How To Access
After the help files are published, customers and support can open the QBM help center from:
- https://www.qbmis.com/help/
- The local help folder: G:\QBM\ClientUI\Documents\Helps\index.html
Use the search box in the help center to find guides by title, module name, common task, report name, or message text.
What Was Added
| Area | Guides Added Or Expanded | Useful Search Words |
|---|---|---|
| Getting started and daily work | Getting Started and Navigation, Daily Workflows by Role, Data Cleanup | getting started, navigation, workflow, cleanup, duplicates |
| Closing and accounting control | Month-End Closing Checklist, Year-End Closing Checklist, Opening Balances, VAT and Tax Return | month end, year end, closing, opening balance, VAT return |
| Sales and purchasing | Customer Invoices and Sales Receipts, Receive Payments and Statements, Purchase Invoices and Pay Bills, Vendor Statements and Credits, Quotes, Orders, Delivery Notes, Refunds | invoice, receipt, payment, statement, quote, delivery note, refund |
| Inventory and POS | POS Operations, POS Options, POS Printing, Product Setup, Inventory Adjustments, Transfers, Physical Inventory, Assemblies and Kits | POS, cashier, receipt, item setup, stock transfer, physical inventory, assembly |
| Reports | Customer, vendor, inventory, sales, purchasing, banking, accounting, payroll, project, POS, and integration report guides | report, statement, ledger, trial balance, kardex, sales analysis |
| Security | Security Groups and User Management, including permission groups, power users, normal users, administrator behavior, and security enums explained for end users | security, users, groups, permissions, power user, SA password |
| Printing and output | Print Template Designing, Print/PDF/Email Troubleshooting | print, PDF, email, template, designer, layout |
| Integrations | PintAE, WooCommerce, Dineplan, Planet Tax Free, MAF, Emaar, ASO, Tile Delivery, Accqrate/ZATCA Legacy, Emirates ID Reader | PintAE, e-invoicing, WooCommerce, Dineplan, tax free, MAF, Emirates ID |
| Troubleshooting | Common Messages, Import and Export Troubleshooting, Connection Troubleshooting, Support Testing Checklist | error, message, connection, import, export, cannot delete, refresh |
What Support Should Test
- Open the online help center and confirm the new guides appear in search results.
- Search by customer language, for example: POS receipt, VAT return, PintAE, security group, trial balance, and cannot delete.
- Open each new guide from the search results and confirm the left contents panel works.
- Click the related guide links at the bottom of important guides.
- Confirm the guide explains what the user should do, not only what the screen is called.
- Report any missing topic, broken link, unclear wording, or screenshot requirement before sending the guide to customers.
How To Guide Customers
When a customer asks how to perform a task, support can send the help center link and the exact guide title. For example, for receipt printing issues, send the Print, PDF, and Email Troubleshooting Guide. For permission questions, send the Security Groups and User Management Guide.
If the customer cannot find the guide, ask them to open https://www.qbmis.com/help/ and search using one or two task words instead of a full sentence.
Publishing Check
If a guide opens locally but not from the website, the help folder on the website has not been fully updated yet. Publish both the new guide files and the updated index.html, then refresh the browser and test again.
| Check | Expected Result |
|---|---|
| Open help center | The index page loads at qbmis.com/help. |
| Search new title | The guide appears and opens without a file-not-found error. |
| Open related links | Links between guides work. |
| Use mobile view | The content remains readable and the contents panel does not cover the guide. |