Core Training: Core Training - Accounting Webinars Answer: In this series of webinars, we go over how to do core accounting transactions in the OnSite system. There is ...
Core Training: Training Best Practices Answer: The video below will review our ShopWorks "Trainng Best Practices", included will be our training options as well as how ...
OnSite / Accounting / Payments: Payments and Credit Memos Answer: Payments & Credit Memos
This training program covers:
1. Receiving funds from customers for invoices or work in progress.
2. How to ...
OnSite / Accounting / Bank Accounts: Bank Transactions Answer: Watch the videos below to view our training program on how to handle manual bank transactions:
These are transactions that are used for ...
OnSite / Customers: Customer Setup Answer: The purpose of this Training Program is to familiarize yourself with the setup and creation of Customers.
The “Customer” section of ...
OnSite / Products: Product Setup For Administrators Answer: The purpose of this Training Program is to familiarize yourself with the setup and importing of Products.
Products are any item ...
OnSite / Vendors: Vendor Setup Answer: The purpose of this Training Program is to familiarize yourself with the setup (and sometimes importing) of Vendors.
Vendor settings are ...
OnSite / Sales Orders: Order Entry For Administrators Answer:
Order Entry is the single most important part of the OnSite system.
1. It is where the bulk of your data ...