2009-303 – Export Purchase Invoice to Xero

Overview Note: Ensure prior to exporting, purchase/expense and freight account codes in iTMS and Xero are set-up the same. Refer to the document ‘Set-up Account Codes to Correspond between iTMS and Xero. Open the INVOICING tab and select the Export-Xero icon and log onto the window with your Xero details. Click on the ‘Purchase […]

2009-302 – Export Sales Invoice to Xero

Overview Note: Ensure prior to exporting, Client’s export name, sales and freight account codes are the same in OPTO and Xero. For this example an existing Xero sales code has been used. Open the INVOICING tab and select the Export-Xero icon and log onto the window with your Xero details. Click on the ‘Invoices’ […]

2009-301 – Post Clients/Suppliers to Xero

Open the INVOICING tab module and click on Export-XERO icon. Click on the Clients/Suppliers tab of the export window and then select the ‘Get Clients/Suppliers’ icon to generate the clients/suppliers list for posting to Xero. All the Clients/Suppliers can be selected by clicking on the Select All icon or de-selected by clicking on Clear. Select the Clients/Suppliers for […]

2013-407 Published Application setup

Overview To optimise system speed and responsiveness, we recommend using the application either directly on the server or via a published RemoteApp to the user’s desktop. This guide outlines the steps to publish the application using Microsoft Remote Desktop Services (RDS), with important notes on Outlook/Excel OLE interoperability, network printer […]

2008-507 – Employee Scheduling

Overview: OPTO has a function that enables jobs to be assigned to an employee that will be displayed in the ‘Employee Display’ window in the Workshop tab. This display window enables up to 16 employees and their assigned jobs to be displayed. Parameter Settings – Scheduling Parameters – Tick the […]