- EBMS Knowledge Base
- EBMS Main Documentation
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- 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
Accountant's Use of the Journal
Koble Systems offers a copy of the EBMS software for accountants to review EBMS data from clients. This software is offered to the accountant at no cost for the software, although a subscription fee may apply to update the software and provide support. The accountant's version of the software can read data supplied from multiple clients using different versions or configurations of the software. Note that the accountant's version of the software must be the same version or newer than their client's software version. The accountant version of the EBMS software will adapt based on the version of the client's data sent.
Refer to the Exporting Information to Accountants section for details on exporting data to send to the accountant.
Complete the following steps to import client data:
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When the login of EBMS is shown, enter the customer-established User Name and Password. Select New Company.
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Click Import Data to initiate the data import.
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Enter the directory path of the data and it will be imported.
The accountant has the ability to make journal entries in the General Ledger Module only.
The accountant's version of the software must be at least as recent as the newest client data. Read through Upgrading EBMS for details on how to run and automate updates from the EBMS Server Manager or follow these steps to download an upgrade file for a specific company:
Complete the following steps to download an upgrade file:
- Within EBMS, from the main menu, select Help > About EBMS.
- Copy the Serial Number listed in the About EBMS dialog.
- Click on the Web Page address within the same dialog.
- The link will open a browser session to a support page: Koble Systems
- Login with the company's Serial Number.
- Scroll down the support page to the section titled EBMS Install Package Download.
- In that section, click on the link next to Upgrade to the latest version of EBMS to download the most recent version.
- Make a note of the version number - that will be the version in the downloaded zip file.
- Close EBMS Server Manager, if it is open.
- Place the downloaded zip file in the EBMS > Server > LastDownloadedInstaller folder on the computer's local drive.
- Reopen EBMS Server Manager.
Contact an Koble Systems customer service representative for more details on EBMS software upgrade options.