Tips & Tricks

What is the "best practice" approach for completing the Vizdata sheet?
Below are some suggestions for the best practice approach for using the software: Complete the VizData sheet with the VizData Assistant open Thi...
Fri, 11 Mar, 2016 at 11:32 AM
Vizulate toolbar - what do each of the buttons do?
SBS icon This contains various information about Smarter Business Software, licence information and the current version that you have installed. ...
Fri, 11 Mar, 2016 at 11:34 AM
Tips for using the preview screen
Below are some tips and tricks for using the preview screen: Zoom bar on left hand side You can change the view on the diagram by using the s...
Fri, 11 Mar, 2016 at 11:38 AM
Tips for editing chart once generated in excel
Once the chart has been generated in excel format, you can edit various items: Select multiple line/shapes/entities Clicking on a shape, press an...
Fri, 11 Mar, 2016 at 11:39 AM
Instructions for downloading the trial
Instructions for downloading the trial: 1. C1. Click on the “try now” or Download Free Trial button                    a.   2. Complete your de...
Fri, 11 Mar, 2016 at 11:54 AM
Common issues causing a diagram to not draw on preview screen
Two names are the same / entity added in twice e.g. ABC Family Trust in one row, and then the same name (ABC Family Trust) in another row. This will...
Fri, 11 Mar, 2016 at 11:55 AM
How to customise the chart for your firm
You can edit a few areas as part of the initial setup of the software that can be rolled out across your firm. Items that can be edited are: ...
Fri, 11 Mar, 2016 at 12:15 PM
Is it beneficial to have the Vizulate software available to the different accountant users within a firm?
The answer to this is quite often dependent upon your compliance processes and size - but generally, our position is - We suggest that all u...
Fri, 11 Mar, 2016 at 11:58 AM
Import data from External Systems
In our November 2015 update we introduced the ability to import data from existing Practice Management Systems. This means that names and entity...
Fri, 11 Mar, 2016 at 12:09 PM