Knowledge Blogs

💡These articles explain how to get more from BOS Enterprise, from Copy Rules, budgets and approvals to inventory, pricing, timekeeping and the mobile app.

Articles#

• Are Your Copy Rules Still Working for You?: Sets out what Copy Rules control, what BOS Enterprise checks before copying a transaction and the key settings worth reviewing regularly.
• Better Financial Control Starts with the Right Transaction Types: Describes how separate Transaction Types for receipt methods, supplier payments and owner-paid expenses give you cleaner reconciliations and audit trails.
• Checklists and Approvals: Keep Every Transaction on Track: Describes how to customise checklists per Transaction Type, control the approval order and approve through statuses, email or the Approvals module.
• Get More Value from the Customer Age Analysis and Service Tickets: Describes underused Customer Age Analysis features: the Unallocated column, work in process, overdue follow-up, payments, batch updates and customer summary.
• Make BOS Enterprise work smarter for your team: Describes the Main Menu, footer and Tile Menu and how Menu Groups and Menu Templates give each user a menu suited to their role.
• Make the Most of My Organisation: Describes how staff details, entities, the organigram, shifts, output details and notifications in My Organisation support the rest of the system.
• Plan Smarter: How to Build and Use Budgets in BOS Enterprise: Shows how to start a budget from past results, adjust it for inflation, activate it and compare budgeted figures with actual results.
• Run Your Business from the Floor, the Road or the Site: BOS Enterprise Mobile App Features You’ll Actually Use: Describes the mobile app features for approvals, deliveries, inventory, production planning, Service Manager and timekeeping, and the settings that control access.
• Stop Repeat Quality Issues: How NCRs in BOS Enterprise Turn Problems into Process Improvements: Describes when to raise a Non-Conformance Report, what a good one contains, common use cases and what you can track to prevent repeat issues.
• Take Control of your Inventory with BOS Enterprise: Describes how stock movements, the Replenishment and Over / Under reports and stock checks help you keep accurate stock and buy at the right time.
• Timekeeping in BOS Enterprise: Describes how timekeeping across production, deliveries, Service Tickets, sales and contractor invoicing shows where time and cost go.
• Turn Everyday Emails into Powerful Client Communication with BOS Enterprise: Describes how Contact Groups, SQL filters, branded Email Templates and bulk emails help you send polished messages to the right clients.
• Turn Everyday Work into Trackable, Reliable Processes with the Service Manager: Describes how to use Service Tickets, numbered responses and Project Templates to standardise repeatable tasks and capture improvement ideas.
• Understanding Financial Statements: Turning Financial Data into Business Intelligence: Describes how the financial dashboard, Statement of Financial Position, Statement of Profit or Loss and Trial Balance help you read your business performance.
• Understanding Prices in BOS Enterprise: A Simple Guide: Compares supplier, cost, inventory and selling prices and describes how Price Lists and customer markups apply prices to transactions.
• Unlock Ticket Profitability in BOS Enterprise Service Manager: Describes how to set up and use Profit and Loss per Service Ticket by linking costs and income so you can protect your margins.