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  • OnSite / Utilities / Employees: Webinar - Best Practices for Salespeople and Sales Managers
    Answer: Many sales people struggle balancing the demands of their existing customers with the ever present need to find more new ...
  • OnSite / Accounting / Accounting Transition: How to setup Sales Tax in the OnSite system
    Answer: Sales tax setup in the OnSite system is done from several areas of the system. Below are a series of ...
  • OnSite / Accounting / Chart of Accounts: How do I change the Sales Tax Rate for a Sales Tax Account?
    Answer: In the OnSite system you have the ability to change the Sales Tax rate for accounts in the Chart of ...
  • OnSite / Accounting / Receivables: Invoicing Sales Orders
    Answer: Invoicing   Invoicing is the process of turning a Sales Order into an invoice. There are a few things to note:  1.   The ...
  • OnSite / Analysis: Sales Analysis
    Answer: The Sales Analysis section of OnSite  allows the User to analyze the Sales Order figures as they get populated. From this ...
  • OnSite / Accounting / Payables: Entering and Paying Payables
    Answer: Payables   In this section, we will focus on all transactions that are considered “Accounts Payable”.   1.  Entering Payables and Vendor Credit ...
  • OnSite / API: What is Economic/Sales Tax Nexus and how does OnSite handle these rules?
    Answer: Economic/Sales Tax Nexus is new legislation  that requires your company to keep track and file sales tax with states that ...
  • OnSite / API: Using The OnSite EDP
    Answer: EDP (External Data Processor) is a module in OnSite that allows you to convert text into a sales order and ...
  • OnSite / Important Concepts: Setting Up Your System
    Answer: Company Setup Company Setup is the area of the system where most “company-wide” settings are made.  We are going to look ...
  • OnSite / API: Shopify Sales Tax Update
    Answer: In this video we review the latest update to the Shopify Sales Tax option in OnSite 10. This new update ...

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