Help Topics

• Welcome to VisionCore How To Topics
• Installation and Setup
  • Generating PC Tasks List Report
  • Generating Hardware Specs of a PC
  • Guidelines in Updating VisionCore to a New Build
  • SQL Server 2005 Express Limitations
  • Date fields follow the computer’s Regional Settings
  • System Requirements
  • Installing VisionCore on your Server
  • Installing VisionCore on a client workstation
  • Installing SQL Server 2005 Express Edition
  • Installation & Setup: SQL 2005 Configuration
  • VisionCore Email Registration
  • VisionCore Installer File Path for Databases
  • VisionCore Product Subscription
• Security
  • Check Blank Account Default
  • Hide Default Reports
  • Missing Fields Warning Messge in Default Accounts
  • No. of Copies Option on Transactional Reports
  • Refresh User Level Reports
  • Sales Rep User Account Login Restrictions
  • Sample 1 - Form Control Permission
  • Sample 2 - Disable Grid Control Type
  • Sample 3 - Give/Deny Permission on Reports
  • Store Implementation
  • Default Account Template
  • Restore E-mail
  • Default Accounts tab in the Security form
  • Filter on Warehouse and Store
• Find Form
  • Advanced Search in Find Form
  • How to filter Amounts field using Filter Editor
  • VisionCore Find Forms Enhancements
  • Refresh button on Find forms
  • Using the Find Form for Quick Search
  • Make combo box use the Find Form Settings Default Match
  • Find Field Position
  • Export from Find Form
  • How Sorting in Find Form works
  • Find Form Column Matching
  • Find Form Setting - Filter and Group By
  • Change the Posted column implementation on Bill Batch form
  • Keep the Find Form Open
  • Default Filter Column on Find forms
  • Added Void Column on Find Orders Form
  • Remove all DevExpress Default Date Range in Filter Editor
• Preferences
  • Close Form after Printing
  • Additional Skins
  • Allow Zero Entries in GL
  • How Schedule Activity Alarm Works
  • Save Grid Layout on Major Forms
  • Reverse Recap
  • Override System Date with Business Date
  • Allow Posting without GL entries Opening Balances
  • Decimals Currency Setting
  • Renamed to ‘Autofill General Journal form - Reference Field’
  • Enable Complex AR/AP
  • Auto Filter Records as you type
  • Summarize Inventory Alerts and Hyperlink on Reminder List
  • Sort Transaction Items By Vendor ID
  • Sort Transaction Items By Original Order Entered
  • Sort Transaction Items By Item Number
  • Sort Transaction Items By Category
  • Sort Transaction Items By
  • Show Invoice warning for Item Reorder Point
  • Records to Retrieve
  • Ignore special characters when filtering 
  • Enable Auto Lookup
  • Display Posted/Unposted message
• Main
  • VisionCore Upgrade Wizard
  • Customize Start Menu
  • Export and Update Existing Data
  • Import Data
  • Using Data Utility
  • Deleting Database Using SQL Utilities
  • Backup a Database
  • Connecting to VisionCore over the Internet 
  • How to Delete a Database
  • Lead Import in Data Utility
  • Data Utility - Vendor Import Modification
  • Exporting CSV Data Wrapped in Double Quotes
  • How Sub-Category and Primary Category is handled in Data Utility
• CRM
  • Customer Analysis Report
  • Opportunity and Campaign Reports
  • Customer Credit History Report
  • Email Campaign-Delay Options
  • Added Lead form
  • Ability to print emails from Email Tab
  • How Prospect Auto Schedule works
  • How Customer Auto Schedule works
  • Customer and Prospect form
  • Save email as Draft
  • Industry, Customer and Workers Code in the Customer form
  • Web Access checkbox in the Customer form
  • Vendor Drag and Drop Email
  • History Tab in Prospect form
  • Remodeling of the Customer Form
  • How Enable SSL option works
  • Use Warehouse checkbox
  • Setting Up the Find Form
  • Searching Customer/Prospect Duplicate
  • How to Export Contacts from VisionCore to Outlook
  • How to Drag and Drop Email from Outlook to VisionCore
  • Customer Type Discounts
  • Customer Points
  • Change in Vendor Form
  • Add Create Service Level Agreement in Initiate button screen
• Sales
  • Age Field in Commission Reports
  • Customer Type Searchable in all A/R and Sales Reports Criteria
  • Handling Credit Card Charge and Void in the Receive Payments form
  • Printing Credit Card Receipt
  • Verify Customer Info
  • Track converted Prospects to Customers
  • Line Item Detail enhancement
  • Import Order from Excel
  • Update Available Stock Quantity as you Leave Line Item
  • Prompt User for Errors when a Credit Card Field Exists in the Custom Reports
  • Bar Code/UPC Code in Order and Invoice forms
  • Inventory, Misc and Service items combined under Items tab
  • Knowing an invoice has been printed already
  • Secure Profit and Margin Columns
  • How to setup Tax Code
  • Unique Transaction Sequence by Customer Type
  • Voiding Orders
  • Voiding Invoices
  • Changes in Opportunity implementation
  • Total Profit and Total Margin fields
  • Auto assign sales rep to an Account
  • Multiple Payments in Invoice or Order form
    • Cash Payment in Order and Invoice form
    • Check Payment in Order and Invoice form
    • Other Payments in Order and Invoice form
    • Credit Card Payment in Order and Invoice form
    • Updating of Payment
    • Deleting of Payment
    • Returning of Payment
  • Enhanced Sales Rep Group Form
  • Enhanced Sales Rep Form
  • Enhanced Customer Form
  • How to return a Sales Receipt transaction
  • Default Invoice Type
  • Associating Prepayments to Orders and/or Invoices
  • Customer Quote Shipping Enhancement
  • How Freight Rates work
  • Add Serial Numbers on RMA form
  • Opportunity button in Quote form
  • Create New RMA without Invoice
  • Auto Build Assemblies in Invoice
  • How Batch Process Order works
  • Back Order tracking ability directly in Sales Order form
  • Prevent Negative Allocation
  • Convert Order to Purchase Order [Drop Ship Selected]
  • Convert Order to Purchase Order [Drop Ship All]
  • Selecting Matrix Items on Sales Order
  • Selecting Items for Credit Memo
  • Rules on Update Inventory Item Fields
  • Rules on Creating Back Orders
  • Rules on Adding Orders with Credit Card Payments to Invoice
  • Return Payments with Undeposited Account selected
  • Returned Payment with Overpayment
  • Report Email Log
  • Receiving Payments
  • Purchase Order Complete Button
  • Profit Margin and Low Sold Price Security
  • Partially applying a Credit Memo
  • Override Tax Function
  • Maximum Order Quantity for Inventory
  • Lock Return Payment
  • How to create Multiple Invoices for a single Order
  • How do Update Units Committed runs in VisionCore
  • How Customer Prepayment Works
  • How Commission works in VisionCore
  • How Back Order is created 
  • Freight Charges By Warehouse
  • Finance Charge
  • Enable Invoice Voiding (Disables Unpost)
  • Enable Allocated Rules
  • Create New RMA from Sales Menu
  • Create New Credit Memo from Sales Menu
  • Create Back Order from Order
  • Always Calculate the Best Price
  • Applying a Credit Memo
  • Bad Debts
  • Category Pricing Discount
  • Check Credit Card type before posting
  • Creating Credit Memo from original Invoice
  • Creating RMA from original Invoice
  • Enable Back Orders
  • Enable Back Order option is disabled
  • Enable Back Orders option is enabled
  • Starting Number for Credit Memo Depending on the Customer Type
  • How to Edit 714 Sub Invoice Payment report
  • Manual Entry of Serial Numbers during Order and Invoice transaction
  • Sales and Purchase Discounts
  • Description column header change in the Quick Estimate form
  • Allow Cost modification in Sales Transactions
  • Posting Invoice with Zero Sales Price
  • Service Level Agreement
  • Discount Sales Price vs. Category Pricing
  • Import from Excel and Rapid Entry Shipped Qty
  • Track Customer Payments
  • Expose Charge column on Order and Invoice Detail tab
  • Added Tax fields on Invoices Line Item Grid
• Purchases
  • Use Fix Cost on Purchase Order (Ignores Exchange Rate)
  • AP Reports with Invoice and Bill Number
  • Form 1096 report
  • Batch Bill Detail Report
  • Enhancements on 1099 Reports
  • Create custom version of the 1099 reports
  • Vendor 1099 Opening Balances changes
  • Item History tab on PO, PR & Bill forms
  • Discount Date in the Pay Bills (Multi-Vendor) and Pay By Criteria
  • Enhanced Vendor Form
  • Order By field on a PO
  • Country field on Check reports
  • Print Stub Overflow Options
  • Voiding check when Assign Check numbers after Printing is enabled
  • How to Enter Vendor 1099 Balances
  • Add grouped by subtotals to Pay Bills Multi Vendor screen
  • Add drill down to Pay Bills Multi-vendor
  • Cutting Negative Checks
  • AP Clearing
  • 1099 Adjustment
  • AP Batch Posting Report
  • How 1099-B works
  • Vendor Discounts
  • Auto Time-spread for AP prepays
  • Cash Requirements
  • Form 1099-MISC Limit
  • Use Tax
  • Override Transaction Numbers on Recurring Transactions documentation
  • PO Ship To
  • Summary Grid Footer for Purchase Order and Purchase Receipt
  • Rules for Duplicating Debit Memos
  • Rules for Duplicating Bills
  • Refund from a Vendor
  • Receiving All Items When Processing Purchase order to Purchase Receipt
  • Multi-Currency (PO and PR)
  • Landed Cost Process
  • How Inventory GainLoss is handled
  • Form 1099
  • Duplicate Check Number
  • Bill Batch Entry
  • Check formats supported in VisionCore
  • Lump Sum Reversal for Prepaid Expense
  • Change in Void Check Options Form
  • Use Tax on Vendor Freight Tax field
  • Vendor Notes Enhancement
  • Misc Gain/Loss
  • Display data on 1099 Reports
  • Create Vendor 1099 Opening Balance
  • Print Options for General Ledger and Batch Bill Entry form
  • Vendor 1099 Opening Balance enhancements
  • Posted Tax on Bill Batch Entry form
  • Bill 1099 Field Accessibility
  • Using other GL account when setting up a Use Tax Code
  • Quick Pay Option
  • Bill Date vs. Post Date
  • One-time expense allocation for Prepaid Expense
  • Job ID on Bill Batch Grid Chooser
  • Save selection in Pay Bills (Multi-Vendor) and Cash Requirement report
  • How to apply Use Tax that uses the GL Account of the Line Item on the Bill
  • Pay Now to pay a foreign bill using foreign bank account
  • Pay foreign bills using base/local bank account
  • Pay foreign bills using foreign bank account
  • Voiding Pay Bill when Enable check reversal for voiding options is enabled
• Inventory
  • Percent of Margin (MSRP)
  • Show Inventory Warehouse
  • Generate serial number in numerical sequence
  • Categories arrangement in Select Categories form
  • Kits/Bundles
  • Expiration Date on Lot Numbers
  • Ability to Edit Item Serial Numbers
  • Import Inventory Price List
  • Export Inventory Price List
  • Editing Inventory Matrix Attributes
  • Price and Cost Updating
  • Royalty Implementation
  • Transaction Number drilldown in Inventory Serial Numbers form
  • Find Serial Number on Inventory Serial Numbers form
  • Inventory Serial Numbers can display Warranty as one of the columns
  • How Warehouse field is used in Pricing Level
  • How MSRP Discount pricing method works
  • Other Cost tab
  • Drop Ship
  • Stock Movement
  • Prevent Negative Stock
  • Negative Build Assembly
  • Inventory with Lot Numbers 
  • Inventory Specs Tab
  • Inventory Images Tab
  • Inventory Form Feature (when changing Item Type)
  • How Average Costing is updated
  • Hiding Warehouse
  • Display out of stock message
  • Drill Down Stocks Feature in Inventory
  • Show Lot Number tab
  • Inventory Matrix Item Wizard Enhancement
  • UPC Barcode Scanning in Inventory Adjustment
  • How FIFO/LIFO works in VisionCore
  • Change Existing Lot Number
• Jobs
  • Project Management Process
  • Show Project Clause
  • Auto-populate Job ID
• Manufacturing
  • Record employee hours worked in Manufacturing
  • Manufacturing Order report
  • Manufacturing Process
  • Production Process Sample 1
• Accounting
  • Trial Balance by Department report
  • Enhance the GL by Account ID Report
  • Update and Export Budget feature in the Budget Definition form
  • How to cascade changes on Segments
  • Chart of Accounts Form Changes
  • Rename Budget Code to Budget Name
  • Close Fiscal Year Process
    • Audit Adjustment before Fiscal Year is closed
    • Audit Adjustment after Fiscal Year is closed
  • Ability to close financial period for specific modules
  • Multiple Sorting in the Bank Account Register form
  • Fixed Asset default accounts
  • Groups tab on Chart of Accounts form
  • How to add Account Groups and Subgroups
  • General Journal Entry Import
  • How to Raise Expense by Percent
  • Posting past month's FA depreciation into current accounting period
  • Ability to Group by Any Column in General Ledger Form
  • Add more columns to the column chooser in the GL
  • Show amount on recurring entry screen in GL and AP
  • Data Entry Improvement When Entering GL Account Numbers
  • Data Entry Improvement on Journal Entry
  • Able to Copy Entire Budget Code
  • GL Budget Grid View
  • General Journal Control Account Lockout
  • Account Template Management
  • Account Allocation
  • Reverse Journal
  • Remove all Unposted Entries from GL
  • Adding Account ID on Chart Of Accounts Form
  • Resize Account Segment
  • New Button in Chart of Accounts Form
  • Date Range in General Ledger Form
  • No Fiscal Year Period Created
  • Grid Preview of General Ledger
  • Segment Account - Default Type and Account Group
  • Changes on General Ledger Form
  • Attachment Tab on General Journal form
  • Export and Import of Budget
  • Change Posting or Unposting Error Message
  • Fixed Asset Import
  • Add Notification message prior to clicking the Refresh button
  • Allow Posting without GL Entries Fixed Assets
  • Batch Posting of Fixed Asset Journal
  • Fixed Asset Journal Import
• Banking
  • Bank Reconciliation
    • Reconcile with Unreconciled difference equal to zero
    • Reconcile with Unreconciled difference of negative amount
    • Reconcile with Unreconciled difference of positive amount
    • Preview previous reconciliations
    • Add New Misc Debits and Credits on Bank Reconciliation form
    • Payee field in the Bank Reconciliation form
    • Clear Transactions by Reference Number or Date Range
    • Unreconcile transactions in the Bank Reconciliation form
  • How to Customize Report  (Write Checks)
  • Positive Pay Report (SelectUnselect All)
  • Print Stub Overflow option in relation to Check Paper Type
  • Watermark Do Not Cash on Checks reprinted
  • Setting Up Positive Pay Format
  • Assign Check Number after Printing
  • Setting up MICR Printing
  • Receiving Payment as Undeposited Funds
  • Payment Date Column in Write Check
  • Issuing a Check based on Customer Credit or Overpayment
  • Credit Card Batch Entry
  • Manually Waste a Check
  • Voiding Write Checks when Enable check reversal for voiding options is enabled
  • Improvement in the Banking Payee
  • Add Refresh button in Chart of Accounts form
• Payroll
  • Time Clock
    • Enable Time Clock Hours Calculation
    • Overtime Computation using Time Clock Hours
    • Processed Hyperlink on Time Clock
  • Reissue Paycheck
  • Retrieve 941 SS Limits from WH32
  • Payroll Check Formats
  • Changes on the Direct Deposit Form
  • Direct Deposit - NACHA
  • Enhanced Employee Form
  • How to Download and Install Latest Tax Tables
  • Show Time-Off Accrual Info on Pay Stubs
  • How To Import Time Clock Hours
  • Direct Deposit – Web Pay
  • Direct Deposit - NPC Pay 2
  • Payroll Reimbursements
  • Payroll Mass Update
  • Payroll Fringe Benefits
  • How FIJI Payroll is setup in VisionCore
  • Allow Admin user to modify FICA fields in Paycheck
  • Block Count and Block Filler
  • BB&T- Specifications for NACHA
  • Employee Layout Changes – Add, Move Up and Move Down buttons
  • 2011 FICA SS changes
  • Print Direct Deposit Paycheck
  • Where to begin with Payroll
  • How Update Employees button works
  • How to setup a template
  • How to use Payroll Template to setup employee
  • How to process Paychecks for several employees
    • Process paychecks where To Be Printed checkbox is checked
    • Process paychecks where To Be Printed checkbox is unchecked
  • Printing paycheck before posting
  • Posting paycheck before printing
  • Failed Check Printing
  • Posting Tips in Payroll
  • Zero Dollar Paycheck
  • NACHA - Multiple Bank Accounts
  • Require Pay Group on Employee Setup
  • Voiding Paycheck when Enable check reversal for voiding options is enabled
  • Paycheck Reissue
  • Succeeding Reissue of the same Paycheck
  • Generating Form W-2 and W-3
• System
  • State or Province field accepts up to 50 characters
  • Enhanced Security Policy form
  • Attachments Tab in other VisionCore Forms
  • Adjust the length of City fields
  • Standardized Ship Via Like Forms
  • Recurring Transactions
  • Journal Edit Log
  • Remove System Date and Time Button
  • New Default Account for RMA and Credit Memo
  • Account ID Combo box Default Search Criteria
  • Decimal Places in Sales Price and Cost fields
  • Default Accounts for Vendor Prepayment in User Security
• Reports
  • Report Menu Changes
  • Customizing Report Criteria Settings
  • Editing a VisionCore Report
  • Customizing Summary Report like A/R Summary Detail
  • Creating Summary Totals on Custom Report
  • Customizing a report from VisionCore Default Layout and DataSource
  • Creating a VisionCore Custom Report
  • Creating a VisionCore Custom Report using the Report Wizard
  • GL By Account ID drill down to open the actual referenced transaction
  • GL Report Drill Down Capabilities
  • How to create Custom Report and Sub Report
  • How to Customize a Transactional Report (e.g. Invoice Dot Matrix)
  • How to locate Customized Reports
  • Print Direct Implementation
  • Report Forms Design Improvements
  • Accounting Method - Cash or Accrual
  • Report Viewer First and Last Page Buttons
  • Add Barcode on Sub-Reports
  • Chart of Accounts by Department Report
  • What you See is What You Get Printing
  • Exporting Transactional Reports in CSV
  • Simplified General Ledger by Account ID Report
  • Account ID field added in Batch Bill Report
  • Due Date added in Batch Bill Detail Report
  • Renamed Total Receivables to Total Payments in Sales Summary Report
  • Taxable and Nontaxable Subtotal in Order Totals Report in Order Totals Report
  • Product Analysis Report
  • Create a data source that includes taxes in Banking transactions
  • Batch Report Processing
  • No more delete confirmation message in the Report Criteria form
  • Added Date Criteria on Customer Analysis Report
  • Year 2011 941 & 940 Reports
  • New Payables Check Formats
  • Create custom 1099 report
  • 1099 MISC Options and 1099 Detail Report
  • Bank Reports Related to Checks
  • Paycheck Register Prior To and After Posting reports
  • Standard Financial Comparison Reports
  • New Bank Reports
  • Added Filter By Combobox in Batch Report Processing
  • Add Bills Tax amount and Batch Total Tax on Batch Bill Detail report
  • Able to filter A/P AccountID on Purchase reports
  • Filter Paid and Unpaid Invoices in Batch Report Processing
• Financial Report Designer
  • Secure Canned Reports
  • Percentage Total on FS from Report Writer
  • Favorable Variance Reporting
  • How to Perform Advanced Calculations in FRCore
  • Financial Report Groups
  • Export/Import Row and Column Components on FRCore
  • As Of Date Column Filter Types
  • Reverse Sign for Expenses
  • Report Groups
  • How Page Break row type works
  • Override Column Format Masking
  • Attach Non-financial Reports to Email Financial Reports
  • Row Designer changes - Delete buttons
  • Generate Rows using Account Filter Segment
  • How to use Filter Accounts and Editor
  • Accounts Used sample
  • Row Designer - Description field (grid area)
  • Debit balance side sample
  • Credit balance side sample
  • Link to GL sample
  • Calculation row type sample
  • Center Title row type sample
  • Total Calculation row type sample
  • Financial Report Security
  • Import and Export on Financial Report Builder
• Add-Ons
  • Credit Card Processing
    • TranSentry Integration
      • VisionCore TranSentry Implementation Overview
      • Security Policy required for TranSentry Integration
        • User Management Security for Administrators
        • User Management Security for All Users
        • Log Events
      • TranSentry Integration Setup
      • Forms affected by TranSentry Integration
      • Tokenization
      • How to process credit card payments
        • Process Credit Card transaction in Customer Prepayment form
        • Process Credit Card transaction in the Receive Payment form
        • Process Credit Card transaction in POS form
        • Process Credit Card Payment in Order and Invoice form
      • Updating of Credit Card Payment
      • Voiding of Payment
      • Voice Authorization
      • Partial Approval or Partial Authorization
      • Real-Time/Authorization Reversal
      • Charge Return
      • Close Credit Card Batch
      • Impact on Reports
      • TranSentry and Credit Card Tokenization
      • Running TranSentry Credit Card Reports on Mercury’s Online Portal
  • Shipping and Tracking
    • How to update your Shiprush License Key
    • Allow ShipRush to work on a Return to Vendor
    • Customer UPS Account Number
    • ShipRush
    • Override ShipRush with Freight field
    • Calculate Weight based on the Inventory items
  • eCommerce
    • VC-AC Integration Login form is now automatically displaying
    • VisionCore Inventory Manufacturer field is now mapped to AbleCommerce Product Manuf.Part No
    • VisionCore Sales Quote will not sync to AbleCommerce Order
    • Add AC prefix to the Order Number
    • How Kit Item Works between VisionCore and AbleCommerce
  • Payroll Integration
    • Synchronize Time Clock Plus with VisonCore
  • Help Desk
    • Bizcore Customer and Prospect Integration
    • Bizcore SQL Log in and Password URL
  • Plugins
    • How to Install VisionCore Plugins
• Advanced Topics
  • Removed All Credit Card Fields from the Visioncore SQL Databases
  • How to setup a scheduled Database Backup
  • Work-around on the issue of installing VisionCore on 64-bit OS versions
  • Troubleshooting VisionCore Login 2
  • Troubleshooting VisionCore Login
  • Troubleshooting SQL Server 2005 and VisionCore
  • Suggested Font Size (DPI) for Vista
  • Start the SQL Server Browser Service
  • Special Case Datasources
  • Customizing Sales Form
  • Customizing Invoice Paid Report Data Source
  • Change the Password of the Accounts Used by SQL Server
  • Basic Usage of BRLCore
• Other
  • How to Upload Screen shot or File Document on the Support Forum
  • How to run VisionCore HotFix for Server
  • Change Delete Icon in VisionCore
  • Tool to Clear Transactions and Balances