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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...

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...

Sign Up

Category: Hosted NolaPro

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

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...

How to Pay a Vendor Bill with a Company Credit Card

Category: Expenses

When a company credit card is used to pay a vendor bill that is already entered in NolaPro, record the payment in Write Checks with Pay How set to Credit Card, using a bank account set up for that car...

Sales Analysis Report

Category: Income

The Sales Analysis report totals your invoiced sales and ranks them, so you can answer questions like "who are my top ten customers this year", "which items sell the most", "which product categories c...

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...