Maintenance

General information on Maintenance

PUTTING A CUSTOMER ON-HOLD
Customers are put on hold  to prevent a Customer Job from being created, SAM will at least issue a warning to the person creating a Job and/or when posting ...
Wed, 24 Nov, 2021 at 12:22 PM
[Orion] Debtors Ledger Reconciliation
How to reconcile your debtors ledger to your general ledger in Orion At the end of each month you should be reconciling your Debtors Ledger...
Wed, 21 Jul, 2021 at 10:33 PM
[Orion] How to customise email body for emailed statements?
Email body text can be customised to define new terms, new bank account details, promotions or other content that may help promote prompt paymen...
Wed, 21 Jul, 2021 at 10:34 PM
[Orion] Bad Debts - how to identify, write off and write back
This article describes how you can identify bad debtors then write off outstanding balances that you do not expect to recover. If you later rec...
Wed, 21 Jul, 2021 at 10:34 PM
[Orion] How to reconcile Parts Inventory
This article shows you how to reconcile the parts inventory in Orion At the end of each month you should be reconciling your parts inventor...
Wed, 21 Jul, 2021 at 10:42 PM
[Orion] Moving EFTPOS to manual
How to move your Orion to manual EFTPOS To move your EFTPOS to manual at any time, this can be done within your Orion.  Go to: A...
Wed, 21 Jul, 2021 at 10:45 PM