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 seven levels of access for different users. Security groups are assigned to a user to control which menus, screens, and processes the user has access to. Important: A user can ...
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Mike Thorne created an article,
Users security groups - add or remove users
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. Users are located under the Mainten...
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Mike Thorne created an article,
Bulk Customer Updates Interface
The bulk customer update interface is used to update the details of a large number of customers. It will update the billing cycle, treatment type, payment method or credit control status of all ac...
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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. Bef...
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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 be...