Mid-Office Self Help
Upcoming FREE Training Clinics
Clinics run every month on diferent aspects of using Mid Office, below is a list of upcoming clinic topics with links to sign up. Once you are signed up you will receive joining instructions and will receive the password prior to it starting
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Effective Invoice Management - Friday 22nd June 15.00 to 15.30
Ever wanted to know how to adapt your invoicing process to meet your customer’s individual or unique needs?
This session will show you how to configure your invoice templates/ content, how to consolidate invoices, amend invoice contact details including refreshing linked data, and how to add timesheets to the invoice.
Mid Office Reports - Friday 27th July 15.00 to 15.30
This clinic will show how the numerous reports Mid Office generates can help drive your company forward by evaluating historical and current financials at the click of a button.
Including margin, umbrella and timesheets reports, Mid Office offers you purchase and sales daybooks that can be exported to Excel allowing you the flexibility to crop and display the exact data you require.
Timesheet and Invoice Corrections - Friday 31st August 15.00 to 15.30
Have you ever needed to quickly correct a timesheet or invoice? Let Mid Office do the corrections for you!
This clinic will provide a step by step introduction to the very simple and quick Mid Office processes of pushing back (un)confirmed and exported invoices effectively as well as creating part/ full credit notes, credits and re-invoices, and auto-adjustments.
Top Tips - Friday 28th September 15.00 to 15.30
This clinic is well worth the visit for the more experienced Mid Office user.
Designed to speed up your current process, you will be shown advanced timesheet entry, how to successfully manage your grids and data as well as a complete overview of how Intelligent Entry can streamline placement data between Mid Office and VDQ.
Quick Reference Guides