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  • Can OnSite be run on an iPad or other tablet device?
    Yes it can.  Using RDP (Remote Desktop) or other apps, you can access your OnSite system from an iPad, Android, or other tablet.  Watch the ...
  • Contacts and How to use Them.
    Contacts are people that are related to Customers, Marketing Prospects, and Vendors.  Contacts have additional information linked to them including addresses, phone, fax, and email ...
  • Creating Bank Reconciliations
    Bank Reconciliations are a standard accounting tool that allows you to make sure that the checks you have written, the deposits you have made, and other ...
  • Commissions Webinar Series
    This is a series of 3 recorded webinars in which attendess learn about the OnSite commission functions.                     ...
  • Can I import bank statements into OnSite for bank reconciliations?
    OnSite has a feature that allows users to import their bank statement information into the program.  This feature will allow users to do bank reconciliations ...
  • Chart Of Accounts
      The Chart of Accounts is the “backbone” to your accounting system.  Accounts are used as the“buckets,” where amounts are captured and reported on.  These may have been ...
  • Customer Setup
    The purpose of this Training Program is to familiarize yourself with the setup and creation of Customers. The “Customer” section of OnSite is used to store ...
  • Click to Pay
    Click-To-Pay: The ability for an "End User" to receive an email with a link and click on that link to pay an invoice. NO LOGIN ...
  • Cloud Best Practices
    If you are utilizing a ShopWorks cloud server, you are likely familiar with our upkeep and maintenance terms.  On a regular basis, we will run ...
  • Cost Modifiers
    Cost Modifiers give you the ability to value Physical Inventory higher than the cost of the components that make up the Product.  It allows you ...
  • Core Training Accounting Webinar - Part 1
    In the recorded webinar below, we cover accounting defaults, Chart of Account setup, Receivables, Payments, and Bank Deposits.   Accounting Workshop - Part 1       ...
  • Core Training Accounting Webinar - Part 2
    In the recorded webinar below, we cover Vendor setup, Payable entry, Paying bills, General Journal Entries, and Financial Reporting.   Accounting Workshop - Part 2     ...
  • Cloud Stuck Signing Out
    When using the RDP to access your Cloud system there are times when a user is done for the day and they exit the sytem ...
  • Core Training - Accounting Webinars
    In this series of webinars, we go over how to do core accounting transactions in the OnSite system.  There is also a document you can ...
  • Click - To- Pay Webinar
    In this webinar Jay reviews the new functionality for our Click-To-Pay link. You send your customer an email from OnSite with a secure link. Your customer receives ...