====== Introduction ====== * [[Welcome to Windward Implementation]] * [[Welcome - Short]] * [[system_five_general_overview|What is Windward System Five]] * [[we_help_you_run_your_business|What's so special about Windward System Five]] * [[integrated_system_general_overview|What is an Integrated Business Management System]] * [[https://www.youtube.com/watch?v=IyYsj8tYTyg?rel=0|Windward System Five Overview]] * [[audit_trail_general_overview|Overview of Audit Trails]] * [[training:system5_help_button0712190953|System5 Help button]] * [[network_general_overview|Network Setup - Client Server vs Peer to Peer Networking]] ====== Installation ====== * [[install_overview|Installation Overview]] * [[employee:customer_responsibility_responsibilities_it_information_technology_network_security|Customer responsibilities with IT infrastructure]] ====== Users & Security Switches ======= ====Add/Edit Users== * [[User Overview V6050]] * [[Add Edit Delete Users]] * [[user_other|Other setup items]] * [[employee_time_sheets_v6050]] ====Security Switches== * [[General Security Switches V6050]] * [[Invoicing Switches V6050]] * [[Account Payables switches V6050]] * [[Inventory switches V6050]] * [[Accounting Switches V6050]] ====== Taxes, Levies, & Bottle Deposits ====== ====Bottle Deposits== * [[Liquor_bottle_dep|Bottle Deposits - Setup]] ====Taxes== * [[Multiple Tax Setup V6050]] * [[Single Tax Rate Setup V6050]] * [[add_setup_old_rate|Returns using old tax rate]] * [[:taxes_-_included_eco_taxes|Tax included in selling price]] * [[Washington Liquor Tax Setup]] * [[Tax Reporting - Washington]] ====Tire/Battery Levies== * [[Tire and Battery Levies V6050]] ====Recycle Fees== * [[Recycle Fees V6050]] ====EHF Fees BC== * [[EHF Fees BC - JULY 1/2012]] ======Starting Balances & Go Live CheckList ====== ====Go Live Check List== * [[golive_checklist]] ====Starting A/R & A/P== * [[Entering Starting Account Receivable Balances V6050]] * [[Entering Starting Account Payable Balances V6050]] * [[How to add an outstanding balance that was missed during go live v6050]] * [[Importing Balances via Dataload V6050]] ====Starting Journal Entry== * [[Creating Starting Journal Entry V6050]] ====== Main and Sub Category Setup ===== ====Category Setup & Maint.== * [[main_and_sub-category_setup_v6050|Main and sub-category Setup V6050]] * [[Category Maintenance - moving parts to other categories v6050]] * [[Deleting Subcategories V6050]] ====Category Examples== * [[category_example_lighting|Example Main and Subcategories – Lighting Showroom]] * [[category_example_garden|Example Main and Subcategories – Garden Center]] * [[category_example_rental|Example Main and Subcategories – Rental Center]] * [[category_example_furniture|Example Main and Subcategories – Furniture Store]] * [[category_example_rental|Example Main and Subcategories - Rentals]] ====== Importing/Dataload ===== ====CSV & Excel files== * [[:excell_import_leading_zeroes_2013|Preventing Leading 0's From Being Dropped when Opening a CSV File in Excel 2013 or lower]] * [[excel_import_leading_zeroes_2016|Preventing Leading 0's From Being Dropped when Opening a CSV File in Excel 2016 or higher]] * [[Importing data from spreadsheets - overview V6050]] ====DataLoad== * [[Customer Data load V6050]] * [[Supplier Data Load V6050]] * [[Inventory Data Load V6050]] * [[Update_Inventory|Update Inventory Quantities V6050]] * [[:matrix_data_load|Matrix Data Loading]] ====Virtual Warehouse== * [[Loading Virtual Warehouse V6050]] * [[Virtual Warehouse Maintenance V6050]] * [[differencebetweenmisc_nonstockparts]|Pulling from Virtual Warehouse: Different Setup Wizard settings]] ====Special Export/Imports== * [[Exporting Inventory Pictures]] * [[Importing Pictures]] ====== Inventory ===== * [[inventory_overview|Inventory Overview]] ====Add/Edit Inventory == * [[inventory_default_items|Default Inventory Items – General]] * [[inventory_default_by_Supplier|Default Inventory Items – by Supplier]] * [[inventory_adding|Adding New Inventory]] * [[inventory_deleting|Deleting Inventory]] * [[inventory_finding|Finding Inventory]] * [[inventory_partnumbers|Part Numbers, Item Numbers, Supplier Part Numbers]] * [[inventory_units_of_measure|Purchasing and Selling in Units of Measure]] * [[inventory_oddity_of_8_to_14_digit_Part numbers|Oddity of 8 to 14 digit part numbers]] ====Barcodes== * [[inventory_barcodenumberss5|Barcode Numbers - System Five Generated]] * [[inventory_barcodenumberssup|Barcode Numbers - From Suppliers]] * [[inventory_barcode_problems|Barcode Scanning - Tip - Test each Station]] * [[inventory_barcode_for Part_numbers|Barcodes - An alphanumeric-friendly barcode for Part Numbers]] ====Comments == * [[inventory_comments_overview|Comments and Pictures – overview]] * [[inventory_comments_warning_selling|Warning Comment at time of sale]] * [[inventory_comments_printable_selling|Printable Comment for invoices]] * [[inventory_comment_warning_purchase|Warning Comment at time of ordering]] * [[inventory_comment_printable_purchase|Printable Comments for purchase orders]] * [[inventory_comment_freeform|Freeform Comments]] * [[inventory_comment_web|Web Comments for E-commerce]] ====Kits (Michele)== * [[inventory_kits_overview|Kits – overview]] * [[inventory_kits_dynamic|Dynamic Kits]] * [[inventory_kits_static|Static Kits]] * [[inventory_kits_tag_along|Tag along Kits]] * [[inventory_kits_withing_kits|Kits within Kits]] * [[inventory_kits_returning|Returning Kits]] * [[inventory_kits_purchasing|Purchasing Kits from Suppliers]] * [[training:multiple_choice_parts_in_kit0801211044|Multiple choice parts in kits]] ====Matrix == * [[Matrix Intro]] * [[sport_clothing|Clothing Matrix setup]] * [[sport_Matrix_settings|Matrix Settings]] * [[training:purchasing_matrix_items0801171459|Purchasing matrix items]] * [[sport_matrix_high_low|Matrix High Low]] * [[employee:matrix:notes|Employee Only Notes (Must be logged in to view)]] ====Pk Size,Cases,Dimensional Sizes == * [[Multi-Level Case Breakdown & Rebuild V6050]] * [[Packsize Purchasing Options V6050]] * [[Default PackSizes - Touchscreen V6050|Touchscreen PackSizes: Selling By and Setting Defaults V6050]] * [[http://mywindward.wws5.com/selfhelp/helpfile/systemfive/index.html?invinventorydimensionalproduct.htm|Board Feet (FBM) - Dimensional Lumber]] * Dimension simplified using Z-Sheets [[https://www.youtube.com/watch?v=e8uzsvLAgkE]] ====Pricing == * [[inventory_landed_cost|What is Landed Cost vs Cost]] * [[inventory_standard_pricing|Standard vs. Average vs. Next Pricing]] * [[inventory_price_schedules|What are Price Schedules]] * [[inventory_price_exceptions|Price Schedule Exceptions – by sub category or supplier]] * [[inventory_price_freight|Setting Freight as a Percentage for All Inventory]] * [[inventory_calculating_list|How is Price Schedule pricing determined]] * [[inventory_price_quantity_discount|Quantity Based Discounts]] * [[inventory_price_contract|Contract Pricing]] * [[inventory_price_minimum|Setting a Minimum Price level that clerks can sell to]] * [[inventory_cost_mult|Cost Multiplier]] * [[inventory_price_sale|Sale Prices and dates]] ====Reports == * [[Back Order Report V6050]] * Special Order Report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Special_Orders_Report.htm]] * Manual Adjustments Report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Manual_Adjustments_report.htm]] * Restocking Report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Restocking_Report.htm]] ====Special Function == * [[inventory_labor|Labor Items]] * [[sport_labor|Labor Tracking]] * [[inventory_non_labor|Non Inventory Items]] * [[inventory_misc|Miscellaneous Parts]] * [[inventory_superceeded_parts|Superceeded Parts]] * [[inventory_alternate_suppliers|Alternate Suppliers]] * [[inventory_lookup_words|Lookup Words]] * [[inventory_comment_pictures|Inventory Pictures]] ======Serial Numbers & Units == ====Serialized Items== * [[inventory_serial_setup|Serial Numbers - Setup Options]] * [[inventory_serial_buying|Serial Numbers - Purchasing inventory with Serial Numbers]] * [[inventory_serial_selling|Serial Numbers - Selling inventory with Serial Numbers]] * [[videos:returnserializeditemafterthesale0812081545|Serialized Return to Stock]] * [[service invoice subtypes explained]] ====Service Reminders== * [[Service_Reminder_Template|Service Reminder Templates]] * [[Service_Reminders|Service Reminders]] * [[Service_Bench|Service Bench Setup & Process]] ====Unit Reporting== * Unit List [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Unit_List_report.htm]] * [[:unit_pos_actions|Unit Returns and Trade-in Actions]] ====Unit Tracking== * [[inventory_whole_goods_setup|WholeGoods/Unit Inventory - Setup Options]] * [[inventory_whole_goods_purchase|WholeGoods/Unit Inventory - Purchasing inventory with Unit Numbers]] * [[inventory_whole_goods_selling|WholeGoods/Unit Inventory - Selling inventory with Unit Numbers]] ======Consignment & Floor Planning== ====Consignment== * [[Overview]] * [[training:consignment-setup0806051714|Consignment Setup]] * [[training:receivingserializedconsignmentitem1010070844|Receiving serialized item]] * [[training:consignment-updateprice_screen_stream1009301503|Consignment price update]] * [[training:consignment_sales_of_serialized_inventory1009161336|Selling serialized consignment]] * [[training:sellingconsignment_screen_stream1010051618|Selling non serialized consignment]] * Consignment Reporting [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Consignment_report.htm]] ====Floor Planning== * [[training:about_floor_planning|Overview]] * [[training:floor_plan_overview|Floor plan setup]] * [[Floor_Plan_New|Floor Planning New Floor Plan Stock]] * [[Floor_Plan_Pay_Bill|Floor Planning Paying Supplier]] * [[Floor_Plan_Starting|Floor Planning Starting Inventory Contracts]] * [[Floor_Planning_Finance_By|Financed By Supplier Floor Planned]] * [[automotive_Freight|Rebates on Floor Planned Units]] ====== Purchase Orders/Receiving ===== * [[po_overview|Purchase Order Overview]] * [[po_stages|Four statuses of a purchase order - what do they mean?]] ====Purchasing== * [[po_what_to_order_orders_tab|Having the system suggest what to order - one supplier only with the Orders tab]] * [[po_what_to_order_required_orders|Having the system suggest what to order - all suppliers with Required Orders report]] * [[po_adding_new|Adding a new purchase order]] * [[po_sending_new|Sending a purchase order to a supplier]] * [[po_finding|Finding purchase orders]] * [[po_shipvia|Setting Ship Via Information on POs]] * [[po_drop_ship|Drop Ship on PO]] * [[po_email_po|Email PO]] * [[po_pswd_required|Password protect Purchase Orders]] * [[po_sort_order|Sort order on PO]] * [[po_customize_grid|Customize PO grid]] * [[po_deleting|Deleting a sent PO]] ====Option to Buy== * [[sport_otb_purchasing|OTB_Purchasing_effect]] * [[sport_otb_report_settings|OTB_Report_settings]] * [[sport_otb_calc_budget|OTB_calculating_budget_figure]] ====Receiving== * [[po_receiving|Receiving purchase orders - updating cost and additional charges; freight, duty and extra]] * [[po_receiving_new_receiving_rpt|Receiving purchase orders - adding new items to existing purchase order and creating new purchase orders at point of receiving]] * [[training:receivingpartialorders-supplierbackorders0809151243|Receiving partial]] * [[automotive_quick_receive|Quick Receive - auto create AP Bill]] * [[po-edit|Edit a completed PO]] * [[po_label|printing labels from PO]] * Receiving from CSV file [[https://www.youtube.com/watch?v=J6S2LauspC8]] ====PO Reporting== * [[po_reports_expected|PO Expected Report]] * [[po_reports-list|List of Purchase Orders Report]] * Daily Receiving Report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Daily_Receiving_Report_window.htm%23bc-1&rhtocid=_2_13_8_6]] * [[training:requiredorders0808061709|Required Orders Report]] ====== Point of Sale ===== * [[pos_overview|Point of Sale Overview]] * [[pos_invoice_types|Invoice types – overview]] ====POS Interfaces== * [[pos_invoice_intro|Introduction to Invoicing - New Sale, Quick Sale or Touch Screen interface]] * [[pos_creating_new_sale_newsale|Creating a new invoice- New Sale interface]] * [[pos_creating_new_sale_quicksale|Creating a new invoice - Quick Sale interface]] * [[pos_creating_new_sale_touch|Creating a new invoice - Touch Screen interface]] * [[Customize Invoice Grid V6050]] * [[customizing_touch_screen|Customizing the Touch Screen Interface]] * [[Liquor_touchscreen|Touchscreen setup for Retail Liquor store]] * [[Liquor_touchscreen Washington State Liquor store]] * [[Touchscreen Lotto Payout]] ====Add/Edit Sales== * [[pos_cash_sale|Cash Sale]] * [[pos_estimates|Estimates]] * [[pos_work_orders|Work Order and Order Entry]] * [[pos_deposits_work_orders|Deposits on Work Orders]] * [[pos_ar_sale|Accounts Receivable Sale]] * [[pos_layaway|Layaway Invoices]] * [[Invoice Numbering Methods]] * [[pos_showroom_stock|Showroom_Stock]] * [[pos_subtypes_overview|Invoice Sub Types - overview]] * [[pos_adding_customers|Attaching Customers/adding on the fly]] * [[pos_adding_inventory|Adding Inventory to invoice]] * [[pos_changing_quantity|Changing Quantity of Items on the Invoice]] * [[pos_order_of_items|Changing the order of items on the invoice]] * Barcode Scanner Interface [[https://www.youtube.com/watch?v=bMnEPkN9xnY]] * [[pos_selling_same_item|Selling the same item – Consolidating inventory onto one line]] * [[Charging Delivery Fees V6050]] * [[pos_option_overview|Options – look at audit trail or ledger posting]] ====Invoice Layers== * [[pos_layers|Layers - tracking groups on an invoice]] * [[contractor_layers|Layered invoices-moving shipped product to a new layer]] ====Discounting== * [[pos_discounting_items|Discounting items (c/w profitability)]] * [[pos_discounting_invoice|Discounting the whole invoice]] ====Ship To / Ship Via== * [[pos_ship_via|Ship-Via Options]] * [[pos_shipto|Shipping to a different address]] * [[pos_shipvia|Choosing a delivery or shipping method]] ====Comments== * [[pos_comments|Comments – on a line or the whole invoice]] * [[pos_freeform|Freeform Comments]] ====BackOrder & Special Order== * [[pos_back_oversell_sellavailable|Out of Stock - Over-Sell vs. Sell Available]] * [[Out of Stock - Back Orders V6050]] * [[pos_partial_ship|Out of Stock - Partial Shipments/Block & Move]] * [[Special Order Process V6050]] * [[Special Order Misc Part V6050]] ====Returns== * [[pos_recent_purchases|Recent Purchases (add to current invoice)]] * [[pos_returns|Handling Inventory Return in System Five]] * [[:creating_a_refund_check_at_point_of_sale|Creating a Refund Check at Point of Sale]] ====Tender== * [[pos_tender_overview|Taking Tender Overview (Cash invoice vs. A/R invoice)]] * [[pos_tender_creditcards|Taking Credit Cards at the end of the sale]] * [[Tender Rounding - e.g. Eliminating Pennies]] ====Gift Cards/Gift Certificates== * [[pos_tender_gift_card_setup|Setup of System Five generated Gift Card/Certificates]] * [[training:giftcardsetup1012071504|Gift Card Setup]] * [[training:pos_tender_gift_card_selling|Gift Card Selling]] * [[pos_tender_gift_card_selling|Selling and redeeming System Five generated Gift Cards/Certificates]] * [[:pos_devices_-_msr_card_readers|Magnetic Stripe Readers (MSR)]] * [[faq:how_to_issue_gift_card_as_store_credit|How to issue gift card as store credit]] * [[:payment_processing_-_gift_cards|Gift Card Processing]] * [[faq:purchasing_system_gift_or_loyalty_cards|Purchasing Gift and Loyalty Cards]] * [[videos:giftcardpromo1110121528|Gift Card Promo]] ====RMA's/Warranties== * [[sp_RMA_Customer|RMA Customer Side]] * [[sp_RMA_Supplier|RMA Supplier Side]] * [[sp_RMA_Track_Cust|RMA Tracking Customer Returns]] * [[pos_rma_customer|RMA – from Customer]] * [[pos_rma_supplier|RMA – to Supplier]] * [[automotive_Warranties|Warranties - Recommended Process]] ======Appointments & Deliveries== ====Appointment Scheduler== * [[Appointment Scheduler]] ====Delivery Scheduler== * [[training:delivery_scheduler0804110909|Delivery Scheduler]] * Delivery Schedule Report [[https://www.youtube.com/watch?v=9hnVE3QuYng]] * Delivery Service [[https://www.youtube.com/watch?v=6ePx0jUaRVU]] ====== Promotions ===== * [[pos_promotions_overview|Promotions Overview]] ====Promo Options== * [[pos_promotions|Promotions - Buy 2 Get 1 Free]] * [[pos_promotions_buyquantity_dollar_discount|Promotion Buy Quantity Dollar Discount]] * [[pos_promotion_redeem_dollar_discount|Promotion Redeem Dollar Discount]] * [[pos_promotion_job_number_dollar_discount|Promotion Job Number Percentage Discount]] * [[pos_promotion_add_inv|Promotion Tab in Inventory Record Adding To Promotion]] ====Coupon Options== * [[pos_promotions_percentage_discount|Promotions Coupon Percentage Discount]] * [[pos_promotions_dollar_discount|Promotion Coupon Dollar Discount]] * [[pos_promotions_Percentage_Points|Promotion Coupon Percentage Points]] * [[pos_promotions_percentage_profit|Promotion Coupon Percentage Profit]] * [[pos_promotions_xpoints|Promotion Coupon X Points]] * [[pos_promotions_coupon_priceSchedule|Promotion Coupon Price Schedule]] * [[pos_promotions_coupon_advertised_price|Promotion Coupon Advertised Price]] * [[Inventory Item as a Coupon]] ====Customer Card== * [[pos_promotions_custcard_percentage_disc|Promotion Customer Card Percentage Discount]] * [[pos_promotions_custcard_price_schedule|Promotion Customer Card Price Schedule]] * [[pos_promotions_custcard_advertised_price|Promotion Customer Card Advertised Price]] ====== Customer Maintenance ===== * [[customer_overview|Customer Overview]] ====Add/Edit Customers== * [[customer_default|Default Customers]] * [[customer_find_simple|Finding Customers - simple]] * [[customer_find_enhanced|Finding Customers – enhanced]] * [[customer_add|Adding New Customers]] * [[customer_basic|Basic Information]] * [[customer_financial|Financial Info]] * [[customer_contact|Contact Names]] * [[customer_documents|Attaching Documents]] * [[customer_pictures|Pictures]] * [[customer_units|Vehicle/Unit Information]] * [[customer_lookupwords|Lookup Words]] * {{ :training:dataloading_national_accounts..pdf |National Accounts Dataload}} ====History== * [[customer_invoice|Viewing Customer Invoice History]] * [[customer_purchases|Viewing Customer Purchase History]] ====Customer Prices== * [[customer_priceschedules|Price Schedules]] * [[customer_contractprices|Contract Prices]] * [[customer_price_level_purchase_level|Changing Pricing Levels Based on Purchase Levels]] ====Comments== * [[customer_freeform|Freeform Comments]] * [[customer_warningcomments|Warning Comments]] * [[customer_history|History Comments]] ====== Accounts Receivable ===== ====Receiving A/R Payments== * [[roa_overview|Taking Payments Overview]] * [[roa_adding_from_invoice|Adding new customer payments - Editing the Work Order or Accounts Receiveable invoice]] * [[roa_adding_from_new_payment|Adding new customer payments - Paying for previous invoices by adding New Payment]] * [[roa_adding_from_r_invoice|Adding new customer payments - Leaving a credit balance on account with an R-type invoice]] * [[ar_customerfinancecompanypayments|Customer Finance Company Payments]] ====Early Payment Discount== * [[roa_early_discount_Setup Early Pay Discount|Early Payment Discounts - Setup]] * [[roa_early_discount_Early Pay Discount|Early Payment Discounts - How to use them]] ====Payment Schedule== * [[training:ap_scheduled_payments|AP Scheduled payment / distributed bill]] * [[training:pos_scheduled_payments|AR Scheduled Payment / invoice]] ====Interest Invoices== * [[ar_interest|Generating Interest Invoices]] ====A/R Reporting== * [[ar_aged_reports|Aged A/R Report]] * [[ar_statements|A/R Statements]] * [[ar_aged_ledger|Aged A/R Balanced to Ledger]] * [[training:ar_collections|Comments and Appointments]] * [[List Open Work Orders & Layaways]] * [[List of A/R Payments]] * A/R Sub-Ledger Report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5AR_SubLedger_Report.htm]] * Tender Summary/Detail Report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5TenderSummary_Detail_Report.htm]] ====A/R Utilities== * [[Apply A/R Credits]] * [[Contracts/Recurring Invoices]] ====Write Off Bad Debt== * [[How to write off a bad debt]] ====== Supplier Maintenance ===== * [[supplier_overview|Supplier Overview]] ====Add/Edit Suppliers== * [[supplier_default|Default Suppliers]] * [[supplier_defaultledger|Default Ledger Number]] * [[supplier_add|Adding Suppliers]] * [[supplier_basic|Basic Information]] * [[supplier_financial|Financial Info]] * [[supplier_contact|Contact Names]] * [[supplier_find_simple|Finding Suppliers - simple method]] * [[supplier_find_enhanced|Finding Suppliers - enhanced method]] * [[supplier_pictures|Pictures]] * [[supplier_documents|Attaching Documents To Supplier Record]] * [[supplier_lookup|Lookup Words]] * {{ :training:eft.supremittance.docx |Supplier Remittance}} ====History== * [[supplier_purchases|Viewing Supplier Purchases]] * [[supplier_bills|Viewing Supplier Bill History]] * [[supplier_checks|Viewing Supplier Checks]] ====Comments== * [[supplier_comments|Warning Comments]] * [[supplier_freeform|Extra Info/Freeform Comments]] * [[supplier_history|History Comments]] ====== Accounts Payable ===== * [[ap_overview|Accounts Payable Overview]] ====Creating/Editing Bills== * [[ap_creating_bills|Creating Bills]] * [[ap_adding_tax|Adding tax to a bill]] * [[ap_finding_bills|Finding Bills]] * [[ap_linking_bills_to_purchase_order|Linking Bills to Purchase Orders]] * [[training:auto_create_bills_while_receiving_a_po_-_doc|Auto Creating Bills while Receiving and completing a PO]] ====A/P Discounts== * [[ap_early_pay_discounts|Supplier Discounts - Setting Discount Rules]] ====Paying Bills/Creating Checks== * [[speedy:ap_creditcardpayment_tobills1003280401|AP credit card payment]] * [[ap_creating_check_one|Creating a check - one check at a time]] * [[ap_creating_check_many|Creating a check - Check Run, Bills Due]] * [[ap_batching_checks|Printing batched checks]] * [[ap_reprint_check|Reprint Check]] * [[ap_voiding_checks|Voiding checks]] * [[a-_auto_withdrawal_from_bank|Auto Withdrawal from bank]] * [[ap_scheduled_payments|Distributed Payments over time]] * [[ap_emp_reimb|Employee Reimbursement]] * [[ap_contract_labour|Sub Contract Labour]] * [[ap_mark_bills_paid_with_credits|Pay A/P Bills with A/P Credits]] * Contra Accounts [[https://selfhelp.windwardoncloud.com/System5Contra_Accounts_command.htm]] ====A/P Advance== * [[ap_supplierandapadvances|Supplier and AP Advances]] * [[training:financedbysupplier0806111604|Financed by Supplier]] ====A/P Reporting== * [[ap_aged_report|Aged A/P Reports]] * [[ap_aged_ledger|Aged A/P Balance to Ledger]] * [[ap_reconcile_discounts|Supplier Discounts - Reconciling Bills and POs]] ====Sell Through Allowance== * [[Sell Through Allowance Document]] * [[Sell Through Allowance Overview|How to Use a Sell Through Allowance]] * [[Sell Through Allowance Create|How to Create a Sell Through Allowance Inside an Inventory Record]] * [[Sell Through Allowance Retail Discount|How to Use a Sell Through Allowance to Reduce the Retail Price]] * [[Sell Through Allowance Cost Rebate|How to Use a Sell Through Allowance to Reduce the Cost]] * [[Sell Through Allowance Coupon Part|How to Add a Coupon Part for a Sell Through Allowance]] * [[Sell Through Allowance Billing Accounts Receivable|How to Bill a Supplier for a Sell Through Allowance with Accounts Receivable]] * [[Sell Through Allowance Billing Accounts Payable|How to Bill a Supplier for a Sell Through Allowance with Accounts Payable]] * [[Sell Through Allowance Data Load|How to Data Load Sell Through Allowances]] ---- * [[Sell Through Allowance V6060]] ====== Accounting & Financial Reporting ===== ====Accounting== * [[accounting_debits_credits|Debits Vs Credits in System Five]] * [[accounting_ledger_numbers|Ledger Numbering System]] * [[ledger_overview|Create Edit View Chart of Accounts]] * [[employee:gl_-_long_ledgers-setup|Long ledger setup]] * [[ledger_invoice_posting|How does an invoice post to the ledger?]] * [[accounting_book_months|Book Months / Accounting Periods]] * Accural Method vs Cash Based Accounting explained [[https://www.youtube.com/watch?v=IXQq7G6v_e0]] * [[ledger_caseware_export|Caseware Export for your Accountant]] * [[ledger_restart|Startup of Ledger in System Five]] ====Financial Reports== * [[ledger_details|Showing Details in Ledger Transactions]] * [[ledger_balance_sheet|Balance Sheet]] * [[ledger_income_expense|Income and Expense Statement]] * [[ledger_main_and_sub|Main Category Income and Expense]] * [[ledger_profitability|Profitablity by Sub Category Report]] * [[ledger_customized_overview|Customized ledger reports – overview]] * [[ledger_customized_creating|Custom ledger reports]] * Customized Report Examples * Comparative Reporting * [[sport_labor_reporting|Labor Profit Reporting]] ====== Journal Entries ===== ====Add/Edit Journal Entry== * [[journal_entry_overview_and_creating_checks_v6050_|Journal Entry Overview and creating checks V6050]] * [[Editing and Reversing journal entries V6050]] ====Journal Templates== * [[using_templates_to_create_journal_entries_v6050_|Using Templates to create Journal Entries V6050]] ====Finding Journal Entries== * [[Finding Journal Entries - posted or unposted V6050 ]] ====Duplicate Journal Entry== * [[Duplicate and Reverse a Journal Entry V6050]] ======Job Costing== * [[contractor_jobs|Using Jobs]] * [[contractor_job_reporting|Job Reporting]] * [[sp_job_costing|Job costing]] ====== Form & Label Design ===== * [[pos_building_your_own_invoice|Building Your Own Invoice]] * [[Introduction_to_forms]] ====Form Design == * [[invoice_templates]] * [[:system_five_-_invoice_forms|Invoice forms import export]] * [[training:form_design_and_creation_basics0711291614|Basic design and creation]] * [[Invoice_form_Advanced_form_design_techniques]] * [[invoice_form_calculations_in_items|Calculations in the Items Section]] * [[form_design|Check_form_setup_for_use]] * [[form_webrep|Web_Repository]] ====Invoice Tree== * [[invoice_tree]] * [[:invoice_subtype_usage|Invoice Sub-types]] * [[speedy:printer_setup1003220917|Printer Setup]] * [[invoice_tree_advanced_item|Advanced techniques for item selection]] * [[training:invoice_tree_advanced_form_design_techniques|Form design techniques]] ====Slip Receipts == * [[Slip_printer_setup|Setting up a slip printer]] * [[Slip_Printer_Design|designing your slip Receipts]] ==== Label Design == * [[inventory_label_printers|Label printers - dedicated label printers vs laser & inkjet printers]] * [[inventory_label_print|Printing Labels]] * [[inventory_labels_not_printing|Not printing labels for some items]] * [[Label_Design_Avery_Sheets|Setup and Design for Avery Sheet Labels]] * [[inventory_label_design_laser|Customizing Inventory Labels for a laser printer]] * [[speedy:laser_label1004201544|Laser label]] * [[:code_label_design_info|Code Based Label Design Information]] * [[:label_design_barcode|Label Design - Choosing The Right Barcode]] * [[training:inventory_label_design_laser|Laser label design]] * [[:zebra_printer_label_creation_via_the_free_zebra_zdesigner_software|Zebra Text based label codes]] * [[training:inventorylabeldesignforsheetlabels0803071418|Sheet label setup]] * [[training:special_order_labels0811060930|Special Order Labels]] * [[Garden_Printing|Printing Free-Form Information on Invoices and Slip Receipts]] * [[Shelf Labels Liquor Store-Washington State]] * [[training:contractor_solables|Special order labels]] ====Barcode Labels == * [[inventory_barcode_design|Customizing Barcode Labels for a barcode printer]] ====Claim Checks== * [[sp_claim_checks|Claim Checks for repair orders]] ======Reports== ====Category/Inventory Sales Reports== * [[training:reporting_lost_sales0801090907|Lost Sale report]] * Ranking sales report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Ranking_Sales_report.htm]] * [[report_Main_cat|Main Category Sales report]] * [[report_sub_cat|Sub Category Sales report]] * Top Sales report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Ranking_Sales_report.htm]] * [[report_weekly|Weekly Sales report]] * Items sold by Customer report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Items_Sold_By_Customer_report.htm]] * [[report_supplier_sales|Supplier Sales report]] * [[report_Sales_by_brand|Brand_Sales_Report]] ====Invoice Sales Reports== * [[report_Invoice|Invoice report]] * Estimate Closing report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Estimate_Closing_report.htm]] * [[report_discount|Discount report]] * Quoted vs Billed report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Quoted_v_Billed_report.htm]] * [[report_open_work_order|Open Work Orders report]] * Customer Yearly Sales report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Customer_Yearly_Sales_report.htm]] * [[report_labor_profit|Labor_Profitability_with_Travel_time]] * Quick Salesperson report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Quick_Salesperson_report.htm]] * Spif report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5SPIFs_Paid_report.htm]] ====Sales Commission== * [[category_commissions|Commission Structures by Sub Categories]] * [[pos_commissions_whole_invoice|Setting commissions - one sales rep per invoice]] * [[pos_split_commissions|Setting commissions - multiple sales reps per invoice]] * Salesperson Commission report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Salesperson_Commission_report.htm]] ==== Inventory Reporting ===== * [[rep_inv|Standard report - Stock count example]] * [[rep_inv|Design Inventory Report]] * [[report_stock_age|StockAge_Inventory_Report]] ==== Customer/Supplier Reporting ===== * [[rep_cust|Mailing_List_Report]] * [[training:mail_merge0801211249|Mail merge]] * [[customer_reports|Customer Reports]] * [[customer_mailinglists|Customer Mailing Lists]] * [[customer_mailmerge|Mail Merge]] * [[supplier_reports|Supplier Mailing List]] * [[pos_promotions_customer_reports|Promotional Mailout based on Customer Purchase History]] * [[sport_mailmerge|Mail_Merge]] ---- ==== Written Sales ==== * {{ :training:written_sales.docx |About Written Sales report}} * [[employee:writtensalesreport|Setup]] ---- ==== Shipment ==== * {{ :training:shipment_list_doc.pdf |About Shipment}} ---- ==== MultiCat ==== * [[:multi_cat_subject_master_msa_tobacco|MultiCat/MSA/Tobacco reporting]] ---- ==== CRM Opportunity Tracking ==== * Overview [[https://www.youtube.com/watch?v=pc1hDx4u6IU]] * [[CRM Opportunity Tracking]] ======Miscellaneous== ====Lists== * [[sp_quick_list|Quick List]] * [[https://www.youtube.com/watch?v=-wMKoBC5n18]] ====Email== * [[:gmail_google_mail_with_system_five|Email]] * [[videos:invoice_email_pdf1008121019|Email pdf invoices]] * [[:email_prompt_allow_deny|Email Prompt to Allow or Deny]] * [[:basic_troubleshooting|Troubleshooting]] ====Cell Phone Activations== * [[Cell Phone Activations]] ======**MODULES - Code Activated**===== ====AIC Module== ===AIC Setup== * {{:employee:advanced_inventory_control:advanced_inventory_control_whitepaper.pdf|Advanced Inventory Control Whitepaper.pdf}} * [[aic_control|Advanced Inventory Control Overview]] * [[aic_setup|Convert existing user-setup]] * [[training:aic_set_locations|Convert existing stock]] * [[aic_set_locations|Set locations]] * {{ :training:aic_po_receiving.pdf |PO Receiving}} * [[training:aic_set_location_dept_transfer0805301215|Set Location Department Transfer]] ===Move Locations== * [[aic_move|AIC Move to Location]] * [[aic_stock_move_part|Moving stock by part]] * [[aic_stock_move_invoice|Moving stock by invoice]] * [[aic_stock_move_location|Moving stock by location]] * [[aic_toolbox|Toolbox required for existing user with stock]] ===Location Maintenance== * [[aic_multi_location_maintenance|AIC Multi-Location Maintenance]] * [[training:aic_restarting_the_location_segment_definitions0811210954|Restart Location Segment]] * [[training:aic_cyclecount0802111433|AIC cycle count]] * [[:physical_inventory_count_strategy_aic_advanced_inventory_control|Physical Count Strategy for AIC]] ---- ====Contractor Module ===== * [[contractor_tab_on_invoice|Contractor_on_Invoice]] * [[contractor_templates|Using_Templates]] * [[contractor_keywords|Keywords for Room Locations]] * [[contractor_steal|Work order Stealing]] * [[contractor_Btype|B Type - accounts receivable invoice with back orders]] * [[contractor_data52|Virtual Warehouse and Data52 downloads]] * [[training:pick_slip_check0807251111|Pick Slip Checker]] * Pick Slip [[https://www.youtube.com/watch?v=lLgrxn8q04M]] * [[contractor_bulbs|Bulbs required for fixture]] * [[contractor_flat_glass|Flat Glass Features]] ===Reports== * [[training:contractor_job_reporting|Job Reporting]] * [[contractor_rep_Efficiency|efficiency Report]] * [[contractor_rep_Pending|Pending Report]] * [[contractor_rep_Inspection|Inspection Report]] * [[contractor_rep_Incomplete|Incomplete Report]] * [[contractor_rep_Projected_Rec|Projected Receivables Report]] * [[contractor_rep_Trouble_Codes_report|Trouble Codes Report]] ===Lights Of America== * [[employee:lights_america_integration_-_lasi|Lights America Documentation Overview]] * [[contractor_Lights_america_import|Import a Lights America parts list]] * [[contractor_Lights_america_importPO|Import a Lights America PO]] * [[contractor_Lights_america_defined_import|Using the Defined Lights America template for Importing]] * [[contractor_Lights_america_Modify_defined_import|Modify the pre defined Lights America template for Importing]] ===LAMI== * [[contractor_lami_install|Install the Lami Application]] * [[contractor_lami|Setting up the Lami Application]] * [[contractor_using_lami|Using the Lami Application]] ===LASI== * [[contractor_lasi_install|Installing the Lasi Application]] * [[contractor_lasi|Setting up the Lasi Application]] * [[contractor_using_lasi|Using the Lasi Application]] ==== Rental Module ===== * [[Rental_overview|Rental Module Overview]] ===Rental Setup Options== * [[training:rental_setup|Setting rental rates]] * [[rental_minimum_charge|Setting a Minimum charge]] * Setting Rental Business hours [[https://selfhelp.windwardoncloud.com/index.htm#t=System5Set_business_hours.htm]] * Setting Time Periods [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Time_Periods.htm]] * Setting Rental Rules [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Rental_Rules.htm]] * Do not charge rental rate when closed [[https://selfhelp.windwardoncloud.com/index.htm#t=System5Do_not_charge_hourly_rates_on_re.htm]] * [[training:rental_different_rent_time|Different time different item]] * [[training:rentalendofdayoption1003220835|End of Day Option]] * [[rental_weekday_only_for_one_week|Setting up Weekly Rental for Weekdays Only]] * [[rental_open_ended_manual_rate_setup|Setting up Open Ended Rentals with Manual Rate]] * [[rental_price_schedules|Rental rates and Price Schedules]] * [[Rental Price Schedule Exemptions]] * [[rental_modify_display|Modify the display while setting rental rates]] * [[rental_no_print_rental|Do not print rental rates on invoice]] * [[rental_create_item|Create a rental item]] * [[rental_serialized_unit|Creating a serialized rental unit]] * [[rental_create_use_kit|Creating and Using Rental Kits]] * [[rental_stock_transfers|Using Stock Transfers for Rental items]] * [[rental how_does_dep_work|How does rental Depreciation work]] ===Rental Process== * [[reserving_rentals|Making a Reservation]] * Estimates for rental [[https://selfhelp.windwardoncloud.com/index.htm#t=System5Set_rental_estimates_invoice_sub.htm]] * [[rental_different_rent_time|Setting different rental times for different items]] * [[rental_manual_change_price|Manually change a rental Price]] * [[selling_a_rental_unit|Selling a rental unit]] ===Rental Reports== * [[rental_current|Rental Current]] * [[rental_overdue|Rental Overdue]] * Rental No Shows [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5No_Shows_command.htm]] * [[rental_conflict|Rental Conflicts]] * [[rental_return|Rental Returns]] * [[training:rental_current|Current Rental]] ===Recurring/Renew Rentals== * [[rental_rolling_sub_type|Setting recurring rental sub type]] * [[rental_recurring|Using Recurring Rentals]] ===Rental Maintenance== * [[rental_service_maintenance|Service Invoice Rental Maintenance]] * [[training:donotprintrentalratesoninvoice0809171359|Do not print rental rates]] * [[training:rental_sell|Selling rental item]] * Disable sell button [[https://selfhelp.windwardoncloud.com/index.htm#t=System5Disable_the_Sell_button_for_rent.htm]] ---- ==== Napa ProLink ===== *[[Napa]] ======Automotive===== ====Tire Sizing/Quick Quote== * [[automotive_Tires|Tires Sizing Setup]] * [[automotive_quick_quote|Quick Quote for Tires]] ====Cores== * [[faq:cores|How do Cores Work?]] * [[faq:setup_automotive_cores|Setup Automotive Cores]] * [[training:cores1009101657|Core charges handling]] ====Sublet Labour== * [[training:subcontractlabour0712120929|Sublet Labour]] * [[training:rental_sublet1309061300|Rental Sublet]] ====Trade Ins/Lein Payouts== * [[automotive_TradeIns|TradeIns]] * [[automotive_LeinPayouts|LeinPayouts]] ====Shop Supplies== * [[employee:sales:quantify:shop_supplies|Shop Supplies]] ====Lease & Loan Master== * [[Lease & Loan Master]] ====== Garden Center ====== ====Potting up== * [[Garden_Plants Growing into a New inventory Item|Potting Up]] ====Botanical Names== * [[Garden_Referencing Botanical Names for Searching|Storing Free-form Information-Botanical Names]] ====== Health Billing ====== * [[Invoice Health Billing Enhancement]] ====== Multi Currency ===== * [[multi_overview|Multi Currency Overview]] ====Multi Currency Setup== * [[multi_setup|Multi Currency Setup]] * [[multi_add_item|Assign currency type to inventory]] * [[multi_supplier|Multi setting Supplier currency]] * [[mulit_customer|Multi setting customer currency]] * [[Deleting multi currency setup]] ====== Departments - Locations ===== ====Dept Settings== * [[dep_settings_names|Department Names]] * [[dep_settings_wrong_dept|Departments Prevent Being in Wrong Department]] * [[dep_settings_pref|Department Prefixes and Customer Setting]] * [[dep_settings_inv|Departments Inventory Departments Settings]] * [[dep_settings_inv_trans|Departments Inventory Transfer Account and Transfer Settings]] * [[dep_settings_various|Department Price Schedules Payment Options and Inter-Department Transfer Account]] * [[dep_inter-dep|Departments Inter-Departmental Transfer Account]] * [[dep_cust_supp_vis|Departments Customers Suppliers Visible]] ====Dept Transfers== * [[dep-transfer_delayed|Transfer Stock Manually - Transfer Delayed]] * [[dep_transfer_request|Transfers Request Transfer]] * [[dep_transfer_serialized|Transferring Serialized Stock]] * [[dep_transfer_edit_void|Transfers Edit Or Void A Transfer Invoice]] * [[dep_transfer_suggested|Suggested Transfers]] * [[dep_allocate_stock|Distribute Stock Qty at Receiving]] ====== WE-Commerce(WECS)Module ===== * [[ecommerce_overview_final|WebStore Overview]] ====WE-Commerce Setup== * [[wecs_setup_webstore|Setup and Creation of WebStore]] * [[wecs_setup_system5|Setup of Inventory in System Five]] * [[wecs_upload|Uploading of Inventory and Categories to WebStore]] * [[wecs_customerwebentry|Customer entry of order in WebStore]] * [[wecs_websale|Downloading of Customer and WebStore Orders]] * [[wecs_admin|Administration of WebStore]] * Exceptions No Stock * [[wecs_cat|E-Comm Category Setup]] * [[wecs_inv|E-Comm Inventory Setup]] * [[wecs_dl|E-Comm Dataload]] * [[wecs_setup_ov|E-Comm Setup Overview]] * [[wecs_ship|E-Comm Shipping Setup]] * [[wecs_tax|E-Comm Tax Setup]] * [[wecs_cust|E-Comm Edit Customer User Settings]] * [[wecs_appearance|E-Comm Appearance]] * {{ :training:tax_configuration_webapi.docx |Tax Configuration}} ====== End of Day Procedures ===== * [[eod_overview|End of Day Overview]] * [[eod_cashoutA|Point of Sale Transaction Report Part A]] * [[eod_cashoutB|POS Transaction Report Part B]] * [[eod_cashoutc|POS Transaction Report Part c]] * [[eod_bank_deposit|Making a Bank Deposit Entry]] * [[eod_Paid_Out_JE|Journal Entry for Paid Outs]] * [[eod_reconcile|Reconcile Cash Clearing]] * [[training:batchandshift_screen_stream1010071604|Using Batches and Shifts]] * [[https://selfhelp.windwardoncloud.com/f=t&t=faq:what_s_new_6_2_2#t=System5Point_of_Sale_Transactio00001160.htm]] * [[:staff_are_forgetting_to_close_the_pos_transaction_file_at_the_end_of_the_day|Autoclose POS report]] * [[eod_recall|Recall previous report]] * [[eod_clear_checks|Verify checks entered]] * [[eod_clear_credit_cards|Verify credit cards entered]] * [[faq:reports:point_of_sale_transaction_report:cash_count_no_longer_there|Cash Count]] * [[employee:posreportchangeoncloud|POS Transaction Report On CLOUD]] ====== End of Month Procedures ===== * [[faq:month_end_procedure|Month End Procedures]] * [[eom_Trial_bal|Trial Balance]] * [[eom_Proof|What is Proof]] * [[eom_integrity_checks|Integrity Checks]] * Balance Sheet [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Balance_Sheet_report.htm]] * Statement Report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5Statements_report.htm]] * [[eom_Min_BM|Minimum book month]] * AR Sub ledger report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5AR_SubLedger_Report.htm]] * AP Sub ledger report [[https://selfhelp.windwardoncloud.com/index.htm?#t=System5AP_SubLedger_report.htm]] * [[eom_bankrec_OS|Bankrec_OS_checks]] * [[ledger_reconcile|Reconcile Cash Clearing]] ====== End of Year Procedures ===== * [[eoy_overview|End of Year Overview]] * How to complete a year end https://selfhelp.windwardoncloud.com/index.htm#t=QuickReferenceGuideHow_to_Complete_a_YearEnd.htm * [[eoy_stock_count|Physical Inventory Count]] {{ :training:physical_inventory_counting_recent.pdf |Physical Count}} * [[eoy_adj_serila_stock|Manual adjust serial stock YE]] * [[training:general_ledger_interface0802211455|General Ledger interface]] * [[training:ledger_balance_sheet|Balance Sheet]] * [[:stock_ledger_reconciliation_report|Stock/Ledger Reconciliation]] * [[eoy_test_proof|Test Proof]] * [[eoy_integrity|Integrity Checks]] * Importance of Minimum Book month * [[eoy_comparear|Aged AR balance to ledger]] * [[eoy_compareap|Aged AP balance to ledger]] * [[training:inventory_value_report1005311410|Inventory Value]] * [[eoy_maincatsalesreport|Main Cat Sales Rpt]] * [[eoy_p_l_summarized|P & L Summarized]] ====== Payroll ===== ==== Getting Started == * [[http://wiki.wws5.com/doku.php?id=videos:juno:gettingstartedguide1108291140|INTRODUCTION CANADA]] * [[INTRODUCTION USA]] * [[videos:juno:step1a_companyinfo1109051719|Company Info Setup]] * [[Company Set Up - Address]] * [[videos:juno:comp_modify_company_info1106131057|Modify Company Info]] * [[videos:juno:step1b_companypp1109051722|Company Pay Periods]] * [[videos:juno:step3_income1112301000|Income Payroll Items]] * [[videos:juno:step4_deductions1112301018|Deduction Payroll Items]] * [[videos:juno:step2_taxes1112300959|Taxes Payroll Item]] * [[videos:juno:step5_employeefile1109051732|Employee File]] * [[videos:juno:step6_employee_payitems1109051733|Employee Payroll Items]] * [[videos:juno:step7_accumulators1109051735|Accumulator Payroll Items]] * [[videos:juno:step8_empaccumulators1109051737|Employee Accumulators]] * [[Payroll Item Setup - Understanding it]] * [[videos:juno:comp_setup_cpp1108091621|Setup CPP as a Tax Payroll Item]] * [[Set up of EI as a tax payroll item]] * [[videos:juno:comp_link_pay_items1106131052|Link Payroll Items]] ==== Payroll Item Set Up == * [[videos:juno:taxablebenefit(noncash)1108221049|Taxable Benefit]] * Setup Hourly Wage Income item [[https://selfhelp.windwardoncloud.com/index.htm#t=S5_Payroll_CAAdd_a_New_Income_Payroll_item.htm]] * [[videos:juno:comp_setup_ret_vac_pay_part11108092100|Vacation Pay Retained Part 1]] * [[videos:juno:vacpay_retained1205300604|Vacation Pay Retained]] * Vacation Days as an Accumulator [[https://selfhelp.windwardoncloud.com/index.htm#t=S5_Payroll_CAAccumulators.htm]] * [[videos:juno:process_accounting_for_sick_time1108231203|Sick Days as an Accumulator]] * [[Set up Banked time as an Accumulator]] * [[Set up of an Income Item – Manually]] * [[videos:juno:emp_change_wage1110111644|Modify Employee Wages]] * [[videos:juno:employee_advance_accumulator|Employee Advance Accumulator]] * [[videos:juno:emp_adv_income_wtax1202060654|Employee Advance (with income tax withheld on the advance)]] * [[videos:juno:manual_bonus_cheque1108201142|Employee Bonus Check]] * [[videos:juno:emp_loan_ntax1202060659|Employee Loan - No Tax]] * [[Overview –Pay Run]] * [[videos:juno:review_payrun1202080512|Review Payrun]] * [[videos:juno:process_a_payrun1202080513|Processing a Payrun]] * [[videos:juno:reverse_emp_paycheck1111041253|Reverse Employee Paycheck]] * [[videos:juno:reprint_check1202080518|Reprint Payroll check]] * [[videos:juno:comp_non_taxable_alimony_setup1108091540|Non Taxable Item - Example Alimony]] * [[videos:juno:comp_non_taxable_maint_setup1108091541|Non Taxable Item - Example Maintenance]] * [[Set up of an Additional Income Tax as a Deduction]] * [[videos:juno:comp_setup_tax_deduction1108091325|Taxable Deduction]] * [[Set up of an RRSP Deduction]] * [[videos:juno:comp_edit_deduction1106131047|Edit Deduction Payroll Item]] * [[videos:juno:calc_ratetables1110121329|Calculation Rate Tables]] * [[videos:juno:calc_explained1110121350|Calculations Explained]] * [[videos:juno:payroll_departments1202060522|Payroll and Departments]] * [[videos:juno:journal_security1202060524|Journal Security]] * [[training:donot_delete_journals1203090912|Do Not Delete Journals]] ==== Employee Set Up == * [[New Employee Setup]] * [[videos:juno:td1_credits1109201152|TD1 Claim Amounts]] * [[Employee Additional Tax Credits]] * [[Employee Other Tax Credits]] * [[videos:juno:comp_taxable_addtax_setup1108041257|Setup Additional Tax Deduction]] * [[videos:juno:carry_fwd_amounts1110121527|Carry Forward Amounts]] ==== Month End/Year End Processes == * [[videos:juno:remittance_setup1111010753|Remittance Setup]] * [[videos:juno:remittance_process1111010756|Payroll Remittance Process]] * [[videos:juno:pay_remittance1202080515|Paying Payroll Remittance]] * [[videos:juno:other_tax_credits1109201422|Other Tax Credits]] * [[videos:juno:cra_remit_form1202281123|CRA Remit Form]] ==== Reporting == * [[videos:juno:custom_payroll_reporting_-_the_basics|Custom Payroll Reporting The Basics]] * [[videos:juno:filters1202030601|Filters on Custom Payroll Reports]] * [[videos:juno:reporting_detail1202030559|Adding Detail to Custom Reporting]] * [[Payroll Earnings Analysis]] ======Support Queue== ====Support Plan Setup== ====Support Queue== ====== Web Wireless Solution ===== * [[webwireless_NewSale|Wireless New Sale]] * [[webwireless_Findpart|Wireless Find Part]] * [[webwireless_Findcust|Wireless Find Customer]] * [[webwireless_Stockcount|Wireless Stock Count]] * [[webwireless_CreatePO|Wireless Create New and Edit a PO]] * [[webwireless_NewEditRec|Wireless New and Edit Receiving]] * [[webwireless_overview|Web Wireless Overview]] * [[webwireless_pos_stock_check|Invoicing, stock check]] * [[webwireless_stock_count|Stock Count]] * [[webwireless_customer|Customer Searching]] * [[webwireless_po_addstock|Purchase Orders and stock receiving]] * [[webwireless_test_service_app]] ====== AUSTRALIA RULES ===== * Tax Setup for Australia/NZ GST [[speedy:settings_newtaxau1004051319|Tax Setup]] * Pricing Options for GST Excluded & GST Included [[https://www.youtube.com/watch?v=JTLoWzYNwRU]] * Tax Exempt [[https://selfhelp.windwardoncloud.com/f=t&t=faq:what_s_new_6_2_2#t=System5Tax_Zone_report__Exempt_Invoices.htm]] * [[:taxes_-_cash_based_taxation|Cash Based Taxation]] * Tax Zone Report Australian GST [[https://selfhelp.windwardoncloud.com/f=t&t=faq:what_s_new_6_2_2#t=System5Tax_Zone_report__Australian_GST_.htm]] * [[training:auto_create_bills_while_receiving_a_po_-_doc|Auto Creating Bills while Receiving and completing a PO]] * EFT setup for Accounts Payable [[https://selfhelp.windwardoncloud.com/System5Setting_up_EFT_Payments.htm]] * [[:setup_of_pc_eftpos|Setup of PC EFTPOS]] * [[bulk good sales DOC]] * [[Auto Create Bills while receiving a PO - DOC]] * [[:payment_processing_options_-_australia|Payment Processing Options - Australia]] * [[:supplierremittance|Supplier remittance]] * Glossary of Wholesale [[https://medium.com/shelf-life/glossary-7b4020bdc9ff]] ======DOCUMENTATION===== * [[docs_Style_Guide|Style Guide]] * [[docs_Help_Review|Help Review Process]] * [[docs_Links|Link Specification]] * [[docs_Context_Map|Context Map]] * [[https://www.dokuwiki.org/wiki:syntax|Wiki Syntax ]] End