How to find your way around Wiise

When you want to see, find and start your daily tasks, or find work that’s assigned to you, head straight to the Wiise landing page. This is called the role centre in Wiise – it’s the first screen you’ll see when you log in.  

• At the top, you can switch between customers, vendors, items, and other important lists of information. There are actions that let you start common tasks, like creating a new sales invoice for your customer 
• In the centre, you’ll find Activities, with current data on things like ongoing sales that you can click on for a more detailed look 
• You can set up KPIs for things like cash flow or income and expenses 
• You can also build up a list of your favourite customers and reports. 

How to find what you need to get started 

There are a few ways to get to what you need in the role centre: you can use the drop-down feature menus at the top of the page.

1. Select from the lists, such as Customers or Vendors.

2. Or select the action you want, like + Sales Invoice or + Purchase Order to create new documents. 

To get to different areas of Wiise, you can use the navigation bar and the drop-down menus at the top of each page.

If you’re not sure which menu has the function you need, you can Search for it. The Search action is found at the top right of each page — click the magnifying glass and type the name of the function you want to carry out in the Tell me what you want to do box.

• When you start typing, Wiise will display matches in a drop-down list. Results in the list will change as you type more characters. The right-hand column in the drop-down list shows the general category of the result, such as Lists or Tasks. 
• Select an option or change your search entry if you can't see what you need.

Want to get to your daily tasks quickly? Here’s some keyboard shortcuts to speed things up. 

• Create a new record, such as a new vendor card, inventory item or purchase order, by selecting Alt+N from within the list page. 
• To create a new record (like a new customer, vendor or item) and close the one you’ve just created, select Alt+Shit+N 
• To refresh the data on your page to show an up to date account balance or sales figures for example, select F5 

How to search for actions or functions 

Whether you want to find a certain report, create a purchase order to buy stationery, or do a bank reconciliation – you can search for the action or function. 

You’ll find the Search action at the top right of each page. Then you can:

1. Select the magnifying glass and type the name of the function you want in the Tell me what you want to do box.  
2. When you start typing, Wiise will display matches in a drop-down list. The results will change as you type more characters. The right-hand column in the drop-down list shows the general category of the result, such as whether it’s a List or Task. 
3. Select what you need or change your search entry if you can't see what you want. 

How to search for customers, transactions and other data 

If you want to find customer names, addresses, transactions or other data, you can search for it in List pages. List pages show a summary of records such as vendors, customers or sales invoices. Here’s how: 

1. Use the Tell me search to find and select a list type. 
2. Then select Search in the top left corner of the list and you can find data that applies to the list you’re viewing. 

To search for an action or function, select Alt+Q to open Tell Me.

There are a few ways to get help with your Wiise and Office 365 account. You can get help from:

• Videos and articles in Wiise Learning: you'll find a range of learning to help you understand how to do your most common tasks.
• Use the tooltips in Wiise: Tooltips provide a short description of a field’s or heading’s purpose. To see them, hover your mouse cursor over the name of the field.
• If you want more information, you can select Learn more to open Wiise help for that specific function.

To get Wiise help for the page you’re on, select Crtl+F1.

How to organise your lists to find what you need more easily 

If you have a long list of customers, you can sort them by things like Customer No. or Country Region Code to make it easier to get a quick overview of the data. You’ll be able to sort different lists of data by any of their column headings. 

Select the column you want to sort and select the drop-down arrow in the column heading. Then select Ascending or Descending. 

How to reduce the number of results on your lists using the filter 

Filtering is especially helpful when you’re viewing and analysing longer documents. Maybe you want to filter the line items in a posted sales invoice to display all those that have a discount above 5%. You might want to see bike accessories with 'pro' in the name. Or maybe you only want to see customers from NSW in your list. You can set a filter using the filter pane to do this.  

• Select the drop-down arrow next to the name of the page or list, and then select the Show filter pane or Filter action. Or just press Shift+F3.  

In the filter pane you can see the current filters for a list and set your own filters – just select the + Filter action. Then you can set and save different views; add filters to certain fields to reduce the number of records in the list; and filter your totals by section. 

How to sort long lists of customers

Select Alt+F7 to sort list data in ascending or descending order. 

How to use filtering to widen your search

Need to look for orders from a particular customer but not sure how to spell their name? Or perhaps you’re looking for orders made between two dates? You can adjust filtering and widen your search by using these powerful characters: 

• @man shows text that matches man and isn’t case-sensitive 
• Hans?n looks for text such as Hansen or Hanson 
• ‘man’ looks for an exact character match 
• *co* looks for text that contains ‘Co’ and is case-sensitive 
•  <>0 looks for all numbers except 0 
• 1200 | 1300 looks for numbers with 1200 or 1300 
• 22..24 looks for the dates from the 22nd to 24th of the current month;  
• P8 looks for information for and from accounting period 8   

How to filter your data to find what you need

Whether you’re looking for purchase orders for one vendor, looking for customers in just one state, or searching your items list, filtering can help you find what you need, fast. Below are some more keyboard shortcuts to help you use filtering to sort through data quickly: 

• To filter on a cell value to see a list of all customers in WA for example, select Alt+F3 
• To open the filter pane to select or set a new filter, select Ctrl+Shift+F3  
• Set a manual filter to search for a certain company name for example, by selecting F3 
• Ctrl+Enter will take you out of the filter pane back to your list  
• Ctrl+Alt+Shift+F3 will reset your filters 
• Ctrl+End will take you to the end of the list 
• Ctrl+home will take you to the start of the list 

Great. You now know how to find your way around Wiise.