| |
1) Setup |
| |
1.1 Setup after installation |
| |
1.2 Creating a password |
| |
1.3 Changing a password |
| |
1.4 General Navigation |
| |
1.5 Enlarging buttons |
| |
1.6 About tabs |
| |
1.7 Resizing the screen |
| |
1.8 The process view |
| |
1.9 The list view |
| |
1.10 Changing Module Default Views |
| |
2) Customer |
| |
2.1 Creating a customer record
|
| |
2.2 Editing a customer record
|
| |
2.3 Deleting a customer record
|
| |
2.4 Changing a customers credit limit
|
| |
2.5 Changing a customers default
nominal code |
| |
2.6 Changing a customers default tax
code |
| |
2.7 Producing a sales invoice |
| |
2.8 Producing a product sales invoice |
| |
2.9 Duplicating a sales invoice |
| |
2.10 Editing a sales invoice |
| |
2.11 Printing a sales invoice |
| |
2.12 Updating a sales invoice to
ledger |
| |
2.13 Posting a batch sales invoice |
| |
2.14 Posting a batch sales credit
note |
| |
2.15 Posting a customer receipt |
| |
2.16 Producing a customer statement |
| |
2.17 Running an aged debtors report |
| |
2.18 Creating letters to chase debt |
| |
2.19 Restricting mail to customers |
| |
2.20 Creating mailing labels |
| |
2.21 Putting a customer on hold |
| |
2.22 The customer dashboard |
| |
2.23 Attaching a document to a
customer |
| |
3) Supplier |
| |
3.1 Creating a supplier record |
| |
3.2 Editing a supplier record |
| |
3.3 Deleting a supplier record |
| |
3.4 Changing a suppliers credit limit |
| |
3.5 Changing a suppliers default
nominal code |
| |
3.6 Changing a supplier default tax
code |
| |
3.7 Posting a purchase invoice |
| |
3.8 Posting a purchase credit note |
| |
3.9 Posting a supplier payment |
| |
3.10 Running an aged creditors report |
| |
3.11 Restricting mail to suppliers |
| |
3.12 Putting a supplier on hold |
| |
3.13 The supplier dashboard |
