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Quick Start

Category: Project Management

This quick start covers the essentials: create your first project, break it into milestones, add tasks, and track everything to completion from the dashboard. Once you are comfortable with these steps...

Database Export

Category: Exports

You can download a copy of your database by going to Tools -> System -> Storage Info -> Download Database. If you are running NolaPro on your own Windows machine, and you'd like to restore yo...

Sign Up

Category: Hosted NolaPro

To learn more about NolaPro Cloud Hosting and to sign up visit NolaPro.com. 

Import GL Beginning Balances

Category: Imports

You can import General Ledger balances by going to Tools -> Import -> Import GL Totals. Create a CSV file with the balances laid out in the specified column format, then locate your file and cli...

List of Logged In Users

Category: Tools

If you'd like to see when users have logged in or out, go to Tools -> System -> User Activity Monitor. This report will show the different actions users have taken within the system including lo...

Inventory Cost for Orders

Category: Inventory

1) If there isn't a cost assigned in inventory for an item, the system will use the one manually entered for the order. 2) If an inventory item has a cost assigned, then the cost for the item at the t...

Item Page Customizer

Category: Admin

The Item Page Customizer tailors the New Item and Edit Item screens to the way your company works: hide the fields nobody uses and make the fields your staff must always fill in required. Each company...

Customer Page Customizer

Category: Admin

The Customer Page Customizer tailors the New Customer and Edit Customer screens to the way your company works: hide the fields nobody uses, make the fields your staff must always fill in required, and...

Internal Messaging: Messages, Message Graphics, Categories and Who Has Seen

Category: Admin

Internal Messaging lets you post announcements to everyone who uses NolaPro, or send a message to specific NolaPro users, from inside NolaPro. A message appears to each recipient in a Message For You ...

IP Access Manager

Category: Tools

The IP Access Manager limits where people can log in to NolaPro from. When IP filtering is on, a login is only accepted from the IP addresses (or address ranges) you list, either for everyone or for i...

Note Categories and Links (Admin, System)

Category: Admin

Two small setup lists under Admin, System help you organize day-to-day work: Note Categories classify the notes you attach to customers, orders, invoices, vendors, bills, employees and other records, ...

GL Budgets and Budget Variance

Category: Ledger

A General Ledger budget is a month-by-month plan for each income and expense account over one fiscal year. NolaPro keeps as many budgets as you like (for example an original plan and a mid-year revisi...