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Getting Started with Desktop Chronicle
- TRAINING Lesson #1 - How Training Works
- VIDEO Chronicle Overview (3:36)
Working with Chronicle
Chronicle Tips
Release Notes

Contacts

Getting Started with Contacts
Working with Contacts
Person File Components
Organization File Components
- Tabs in the Organization File

Jobs

Getting Started with Jobs
Job File Components
Working with Jobs
Working with Documents and Images
Working with Equipment/Inventory

Email...

Getting Started with Journal/Email
Working with Journals/Emails

Scheduler

Getting Started with Schedules
- VIDEO Scheduler Overview (15:32)
Working with Schedules

Reports

Getting Started with Reports
- Incorrect Name on a Job File
- Reports Tab
Working with Collections
Working with Financials
Monitoring Financials.
- Missing Class Finder
Billing
Working with Labor
Working with Marketing
Working with Other Reports
- VIDEO Equipment & Inventory Tracking (31:06)
- Purchase Order Manager
Working with Production Reports
Working with User Defined Reports
- Saved Reports
- VIDEO Saved Reports (6:05)

Customize

General Setup
Management Oversight.
- Using Audit Logs
Setting up and Troubleshooting Email.
Customizing Folders.
- Creating Folders
Main System Setup (MSS)
- Overview of MSS
MSS > Categories Tab
MSS > Departments Tab > Document Subtab
MSS> Departments> Cost Projections
- Basic Job Cost Settings
MSS > Departments Tab > QuickBooks Subtab
- Pulling Labor from QuickBooks
MSS > Email & Fax Tab
MSS > Equipment Tab
- Manually Add, Edit, or Delete Equipment
MSS > InfoPanel Tab
- InfoPanel Customization
MSS > Job Tab
- Job Setup
- Job Role Setup
MSS > Labor/Budget Tab
- Production Department Labor Settings
MSS > Purchase Order Tab
- Purchase Order Settings
MSS > Program Links Tab
- Settings - Program Links
- Setup Text Messaging - Twilio instructions
MSS > Security Tab
MSS > Surveys Tab
- Surveys
- Changing Surveys

Integrations

QuickBooks Desktop
QuickBooks Online (QBO)
- Assigning Classes in QuickBooks Online
Right Signature
Logikos Equipment Tracking
- Linking Logikos with Chronicle
- How to use with Chronicle
Microsoft 365
- Adding Microsoft 365 Email Accounts in the UWP App - For Tenant Admin
- Adding Microsoft 365 Email Accounts in the UWP App - For Users

Using Win10

7 Screens of Win10
- Home Screen in Win10
QBO Financials

Mobile App

General Information
- Adding photos for iOS and Android
- Getting Started

Home / Reports / Working with Financials

Reports

VIDEO Bonus Manager: Step by Step (29:11)

Section: Working with Financials | Last updated: 11/23/2021 18:21:28

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