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Standard Texts
Usually checking Time Sheet entries by managers when preparing work reports for clients is time consuming due to checking contents of the reports (their texts). Standard texts are used to speed-up & improve quality of Time Sheet records data entry. When u...
Tracking Categories
Tracking Categories are used as controlling variables through-out the whole system, where your organzation may gather some financial data, such as projects, time sheet, expenses, invoices (received/issued), orders (issued/received), estimates, etc. There are ...
Users
This page provides you with overview about Atollon Users database. You can filter for Power Users or External Users, as well as look-up users by their (Access) Groups or Roles. Create New User You can create new user based on any (existing) User Template. ...
User Templates
User Templates allow you predefine newly created User's settings. Change in User template does not have any effect on users that were created based on the selected template, they are just helpful when creating new users (so you don't have to reinvent the wheel...
New Workflow
New Workflow Properties Workflow Title: give your Workflow some descriptive name. Description: it is useful, don't be lazy to add it here, after some time you will see that it's useful. Workflow is Active: Yes/No When is the Workflow Triggered? At Update ...
Work Pricing
Work Price List Work Price List is used to assign price or cost to Time Sheet records that represent work performed by Islander on given project or client. Work Price List Details Price List Validity Each Work Price List may have different prices defined f...
Custom Forms Designer
The Form Designer is interfaced for management and creating a new form in folders. Atollon has most of the tools and forms ready for use, but in Form Designer, you can make other forms, or move with the objects in the forms. Working with Form Designer Most ...
Generic Report Scenarios
Below mentioned examples / scenarios present only the most common reporting usage. Show Clients Overview In new report, select at least reporting criteria Account and field Name. Press (x) in Show in results column at this criteria. Because system may conta...
Working with Generic Reports
Export / Print Functions Enable / disable export / print function It is possible to disable export / print functions from Reporting. You can change these options in User Settings (Options & Tools > Users). In advanced options, check / uncheck the opti...
Applicants Database
Is store all contact information about applicant, incl. his/her profile and evaluation, storage of document in the form of a CV or connected files. Atollon recognizes document content to enable full-text CV search. All data about applicants are accessible ...
Applicants Search
Atollon Recruitment offers various ways how to search the most appropriate applicants for vacancy. It is possible to search applicants using AND/OR criteria, comprising complete applicant profile (incl. content of attached documents). Smart search engine re...
Selection Procedures
Special project which system creates automatically when you consider applicant for open vacancy. The functionality enables to track status of individual applicants for particular vacancies. You can check where candidate was presented and what was the result o...
Vacancies
Manage your recruitment process Create new Position / Vacancy, specify requirements Search for suitable applicants or publish position on website Watch applicants going through selection procedure Place best talent Invoice for placement Communic...
Received Invoices
Invoice Payment information The source of invoice payment information may be gathered using 3 different methods: Manual setting of payment status on invoice Synchronization of payment balance with external accounting solution Synchronization of payment tr...
Calendar Overview
Atollon Calendar is really simple to use feature, see the bacis view below. Advantage of using Atollon Calendar is the fact that it's part of your sales or service delivery process. Calendar events may be tracked in relation to your clients, deals, projects, ...
Time Sheet Overview
The Time Sheet application allows users to: add new ad-hoc Time Sheet records get overview about existing records confirm Time Sheet records The above screenshot illustrates several features of Time Sheet application: Select period, for which you wan...
New Contact in Detail
Person vs Company New company Legal form - eg. Inc., s.r.o., a.s. ..., Reg. No. - it's company registration number, VAT No. - it's company VAT number, Category - most simplest categorisation, Due Days - it's number of days when the invoices...
Atollon Dictionary
If you are unfamiliar with one of the terms specified in Atollon Help, please find your term below. In case you would like to explain more terms, please send us your question. Atollon Atollon is digital island, virtual desktop environment to manage small and...
Modules Registry
List of module idents that can be used to store it's own settings (as part of the Features module). newpioneer=# select * from features_modules ; id | modulename | moduleid -----------+----------------------------+----...
Atollon Innovations 2019 (week 43)
Major Updates Business Intelligence Reporting for Product performance Reporting for company cash flow (revenue controlling vs cash expectation) Desktop It is possible to login to Atollon using Single Sign-On technology (useful for multiple Atollon inst...