Mike Thorne

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Activity overview

Latest activity by Mike Thorne
  • Mike Thorne created an article,

    What is a security group

    Utilmate provides for six levels of access for different users. Security groups are assigned to a user to control which menu's, screens and processes the user has access to.  Note: A user can be as...

  • Mike Thorne created an article,

    Add or remove users from security groups

    Security groups are assigned to a user to control which menu's, screens and processes the user has access to.  Find out what each security group permissions are.   To add or remove users go to the ...

  • Mike Thorne created an article,

    Bulk Customer Updates Interface

    The bulk customer update interface is used to update the details of (potentially) a large number of customers.  It will update the billing cycle, treatment type, payment method or credit control st...

  • Mike Thorne created an article,

    Xero Receipt Mapping and Import

      Daily at 1pm, Utilmate imports all customer payments from your bank accounts (provided you already have them connected to Xero) into Utilmate and allocates them to the right customer.   Before y...

  • Mike Thorne created an article,

    Xero Journal Mapping and Export

      On the 1st of each month, Utilmate exports draft journals to Xero for the previous months' sales.  To do this, you need to map account codes in Utilmate with those in Xero.   Before you begin Be...