New Client Training Notes - Revision history

Saif: /* Finance Module */

2025-09-18T06:40:47Z

Finance Module

← Older revision		Revision as of 06:40, 18 September 2025
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	* Link between Finance and Operations – Media and Job type files		* Link between Finance and Operations – Media and Job type files
	* Automatic entries in Finance		* Automatic entries in Finance
	* Automatic Accrual Accounts		* Automatic Accrual Accounts
			* Manual PUR entries required if PO converted to PI when there is no estimate in the job file.
	* Analysis codes		* Analysis codes
	* Journal entry screen – unposted batches, posting batches and doing a manual entry		* Journal entry screen – unposted batches, posting batches and doing a manual entry
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	* Voucher allocations in Journal entry and Allocations screen, partial allocation and de-allocation		* Voucher allocations in Journal entry and Allocations screen, partial allocation and de-allocation
	* Journal setup		* Journal setup
	* Finance Settings		* Finance Settings
	* Ledger and Statement of Account		* Ledger and Statement of Account
	* Financial Reports		* Financial Reports
	* Billing Analysis Reports		* Billing Analysis Reports

	===Timesheet Module===		===Timesheet Module===

Pratishthit: /* Job Module */

2019-07-01T13:36:29Z

Job Module

← Older revision		Revision as of 13:36, 1 July 2019
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	* Creation of Job		* Creation of Job
	* Client and Brand file		* Client and Brand file
	* Supplier ~~and Vehicle~~ file		* Supplier file
	* Job types		* Job types
	* Estimate		* Estimate

Arvind: /* Additional Topics */

2017-11-23T13:19:24Z

Additional Topics

← Older revision		Revision as of 13:19, 23 November 2017
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	===Additional Topics===		===Additional Topics===
	In addition to the modules, the following points have to be explained to the users.		In addition to the modules, the following points have to be explained to the users.
	* File lock and release in ~~10min~~		* File lock and release in 5 mins
	* Reopen and Release		* Reopen and Release
	* File in use/File open for viewing only		* File in use/File open for viewing only
	* NEOSYS maintenance window to perform backup and updates		* NEOSYS maintenance window to perform backup and updates

Arvind: /* Timesheet Module */

2017-03-26T13:16:41Z

Timesheet Module

← Older revision		Revision as of 13:16, 26 March 2017
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	===Timesheet Module===		===Timesheet Module===
	Do 10-15 min showing users ~~separate access (neosys2) to timesheets,~~ how to select a job and enter details in the timesheet, how to avoid reminders for holidays and timer usage.		Do 10-15 min showing users how to select a job and enter details in the timesheet, how to avoid reminders for holidays and timer usage.
	Show Timesheet administrators how to take Timesheet printouts, how to setup hourly rates, avoid email reminders for all users and change settings in timesheet configuration file.		Show Timesheet administrators how to take Timesheet printouts, how to setup hourly rates, avoid email reminders for all users and change settings in timesheet configuration file.

Arvind: /* Timesheet Module */

2017-03-26T13:14:08Z

Timesheet Module

← Older revision		Revision as of 13:14, 26 March 2017
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	<b>For Users</b>		<b>For Users</b>
	* URL – neosys2
	* Selecting Jobs in timesheet		* Selecting Jobs in timesheet
	* Entering details and saving		* Entering details and saving
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	* Timesheet files (Activity, hourly rates and configuration file)		* Timesheet files (Activity, hourly rates and configuration file)
	* Timesheet Analysis		* Timesheet Analysis


	===Additional Topics===		===Additional Topics===

Ruku: /* Additional Topics */

2016-01-25T11:23:07Z

Additional Topics

← Older revision		Revision as of 11:23, 25 January 2016
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	* Reopen and Release		* Reopen and Release
	* File in use/File open for viewing only		* File in use/File open for viewing only
			* NEOSYS maintenance window to perform backup and updates

Ruku: /* Introduction */

2016-01-25T11:11:16Z

Introduction

← Older revision		Revision as of 11:11, 25 January 2016
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	<b>Topics to cover</b>		<b>Topics to cover</b>
	* URL		* URL
	* Certificate
	* Turning off Pop-up Blocker		* Turning off Pop-up Blocker
	* Login Page		* Login Page

Nikhil: Undo revision 1871 by Nikhil (talk)

2014-12-03T13:05:30Z

Undo revision 1871 by Nikhil (talk)

← Older revision		Revision as of 13:05, 3 December 2014
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	#List the modules for your own reference that you are going to train the users in (Media, Jobs, Timesheets and/or Finance) and prepare accordingly		#List the modules for your own reference that you are going to train the users in (Media, Jobs, Timesheets and/or Finance) and prepare accordingly
	#Get an idea of your audience with details like the number of users, their designations and what kind of access they have to NEOSYS		#Get an idea of your audience with details like the number of users, their designations and what kind of access they have to NEOSYS
	#Prepare handouts listing the topics to be covered in the training session. The user can use this handout to keep track of what happens in training and take notes for reference later.		#Prepare handouts listing the topics to be covered in the training session. The user can use this handout to keep track of what happens in training and take notes for reference later
	#Create a time-table for trainings and inform the client the same		#Create a time-table for trainings and inform the client the same
	#Contact Client IT and ~~ensure~~ that users have access to NEOSYS without issues		#Contact Client IT to ensure technical details like firewall exclusions and proxies (if applicable) are configured correctly so that users have access to NEOSYS without issues
	#Email training ~~per~~-requisites ~~(internet, projector etc.)~~ to the client contact		#Email training session pre-requisites to the client contact e.g. internet connectivity and projector in the meeting room
	#Create an ~~admin~~ account with complete access in ~~case~~ of ~~emergency changes to~~ the system while at the client ~~place~~		#Create an account in the Authorisation file namely Admin, with complete access to NEOSYS. This account can be used for emergency changes in the configuration of the system while at the client location

	==During Training==		==During Training==
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	===Additional Topics===		===Additional Topics===
	In addition to the modules, the following points have to be explained to the users		In addition to the modules, the following points have to be explained to the users.
	* File lock and release in 10min		* File lock and release in 10min
	* Reopen and Release		* Reopen and Release
	* File in use/File open for viewing only		* File in use/File open for viewing only

Nikhil: Reverted edits by Nikhil (talk) to last revision by Priyanka

2014-12-03T13:02:48Z

Reverted edits by Nikhil (talk) to last revision by Priyanka

← Older revision		Revision as of 13:02, 3 December 2014
Line 2:		Line 2:
	#List the modules for your own reference that you are going to train the users in (Media, Jobs, Timesheets and/or Finance) and prepare accordingly		#List the modules for your own reference that you are going to train the users in (Media, Jobs, Timesheets and/or Finance) and prepare accordingly
	#Get an idea of your audience with details like the number of users, their designations and what kind of access they have to NEOSYS		#Get an idea of your audience with details like the number of users, their designations and what kind of access they have to NEOSYS
	#Prepare handouts listing the topics to be covered in the training session. The user can use this handout to keep track of what happens in training and take notes for reference later		#Prepare handouts listing the topics to be covered in the training session. The user can use this handout to keep track of what happens in training and take notes for reference later.
	#Create a time-table for trainings and inform the client the same		#Create a time-table for trainings and inform the client the same
	#Contact Client IT to ensure ~~technical details like firewall exclusions and proxies (if applicable) are configured correctly so~~ that users have access to NEOSYS without issues		#Contact Client IT and ensure that users have access to NEOSYS without issues
	#Email training ~~session pre~~-requisites to the client contact ~~e.g. internet connectivity and projector in the meeting room~~		#Email training per-requisites (internet, projector etc.) to the client contact
	#Create an account ~~in the Authorisation file namely Admin,~~ with complete access ~~to NEOSYS. This account can be used for~~ emergency changes ~~in the configuration of~~ the system while at the client ~~location~~		#Create an admin account with complete access in case of emergency changes to the system while at the client place

	==During Training==		==During Training==
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	===Additional Topics===		===Additional Topics===
	In addition to the modules, the following points have to be explained to the users~~. See [http://techwiki.neosys.com/index.php/Administering_NEOSYS_Server#Clearing_File_Locks File lock and release]~~		In addition to the modules, the following points have to be explained to the users
	* File lock and release in 10min		* File lock and release in 10min
	* Reopen and Release		* Reopen and Release
	* File in use/File open for viewing only		* File in use/File open for viewing only

Nikhil: /* Additional Topics */

2014-12-03T13:02:04Z

Additional Topics

← Older revision		Revision as of 13:02, 3 December 2014
Line 118:		Line 118:

	===Additional Topics===		===Additional Topics===
	In addition to the modules, the following points have to be explained to the users		In addition to the modules, the following points have to be explained to the users. See [http://techwiki.neosys.com/index.php/Administering_NEOSYS_Server#Clearing_File_Locks File lock and release]
	* File lock and release in 10min		* File lock and release in 10min
	* Reopen and Release		* Reopen and Release
	* File in use/File open for viewing only		* File in use/File open for viewing only