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  • Self Help Portal

Mid-Office Self Help

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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

 Clinic Reminders - Click Here to Opt in


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.

SIGN UP

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.

SIGN UP

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.

SIGN UP

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.

SIGN UP

 

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Video's

Step 1. Click on the links below to the instructional videos

Step 2. Enter your password. If you do not have a password please request one from This email address is being protected from spambots. You need JavaScript enabled to view it. or call 0800 008 6262 / +44 (0)1256 845000 and choose Option 4

The Grids

The Grids - Setting the Grids

The Grids - Setting the Grids

The Grids - Setting The Grids
How to conigure and set the grids within Mid-Office.
Duration: 01:35

Watch


The Grids - Saving Layouts

The Grids - Saving Layouts

The Grids - Saving Layouts
How to save your personalised grid layouts in Mid-Office.
Duration: 01:00

Watch


The Grids - Navigating The Grids

The Grids - Navigating The Grids

The Grids - Navigating The Grids
How to browse and navigate the grids.
Duration: 02:10

Watch


The Grids - Filtering Records

The Grids - Filtering Records

The Grids - Filtering Records
How to filter records in Mid-Office
Duration: 02:32

Watch


The Grids - Export and Print

The Grids - Export and Print

The Grids - Export and Print
How to print and export grids to Excel.
Duration: 01:01

Watch


 

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Quick Reference Guides

Guides

This email address is being protected from spambots. You need JavaScript enabled to view it. to request the password
for the Guides

 

 

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Clinic Recordings

This email address is being protected from spambots. You need JavaScript enabled to view it. to request link and password to all clinic recordings

Invoice Template Configuration

Your invoice can be seen as a reflection of your agency therefore look and content must be both accurate and professional 

webinars

Corrections Clinic

Have you ever needed to quickly correct a timesheet or invoice? Let Mid Office do the corrections for you!

webinars

Top Tips including faster timesheet processing speeds

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.

 

webinars