Product Manuals | Oneir Solutions

Getting Started & System Setup

Oneir Manual

A comprehensive guide to using the Oneir accounting system, including setup, daily operations, and detailed instructions for each module such as General Ledger, Accounts Receivable, Inventory, Sales Orders, and Point of Sale.

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Elavon Install Checklist

Step-by-step checklist outlining the requirements and configuration tasks needed to successfully install and integrate Elavon payment processing with Oneir systems.

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VMs with Oneir

Explains recommended virtualization options such as VMware Workstation, VMware Cloud, and ESXi for hosting Oneir systems, including template requirements and configuration tips.

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How to Set Up Employees to Work From Home Over VPN

Explains how employees can securely access Oneir remotely using a VPN connection and Telnet software to log in to the company server as if they were in the office.

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Oneir Security

Details the nine-level security model used in Oneir to control access to features and data, ensuring users only perform tasks appropriate to their role.

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Sales, Customers & CRM

Oneir Relationship Management Features

Describes the memo and contact management tools in Oneir that allow users to record notes, communications, and follow-ups related to customers, vendors, employees, and inventory items.

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Oneir Statements with Invoice Copies

Explains how to configure and send customer statements that include PDF copies of invoices and credit notes when emailed to clients.

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Integrated Bank Credit

Describes how Oneir integrates credit card and banking functions with accounts receivable and payment processing to streamline customer transactions and reconciliation.

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Exporting Customer Emails

Step-by-step instructions for exporting customer email addresses from the Accounts Receivable module into a file that can be opened in Excel.

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Purchasing, Inventory & Production

Oneir Purchase Orders

Provides an overview of the Oneir Purchase Order module, including creating orders, receiving inventory, printing purchase orders, and managing order reports.

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Generating PO's

Describes how to automatically generate purchase orders based on inventory levels, reorder quantities, and current stock commitments to help maintain optimal inventory levels.

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Order Guide

Explains how to create purchase order guides based on recent sales and return activity, helping users quickly build vendor orders with suggested products.

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Container Receiving

Details the process for receiving purchase orders into containers, including handling multiple currencies, freight and duty costs, and distributing landed costs across received products.

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Oneir Bill of Materials

Overview of the Bill of Materials feature used to define product assemblies, manage components, and support manufacturing or production workflows within Oneir.

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Oneir Job Costing

Comprehensive guide to tracking job estimates, labour, materials, and overhead costs, allowing businesses to monitor profitability and performance throughout each project lifecycle.

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Oneir Kitting, Tag Along and Mix and Match Products

Explains three promotional and bundling features—Mix and Match, Tag Along, and Kitting—that allow multiple products to be grouped or priced together for flexible sales and inventory management.

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Payments, Payroll & Financial Processes

Oneir Payroll

Explains how to configure and process payroll in Oneir, including employee setup, deductions, payroll processing, year-end procedures, and troubleshooting common payroll issues.

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Oneir EFT's to Vendors

Explains how to send vendor payments electronically through your bank using Oneir's EFT functionality, reducing manual cheque processing and improving payment efficiency.

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EFT Payments

Outlines requirements for setting up EFT and direct deposit payments in Oneir, including bank file format documentation and company banking information needed to generate payment files.

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Sample Direct Deposit Enrollment

Example vendor enrollment forms used to collect banking information required to set up electronic payments through direct deposit.

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North Vancouver Enrollment

A vendor enrollment form used to authorize Electronic Funds Transfer (EFT) payments from the District of North Vancouver. Vendors provide their banking details and contact information so payments can be deposited directly into their bank account.

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Tides Canada Enrollment

A form used by vendors to authorize Tides Canada to send payments through electronic funds transfer directly to their bank account. It includes vendor details, banking information, and authorization for ongoing EFT payments.

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Sample Remittance Notice

Example of the remittance advice vendors receive when payments are issued through electronic funds transfer.

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Printing, Email & Documents

Printing With Oneir

Outlines printer compatibility requirements and recommendations for printing reports, forms, and POS receipts within the Oneir system.

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Cloud Printing

Provides instructions for printing reports and forms from the Oneir cloud environment using either the Windows PDF printing app or direct printer passthrough via Eric's Telnet terminal.

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Postscript Printing & Email

Describes how PostScript printing enables advanced form features such as logos and watermarks, allowing businesses to print invoices, receipts, and other documents without pre-printed forms.

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Emailing With Oneir

Explains how emails are sent from Oneir through the Perfect Mail relay service and outlines the DKIM, SPF, and DMARC authentication requirements needed to ensure reliable email delivery.

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WatchFolder

Instructions for installing and using WatchFolder, a tool that automatically displays Oneir reports as PDFs so users can preview, search, or print them from their computer.

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System Administration, Data & Support

Oneir Year End Closing Procedure

Provides instructions for safely closing the fiscal year in Oneir, including backup requirements and steps to update fiscal periods in the General Ledger.

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Constitution

Outlines the terms, service scope, and support levels provided under the Oneir and Vigilant Software Maintenance Plan, including response times, backup policies, and customer responsibilities. The document also details subscription terms, payment conditions, liability limitations, and procedures for updates, termination, and dispute resolution.

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Support Summary

Overview of Oneir's support services, including available channels, support hours, responsibilities between Oneir and technical advisors, and system deployment guidance.

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Training

Describes Oneir's customized training programs designed to help customers learn the system efficiently through tailored sessions and a training environment using real company data.

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Data Mining Sales History

Shows how to export sales history data from Oneir for reporting and analysis, including filtering options and saving results for use in external tools such as Excel.

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