Documentation Portal
For Users Of SAFE, WebSAFE, ThinSAFE and Ollie
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Topic Index
- Accounts Payable & Check Register
- A/P Aging Report
- A/P Line Item History
- Accounts Payable Options
- Adding/Editing Check Register Entries
- Applying Credit to a Vendor Invoice
- Bank Accounts
- Bank Deposits
- Cash Requirements Reports
- Check Register
- Cloning a Vendor Invoice
- Editing Vendor Invoice Line Items
- Editing Vendor Invoices
- Editing Vendors
- How To Reconcile a Bank Acccount
- Linking Scanned Images To Vendor Bills
- Manually Paying Bills
- One-Time Vendors
- Petty Cash Account
- Printing A/P Checks
- Recurring Vendor Invoices
- Tagging A/P Bills For Payment
- Vendor Bills: Handling Special Cases
- Vendor Invoices (Bills)
- Vendors
- Viewing Vendor Totals & Aging
- Voiding Checks Or Deposits
- Contact Management
- Activities
- Activity Scripts
- Activity Types
- Alternate Phone Numbers
- Contact Keywords
- Contact Status IDs
- Contacts
- Daily Notes & Activities
- Duplicate Contacts
- Editing Contacts
- Editing Keywords
- Editing Mailing Lists
- Form Letters
- Mailing Lists
- Printing Calendars
- Purging Contacts
- Set Up Contact Management Options
- Using Activities
- General Features
- Browse Box
- Canceling A Task
- Check Box
- Cloning a Record
- Dates
- Default Button
- Dialog Box
- Drag & Drop
- Drop Down List Box
- Edit-In-Place
- Employee Login
- Faxing
- Field Lookup Button
- Field Memory
- Field Validation
- File Editing
- G.A.A.P.
- Glossary
- Header
- How To Use This Text
- Keyboard Shortcuts
- Labels
- Line Item
- Location ID
- Locator
- Main Data File
- Main Menu
- Message Windows
- Module
- Note Taker
- On the Fly
- Option Box
- Passwords
- Phone Numbers
- Printing Basics
- Progress Bar
- Queries
- Queries: A Tutorial
- Query Manager
- Real Time Posting
- Recurring
- Recurring Transaction Templates
- Scroll Bars
- Search As You Type
- Search Names
- Searching For Records In a Browse Window
- Shortcut
- Sites (Definition)
- Spin Box Control
- Tab Controls
- Tagging Records
- Template
- The Main Screen
- Tool Tips
- Tooltip
- User Modes
- General Ledger
- Adding/Editing Manual General Ledger Entries
- Audit Trail
- Batch Posting
- Chart of Accounts
- Cloning General Ledger Transactions
- Company Summary
- Correcting An Incorrect Or Missing G/L Posting
- Editing a General Ledger Account
- FInancial Periods Browse
- Financial Statements
- General Ledger Report
- How Purchase Orders Post To A/P & G/L
- How Source Transactions Are Posted to The General Ledger
- In Balance Reports
- Period Update
- Rebalance
- Set Up General Ledger Options
- Setting Up the General Ledger
- Source Transaction
- Theory Behind The Chart of Accounts
- Transactions
- Trial Balance
- Interfaces
- Ollie
- Products, Inventory & Forms Management
- Adding/Editing Product Types
- Calculate Usage
- Counts, Releases & Adjustments
- Customer Owned Products
- Depleted (Inventory)
- Distributor Owned Products
- Editing Counts & Releases
- Editing Plys On Multi-Part Forms
- Editing Products & Services
- Editing Purchase Order Line Items
- Editing Requests for Vendor Quotes
- Entering Starting Inventory Balances
- Forms Management Catalog
- Forms Management Products
- Generating Storage Fee Sales Invoices
- How Usage Is Updated
- Inventoried Products
- Linked Product Sites
- Period Usage Summary
- Price Update
- Product Assemblines
- Product Categories
- Product History Audit Error Scan
- Product History Audit Trail
- Product History Reports
- Product Lots
- Product Reports
- Product Serial Numbers
- Product Specifications (Specs)
- Product Specs: Continuous/SnapOut/Free Form/Check
- Product Specs:Advertising Specialties
- Product Specs:Books & Binders
- Product Specs:Business Cards
- Product Specs:Envelopes
- Product Specs:Labels & Tape Register Rolls
- Product Types
- Products & Services
- Purchase Order Work Flow
- Purchase Orders
- Reorder Notices
- Requests for Vendor Quotes
- Set Up Inventory Options
- Setting Up Products & Services
- Units of Measure
- View Product Usage & Inventory Totals
- Viewing Product Site Totals
- Warehoused Products
- When Is Inventory Updated?
- Reports
- SAFExtensions
- Sales And A/R Functions
- Applying A/R Credit Memos
- Applying Customer Finance Charges
- Cloning a Sales Order
- Commission Tables
- Converting Requests for Vendor Quotes To Sales Orders & Quotes
- Credit Memos
- Customer Payments
- Customer Statements
- Customers
- Editing a Sales Order
- Editing a Sales Order Line Item
- Editing Sales Tax IDs
- Invoices
- Manually Overriding Commission On a Sales Order
- One-Time Customers
- Payment Status Codes
- Posting Customer Payments & Credits
- Printing Customer Invoices
- Printing Sales Order Summary Reports
- Recurring Sales Orders
- Release
- Sales History of Line Item Detail
- Sales Order (Special Cases)
- Sales Order Options
- Sales Order Posting
- Sales Order Reports
- Sales Order Workflow
- Sales Orders
- Sales Tax IDs
- Single Item Purchase Order
- Sites & Quantities For Sales Order Line Items
- View Customer Totals
- Viewing Customer Payment History
- Working With Units Of Measure On Sales Order Line Items
- Security
- Setup Options & Configuration
- Computer Tips
- Control Panel
- Disabling Opportunistic Record Locking
- Is Sar Obair
- MAPI
- Networking
- On Line Options (Optional)
- Optional Setup Steps
- Precautions Regarding the Windows Environment
- Remote Office Aliasing
- Set Up Global Options
- Setting Up SAFE EE
- Setup Outline (Read First!)
- Starting & Exiting SAFE EE
- Startup Options
- System Requirements For Clients
- System Requirements For Servers
- User Options
- Windows NT, 2000 And XP
- Windows Shortcuts
- Shared Files
- Utilities
- WebSAFE
Check out our Frequently Asked Questions
Most Accessed Topics
- Accounts Payable Options
- A/P Aging Report
- A/P Line Item History
- Alternate Phone Numbers
- Backup Utility
- Backing Up Your Data
- Bank Deposits
- Bar Code Applications
- Batch Posting
- Main Menu
Suggestions?
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