You may already know that we developed a new way to get started in Exact Online. Marco Kastrop wrote about it in his February post Get set, Ready…GO!. He explained there how we learned from the logistic pilot customers that we needed to improve the ‘Getting Started’-process. And we did!
You can access the new subscription Getting Started in both the Panel menu and the new Tab menu, but because I’m only going to show you how to access the Getting Started in the Tab menu, I’ll first explain how to switch to the new Exact Online menu style.
- Click the User settings link in the bottom-left of your screen.
- Change the Menu style option from Panel to Tab menu.
- Click Save to save the change you’ve made.
* You can easily switch back. In the new style click the General tab and click User setting. It’s in the bottom-right of the General tab.
When you change to the new menu style you can open the subscription Getting Started by clicking Sales tab > Getting Started > Subscriptions (bottom-left).
Congratulations! You’ve made it to the Subscription Getting Started -our new starting point to learn about the subscription functionality, set-up the system and even use the functionality on a daily basis, if you want.
There is a process flow visible that explains the way subscriptions works. Clicking an icon in the flow will guide you to that specific process in Exact Online. Clicking the Invoice generation icon – for example – will open the invoice generation page. Clicking the Invoice process icon will open a more specific Getting Started page where the invoice process is explained.
Furthermore, you have links on the right of the screen to the Customers cockpit and help files. Typing a question in the search box brings you answers from the range of available help documents.
In the top-left of the screen is the link Make this my startpage. If you click this link, this page will open when you start Exact Online. You can change the startpage (or homepage) again in the User settings.
Of course, it is still possible to use the subscription menu to access all the subscriptions functionality. Simply click Sales tab > Subscriptions > Show all.
I hope that with this guided start, you will enjoy a great new experience working with subscriptions!