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UBS Knowledge Base

UBS Knowledge Base

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General

How to install Eclipse on a new PC
How to merge clients
How to add/change the company logo
Using reports and creating custom reports in Eclipse DMS
I cannot find all my tickets in the helpdesk portal
Why is my outlook window not opening when sending email from Eclipse
How to export client list
SMS insert fields
Eclipse Aura & Online Transitioning to New SSO Login Flow
Setting up SMPT2Go for Emailing Sending with Eclipse

Eclipse Accounting

Understanding transaction and reference types
How to export any report to excel
End of month parts to service clearing account process
End of month sublet clearing account process
How to process changing stock from Floorplan Company A to Floorplan Company B
How to add a new floorplan company
How to create a new general ledger account
How to refund a sale deposit
How to bank money received for a supplier credit
How to offset a supplier credit against a creditor payment
How to add a new staff member in Stock & Accounting
How to assign security roles to employees
How to create custom security roles
How to get employee name in drop down fields
What is load and warranty provision and how does it work?
Bank configuration for using EFT batch/ABA files
How to set supplier banking details to allow for EFT batch payments
End of month suggested duties
End of month parts valuation report vs ledger balance process
The Ledger Inventory Audit Report
How to pre-pay parts orders
How to create departmental reports
How to create a duplicate department report
How to close off the accounting period
How to process BAS in Eclipse
How to edit a payment
How to reprint Remittance Advice
How to void/cancel a payment
How to void an EFT batch payment
How to create a creditors invoice
How to record a surcharge on a sale deposit
How to pay your creditors
Why is an outstanding creditor invoice not showing in pay your creditors?
Why does my GST draft report not match the GST processing screen
GST Cash vs Accrual
Understanding journals in Eclipse
Understanding the security deposits held report
Money banked against wrong client
Authorisation required to Access this Report error in My Reports

Eclipse Stock

Navigating the delivery schedule
Navigating the quote list screen
Navigating the repair order request screen
Navigating the sales list screen
Navigating the stock detail screen
Navigating the stock list screen
Stock Status Explained
Auction Sales - Buyer Fee Rules
Consignment Sales
Eclipse eSign for Eclipse DMS
How to add a new client from Stock & Accounting
How to add a new stock unit
How to add a trade in on a sale
How to add a trade in payout
How to add a used vehicle to floorplan
How to add and refund a deposit on a sale
How to add commission on a sale
How to add finance to a sale
How to add parts on a sale from Stock & Accounting
How to add sales extras to a deal
How to allocate a stock number to a quote vehicle
How to apply factory receivables to a stock unit
How to configure factory receivables
How to create a repair order request
How to create a vehicle purchase order
How to create a vehicle quote
How to create hire vehicles
How to create sales extras
How to create supply and fit sales extras
How to create vehicle costs
How to get vehicle make and models into the drop down list
How to perform a stock alteration
How to perform a vehicle stocktake
How to sell a vehicle
How to set up load amounts
How to set up salesperson commissions
How to set up source of sale
Can I hide the warning regarding security restrictions on stock cards?
My original files are missing after attaching to a sale
Notional input tax credits flowchart
Stock is not updating on the internet (eg. Carsales.com.au, Gumtree, etc.)
What happens to the GST when a vehicle goes on floorplan?
Why are notes appearing on my vehicle sale invoice?
Why can I not add floorplan details to stock?
Why do I not have the option to create a repair order request?
Why does a vehicle not appear in the print transfer list
Why does the stock valuation report not display any data?
Why is a sale showing a balance owed to the customer?

Eclipse Service

Navigating the booking manager
Navigating the quote list
Navigating the repair order list screen
Navigating the RO request screen
Navigating the Service Vehicle List
Navigating the workshop controller
Bay allocation
Expired ROs
How to add a new client in Service
How to add a new service vehicle
How to add costings to a repair order
How to add extra references to repair orders
How to charge a service invoice to more than one client
How to cost a service quote
How to create a repair order
How to create a repair order from an RO request
How to create a service quote
How to create and process hire bookings
How to create bays
How to create client deals for service customers
How to create folders for service templates
How to create hold reasons
How to create priority codes
How to create service templates
How to create shop supplies
How to create staff hours
How to create sublet items
How to create vehicle hire limits
How to create work to be done and remedy codes
How to merge service vehicles
How to process a customer service invoice
How to process an internal or warranty repair order
How to process insurance repair orders
How to remove parts on a service invoice dated in a prior period
How to send a booking confirmation SMS
How to send a pick up SMS
Difference Between Eclipse Checklists and System Checklists
How can I access the diary of other staff in Service?
How to change the status of an RO from in progress to booked
How to exclude internal repair orders from receiving auto sms
How to measure service staff productivity and efficiency
How to provide customer invoice for insurance excess
What is the technician offset account
Why are internal ROs appearing on the daily banking report
Why is a repair order not showing in the current bookings calendar

Eclipse Parts

Navigating the parts detail screen
Navigating the parts enquiry screen
Navigating the Purchase Order Lookup Screen
Navigating the Sale Lookup Screen
How to add a deposit on to a parts sale
How to add a new client from Parts
How to add a new parts franchise
How to add parts on to a repair order from Parts
How to add parts on to a vehicle sale from Parts
How to adjust an incorrect part quantity
How to apply a gift voucher on a parts invoice
How to change a part number
How to create a customer order
How to create a freight only customer invoice
How to create a freight only supplier invoice
How to create a new part
How to create a parts package/kit
How to create and issue a gift voucher in parts
How to create and send a parts purchase order
How to create non-diminishing parts
How to create parts sales and supplier orders from the parts enquiry screen
How to delete a part
How to edit part barcodes
How to enter exchange rates on international orders
How to make parts inactive in bulk
How to manage parts on back order
How to merge duplicate parts
How to move a single part from one franchise to another
How to move parts from one franchise to another in bulk
How to perform a parts stocktake
How to print multiple part barcodes
How to process a customer parts credit
How to process a supplier credit
How to process an account payment
Can I remove parts with zero QOH from my stocktake?
How do I change the sequence of parts in a supplier order
How do I enable/disable invoice rounding for parts cash sales?
How to display up to 4 decimal places against your parts
Parts average cost explained
Parts Inventory Ledger doesn't match parts stock valuation?
Parts Quantities explained
What does TPRO and TPROP on a parts sale mean?
Why am I unable to reopen a parts invoice?
Why are my auto fill buttons missing?
Why can I not add freight to a parts invoice?
Why can I not view my parts sales or orders?
Why does my deleted parts branch transfer still show in the ledger?
Why does my part QOH not match the movement
Why does my parts inventory ledger not match the stock valuation report?
Why is my parts quantity negative or different than expected after a parts stocktake?
Why is there rounding in freight on account parts invoices

Eclipse CRM

Navigating the prospect detail screen
Navigating the prospect list screen
How to create a new prospect
How to create a vehicle quote for a prospect
How to create a vehicle sale for a prospect
How to create an appointment for a prospect
How to create lost reasons
How to record communication made to a prospect
How to set up prospect statuses
How to set up sources of sale

Eclipse Payroll

Creating a banked leave
Creating paid family and domestic violence leave
Foreign income shadow reporting
Handling Stapled Super Funds
How to add a new staff member in Payroll
How to adjust leave accrued figures
How to apply allowances and deductions in a payrun
How to apply leave taken in a payrun
How to cash out leave
How to complete the end of year payroll process
How to create a manual pay
How to create a payroll ABA file
How to create and apply an employee bonus
How to create and apply new leave types
How to create leave without pay
How to enter overtime in a payrun
How to generate a separation report
How to import commissions in payrun
How to manage superannuation refunds
How to pay commissions that haven't been entered against a sale in S&A
How to pay superannuation
How to pay wages into multiple bank accounts
How to print/preview/email previous payslips
How to process a payrun
How to roll back a payrun
How to self register for STP
How to set up a new pay grade
How to set up a new super fund
How to set up a payroll allowance
How to set up a payroll deduction
Child support FAQ
Error: Could not load file or assembly 'ChilkatDotNet4.dll' or one of its dependencies. The specified module could not be found
How do I find a report on employee overtime hours and dollar amount?
How do I update my Eclipse Payroll software?
Leave accrual methods explained
Where to find your previous BMS ID
Why are not all staff showing on my payroll report?
Why can I not fill out the termination information?
Why is leave loading not calculating?
Why is my new employee not showing in payroll?

Eclipse Online (App)

How to clock on/off service jobs
Creating and using checklists in the Eclipse Online mobile app
Eclipse Online Beta
Eclipse Online Beta - Android
Eclipse Online Beta - iOS
How to add parts onto a service job via the Eclipse Online app
How to unlock a user locked out of Eclipse Online
How to use Eclipse Online
Setting up and Connecting with Eclipse Online for Smartphones / Tablets

Eclipse Aura

Navigating the sales list screen in Aura
Navigating the stock detail screen in Aura
Navigating the stock list screen in Aura
Eclipse eSign for Eclipse Aura
How to add a new client in Aura
How to add a new staff member in Aura
How to add a new stock unit in Aura
How to bank EFTPOS receipts in Aura
How to bank undeposited cash in Aura
How to complete your bank reconciliation in Aura
How to create a creditors invoice in Aura
How to create a debtors invoice in Aura
How to create a new sale in Aura
Navigating the dashboard
How to create a new vehicle cost in Aura
How to enter email settings in Aura
How to pay your creditors in Aura
How to perform a stock alteration in Aura
How to receipt money deposited into your bank account in Aura
How to run a PPSR search in Aura
How to unlock a user in Aura
Setting up MFA for Eclipse Aura
Setting Up Single Sign-On (SSO) with Microsoft Entra for Eclipse Aura
Setting up SmartHub for Eclipse Aura or Eclipse Online
Stock upload in Aura
Viewing Estimated Commissions in Profit Reports or Stock Card
When printing sales paperwork for duplex printing, how can I start each paperwork on a fresh sheet of paper?

Eclipse Hardware Support

Checking for blocked queries (SQL Header Block)
Recommendations for Eclipse Infrastructure

Installation & New Customers

Eclipse eSign Setup

Release Notes

Eclipse Aura Release Notes

Eclipse Aura 12.12.15.0 release notes
Eclipse Aura 12.10.12.0 release notes
Eclipse Aura 12.2.5.0 release notes
Eclipse Aura 12.1.13.0 release notes
Eclipse Aura 12.1.11.0 release notes
Eclipse Aura 12.0.133.0 release notes

Eclipse Online Release Notes

Eclipse Online 4.9.6 release notes
Eclipse Online 4.8.3 release notes

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Eclipse Online (App)

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Eclipse Online Beta

Getting started:

iOS Installation: Eclipse Online Beta - iOS

Android Installation: Eclipse Online Beta - Android

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