From the ground up, Ollie has been designed for Users. A User in Ollie, is simply a Contact in SAFE which has been linked to a Customer. By default, everything in Ollie is based on the User seeing only information he/she is supposed to see. Products, Orders, Reports are all limited in this way. So… Read more.

A thirteenth period is often used by companies as a placeholder at the end of the year for adjustments to the books before closing. These are often provided by the accountant. Examples might be debt write-offs or interest deductions or earnings from investments that aren’t reported until well after December (if that’s the end of… Read more.

You can use Ollie and SAFE with Google GMail. However with Ollie you must be sure to configure your On-Line Options for each Customer in the proper manner. Specifically: The On-Line Option ContentTransferEncoding must be left blank. The Port must be set to 465 You must use SSL.

If you are experiencing problems with your PDFs not properly displaying the user’s variables, there are usually two areas: 1. The design of the FDF. You must make certain that the PDF Form is set up with the proper field names  given in your Ollie Admin Guide. This alone accounts for 90% of the issues… Read more.