Stable Office
Navigate to the stable office tool online via the briefcase icon in the upper right to access Resources, Expenses tracking, and Inventory tracking (coming soon!)
Easily view and manage stable info from the stable block. Clicking “Manage” on the info box navigates to the regular settings page for stable info to make any changes.
Resources
Use Resources to store any stable-wide file or link that may need to be available to the barn.
Easily email any resource to contacts. Perfect for contracts and releases!
To add and manage items in Resources:
- Click the briefcase icon in the top most navigation bar, to the ride side.
- Click “Manage” in the Resources block.
- Use the green “Add Resource” button to the right to add new items.
- Give the resource a title and/or description.
- Choose a file to upload and/or a link to include. A resource can have both!
- Resources can be linked to horses and contacts for convenience.
- Click “Save Resource”.
- Existing resources can be emailed, viewed, edited, or deleted using the Action icons in the righthand column.
Video Tutorial
Expenses
Expenses is a simple tracking tool to manage stable-wide expenses that don’t need billed to a horse or contact. Only admin level team members can access.
Go to Settings > Your Lists > Office Info and choose Expense types to create the expenses to be tracked.
To track expenses:
- Click the briefcase icon in the top most navigation bar, to the ride side.
- Click “Manage” in the Expenses block.
- Click the green “Add Expenses” button to the right to create new expenses.
- Choose an expense type to make a recording for. Quickly add new types via the “Add type” link next to this menu.
- Fill in the form. Multiple attachments can be included.
- Click “Save Expense”.
- Expense entries can be edited or deleted using the Actions icon in the righthand column.
Run the Expenses report from the link on the right. Pick the date range and expense item(s). Export or print the report for convenience.
Video Tutorial
Inventory (coming soon!)
Inventory is a simple tracking tool to manage inventory levels for various stable wide items.
Go to Settings > Your Lists > Office info > Inventory to add types of inventory to be tracked.
To track inventory:
- Click the briefcase icon in the top most navigation bar, to the ride side.
- Click “Manage” in the Inventory block.
- Click the green “Add Inventory” button to the right to create new expenses.
- Choose an inventory type to make a recording for. Quickly add new types via the “Add type” link next to this menu.
- Fill in the form. Multiple attachments can be included.
- Click “Save Inventory”.
- Inventory entries can be edited or deleted using the Actions icon in the righthand column.
Run the Inventory report from the link on the right. Pick the date range and inventory item(s). Export or print the report for convenience.
Video Tutorial
We are here to help. Please contact us with questions or suggestions.
Email support@stablesecretary.com.
Call or text (617) 564-1241.
Visit Support Page.
Worried about getting all your information put in? Got a little behind on the day-to-day recording? Ask about our data entry services!
