 |
Email FTP site to download MSDE |
|
Email initial instructions to install software |
 |
| System Manager |
|
Installation of Equitrac Office/components |
|
Email initial instructions to install software |
|
Review of general configuration |
|
Creation of charging schedules (up to 5) |
|
Conversion of printers (up to 10) |
|
Client Billing general configurations |
|
| Account Manager |
|
Importing of users from a domain |
|
Importing of billing codes from a CSV file |
|
Review of general configuration |
|
Creation of departments for charge backs |
|
Configuring scheduled events (up to 2) |
|
| Report Manager |
|
Training on reports |
|
Explanation of printing analysis report |
|
| Explanation of Tools folder |
|
How to modify accounts using the EQcmd.exe tool |
|
How to set up Diagnostics logs |
|
| Remote Management |
|
Installation and training of Remote Management on workstations (up to 2) |
|
Training of users on remote management |
|
| Professional Client Billing |
|
Configuration of new pop-up styles (up to 5) |
|
Importing of validation tables |
|
Installation of pop-up on workstations (up to 5) |
|
| Client Billing Workstation Tools |
|
Installations of pop-up on workstations (up to 5) |
|
Configuration of Job Cost Preview |
uitrac Express Document Management Solutions from X-Central and Equitrac
