Next Previous Contents

5. Operation of e-Bills

The e-Bills screen is divided into 3 areas: a header that never changes; a menu on the left; and a main section.

5.1 The menu

The contents of the e-Bills menu depend upon your class of user. If you are a 'Super-User' you will see all menu options, otherwise you will see a reduced set of options relevant to your privilege.

The main is divided into blocks. Clicking on any of the blocks will expand it. Selecting any of the lower menu blocks will select that menu option. When an option is selected the appropriate group block is coloured yellow.

All of the main activity occurs in the main section of the screen.

5.2 Usage overview

The menu groupings cover: customers; contracts; charges; products; bills; users; help and logout.  In general each of these groups includes options to view, add, change or remove items from the database.

Four easy steps to create a bill

The contents of search boxes operates as follows:

5.3 Short cuts: the 'Last' button

Anything to do with customers or contracts will show a 'Last' button if a customer or contract has already been accessed within the session.

Hence if you view a customer details, then go into view contracts. You can view contracts against the last customer by pressing Last. You can now click view details to see the details of a contract. If you then go into charges a select view charges. You will see Last buttons against the customer and against the contract boxes. If you click on the Last button alongside contracts you will immediately be able to add charges to the last contract you viewed.

This approach is consistent across all functions using customers and contracts. It will hopefully save you many key-clicks.

5.4 User Help

Context sensitive help is available within all functions. When selected a new window is opened providing the user with help relating to the current function they are using.  See the help menu below for other details.

5.5 Customer menu

Purpose: manage the customer database

Note: You will need to understand what scheme your business applies to customer references before adding customers into the database.

5.6 Contract menu

Purpose: manage the contracts database

5.7 Charges menu

Purpose: manage the charges database

5.8 Workflow menu

Purpose: manage work items

5.9 Products menu

Purpose: manage the products database

5.10 Billing menu

Purpose: manage the creation and viewing of bills

5.11 User menu

Purpose: manage the user database

5.12 Help menu

Purpose: provide help or problem reporting.

5.13 Logout menu

Purpose: allows you to logout.

5.14 Configure menu (super-user only)

Purpose: allows various aspects of the system to be configured.

Configuration is described in section 4 of this HOWTO.


Next Previous Contents