Overview
The “Types” tab is where various drop-down options throughout the software are stored, though some selections can’t be customized.
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For each tab covered, the steps to insert a new option applies, as well as a right click>export to excel. To insert a new type:
-Select the tab under type you want toadd to
-Click insert
-Select any relevant drop downs for the type.
-Click save
“Activity” is referenced on the customer and personnel modules under the activity tab.
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“Chart” controls the chart of accounts where you can manage and create entries referenced on the various debits and credit drop down options. If "General Account" is checked and the letters "XXX" in the Account # field, the software will replace the XXX with the Office # of where the entries belong to when it exports the data. If "General Account" is unchecked, the software will replace the XXX with zeros when data is exported.
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The “Customer” tab is where client statues and types are created. You select which on the type dropdown.
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The “Document” tab is where you can create document types available for selections on the document tabs. You can also specify if the type is the default selection for the category and be notified when a document is added.
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The “Payment” tab is where you can create new payment types referenced in the A/R Module. The typeselection will determine what type of payment it is, such as debit memo or credit etc.
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The “Payroll” tab is where additions and various pay types are configured, and show on portions within the Payroll module, such as additions and pay types. These pay types all have various options depending on their usage, such as accrual settings, exemptions, taxable, etc. Aside from the available options that can be checked, the type will select largely how the pay type is regarded (sick, vacation, reimbursement, etc).
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The “Skill/Cert/Test” tab is where you can add and categorize the items available to add to personnel under the skills tab. Each entry has a type selection, description, and sub category to be grouped under.
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