We have a discontinued item feature to help prevent problems with items that are not being manufactured anymore. This will help your sales representatives to see what items are discontinued or end of range stock so that they do not…

Tired of losing your notes that you scribbled on a piece of paper? Try using our quick add conversation feature. Steps on how to use the quick add conversation feature. Step 1: Click on the conversation bubble icon at the top…

Always remember to do backups, backups, and more backups. How to do backups in Smart iT 1. Open up the Smart iT Backend. The icon can be found on the server desktop. 2. Go to the options tab See below…

Step 1. Open up Smart iT 2.0 Backend You will find the icon on the server computer. Step 2. Click on Download update PLEASE NOTE, ALL USERS MUST BE LOGGED OUT OF SMART IT BEFORE DOING THE UPDATE !

Setup your accounts and account defaults. Step 1. Go to Ledger > Account Setup and add all employees as sub accounts of  the main general ledger account, salaries. Go to Ledger > Account Options and select the Account Defaults tab.…

Step 1: You will need to select what reconciliation mode to use for the supplier you want to pay. For this you need need to open the supplier master. We are going to use the “Invoice” Payment allocation type for…

Step 1: Go to Company and then click on add or edit branches. Step 2: Fill in relevant information. Step 3: (optional) You can replace your branch information with a report header and footer. Click on report header/footer.    

Why would you want to use this feature? Example 1: You sell car batteries and by selling a car battery the client will get a discount for his/her used battery that they are returning. (used battery needs to be loaded…