What's new in Manage

What's new in Manage

What's new in Manage





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    • Xero Overview for Accountants and Administrators of Manage, including Auditdata Staff

      Xero Overview Note: in this article Trx means 'Transaction'. OMS means Office Management System. Generally speaking, small businesses do not use the purchase order module in Manage unless they have a full accounts payable department in their ...
    • Standard Discover Reports

      Learn about the new reporting options in Manage and get the most value out of the following printable reports: New client conversion report displays how well new leads are converting into buying customers E2E. Marketing report shows how different ...
    • New Product Import Information - including cost/list or device options updates

      We would be happy to do this data import for you. This is a billable service at your current hourly rate. It takes approximately 1 to 2 hours depending upon the supplied data integrity but may take longer if we have to make corrections.   The data is ...
    • Browser Configuration for Manage; Troubleshooting File Associations eg a Word doc opens in PDF

      Known issues in Chrome When user activity stops for more than 7 minutes, some of the Manage screens will crash in Chrome (version 90 and later). This is caused by the latest Chrome updates. Chrome users can fix the issue by refreshing the blank ...
    • Using Surveys in Manage

      1.  Survey Templates           - Click on user icon -> select [Survey] menu item: Survey Templates window is shown           - Click [+ Survey Template] button -> design your own template -> click [Save] -> your template is stored, it's in 'Edit' ...