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.
l Agreements—Options for setting up service agreements, billing methods and reporting tips.
l Inventory—Parts, Stock, Warehouses & Tags: What they are and what they do.
l Pricebook—Things to consider when organizing your pricebook: item numbers, groups, categories, departments, expense and sale types.
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.
l A/R Invoice: Diagnostic, Add On, and Money Items
l A/R Invoice: Importing Miscellaneous Wages
l A/R Invoice (Line Item Entry)
l Agreement ACH Flat File Export
l Agreement Visits - Custom Values
l Agreement Visits - Rescheduling/Scheduling
l Caller ID, DNIS, and SW21Keys
l Check Printing, MICR blank stock
l Closing Jobs and Processing Changes (version 1.8.800)
l Concern Phone Call processing
l Credit Card Register Accounts
l Employee Setup (Employees and Subcontractors)
l Employee Setup (New Employee Fields) (Sales Person, Technician, Maintain Assignments, Automatic Overtime, Employee Type, EmployeeNo)
l Find and Merge utilities for locations and billing accounts
l GPS Link
l Inventory/Purchasing Features
l Invoice and Quote Status Indicators
l Item Number Search (New Item Search Form)
l Job Summary: Additional Fields
l Job Types, Timecard Status, & Pay Item Automation (Reference Library)
l Lead and Opportunity Follow Up
l Mapping
l Merge/Delete utility for locations, billing accounts and vendors
l New Features for Check Printing
l Overtime
l Pay Base and Import to Payroll Piecerate
l Payables ACH Flat File Export
l Payables Credit Card Flat File Export
l Payroll
l Payroll: ADP Payroll Service
l Payroll: Overtime Calculation Changes
l Payroll Taxes: Local Payroll Tax Withholding
l Payroll: Reconciliation Import
l Payroll: Reconciliation Import Setup
l Payroll: setup and reconciliation using a payroll service
l Pricebook—Task Pricing Enhancements (‘Our Price’ Override and Tiered Pricing)
l Project Management and Job Costing
l Project Management: Cost Adjustments
l Project Management: Opening Balance Entry
l QuickBooks ’99 import/export for payroll
l QuickBooks 2003 import/export for payroll
l Required Phone Numbers and Email Address
l Retainage for both A/P and A/R Invoicing
l Technician Productivity/Profitability Report (Management Reports)
l Third Party Contracts and Claims
l Timecard: Nonproductive Timecard Status
l Timecard: Fixed Time Intervals
l Vendor Change Approval Process
l Vendor Invoice Credits / Refunds
l Vendor Part Lists (Importing)
l Vettro Mobil Technician – Configuring SuccessWare21®