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The Resource Centre module allows you to upload and download resources, as well as download resources that other people have marked as public within your company. Uploading   To upload a file you have two options - you can either drag and drop the file fr...

Lookup Table The user reports page displays a list of all the users and their associated email addresses, as well as any daily/weekly/monthly report blocks they are currently setup to receive. From this table you can click on a user to edit their daily, week...

Special reports allow the generation of reports that don't fit into the block/frequency model of user reports. These reports are typically only configurable by on/off, and require additional calculations to send.   Customer Alert Report The customer alert r...

The report generator is a very powerful tool allowing you to pull your own reports based on the data available. However, this power comes with increased complexity. Although this documentation may seem long, it aims to unlock your ability to generate your own ...

Overview The Admin CP page provides you with a quick, at-a-glance view of some of the important statistics and metrics of the Cloud Platform as a whole, and how your data has been loaded, etc. Info Tiles Active Users The total number of users currently l...

User/Email combos input into the address book will appear for all users to select from when sending a message via Counter Message. Typically, it is a good idea to enter your own support/counter emails into the address book, as an easy way for your salesreps t...

An admin alert is a message that is displayed to all salesreps on their landing page after they log in. This allows one way communication between you and all of the salesreps you have on staff that they'll be greeted with when they log in. As you edit the ale...

The values in the server settings page are used across your version of the Counterpoint Cloud Platform to change the way some pieces react, as well as enable/disable some elements of it.   Warning: Your copy of Counterpoint Cloud Platform heavily relies on...

Vendor File Maintenance ACCOUNTS PAYABLE…à1. DATA MAINTENANCE…à1. VENDOR MASTER Vendor Enter in a vendor number that is up to 6 numbers in length.  The vendor number may only be a numeric number.  The number may be entered with or without leading zeros, ...

Vendor Inquiry ACCOUNTS PAYABLE…à2. inquiry functions…à1.vendor Enter the number of the vendor desired.  A [tab] to search option is available from the vendor number field.  This option allows the user to check the current activity for each selected vend...

VENDOR MASTER(NUMERIC) ACCOUNTS PAYABLE…à3. REPORTING…à1. MASTER FILE LISTINGS…à1. VENDOR MASTER(NUMERIC) This report will print almost all of the information contained on the 2. Accounts payable… à 1. DATA maintenance… à 1. Vendor MaSTER screen in numeric...

Transaction Input ACCOUNTS PAYABLE…à4. TRANSACTION PROCESSING…à1.TRANSACTION INPUT There are a number of types of transactions that are available from this input screen.  Invoices and credits from the vendor are type [0] and the default if you simply pres...

Misc Cheque Input ACCOUNTS PAYABLE…à5. MISC. CHEQUE PROCESSING…à1. MISC. CHEQUE INPUT Miscellaneous Cheques are those written to a vendor that is not currently set up in as a vendor in 2. accounts payable à 1. data maintenance à 1. Vendor master, conseque...

Set Cheque Date ACCOUNTS PAYABLE…à6. AUTO CHEQUE PROCESSING…à1. SET CHEQUE DATE Required Automatic cheques are those that pay invoices which have previously been entered to existing vendors via 2. Accounts payable à 4. transaction processing à 1. transac...

Outstanding Cheque Report ACCOUNTS PAYABLE…à7.bank reconciliation…à1.outstanding CHEQUE report All cheques processed through accounts payable are kept on file to assist you in balancing your bank account when the statement arrives.  This report is sorted ...

The Accounts Payable Month End does not have to be run on the last day of the month.  You may hold the period open, delaying the process until all vendor invoices have been posted for the previous month.  Transaction Purge ACCOUNTS PAYABLE…à8. month end pr...

ACCOUNTS PAYABLE…à8. month end processing…à6. Year end update The Accounts Payable Year End Update will clear the YTD information for purchases, memos and discounts from the 2. Accounts payable… à 1. DATA maintenance… à Vendor MASTER screen.  It should only...

Customer File Maintenance   1. ACCOUNT RECEIVABLE > 1. DATA MAINTENANCE > 1. CUSTOMERS > SELECT ADD/CHANGE/DELETE AS APPROPRIATE Account # When adding new customers, you must first specify the customer number to be used.  In 9.SYSTEM UTILITIES…-&...

1. ACCOUNTS RECEIVABLE > 1. INQUIRY FUNCTIONS > 1. CUSTOMER ANALYSIS These screens will provide an overview of the AR customer’s financial position with your company. The customer must already exist, and the information displayed here comes from the cu...

1. ACCOUNTS RECEIVABLE > 1. INQUIRY FUNCTIONS > 2. CUSTOMER SEARCH Enter in the customer name or portion of the customer name followed by the [­] to pinpoint the starting place for the search.  Enter in only [­] in the customer number to start the searc...