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Working with Wizard
Author: Susan Lai Reference Number: AA-01014 Views: 2675 Created: 2014-05-11 17:05 Last Updated: 2014-05-11 17:05 0 Rating/ Voters

Scenario:

Wizard is a step by step guide provided to user when setting up new company. It is easy and efficient; ensuring all key information for starting a new company is in place.

Note: Wizard only works during new company setup and is applicable for all UBS products, namely UBS Accounting, UBS Inventory & Billing and UBS Payroll.


Solution:

I. UBS ACCOUNTING

Step 1: Go to “Select Company” screen and click Add to create a new data folder for the new company.

Step 2: Click Save to have the new company and data directory registered in the system.

Step 3: Click to highlight the new company you have just created and then click Select button to open the new company.

The following screen will be prompted.

Step 4: Click OK to start generate data files for the selected company.

Step 5: Click Yes to confirm the process.

Step 6: Click OK after the generate data files process is completed.

Step 7: Sign in to UBS Accounting.

When system detected that it is a new company you are signing in, the setup wizard screen will be prompted.

Step 8: The information displayed on the Maintain Company Details screen is the default setting in the system. User will be required to change it accordingly to reflect the correct company’s details.

Step 9: Click on the Next button to continue with the next step of the setup.

Step 10: Define the accounting dates and periods accordingly for the company you are setting up.

Step 11: Click on the Next button to continue with the next step of the setup.

Step 12: Select to adopt sample chart of accounts provided by the system or manually create them after exiting from the setup wizard.

Step 13: Click on the Next button to continue with the next step of the setup.


Note: If option “To start with one of the chart of accounts provided by UBS Accounting” is selected, the following screen will be prompted.

Step 14: Click on  icon at the Type of Business field to display a list of different industry types. There are a total of 8 different industry types for
your selection.

Step 15: After selecting the relevant industry type, click Accept button for the system to process the chart of accounts setup.

The following screen will be prompted once the chart of accounts setup is completed.

Step 16: Click OK to close the chart of accounts setup.

Step 17: Click Done to close the Setup Wizard.

The following screen will be prompted, ready for user to start using the accounting system.

*** End of Setup Wizard for UBS Accounting ***


II. UBS INVENTORY AND BILLING

Step 1: Go to “Select Company” screen and click Add to create a new data folder for the new company.

Step 2: Click Save to have the new company and data directory registered in the system.

Step 3: Click to highlight the new company you have just created and then click Select button to open the new company.

The following screen will be prompted.

Step 4: Click OK to start generate data files for the selected company.

Step 5: Click Yes to confirm the process.

Step 6: Click OK after the generate data files process is completed.

Step 7: Sign in to UBS Inventory & Billing.

When system detected that it is a new company you are signing in, the setup wizard screen will be prompted.

Step 8: The information displayed on the Maintain Company Details screen is the default setting in the system. User will be required to change it accordingly to reflect the correct company’s details.

Step 9: Click on the Next button to continue with the next step of the setup.

Step 10: Define the settings on currency to be used in the system.

Step 11: Click on the Next button to continue with the next step of the setup.

Step 12: Define the accounting dates and periods accordingly for the company you are setting up.

Step 13: Click on the Next button to continue with the next step of the setup.

Step 14: Click Yes if you want to link UBS Inventory & Billing system to UBS Accounting system and then click on  icon to set the path to link the two systems.

Step 15: Click on the Next button to continue with the next step of the setup

Step 16: Define the general ledger accounts to the respective fields in the Sales and Purchases columns.

Step 17: Click on the Next button to continue with the next step of the setup.

Step 18: Continue to define the general ledger accounts to the respective fields for payments, accounts receivable and accounts payable.

Step 19: Click on the Next button to continue with the next step of the setup.

Step 20: Set the Document Reference number accordingly for both sales and purchases documents.

Step 21: Click on the Next button to continue with the next step of the setup.

Step 22: Define the Costing method for the inventory kept in the system.

Step 23: Click Accept for the system to register all the settings defined in the wizard.

The following screen will be prompted once the setup wizard for Inventory & Billing is completed.

Step 24: Click Done to close the Setup Wizard.

The following screen will be prompted, ready for user to start using the system.

*** End of Setup Wizard for UBS Inventory & Billing ***


III. UBS PAYROLL

Step 1: Go to “Select Company” screen and click Add to create a new data folder for the new company.

Step 2: Click Save to have the new company and data directory registered in the system.


Step 3: Click to highlight the new company you have just created and then click Select button to open the new company.

The following screen will be prompted.

Step 4: Click OK to start generate data files for the selected company.

Step 5: Click OK after the generate data files process is complete.

Step 6: Sign in to UBS Payroll.

When system detected that it is a new company you are signing in, the setup wizard screen will be prompted.

Step 7: Key in the company’s details.

Step 8: Click on the Next button to continue with the next step of the setup or Abort to exit from the Setup Wizard.

Step 9: Set the details for payroll on current month / year and reporting date.

Step 10: Click on the Next button to continue with the next step of the setup.

Step 11: Key in the Payroll Manager information.

Step 12: Click on the Accept button to register the settings into the system.

The following screen will be prompted when the setup wizard is completed.

Step 13: Click Done to close the Setup Wizard.

The following screen will be prompted, ready for user to start using the system.

*** End of Setup Wizard for UBS Payroll ***

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