• Welcome to Windward Implementation
• Welcome - Short
• What is Windward System Five
• What's so special about Windward System Five
• What is an Integrated Business Management System
• Windward System Five Overview https://www.youtube.com/watch?v=IyYsj8tYTyg
• Overview of Audit Trails
• System5 Help button
• Network Setup - Client Server vs Peer to Peer Networking

• Installation Overview
• Customer responsibilities with IT infrastructure

• User Overview V6050
• Add Edit Delete Users
• Other setup items
• employee_time_sheets_v6050

• General Security Switches V6050
• Invoicing Switches V6050
• Account Payables switches V6050
• Inventory switches V6050
• Accounting Switches V6050

• Bottle Deposits - Setup

• Multiple Tax Setup V6050
• Single Tax Rate Setup V6050
• Returns using old tax rate
• Tax included in selling price
• Washington Liquor Tax Setup
• Tax Reporting - Washington

• Tire and Battery Levies V6050

• Recycle Fees V6050

• EHF Fees BC - JULY 1/2012

• golive_checklist

• 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

• Creating Starting Journal Entry V6050

• Main and sub-category Setup V6050
• Category Maintenance - moving parts to other categories v6050
• Deleting Subcategories V6050

• Example Main and Subcategories – Lighting Showroom
• Example Main and Subcategories – Garden Center
• Example Main and Subcategories – Rental Center
• Example Main and Subcategories – Furniture Store
• Example Main and Subcategories - Rentals

• Preventing Leading 0's From Being Dropped when Opening a CSV File in Excel 2013 or lower
• Preventing Leading 0's From Being Dropped when Opening a CSV File in Excel 2016 or higher
• Importing data from spreadsheets - overview V6050

• Customer Data load V6050
• Supplier Data Load V6050
• Inventory Data Load V6050
• Update Inventory Quantities V6050

• Loading Virtual Warehouse V6050
• Virtual Warehouse Maintenance V6050
• Pulling from Virtual Warehouse: Different Setup Wizard settings

• Exporting Inventory Pictures
• Importing Pictures

• Inventory Overview

• Default Inventory Items – General
• Default Inventory Items – by Supplier
• Adding New Inventory
• Deleting Inventory
• Finding Inventory
• Part Numbers, Item Numbers, Supplier Part Numbers
• Purchasing and Selling in Units of Measure
• Oddity of 8 to 14 digit part numbers

• Barcode Numbers - System Five Generated
• Barcode Numbers - From Suppliers
• Barcode Scanning - Tip - Test each Station
• Barcodes - An alphanumeric-friendly barcode for Part Numbers

• Comments and Pictures – overview
• Warning Comment at time of sale
• Printable Comment for invoices
• Warning Comment at time of ordering
• Printable Comments for purchase orders
• Freeform Comments
• Web Comments for E-commerce

• Kits – overview
• Dynamic Kits
• Static Kits
• Tag along Kits
• Kits within Kits
• Returning Kits
• Purchasing Kits from Suppliers
• Multiple choice parts in kits

• Matrix Intro
• Clothing Matrix setup
• Matrix Settings
• Purchasing matrix items
• Matrix High Low

• Employee Only Notes (Must be logged in to view)

• Multi-Level Case Breakdown & Rebuild V6050
• Packsize Purchasing Options V6050
• Touchscreen PackSizes: Selling By and Setting Defaults V6050
• Board Feet (FBM) - Dimensional Lumber
• Dimension simplified using Z-Sheets https://www.youtube.com/watch?v=e8uzsvLAgkE

• What is Landed Cost vs Cost
• Standard vs. Average vs. Next Pricing
• What are Price Schedules
• Price Schedule Exceptions – by sub category or supplier
• Setting Freight as a Percentage for All Inventory
• How is Price Schedule pricing determined
• Quantity Based Discounts
• Contract Pricing
• Setting a Minimum Price level that clerks can sell to
• Cost Multiplier
• Sale Prices and dates

• 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

• Labor Items
• Labor Tracking
• Non Inventory Items
• Miscellaneous Parts
• Superceeded Parts
• Alternate Suppliers
• Lookup Words
• Inventory Pictures

• Serial Numbers - Setup Options
• Serial Numbers - Purchasing inventory with Serial Numbers
• Serial Numbers - Selling inventory with Serial Numbers
• Serialized Return to Stock
• service invoice subtypes explained

• Service Reminder Templates
• Service Reminders
• Service Bench Setup & Process

• Unit List https://selfhelp.windwardoncloud.com/index.htm?#t=System5Unit_List_report.htm
• Unit Returns and Trade-in Actions

• WholeGoods/Unit Inventory - Setup Options
• WholeGoods/Unit Inventory - Purchasing inventory with Unit Numbers
• WholeGoods/Unit Inventory - Selling inventory with Unit Numbers

• Overview
• Consignment Setup
• Receiving serialized item
• Consignment price update
• Selling serialized consignment
• Selling non serialized consignment
• Consignment Reporting https://selfhelp.windwardoncloud.com/index.htm?#t=System5Consignment_report.htm

• Overview
• Floor plan setup
• Floor Planning New Floor Plan Stock
• Floor Planning Paying Supplier
• Floor Planning Starting Inventory Contracts
• Financed By Supplier Floor Planned
• Rebates on Floor Planned Units

• Purchase Order Overview
• Four statuses of a purchase order - what do they mean?

• Having the system suggest what to order - one supplier only with the Orders tab
• Having the system suggest what to order - all suppliers with Required Orders report
• Adding a new purchase order
• Sending a purchase order to a supplier
• Finding purchase orders
• Setting Ship Via Information on POs
• Drop Ship on PO
• Email PO
• Password protect Purchase Orders
• Sort order on PO
• Customize PO grid
• Deleting a sent PO

• OTB_Purchasing_effect
• OTB_Report_settings
• OTB_calculating_budget_figure

• Receiving purchase orders - updating cost and additional charges; freight, duty and extra
• Receiving purchase orders - adding new items to existing purchase order and creating new purchase orders at point of receiving
• Receiving partial
• Quick Receive - auto create AP Bill
• Edit a completed PO
• printing labels from PO
• Receiving from CSV file https://www.youtube.com/watch?v=J6S2LauspC8

• PO Expected Report
• 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
• Required Orders Report

• Point of Sale Overview
• Invoice types – overview

• Introduction to Invoicing - New Sale, Quick Sale or Touch Screen interface
• Creating a new invoice- New Sale interface
• Creating a new invoice - Quick Sale interface
• Creating a new invoice - Touch Screen interface
• Customize Invoice Grid V6050
• Customizing the Touch Screen Interface
• Touchscreen setup for Retail Liquor store
• Liquor_touchscreen Washington State Liquor store
• Touchscreen Lotto Payout

• Cash Sale
• Estimates
• Work Order and Order Entry
• Deposits on Work Orders
• Accounts Receivable Sale
• Layaway Invoices
• Invoice Numbering Methods
• Showroom_Stock
• Invoice Sub Types - overview
• Attaching Customers/adding on the fly
• Adding Inventory to invoice
• Changing Quantity of Items on the Invoice
• Changing the order of items on the invoice
• Barcode Scanner Interface https://www.youtube.com/watch?v=bMnEPkN9xnY
• Selling the same item – Consolidating inventory onto one line
• Charging Delivery Fees V6050
• Options – look at audit trail or ledger posting

• Layers - tracking groups on an invoice
• Layered invoices-moving shipped product to a new layer

• Discounting items (c/w profitability)
• Discounting the whole invoice

• Ship-Via Options
• Shipping to a different address
• Choosing a delivery or shipping method

• Comments – on a line or the whole invoice
• Freeform Comments

• Out of Stock - Over-Sell vs. Sell Available
• Out of Stock - Back Orders V6050
• Out of Stock - Partial Shipments/Block & Move
• Special Order Process V6050
• Special Order Misc Part V6050

• Recent Purchases (add to current invoice)
• Taking Returns
• Customer Refund at POS

• Taking Tender Overview (Cash invoice vs. A/R invoice)
• Taking Credit Cards at the end of the sale
• Tender Rounding - e.g. Eliminating Pennies

• Setup of System Five generated Gift Card/Certificates
• Gift Card Setup
• Gift Card Selling
• Selling and redeeming System Five generated Gift Cards/Certificates
• Magnetic Stripe Readers (MSR)
• How to issue gift card as store credit
• Gift Card Processing
• Purchasing Gift and Loyalty Cards
• Gift Card Promo

• RMA Customer Side
• RMA Supplier Side
• RMA Tracking Customer Returns
• RMA – from Customer
• RMA – to Supplier
• Warranties - Recommended Process

• Appointment Scheduler

• Delivery Scheduler
• Delivery Schedule Report https://www.youtube.com/watch?v=9hnVE3QuYng
• Delivery Service https://www.youtube.com/watch?v=6ePx0jUaRVU

• Promotions Overview

• Promotions - Buy 2 Get 1 Free
• Promotion Buy Quantity Dollar Discount
• Promotion Redeem Dollar Discount
• Promotion Job Number Percentage Discount
• Promotion Tab in Inventory Record Adding To Promotion

• Promotions Coupon Percentage Discount
• Promotion Coupon Dollar Discount
• Promotion Coupon Percentage Points
• Promotion Coupon Percentage Profit
• Promotion Coupon X Points
• Promotion Coupon Price Schedule
• Promotion Coupon Advertised Price
• Inventory Item as a Coupon

• Promotion Customer Card Percentage Discount
• Promotion Customer Card Price Schedule
• Promotion Customer Card Advertised Price

• Customer Overview

• Default Customers
• Finding Customers - simple
• Finding Customers – enhanced
• Adding New Customers
• Basic Information
• Financial Info
• Contact Names
• Attaching Documents
• Pictures
• Vehicle/Unit Information
• Lookup Words

• Viewing Customer Invoice History
• Viewing Customer Purchase History

• Price Schedules
• Contract Prices
• Changing Pricing Levels Based on Purchase Levels

• Freeform Comments
• Warning Comments
• History Comments

• Taking Payments Overview
• Adding new customer payments - Editing the Work Order or Accounts Receiveable invoice
• Adding new customer payments - Paying for previous invoices by adding New Payment
• Adding new customer payments - Leaving a credit balance on account with an R-type invoice
• Customer Finance Company Payments

• Early Payment Discounts - Setup
• Early Payment Discounts - How to use them

• AP Scheduled payment / distributed bill
• AR Scheduled Payment / invoice

• Generating Interest Invoices

• Aged A/R Report
• A/R Statements
• Aged A/R Balanced to Ledger
• 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

• Apply A/R Credits
• Contracts/Recurring Invoices

• How to write off a bad debt

• Supplier Overview

• Default Suppliers
• Default Ledger Number
• Adding Suppliers
• Basic Information
• Financial Info
• Contact Names
• Finding Suppliers - simple method
• Finding Suppliers - enhanced method
• Pictures
• Attaching Documents To Supplier Record
• Lookup Words
• Supplier Remittance

• Viewing Supplier Purchases
• Viewing Supplier Bill History
• Viewing Supplier Checks

• Warning Comments
• Extra Info/Freeform Comments
• History Comments

• Accounts Payable Overview

• Creating Bills
• Adding tax to a bill
• Finding Bills
• Linking Bills to Purchase Orders
• Auto Creating Bills while Receiving and completing a PO

• Supplier Discounts - Setting Discount Rules

• AP credit card payment
• Creating a check - one check at a time
• Creating a check - Check Run, Bills Due
• Printing batched checks
• Reprint Check
• Voiding checks
• Auto Withdrawal from bank
• Distributed Payments over time
• Employee Reimbursement
• Sub Contract Labour
• Pay A/P Bills with A/P Credits
• Contra Accounts https://selfhelp.windwardoncloud.com/System5Contra_Accounts_command.htm

• Supplier and AP Advances
• Financed by Supplier

• Aged A/P Reports
• Aged A/P Balance to Ledger
• Supplier Discounts - Reconciling Bills and POs

• Sell Through Allowance Document
• How to Use a Sell Through Allowance
• How to Create a Sell Through Allowance Inside an Inventory Record
• How to Use a Sell Through Allowance to Reduce the Retail Price
• How to Use a Sell Through Allowance to Reduce the Cost
• How to Add a Coupon Part for a Sell Through Allowance
• How to Bill a Supplier for a Sell Through Allowance with Accounts Receivable
• How to Bill a Supplier for a Sell Through Allowance with Accounts Payable
• How to Data Load Sell Through Allowances

• Sell Through Allowance V6060

• Debits Vs Credits in System Five
• Ledger Numbering System
• Create Edit View Chart of Accounts
• Long ledger setup
• How does an invoice post to the ledger?
• Book Months / Accounting Periods
• Accural Method vs Cash Based Accounting explained https://www.youtube.com/watch?v=IXQq7G6v_e0
• Caseware Export for your Accountant
• Startup of Ledger in System Five

• Showing Details in Ledger Transactions
• Balance Sheet
• Income and Expense Statement
• Main Category Income and Expense
• Profitablity by Sub Category Report
• Customized ledger reports – overview
• Custom ledger reports
• Customized Report Examples
• Comparative Reporting
• Labor Profit Reporting

• Journal Entry Overview and creating checks V6050
• Editing and Reversing journal entries V6050

• Using Templates to create Journal Entries V6050

• Finding Journal Entries - posted or unposted V6050

• Duplicate and Reverse a Journal Entry V6050

• Using Jobs
• Job Reporting
• Job costing

• Building Your Own Invoice
• Introduction_to_forms

• invoice_templates
• Invoice forms import export
• Basic design and creation
• Invoice_form_Advanced_form_design_techniques
• Calculations in the Items Section
• Check_form_setup_for_use
• Web_Repository

• invoice_tree
• Invoice Sub-types
• Printer Setup
• Advanced techniques for item selection
• Form design techniques

• Setting up a slip printer
• designing your slip Receipts

• Label printers - dedicated label printers vs laser & inkjet printers
• Printing Labels
• Not printing labels for some items
• Setup and Design for Avery Sheet Labels
• Customizing Inventory Labels for a laser printer
• Laser label
• Code Based Label Design Information
• Label Design - Choosing The Right Barcode
• Laser label design
• Zebra Text based label codes
• Sheet label setup
• Special Order Labels
• Printing Free-Form Information on Invoices and Slip Receipts
• Shelf Labels Liquor Store-Washington State

• Customizing Barcode Labels for a barcode printer

• Claim Checks for repair orders

• Lost Sales report
• Ranking sales report https://selfhelp.windwardoncloud.com/index.htm?#t=System5Ranking_Sales_report.htm
• Main Category Sales report
• Sub Category Sales report
• Top Sales report https://selfhelp.windwardoncloud.com/index.htm?#t=System5Ranking_Sales_report.htm
• Weekly Sales report
• Items sold by Customer report https://selfhelp.windwardoncloud.com/index.htm?#t=System5Items_Sold_By_Customer_report.htm
• Supplier Sales report
• Brand_Sales_Report

• Invoice report
• Estimate Closing report https://selfhelp.windwardoncloud.com/index.htm?#t=System5Estimate_Closing_report.htm
• Discount report
• Quoted vs Billed report https://selfhelp.windwardoncloud.com/index.htm?#t=System5Quoted_v_Billed_report.htm
• Open Work Orders report
• Customer Yearly Sales report https://selfhelp.windwardoncloud.com/index.htm?#t=System5Customer_Yearly_Sales_report.htm
• 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

• Commission Structures by Sub Categories
• Setting commissions - one sales rep per invoice
• Setting commissions - multiple sales reps per invoice
• Salesperson Commission report https://selfhelp.windwardoncloud.com/index.htm?#t=System5Salesperson_Commission_report.htm

• Standard report - Stock count example
• Design Inventory Report
• StockAge_Inventory_Report

• Mailing_List_Report
• Mail merge
• Customer Reports
• Customer Mailing Lists
• Mail Merge
• Supplier Mailing List
• Promotional Mailout based on Customer Purchase History
• Mail_Merge

• About Written Sales report
• Setup

• Quick List

• Email
• Email pdf invoices
• Email Prompt to Allow or Deny
• Troubleshooting

• Cell Phone Activations

• Advanced Inventory Control Whitepaper.pdf
• Advanced Inventory Control Overview
• Convert existing user-setup
• Convert existing stock
• Set locations
• PO Receiving
• Set Location Department Transfer

• AIC Move to Location
• Moving stock by part
• Moving stock by invoice
• Moving stock by location
• Toolbox required for existing user with stock

• AIC Multi-Location Maintenance
• Restart Location Segment
• AIC cycle count
• Physical Count Strategy for AIC

• Contractor_on_Invoice
• Using_Templates
• Keywords for Room Locations
• Work order Stealing
• B Type - accounts receivable invoice with back orders
• Virtual Warehouse and Data52 downloads
• Pick Slip Checker
• Pick Slip https://www.youtube.com/watch?v=lLgrxn8q04M
• Bulbs required for fixture
• Flat Glass Features

• Job Reporting
• efficiency Report
• Pending Report
• Inspection Report
• Incomplete Report
• Projected Receivables Report
• Trouble Codes Report

• Lights America Documentation Overview
• Import a Lights America parts list
• Import a Lights America PO
• Using the Defined Lights America template for Importing
• Modify the pre defined Lights America template for Importing

• Install the Lami Application
• Setting up the Lami Application
• Using the Lami Application

• Installing the Lasi Application
• Setting up the Lasi Application
• Using the Lasi Application

• Overview https://www.youtube.com/watch?v=pc1hDx4u6IU
• CRM Opportunity Tracking

• About Modifiers
• Modifier Integrated Selection
• Modifiers Setup

• About Shipment

• Rental Module Overview

• Alternate Ledger for sale vs rental revenue
• setting rental rates
• Setting a Minimum charge
• Setting Rental Business hours
• Setting Time Periods
• Setting Rental Rules
• Do not charge rental rate when Store is closed
• Setting up Weekly Rental for Weekdays Only
• Setting up Open Ended Rentals with Manual Rate
• Rental rates and Price Schedules
• Modify the display while setting rental rates
• Do not print rental rates on invoice
• Create a rental item
• Creating a serialized rental unit
• Creating and Using Rental Kits
• Using Stock Transfers for Rental items
• How does rental Depreciation work

• Making a Reservation
• Estimates for rental
• Setting different rental times for different items
• Manually change a rental Price
• Selling a rental unit

• Rental Current
• Rental Overdue
• Rental No Shows https://selfhelp.windwardoncloud.com/index.htm?#t=System5No_Shows_command.htm
• Rental Conflicts
• Rental Returns

• Setting recurring rental sub type
• Using Recurring Rentals
• Setting up credit card for recurring rental

• Service Invoice Rental Maintenance

• Napa

• Tires Sizing Setup
• Quick Quote for Tires

• How do Cores Work?
• Setup Automotive Cores
• Core charges handling

• Sublet Labour
• Rental Sublet

• TradeIns
• LeinPayouts

• Shop Supplies

* Lease & Loan Master

• Potting Up

• Storing Free-form Information-Botanical Names

• Multi Currency Overview

• Multi Currency Setup
• Assign currency type to inventory
• Multi setting Supplier currency
• Multi setting customer currency
• Deleting multi currency setup

• Department Names
• Departments Prevent Being in Wrong Department
• Department Prefixes and Customer Setting
• Departments Inventory Departments Settings
• Departments Inventory Transfer Account and Transfer Settings
• Department Price Schedules Payment Options and Inter-Department Transfer Account
• Departments Inter-Departmental Transfer Account
• Departments Customers Suppliers Visible

• Transfer Stock Manually - Transfer Delayed
• Transfers Request Transfer
• Transferring Serialized Stock
• Transfers Edit Or Void A Transfer Invoice
• Suggested Transfers
• Distribute Stock Qty at Receiving

• WebStore Overview

• Setup and Creation of WebStore
• Setup of Inventory in System Five
• Uploading of Inventory and Categories to WebStore
• Customer entry of order in WebStore
• Downloading of Customer and WebStore Orders
• Administration of WebStore
• Exceptions No Stock
• E-Comm Category Setup
• E-Comm Inventory Setup
• E-Comm Dataload
• E-Comm Setup Overview
• E-Comm Shipping Setup
• E-Comm Tax Setup
• E-Comm Edit Customer User Settings
• E-Comm Appearance

• End of Day Overview
• Point of Sale Transaction Report Part A
• POS Transaction Report Part B
• POS Transaction Report Part c
• Making a Bank Deposit Entry
• Journal Entry for Paid Outs
• Reconcile Cash Clearing
• Using Batches and Shifts
• https://selfhelp.windwardoncloud.com/f=t&t=faq:what_s_new_6_2_2#t=System5Point_of_Sale_Transactio00001160.htm
• Autoclose POS report
• Recall previous report
• Verify checks entered
• Verify credit cards entered
• Cash Count
• POS Transaction Report On CLOUD

• Month End Procedures
• Trial Balance
• What is Proof
• 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
• 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
• Bankrec_OS_checks
• Reconcile Cash Clearing

• End of Year Overview
• Physical Inventory Count
• Manual adjust serial stock YE
• General Ledger interface
• Balance Sheet
• Stock/Ledger Reconciliation
• Test Proof
• Integrity Checks
• Editing ledger transaction (view details)
• Back dating adjusting Entries - Importance of Minimum Book month
• Aged AR balance to ledger
• Aged AP balance to ledger
• Inventory Value balance to ledger
• Main Cat Sales Rpt
• P & L Summarized

• PAYROLL AUSTRALIA SETUP
• INTRODUCTION CANADA
• INTRODUCTION USA
• Company Info Setup
• Company Set Up - Address
• Modify Company Info
• Company Pay Periods
• Income Payroll Items
• Deduction Payroll Items
• Taxes Payroll Item
• Employee File
• Employee Payroll Items
• Accumulator Payroll Items
• Employee Accumulators
• Payroll Item Setup - Understanding it
• Setup CPP as a Tax Payroll Item
• Set up of EI as a tax payroll item
• Link Payroll Items

• Taxable Benefit
• Setup Hourly Wage Income item
• Vacation Pay Retained Part 1
• Vacation Pay Retained Part 2
• Paying Retained Vacation Pay
• Vacation Days as an Accumulator
• Sick Days as an Accumulator
• Set up Banked time as an Accumulator
• Set up of an Income Item – Manually
• Modify Employee Wages
• Employee Advance Accumulator
• Employee Advance (with income tax withheld on the advance)
• Employee Bonus Check
• Employee Loan - No Tax
• Overview –Pay Run
• Review Payrun
• Processing a Payrun
• Reverse Employee Paycheck
• Reprint Payroll check
• Non Taxable Item - Example Alimony
• Non Taxable Item - Example Maintenance
• Set up of an Additional Income Tax as a Deduction
• Taxable Deduction
• Set up of an RRSP Deduction
• Edit Deduction Payroll Item
• Calculation Rate Tables
• Calculations Explained
• Payroll and Departments
• Journal Security
• Do Not Delete Journals

• New Employee Setup
• TD1 Claim Amounts
• Employee Additional Tax Credits
• Employee Other Tax Credits
• Setup Additional Tax Deduction
• Attach Image to Employee File
• Carry Forward Amounts

• Remittance Setup
• Payroll Remittance Process
• Paying Payroll Remittance
• Other Tax Credits
• CRA Remit Form

• Custom Payroll Reporting The Basics
• Filters on Custom Payroll Reports
• Adding Detail to Custom Reporting
• Payroll Earnings Analysis

• Wireless New Sale
• Wireless Find Part
• Wireless Find Customer
• Wireless Stock Count
• Wireless Create New and Edit a PO
• Wireless New and Edit Receiving
• Web Wireless Overview
• Invoicing, stock check
• Stock Count
• Customer Searching
• Purchase Orders and stock receiving
• webwireless_test_service_app

• Tax Setup for Australia/NZ GST
• Pricing Options for GST Excluded & GST Included https://www.youtube.com/watch?v=JTLoWzYNwRU
• Tax Exempt & Non Taxable Customers
• Cash Based Taxation
• Accrual Based GST Setup & Reporting
• GST/BAS Reporting and J/E Adjustments
• Understanding Tax Zone Reports
• Auto Create Bills from P.O’s
• EFT setup for Accounts Payable https://selfhelp.windwardoncloud.com/System5Setting_up_EFT_Payments.htm
• Setup of PC EFTPOS
• EFTPOS Terminal Setup for Quest
• bulk good sales DOC
• Auto Create Bills while receiving a PO - DOC

• Style Guide
• Help Review Process
• Link Specification
• Context Map
• Getting Started

• doc

End