2009-121 – Create a pdf file of multiple invoices and attach the file to an email.
NOTE: This feature doesn’t automatically work on all systems, please contact the Opto Support Team for required set up. Open the Invoicing tab in the Opto ribbon, click on the ‘Edit Invoice’ icon. For this example, we will run the query by a date > 30/04/2012. Press <F11> to initiate […]
2009-113 – Review Invoices Exported to MYOB in a selected date range
This document explains how to review Sales/Purchase Invoice that have been exported to MYOB for reference or checking purposes. Open the Invoicing tab in the Opto ribbon and click on the ‘MYOB – Export’ icon to open the ‘MYOB – Cloud’ window. Click on the ‘Check Inv/Pur’ tab, and enter […]
2009-112 – Export Clients/Suppliers to MYOB
Overview: This procedure will be the same for exporting suppliers, follow the same instructions except the user will be working in the Export Suppliers from MYOB window. Note: Ensure there are no extra spaces in, before or after the Export Name when it is created or any special characters (& […]
2009-107 – Import Account Codes from MYOB
Open the Invoicing tab in the Opto ribbon and click on the Export-MYOB icon to open the MYOB window. Click on the ‘Import Account Codes’ tab, then click on the Select Account icon to generate the window. Select the Account Codes for import by clicking anywhere on the line of […]
2009-206 – Purchase Invoice Export to MYOB
From the INVOICING tab on the Opto ribbon and click on the ‘Export – MYOB’ window to open the ‘MYOB – Cloud’ window. Open the Export Purchase tab and click on the Select Purchase icon. Click on the Select All icon or just the required Purchase Invoices. Click on the […]
2009-205 – Sales Invoices Export to MYOB
Export invoices to MYOBOpen the INVOICING tab on the Opto ribbon and click on the ‘Export – MYOB’ icon to display the MYOB – Cloud window. On the Export Invoice tab, and click the Select Invoice icon to generate the window. An Orange entry indicates that the invoice has a […]
2011-107 – Despatch Value Report
Open the Management tab in the Opto ribbon and click on the ‘Despatch Value’ icon. Select the dates, click on any of the required drop-down list options and then click on the Refresh button. For this example the window will be arranged by ‘Status’. Click on the ‘Status’ column header, […]
2011-106a – Items Invoiced to a Client over a selected period
Open the Management tab in the Opto ribbon and click on the ‘Invoice Value’ icon. Enter your internal employee password and the required date range and then click on the Refresh icon (circled) to generate a list of clients. Select the required Client from the drop-down list and click on […]
2003-115 – Print Payroll Report
Overview The Payroll Report window displays Employee Time records between a selected date period. The report includes: Employee number and name. Individual date entries for the selected period. Individual Employee ‘Usual Shift’ start and finish times Individual Employee ‘Actual Shift’ start and finish times. Individual Employee Daily and Total Work […]
