Tips and Tricks
Here are some Tips and Tricks you may find helpful when it comes to using our software.
Eclipse
Automatic Batch Moving
The integration of Digital Paper Flow with Eclipse means that all orders will move into the appropriate batch to match the workflow of invoices. This specifically means that when an invoice is drafted and sent to Digital Paper Flow, the invoice can be found in the draft batch in Eclipse,
Vendors Updated Into Ezy PO/Digital Paper Flow
Once a vendor is added into Eclipse if the production is also using Ezy PO/Digital Paper Flow the vendor will automatically be updated in the two applications. Also if the vendor is added into Ezy PO/ Digital Paper Flow and not into Eclipse, the vendor will also be automatically be
Stop Cost Reports From Updating With New Purchase Order
As purchase orders are constantly flowing through into Eclipse, users can manipulate the settings during their cost reporting periods to turn off purchase orders from updating the cost reports. This feature can be turned off at any time and then turned back on once the reporting period is complete. Click
Ezy PO/Digital Paper Flow Integrated With Eclipse
Both Ezy PO and Digital Paper Flow are integrated with Eclipse meaning that once a PO is approved, it will automatically appear within Eclipse after a short time. These POs will then also be visible within the Budget Worksheet and ultimately the Cost Report.
Ezy PO/Digital Paper Flow Batch Within Eclipse
Within Eclipse there is the ability to create a batch in the purchase order entry which shows all of the draft and pending POs within Ezy PO and Digital Paper Flow. This batch can also be useful with deleting draft orders that have a PO number attached to them. In
Reconcile EQUALS And VASCO debit cards in Eclipse
Eclipse allows the use of EQUALS and VASCO cards to be reconciled within the application. This feature is integrated so that card details can be downloaded directly from the debit card provider, entered into Eclipse and set to the debit card holder, who can then reconcile their accounts. Click here
Use An Excel Template To Complete Petty Cash Entry In Eclipse
Eclipse allows for an excel spreadsheet to be used by petty cash holders to reconcile their accounts which can be pasted back into Eclipse to reduce time and double entry. Click here to read our Complete Guide to Creating and Importing a Petty Cash Template
FBT Report From Fuel Expense
When used correctly entering a Fuel Expense in the Petty Cash Module an FBT report can be generated to flag these transactions for FBT. For more information, click here to read our Guide about Rental Care Hire and FBT
Running a Ledger Bible Between Dates
One of our users contacted the help desk having trouble running a ledger for last financial year. They were wanting to use a date range and had ticked bible. When bible is ticked it only uses chart range, sequence and year period range – it ignores all other ranges. Hence the