Hayley StephensonApr 8, 20201 min readLOADROLE Miscellaneous FunctionPlease find below a list of Formulas you can cut and paste onto your forms to help ensure that the hierarchy of contacts is observed:...
Hayley StephensonApr 8, 20201 min readGetting the right contact details on your paperworkGetting the right contact details on your customer facing paperwork, aid communication, builds relationships and hopefully speeds up...
Hayley StephensonApr 7, 20201 min readAre the correct people receiving your Sales InvoicesExchequer, Advanced, Roles, Contacts, Paperless,Specific Role, General Rold
Hayley StephensonMar 1, 20201 min readExchequer - Job Costing, OLE Save BudgetThis video takes you through the process of creating an OLE spreadsheet and saving it back into Exchequer. Using the example of analysis...
Hayley StephensonMar 1, 20201 min readExchequer OLE Add-In InstallationThis post details the Exchequer OLE Add-Ins to Microsoft Excel. This process must be done for all users individually who require access...
Hayley StephensonFeb 29, 20201 min readExchequer - Forms Designer Adding LogosSeparating our business from the crowd is important for all companies, and branding is simply one of tools we use to do that. Help to...
Hayley StephensonFeb 23, 20201 min readExchequer - OLE Save ButtonThis video explains why adding a simple button to your OLE Journal will reduce the risk of duplicating transactions in your accounts. It...