If you would prefer to process your documents locally, rather than have the server construct them for you, then you can use our Word Module. If you do not have the Word module installed then it would be worth giving us a call so that we can set this up for you. Once installed: Go [...]
Introduction Our QuickBooks online integration module gives you the ability to post invoices and payments from the Evolution FMS Funeral Management Solution directly into Intuit QuickBooks Online. Which versions of QuickBooks are supported QuickBooks Online (UK) What do I need to do before I can use accounts integration? Evolution FMS - General Settings Click here [...]
Introduction Our Xero online integration module gives you the ability to post invoices and payments from the Evolution FMS Funeral Management Solution directly into Xero accounts. Which versions of Xero are supported Xero (UK) What do I need to do before I can use accounts integration? Evolution FMS – General Settings [...]
Targeting specific Google Calendar(s) Evolution FMS will target your PRIMARY Google Calendar as default. If you want to target a different or multiple calendar(s) then there are two options available: Targeting a single calendar (other than your primary calendar) - Edit the SETTINGS of your calendar and in the DESCRIPTION box enter [...]
Accounting Integration General Preparation Before you can use accounts integration you need to make a few system setting changes which are detailed below: System Settings Click on Administration, Settings. Look under Financial Settings and select your accounting software in the "Accounting Module" field. Leave the "Accounting Module Customer" field blank to use the default customer [...]