- EBMS Knowledge Base
- EBMS Main Documentation
- Getting Started
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Company Setup
- EBMS Guide for Accountants
- Features
- Reports
- Security
- Server Manager
- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
EBMS System Options
The EBMS Contains a variety of system options. The default options are sufficient for a standard installation.
Settings tab
Go to File > System Options > Settings tab from the main EBMS menu to set universal settings as shown below:
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The Use Enter like the tab key option allows the user to tab through the fields in a window with the use of the enter key. The tab key will still function normally. It is highly recommended that this option is disabled (unchecked). The primary purpose is to accommodate users who are accustomed to text-based software such as Unix or MS DOS. The recommended setting is OFF unless the user is accustomed to the DOS version of EBMS and requires this feature.
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The Save settings on exit option causes the system to save all the open lists on the main desktop when the user exits EBMS. Review the Start Up Window section for more details on this feature.
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The Refresh search lists every ____ minutes value determines the amount of time the system will wait to refresh since the last list update or refresh. The option must be enabled for lists to be reloaded even when the system is busy. For example, to have lists refresh every 5 minutes, check the checkbox to enable the option and enter a 5 into the field. (See image below.)
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The Refresh only after _____ minutes of inactivity will cause the system to refresh only after the system has been idle for the determined amount of time. This option is useful if refresh steps slow down the computer system. Again, this option is required to be checked ON to be valid. Add in a number to define the number of minutes. (1.5 minutes in the example above.)
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The Theme setting will apply a specific MS Windows theme to EBMS. An MS Windows Theme will change the color and style of the software. This setting is especially useful if EBMS is being used with multiple sets of company data on the same computer. Color differences can be very useful in creating a visual difference between data sets.
These system options are set per company data set. Any system settings will need to be duplicated for each set of data if more than one company is created.
Zip Codes and Country Tabs
In the File > System Options > Zip Codes tab, view a zip code list that is delivered with the EBMS software and contains zip codes within the United States and postal codes within Canada. This feature allows the user to enter a zip code within a customer, invoice, or vendor wizard and the system will populate the city and state from the zip code list. Review the Postal Code Database section for more details on the Zip Codes and the Country tabs.
Locking
In the File > System Options > Locking tab, users can set lock warnings for documents that have a high chance of data overwrite conflicts. Document locking prevents other users from making changes at the same time and causing data errors. Review the article on Document Locks for details on the locking options.
CRM
In the File > System Options > CRM tab, set up scheduling and mapping features. Review Creating Calendar Appointments for user credential setup to create appointments within Outlook or Gmail.
Web Hooks
The API Gateway allows external systems to read EBMS data. Webhooks allow EBMS to access external systems. Review API Gateway and Webhooks for configuration details for these software interface options.