Octobber 2012
Taasktra
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Page 1 of 5
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51
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Octobber 2012
1.
2.
3.
4.
5.
6.
7.
8.
9.
10
11
12
13
Introducti
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ktrack remo
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rack’s featu
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Octob
1
ber 2012
1.0 Introd
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Page 5 of 5
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2
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2
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2
ber 2012
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2
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Page 9 of 5
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ber 2012
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3
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Octobber 2012
3.3.4
3.3.5
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Octobber 2012
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Octobber 2012
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ory of your s
u have creat
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and loss as w
which can la
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ently of any i
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er to fig 23 f
customer you
ted. Simply s
work/job deta
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n the main sc
he main scree
to first, unle
ed to the acc
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holesalers di
ubcontracto
ted, and upd
require.
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invoices. Sim
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rectly from
ors
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ed off for yo
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mply add the
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our
r
Octobber 2012
E.
The Report
Cu
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pe
Liv
Clo
rem
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pro
Int
be
the
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are
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pplier Direct
ustomer Tran
riods you sp
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nding/Overd
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ojects and cu
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e informatio
ustomer Satis
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em to be gen
pplier Trans
thin date pe
pense Repor
te periods yo
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thin date pe
ur accountan
ofit/VAT rep
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ease note tha
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ctory allows
tory allows y
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s will detail a
so you can a
due invoices
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ustomers
will enable y
rmation is co
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nerated (see
action Repo
riods you spe
rt (detailed)
ou specify. T
rt (not detail
riods you spe
nt.
port provides
e expenses a
at tasktrack
penses if you
efore using th
Page 25 of
he reports yo
you to searc
you to search
port will deta
can be print
live and unp
all projects t
lways review
s will list all it
ack through
you to review
ollated when
y if you want
provide you
he feedback
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ort will detail
ecify
provides you
This search w
led) provides
ecify. This se
s a profit and
area. If you a
records all in
u don’t enter
his report.
51
ou can gener
ch your custo
h your suppli
ail all transac
ted off for yo
aid projects
hat have bee
w old project
tems that are
all tasks crea
w where the
n you enter n
this report t
u statistics on
forms they c
NFIGURATIO
any supplie
u a list of all
will drill down
s you a list o
earch can be
d loss breakd
re VAT regis
nvoice transa
r them prope
ate (see fig 2
omers detail
iers details
tions you ha
our records o
currently ru
en complete
ts for future
e unpaid and
ated within a
best place yo
new custome
to be correct
n how well yo
complete, so
N) and send
r transaction
expenses yo
n to specific r
f all expense
printed out
down of all In
tered it will
actions autom
erly. It is imp
23)
ls
ave complete
or your accou
nning
d. Tasktrack
reference at
d/or overdue
all quotation
ou have adve
ers to tasktra
t!
our custome
o make sure
them out!
ns you have r
ou have reco
requested in
es you have r
for your rec
nvoiced sales
also calculat
matically bu
portant that
ed within dat
untant.
never
t a click.
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you enable
recorded
rded within
nformation.
recorded
cords or for
s and Materi
te your VAT
t cannot kno
all expenses
te
d
ials
ow
s
Octobber 2012
F.
Note: T
as any
and da
The top
Auto lo
reverti
home s
The SETUP
Th
Up
Ma
Up
Vie
Re
Co
Sen
Re
Ma
Tasktrack do
updates are
ata will not b
p right hand
ogout as the
ng to the log
screen, so if
, LOGOUT, B
e SETUP but
pdate your se
anually Back
pdate your A
ew the user l
eview the Tas
ntact Us
nd your cust
ead a copy of
anually chec
oes automati
issued. You
e affected by
corner of th
name sugge
gin screen. T
you are wor
BACK buttons
tton will take
ettings
kup or Resto
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logs to revie
sktrack softw
tomers a new
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ck for update
cally check f
are strongly
y upgrades.
he screen ind
ests, indicate
his timer is r
rking for long
Page 26 of
s and auto lo
e you to the S
ore Tasktrack
n, add new u
ew who logg
ware revisio
wsletter via
al (Also avail
es
for updates e
y advised to u
dicates the cu
es the time re
reset back to
g periods the
51
ogout (see fig
SETUP menu
k
users or chan
ged in to task
on history
lable via STA
each time yo
update when
urrent versio
emaining un
o one hour ev
e system will
g 23)
u where you
nge passwor
ktrack
ART>PROGRA
u login and w
n they becom
on of tasktrac
til tasktrack
very time the
not log you
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will notify yo
me available
ck.
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e system ret
out unneces
to
TRACK>TOOL
ou in this are
. Your setting
t automatica
turns to the
ssarily.
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ea
gs
lly
Octobber 2012
6.0
6.01
Entering
To enter a
the New Cu
The Insert
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Add an
want t
Comp
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Mobile
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enter
Enter
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only v
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visible
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only v
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which
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be added t
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button.
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new Custom
r your Custo
ny invoice co
to direct the
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a new name
any notes ab
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isible if you e
whether yo
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whether yo
isible if you e
whether yo
you need to
the Project A
te, the items
o the databa
are happy yo
tomatically b
mer’s deta
to tasktrack,
ject button o
mer window w
mers Compa
ontact name
invoice to so
left blank.
and Post Cod
ne and Office
duced them
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bout this cus
u want taskt
enabled this
u want taskt
led this featu
u want taskt
enabled this
ur customer
o deduct CIS
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s highlighted
ase without t
ou have ente
be forwarde
Page 27 of
ils into ta
, either use t
on the home
will appear (
any Name or
e (generally if
omeone in t
de
e Number (if
to your com
ill gradually g
stomer
track to print
s feature in th
track to print
ure in the SE
track to print
s feature in th
r is a CIS regi
within the S
differs from
d are mandat
these fields
ered the cust
d on to the i
51
sktrack
the Main Op
e screen (5 o
see fig 24).
r their name
f you are usi
he company
f available)
mpany from t
grow as your
t acceptance
he SETUP>CO
t feedback fo
ETUP>CONFI
t acceptance
he SETUP>CO
stered contr
ETUP>CONF
the Invoice A
tory. The dat
being compl
tomers deta
insert Projec
tions Dropdo
n fig 23).
ng a compan
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he drop dow
r customer d
e forms on th
ONFIGURATI
orms on thei
GURATION s
e forms on th
ONFIGURATI
ractor (ensur
IGURATION
Address
tabase will n
eted
ils correctly,
t window.
own box (D o
ny name, you
uto fill as yo
wn list (or clic
database exp
heir Quotatio
ION settings
ir Invoices (t
settings)
heir quotatio
ION settings
re you have s
settings)
not permit th
, click the Ins
on fig 23) or
u may also
ur Customer
ck NEW to
pands.
ons (this box
)
his box is on
ons (this box
)
set the rate a
he customer
sert Custome
hit
rs
x is
ly
is
at
to
er
Octobber 2012
Fig 24
Page 28 of
51
Octobber 2012
7.0
7.1
Fig 25
Entering
If you have
selected ag
customer w
the project
or search t
Select the c
g a Project
e entered a n
gainst your n
who has no l
t to be assoc
hem (see fig
customer an
t into Task
new custome
new project.
ive projects
iated with. T
g 25).
d then enter
Page 29 of
ktrack
er into the da
However if y
at the mome
To do this, ei
r the project
51
atabase you
you are ente
ent, you mus
ther select t
t information
will automat
ring a new p
st first select
he customer
n (See fig 26)
tically have t
project for an
t the custom
r from the dr
).
the custome
n existing
er you want
rop down list
er
t,
Octobber 2012
7.2
Fig 26
Once y
Enterin
either t
Once you h
(fig 26)
Enter your
Site Addres
list all prev
Site Contac
Site Teleph
Date the w
Enter any n
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Add a proje
you have fini
ng this will au
the green ‘P
have selected
project nam
ss (if you hav
vious sites yo
ct Name
hone Number
works are due
notes about
ther the proj
ect over view
shed enterin
utomatically
ending Quot
d the custom
me
ve had a proj
ou have work
r
e to commen
the project
ject is Zero V
w (this will au
ng the projec
y forward you
tations’ box o
Page 30 of
mer, you can
ject at this a
ked at for thi
nce and comp
VAT registere
uto copy from
ct informatio
u to the main
or the main
51
n enter the p
ddress befor
is customer).
plete
ed (appears if
m the projec
on, click the I
n screen whe
project selec
roject partic
re, select the
if you are usi
t description
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ere you can s
ction bar at t
culars as deta
e Previous Sit
ing the VAT s
n if it is left bl
ct button.
select the pr
the top of th
ailed below
tes button to
settings)
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roject from
he screen.
o
Octobber 2012
8.0
8.01
To crea
fig 27
The fol
amoun
It is im
will pro
will bu
So read
Creating
Opening th
ate or updat
The
gre
Or
of t
llowing scree
nt of time in g
portant that
oduce (as ex
ild up your q
d on carefull
g a Quotat
he task scree
e a Quotatio
e newly ente
een plus sym
by selecting
the screen (i
en is used to
generating y
t you enter a
plained with
quotations an
y! We assur
tion
en
on or Invoice
ered project
mbol (item 2 f
the custome
tem A fig 27
build up you
your docume
ll of the task
hin this sectio
nd materials
re you it is re
Page 31 of
, select eithe
listed in the
fig 27)
er and then
7).
ur Quotation
entation.
k description
on). The tem
s lists extrem
eally simple o
51
er:
green Pendi
the project v
n or Invoice.
ns and their a
mplates are a
mely quickly if
once you und
ing Quotatio
via the proje
Used correc
associated m
mendable ea
f you enter t
derstand how
ons box by cl
ect selection
ctly it will sav
materials into
ach time the
the data corr
w it works.
icking the
bar at the to
ve you a hug
o templates y
ey are used a
rectly here.
op
e
you
and
Octobber 2012
8.02
The tas
1 Th
2 Th
3 Ta
4 Co
co
th
5. Ge
pr
as
da
th
Se
6. St
Th
as
an
kn
On
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fig 28
The task sc
sk screen bu
he start date
he end date t
asktrack gene
omplete Allo
ompleted. Th
he customer
et Quotes bu
ricing. It will
s well. Turnin
ate is more t
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ection 11 for
tatus – To Qu
he status of t
s you go. The
n estimate. H
now the wor
n pressing th
the project i
creen
ilds up your
e the project
the project is
erated proje
ws you to clo
he project wi
decide to pr
utton sends y
also prompt
ng amber and
han a week
way. Once s
details on m
uote, Quoted
the project w
e project star
However you
ks are going
he Submit Inv
is paid in cas
quotations o
is due to com
s due to com
ect reference
ose the proje
ill remain in t
oceed some
your wholesa
t you when t
d noting ‘Sto
away, It will
tock has bee
materials.
d, Pending, In
will influence
rts as ‘To Qu
u must manu
to proceed o
voice button
sh, please sel
Page 32 of
or allows you
mmence (us
mplete by (us
e number (PR
ect if (for ins
tasktrack an
etime in the f
aler a reques
he project st
ock Required
change to R
en ordered, t
n Progress, S
e how the pr
ote’ and wil
ually change
or are being
n, the project
lect Paid Cas
51
u to amend e
ed by the dia
sed by the di
RO‐xxx)
stance) you d
d can be rev
future.
st for materi
tatus is chan
d’ if the stock
ed and note
this button w
Snagging, Inv
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the project t
undertaken
t will automa
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verted to ope
als entered o
ged to pend
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voiced, Paid C
ted. It is impo
lly change to
to in progres
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atically move
essing the Su
s prior to inv
minders to inv
roject is not
en again at a
onto this pro
ing, to order
be ordered a
k’ if the start
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ortant to cha
o ‘Quoted’ a
ss or pending
e into Invoic
ubmit Invoice
voicing.
voice work).
going to be
any time sho
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r the materia
and the start
t date is less
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ange the sta
fter you prin
g when you
ed status.
e button.
uld
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nt
Octobber 2012
8.02
The pri
(Drop D
A pre‐c
works,
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as you
1. Sele
fig 29
2. Sele
fig 30
Entering da
inciple of the
Down box A
configured li
materials as
ample below
build your d
ect the categ
ect a job with
ata on the ta
e task screen
in fig 28) the
st of jobs yo
ssociated wit
w shows you
database.
gory of the w
hin your sele
ask screen to
n is to select
en a job from
u create will
th the works
a pre popula
works
ected categor
Page 33 of
o build up yo
a Category (
m the Select
l be listed tog
s, and a unit
ated databa
ry of work
51
ur quotation
(as set up in
Job (drop do
gether with
cost (supply
se. You will n
n
the SETUP>C
own box B in
a brief temp
and install f
need to add
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fig 28).
plate descript
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the items yo
TION area)
tion of the
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ou want to u
se
Octobber 2012
3. Itemquo
task
by e
fig 3
4. Initi
popula
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fig 32
ms displayed
otation. Item
k only. If mat
email via the
31
ially there w
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enter a uniqu
d in box 1 (se
ms displayed i
terials are en
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ntered into t
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s you need t
ate name (ie
Page 34 of
how the desc
e 2 fig 31) are
this box, you
at the top of
jobs to choo
o click the N
e Socket Sock
51
cription of w
e materials o
r material re
this screen (
se from as th
EW button (
ket) for the t
works the cus
or notes that
equest can be
(see 3 fig 31)
hey are spec
(to the right o
emplate you
stomer will s
t are associat
e sent to you
).
cific to your n
of 1 in fig 31
u are creatin
ee on their
ted with this
ur wholesale
needs. To sta
1).
g.
s
er
art
Octobber 2012
5. The
selecte
their q
fig 33
6. The
be use
the quo
fig 34
7. The
When y
mode.
fig 35
n select the
ed in the dro
uotation/inv
n enter a list
d to email yo
otation (see
data entere
you have fin
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p down box.
voice (see fig
t of material
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fig 34).
ed now appe
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s (or notes if
ler for mater
ars as line 9
g new templ
appear in th
Page 35 of
m (Socket Ou
a brief desc
f there are n
rials. Once co
below and h
ates, click th
he associated
51
utlet obvious
ription of the
o materials)
omplete pre
has also been
he AUTO butt
d key categor
sly is Electric
e works that
associated w
ss the PLUS
n stored as a
ton to return
ry you select
cal), so Electr
t your custom
with this task
symbol to ad
a template fo
n the screen
ted (see fig 3
rical has bee
mer will see
k. This can la
dd the data t
or future use
to normal
35).
n
on
ater
to
e.
Octobber 2012
8. By s
use aga
fig 36
9. Rep
your te
Each n
comple
Any wo
record
Make a
edit th
fig 37
Howev
associa
typing
selecting the
ain. You can
peat this proc
emplates wh
ew item add
eted. The tot
orks added t
ed as an ext
any necessar
e entry, click
ver once the
ated prices fo
the same inf
e category an
of course ch
cess until yo
ich is slightly
ded will appe
tal is displaye
o the quotat
ra (denoted
ry amendme
k the minus s
templates h
or each elem
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nd then look
hange the tex
u have gene
y more time
ear as a new
ed in the bot
tion once it h
by the orang
ents to your p
symbol to de
ave been cre
ment of work
ver and over
Page 36 of
for ‘Socket O
xt here or th
rated your q
consuming t
line on the t
ttom right co
has becomes
ge extra box
project by se
elete the ent
eated, you w
ks. This will in
r again!
51
Outlet’ you r
he price with
quotation. In
than normal
task screen u
orner (plus a
s an ‘in progr
being ticked
electing the t
try or add a n
will have a ba
n the long te
ecall your ne
out affecting
itially you ar
.
until your ent
ny VAT due)
ress’ project
d). This can b
task row and
new entry as
ase of inform
rm save you
ewly created
g the templa
re going to b
tire quotatio
).
will automa
be un‐ticked
d clicking the
s usual.
mation to refe
u time and re
d template fo
ate (see fig 36
e building up
on has been
tically be
if required.
e plus symbo
er to with
epeatedly
or
6).
p
l to
Octobber 2012
10. Edi
To ame
To ame
fig 38
8.03
fig 39
ting a templ
end this tem
end a differe
Once you h
PRINT ESTI
Your proje
ate
plate, click t
ent template
have finished
MATE butto
ct will then b
he EDIT butt
, select the k
d building up
n or SUBMIT
be sent to th
Page 37 of
ton.
key category
p the project
T INVOICE bu
he payment s
51
y, then the ta
Quotation /
utton as app
screen (see s
ask, then sele
/ Invoice sim
ropriate (bot
section 10.0)
ect the EDIT
ply select th
ttom of fig 3
.
Button.
e
38).
Octobber 2012
9.0
9.01
fig 40
Tasktra
Invoice
Reprint
docum
Generat
Initially sel
Make any n
symbol to e
When you
‘Submit Inv
ack will auto
A feedback
A statemen
Your terms
es will autom
ted invoices
ment remindi
ing an Inv
ect the Cust
necessary am
edit the entr
are happy th
voice’ button
matically ge
k form (if you
nt of the acc
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matically gene
which are O
ng the custo
voice
omer and th
mendments t
ry, click the m
hat all / any n
n to submit t
nerate an inv
u have enabl
ount (if ther
ons (if you h
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Overdue will a
omer of your
Page 38 of
he Project to
to your proje
minus symbo
necessary am
the invoice to
voice compl
led this featu
re is more th
have enabled
ttance slip a
also indicate
terms (see f
51
get you to t
ect by select
ol to delete t
mendments
o the payme
ete with :
ure in SETUP
an one live t
d this featur
t the bottom
e in RED an O
fig 41).
he task scree
ing the task
he entry or a
have been m
nt screen (se
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ransaction o
e in SETUP>C
m of the docu
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en (fig 40).
row and clic
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made, click th
ee section 10
tions) fig 42
on this accou
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VOICE notice
cking the plus
ntry as usua
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ons) fig 44
fig 41).
e within the
s
l.
Octobber 2012
fig 41
fig 43
Page 39 of
51
fig 42
fig 44
Octobber 2012
10.0
10.01
fig 45
Inserting
Initially sel
Then eithe
select ‘Invo
(top of the
OR Select ‘
project has
g a Payme
ect the Cust
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screen fig 4
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ent and Cl
omer and th
ayments’ fro
45)
ent’ button (
ced in place o
Page 40 of
osing a pr
he Project to
om the projec
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of the Print E
51
roject
get you to t
ct selection d
appear at the
Estimate But
he task scree
drop down b
e bottom of t
tton)
en (fig 45).
bar
the screen wwhen the
Octobber 2012
10.02
You ca
fig 46
When
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Q
t
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10.02
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of any issu
To print off
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ed invoices a
f your Quota
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our Quotatio
our Quotatio
r Quotation o
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n also have a
ch is sent.
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ave successfu
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t screen will
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ation/Invoice
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on or Invoice
or Invoice w
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