jcurve start guide list

JCurve

Quick Start Guide

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JCurve

Quick Start Guide

Table of Contents

Home (Dashboard) ..................................................................................................................................... 2

Activities ...................................................................................................................................................... 3

Payments...................................................................................................................................................... 4

JCurve Payroll Admin ................................................................................................................................. 5

Transactions ................................................................................................................................................. 6

Lists ............................................................................................................................................................... 7

Reports ......................................................................................................................................................... 8

Documents ................................................................................................................................................... 9 File Cabinet ............................................................................................................................................................................................................ 9 Templates ............................................................................................................................................................................................................ 10

Setup .......................................................................................................................................................... 11 Bulk Import ......................................................................................................................................................................................................... 11 Manage Users/Roles ....................................................................................................................................................................................... 17

Support ...................................................................................................................................................... 19 Accessing the Online Help ........................................................................................................................................................................... 19 Accessing Training Videos ............................................................................................................................................................................ 20 Logging a Support Case ................................................................................................................................................................................ 21

This guide has been created as a quick start, to take you through some of the main areas of the system. Also provided is an extensive listing of help and how to articles in the JCurve Knowledge Base.

JCurve

Quick Start Guide


Home (Dashboard)

The dashboard is your main landing page when you log in to JCurve. Lets take a moment and look at a few of the

important features on your dashboard:

1. You can securely sign out of your account at any time, using the Sign Out link.

2. The global Search option can be used to search for any type of record whether its a product youve set

up, a customer record, a particular page within the system, etc.

3. The Personalise Dashboard option can be used to set up portlets (dashboard windows which give you

information).

4. The Recent Records option will provide you with a drop down list of the last dozen information records

you have look at. This is a helpful way of going back to, for example, the last customer record you viewed

or the last invoice you viewed.

5. The Favourites drop down is a handy list of any functions or pages you would like to use often, and would

like to have quick access to. You can add a favourite from any page youre currently on. For example, if

youre viewing your Chart of Accounts, simply hover over the Favourites drop down and select Add to

Shortcuts.

6. Your Create New buttons here give you quick access to creating common records, such as a Customer

record, an Invoice, a Task, etc. You can also hover over the arrows to the right, and select Personalise to

change these available options.

7. The Settings portlet is a quick way to access options like your preferences, changing your email or

password, or updating your security questions.

JCurve

Quick Start Guide


Activities

From the Activities tab, you can access options like tasks, events, phone calls and your calendar. You can choose

these options individually, or see everything in the one screen, using the Activities Overview option. If you select

the overview, here are some of the items youll see:

1. The quick view calendar highlights days which have calendar entries set up. You can also switch between

Day, Week and Month view, which will change the larger calendar portlet view (point 2 below).

2. The main calendar portlet shows you a detailed view of your calendar entries. You can also add entries to

your calendar directly from here, simply by clicking on the hyperlinked time slot.

3. Youll see a quick links portlet here to create or search your Events, Tasks, Phone Calls and Activities.

4. You will also have some quick add portlets, and youll see more of these as you scroll down this page.

JCurve

Quick Start Guide


Payments

Within the Payments drop down, you can set up your bank account details to enable you to process bulk payments

and ABA files for EFT uploads. After going through the initial Trial Wizard, you will be set up with default bank

details in this screen.

1. Go to the Payments drop down.

2. Go to the Setup option.

3. Select Bank Details.

4. The bank details you filled in during the Trial Wizard will appear here. Simply click Edit to go into the

record and add a valid Bank Company ID.

Note: To set up new bank details, just press the New button in the bottom right of this screen.

From within the bank details record:

1. Edit the Bank Company ID to your own value. Note: You may need to contact your bank for this reference

number.

2. Click the Save button.

JCurve

Quick Start Guide


JCurve Payroll Admin

Before using starting to use the payroll functionality, we recommend going through the Configuration Wizard to

ensure all required fields are set up.

1. Go to the JCurve Payroll Admin drop down.

2. Go to Payroll Setup.

3. Select Configuration Wizard.

4. You will be taken through the steps of setting up your payroll details, and can track your progress by the

highlighted steps on the left.

5. Click Next to progress to the next step, after completing all required information.

JCurve

Quick Start Guide


Transactions

Your Transactions drop down will provide access to anything that happens as a transaction, for example, entering

sales orders, invoices, customer credits, your bank records and inventory.

By selecting the Transactions Overview option from the drop down, you can see an overview in the Transaction

Links portlet. Just click the Expand All option in the top right of this portlet to see all links for each category.

JCurve

Quick Start Guide


Lists

By selecting the Lists Overview option from the drop down, all list options will be displayed in the main portlet.

You will see options beside each link to either create a new record, or search through the existing records. You can

also click on the hyperlinked option, e.g. Items to see a list view of all existing records.

The categories you will see here are:

1. Accounting this includes both your financial Chart of Accounts, as well as the products or items you

purchase and sell. New items can be set up from here.

2. Employees this is where you will manage employee records, including logins, assigning roles (this defines

the level of system access they have), payroll setup and employee personal details.

3. Relationships customers and supplier (ie, vendor) records can be created and searched using these

options.

4. Web Site if you are using the in-built website functionality of JCurve to create a standard website to your

customers, you can setup and choose which items are displayed on your site. Please note: for advanced

website customisation and functionality, you may like to enquire about JCurves E-Commerce Site Builder.

5. Search you can create new saved searches here, or click on the hyperlinked Saved Searches to see a list

of your existing Saved Searches.

6. Mass Update you can manage bulk updates to existing data using this feature, for records such as

customers, items, activities, etc. If you select the hyperlinked Mass Updates option, you will see a list of

mass update categories.

JCurve

Quick Start Guide


Reports

Using the Reports Overview option from the drop down, all list options will see two portlets:

1. Recent Reports this keeps a listing of all reports youve run recently. Just click on any of the hyperlinks to

go directly into that report.

2. Reports Links this gives you a full overview of all available reports, including custom reports youve

created (Save Reports), reports that youve scheduled to run (Scheduled Reports), Saved Searches which

youve created and all other standard reports, broken down into the different categories, e.g. Sales,

Purchasing, Inventory, Pipeline, etc.

You can click the hyperlinked report to go directly into it, or the Customise option to tailor the standard reports

more specifically to your business needs.

JCurve

Quick Start Guide


Documents

From the Documents drop down, you can manage the files within JCurves in-built file cabinet, or set up standard

templates which you can use to email out from JCurve, using your existing email.

File Cabinet

To access the file cabinet:

1. Go to the Documents drop down.

2. Go to Files.

3. Select File Cabinet.

4. You can navigate your folder listing here.

5. With a folder selected, click the Add File button to import a file into that folder.

6. To create new folders or sub-folders, click the New Folder button.

JCurve

Quick Start Guide


Templates

To set up a new email template:

1. Go to the Documents drop down.

2. Go to Templates.

3. Select Email Templates.

4. Enter a new name for your email template.

5. Enter an email subject line.

6. You can choose to import a HTML or text file to populate the outgoing email.

7. You can also choose to enter your email template text directly. The text editor provides formatting options

such as font, size, colour, etc.

8. If youre comfortable with HTML code, you can also switch to HTML mode to add your tags and code

further formatting options.

JCurve

Quick Start Guide


Setup

The Setup drop down contains some advanced options, and we recommend concentrating only on the next two

categories mentioned (Bulk Import and Users & Roles), until youre familiar with the system.

Bulk Import

Importing all your data can be time consuming, so weve set up templates and saved import mappings, to make

this as quick and easy as possible for you.

You can access these templates straight from our Knowledge Base article.

When viewing the import templates, there are a few things to keep in mind, as below.

1. Click the tab here for full instructions on how to use the import templates.

2. The first row will provide some information on the type of data that needs to be populated in point 4.

3. Some further specifics about the values needed or data restrictions, are listed here.

4. Enter the data you wish to import here, such as your customers company and contact details.

When youve finished, ensure you delete the first 3 x rows (keep everything from the yellow heading, down). Then

simply save the file (ensure youre still on the Data Import tab) as a CSV (MS-DOS) file type, and youre ready to

start importing.

JCurve

Quick Start Guide


Next, youll be able to access the pre-defined import mappings that weve also set up for you, as below.

1. Go to the Setup drop down.

2. Go to Import/Export.

3. Select Saved CSV Imports.

4. Click on the import description, corresponding to the import template file name youre using.

1. The Import Type and Record Type will be pre-populated for you, based on the type of import youve

chosen.

2. Click the Select button to choose your CSV upload file.

3. Click Next to continue.

JCurve

Quick Start Guide


1. If youre adding only new records, select Add here. If updating existing records only, select Update. The

Add or Update option will check whether the record exists and if so, overwrite it with the information on

your import. It will additionally add any new entries which wont exist.

2. Click the Next button to progress.

The Field Mappings screen allows you to match up the fields from your CSV, to the NetSuite record field to be

updated.

Your CSV fields can be dragged from the Your Fields column into the left side of the middle column. Likewise, the

NetSuite Fields can be dragged into the right side of the middle column.

This middle column defines the mapping that will happen. If using the template, all relevant fields will have been

mapped for you automatically. When finished, click the Next button to continue.

JCurve

Quick Start Guide


1. If using a standard JCurve import template, there is no need to rename the Import Map Name here. If

created from your own import, you may wish to specify a name here and select Save and Run, so you can

use this same mapping multiple times.

2. Click the triangle next to Save and Run for more options.

3. Click the Run option.

You will now see the confirmation page. Click the Import Job Status link to see the progress of your import.

JCurve

Quick Start Guide


You will then see the current status as below.

1. The percentage complete will reflect the current import progress.

2. Click the Refresh button to see the real time progress update.

Once your import progress is 100% complete, take notice of the following:

1. The Message column will show you how many of your records were imported successfully. If all have

been successful, this is the end of the process and you can now navigate away from this screen.

2. If some records have not imported successfully, click the CSV Response link to download a response file

with any error messages specified.

JCurve

Quick Start Guide


Errors in the CSV Response file will appear in the first column, titled Error.

From here, simply change the data in the cells on your original CSV import file, go back to Setup -> Import/Export -

> Saved CSV Imports and use your saved mapping to run the import again.

JCurve

Quick Start Guide


Manage Users/Roles

From the Settings drop down menu, you can manage user details, and also manage the roles which are allocated to

them.

Managing users allows you to view and change their details and also assign different roles to them.

To manage user details:


2. Go to Users/Roles.

3. Select Manage Users.

4. Click on the hyperlinked name of the user, listed in the Name column.

You will then be taken into the Employee page, which shows all details for the selected employee. There are some

important sub-tabs, as highlighted below, which need to be considered when setting up new employees. The sub-

tabs you complete will depend on whether the user has access to the system, are included in JCurve Payroll, etc.

JCurve

Quick Start Guide


The access which a user has to system functions is determined by the role they have. You may wish to provide a

user with multiple roles to allow for easier access of their core job functions, or restrict them to a particular system

functions only, by assigning only a specific role.

There are a number of standard roles already available in the system, for ease of use.

To manage role details:


2. Go to Users/Roles.

3. Select Manage Roles.

4. From the Manage Roles page, you can view all available roles and their details, or click the Customise

link next to an existing role, to make changes to it.

5. You can also create a brand new role and add all permissions manually, using the New button.

JCurve

Quick Start Guide


Support

Accessing the Online Help

1. Click on the Support tab.

2. Click on the Visit SuiteAnswers button.

1. Enter your keyword(s) into the search field.

2. Click the Search button.

3. Your search results will be displayed here, in order of relevance.

JCurve

Quick Start Guide


Accessing Training Videos

1. Click on the Training Videos link

2. Select any of the titles listed to go into that training video.

JCurve

Quick Start Guide


Logging a Support Case

Note: Any technical issues, e.g. where the system is not behaving as expected, can still be logged with NetSuite.

This is regardless of whether you have the additional NetSuite Support service.

NetSuite Support details:

Monday to Friday standard business days from 8:00am 7:00pm (Australian Eastern Time)

Enter cases on line via application

Support will answer how to questions by users

Request a call back if required for complex issues

Request feature enhancements

1. Click on the Contact Support Online button to begin raising a case.

JCurve

Quick Start Guide


Enter the details of your support request. This is immediately sent to a NetSuite representative who will respond to

your query within the SLA time.