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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
- Reports | Excel Add-In
- Reports | Excel Add-In | Troubleshooting
- 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
Hyperlink to EBMS Documents
EBMS documents such as invoices, customers, journals, or vendors can be opened using hyperlinks. A hyperlink can be a convenient way to attach a document to an e-mail, outlook calendar, or short cut.
The user that opens an EBMS document using a hyperlink must have access to the EBMS data. The hyperlink can only be used on a system where EBMS is installed and therefore won't work if it is sent to those who do not have EBMS. A user must log into EBMS each time a hyperlink is selected unless EBMS is already running on the user's computer.
The format of an EBMS hyperlink is:
EBMS:filename?document key
All EBMS hyperlinks are prefixed with EBMS:. The filename indicates the data file name that contains the information. Note that the suffix of the file may not be included. The document key is the unique identifier for the document. The document key for a sales invoice is the invoice number. The document key for a customer is the customer ID.
Example: The hyperlink for a sales invoice is EBMS:ARINV?9018
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ARINV is the file name for a sales invoice. The file name does not need to be capital letters.
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The file name is separated from the invoice number by the ? character.
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9018 is the invoice number.
The user can click Start > Run from the main Windows menu and enter EBMS:ARINV?9018 and the sales invoice 9018 will open.
Some documents have multiple keys such as an expense invoice. The expense invoice combines the vendor and the invoice number to make the document unique. The hyperlink for an expense invoice is EBMS:APINV?ABC|20415.
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Prefix is EBMS:
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Expense file name of APINV.
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The file name is suffixed by the ? character.
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The vendor ID ABC and the invoice number 20415 is separated by the filter character | . The filter character is on the right side of the keyboard with the \ key.
The following list describes the file names and keys for a number of common documents.
Document Name |
File Name |
Document Key (note the filter character) |
Sales Invoice |
ARINV |
Invoice number |
Expense Invoice |
APINV |
Vendor ID | invoice number |
Tasks |
TASK |
Task number |
Customer |
ARCUST |
Customer ID |
Vendor |
APVENDOR |
Vendor ID |
Employee |
PYEMP |
Employee ID |
Job |
JCJB |
Job ID |
Inventory |
INVENTRY |
Inventory ID |
Quote |
ARQT |
Quote ID |
General Ledger Journal |
GLJRN |
Journal ID |
General Ledger Account |
GLEDGER |
General ledger account |
The payroll module of the EBMS system does not facilitate hyperlinks. Future versions of EBMS may accommodate this feature.
Contact your EBMS consultant for any additional file names or keys for documents that are not listed.