Gray Step Software Support

The Bulk Mailer tool gives you the ability to send out emails to selected groups quickly and easily.   1.      Select Tools/Bulk Mailer 2.      Select wh...

1.      Select Tools/Bank Reconciliation 2.      Use the Drop down box to select the bank you wish to Reconcile. 3.      Select the bank statement end dat...

1.      Follow Steps 1-6 above 2.      Next to “Print Item List” select the report format you wish to print the list in and select “Generate”

1.      Tools/Bank Recon History 2.      Expand the bank account history by clicking on the plus sign to the left 3.      To view the Bank Rec summary, cl...

Step 1: Prepare Your Spreadsheet 1. Download the Template Log in to your PTAEZ account. Navigate to Tools → Import Members. Download the official Me...

Sales Limiters can be applied to items that can limit the quantity a purchaser can buy at one time. To use limiters, you cannot have the “Identify Purchaser...

      Changing Quantity on Hand and Processing Reserved Orders: You can manually change your quantity on hand and Process Open Webstore Orders from ...

  Adding Individuals  

To give a user access, click the person icon on the right side of their name. This allows you to assign roles and grant access to specific accounts for view...