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how_to [2019/07/12 13:49]
vsouvannarath [Set-Up] |
how_to [2019/07/16 12:51] (current)
vsouvannarath [General Financial] |
| ====== ====== | ====== How To for Support ====== |
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| ===== Set-Up ===== | ===== Set-Up ===== |
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| * [[:upgrade_sms_silver_or_gold_level_sslip_to_unlimited_users|]] | * [[:upgrade_sms_silver_or_gold_level_sslip_to_unlimited_users|Upgrade SMS Silver or Gold Level SSLIP to Unlimited Users]] |
| * [[:hide_the_time_clock_to_prevent_users_from_changing_the_time_on_their_computers|]] | * [[:hide_the_time_clock_to_prevent_users_from_changing_the_time_on_their_computers|Hide the Time Clock to Prevent Users from Changing the Time on Their Computers]] |
| * [[:email_set-ups|]] | * [[:email_set-ups|Set-up Emails]] |
| * [[:backup_database_set-up|]] | * [[:backup_database_set-up|Setup Database Backup]] |
| * [[:reporting_set-up|]] | * [[:reporting_set-up|Reporting Setup]] |
| * [[:how_to_set_up_quickbooks_to_accept_cyrious_export|]] | * [[:how_to_set_up_quickbooks_to_accept_cyrious_export|How to setup Quickbooks to Accept Cyrious Export]] |
| * [[:how_to_create_an_invisible_or_child_line_item|]] | * [[:how_to_create_an_invisible_or_child_line_item|How to Create an invisible or Child Line Item]] |
| * [[:how_to_get_the_child_checkbox_back|]] | * [[:how_to_get_the_child_checkbox_back|How to get the Child Checkbox Back]] |
| * [[:how_to_start_a_marketing_plan_using_the_cyrious_marketing_program_-_examples|]] | * [[:how_to_start_a_marketing_plan_using_the_cyrious_marketing_program_-_examples|How to Start a Marketing Plan Using the Cyrious Marketing Program]] |
| * [[:how_to_utilize_dispositions_in_sms|]] | * [[:how_to_utilize_dispositions_in_sms|How to Utilize Dispositions in SMS]] |
| * [[:how_to_set-up_passwords|]] | * [[:how_to_set-up_passwords|How to Setup Passwords]] |
| * [[:how_to_set-up_customers|]] | * [[:how_to_set-up_customers|How to setup Customers]] |
| * [[:how_to_set-up_spell_check|How to set-up Spell Check]] | * [[:how_to_set-up_spell_check|How to Setup Spell Check]] |
| * [[:how_to_set-up_sales_goals|]] | * [[:how_to_set-up_sales_goals|How to Setup Sales Goals]] |
| * [[:how_to_change_a_disposition|How to change a Disposition]] | * [[:how_to_change_a_disposition|How to change a Disposition]] |
| * [[:how_to_change_regional_options|]] | * [[:how_to_change_regional_options|How to Change Regional Options]] |
| * [[:set_up_the_company_logo_in_sms|]] | * [[:set_up_the_company_logo_in_sms|Setup a Company Logo]] |
| * [[:change_order_status|]] | * [[:change_order_status|How to Change Order Status]] |
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| ===== Financial Set-Ups ===== | ===== Financial Set-Ups ===== |
| * [[credit_card_processing_set-up]] | |
| * [[how-to_change_the_taxes_label_displayed_on_reports]] | |
| * [[how_to_import_my_accounting_data_to_quickbooks_simply_accounting_or_other_accounting_software]] | |
| * [[how_to_make_a_customer_tax_exempt]] | |
| * [[how_to_setup_statement_text_in_sms]] | |
| * [[how_to_set-up_cyrious_for_credit_memos_or_credits]] | |
| * [[how_to_set-up_passwords to access Customer Credit Card information]] | |
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| | * [[:credit_card_processing_set-up|Setup Credit Card Processing]] |
| | * [[:how-to_change_the_taxes_label_displayed_on_reports|How to Change the Taxes Label Displayed on Reports]] |
| | * [[:how_to_import_my_accounting_data_to_quickbooks_simply_accounting_or_other_accounting_software|How to Import My Accounting Data to Quickbooks, Simply Accounting, or Other Accounting Software]] |
| | * [[:how_to_make_a_customer_tax_exempt|How to Make a Customer Tax Exempt]] |
| | * [[:how_to_setup_statement_text_in_sms|How to Setup Statment Text in SMS]] |
| | * [[:how_to_set-up_cyrious_for_credit_memos_or_credits|How to Setup Cyrious for Credit Memos, or Credits]] |
| | * [[:how_to_set-up_passwords_to_access_customer_credit_card_information|How to Setup Passwords to Access Customer Credit Card Information]] |
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| ===== General ===== | ===== General ===== |
| * [[how_to_import_product_or_company_data]] | |
| * [[how_do_i_duplicate_the_pricing_from_another_location]] | |
| * [[sms_how_to_export_a_product_list_into_excel|SMS How to Export a Product List Into Excel]] | |
| * [[how_to_reassign_industries_in_sms|How to Reassign Industries in SMS]] | |
| * [[how_to_void_an_order_with_no_line_items]] | |
| * [[how_to_void_an_order_that_has_a_payment_associated_to_it]] | |
| * [[how_to_void_a_payment]] | |
| * [[how_to_save_an_entries_in_cyrious_when_the_mouse_dies]] | |
| * [[sms_order_entry_-_how_to]] | |
| * [[how_to_set-up_product_categories_-_fii]] | |
| * [[how_to_view_sms_training_videos]] | |
| * [[how_to_set-up_documents]] | |
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| | * [[:how_to_import_product_or_company_data|]] |
| | * [[:how_do_i_duplicate_the_pricing_from_another_location|]] |
| | * [[:SMS+How-To+Export+a+Product+List+Into+Excel|SMS How to Export a Product List Into Excel]] |
| | * [[:how_to_reassign_industries_in_sms|How to Reassign Industries in SMS]] |
| | * [[:how_to_void_an_order_with_no_line_items|]] |
| | * [[:how_to_void_an_order_that_has_a_payment_associated_to_it|]] |
| | * [[:how_to_void_a_payment|]] |
| | * [[:how_to_save_an_entries_in_cyrious_when_the_mouse_dies|]] |
| | * [[:sms_order_entry_-_how_to|]] |
| | * [[:how_to_set-up_product_categories_-_fii|]] |
| | * [[:how_to_view_sms_training_videos|]] |
| | * [[:how_to_set-up_documents|]] |
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| ===== General Financial ===== | ===== General Financial ===== |
| * [[how_to_remove_finance_charges_from_an_order]] | |
| * [[how_to_change_your_sales_tax_rates_in_sms|How to Change Your Sales Tax Rates in SMS]] | |
| * [[how_to_export_gl_data_from_cyrious]] | |
| * [[how_to_refund_a_payment_on_a_closed_order]] | |
| * [[how_to_remove_sales_tax_or_royalties_when_voiding_an_order_from_a_previous_month]] | |
| * [[how_to_correct_the_balance_on_an_order_that_was_paid_in_full_but_still_showing_money_due]] | |
| * [[how_to_manually_close_day_in_sms]] | |
| * [[how_to_manually_close_the_export_in_sms]] | |
| * [[sms_payment_entry]] | |
| * [[how_to_track_donations]] | |
| * [[how_to_remove_closeouts]] | |
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| | * [[:how_to_remove_finance_charges_from_an_order|]] |
| | * [[:How-To+Change+Your+Sales+Tax+Rates+in+SMS|How to Change Your Sales Tax Rates in SMS]] |
| | * [[:how_to_export_gl_data_from_cyrious|]] |
| | * [[:how_to_refund_a_payment_on_a_closed_order|]] |
| | * [[:how_to_remove_sales_tax_or_royalties_when_voiding_an_order_from_a_previous_month|]] |
| | * [[:how_to_correct_the_balance_on_an_order_that_was_paid_in_full_but_still_showing_money_due|]] |
| | * [[:how_to_manually_close_day_in_sms|]] |
| | * [[:how_to_manually_close_the_export_in_sms|]] |
| | * [[:sms_payment_entry|]] |
| | * [[:how_to_track_donations|]] |
| | * [[:how_to_remove_closeouts|]] |
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