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1 To enter a new dentist's profile into the program, choose Administration » Staff » Dentists. This will open up the Dentist Information window.
2 Click
in the toolbar.
3 Enter the dentist's personal information into the various fields.
4 Click
in the toolbar to finalize your changes.
1 To edit a dentist's profile, choose Administration » Staff » Dentists. This will open up the Dentist Information window.
2 Use the Previous and Next arrows to scroll to the desired record.
3 Click
in the toolbar.
4 Enter the dentist's personal information into the various fields.
5 Click
1 In the Dentist Information window, bring up the required dentist profile and choose Add Record from the Cont. Education option in the bottom left portion of the window.
This will bring up the Continuing Education window.
2 Click
3 Enter the information into the appropriate fields and option menus.
4 Click
In the Dentist Information window, bring up the required dentist profile and choose Records from the Cont. Education option in the bottom left portion of the window.
This will bring up the Cont. Ed. Courses For Dr. ... window. All continuing education courses entered into the current dentist record will appear in this list. The total points accumulated by the dentist are listed beside Total Points.
To view specifics about a particular entry, double-click on it.
To find out how much a dentist has charged in the current fiscal year, click on the Totals button in the bottom section of the Dentist Information window.
This will open up the Dr. ... Totals window. In this window, the amount that the dentist has billed to date appears in the top row. Billings done to date in the current month is listed under Month; billings to date in the current year are listed under Year to Date. Payments made by the dentist are listed in a similar fashion.
1 In the Dentist Information window, click on the Billings Info button in the bottom right of the window. This will open up a dialog asking for two dates to restrict reports to.
2 Enter the dates to restrict the report to in this dialog.
3 Click OK.
This will open up the list window, displaying a list of any bills made by the dentist in between the two dates entered.
There are two ways to do this.
In the Employee Information window (choose Administration » Staff » Employees first), click on the second button from the right.
OR
1 Select Administration » Payroll. This will produce the Payroll menu in the menu bar.
2 Under the Payroll menu, select Employees.
1 Choose Administration » Staff » Employees. This will open up the Employee Information window.
2 Click
3 Enter the employee's personal information into the fields provided.
4 Enter any notes about the employee into the field on the bottom.
5 Click
Note that these steps must be completed before entering wage information. Once the employee's record has been entered and confirmed, click on the Salary button to set the salary for this employee.
1 In the Employee Information window, use the Previous or Next arrows to scroll to the appropriate employee record.
2 Click on the Salary button.
This will bring up the salary entry window.
3 Click on the
4 Under Pay Preferences, set the method of determining wages: hourly will pay based upon the number of hours worked by the employee at a fixed rate per hour, and salary will simply pay a fixed salary after each pay period.
5 Set the period of payment under Period. This will set how often the employee is paid.
6 Set the tax table under the Table option. This table will be used to calculate the tax on the employee's pay.
7 The pay rate per hour or per period is entered in the per pay period/hour field at the top right corner. Overtime pay rates can be entered in the field marked, overtime.
8 Enter deductions under the Deductions portion of the window. The program will automatically calculate the deductions on the salary payments based on these entries.
9 Check the Vacation option to indicate that the employee receives vacation pay.
10 Enter the dates for which this salary rate is effective into the Start Date and Finish fields.
11 Click
1 In the Employee Information window, use the Previous or Next arrows to scroll to the appropriate employee record.
2 Click on the Wage Entry button.
3 This will bring up the Wage Entry window. Note that the top fields (employee name, SIN number, wage number and date) are automatically entered.
4 Enter the dates of the pay period that the payment is for.
5 Activate the Check option if this payment is by cheque. This will record a cheque into the program's database of cheques.
6 Activate the Overtime option if the pay is for overtime work. The program will then calculate the pay based on overtime rates.
7 Enter the hours worked if the employee is being paid hourly.
The gross pay, tax and deductions are calculated automatically, and the net pay is displayed.
8 Click the Post button to post this payment into the employee's record.
1 In the Employee Information window, use the Previous or Next arrows to scroll to the appropriate employee record.
2 Click on the History button.
This will open up a window containing a list of previous wage entries. Double-click on an entry to display specifics about that particular wage entry.
This is how to record the time that an employee begins a shift of work.
1 From the Administration menu, select Payroll. This should bring up the Payroll menu in the menu bar.
2 Select Employee Hours from the Payroll menu. This will produce a list of various punch-ins and punch-outs in a certain interval. New entries are entered into the list first.
3 This will produce a dialog box. Enter two dates to restrict the list to and click OK. Usually, you can accept the dates entered and simply click OK.
This will bring up the list window.
4 Click
5 Select the employee name from the Active Employees list.
6 Enter the time of check-in into the Time field.
7 Choose the Check in option in the left side of the lower section.
8 Click
This is how to record the time that an employee ends a shift of work.
1 From the Administration menu, select Payroll. This should bring up the Payroll menu in the menu bar.
2 Select Employee Hours from the Payroll menu. This will produce a list of various punch-ins and punch-outs in a certain interval. New entries are entered into the list first.
3 This will produce a dialog box. Enter two dates to restrict the list to and click OK. Usually, you can accept the dates entered and simply click OK. This will bring up the list window.
4 Click
5 Enter the time under the Check out field of the entry in the list that corresponds to the time you punched in.
6 Click
1 From the Administration menu, select Payroll. This should bring up the Payroll menu in the menu bar.
2 Select Reports » Payroll Summary from this menu.
This method will allow you to modify the CPP, UIC, Vacation and EHT rates. It allows access to CPP Exemption and UIC Contribution as well.
1 From the Administration menu, select Payroll. This should bring up the Payroll menu in the menu bar.
2 Select Reports » Setup from this menu. This should create a window listing all the aforementioned rates.
3 Click on the
4 Enter the new information.
5 Click
