EMiR Tips

This folder contains tips related to your EMiR System. Please be aware that these tips are dependent on which switches are active and available in your system, and which Modules and Extensions you own.

How to (Properly!) Log Out of EMiR
It is important to log out of your EMiR System properly to keep your system in good health, and allow other users to use your concurrent licenses. To lo...
Fri, 3 Jul, 2020 at 10:49 AM
How to Change an Invoice Date
FINANCE | SALES LEDGER | UPDATE INVOICE DATE To amend an invoice date, head to EMiR and select the Finance menu at the top of the screen. Then, select S...
Thu, 9 Jul, 2020 at 10:44 AM
How to Add Shortcuts to Your 'Favourites' Bar in EMiR
You can add shortcuts to the 'Favourites' bar in EMiR to give you quick and easy access to the features you use most! FAVOURITES | ORGANISE FA...
Thu, 9 Jul, 2020 at 10:44 AM
How to Perform a Wildcard Search in EMiR
When you're searching for a customer, prospect or stock part, you might not know the full name of the term you are looking for.  EMiR helps by prov...
Mon, 3 Aug, 2020 at 4:08 PM
How to Access Useful Shortcuts
Wherever you are in EMiR, you can right click to reveal helpful, related shortcuts to link you to other functions or queries.
Thu, 9 Jul, 2020 at 11:06 AM
How to Quickly Refresh a Job
To refresh or update a job, you can edit and save it. Or, for a quicker refresh, simply press the F5 key and the job will update!
Thu, 9 Jul, 2020 at 11:08 AM
How to Easily Find Customers that have an Outstanding Balance
If you want to see all of the customers that are currently in debt to you, then you can use the Debt Chasing Enquiry.  FINANCE | SALES LEDGER | SALES LE...
Thu, 9 Jul, 2020 at 11:25 AM
How to Update a PO and Job Due Date
If you raise a PO with a due date that is after the job's due date, EMiR will automatically notify you to update the job's due date and let you ea...
Thu, 9 Jul, 2020 at 11:32 AM
How to Access the Stock Part Summary Quickly
When you're viewing a stock part, you can simply double click the part name to see the Stock Part Summary!  
Thu, 9 Jul, 2020 at 11:35 AM
How to Filter the Next Job Enquiry
ENQUIRIES | NEXT JOB When you're using the Next Job Enquiry, you can filter the enquiry by double clicking on the relevant heading! This brings up ...
Thu, 9 Jul, 2020 at 11:47 AM