Accounting software is a critical part of your business operation and when you have an issue or a question, we understand that you would like it resolved quickly and effectively.

We provide self help resources on the Internet that can be researched to discover the answers to many questions or problems that may arise. However, many people prefer to discuss their issue with a Certified Support Technician and sometimes it is the best option.

Most software companies provide a “user pays” Support Program to cover the costs of providing the support service and it is a very important part of a software company’s operation.

Without a user pays policy, there would not be the funding to make the support staff available.

We have three main policies designed to ensure that all of our customers receive the best possible support service.

Policy 1: Support Contracts

1. Users have the choice to join an affordable support contract, as promoted within the program, marketing materials, our web pages, and in the End User Licence Agreement.

2. The contract covers the user for a reasonable level of email and telephone support.

3. As a bonus, the user will receive the latest version of SoEasy for free.

Policy 2: Non Support Contract Users

1. All support calls are charged at $1.95 + gst per minute with a minimum charge
of $20.00 + gst.

2. All support emails are charged at

a. Basic question $5.95 + gst

b. Large questions $12.00 + gst

3. Remote Assistance is charged at the support call rate.

4. The support call fee will still be charged for even if the issue is not resolved.

Policy 3: Latest Version

If you require support relating to a function of an older version of SoEasy than the latest version:

1. If the problem cannot be resolved you will need to update to the latest version.

2. The support call duration will still be charged for even if the issue is not resolved.

These policies have evolved over many years and are strictly adhered to for the benefit of all users.

Printer Issues

To resolve printer issues go to The Front Company Menu and select the Set Printers tab.

Arrow 1 The Set Printers tab.

Arrow 2 Make sure the correct printer is set by selecting the Reports Printer with your mouse and
choosing the correct printer.

Arrow 3 Make sure all printer settings are correct. It is important that all printers are correctly set.

If you want to email documents from SoEasy you will need to have a PDF printer driver

loaded and set up as the PDF Printer.

Arrow 4 Additional Help on printers.

Printer Name is Too Long

Open up your Printers & Faxes settings (see the Windows Control Panel).

Arrow 1 It will help your PC speed and stability to delete any printer drivers you no longer use.

Arrow 2 If this was the printer you wished to use with SoEasy, the printer name would be too long.

a. Right click on it and choose properties.

b. Re-name the printer to something shorter (under 20 characters).

c. Go and set up the printers as in the above topic.

If you are using a network printer, you may have to re-name the printer on the server first.

Emailing Documents

If you do not have a PDF Printer driver loaded on to your PC and set up in the SoEasy Printers screen, you cannot email documents. We recommend that you install PDF Factory.

1. During the installation of SoEasy, a trial version of Fineprint PDF factory is automatically loaded into your printer drivers section

2. If you can’t find PDF Factory in your Windows “Printers and Faxes” folder, Go to http://fineprint.com/products/pdffactory/index.html and download the trial version of pdfFactory

3. Set it up in the SoEasy Printer Set up screen (as per the “Printer Issues” topic above

Note: We now have a Plug In Module called the Email Manager which has advanced email features. Please refer to the manual, The Email Manager.

Update did not work properly

If after a SoEasy Update and your software has an issue, try downloading the full update file.

On the Server:

Arrow 1 Select the “Options” tab

Arrow 2 Select the Alternate “Download” button

Arrow 3 It is very important that you save the download file to the correct location on your PC

If you don’t, the update will not work

Arrow 4 Get the file

Microsoft Explorer Download

1. When you have answered the dialog box questions you will eventually be asked to
Open or Save the file. Always “Save” the file (Arrow 5)

2. To save the file to the correct location you will need to find the
SOEASY/UPGRADE/FILES directory

3. Arrow 6 Select the list button in the “Save As” dialog box for a dropdown list

4. Arrow 7 Locate the SOEASY/UPGRADE/FILES directory

5. Arrow 8 Select save and the “soeasy.zip” file will download to the correct directory

When you open SoEasy it should say “I have found an upgrade file...” If it doesn’t then you have saved the file to the wrong location.

Mozilla Download

If you are using Mozilla and you don’t get an option to save the file to the SOAESY/UPGRADE/FILES directory, after the download, locate the “soeasy.zip” file on your desktop. If so:

1. Right click on the file and select cut

2. Open your “My Computer” and locate the SOEASY/UPGRADE/FILES directory

3. Right click your mouse and select paste

If you want to fix your Mozilla so you can choose where to save files, see the next help topic.

Mozilla will not allow me to save a download file to the right location

Mozilla (for no logical reason) has a default setting that does not allow you to specify where you want a file to down load to. To fix this:

1. Open Mozilla and select “Tools” - “Options” (Arrow 1)

2. Select “Main” (Arrow 2)

3. Select “Always ask me where to save files” (Arrow 3)

4. Select OK and the setting should now be saved

A file is open

SoEasy requires exclusive access to files during certain processes. For example, when you are updating SoEasy, reorganizing files, or importing a products register, SoEasy will attempt to secure exclusive access to files. However if you are on a network other users could have SoEasy open. If so exclusive access cannot be gained and so the procedure will fail.

To check who is logged on to SoEasy there is an application you can use.

1. At “The Front Company Menu” select “Options – Miscellaneous” (Arrow 1)

2. Select the option “Network Files” (Arrow 2)

3. The “Superbase NetAdmin” wil appear if it is actually installed on your PC

4. Drive through the directory structure to the “cbdata” directory (Arrow 3)

5. Select the “SUPERBAS.NET” file and select “OK” (Arrow 4)

6. Select the List button (Arrow 5)

7. You can now see the user’s PC names that are logged on to SoEasy

8. Get them to log off and “Refresh” the screen. When there are no Users, try the procedure you were performing again

9. If this does not resolve the “File Open” problem, shut down and start up the computer again

Note: Don’t forget, you may have SoEasy open so make sure you also close SoEasy whilst you are checking for other users who are logged on.

How Do I Reorganise my Files?

SoEasy has over 400 different files and they run around your computer system just like cars driving around town. From time to time there will be crashes and damage will be done to the files.

Also when you delete a record it leaves a space in the file and although there is nothing wrong with that, the space takes up room and can eventually slow down the file.

Reorganising is like sending your car to the panel beater. The file goes through a process that tidies the file up and will ensure it is in good working order.

Reorganising should be done at least once a month and there is a “Maintenance” prompt that appears on your screen to remind you. (Arrow 1 below)

You can reorganise you files at any time and the process can help resolve common problems.

Reorganising rules:

The next pages will take you through the process Step-by-Step but here are some important rules first:

1. If on a network:

a. Make sure everyone is logged off SoEasy first. If they are not the system will let you know that it can’t reorganise the files as there is someone still logged on to the system.

b. Perform reorganizations on the Server only (The PC with the data files)

c. Make sure no one tries to log on during the process. They will just be denied access if they try to

2. Take a back up of your data (See the manual on Back up and Restoring Data)

3. Let the reorganization complete before you close SoEasy, use other programs on the PC, or switch off the PC.

4. If a reorganization fails do not try again. You must contact support as a failed reorganization can be that you have corrupted files (see topic on Corrupted Files). Support should be able to help you recover as long as you have followed the rules.

To Reorganise Files

1. Go to “The Front Company Menu”

2. Make sure everyone is logged off SoEasy

3. Take a back up

4. At “The Front Company Menu”, select “Maintenance” (Arrow 1)

5. Select “Reorganise Files” (Arrow 2)

6. The “Utility Function” dialog will appear.
Select the company whose files you would like to reorganise (Arrow 3)

A common mistake is to select “All”. For “All” to work, each company in your list would have to be up-to-date for the reorganization to work. You can get them up-to-date by going into each company and loading Platform. This will update the file structures and allow the reorganization to work.

The speed of the reorganization will depend on the PC and the length of time you have been using SoEasy and the size of the files. It should be relatively quick.

Issues with Reorganisation

File count is different

If you receive a message like “The file count is different”, such a message is due to a corrupted file and will mean that you have lost some data.

The data may not be important but you would be wise to perform the data tests as specified in the “Data Tests” topic later.

Reorganisation Fails

IMPORTANT Do not take another back up of your data as this could wipe out the backup you took before the first reorganization.

1. Close SoEasy

2. Open SoEasy and for the company you tried to reorganise, go into Plaform

3. Come back out to “The Front Company Menu – Maintenance” and try the Reorganise Files again

4. If it still fails you will require support

How do I Update SoEasy?

First off let’s address the issue of why you need to update.

Software is a living, evolving environment and as we progress we release updates so that users can benefit from the research. Some updates resolve bugs in the system but most updates are the result of developing a new procedure or establishing an improvement to an existing procedure.

SoEasy releases a new Master Version each year. A Master Version typically has a

· General “look and feel” screen design change, but still keeps the same functional format so you don’t need to learn how to do what you already know.

· Modifications to handle newer operating systems like Vista or Windows 7

· Newer procedures that are a result of business development research

Update Policy

· For the Master Version you have, any updates for that version are free and available for download from the Internet by using the “Check for Update” function

· If you have an issue or want to request a modification that has been resolved in a newer Master Version than the one that you currently have, you will need to purchase the newer Master Version to have the issue resolved

· Support Contract clients are provided the latest Master Version for Free

How To Update

Single User Update

1. Go to “The Front Company Menu”

2. Select the button “Check for Update”

3. Download the update file

4. Open SoEasy

5. A message will appear; “I have found an update, should I run it?”, select “Yes”

6. Open SoEasy to Platform and the update will be complete

Network Version Update Only update the Server

1. Go to “The Front Company Menu”

2. Select the button “Check for Update”

3. Download the update file

4. Make sure everyone is logged off SoEasy

5. Open SoEasy

6. A message will appear; “I have found an update, should I run it?”, select “Yes”

7. Make sure all users are logged off SoEasy (To check see the topic “A File is Open”)

8. Open SoEasy to Platform and the update will be complete

9. All workstations can then log on and they will automatically update

Update Issues

No Update is available

This is not uncommon. As a rule we do not release updates on Monday or the first day back of a long weekend. We do not release updates daily and sometimes there may be no update for weeks.

The Update Routine is Not on This PC

The Update routine is not loaded on to workstations usually. You should never update just a workstation unless told to do so by support.

Why Do I Have To Update?

The Support Desk is trained to work with the latest version of SoEasy. If you have an issue there is a strong possibility that support has dealt with the issue previously and by updating, the issue may be rectified. This should always be your first approach to resolving program issues.

Vista and Support

Vista has been a very important operating system release as it has moved technology forward to a much faster and feature rich environment. Unfortunately it hasn’t been a smooth transition and there wouldn’t be too many IT technicians raving about Vista. The problems are usually related to speed, file sharing issues, driver incompatibility, and software compatibility and on a daily basis, these issues can make your PC usage a living nightmare!

If you are going to run SoEasy on Vista you need the SoEasy 2009 version. Other versions will run ok but specific modifications were made to 2009 that ensured SoEasy was stable and ran efficiently.

Only operate the SoEasy 2009 version (or greater) on Vista.

It is also very important to note that Vista is being superseded by a newer operating system called “Windows 7” so if you are buying Vista to keep up with the times; you will already be buying into an old operating system that will go down in History as not being too flash!

The best operating system for small businesses is without doubt, Windows XP Professional. There is no contest! It is stable, efficient, compatible, easy to network, and cost efficient to mention but a few of the benefits. So if you can get XP Pro, do so as it will save you from a lot of potential problems.

Remote Assistance on Vista

If you require Remote Assistance and you are on Vista, you must go through the following procedure before connecting to “Remote Assistance”: If you don’t, the connection to your PC will be impossibly slow and we can’t provide the service.

1. Right click a blank area of your desktop

2. Select 'Personalize' from the drop down list

3. Select 'Windows Colour and Appearance'

4. Select 'Open Classic appearance properties'

5. Select 'Windows Vista Basic'

6. Your PC may need to re-boot

After this you can run Remote Assist.

Internet Speed

Test your Internet Speed at this location http://www.consumerspeedtest.org.nz/

Internet connections have two speeds:

1. Upload – Sending files

2. Download – Viewing Internet pages and downloading files

If sending emails is slow, check your upload speed at the above “Consumer” test page.

If visiting the Internet is slow, check the download speed.

Dial Up and Support

If you are on a dial up connection the Internet is slow in all activities and if you request “Remote Assistance” you must let us know that you are on dial up.

Things to do before requesting support

If you are on dial up, before you request support, please make sure you have:

1. Downloaded the latest update (This could take an hour)

2. Reorganised your files

Ordering a Disk

For people on slow connections, we provide a service where we send a monthly disk.

To order a disk or sign up for a monthly disk, please select the following link:

http://www.soeasy.co.nz/services/

How to Get Remote Assistance

Remote Assistance provides you with the ability to receive support from us over the Internet.

You must book a Remote Assistance session with support first.

If you are not on a Support Contract with us there is a charge for the service.

1. Go to “The Front Company Menu” and select “Get Support” (Arrow 1)

2. If you have not booked a remote assistance session please “Book Now”

3. If you are not on Vista, select “Connect Now”

4. If you are on Vista,

a. please process the list of requirements first, then select “Done”

b. You can even “Print Instructions” (as above) of what you need to do on Vista and the changes will actually make your PC run faster.

5. When you are connected to Remote Assistance there will be an application open on your desktop:

6. If the connection is received by SoEasy’s support staff, the connection will be made and they will either:

a. Open a Note pad and start a conversation

b. Give you a call on the phone

7. This is an encrypted connection via a Secure Access Server.

Common Issues

Remote Assistance won’t connect

1. Did you book a service?

2. Do you have connection to the Internet?

3. Do you have a third part firewall running such as ZoneAlarm?

The support technician may also have some suggestions to follow.

I Get a Clock Appear

The stopwatch icon will appear if a file’s records, or a record you are trying to edit, is already locked by someone else.

The system automatically tries to re-lock the record 10 times, with a 1 second pause between attempts. If it fails it will present a dialog asking if you would like to try to save again.

It is not common to have such an icon appear but if it should, wait for a minute and try again. If still no luck see if everyone is logged off SoEasy. Refer to the subject, “A File is Open” for more information on finding out who has locked a particular file.

Modifications

We receive many requests for modifications to suit a particular industry or circumstance.

In all cases, support cannot provide the answer to a modification request. Such a request must be processed through the Modification Request form which is delivered directly to the development department.

You will also need to be on, or join, a Support Contract as the modification service is only available to support contract clients.

To apply for a modification:

1. Go to “The Front Company Menu”

2. Select “Get Support”

3. Select “Request a Modification”

4. You will be connected to the SoEasy Modification Request Form on the Internet

5. Read through the Terms and Conditions

6. Complete your request

Moving My SoEasy Program to a New PC

Please note that if you have any difficulty in transferring SoEasy to a new PC or you would prefer that a qualified technician performed the transfer for you, please book a service by:

1. Open SoEasy to “The Front Company Menu”

2. Select “Get Support”

3. Select “Apply for a Service”

Note: In the following instruction, use a USB memory stick to copy the data too, it is much easier.

Single User Transfer

1. Copy the entire SOEASY directory, and paste it to the new PC.

2. Then create an icon at the desktop with the path of 'C:\SOEASY\PROGRAM\SBRTS.EXE'

3. On the new installation, open SoEasy to “The Front Company Menu” and set up the printers.

4. Test that you have copied the data correctly by opening SoEasy to:
“Platform – Debtors – Invoices” and checking that the last invoice number is the same as the one on the original PC

5. To install the trial PDF Driver see one of the other FAQs in this section

6. Reorganise the files by going to:

a. The Front Company Menu

b. Maintenance

c. Reorganise Files

NOTE: Once the new installation is tested don't forget to delete the old SOEASY directory and defrag the computer to remove the old data completely.

Selling Your Business

Software Licensing by most, if not all, software manufactures is a licence for the registered user to operate the software. It is only transferable to a new business owner on specific conditions.

The normal scenario is that when you sell your business, your management system is transferred to the new owner which in effect means that they now own the software licence and you have to delete the original software from your system and can no longer use it.

This presents a few problems and this page will help you plan the transfer and resolve the issues.

Selling the Software to the new owners

SoEasy is licensed to your company and if you are selling it as part of an asset to the new company there is a re-registration fee for the new owner of $25.00 + gst.

The transfer process will require you to provide the new company owners with the program, disks, and manuals.

As the new owners now own the licence you would need to remove the SoEasy software from all your systems. This presents a problem because you may have a need to keep your software active for reasons such as:

1. Maintaining records in accordance with the IRD's requirements

2. Processing Debtors who have not yet paid you

3. Resolving your Creditors

4. Providing End Of Year reports to your accountant

You would have to perform these tasks manually without SoEasy on your computer.

The best option is for you to include a full package price of the software you use in the sale price of your business and then purchase the software for the new company. Otherwise you are left without your accounting system, history or means to finalise your accounts.

Data

There is also the need to identify which data you want the new owners to have.

In many cases people get the SoEasy support department to Remotely Connect to the PC and remove specific pieces of data such as Cash Book archives, Debtors Ledger, Creditors Ledger; but leave the products, clients, and past invoice history.

This is performed on an hourly basis and usually takes approximately 1 hour to complete. You may also have other requests which we can also perform in the session such as testing data and assistance to finalise ledgers.

Training

Many sales of businesses totally ignore the need to train the new owners on how to use the system. It is very common for the sale to complete and for our support department to suddenly get enquiries from the new owners who feel 'left in the dark'.

We provide a Training Transition Service where we can train the new owners on how to use the system. It is also important to note that the new owners usually feel it is the original owner’s responsibility to pay for the training. This should be discussed pre-sale and form part of your sale agreement where you include the price of training in the sale price.

Our Training Transition Service includes:

1. Up to 10 hours of training over the Internet

2. Manuals

3. Video Tutorials

4. Support

To make a clean transition from your old business responsibilities you should encourage the new owners to take a support contract.

Conclusion

When you are selling your business you have many things on your mind and it is quite common for people to be so busy that they forget to consider how important the transfer of the business’s management systems is. It is only after the sale, and the new owners have taking over, that conditions of the software licencing agreement are reviewed and the costs involved are considered.

Our recommendation is to:

1. Purchase a new package of SoEasy from the new owners

2. Book a Service with Support to clean out data you do not wish the new owners to have

3. Set up a training program for them

4. Establish a support contract so that the new owners have on-going support

5. Include in your sale and purchase contract a statement such as:

a. A new SoEasy Accounting package, as per the one we currently use, will be purchased for you and relevant company data will be transferred.

b. You will then be placed on an Internet Training Transition Program where you will be taught the system by a Certified SoEasy Accounting Distributor.

c. We recommend that you join a support contract with SoEasyAccounting.com Ltd for on-going support.

Selling your business can be a time of closure for you and by following our recommendations you will achieve a faster release of responsibilities to the new owner, plus be able to conclude your own accounts. If you should ever start a new business you will also still own a licence and can activate your new business easier.

Adding a New Workstation

For all Installation questions please go to http://learn.soeasyaccounting.com/ and select the “Install/Set up” option.

Server Workstation Connection

Networking SoEasy is a very simple process.

For full installation instructions please go to the web site http://learn.soeasyaccounting.com/

For network users of SoEasy it is a good idea to have a basic understanding of what each part of the process is for setting up a network:

On the Server

1. It is very important that SoEasy be installed when you are logged on to the PC as an “ADMINISTRATOR”. If you do not you will have file sharing issues and they may be difficult to eliminate

2. The network version of SoEasy must be installed as a server installation

3. Open SoEasy to Platform which will build the file structure and files

4. Close SoEasy

5. Share the directory of SOEASY and make sure all users have full read and write access

6. Two files called “superbas.ini” and “sb30.ini” have an entry in them = “sblocal=none” that tells Windows that SOEASY’s files are sharable.
To check the entry select “START – Run” and enter the file names (one at a time). The files should open and you can check the sblocal=none entry exists

On the Workstation

1. Before installation make sure you log on to the PC as the ADMINISTRATOR

2. Map the network drive that was shared on the server as SOEASY. Map it as the S drive and make sure to select “reconnect at login”

3. Install the network version of SoEasy and during installation select it as a Workstation Installation

4. Open SoEasy and go to Platform

5. Close SoEasy

Basically that’s it. SoEasy manages it’s self. It’s important to realise all other aspects of the network stability and speed are down to the actual network set up of your PCs and hardware.

We have a manual called the “PC Setup Manual” that can help you improve your PC performance.

File Share Issue

Should you experience a file sharing issue the most common reasons are:

1: ADMINISTRATOR

If you do not install a network program, any network program, when you are logged on to the PCs as the ADMINISTRATOR with Administrative Privileges, the files that are installed may not get the full sharing capabilities of the Microsoft platform. This can cause unusual issues.

Solution:

Log on to the server as the Administrator and re-install SoEasy

Perform all of the other installation instructions

2: PROPERTIES

The SOEASY directory must be shared on the servere

Solution

Please note: These instructions are for Windows XP. See next section for other share dialogs

1. On the server, open your “Windows Explorer” and locate your SOEASY directory (Arrow 1)

2. Right click your mouse on the SOEASY directory and choose “Properties” (Arrow 2)

3. On the SOEASY Properties dialog, deselect “Read-only” and select Apply

4. You will be asked to confirm the attributes changes. Make sure to select “Apply change to this folder, subfolder and files”

5. When the read only deselecting process is complete it may still state that it is “Read-only”. This is ok as long as we have run the process

6. Select the Tab “Sharing” (Arrow 5)

7. Make sure that

a. “Share this folder on the network” (Arrow 6)

b. “Allow network users to change my files” (Arrow 7)

are selected and “Apply”

3: SIMPLE FILE SHAREING

Can’t find the server SOEASY directory on a workstation

Solution

1. My Computer – Tools – Folder Options

2. View Tab

3. Set on – Use Simple File Sharing

This completes the file sharing process.

Other Operating System Shares

Depending on your operating system there could be different settings required:

Make sure “Everyone” has “Full Control, Change and Read” permissions.

SBLOCAL

Although Microsoft Operating systems have the functionality of sharing files, their default setting is set to “don’t share files” and we have to tell the system to allow sharing of SoEasy’s files.

This is achieved by an entry in one or two ini files that are created when you OPEN SoEasy.

The files are called superbas.ini and sb30.ini and the entry required is “sblocal=none”

To check the files don’t forget, SoEasy must have been opened at least once for the files to be created properly.

1. Perform a windows search and search for:

i. superbas.ini, sb30.ini

ii. You can add both file names into the windows search box as long as you put a comma between the two files exactly as show above

2. Double click on each file and check that “sblocal=none” is entered somewhere in the list

3. If not add the entry and save the file

4. This setting should be checked on all PCs and the Server

Corrupted Data

It is very unusual that we will ever have corrupted data.

If it happens the main reason is a hardware failure.

In all cases it is important to contact support and get them to assist you.

The “PC Set up Manual” has many ideas on how to improve your PC set up and should be referred to.

How to Test the Speed of SoEasy

SoEasy has a convenient speed test displayed when you go into Platform.

The time it takes to go from Cash Book to Platform is an indication of how fast the current PC is working with SoEasy.

There are many things that will influence this speed test such as:

1. Have you just download an update? If so the speed test should be done again by going to Cash Book and re-selecting Platform

2. Is you Antivirus updating or doing a scan of the system?

3. Are any other updates happening on the system?

4. Are you on a workstation?

5. Are you on a workstation that is connected to the server via a wireless connection?

If the Time Taken is greater than 8 seconds you should have your computer system tested.

Slow times will be frustrating and potentially cause data loss.

To improve the speed of SoEasy, please refer to the “PC Set Up Manual”

You can also “Book a Service” with one of our IT technicians who can review your set up and help you improve the speed.

Computer Speed

Refer to the “PC Set Up Manual”

Testing Data

SoEasy has many different test procedures that enable you to test data. These procedures are provided to ensure that users can check that their data is 100% correct.

Please refer to the manual “Testing Data” for more information.

How Can I get Training?

It is a fact that most support questions could be eliminated with targeted training.

The SoEasy program comes with manuals that provide the basic information on how to use the program but in many cases, the basic manual will not necessarily teach a user how to use the software to its full potential. This would be the same as considering that your doctor could have learnt their skills by just reading a book.

As a step up from the basic manuals there is a comprehensive self help training program that can be purchased to increase user confidence and knowledge. This training program is a fully certified training course where the user completes a series of block courses over a period of time.

The courses follow this process:

Each day, for 30 days, the trainee sets aside 30-60 minutes to complete a block course where they:

1. Read through a short, A4 sized manual that has step-by step instructions and lots of screen shots on a particular subject.

2. They can then watch a video tutorial on the subject that repeats what they just read so that the knowledge is firmly absorbed.

3. The user then logs on to our training web page and completes a questionnaire on the subject. The user’s answers are marked and then informed of any areas of training they should review.

4. When the user passes the course, they receive a Certificate of Achievement and can move on to the next block course.

This training program helps users improve their confidence and efficiencies and also helps identify features of SoEasy that could be beneficial to the businesses overall performance.

It is important to realise that most users only have a fundamental knowledge of how to use most programs. For example if you use Microsoft Word, the chances are you only know how to use the basics such as create a letter, print it and save it and yet there are literally 100’s of other features available that would be beneficial to learn. In accounting and administration software it is vitally important to know how to use all of the features of the program if you are going to be able to use it proficiently. It is not enough to just understand the fundamentals because on a daily basis, if you are to develop your business, you need to be able to evolve your procedures to maximise profitability.

The first step to improving your knowledge of SoEasy is to invest in the Certified Training Program.

For more information please contact sales@soeasy.co.nz

Certified Consultants

Training course outcomes can be improved by engaging the services of a SoEasy Certified Consultant. Certified Consultants can review the user’s training progress and provide personal assistance to improve training. They can also use their knowledge of SoEasy and business practices to assist you to improve your businesses use of SoEasy and the overall performance of your business operations.

What services do you provide?

It is important to recognise that there are different levels of support based upon which package you purchase.

a. Basic package If you simply purchase the program you have access to several manuals that you can read through that will help you set up.
This package includes:

i. Installation Disk

ii. Installation manual

iii. Cash Book Set up manual

iv. Platform Set up manual

v. Access to some web based video tutorials showing you the basics

vi. Access to the web based help notes

b. Training package The Training Package is a far more comprehensive, self help, business training program that takes you step-by-step through the set up process. It also teaches you how to use SoEasy and includes concepts to help you maximise the usage of the program.
This package includes:

i. Installation Disk

ii. Video tutorial disk

iii. 30 manuals covering a wide range of topics

iv. Access to the full Certification Program where you are tested on your knowledge and receive certificates of achievement

v. Access to the web based help notes

c. Supported Training Package
The Supported Training Package is where you receive all the components in the Training Package but you are also assigned a Certified Consultant who can help you set up the system, guide you through training, and be available to answer questions whilst you go through the set up and training phase. They also review your training and mark your results.
This is a very personalised service.

d. Supported Training and Development Package
This package is reserved for customers who will require development of SoEasy to achieve their desired Infrastructure.

They still require training and a set up service to the highest degree but also require the services of a software developer.
This package includes:

i. Development of a Infrastructure Plan and Analysis of system needs

ii. The full Supported Training Package to help you set up and learn the systems.

iii. On site programming service.

Developing profitable efficient infrastructure is an on going process in business and our packages are tailored to provide you with the best options available.

The advanced services we provide are similar to employing a part time, highly qualified business consultant who can provide on going knowledge and support to help you build your business processes. They can also provide access to engineers who can modify the system to help you save time and improve profitability.