The tasks are presented in a logical order, but you should adjust the Checklist as necessary to meet your own needs. Consult with your Accountant for advice on organizing your own Checklists to ensure the efficiency and security of the OpenPro Software Business Operations.

Please use the checklist sheet as a summary of this guide.

Login Screen for OpenPro Client for Windows.

The following OpenPro login information will show up on the screen:

First, log in as admin/openpro/demo.

If you are at the server, then you can log in by using the following URL: http://localhost/openpro/

This action should take you to the following page:

If any errors show up, make a note of the error and email: supportop@openpro.com

• Login as admin with the password openpro, and the company location as demo.
• Check the registration information, to see if the product is registered correctly.
• With the demo system you can login as admin with the password of admin.
• Then go to rules setup and maintain the system rules.

See the detailed setup instructions in the Setup Guide.

When logging into the OpenPro Standard Solution, you are presented with the following options:

• User Login: Enter the Username we assigned you when you requested your evaluation copy. This will be the same Username as the Username you use to log into the OpenPro website. Use Admin for the demo company.
• Password: Enter the password openpro, all lower case. This will be the same password as the password you use to log into the OpenPro website. The password you type into this field will not display on your screen; instead asterisks (*) will represent the password for security purposes.
• Company ID: Enter in upper case: DEMO.

On the top menu bar, to the far right of the screen, the following buttons are available:

• LOGOUT: Brings you back to this login screen.
• HELP: Click to see detailed help information about the screen you are working on.
• MANUAL: Detailed manuals/guides about each application, including policy and procedures.
• SUPPORT: Online support during normal business hours, or questions can be emailed to us at supportop@openpro.com.
• HOME: Takes you back to the main menu screen.

Once your Username and password have been successfully authenticated, the main application desktop will appear, as shown below:

If you get any other error, verify the Username and password used, and take a note of the error message on the left hand of the screen. That will give you a hint if the password is incorrect, etc.

If you do not reach the application desktop, verify that you have entered your Username and password correctly. Also keep in mind that we have limited the number of concurrent sessions. Our server may be busy when you try to log in initially. Try again later and see if this corrects the problem. If you are still experiencing difficulty, visit the Frequently Asked Questions (FAQ) section of our website. Or contact Customer Service at opinfo@openpro.com.

Figure 1.2: Main Application Desktop for the Windows Client

On the top menu bar, to the far left of the screen, the following buttons are available:

• Printer Icon: Prints information on the right hand screen, such as print reports. Also, you may right click your mouse and choose the print option.
• Calculator: An on-line 10 key calculator.
• Messenger Services: This option can be used to send instant messages to anyone who is logged into the system.

The menu bar also shows you what version of the software you are running, your login information, and the IP address that you are logged in from. This information is also stored in the database for historical and security purposes. To the right of the top menu bar are the following:

• Logout: Brings you back to the main login screen.
• Help: Click to see detailed help information about the screen you are working on.
• Manual: Detailed manuals/guides about each application, including policy and procedures.
• Support: Online support during normal business hours, or questions can be emailed to supportop@openpro.com.
• Home: Takes you back to the main menu screen.

On the application menu section at the bottom of the menu:

• Enable Autohide: This will make the menu disappear until you move the mouse over to the far left of the screen, then you will see the menu reappear.
• Disable Autohide: This makes the menu fixed, always open and on top of the screen.
• The Globe is used as the messenger between machines.
• The Application menu is user definable; based upon your Login ID you can have different items on this menu.

If you login as an administrator, you have the capability to change the menu, names of the fields, etc.

The open source Gecko layout engine was developed as part of the Mozilla project. The following browsers are fully supported:

• Mozilla
• Netscape Navigator (version 5 or Later)
• Mozilla Firefox (formerly Firebird and Phoenix)
• Explorer Version 5.5 and Above
• AOL
• Google CHROME
• Mac OSX Camino for Mac (Formerly Chimera)

Other lesser used browsers may work, but our support group will not support are:

• Epiphany, GNOME's current default browser
• K-Meleon for Windows
• Kazehakase very light GTK2 web browser for GNU/Linux
• Beonex Communicator
• IBM Web Browser for OS/2
• Aphrodite
• Salamander
• Skipstone
• BackArrow (based on Skipstone) embedded in AOL's interface on Mac OS X and in Compuserve's interface since version 7

The proprietary Trident layout engine was developed by Microsoft for use in their web browser, Internet Explorer:

• Avant Browser
• Crazy Browser
• iRider
• MSN Explorer
• Maxthon (formerly MyIE2)
• NeoPlanet

The open source KHTML layout engine was developed by the KDE project:

• Konqueror
• Safari
• ABrowse
• OmniWeb (4.5 and later)
• SkyKruzer
• Shiira

• Dillo
• IBrowse
• AWeb
• Voyager
• Espial Escape
• HotJava
• Arachne

This section details the steps required to log into your evaluation copy of the OpenPro ERP software. This demo system works on any client from Windows 98, 200X, CE and XP, or Apple systems with browser or Linux operating systems.

The configuration of your browser must match the following options.
To configure your browser go to TOOLS > OPTIONS
Security and Privacy needs to be set to MEDIUM, and to allow cookies.

If it is not set to Medium, you will receive some errors logging into the system.

Depending on the packages purchase, you can enter test transactions into that part of the system and verify that everything is functioning properly before setting up your new company. If everything is functioning as needed, then you can move on to the next section.

Admin/Create new company is where you can add a new company to the OpenPro database.

Fill out the new company ID and all the fields, then copy all tables from the DEMO system. Even if you are not going to use the demo Chart of Accounts, still copy all tables from the DEMO: REP 101, emp 101, admin, admin, admin, openpro. Copy all menu options should also be checked, as shown below:

When logged into the demo company, go to Admin, then create a new company.

Fill out the company ID (10 characters or less, all upper case and no spaces) used as a short version of the company.

• Location ID – is the location you are going to log into this new company, each company can have as many divisions as needed, and this will just be the first division of the company. (All upper case, 10 characters or less)
• Location Name – can be updated after you create the company.
• Location Phone number – can be updated after you created the new company.
• REP #, EMP # First and Last Name and USER ID and Password — this is to create the first user for the new company and can be removed after you create more Login IDs.

When the copy is complete you will receive the following messages:

There are two ways to exit the OpenPro Standard Solution. You could click on the standard X icon in the upper right hand corner of the main application window. This will immediately close the application and return you to your computer desktop.

Or, the best way to log out, is to use the System menu’s LOGOUT OpenPro option. To exit the application and return to your computer desktop using this method, select the Logout OpenPro option from the System Module’s drop-down menu, as shown below:

Figure 1.5: Exit OpenPro

After selecting this option, the application will close, returning you to your computer desktop.

Log into the new company:

Using the new Username, password and Location ID, enter this information in the create new company section.

To create new users, log into the new company. Go to rules setup, then Employee/Rep add.
Add each of your employees that need to log into the network system.
The user type depends on the menus you have set up and what you want the employees to see for each of those menus.

After the rep/employee has been added you need to then set up the login restrictions. This restricts that login to only go to the company you give them access to.

To add a new login restriction, go to ADD NEW RESTRICTION. To remove an existing login, just delete the restriction record.

To update the menu, you must log in as admin. Under the admin menu, select menu edit mode. Then click on enter menu edit mode.

The menu system is fully customizable; with the menu editor, you can add, change and delete menu items per login type. So, for example, someone in Accounts Payable only sees AP screen information.

When in menu edit mode, you have the capability to create a custom menu for each individual or a group of people.

When you select a category like admin, then you have the following options:

• EDIT in Blue,
• Copy in Green and
• Delete in RED.

The number next to the menu option is based upon what type of user can see that menu item. 0 says everyone can see that menu item. 2 is admin. The list shows the user level on the bottom of the left menu bar.

Create new users, or copy existing users rights to another user.

When adding a menu item: select the main menu category, say what user level can see this menu item, and say what name you want to display on the menu.

Script/URL is the program or web page that you want to run from this menu item. Target displays if you want to see the program results on the content page (to the right of menu) or a new web page. Attach to CAT is where the menu item shows up on the menu list.

The business rules table is used through the system to turn on and off business logic. After you update any changes to the default business rules, go to each package and set up the maintenance. (ie. item classes, vendor classes, customer classes) Set up the rules to make the Chart of Accounts format equal your layout, then you can do the following: (Max size of GL chart format is 64 digits):

1. Load your Chart of Accounts. (can be imported using assist import, or manually enter them)
2. Go back to update business rules with the new Chart of Accounts loaded.
3. Set up cash account (GL maintenance and/or check reconciliation)
4. Set up each application by going to the sub menu maintenance, fill out each menu item under maintenance. (ie. Set up vendor, item and customer classes. Classes are used throughout the process to distribute General Ledger account codes.)
5. Set up maintenance: under business rules fill out each sub table, like terms code, taxes, territory, shipping carriers, and shipping rates.
6. Set up for Inventory Control, item price codes, and commission codes.

• Are Passwords Used? – During entry of the system (should always be checked).
• Is Logging Used? – Logs each time you log into the OpenPro System.
• Remote Help – If checked, the help screens are coming from www.openpro.com.
• Remote Manual – If checked, the help manuals/guides come from www.openpro.com.
• Account Format – this is the format used for all GL accounts for this company.
• Retained Earnings – Default Retained Earnings account when you close a Year End.

Default Accounts Payable Account

• Default PO Liability Account — When you receive inventory and have not been invoiced yet, the dollars are stored in this account.

Default Accounts Receivable Account

• Interbranch Transfer Account — This account is used for transferring from divisions.
• Default Billing Rate – Used for calendar service and sales order processing, labor billing, IC costing method, based upon the company billing policy.

Use Bin level inventory — If you check this, then all inventory in and outs require a bin number.

If you want to post inventory to GL:

• Auto Fixed Lots – used if using inventory and change lot quantity during order entry and shipping processing
• Allow step calc for quotes or sales order configuration during quote processing.
• Next Numbers, show discount on invoice?
• Create Voucher on Receipt (will create a AP voucher during the Purchase Order Receipt Process)

Shipper can finalize Invoice during the shipping process; once the invoice is completed, it is closed.

Auto Assign Lot numbers – system will assign a lot when added to inventory Allow user to change Order Item Prices, and if there is a password it has to be entered in.

Allow override of commission percent.

2 digit year — If you enter in a 2 digit year, you must define whether you are talking about the 20th or the 21st century. This digit is called the century digit and you set this up in the business rules. The default number is 30. For example, if you enter in a number that is 30 or larger, like 31, then it will be recorded as 1931. If you enter in a number that is smaller than 30, like 02, then it will be recorded as 2002.

Allow PO approval on WO—During the work order process you can create a PO; this PO can be a request for PO or an actual PO.

The company address and contact information needs to be updated here.

Assist Import is designed to convert data from one system in a CSV format to OpenPro ERP Software. The first record of the data has to have the field names of the database you are importing into the system.

Here is an example of the GL Chart of Accounts excel file to be imported into the system.

You must take out all the special characters like ‘ and , in the data fields to have a clean import of the data.

You can get the list of data field names from the SQL database.

Import assist for other tables require some knowledge of the database. Assist Import for notes is designed to convert other system notes into OpenPro Notes. This will require linking multiple tables. For customer notes, the note type is customer, the table ID is ar_customers and the field ID is cust_ref.

OpenPro gives you full access to the database layout, so you can look up your field names for each database. Here is an example of the sm_notes table and each field:

If you need to put some fields together, on the header enter in the field name concat; it will add this field to the prior field. Here is an example of that in the notes:

We also have a generic importer, which will ask you what table you want to populate during importing.

The Chart of Accounts is a list of all of your account numbers, names, and descriptions. Accounts defined here will be used in almost every OpenPro module. You can access your Chart of Accounts by opening the General Ledger menu and selecting Chart of accounts.

In order to establish your own Chart of Accounts, you will need to add new accounts to your Chart of Accounts. You have three options at this point:

1. You may enter in all of the account information manually.
2. You may import existing account information using the Assist Import function.
3. You may choose to use the accounts provided in the OpenPro Demo system.

If you choose to create your accounts manually, start by selecting the Chart of Accounts option from the General Ledger main menu. This will bring you to the following screen:

From here you may elect to edit or delete an existing account, or add a new account. To add, click on the Add a New GL Chart of Accounts Record link at the top of the screen.

This will take you to the following screen:

To create the account, first define an account number. An account number should consist of a five-digit number followed by a hyphen, and then a three-digit number. For the best results in choosing account numbers, consult with your accountant.

Next, you can choose to define a location ID if your company consists of more than one location. Enter in the location name to make the account available only to transactions that occur at the specified location. Leaving this field empty will make the account available to all locations.

The next step is to select whether or not the account will be inactive. This will make the account appear in the Chart of Accounts so that it can be activated later, but will make it unavailable to other OpenPro functions. This option is tailored more to preexisting accounts.

Next, you will enter in account descriptions. The first field (Account Description #1) is basically the name of the account. This description will appear in conjunction with the account number in every OpenPro function in which accounts are used and will allow you to easily identify the account. Some examples of account names would be Purchases – Tools, Travel Expenses, Salaries and Wages Payable. The second description field provides an optional space to enter in further account descriptions that will be displayed in the Chart of Accounts.

The next step is to select the type of account you are creating using the pull down menus. You must define a Finance Type (either Balance Sheet or Profit or Loss), a Balance Type (either Debit or Credit), and Summary Details (either Summary or Details). To determine what Finance and Balance Type to choose for your account, consult with your accountant. Choosing a Summary Details selection will determine whether or not the details of the account will be displayed on reports.

Finally, you may choose to enter notes for the account. This field is optional. When completed, click on the Add button to add the account to your Chart of Accounts. Once entered, all of the account information, except for the account number, will be open to editing from the Chart of Accounts menu.

In order to import accounts, you must have your preexisting account information in a CSV format. Use the OpenPro Assist Import function to facilitate the process. Assist Import is designed to convert data from one system in a CSV format to OpenPro ERP Software. Start by opening the Assist Import selection from the main menu and clicking on GL Charts. This will take you to the following screen:

From this screen you can search your computer and select the appropriate CSV file by using the Browse button.

The first record of the data has to have the field names of the database you are importing into the system. You must take out all the special characters like and, in the data fields to have a clean import of the data.

The following is an example of the GL Chart of Accounts Excel file to be imported into the system.

You can get the list of data field names from the SQL database.

When you first install OpenPro ERP Software on your computer, all of the accounts from the demo system will automatically be entered into your Chart of Accounts. You may choose to keep these accounts or delete them.

After setting up your Chart of Accounts, you will need to update your Business Rules and enter in the new account information. This will set up the basic financial parameters of your system and provide default company information for the software.

Start by opening up the Rules Setup menu and selecting Business Rules.
Choose the location you would like to edit and click on the Select button.
This will take you to the following screen:

The accounts that you will need to update are the 5 accounts (Retained Earnings, Accounts Payable, PO liability, Accounts Receivable, and Interbranch Transfer Account) at the top of the screen. If you did not change these accounts from the ones provided in the demo, you can skip this step.

Copy down the account numbers from your Chart of Accounts that correspond to the fields in Business Rules and enter them in. If you are not using certain OpenPro modules, such as Accounts Payable, the software still requires you to enter an account number. Enter in any number as a dummy account and it will not be used.

When you are finished updating your Business Rules, scroll to the bottom of the screen and click on the Save button.

Cash accounts are the accounts that interface your G/L Chart of Accounts with your bank accounts.

Start by either selecting Cash Acct from the Bank Reconciliation menu, or by selecting Cash Acct from the General Ledger’s Maintenance menu. This will take you to the following screen:

Each bank account that your company uses should have its own cash account in your system. To edit an account, click on the Edit link next to one of the existing accounts. To create a new cash account, click on the Add New GL Checking link at the top of the screen.

This will take you to the following screen:

Start by entering a Cash Code. Choose any unique name to identify your bank account. This name will be displayed whenever cash accounts are used directly.

<>note important>Important note: Fields with names in blue text are required, those without blue text are not required.</note>

Next, enter a Cash Description. This will further help you identify your cash account. This field is especially useful if you are entering in multiple bank accounts from any one bank.

Then, enter in the Bank Name and location information. These fields are optional.

You can also enter information for a contact at the bank if you have one. This includes the contact’s title, phone number, fax, and email. At least one phone number from the bank is required in your cash account.

The next step is the most important for interfacing your bank account with your OpenPro G/L accounts. Choose an account from your G/L Chart of Accounts using the drop down menu to correspond to your Checking Account and Savings Account.

Introduction
Almost every OpenPro system module has its own Maintenance items. Maintenance information provides options for menu choices and formats under which OpenPro functions will run.

Following is the order of the maintenance modules in this guide. You do not have to configure the maintenance modules in this order. Order of modules for maintenance setup:

• Rules Setup
• General Ledger
• Payables
• Receivables
• Inventory Control
• Sales Orders
• Purchase Orders
• Manufacturing
• Job Costing
• Payroll
• Executive Dashboard
• Contacts

There are seven different Rules Setup Maintenance items: communication document types, companies, shipping carriers, shipping rates, tax sales tables, terms codes, and territories.

Communication Document Types specify the kinds of documents that you can create and print. These are associated with systems based on with whom they are meant to communicate. Start by opening the Maintenance menu under Rules Setup and clicking on Comm Doc Types. This will take you to the following screen:

To edit an existing document type, click on the Change button. To add a document type, click on the Add new type link.

This will take you to the following screen:

Choose a system from the drop down menu and enter a document name. Click the Add button when you are finished.

The tax sales tables selection allows you to create tax codes for different areas that will be used for sales purposes. To add or change tax codes, select Tax Sales Tables under the Rules Setup Maintenance menu. This will take you to the following screen:

Add tax codes by clicking on the blue Add new Tax Code link.

This will take you to the following screen:

Enter the name of the tax code in the Tax Code field. You can also elect to add a description for help in identification and notes. Next add a description for a kind of tax and a G/L account to correspond. You might, for instance, have State Sales Tax and County Sales tax as descriptions on two separate lines.

Next, specify a tax percentage and an upper sales limit if the tax will only apply to sales over a certain amount.

Check the tax-on-tax box (T.O.T.) if the taxes you are entering will be summed to a total tax amount. Use this function if, for instance, you have county, state, and federal taxes that sum up to a total. An example of when you would not use T.O.T. is if your taxing government body has multiple tax brackets where they charge different percentages for increasing sales amounts. In this case, each line of description would display a separate tax bracket that should not be charged in conjunction with other tax brackets.

The Region maintenance selection allows you to define many regions or edit existing locations. This is useful if you have multiple warehouses for inventory, or if your company has a corporate headquarters and satellite offices. To begin, select Company Region from the Rules Setup Maintenance menu. This will take you to the following screen:

The company maintenance selection allows you to define new company locations or edit existing locations. This is useful if you are using multiple warehouses for inventory, or if your company has a corporate headquarters and satellite offices. To begin, select Company from the Rules Setup Maintenance menu. This will take you to the following screen:

To add a location, click on the Add New Location link.

This will take you to the following screen:

First, add a location ID and a name. These parameters will help you identify the location in the OpenPro system. You can also choose to upload an image of the location if you wish to. Next, enter in the location’s address, phone number, and fax number. You can also enter a default tax for that location.

The next step is to define the Fixed and Variable Overhead and to choose an Overhead Method from the drop down menu. The Overhead method is only used for manufacturing and if you are not using manufacturing, it can be anything.

Next, choose the managers at the location you are creating. The choices that show up for managers are taken from the Employees/Reps selection in the Rules Setup menu.

Till Amount setup is for Point of sales transactions only; this is the amount in the cash register to start with for the day.

Territories and Tax Table Codes are defined in the other Rules Setup maintenance selections. Warehouse choices are taken from the existing company locations.

When you are finished, click on the Save button to add the new company location.

Shipping carriers are used when defining shipping rates, which will be covered in the next section. To enter a shipping carrier into the system, first go to Shipping Carriers under the Rules Setup Maintenance menu. This will take you to the following page:

To edit an existing shipper, click on the Edit link. To add a shipper to the list, click on the Add New Shipper link.

This will take you to the following screen:

Start by adding a Shipper ID and a description. These fields will help you identify your shipper in the Shipping Carriers menu. Note: the Carrier and Price Type fields are the parameters that will be displayed in other OpenPro functions like Shipping Rates; it is important that you fill these out.

Next, enter in a phone number for the shipping company. You can also choose to associate the shipper with a vendor from your Payables section. Enter in an account number for financial interfacing and a Carrier URL for tracking. You can choose to check the boxes for the remaining parameters if they apply to the shipper. When you are done, click on the Add button.

Shipping rates define prices for different methods of shipment and different carriers. Shipping rates are used in sales order shipments and they can be selected as customer defaults in the Sales Orders and Receivables selections.

To add or change a shipping rate, select Shipping rates from the Rules Setup Maintenance menu. The following screen will appear:

From here, add a shipping rate by clicking on the Add New Shipper Rate. The following screen will appear:

From here, choose a Shipper ID from the drop down menu. Your choices will be taken from the shipping carriers you created.

Next, you have the option of specifying a Provider. You can also check the Default box to make that shipping method the automatic default for all shipping processes. Next, enter in the method of shipment in the Type field. Some examples would be overnight delivery, two-day air, and truck.

Next, enter in a cost-per-weight under the Cost per weight amount field. Enter in a base price in the Start field. This price will be charged regardless of the weight or quantity of your shipment. When you are finished, click on the Add button and your shipping rate will be available for use in other OpenPro modules.

Terms codes define the terms of payment for Payables and Receivables. To add or change a terms code, select Terms Codes from the Rules Setup Maintenance menu. The following screen will appear:

From this screen, edit payment terms by clicking on the Edit link and delete terms by clicking on the Delete link. If you would like to add a term, click on Add new Terms.

This will take you to the following screen:

To create a terms code, first enter a code into the Terms Code field. This code name will be used to identify the payment method in OpenPro systems and menus. Enter in a description that appropriately defines the terms of payment.

Next, enter in notes for further description. The field is required, so if you do not have any notes to add at the time, enter in N/A or something similar.

Next, you may choose to either enter a due date or a number of days. The due date specifies that payment will be due by a certain day of the month following the month in which the invoice was posted (this is the Proximo method of payment). The Days field specifies that payment will be due within a certain number of days after the invoice is posted. Note: since both the Due and Days fields are required entries, you can make an entry in one field and enter 0 in the other.

Next, you may choose to enter a discount. Discounts can be used if customers will receive a discount by paying before a certain day of the month, or by paying within a certain amount of time after their order is entered. Discount types are user-defined. A discount percentage is required for your terms code. If you do not wish to use discounts, enter 0 in this field.

Then, choose which OpenPro financial system you would like to use for the terms code. You can choose payables for transactions with vendors, receivables for sales with customers, or both. The next step is to choose a type of payment.

The main choices are cash, check, or credit. If you choose credit, you can also pick an authorization method from the drop down menu.

Lastly, you may elect to select the terms code as your default for all of your payments to vendors by checking the box at the bottom of the screen. When you are finished, click on the Add button to create the term code. Now you can select the term as a customer/vendor default, use it in sales/purchase orders, or use it in Payables and Receivables.

The foreign currency rate table is used if you have multi-currency turned on. This gives you the capability to run payables and receivables in different currency rates. Note: if this feature does not apply to your business, skip this section of the guide.

Territories are used to define different parts of the country or of the world in which you might have company locations. This function will be useful if your company has multiple headquarters with satellite offices in different areas.

Start by choosing Territory from the Rules Setup Maintenance menu. This will take you to the following screen:

To add a territory, click on the Add New Territory link. This will take you to the following screen:

To create a territory, first enter a territory name. Next, choose the supervising manager in charge of that territory (manager choices are taken from the Employees/Reps list).

Then, enter a description to further help identify the territory. You can then enter a county name and state, if applicable. Lastly, you have the option of adding notes to your entry. When completed, click Add to finish creating the territory.

There are three items in the General Ledger Maintenance menu: Cash Acct, Fiscal Periods, and GL Templates.

Please refer to Step 11 of this guide for information on setting up cash accounts.

The fiscal periods selection allows you to define the number and lengths of the periods in your fiscal year. Fiscal periods are used throughout the General Ledger for organizing, summarizing, and displaying your financial activities.

When financial transactions or journal entries are entered, the summary and detail information can be found in the period in which they were posted.

To edit or add a fiscal period, select Fiscal Periods from the General Ledger Maintenance menu. This will take you to the following screen:

This screen shows your fiscal periods categorized by year. It shows the number and start/end dates of your periods, and whether or not they have been closed.

To add or change a fiscal period from an existing year, click on the Edit link to the left of that year. To add a fiscal year, click on Add a New Fiscal Period. This will take you to the following screen:

The process for creating a fiscal year is fairly simple. Enter in a year and the start/end dates for each period you wish to use. If you would not like to use all of the 13 periods provided, leave the extra date fields empty. Note: you will not want to check the Closed boxes for current or future periods; this is used when editing existing entries.

For the Current Period field, you can enter in any period number. This will be especially useful if you are installing and running OpenPro software in the middle of your fiscal year, but want to import previous data for past periods. You can also choose to enter in a Reporting Period if your company typically reports your financial data at a certain time each year. When you are finished, click on the Save button.

There are four items in the Receivables Maintenance menu: Customer Class, Deposit Details, Gen Rec Templates, and Rebates.

Customer Class allows you to create classes to categorize customers and associate them with your General Ledger accounts. To use Customer Class, select it from the Maintenance menu under Receivables. This will take you to the following screen:

From here you are able to edit or delete existing customer classes, or add new classes.

To add a new class, click on Add Customer Class at the top of the screen. This takes you to the following screen:

To create a class, first enter a class ID and a description. The class ID is a code that is used to identify your customer class in other OpenPro menus. If you would like the customer class you are creating/editing to be the default class when you add new customers, check the box next to Default.

Next, choose from the Balance, Finance, and Statement options to define the class’s balance type, open or forward; the financing, none or percent or amount; and the Statement periodicity, ranging from weekly to yearly.

Then, choose the account numbers for each of the given account types. You must choose these from the pull down menu, which shows the accounts you created in General Ledger. The following screen shows a sample customer class from the OpenPro demo site.

• Receivable Account – GL Balance Sheet Account for Accounts Receivable cash receipt process and Sales Order Posting.
• Sales Account, Returns account Customer Discount Accounts – Only used if in the business rules post sales by customer is on.
• Cost of Sales Account – Cost of sales during order processing
• Sales Tax Account – Only used if no specific sales tax was selected in rules setup; sales tax accounts are the normal accounts used.
• Shipping, Discount accounts, Inventory — Used from sales order processing.

After choosing the accounts, if you are finished, click on the Save button. Your customer class will now be available to assign to customers. To do this, click on Customer Find under Receivables, and choose a customer to edit. You will be able to assign that customer a customer class by choosing a class from the Default AR class pull down menu.

General Receivables Templates allows you to create templates to use as a default configuration when making receivables entries. These templates can also be assigned to customers.

To make a general receivables template, select Gen Rec Templates from the Receivables Maintenance menu. This will take you to the following screen:

From here you can edit, delete, and preview existing templates or create a new one. To add a new template click on Make a new Template. This brings up the following screen:

Start by entering a template name. This is the name you will see in other OpenPro menus. Next, choose the AR account and the payment terms from the pull down menus. If you wish, you can also add notes.

The next step is to choose the accounts to go on your template. Select accounts from the pull down menu and then you can choose to select a job and/or a location for each account. Enter the debits and credits for your accounts and, when you are done, click on the Add button to finalize your template.

To use a template, you can assign it as a customer’s default by choosing a customer to edit using the Customer Find function under Receivables. From the edit screen, choose the template from the Default Template pull down menu.

You can also use a template by choosing a customer and clicking the +A/R button to add a receivables entry. From the entry screen, choose a template from the pull down menu at the top of the screen and click on the paint can icon to apply it.

The Rebates feature allows you to define rebates for inventory items that can be used in different OpenPro modules including Inventory Control and Sales Orders. To create a rebate, first click on Rebates in the Receivables Maintenance menu. The following screen will come up:

Here, you can edit, delete, or add rebates.

To make a new rebate, click on Add New Rebate. This will take you to the following screen:

To create a rebate, first type in the rebate’s name in the Promo field. Next choose the rebate’s type from the pull down menu. Note: rebate types can be added or modified by going to Rules SetupTable and choosing Rebate types for order discounting from the pull down menu.

Next, type in the rebate dollar amount. Then, type in a brief description. Enter the starting and ending dates. Next, choose the line type. Your choices are All, Activation, and Upgrade.

To assign your rebate to an inventory item, choose an item to edit by using the Item Find function in the Inventory Control menu. Choose your rebate from the list at the bottom of the edit page.

To add a new customer to the System, click on the Make a New Customer HERE button.

Fill out all the required fields, and then click here to duplicate the bill will duplicated the information to ship to that location. Then add the customer.

Once the customers have been added, you can then add Receivables Balances using the REC ADD option on the customer find screen.

This is used to add customer balances to the system. Then, you can check the customer balance by clicking on the HISTORY button.

There are six items in the Payables Maintenance menu:

1. Class
2. Manual Check
3. Rates Editor
4. Rates Links
5. Templates, and
6. Void Checks

The Classes selection allows you to create vendor classes that will automatically distribute financial information from payables transactions to the desired accounts in the General Ledger.

To edit or add a Payables class, first click on Class in the Payables Maintenance menu. This will take you to the following screen:

From here, you can view the existing classes and edit these, or add new ones.

To add an AP class, click on the Add New Class link at the top of the screen.

This will take you to the following screen:

To enter a class, first choose a Class ID and a description. The information you enter in these parameters will help you identify your class when using other OpenPro functions. You may also choose to set a class as your default. If you do this, new vendors will automatically be assigned to this class unless you specify otherwise.

The next step is to choose the G/L accounts to which payables information will be transferred. Choose your general AP account for the Ap Acct field, your discount account for the Disc Acct field, and you can choose two expense accounts for Expense Distribution 1 Account and Expense Distribution 2 Account.

When you are finished entering the class, click the Add button. To use your classes, choose them from the Default AP class drop down menu when using the Edit Vendor function.

When you add the vendors, the AP Class will be assigned, this will set up the accounts for processing vouchers.

The Default GL balance sheet account is assigned by Vendor.

During Accounts Payable Processing, the default accounts will automatically fill into the voucher.

The default accounts are brought into the AP Voucher, but they can also be manually assigned.

Manual Checks only need to be done if you want to enter in history documents.

The Manual Check function is used to post checks for a particular vendor by picking and choosing from a list of that vendor’s unpaid vouchers. It also lets you manually specify the check amount and check number.

To use manual checking, choose Manual Check from the Payables Maintenance menu. This will take you to the following screen:

Click on Get Vendor to choose from the existing vendors the one for which you would like to post a check.

You will then be taken to a screen resembling the following:

To view the vendor’s full contact information, click on Show Details. To select vouchers for payment, choose vouchers from the drop down menus and the amount to pay will automatically be transferred to the corresponding field. To view the original voucher, click on the eye icon next to the drop down menu.

Next, choose a bank from the Check Stock menu and enter a check number.

Next you must enter a check amount. By choosing vouchers from the drop down menus, the total amount to pay will be displayed next to the Check Amount field. In order for your vouchers to be considered as payed off, the check amount must match the total amount to pay. When you have completed this, you can enter the date and click on the Post button.

Rates Editor and Rates Links are custom functions that are normally implemented only by request. If you have a question about these functions, or think you would like to make use of them, contact an OpenPro representative for a more detailed description and operation instructions. Our contact information can be found at www.openpro.com/contactus.html

To create a new vendor, click Make a new vendor HERE.

Add a new vendor by filling out the required fields and click add vendor:

You can use Templates to make default configurations for vouchers. These templates will be made available to assign to any vendor and any voucher.

To create a new voucher template, choose Templates from the Payables Maintenance menu. This will take you to the following screen:

From this screen you can choose to edit, delete, add, or preview a template. To add a template, click on Make a new Template at the top of the screen. This will bring up the following screen:

Start by typing a template name. This is how you will identify your template in other OpenPro menus. Next, select the payment terms that will be associated with your template. Refer to the Terms Codes (under Rules Setup Maintenance) section of this guide for information on changing or adding payment terms. You may choose to add notes to provide information about the template for yourself or other OpenPro users.

The next step is to select the accounts that will be used in the template. Choose an account from the pull down menu. This account will appear in the table below.

After choosing an account, you can add a job and/or a location to that account.

To add more accounts to the table, simply select another account from the pull down menu. This will add that account beneath the accounts you have already chosen. If you accidentally choose an account that you would not like to have on your template, or if you wish to add a job/location to an account that is not the bottom account, highlight the unwanted account number with your mouse and manually delete it using the backspace key.

Click on the 5 more lines button to add more spaces to enter accounts. Once you have added your accounts, you can input the credits or debits for each account. At the bottom of the screen it will show the amount to pay. If you are satisfied with your voucher template, click on the Add button at the bottom of the screen.

To use your voucher templates in OpenPro, go to the edit screen of a vendor from the AP Vendors menu and select a default template from the pull down menu.

Otherwise, you can select one of your templates when making a voucher by choosing a template from the pull down menu at the top of the screen and then clicking on the paint can icon to apply the template.

Void checks is a function that allows you to void a check after it has been posted, either through Print Checks or through Manual Check. Voiding a check will return the voucher(s) to unpaid status.

To use Void Checks, select it from the Maintenance menu under Payables. Doing so will take you to the following screen:

From here, click on the Get Vendor link and search for a vendor. Once you have chosen a vendor, you can narrow your search by entering a minimum and maximum date and selecting a cash account. Clicking on the Search button will take you to a screen resembling the following:

This screen shows the checks you have cut for the chosen vendor. You can view the vouchers covered by each check by clicking on the check number. Find the check you would like to void and click on the Void button. OpenPro will ask you if you are certain you would like to void the check. To finalize the voiding process, click OK. The vouchers paid by the voided check will now be considered unpaid.

Add voucher.

Enter Vendor balances and check using history or aging report.

Compare with the system you are converting from and make sure the numbers are the same.

Budgets are set up using the Excel format; you can export demo budgets and use them as a basis for your import of new budgets.

Enter in the summary of the beginning balance. These can be entered using the GL Templates (that way you can review the entry before posting), or if you feel secure with your answers, you can enter the balances directly into the GL Entry.

The GL Templates function allows you to create a default general journal entry template for entries that occur periodically.

These templates can be used in GL Entry by selecting a template from the drop down menu and clicking on the paint can icon.

Start by selecting GL Templates from the General Ledger Maintenance menu. This will take you to the following screen:

Add a template by clicking on the Make a new Template link at the top of the screen.

This will take you to the following screen:

Start by entering a template name to identify the template in other menus. You can elect to add notes to further describe the template. Next, select an account/accounts from the drop down menu. Enter a location and debits and credits for each account. If you need more lines to enter more accounts, click on the 5 more lines icon.

If you would like to use the template for an entry that occurs regularly, you can choose to make it a recurring template. This function is particularly useful for payroll entries, where you would make an entry every two weeks. To make a recurring template, check the Recurring box, enter the payment interval (in days), and enter the date of the last time the entry was processed. When you are finished, click on the Add button to add the template.

GL forms is where you set up the new financial statement layouts. You can get details on how to create this format in the GL App Guide.

This is where you set up departments to break down your financial statements by department.

OpenPro is capable of having multiple companies and multiple divisions within a company. Divisions are set up in Rules Setup.

Maintenance > Company Locations.
Companies are set up in Admin > Create New Company.

There are nine items in the Inventory Control Maintenance menu:

1. Commission Codes
2. Inventory Bins
3. Inventory Class
4. Item Add
5. Item Categories
6. Item Mass
7. Change
8. Item Suggestions
9. Price Code, and
10. Rebates

The Commission Codes feature allows you to create codes to add to inventory items that will automatically calculate default commission values during a sale.

Commissions are employed during the billing procedures of Sales Order and Accounts Receivable and are awarded to the sales rep who made the sale.

To create a commission code, go to Commission Codes in the Inventory Control Maintenance menu. This will take you to the following screen:

From here you can edit, delete, or add codes.

To make a new code, click on Add new Commission Code. Doing so will bring up the following screen:

Start by entering the code’s name and description. The description will allow you to identify your code in other OpenPro menus. To add your commission code to an item, choose an item to edit using Item Find under Inventory Control. Pick a code from the Commission pull down menu.

Only if detail bin inventory level is used on the business rules The Inventory Bins feature allows you to allocate inventory items to certain locations in your warehouses. To create a new bin, click on Inventory Bins in the Inventory Control Maintenance menu. This will bring up the following screen:

Create a bin by clicking on the Add new bin HERE link. This will bring up the following window:

Choose a bin name, such as a number or location, e.g. row 5_station 3, and then choose the warehouse for which you would like to create the bin from the Location pull down menu.

Any kind of inventory item in any available amount can be added to a bin. To allocate items to bins, first make sure that your company is set up to use bins. To do this, go to Business Rules in the Rules Setup menu and choose a company. Check the Use Bins in Inventory box.

When your company is set up to use bins, choose an item using Item Find in the Inventory Control menu and click on the Inventory button to make an inventory transaction. You will be able to move inventory from one bin to another by using the bin icons to the right of the to/from locations.

The Inventory Class feature lets you categorize items in your inventory and link them to your General Ledger accounts. By assigning G/L accounts to different classes of inventory, your inventory transactions will automatically update the proper accounts without the need to manually enter the information in OpenPro G/L.

To create an inventory class, go to Inventory Class under the Inventory Control Maintenance menu. This will take you to the following screen:

To make a new class, click on Add New IC.

This will bring up the following screen:

From here, choose a Class ID and Description, both of which will help you identify the class in other OpenPro selections. If you wish to make the class you are adding the default class for new inventory items, check the Default box.

You must also choose a unit of measurement. For instance, if you have inventory items like bikes, you would quantify it by each bike, so you would select Each from the pull down menu. If you had inventory items like fabrics, on the other hand, you would want to quantify your inventory in feet, meters, or square feet. Note: Units of measurements can be added, changed, or deleted by going to Rules Setup Table and by selecting Unit Of Measure from the pull down menu.

Next, enter a price. This will serve as a default price for that class if you do not enter a separate price for an item in that class. You probably will not use this feature, but the field is required because it serves as a program safeguard. The next piece of information to enter is a unit conversion factor. You will use this if, for instance, you quantify your inventory by unit, but sell/purchase the item by the dozen. In that case, you would enter 12 in the Factor field. You can also choose to define conversion rates (e.g. feet to meters, pounds to kilograms, etc.) that you would select from the Choices drop down menu. This will automatically enter a conversion number in the Factor field. Note: Conversion factors can be maintained by going to Rules Setup Table and by picking UOM conversion factor choices from the drop down menu.

In order to finish setting up an inventory class, you must choose the General Ledger accounts that you wish the inventory postings to update. When you are finished entering the class information, click on the Add button.

Descriptions and Definitions:

• Inventory Account – GL Balance Sheet account for all inventory transactions
• Sales Account – Only used when not Sales By Customer in business rules
• Expense Account – This is the offset when entering inventory transactions
• Return Account – Account when inventory is returned using RMA Process
• Purchase Cost Account – During PO Processing, and receipt of inventory expense account
• Drop Ship Account – If the PO is flagged for DROPSHIPMENT, this is the clearing account
• Cost of Goods Sold Account – When not by sales by customer, the cost of goods sold offset account.

To assign an item to an inventory class, choose an item for editing using the Item Find feature under the Inventory Control menu. Choose the class from the Inventory Class pull down menu.

You can use this selection to define the price codes that will be associated with individual items. These codes allow you to devise a more sophisticated price structure than simply using the primary price of an item. OpenPro comes preloaded with nine price codes, but you can also create your own.

To make a new price code, go to Price Code under the Inventory Control Maintenance menu.

The following screen will appear:

Clicking on Add New Code will allow you to make a new price code and will bring up the following screen:

Begin by entering a price code and a description. These will allow you to identify your price code in other menus. Next, choose a pricing type. The following table describes the function of each type:

Type and Description:
1. Discount Price by Quantity Ordered: Price is discounted according to the quantity ordered.

2. Discount Price by Customer Class: The item’s price basis is discounted according to the customer’s class, i.e. the customer’s Receivables class.

3. Discount Price by Customer Type: The item’s price basis is discounted according to the customer’s type, e.g. retail or e-commerce.

4. Mark up by Customer Class: The item’s price basis is marked up according to the customer’s class.

5. Mark up by Customer Type: The item’s price basis is marked up based on the customer type.

6. Pick price-1/2/3/4/5 by quantity ordered: The price is selected from the prices entered in the Item file (price-1, price-2, price-3, price-4, and price-5) according to the quantity ordered.

7. Pick price-1/2/3/4/5 by customer type: The price is selected from the prices entered in the Item file (price-1, price-2, price-3, price-4, and price-5) according to the customer type.

8. Price by Order Type: Prices are determined by the type of order made.

9. Pick price-1/2/3/4/5 by customer class: The price is selected from the prices entered in the Item file (price-1, price-2, etc.) according to customer class.

After you have chosen a price type, you must choose a basis. If the pricing type you chose was a discount or pick price, then enter price as the basis. If the price type you chose was a markup, then enter cost as the basis. Next, enter the different codes and the discounts/ markups/ prices associated with them. For instance, if your pricing is by order type, one of your codes could be phone or walk-in.

For discounts and markups, the values you would put in the Amount fields would be percentages. For pick pricing, you can enter price values in the Amount fields, but leaving these blank will make the code more applicable to your inventory items that have unique prices. When editing/adding an item, you will find that there are five fields for entering prices. These fields correspond with the Code fields in your price code.

To apply a price code to an item, choose an item to edit using the Item Find feature in the Inventory Control menu. On the edit screen, pick your price code from the Price pull down menu.

Item Add allows you to add new items to your inventory. To use this feature, click on Item Add under the Inventory Control Maintenance menu. This will bring up the following screen:

Start by entering a name and a part number. Choose an item status and enter the part number. Clicking on the label button will show you the bar code label, which can then be printed. If you wish, you can assign the following options to your item: Ship Reference, Sellable, Taxable, and E-Commerce. You can choose an image from your hard drive. This image will apply to your Sales Order interface also. Next, enter the UPC code and the Manufacturer name and number. You may also enter the vendor number and the item’s weight.

Next, enter the costs and prices. Choose the item tracking method, the inventory class, the price and commission codes, and the item category. Select the unit of measure for the inventory item, the selling unit of measure, and then enter a conversion factor or choose one from the Choices menu.

Next, enter descriptions of the item, which will also apply to the Sales Order interface. Choose a rebate type and an order type and if you are satisfied with your entry, click on the Add button.

The Item Categories feature allows you to further sort your items into groups. The item categories are the groups that you use in OpenPro’s Sales Order module.

To make an item category, go to Item Categories in the Inventory Control Maintenance menu. This will bring up the following screen:

To make a new category, click on the Add New Item link.

The following screen will appear:

You can choose to add an ID and an AID. The ID and AID are unique numbers that you use to list your item category. You can also select an image from your hard drive to apply to your category. Next, choose a category name, a description, and check the E Commerce box if the category will be available for internet sales. Attached is used if you want this Category to be under another listed category. Click on the Add button when finished.

Next, you can apply descriptors to your item category by clicking on the Descriptors link on the List Categories screen.

This will bring up the following window:

Enter a descriptor title, such as color or size, in the Title field. To make choices available, such as the color red or size 6, type the choice in the Addition field and click on the Add button. You can delete choices by selecting a choice from the pull down menu and clicking the Remove link.

Checking the Make Select box will create a pull down menu with your choices for use in Sales Orders. Checking the Required box will require that descriptor to be chosen for any item sold from your item category. When you are done, click on the Save button.

Item Mass Change (Not used as part of setup)
The Item Mass Change feature allows you to change characteristics of your existing inventory items in mass amounts. This means that you can change multiple items at once instead of having to edit each item individually.

To do a mass item change, go to Item Mass Change under the Inventory Control Maintenance menu.

This will bring up the following screen:

First, select a category. You can refine your search by entering a range of part numbers. Next, select the change you would like to make from the available checkbox and pull down menu options. For the checkboxes, a check in the left box means yes and a check in the right box selects that characteristic to be changed. Click on the Send button to initiate the change.

This will take you to a screen that will show the current status (before changing) of all the items selected for change. From here, you can choose to confirm the change or return to the previous screen.

The Item Suggestions feature allows you to attach a reference for an item or group of items to another inventory item. This is used in the Sales Order module to suggest similar items for consideration when purchasing an item, as in the following screen:

To make an item suggestion, go to Item Suggestions under the Inventory Control Maintenance menu.

This will bring up the following screen:

Click on Add New Item Suggestion Connection to make a suggestion. Doing so will bring up the following screen:

If you know the part numbers of the items you would like to connect, you can enter them directly in the fields. Otherwise, use the search bar to look for a certain part number or item name. Mark the left dot to make an automatic entry in the Product ID field and the right dot to make an entry in the Product attached to field. When the item in the Product ID field is examined in Sales Order mode, the item in the Product attached to field will appear as a suggested product. When finished making your suggestion connection, click on the Add button.

The Rebates feature allows you to define rebates for inventory items that can be used in different OpenPro modules including Receivables and Sales Orders. For information on creating rebates see the Rebates section of the Receivables Maintenance Setup in this guide.

Inventory item find is where you add new items.

Add Inventory Quantity on hand for the new items.

Click on INV ADJ for inventory adjustment processing. Enter a Receipts transaction and post.

There are seven items in the Sales Orders Maintenance menu: Commission, Customer Pricing, Media Code Maintenance, Order Types, Purge Quotes, Rebates, and Standard Documents.

BUT BEFORE YOU CAN USE SALES ORDER PROCESSING, BUSINESS RULES, RECEIVABLES AND INVENTORY CONTROL HAVE TO BE SET UP AND COMPLETED.

The Commission feature allows you to create codes to add to inventory items that will automatically calculate default commission values during a sale.

Commissions are employed during the billing procedures of Sales Order and Accounts Receivable and are awarded to the sales rep who made the sale.

For information on creating and using commission codes, see the Commission Codes section of the Inventory Control Setup in this guide.

Customer Pricing
When you have customers who get special pricing for certain items you can set up customer pricing

The Media Code Maintenance feature allows you to create media codes to keep track of sales that are a result of advertising. Media codes allow you to effectively assess which of your advertising strategies are the most successful.

To make a media code, go to Media Code Maintenance in the Sales Orders Maintenance menu. This will take you to the following screen:

From here you can edit, delete, and add media codes.

To create a new code, click on Add New Media Code, which will bring up the following screen:

Start by entering a media code name and description. Next, choose the type of media from the pull down menu. Media type choices can be added or edited by using the Table feature in the Rules Setup menu and selecting Media Type for Media Codes from the pull down menu.

Next, you can choose to make your media code the default. The next step is to enter in the start project date, the start campaign date, and the project cost.

Enter a start sales date and a project sales value as a forecast. After the advertising is under way, you will be able to compare the forecasted values with the reported values. If you would like to disable a defunct or outdated media code, check the Do Not Use box.

To apply a media code to a sales order, enter an order by using Add Order from the Sales Orders menu and clicking on the New Order button. Choose the items being sold and then click on the Detail button at the top of the screen. This will expand the customer’s billing and shipping information. Choose a media code from the pull down menu.

The Order Types feature lets you define different ordering methods. These can be used to manage commission and link orders to G/L accounts. To make a new order type, first go to Order Types under the Sales Orders Maintenance menu. The following screen will appear:

From here, click on Add New Order Type to create an order type.

Doing this will bring up the following screen:

Start by entering a code name in the Order Type field and a description. For instance, your order type could be ECOM and the description would be ECommerce Order.

Next, enter a commission value. If you wish to create an order type that has no commission associated with it, enter 0.

The next step is to choose a location and a General Ledger account number.

Check the Default Code box to make that order type your default for new orders. Check the Walkin box if the order type you are making is an in-store order type. Check the Do Not Use box to disable the order type either temporarily or permanently. Next, enter the starting date of the order type and any notes you might have. When you are finished, click on the Add button.

To apply an order type to an order, click on Add Order in the Sales Orders menu.

Use the Order Type pull down menu to choose an order type and then search for the ordering customer. If you do not choose an order type, the default order type will automatically be applied.

The Rebates feature allows you to define rebates for inventory items that can be used in different OpenPro modules including Receivables and Sales Orders. For information on creating rebates see the Rebates section of the Receivables Maintenance Setup in this guide.

Documents that are attached to document imaging and used in the communications module.

There is one item in the Purchase Order Maintenance menu: AP Vendors.

The AP Vendors function allows to input vendor information into your OpenPro database. To add a new vendor, go to AP Vendor in the Purchase Order Maintenance menu. This will take you to the following screen:

Add a vendor by clicking on the Make a new Vendor HERE link. This will bring up the following screen:

After the vendor is created, you can then set up the Vendor Item relationship; this needs to be set up so the system knows which items you are purchasing from what suppliers.

Here is where you add items for a vendor.

Please reference the Application Guide for Sales Order Forms Layout Guide online for an explanation of the options used for printing the purchase order document.

This is an internal documentation of the system and company procedures, and can be used on a website for searching.

Here is where you set up the work flow details. Click on the work flow to set up the people you want to approve processes and documents with in the system.

In order to set up business intelligence, first you need to know what user types want what documents. Normally it is best to get the data entered into the system so they can see the results from the entry.

This requires skills from the data within the database and the chart or graph name. The format of this information is essential for the chart to display properly for the employee.

The Ecommerce shopping cart is to be set up based upon the options within the system.

When setting up the company, you can import your company logo. On the bottom of this page you can set up standard company comments for the bottom of the forms like invoice, quote, etc.

Employee reps need to be set up in the time card system before the payroll or Human Resources system.

This is where the login and time card records need to be set up.

You can print out employee pictures with time cards, so they can use this bar coding to clock in and out of the system.

[Last Review Date February 2018]

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