Getting Ready to Go Live with OneSource

1	* Quick Start Guide for Accounts Payable ( AP ) Personnel High Level Basics Logging into OneSource: Double click the Green OneSource icon on your PC. Then enter your user name and password. Getting HELP with OneSource: Visit www.onesourcesoftware.com/help Or click the Help button on almost every screen in OneSource.…
2	* Quick Start Guide for Accounts Receivable ( AR ) Personnel High Level Basics Logging into OneSource: Double click the Green OneSource icon on your PC. Then enter your user name and password. Getting HELP with OneSource: Visit www.onesourcesoftware.com/help Or click the Help button on almost every screen in OneSource.…
3	* Quick Start Guide for Sales Reps (Auto Body Parts Supply) High Level Basics Logging into OneSource: Double click the Green OneSource icon on your PC desktop. Then enter your user name and password. Getting HELP with OneSource: Visit www.onesourcesoftware.com/help Or click the Help button on almost every screen in…
4	* [INCOMPLETE] Quick Start Guide for Purchasing Personnel High Level Basics Logging into OneSource: Double click the Green OneSource icon on your PC desktop. Then enter your user name and password. Getting HELP with OneSource: Visit www.onesourcesoftware.com/help Or click the Help button on almost every screen in…
5	1 -- How to use Google Drive ( Google Docs ) How to open and sign IN to Google Drive ( Google Docs ) and Google Calendar Open your browser (preferably Google Chrome) Type: docs.google.com OR drive.google.com Signing in: If you are NOT already signed in you will immediately see a sign in screen. If you…
6	2 -- OneSource Software - System Requirements & Recommendations ( sysreqs ) SPECIAL NOTE: As hardware, server and PC operating systems, and MS Office are constantly changing, and since different companies have varying numbers of users and varying needs--we recommend using the specs below as a general 'rule of thumb'. Please contact…
7	3 -- Basic Server Preparation Steps Steps To Be Completed by Your System Administrator In order to open and run OneSource, running on a Windows 2008 or 2012 Server, with Terminal (Remote Desktop) Services, the following items need to be setup by your system administrator: Pre-Installation Notes:…
8	4 -- How to use the OneSource Knowledge Base ( kba system ) How to find the OneSource Knowledge Base Articles (KBA's) System If you are reading this you must have found the system, but maybe it was from a link to a particular article sent to you via email. The following is a list of ways to open the KBA system: Open…
9	5 -- How to use the OneSource Support System ( Resolve ) How to open the Support Request system Open a browser and enter this url in the address bar: www.onesourcesoftware.com/support How to create an Support Request account Open the Support Request system. Click on the Register button and follow the instructions.…
10	Data Conversion - Excel File Templates (Auto) You can click on any of the links below to download data conversion Microsoft Excel Template Files (that also include notes about each field/column): Preliminary (Helper) Files. (These files need to be downloaded and filed out FIRST as many of these values…

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