTAL ADMINISTRATION GUIDE Page 1 2 Portal Administration User s Guide Table of Contents Introduction...5 Core Portal Framework Concepts...5 Key Items...5 Layouts...5

More information

Guide to setting up IRIS AE Suite TM & IRIS OpenSpace online

Guide to setting up IRIS AE Suite TM & IRIS OpenSpace online 18/02/2014 Guide to setting up IRIS AE Suite TM & IRIS OpenSpace online IRIS Payroll 01/09/2015 Contents What is IRIS OpenEnrol?... 4 What will IRIS OpenEnrol do for me?... 4 How does IRIS OpenEnrol work?...

More information

Accounting & Finance. Guidebook

Accounting & Finance. Guidebook Accounting & Finance Guidebook January 2012 TABLE OF CONTENTS Table of Contents... 2 Preface... 6 Getting Started... 8 Accounting... 10 Accounting Welcome... 10 Sales Quotes... 11 New Sales Quote... 11

More information

Vodafone Bulk Text. User Guide. Copyright Notice. Copyright Phonovation Ltd

Vodafone Bulk Text. User Guide. Copyright Notice. Copyright Phonovation Ltd Vodafone Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd Important Notice: The Information contained in this document is subject to change without notice and should not be construed as

More information

Property Manager V7.0 User Guide

Property Manager V7.0 User Guide Property Manager V7.0 User Guide www.propertymanageronline.com Contents 1. Overview of Property Manager 2. Quick Start 3. Property Details 4. Tenants 5. Landlord Accounts 6. Letting Agent Accounts 7. Property

More information

emobile Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd

emobile Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd emobile Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd Important Notice: The Information contained in this document is subject to change without notice and should not be construed as a

More information

ClicktoFax Service Usage Manual

ClicktoFax Service Usage Manual ClicktoFax Service Usage Manual 1. Log in to Fax Service 2. Configure your account 3. Send a fax 4. Receive a fax/search for Faxes/View Faxes 5. Logout 6. Additional Support 1. Log into fax service: a.

More information

Last Updated on 11/06/2008. www.jobprotech.com

Last Updated on 11/06/2008. www.jobprotech.com Last Updated on 11/06/2008 www.jobprotech.com Copyright JobPro Technology, 2008 How to Use this Guide This manual is designed as a reference for JobPro customers. It is not intended to be a replacement

More information

System Administrator Training Guide. Reliance Communications, Inc. 603 Mission Street Santa Cruz, CA 95060 888-527-5225 www.schoolmessenger.

System Administrator Training Guide. Reliance Communications, Inc. 603 Mission Street Santa Cruz, CA 95060 888-527-5225 www.schoolmessenger. System Administrator Training Guide Reliance Communications, Inc. 603 Mission Street Santa Cruz, CA 95060 888-527-5225 www.schoolmessenger.com Contents Contents... 2 Before You Begin... 4 Overview... 4

More information

Salesforce Customer Portal Implementation Guide

Salesforce Customer Portal Implementation Guide Salesforce Customer Portal Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered

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

COSTARS Sales Reporting Manual December 2013

COSTARS Sales Reporting Manual December 2013 COSTARS Sales Reporting Manual December 2013-1 - DGS/COSTARS website Suppliers access the COSTARS website through the DGS website. Follow the steps below to navigate to the COSTARS website. 1. Navigate

More information

Step by Step. Use the Cloud Login Website

Step by Step. Use the Cloud Login Website Step by Step HOW TO Use the Cloud Login Website This How To article will show you how to use the Cloud Login Website to upload and download your files from the cloud. For a complete list of available How

More information

Accountant Guide Includes everything you need to know to get started as a Clear Books Accounting Partner

Accountant Guide Includes everything you need to know to get started as a Clear Books Accounting Partner Accountant Guide Includes everything you need to know to get started as a Clear Books Accounting Partner Digital Edition Get ready to experience fast, reliable and secure accounting software that is easy

More information

Strategic Asset Tracking System User Guide

Strategic Asset Tracking System User Guide Strategic Asset Tracking System User Guide Contents 1 Overview 2 Web Application 2.1 Logging In 2.2 Navigation 2.3 Assets 2.3.1 Favorites 2.3.3 Purchasing 2.3.4 User Fields 2.3.5 History 2.3.6 Import Data

More information

WatchDox Administrator's Guide. Application Version 3.7.5

WatchDox Administrator's Guide. Application Version 3.7.5 Application Version 3.7.5 Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to any unauthorized individuals

More information

Email setup information for most domains hosted with InfoRailway.

Email setup information for most domains hosted with InfoRailway. Email setup information for most domains hosted with InfoRailway. Incoming server (POP3): pop.secureserver.net port 995 (SSL) Incoming server (IMAP): imap.secureserver.net port 993 (SSL) Outgoing server

More information

USER GUIDE for Salesforce

USER GUIDE for Salesforce for Salesforce USER GUIDE Contents 3 Introduction to Backupify 5 Quick-start guide 6 Administration 6 Logging in 6 Administrative dashboard 7 General settings 8 Account settings 9 Add services 9 Contact

More information

IMPORTANT: You must complete this step before you can install and activate SafeSend.

IMPORTANT: You must complete this step before you can install and activate SafeSend. Initial Setup Guide Welcome to SafeSend! This guide has been created to assist with your initial setup. Please follow the below steps to get started. If you are a Firm Administrator and are setting your

More information

CHARTER BUSINESS CUSTOM HOSTING MIGRATION INSTRUCTIONS

CHARTER BUSINESS CUSTOM HOSTING MIGRATION INSTRUCTIONS 1. Go to https://cp.charter-business.net 2. Enter the username that was provided to you in the letter and/or email you received from Charter Business. 3. Enter your password by entering the letters Ch

More information

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6.

BusinessMan CRM. Contents. Walkthrough. Computech IT Services Ltd 2011. Tuesday, June 1 st 2014 Technical Document -1015 Version 6. Contents. Table of Figures... 2 Businessman Enterprise Overview... 3 System Settings... 3 Human Resources... 4 User Management... 5 Customers... 7 Prospects... 9 Document Management 9 Sales Dashboard...

More information

ADP Workforce Now Security Guide. Version 2.0-1

ADP Workforce Now Security Guide. Version 2.0-1 ADP Workforce Now Security Guide Version 2.0-1 ADP Trademarks The ADP logo, ADP, and ADP Workforce Now are registered trademarks of ADP, Inc. Third-Party Trademarks Microsoft, Windows, and Windows NT are

More information

Sage One Accounting Benefits and Frequently Asked Questions

Sage One Accounting Benefits and Frequently Asked Questions Sage One Accounting Benefits and Frequently Asked Questions Sage One Accounting Benefits No installations Simply log in and start working. You waste no time on installations. No upgrades You will automatically

More information

USER MANUAL FOR INTERNET BANKING (IB) SERVICE

USER MANUAL FOR INTERNET BANKING (IB) SERVICE USER MANUAL FOR INTERNET BANKING (IB) SERVICE Content: Introduction and General questions. Accessing and using Internet Banking. 1. Log In, Log Out and Printing screen/transaction information 2. Inquiries

More information

Onboarding for Administrators

Onboarding for Administrators Welcome! This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events

More information

Business Management Online

Business Management Online Business Management Online Version: 27102012 http://bmo.my User Guide Version 27102012 page 1 of 93 Table of Contents Summary 1 Business Management Online (BMO)...6 2 Starting BMO Quotation...10 3 Starting

More information

Customer Relationship Management Software

Customer Relationship Management Software Customer Relationship Management Software Second CRM Mobile Web App Guide Version 1.2 Table of Contents SECOND CRM MOBILE OVERVIEW... 3 USER LOGIN... 3 LOGIN & NAVIGATION... 5 DASHBOARD... 5 VIEW... 6

More information

Chapter 10 Encryption Service

Chapter 10 Encryption Service Chapter 10 Encryption Service The Encryption Service feature works in tandem with Dell SonicWALL Email Security as a Software-as-a-Service (SaaS), which provides secure data mail delivery solutions. The

More information

Table of Contents. Table of Contents

Table of Contents. Table of Contents Table of Contents Setup Instructions... 1 Step 1: Download the Required Components... 1 Step 2: Install and Run the Online Backup Module... 3 Step 3: Sign-Up to the Online Backup Service... 4 Step 4: Configure

More information

Getting Started with StoreGrid Cloud

Getting Started with StoreGrid Cloud Getting Started with StoreGrid Cloud This document describes the steps to quickly sign up and start backing up your data to StoreGrid Cloud. I. Signing Up 1. Go to http://storegridcloud.vembu.com and select

More information

RESCO MOBILE CRM USER GUIDE. Access your CRM data on any mobile platform ipad, iphone, Android, Windows Phone or Win XP/Vista/7/8

RESCO MOBILE CRM USER GUIDE. Access your CRM data on any mobile platform ipad, iphone, Android, Windows Phone or Win XP/Vista/7/8 RESCO MOBILE CRM USER GUIDE Access your CRM data on any mobile platform ipad, iphone, Android, Windows Phone or Win XP/Vista/7/8 Contents Synchronization... 1 1.1. How to synchronize your device... 1 1.2.

More information

Using FileMaker Pro with Microsoft Office

Using FileMaker Pro with Microsoft Office Hands-on Guide Using FileMaker Pro with Microsoft Office Making FileMaker Pro Your Office Companion page 1 Table of Contents Introduction... 3 Before You Get Started... 4 Sharing Data between FileMaker

More information

Sales Accounts...27 Appointments / Diary...27. Download your copy of CleanersMate and save it to your desktop.

Sales Accounts...27 Appointments / Diary...27. Download your copy of CleanersMate and save it to your desktop. User Guide Installation... 2 Using CleanersMate... 3 Initial Settings... 3 Clients... 3 Clients Summary Screen... 4 Adding a New Client... 4 Deleting an Existing Client... 4 Editing an Existing Client...

More information

Solution domain. Cloud PC Backup Startingkit for users. Date 26/05/2015 Sensitivity Unrestricted Our reference V1.0 Contact E-mail

Solution domain. Cloud PC Backup Startingkit for users. Date 26/05/2015 Sensitivity Unrestricted Our reference V1.0 Contact E-mail Solution domain Cloud PC Backup Startingkit for users Date 26/05/2015 Sensitivity Unrestricted Our reference V1.0 Contact E-mail Table of contents Table of contents... 2 1. What is Cloud PC Backup?...

More information

Spambrella SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide

Spambrella SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide January 24, 2015 Spambrella SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide Spambrella and/or other noted Spambrella related products contained herein are registered

More information

DarwiNet Client Level

DarwiNet Client Level DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4

More information

User Guide Setup, sales, purchase and support information for your Clear Books account

User Guide Setup, sales, purchase and support information for your Clear Books account User Guide Setup, sales, purchase and support information for your Clear Books account Digital Edition Contents 4 Chapter 1: Customising your Dashboard 7 Chapter 2: Setting up a Bank Account 12 Chapter

More information

Helpdesk manual. Version: 1.1

Helpdesk manual. Version: 1.1 Version: 1.1 Date: 06-May-2014 Introduction Once a new system has been delivered, or an update has taken place, issues could occur, questions raised and new functionality needed. You can register these

More information

SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide

SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide Email Encryption Customers who are provisioned for SaaS Email Encryption can easily configure their Content Policies

More information

Online Job Application Guide

Online Job Application Guide Instructions for the First-Time User 1. Go to www.mspb.ms.gov 2. Click on Job Seekers 3. Under MSPB Career Center, Click on Job Openings Important Notes for Applicants: When applying online, each applicant

More information

Cloud Services. Lync. IM/ Web Conferencing Admin Quick Start Guide

Cloud Services. Lync. IM/ Web Conferencing Admin Quick Start Guide Cloud Services Lync IM/ Web Conferencing Admin Quick Start Guide 10/14/2014 ACTIVATION LETTER An activation letter will be sent to the email account of your administrator contact. Please look for the following

More information

Invoices & Statements

Invoices & Statements Welcome to My Account a fast and easy way to manage your WinWholesale account online! This tutorial will provide you with step-by-step instructions for accessing and navigating the Invoices and Statements

More information

Site Administrator Guide

Site Administrator Guide Site Administrator Guide Trademark Notice Blackboard, the Blackboard logos, and the unique trade dress of Blackboard are the trademarks, service marks, trade dress and logos of Blackboard, Inc. All other

More information

Bank OnLine Commercial Administrator User s Guide

Bank OnLine Commercial Administrator User s Guide Bank OnLine Commercial Administrator User s Guide Rev12-15 P.O. Box 6469 Corpus Christi, Texas 78466-6469 Cash Management E-mail: CashManagement@AmericanBank.com Support Team: (361) 653-5296 Sales Team:

More information

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG...

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG... Table of Contents INTRODUCTION... 2 HOME PAGE... 3 Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG... 11 Raising a Service Request... 12 Edit the Service Request...

More information

Advanced Configuration Steps

Advanced Configuration Steps Advanced Configuration Steps After you have downloaded a trial, you can perform the following from the Setup menu in the MaaS360 portal: Configure additional services Configure device enrollment settings

More information

ESC Mobile App Guide

ESC Mobile App Guide ESC Mobile App Guide General Info and Installation Guide For Android Note: If you re just trying to demo the ESC Mobile app in our sample database, then all that is required is to download it from your

More information

MaaS360 Quick Start Guide

MaaS360 Quick Start Guide MaaS360 Quick Start Guide MaaS360 provides you with an easy-to-use interface for managing personally and corporately owned mobile devices. There are a few steps you must follow as part of set up and device

More information

Your Archiving Service

Your Archiving Service It s as simple as 1, 2, 3 This email archiving setup guide provides you with easy to follow instructions on how to setup your new archiving service as well as how to create archiving users and assign archiving

More information

AN INTRODUCTION TO QUICKBOOKS ONLINE. Getting Started Guide

AN INTRODUCTION TO QUICKBOOKS ONLINE. Getting Started Guide AN INTRODUCTION TO QUICKBOOKS ONLINE Getting Started Guide Copyright Copyright 2014 Intuit Ltd. All rights reserved. Intuit Australia Intuit Australia is a company registered in Australia - ABN 28 163

More information

Novell ZENworks Asset Management 7.5

Novell ZENworks Asset Management 7.5 Novell ZENworks Asset Management 7.5 w w w. n o v e l l. c o m October 2006 USING THE WEB CONSOLE Table Of Contents Getting Started with ZENworks Asset Management Web Console... 1 How to Get Started...

More information

ANZ Secure Gateway Virtual Terminal QUICK REFERENCE GUIDE NOVEMBER 2015

ANZ Secure Gateway Virtual Terminal QUICK REFERENCE GUIDE NOVEMBER 2015 ANZ Secure Gateway Virtual Terminal QUICK REFERENCE GUIDE NOVEMBER 2015 2 Contents Welcome 3 1. Getting Started 4 1.1 Virtual Terminal Activation 4 2. Configuring the Virtual Terminal 7 2.1 General Settings

More information

APNS Certificate generating and installation

APNS Certificate generating and installation APNS Certificate generating and installation Quick Guide for generating and installing an Apple APNS Certificate Version: x.x MobiDM Quick Guide for APNS Certificate Page 1 Index 1. APPLE APNS CERTIFICATE...

More information

Online Services User Guide

Online Services User Guide Online Services User Guide Welcome to online banking! Whether you re online or using a mobile device, access your accounts whenever and wherever it s convenient for you. Log In: BankMidwest.com Online

More information

Government buyer user manual System Requirements and Administration Version 2.0

Government buyer user manual System Requirements and Administration Version 2.0 Queensland Government etendering website Government buyer user manual System Requirements and Administration Version 2.0 July 2011 etender Help Desk phone 07 3836 0141 Table of contents 1 Introduction...

More information

Quick Start Guide: Iridium GO! Advanced Portal

Quick Start Guide: Iridium GO! Advanced Portal Quick Start Guide: Iridium GO! Advanced Portal Contents Set-Up... 3 Overview... 4 Main Tab 1: General... 5 Status.... 5 Settings... 8 Audio.... 8 GPS.... 9 Tab 2: Communication... 9 Wi-Fi... 9 Satellite...

More information

Index. Page 1. Index 1 2 2 3 4-5 6 6 7 7-8 8-9 9 10 10 11 12 12 13 14 14 15 16 16 16 17-18 18 19 20 20 21 21 21 21

Index. Page 1. Index 1 2 2 3 4-5 6 6 7 7-8 8-9 9 10 10 11 12 12 13 14 14 15 16 16 16 17-18 18 19 20 20 21 21 21 21 Index Index School Jotter Manual Logging in Getting the site looking how you want Managing your site, the menu and its pages Editing a page Managing Drafts Managing Media and Files User Accounts and Setting

More information

Accounts. Step by Step Data Setup Wizard and How to Guide. online

Accounts. Step by Step Data Setup Wizard and How to Guide. online online Accounts Step by Step Data Setup Wizard and How to Guide Main Tel. 0845 450 7304 Support Tel. 0844 484 9412 Email info@liquidaccounts.com Free 30day trial www.liquidaccounts.com Page 1 Online Accounts

More information

Faith Lutheran College, Redlands. Install and Setup Office 365

Faith Lutheran College, Redlands. Install and Setup Office 365 Faith Lutheran College, Redlands Install and Setup Office 365 Table of Contents Install Office 365... 3 Set up my current Office desktop programs to work with Office 365 for business... 4 Connect your

More information

Your Guide to setting up Sage One Accounting from your Accountant. Setting Up Sage One Accounting

Your Guide to setting up Sage One Accounting from your Accountant. Setting Up Sage One Accounting Your Guide to setting up Sage One Accounting from your Accountant Setting Up Sage One Accounting 1 Contents Introduction Introduction...3 Quick Start Guide entering key business information...4 Set Up

More information

Sophos Mobile Control Administrator guide. Product version: 3.6

Sophos Mobile Control Administrator guide. Product version: 3.6 Sophos Mobile Control Administrator guide Product version: 3.6 Document date: November 2013 Contents 1 About Sophos Mobile Control...4 2 About the Sophos Mobile Control web console...7 3 Key steps for

More information

Configuring Salesforce

Configuring Salesforce Chapter 94 Configuring Salesforce The following is an overview of how to configure the Salesforce.com application for singlesign on: 1 Prepare Salesforce for single sign-on: This involves the following:

More information

User Guide Overview to Access, Passwords, Navigation and Notifications

User Guide Overview to Access, Passwords, Navigation and Notifications OVERVIEW This User Guide is an overview to understand how to access the isupplier Portal, navigate through the system and understand the notification sent from the automatic system email notification to

More information

Virtual Switchboard Product Guide

Virtual Switchboard Product Guide Product Guide Table of Contents Product description... 3 Homepage description... 3 the header... 4 the central part... 4 The middle part... 5 The footer... 5 Website ergonomics... 6 Our rates... 7 The

More information

ERPLY Accounting user guide

ERPLY Accounting user guide ERPLY Accounting user guide accounting.software@erply.com Last changed: 20.10.2013 Table of Contents 1. GENERAL... 4 1.1. THE LAYOUT OF ERPLY ACCOUNTING... 4 1.2. KEY COMBINATIONS... 4 1.3. MAIN PAGE AND

More information

Portal Administration. Administrator Guide

Portal Administration. Administrator Guide Portal Administration Administrator Guide Portal Administration Guide Documentation version: 1.0 Legal Notice Legal Notice Copyright 2013 Symantec Corporation. All rights reserved. Symantec, the Symantec

More information

HEALTH SAVINGS ACCOUNT EMPLOYER WEBSITE GUIDE

HEALTH SAVINGS ACCOUNT EMPLOYER WEBSITE GUIDE REGISTERING YOUR ACCOUNT FOR ONLINE ACCESS HEALTH SAVINGS ACCOUNT EMPLOYER WEBSITE GUIDE A note to accountholders with multiple account types with Sterling HSA: We now support a single login for all of

More information

External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System

External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System In order to submit data for any Department of Audits and Accounts (DOAA) web application,

More information

INTRODUCTION SAHAJ ACCOUNTING

INTRODUCTION SAHAJ ACCOUNTING INTRODUCTION Welcome to SAHAJ ACCOUNTING software, not just accounting, complete business solutions. Whether you plan to manage your personal accounts or the finances of your business, you can use SAHAJ

More information

MultiSite Manager. User Guide

MultiSite Manager. User Guide MultiSite Manager User Guide Contents 1. Getting Started... 2 Opening the MultiSite Manager... 2 Navigating MultiSite Manager... 2 2. The All Sites tabs... 3 All Sites... 3 Reports... 4 Licenses... 5 3.

More information

In order to use Elements Mail, you must have an active Elements CRM account.

In order to use Elements Mail, you must have an active Elements CRM account. Introduction Welcome to Elements Mail! This Setup Guide will assist you in getting your Elements Mail App configured and up and running. Once you ve setup the app, your job is complete. Elements Mail does

More information

Drake Hosted User Guide

Drake Hosted User Guide Drake Hosted User Guide Last Revision Date: 11/23/2015 Support.DrakeSoftware.com (828) 524-8020 Drake Hosted User Guide Copyright The Drake Hosted User Guide, Drake Tax Software, and any other related

More information

Elastic Detector on Amazon Web Services (AWS) User Guide v5

Elastic Detector on Amazon Web Services (AWS) User Guide v5 Elastic Detector on Amazon Web Services (AWS) User Guide v5 This guide is intended for Elastic Detector users on AWS. Elastic Detector is available as SaaS or deployed as a virtual appliance through an

More information

Support System User Guide

Support System User Guide Support System User Guide The Virtual Office support system provides users with a useful way to submit and track issues and resolutions. This feature- rich system is one more way that VO provides customers

More information

Bank of Brodhead Mobile App

Bank of Brodhead Mobile App Getting Started... 2 Logging on to the App Initially... 2 Main Menu and Dashboard... 2 Accounts... 2 Adding Accounts from Other Financial Institutions... 3 Bills... 3 Transactions: Viewing, Searching,

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

time to get started Intuit QuickBooks Online Quick tips to get you up and running Create and manage invoices Track expenses See how you are doing

time to get started Intuit QuickBooks Online Quick tips to get you up and running Create and manage invoices Track expenses See how you are doing Intuit QuickBooks Online time to get started Quick tips to get you up and running Create and manage invoices Track expenses See how you are doing See inside to learn how you can get the most out of QuickBooks

More information

Personal Online Banking & Bill Pay. Guide to Getting Started

Personal Online Banking & Bill Pay. Guide to Getting Started Personal Online Banking & Bill Pay Guide to Getting Started What s Inside Contents Security at Vectra Bank... 4 Getting Started Online... 5 Welcome to Vectra Bank Online Banking. Whether you re at home,

More information

What s New in Ifbyphone Version 3.2?

What s New in Ifbyphone Version 3.2? What s New in Ifbyphone Version 3.2? Ifbyphone Version 3.2 includes a variety of new and improved applications and features. We ve integrated your feedback into enhancements including new Home Page Dashboards,

More information

1 Mhelpdesk LLC. mhelpdesk.com @mhelpdesk

1 Mhelpdesk LLC. mhelpdesk.com @mhelpdesk 1 Mhelpdesk LLC. mhelpdesk.com @mhelpdesk Mhelpdesk Success Stories Mhelpdesk has allowed us to out-compete our competition big and small! Before incorporating Mhelpdesk into our business, we were scattered

More information

E-FILE. Universal Service Administrative Company (USAC) Last Updated: September 2015

E-FILE. Universal Service Administrative Company (USAC) Last Updated: September 2015 E-FILE USER GUIDE This document providers E-File users with an overview of E-File account management, managing entitlements, and instructions on how to submit forms, such as the FCC Form 498, FCC Form

More information

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175 / 1 Online Banking User Guide SouthStateBank.com / (800) 277-2175 Welcome Thank you for using South State s Online Banking. Whether you are a first time user or an existing user, this guide will walk you

More information

Booth Gmail Configuration

Booth Gmail Configuration Student email is accessed via a Booth branded Gmail service. Student mailboxes will be accessed via Gmail. Configure Gmail Settings Before you connect Gmail to send and receive Booth Gmail on your mobile

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

How to Login Username Password:

How to Login Username Password: How to Login After navigating to the SelecTrucks ATTS Call Tracking & Support Site: www.selectrucksatts.com Select Corporate Link to login for Corporate owned Centers/Locations. Username: Your Email Address

More information

ONLINE MERCHANT PORTAL USER GUIDE

ONLINE MERCHANT PORTAL USER GUIDE ONLINE MERCHANT PORTAL USER GUIDE MARCH 2015 Content 1. Introduction... 3 1.1. Payments History... 3 2. Getting Started... 4 2.1. Registration... 4 2.2. Logging into Your Account... 6 3. Home Page... 7

More information

BackupAgent Management Console 4.0.1 User Manual

BackupAgent Management Console 4.0.1 User Manual BackupAgent Management Console 4.0.1 User Manual May 2011 Version 1.0 Disclaimer This document is compiled with the greatest possible care. However, errors might have been introduced caused by human mistakes

More information

User Manual. CitiDirect \ CitiDirect EB - Citi Trade Portal. InfoTrade Phone No. 0 801 258 369 infotrade@citi.com

User Manual. CitiDirect \ CitiDirect EB - Citi Trade Portal. InfoTrade Phone No. 0 801 258 369 infotrade@citi.com CitiDirect \ CitiDirect EB - Citi Trade Portal User Manual InfoTrade Phone No. 0 801 258 369 infotrade@citi.com CitiDirect HelpDesk Phone No. 0 801 343 978, +48 (22) 690 15 21 Monday Friday 8.00 17.00

More information

Anchor End-User Guide

Anchor End-User Guide Table of Contents How to Access Your Account How to Upload Files How to Download the Desktop Sync Folder Sync Folder How to Share a File 3 rd Party Share from Web UI 3 rd Party Share from Sync Folder Team-Share

More information

Configuring an ios App Store application

Configuring an ios App Store application Chapter 138 Configuring an ios App Store application You can deploy a free ios mobile application or deploy ios mobile applications purchased in bulk through the Apple Volume Purchase Plan. (You cannot

More information

Contents 1 Overview 2 Steps to run an Excel Add-In Setup: 3 Add-Ins 4 LOGIN 5 SEND SMS 5.1 Send Text or Flash Sms 5.2 Select Range 5.

Contents 1 Overview 2 Steps to run an Excel Add-In Setup: 3 Add-Ins 4 LOGIN 5 SEND SMS 5.1 Send Text or Flash Sms 5.2 Select Range 5. Contents 1 Overview 2 Steps to run an Excel Add-In Setup: 3 Add-Ins 4 LOGIN 5 SEND SMS 5.1 Send Text or Flash Sms 5.2 Select Range 5.3 Selected Range Preview List 5.4 Scheduling of Messages 5.5 Scheduled

More information

B&SC Office 365 Email

B&SC Office 365 Email B&SC Office 365 Email Microsoft Office 365 In its continuous efforts to provide the highest quality student experience, Bryant & Stratton College is giving students access to a new tool for accessing email.

More information

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175 / 1 Online Banking User Guide SouthStateBank.com / (800) 277-2175 Welcome Thank you for using South State s Online Banking. Whether you are a first time user or an existing user, this guide will walk you

More information

Administrator's Guide

Administrator's Guide Administrator's Guide Copyright SecureAnywhere Mobile Protection Administrator's Guide November, 2012 2012 Webroot Software, Inc. All rights reserved. Webroot is a registered trademark and SecureAnywhere

More information

Resource Online User Guide JUNE 2013

Resource Online User Guide JUNE 2013 Resource Online User Guide JUNE 2013 CHASE PAYMENTECH SOLUTIONS MAKES NO WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES

More information

For details about using automatic user provisioning with Salesforce, see Configuring user provisioning for Salesforce.

For details about using automatic user provisioning with Salesforce, see Configuring user provisioning for Salesforce. Chapter 41 Configuring Salesforce The following is an overview of how to configure the Salesforce.com application for singlesign on: 1 Prepare Salesforce for single sign-on: This involves the following:

More information

RM Site Creator for Office 365. A Quick Start Guide to the RM Site Creator for Office 365 app

RM Site Creator for Office 365. A Quick Start Guide to the RM Site Creator for Office 365 app RM Site Creator for Office 365 A Quick Start Guide to the RM Site Creator for Office 365 app Introducing RM Site Creator for Office 365 RM Site Creator takes the complexity out of using Office 365 SharePoint.

More information

Xerox econcierge Account Setup Guide

Xerox econcierge Account Setup Guide Xerox econcierge Account Setup Guide Xerox econcierge Account Setup Guide The free Xerox econcierge service provides the quickest, easiest way for your customers to order printer supplies for all their

More information

Store & Share Quick Start

Store & Share Quick Start Store & Share Quick Start What is Store & Share? Store & Share is a service that allows you to upload all of your content (documents, music, video, executable files) into a centralized cloud storage. You

More information