 | Introduction |
 | NEO Version 5.1.34.X New Features |
| NEO Version 5.1.34.X Corrections |
| Version 5.1.33.X New Features |
| Version 5.1.33.X Corrections |
| Installation Instructions |
| Installing MKMS on Windows 7 (64) |
| Using the Help Files |
| Getting Started |
| Millennium Series User Interface |
| NEO Version 5.1.34.X Getting Started New Features |
| Version 5.1.33.X Millennium Interface New Features |
| Version 5.1.32.x New Features |
| MKMS Desktop & Main Menu |
| Styles |
| Special Function Keys and Shortcuts |
| Information Processing Forms |
| Widgets Dashboard |
| Favorites |
| Tabbed Forms & Report Dialogs |
| Navigation Menu |
| Custom Report Formats |
| Printing to a File |
| Advanced Search Dialog |
| Edit Rich Text |
| Tools Menu Setup |
| Set the List Order of a Drop Down Selection List |
| Re-Ordering Record Listings & Header Names |
| Universal Email Update |
| Troubleshooting Dialog |
| Establishing System Preferences |
| How to Setup a Module |
| Printer Setup |
| User Options |
| Security & Access Management |
| NEO Version 5.1.34.X Security & Access Controls New Features |
| Version 5.1.33.x New Features |
| Employee Groups - Setting Security & Access Rights |
| Employees |
| Personal tab |
| Security tab |
| Schedule tab |
| Skills tab |
| Operator Skills List tab |
| Alarm Groups tab |
| Tech/Employee Module tab |
| Rates tab |
| Coverage Areas |
| Employee Codes List |
| Encrypted Data Edit/Entry Fields |
| External Services |
| Security Option on Main Menu |
| Add/Delete Users |
| Change Passwords |
| Change Expiring Password |
| Register |
| Form Names |
| User Access Rights |
| Audit Functions |
| Accounts Receivable System |
| Accounts Receivable Overview |
| NEO Version 5.1.34.X Accounts Receivable New Features |
| Version 5.1.33.X Accounts Receivable New Features |
| Accounts Receivable Maintenence Entries |
| User Options for Accounts Receivable |
| Auto Draft Pre-Processing |
| Auto Draft Preview |
| Attrition Types |
| Division Codes |
| Division Groups |
| How to Get Paid via Electronic Funds Transfer |
| Bank Maintenance |
| Payment Gateways |
| Sales Tax Classes |
| Sale Item Groups |
| Employee Teams |
| Managing Recurring Revenues |
| Sales-Purchase Items |
| Locating a Sales-Purchase Item |
| Filter Buttons on the Sale-Purchase Items Form |
| Defining Recurring Revenue Types |
| Defining Inventory & Job Costing Items |
| Assigning & Using Job Cost Categories |
| Advanced Sale Item Lookup |
| Sales Categories Report |
| Pricing Mark Up Groups |
| Recurring Revenue Billing Cycles |
| Pay Groups |
| Late Fee Groups |
| Late Fee Group Maintenance |
| Subscriber Filters |
| Maintenance Utilities for Accounts Receivable |
| Reminder Maintenance |
| Search Invoice Comments |
| Receipt Search |
| Universal Salesperson Update |
| Invoice Export |
| Call Sources |
| Wholesale Groups |
| Telephone No Search (Shift+F2) |
| Subscriber Multi-Field Search |
| Zip Codes |
| Subscriber Information |
| Deleting a Subscriber |
| Subscribers Form Tabs |
| Special Action Icons on the Subscriber Form |
| F2 The Subscriber Search Function |
| E-Payments |
| Documents |
| Ledger Card |
| Establish Starting Balances |
| Subscribers Quick Access Menus |
| Receivable Menu |
| Invoices Listing |
| Auto Draft Setup |
| Bill Payer |
| Auto-Bill: Defining Recurring Revenue Billing |
| Receipts |
| Allocating Receipts |
| Sales - Understanding the Invoice Form |
| Accounting Information |
| Proposals |
| Acquisitions |
| General Menu |
| Reminders |
| Folders |
| Configuration |
| Addresses |
| Documents |
| Monitoring - Entering Subscriber Monitoring Information |
| Contracts |
| Insurance |
| Equipment |
| Referred By |
| Scheduled Reports |
| History |
| Calls |
| Extended Services |
| Service Menu |
| Job Costing - Subscriber Jobs List |
| Legacy |
| Accounts Receivable Menu |
| F3 Subscriber |
| History - Universal Account History |
| Prospect |
| Auto Bill Recurring Revenue |
| Auto Draft Pre-Approved Payments |
| Post Receipts |
| Look Up Subscribers by Invoice Number |
| Look Up Prospects or Subscribers by Proposal Number |
| Reminders |
| Employee Calendar |
| Look Up Subscriber by Job Number |
| Accounts Receivable File Menu Options |
| Daily Accounts Receivable Procedures |
| Printing Invoices |
| Entering New Sales |
| Making a Bank Deposit |
| Receipt Posting |
| Cash Receipts Report |
| Collections |
| Pay Import |
| Periodic & Month Ending Procedures |
| Accounts Receivable Menu in the File Menu |
| Bill Recurring Revenue |
| Dealer Billing |
| Post Auto Drafts |
| Post Pending Credits & Deposits |
| Collect Past Due Accounts |
| Calculate & Remit Sales Taxes |
| Monthly Sales Analysis |
| Cash Receipts Report |
| Late Fee Invoice Generation |
| Print Subscriber Statements |
| Work Order Invoicing/Review |
| Closing The Month |
| Custom Pay Increase |
| Pay Group Change |
| Reporting the Results - An Overview |
| Accounts Receivable Sub-Menu |
| Attrition Report |
| Auto Draft Accounts Report |
| Average Recurring Revenue Report |
| Billing Cycles Report |
| Bill Payer Listing |
| Cash Receipt Reports |
| Cash Receipts Report |
| Cash Receipts by Employee |
| Cash Receipts by Payment Method |
| Cash Receipts by Sales Category Report |
| Cash Receipts by Salesman |
| Cash Receipts Summary by Month |
| Cash Receipt Totals |
| Credits Issued Report |
| Customer Ranking Report |
| Earned/Deferred Revenue Report |
| Expiring Contracts Report |
| Accounts Receivable Funding |
| Invoice Printing Options |
| Invoice Statements |
| Quality of Sales |
| Sales Categories List |
| Sales Analysis Report |
| Sales Taxes Collected Report |
| Sales Taxes Invoiced Report |
| Sales Tax Breakdown Report |
| Recurring & Other Revenue Related Reports |
| Recurring Revenue Preview |
| Recurring Revenue Breakdown |
| Revenue by Month & Year |
| Revenue by Type & Year |
| Subscriber Listing |
| Subscriber Statements |
| Unallocated Receipts/Credits Report |
| Wholesale Collections Report |
| Wholesale Groups Report |
| Other Reports |
| Other Shortcuts Menu |
| Commissions Tracking System |
| NEO Version 5.1.34.X Commission Tracking System New Features |
| Adjustment Type |
| Commission Adjustment |
| Commission Approvals |
| Earned Commissions |
| Prospect Tracking System |
| Prospect Tracking System Overview |
| Prospect Tracking System Maintenance |
| User Option Entries |
| Lead Source |
| Lead Types |
| Market Areas |
| Proposal Packages |
| Proposal Paragraphs |
| Prospect Filters |
| Prospect Status |
| Prospect Information |
| Proposals |
| General Menu on Prospect Form |
| Convert a Prospect to a Subscriber |
| Converting Proposals |
| Proposal Alternate Addresses |
| Reminders |
| Documents |
| Referred By |
| History |
| Calls |
| Service Menu on Prospect Form |
| Prospect & Proposal Reports |
| Accounts Payable System |
| Accounts Payable Startup Overview |
| NEO Version 5.1.34.X Accounts Payable System New Features |
| Version 5.1.33.X Accounts Payable New Features |
| Maintenence Menu Entries for Accounts Payable |
| User Option Entries for Accounts Payable |
| Bank Transactions |
| Vendor Classification Codes |
| Void Unused Checks |
| Shipping Methods |
| Vendor Information |
| General Information Tab |
| Vendor Tax Information Tab |
| F2 Vendor Search Function |
| Vendor Form Special Icons |
| Purchase Categories |
| Recurring Purchases |
| Establish Starting Balances |
| Accounts Payable Menu |
| Payables Quick Access Menu |
| Bills |
| Payments |
| Auto Pay |
| PO - Purchase Orders |
| Allocate |
| Ship To |
| Documents |
| Calls |
| Vendor History |
| Folders |
| Daily Procedures |
| Entering Purchases |
| Paying Bills |
| Print Checks |
| Purchase Orders - An Overview |
| Creating a Purchase Order |
| Purchase Order Print Options |
| Checking In Inventory |
| Bill It Button |
| Closing a Purchase Order |
| Documents |
| Periodic Procedures |
| Reporting the Results |
| Accounts Payable |
| Bills on Payment Hold |
| Cash Requirements Report |
| Check Register |
| Credits Issued |
| Form 1099 Report |
| Inventory Delivery |
| Print Checks |
| Purchases Analysis Report |
| Purchase Categories Codes |
| Purchases by Month by Year |
| Purchase Order Listing |
| Recurring Purchases Listing |
| Recurring Purchases Preview |
| Taxes Billed |
| Unallocated Payments/Credits |
| UnPrinted Checks |
| Unreconciled Items |
| Vendor Ledger Card |
| Vendor Purchase History |
| Vendor Listing |
| Service Tracking System |
| Service Tracking System Overview |
| NEO Version 5.1.34.X Service Tracking System New Features |
| Version 5.1.33.X Service Tracking New Features |
| Service Options |
| Service Tracking Maintenance Items |
| Employee's Type, Security, Schedule & Coverage Areas |
| Installed Equipment Codes |
| Service Contracts |
| Technician Groups |
| Service Types |
| Service Group Maintenance |
| Technician Skills |
| Work Order Resolutions |
| Work Order Fields |
| Purge Appointments |
| Other Service Tracking Maintenance Items |
| Quick Work Order |
| Tech Schedule |
| Technician Status |
| Time Sheets |
| Transfer Service History |
| Work Order Completion/Review |
| Service Info Tab on Subscribers Form |
| Service Menu on Subscribers form |
| Auto Service |
| Service Requests |
| Starting a New Service Request |
| Entering a Service Request |
| Service Request Detail tab |
| Required Technician Skills tab |
| Installation List tab |
| Using the Schedule Icon |
| Special Icons on the Service Request Form |
| Completing a Service Request |
| Service Information |
| General Menu on Subscribers form |
| Daily Operations |
| Service Tracking Menu |
| Auto Service (Automatically Generate Service Requests) |
| Technician Scheduling |
| Scheduling with the Pending Work Orders Listing |
| Appointment Editor |
| Scheduling Multiple Appointments for a Work Order |
| Visible Schedules |
| Planner View |
| Technician Status |
| Search W.O. |
| Quick Work Order |
| Transfer Service |
| Time Sheet |
| Periodic Procedures |
| Service Tracking Reports |
| Determine Excessive Services |
| Eligible for Service Contract |
| No Service Since |
| Open Service Requests |
| Recurring Service Preview |
| Service Calls by Resolution |
| Service Request Forms |
| Services Performed |
| Subscriber Service Labels |
| Technician Activity |
| Technician Performance |
| Technician Schedules |
| Time Sheets |
| Unassigned Service Requests |
| Work Order Detail |
| Work Orders Not Invoiced |
| Inventory Tracking & Job Costing System |
| Overview of the Inventory Tracking & Job Costing System |
| NEO Version 5.1.34.X Inventory Tracking & Job Costing System New Features |
| Version 5.1.33.X Inventory Tracking & Job Costing New Features |
| Inventory Tracking & Job Costing Setup Procedures |
| Inventory & Job Data Maintenance |
| Defining Inventory, Job Costing Considerations, and Warehouse Locations |
| Calculate Average Inventory Item Cost |
| Kits - Designing Your Own Parts Package |
| ADI Inventory Import Procedure |
| Transfer Inventory |
| Editing Warehouse Inventory Levels |
| Job Costing Menus |
| Job Costing |
| Estimate vs Actual |
| Job Tasks |
| Commissions |
| Expenses |
| Inventory |
| Labor |
| Materials |
| Sub Contract |
| Invoices |
| Purchase Orders |
| Legacy (Job Cost Info) |
| Job Costing Reports |
| Inventory Tracking Reports |
| General Ledger System |
| Understanding a General Ledger System |
| NEO Version 5.1.34.X General Ledger System New Features |
| Version 5.1.33.X General Ledger System New Features |
| Accounting Terminology |
| Understanding Debits & Credits |
| Double Entry Bookkeeping |
| General Ledger Setup Overview |
| General Ledger Maintenance Entries |
| Departments |
| General Ledger Groups |
| General Ledger Accounts |
| GL Accounts Listing |
| Tracking Inventory as Assets, Liabilities, Sales and Expenses |
| Mandatory Account Declarations |
| Re-Declare Mandatory Accounts |
| Update Sale-Purchase Items with GL # |
| Update Bank Maintenance with GL # |
| Chart of Accounts |
| Budget Declaration |
| Budget Adjustment |
| General Ledger Setup Preparations |
| Print the Transaction Summarization Reports |
| Summarizing the Startup Transactions |
| Setup Wizard |
| General Ledger Startup Transaction Entries |
| Completing the Final General Ledger Startup Procedure |
| General Ledger Procedures |
| Transaction File Form |
| General Journal Entries |
| Post Deferred Revenue |
| Import Payroll |
| Close the Month |
| Close the Year |
| Financial Statements & Reporting |
| Balance Sheet Report |
| Budget Reports |
| Chart of Accounts |
| Financial Reports |
| Chart of Accounts Graph |
| Chart of Accounts History |
| Financial Summary Reports |
| Income and Expense Chart |
| Net Worth |
| Yearly Income Statement |
| General Journal Listing |
| General Ledger |
| General Ledger Detail |
| Profit & Loss Statement |
| Profit & Loss Comparison |
| Profit & Loss w/Budget Comparison |
| Transaction File Report |
| Trial Balance Report |
| Yearly Balance Sheet |
| General Ledger (New Reports) |
| Widgets |
| Widgets Dashboard Configuration |
| Widgets - AR Chart |
| Widgets - Bills Due |
| Widgets - Top 5 Subscribers |
| Widgets - My Appointments |
| Widgets - Top 5 Vendors |
| Widgets - Dispatched Alarms |
| Widgets - Invoiced -vs- Collected |
| Widgets - Bills -vs- Payments |
| Widgets - Income -vs- Expense |
| Widgets - Assets Breakdown |
| Widgets - Liability Breakdown |
| Widgets - Equity Breakdown |
| Widgets - Sales Breakdown |
| Widgets - Expenses Breakdown |
| Widgets - Active Operator Skills |
| Widgets - Active Alarm Groups |
| Widgets - Bank Balance |
| Widgets - Favorites |
| Widgets - Quick Search |
| Widgets - Top 5 Dealers |
| Widgets - Top 5 Alarm Groups |
| Widgets - Cash Required |
| Widgets - Sales Analysis |
| SPA - Signal Processing Application |
| Central Station Monitoring |
| NEO Version 5.1.34.X Central Station Monitoring New Features |
| Version 5.1.33.X Central Station Monitoring New Features |
| MKMSCS Glossary/Terminology |
| UL Installation Reference |
| Company tab & Company Settings |
| Central Station User Options |
| General tab |
| Alerts tab |
| Unattended Alarm Notification |
| Print Options tab |
| Sounds tab |
| Dealer Verification Agreements |
| Operator's Employee & Security Information |
| Central Station Maintenance Entries |
| Loss Prevention Maintenance |
| Operator Guided Response |
| Account Type |
| Action Plans - An Overview |
| Alarm (Processing) Groups |
| Alarm Group Maintenance |
| Alarm History Lookup |
| Communicator Formats |
| Signal Processing Order |
| Contract Types |
| Condition Codes |
| Create Mass Accounts |
| Understanding How CSIDs are Constructed |
| Base CSID for Account Templates |
| Locating the correct Account Template |
| Locating the desired Base CSID |
| Account Templates |
| CSID Generator |
| Dealers |
| Dealer Technicians |
| Dealer User Maintenance |
| False Alarm Account Maintenance |
| False Alarm Dispatch Tracking |
| Generate Passcodes |
| Global Phone Replacement |
| Holidays |
| Non-Restored Accounts |
| Operator Skills |
| Panel Connections |
| Panel Connection Maintenance |
| Passcode Search Ctrl+F5 |
| Place an Account on Test |
| Purge Alarm History |
| Quick Data Entry |
| Quick Notes |
| Response Tickets Analysis |
| Receiver Groups |
| Resolution Codes |
| Security Companies |
| Town Codes |
| Unverified Zones |
| Verification Response |
| Virtual Phone Lines |
| Subscriber Multi-Field Search |
| Subscriber Entries |
| Special Subscriber, Subscriber Panel, Panel Zone & CSID Zone Entries |
| Reports Icon on Subscribers Form |
| General Menu Entries |
| Monitoring Information |
| Central Station Data |
| Action Plans Tab |
| CS Commands tab |
| Subscriber Panel(s) |
| Floor Plan |
| Conditions Call List |
| Manual Telephone Number Formatting |
| Central Station Off-Line Date |
| Events - Supervising Opening & Closing Schedules |
| Temp Notes |
| CSID Zones |
| People To Call |
| Call Order |
| Account Testing |
| Medical Information |
| Holidays |
| Areas |
| VertX CS |
| Monitoring Contracts |
| Insurance Information |
| Monitoring Related Documents |
| MKMS CS - Central Station Monitoring Application |
| Main Menu, Tool Bar & Information Bar |
| Application Shortcuts |
| Sub Info (F2) |
| Using the Search dialog |
| Call List tab |
| Panel Information Menu Bar |
| Subscriber Information Menu Bar |
| Miscellaneous Menu Bar |
| Cust Notes (Shift+F3) |
| Dealers (F3) |
| On Test (F5) |
| Man. Signal (F7) |
| Alarm Stack (F8) |
| Processing (F9) |
| Events (F10) |
| Work Orders (Shift+F10) |
| Alarm History Lookup (Shift+F4) |
| Exit |
| Hang Up |
| File |
| Actions tab |
| Configuration |
| Actions |
| CS Users |
| Emergency Management Mode |
| Non Restored Signals |
| Operator Skills/Alarm Groups |
| Pass Code Search |
| Process Signals |
| Response Tickets |
| Telephone Number Search |
| Two Way Voice |
| Manual Contact |
| Window |
| Security |
| Pending Signals |
| Alarm Signal Processing |
| UL Settings, Signal Processing & Reporting Procedures |
| Processing Alarm Signals |
| Process & Data tabs on Signal Processing screen |
| Temp Notes |
| Loss Prevention Dialog |
| Contacts |
| Notes & Current Signal History |
| History |
| Floor Plan |
| Areas |
| Signal Options |
| Verification - Validating the Alarm |
| Dispatch - Notifying the Proper Authorities |
| Notification - Contacting a Subscriber's Representative |
| Completion - Finalizing the Alarm |
| Special Function Keys in MKMS CS |
| Function Key Help - F12 |
| Signal History - F4 |
| Alarm History Lookup - Shift+F4 |
| Medical Information - F11 |
| Pass Codes - F6 |
| Response Tickets - Shift+F6 |
| Temp Notes - Shift+F5 |
| Shift Change - Shift+F9 |
| Special Tabs |
| Central Station Reports |
| Active/Passive Accounts Report |
| Alarm Activity Report |
| Alarm History Summary |
| Alarm History Summary by Dealer |
| Alarm Tickets |
| All Events Report |
| Call List by Town Code |
| Call List Verification |
| Communicator Formats |
| Condition Code History |
| Condition Codes List |
| Dealer Breakdown Report |
| Dealer Code Listing |
| Excessive False Alarms |
| Excessive Signals Report |
| Failed to Test Report |
| History By Resolution Code |
| Holidays |
| Invalid Phone Numbers |
| Monitored Accounts List |
| Non-Restored Alarms |
| Online/Offline Report |
| Open and Close Report |
| Operator Activity |
| Operator Efficiency Report |
| Open Response Tickets |
| Operator Skills |
| Panel Connections Report |
| Panels With No Signal Since... |
| Pass Code Labels |
| Receiver Distribution Report |
| Response Time |
| Still Opened or Closed |
| Subscriber Information Forms |
| Subscribers with No (Monitoring or Service) Contract |
| Zone Test Verification Report |
| Dealer Access Module |
| Communications Module |
| Vehicle Maintenance System |
| Web Based Applications |
| Web Tech Service |
| Web View/Pay Point |
| Mobile Applications |
| MKS Systems Status Application |
| Loss Prevention |
| Alcohol/Tobacco Violations |
| Incident Categories |
| Violation Dispositions |
| Loss Prevention Application Interface |
| Loss Prevention Dialog in MKMS & CS |
| Virtual Operator |
| Installing the Virtual Operator Software |
| Properly Starting Virtual Operator |
| Defining the Virtual Operators |
| Accessing Virtual Operator |
| Virtual Printer |
| Video Verification |
| Utilities |
| Version 5.1.32.x New Features |
| Alarm Stack |
| All Events |
| Backup Databases |
| Barcode Scanner |
| Communicator Format Import/Export |
| Connection Manager |
| Dashboard Indicators |
| Dymo Labels |
| Manual Signal Application |
| MKS API |
| MKSASP - Automated System Action Plan Service |
| MKS Backup Utility |
| MKS Cluster |
| MKS Database Console Management |
| MKS Phone Interface |
| MKS Purge Utility |
| MKS SecurVoice |
| Multiple Companies |
| Report Builder |
| Universal Email Update |
| Update Forms Table |
| Validate Database |
| Validate Documents |
| Videofied Direct View |
| Web View |
© 2014 Micro Key Solutions Revision Date 3/24/2014