Concept Guides and
Additional Documentation

Concept Guides

The SuccessWare®21 Concept Guides are intended to present the “Big Picture” and help you to understand how the individual parts of SuccessWare®21 work together.

· Agreements—Options for setting up service agreements, billing methods and reporting tips.

· Inventory—Parts, Stock, Warehouses & Tags: What they are and what they do.

· Pricebook—Things to consider when organizing your pricebook: item numbers, groups, categories, departments, expense and sale types.

Additional Documentation

As new features are added, these features are listed at the top of “What’s New”. Some of the new features include additional documentation. A link to this new documentation is provided in “What’s New”. The list below contains all additional documentation that has been added to “What’s New” in the past.

· ‘Carbon Copy’ Feature

· A/R Invoice (Line Item Entry)

· Agreement Schedule Setup

· Archived history

· Call Center

· Concern Phone Call processing

· Counter Sale Invoices

· Deposits: Other Adjustments

· Email paging

· Employee Setup (Employees and Subcontractors)

· Employee Setup (New Employee Fields) (Sales Person, Technician, Maintain Assignments, Automatic Overtime, Employee Type, EmployeeNo)

· Financial Budget

· Find and Merge utilities for locations and billing accounts

· Grid Reports

· Inventory/Purchasing Features

· Inventory Restock Transfers

· Invoice and Quote Status Indicators

· Item Number Search (New Item Search Form)

· Job Types, Timecard Status, & Pay Item Automation (Reference Library)

· Merge/Delete utility for locations, billing accounts and vendors

· New Features for Check Printing

· Overtime

· Pay Base & Piece Rate Pay

· Pay Item Entry Automation

· Payroll

· Payroll: setup and reconciliation using a payroll service

· Payroll Taxes: Local Payroll Tax Withholding

· Pricebook

· Pricebook—Task Pricing Enhancements (‘Our Price’ Override and Tiered Pricing)

· Project Management and Job Costing

· Project Management: Cost Adjustments

· Project Management: Opening Balance Entry

· Purchasing Wizard

· QuickBooks ’99 import/export for payroll

· QuickBooks 2003 import/export for payroll (beta testers only)

· Retainage for both A/P and A/R Invoicing

· Sales Lead Tracking

· Sales Tax Calculations

· Technician Productivity/Profitability Report (Management Reports)

· Vendor Part Lists (Importing)