Learn how to set up specific customer, shipment, product, invoicing and accounting defaults and configuration.

• Configure Invoice Templates that come with the New Invoice Screen
• Video: Basic Client / Customer Setup
• SIMA/Surtax/Safeguard Flag: How do I set up Surtax? Why can't I add SIMA duties to an HS code or a detail line? How do I set up Safeguard?
• How I can remove the client status from COD?
• Managing Raters: Where to find rater # or how to add a rater or how to get a raters list?
• How to Copy/Move/Delete parts/products links from/to Client and Vendor?
• Database Management: Bulk Importing products via Excel/CSV file Or how to import products with Excel/CSV?
• Brokerage Schedule
• How to add PST/HST on the CCI screen?
• UOM Conversion (Unit of Measure Conversion)
• How to add the manufacturer information, instead of inputting every time by free typing?
• Carrier Code addition/info and when we need it.
• Salesman Commission. How to set up a Salesman commission?
• How to setup Charge Code and link with the GL Account.
• Deferred Billing
• Setting Up the Online PARS tracker and Online Document Self Service (iFrame Compatible). Settup up document portal users
• Client Invoicing HST Description Customization