Getting Started Guide
This Getting Started Guide will help you install, set up and be successful in your start up.
1. Topics you need to know when setting up your server and workstations
b. Installation
I. Installing VisionCore on your Server
II. Installing VisionCore on your Workstation
2. Topics you need to know once you have properly installed VisionCore
a. Log in
b. Use VisionCoreSampleCompany
3. Topics you need to know if you are to create a new company database
I. Create a new company database
II. Enter a default User name and Password for the Administrator account
Note that by default, you already have an admin account, which is Admin/1234. Creating new company database will then allow you to create another administrator account. Also, it is recommended that you create a strong password for your administrator account to protect it from unauthorized access. Example of a strong password would be long, complex password that has a combination of letters, numbers and symbols, say A82839W43! .
III. Select a Chart of Accounts Type
When creating a new company, you must decide whether to use VisionCore's set of accounts or create your own set of accounts.
If you choose to use VisionCore's set of Accounts, click on this link > Create a default Chart of Accounts
If you choose to use your own set of accounts > click on this link > Create a custom Chart of Accounts
If you choose to import your custom chart of accounts, click on this link > Import Chart of Accounts
If you have more than one company database and would like to use the same set of configured Chart of Accounts, you can use the Export Chart of Accounts option and then Import Chart of Accounts. See Export Chart of Accounts.
Use Calendar Year (starts on Jan. 1 and ends on Dec. 31)
Use Fiscal Year (a 12-month accounting period, which does not necessarily need to end on Dec. 31, can actually fall any day throughout the year)
V. Enter your company information
VII. Congratulations Page and Log In using the newly created company
4. Topics you need to know to be successful in your start up using the newly created company
a. Setup Currency Exchange Rate
d. Add new user and configure user settings and permissions:
I. Add New User
II. Configure User Settings, Default Accounts and Security Permissions
5. Review these topics to better configure Company and User Settings
c. Dashboard
6. Once everything is properly setup and configured, see these topics:
7. Now you are ready to add your contacts and inventory related records:
To speed up the process of adding your contacts and inventory items, you may use the Data Utility form that can handle the importing of these from a CSV file. Check these topics to guide you on how to manage the importing.
g. Importing Inventory Matrix Items
Other data that you can import using the Data Utility form:
c. Importing Customer Opening Balance
8. If this isn't your company's first year of operation, then most probably, you already have balances. See the following topics to help you out with your opening balances
b. Chart of Account Opening Balances
f. Vendor 1099 Opening Balances
g. Employee/Paycheck Opening Balances
Note that:
1. If you already entered the Inventory, Vendor, Customer and Employee/Paycheck Opening Balances, then you will not anymore enter opening balances on accounts directly related to these opening balances. Example, if you have created opening balances for your customer, then you must not enter opening balance for Accounts Receivable account because if you do that, you will be booking AR balance twice and will make your AR numbers doubled.
2. If you choose to enter your Inventory, Vendor, Customer and Employee/Paycheck Opening Balances and you would also want to enter the summarized balance for accounts directly related to these opening balances, then you must enable the Allow posting without GL entries feature. See Allow Posting without GL entries Opening Balances to show you how to do this.
9. Bank Accounts and Starting Check Numbers Setup
10. Budget Setup
11. Find form is the most used form in VisionCore. The following will explain how to better manage this form.
iii. Open Selected and Open All buttons
ii. How to configure Advanced Search tab
III. Saved Searches Tab
VI. Find Line Items
VII. User Preference Find Form Settings
12. Reporting is very important as this will give you a better picture of how your company goes. The following topics will help you customize your reports to better suit your needs.
a. Reports
a. ShipRush
I. Override ShipRush with Freight field
II. Calculate weight based on the Inventory items
I. VisionCore TranSentry Implementation Overview
II. TranSentry Integration Setup
III. Security Policy required for TranSentry Integration:
i. User Management Security for Administrators
ii. User Management Security for all users
iii. Log Events
IV. Forms affected by TranSentry Integration
V. How to process credit card payments:
i. Process Credit Card transaction in Customer Prepayment form
ii. Process Credit Card transaction in Receive Payments form
iii. Process Credit Card transaction in POS form
iv. Process Credit Card Payment in Order and Invoice form
VI. Updating of Credit Card Payment
VII. Voiding of Payment
VIII.Voice Authorization
IX. Partial Approval or Partial Authorization
X. Real-Time or Authorization Reversal
XI. Charge Return
XIII. Impact on Reports
XIV. Running TranSentry Credit Card Reports on Mercury’s Online Portal