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Results for “duplicates” — 20 results

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Avoiding and fixing duplicate contacts

Merge or delete accidental duplicate customer and vendor records before they cause confusion in reports and transactions.

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FAQ: Troubleshooting Cash Purchases

Quick fixes for common cash purchase issues.

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Settings explained: Document coding

Configure automatic numbering prefixes and formats for each document type.

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Importing contacts from Excel/CSV

Bulk-load your customer and vendor lists into Usystems from a spreadsheet without manual entry.

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Importing employees

Add your entire employee roster to the HR module from a spreadsheet.

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FAQ: Triage to Billing

Answers to common questions about the Emergency Ward workflow.

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A customer balance looks wrong

Diagnose and fix an inaccurate customer account balance in Usystems.

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A vendor balance looks wrong

Diagnose and fix an inaccurate vendor account balance in Usystems.

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Importing products from Excel/CSV

Bulk-upload products from a spreadsheet to save time on data entry and manage large product catalogs.

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Adding lines: products, expense services and landed cost charges

Populate a bill with inventory items, one-off services, and shipping or duty charges.

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Duplicating and restoring templates

Save a copy of your current template or revert to the default version.

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Selecting the vendor on a bill

Search for or create a vendor contact quickly when entering a new bill.

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Purchasing Officer: daily workflow

Complete a typical day of placing orders, receiving goods, and verifying vendor invoices.

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Receptionist / Front Desk: daily workflow

Manage patient check-ins, queues, and clinic flow from opening to closing.

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FAQ: Managing Sales Receipts

Answers to common questions about editing, deleting, and organizing receipts.

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Importing customers and vendors

Upload customer and vendor lists in bulk from a spreadsheet to populate your contact directory.

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Numbering invoices: auto-codes, prefixes and manual codes

Learn how Usystems assigns invoice numbers and how to customize them.

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Numbering sales receipts: auto-codes, prefixes and manual codes

Learn how Usystems assigns numbers to sales receipts and how to customize the numbering scheme.

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Allowing manual codes and sequence rules

Reference for manual code configuration options and when to use each.

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Numbering sales orders: auto-codes, prefixes and manual codes

Reference guide to sales order numbering systems and how to assign codes.