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December 12, 2017
Contracts Portal
The Contracts Portal is a web based version of specific BusinessCraft functions currently providing the ability to create and maintain Customers, Customer Contacts, Leads and Contracts including Events, Estimates, Documents, Job Information, Display Centre Statistics and Variation functionality.
Related Document: Contracts Portal
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November 29, 2017
Accounts Payable Invoice Event Based Holds
BusinessCraft provides the ability to automate the process of checking whether Accounts Payable Invoices should be matched to Purchase Orders using Event Status checking including placing those invoices on hold when event checking criteria is not satisfied.
Related Document: Accounts Payable Invoice Event Based Holds
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November 27, 2017
Contracts Tables Product Guide published
Following on from the Contracts Setup Product Guide, the Contracts Tables Product Guide has been published.
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November 10, 2017
Contracts Setup Product Guide
The Contract Setup menu item provides the ability to setup a wide range of configuration options that impact the way the Contracts Module operates.
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November 02, 2017
Desktop, Finder and Screens Product Guides updated
The Desktop, Finder and Screens Product Guides have been updated to reflect changes made in V5.05.
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October 24, 2017
Change General Ledger Year End and/or Periods
This process guide describes the procedure that should be followed when the Financial Periods for an organisation change and it is necessary to make the changes in BusinessCraft.
Related Document: Change General Ledger Year End and or Periods
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October 24, 2017
Power BI for BusinessCraft User Guide published
Power BI is a collection of software services, apps, and connectors provided by Microsoft that work together to turn unrelated sources of data into coherent, visually immersive, and interactive insights. Whether the data is in a simple Excel spreadsheet, or a collection of cloud-based and/or on premise hybrid data warehouses (e.g. BusinessCraft datasets), Power BI connects to those data sources so that users can visualize (or discover) what’s important, and share that securely with anyone or everyone as required.
Related Document: Power BI For BusinessCraft
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October 06, 2017
Extensions of Time Guide published
Extensions of Time Reasons are user definable and may encompass a variety of possibilities including whether the Extension of Time impacts Forecast Dates and/or Due Dates.
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October 03, 2017
Sale Group Notification Process Guide published
BusinessCraft can generate a variety of documents and notifications when a Contract Event is registered including:
- Emails
- SMS
- Reports
- Word Merge
- Attachments
Prior to BusinessCraft V4.97a12, the configuration and maintenance of Sale Group Notifications was carried out for each Sale Group.
From BusinessCraft V4.97a12 onwards the configuration and maintenance of Sale Group Notifications is carried out in the Sale Group Notifications Table.
The aim of this guide is to explain how existing event notification data will be migrated to the Sale Group Notifications table and how to use the functionality.
This guide does not extend to setup of the notifications themselves that information is covered in the Contracts Tables Product Guide.
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July 21, 2017
Accounts Receivable Product Guide published
The Accounts Receivable module is the source of customer related information including:
- Customer Master File Information
- Customer Contact Details and Delivery Addresses
- Amounts owing by Customers including options to track retentions and record disputes
- Cash Receipt processing for amounts owing on invoices and cash sales processing
- Customer based Sales Data
- Customer Sales Discounts
- Sales Budgets and Commissions
- Customer Responsibilities
The Accounts Receivable module contains a wide range of Enquiries and Reports:
- Customer Information
- Ageing Reports
- Open Items
- History
- Distributions
- Sales Reports
- Commissions
- Retentions
- Batch and Journal Reports