How To ....
Documents describing how to do common tasks
Frequently Asked Questions
- -- How to best search the Knowledgebase to find answers
- -- How to submit a meaningful ticket request
- How to Add a custom Letterhead and Footer
- How to Add an Expense Analysis Code
- How to add Reference codes to drop-down list in Activity Log maintenance
- How to Copy and Paste an existing Database Record
- How to Export a Report to Excel or Word
- How to Merge Duplicate Suppliers/Clients/Contacts
- How to Move Management of a Company to a different Managing Company?
- How to process a part payment received against an invoice.
- How to Remove a Company or a Property and/or Units no longer in Use
- How to Set Up an Inventory
- How to switch to a different external Bank Account?
- How to Upload your Data to Desser Associates.
- How to use the Managing Company Letterhead for all Managed Companies.