PTAEZ Help Topics

PTAEZ Help articles

Bulk mailer
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...
Fri, Mar 27, 2020 at 10:56 AM
Bank reconciliation
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...
Fri, Mar 27, 2020 at 11:40 AM
Print a list of uncleared transactions
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”
Fri, Mar 27, 2020 at 11:47 AM
Bank reconciliation summary
Fri, Mar 27, 2020 at 11:48 AM
Bank recon history
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...
Fri, Mar 27, 2020 at 11:49 AM
Member import
1.      First, you must create an excel spreadsheet with the information that you want attached to each member you plan to import. Note: A template can be d...
Fri, Mar 27, 2020 at 11:50 AM
Items
  Select the "Items" tab 2.      Select "Add Item" 3.      Select the new item type 4.      Complete the required fields under the &q...
Fri, Mar 27, 2020 at 1:21 PM
Limiters
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...
Fri, Mar 27, 2020 at 1:22 PM
Inventory
      Changing Quantity on Hand and Processing Reserved Orders: You can manually change your quantity on hand and Process Open Webstore Orders from ...
Fri, Mar 27, 2020 at 1:23 PM
Individuals (PTEZ)
  Adding Individuals  
Tue, Nov 17, 2020 at 9:31 AM