Setups
This section helps you setup some of the basic information required to get started

1. System configuration setup

2. General ledger accounts

3. Debtors / Customers

4. Creditors / Suppliers

5. Inventory

System Configuration
This module is where some information is setup

Company Profile
Setting up all your company details. 

 System Configuration > Administration > Company Profiles 

 Video Training 2023/12 - Click here 

 Most of this setup would have been done by your consultant. 

 It is a good idea to check all information in the system. 

 

 Open up the main company information, check all the details 

 

 

   Video manual 2020 - Click Here

Company Logo Change
Changing and setting up your company logo. 

 Training Video 2023/12 - Click here 

 If this has not already been done, there are a few steps to do to upload the logo. 

 Always check your logo in Paint program. 

 Logos should be small in order to fit onto your stationery layout. 

 Find your logo and make a copy. 

 

   Video manual 2020 -  Click Here

Financial Periods
The section allows you to block financial periods and unblock financial periods. 

 System Configuration > Administration > Financial Periods Setup 

 Video training manual 202410 -  Click here 

 There are other functions done in this section 

 

 Block financial periods 

 Block VAT / GST periods 

 Block Fixed Asset periods 

 Create new financial year 

 

 

 Blocking periods 

 

   Video manual 2020 - Click Here

Backups
Backups are important, more backups are better than none. 

 System Configuration > Administration > Backups 

 Create backups at any time 

  Video training manual - Click here 

 

   Video manual 2020 -  Click Here

Reference Values
System Configuration > Administration > Reference Values 

 Every document in the system is assigned a unique number 

 Video manual 202411 - Click here 

   

 

   

 Old Videos 

 Video manual 2020 -  Click Here

Role Permissions
System Configuration > Security > Role Permissions 

 Setup role permissions per user to show or hide access to menu groups and menu items 

 Video manual 202412 - Click here 

 

   

 Old Video - 

 Video manual 2020 - Click Here

Report Permissions
System Configuration > Security > Report Security 

 Assign which reports a user is allowed to access via the Report security 

 Video manual 202410 - Check here 

 

 

 Select the report for the security role 

 

   

 Old manuals 

 Video manual 2020 -  Click Here

User Setup
Setup and control user access to the system 

 System Configuration > General > User Setup 

 Video Training 202411 - Click here 

 Additional manuals on system - User Setup 

 

   

 Old videos 

 Video manual 2020 -  Click Here

Dashboard Setup
Setup and view dashboards with KPIs 

 System Configuration > Security > Dashboard Setup 

 Video manual 202411 - Click here 

 

 

 Old Videos 

 Video manual 2020 -  Click Here 

  

General Ledger
Setting General Ledger accounts

General Ledger (GL) Setups
Setting up the General ledger accounts 

 General Ledger > Configuration > General Ledger Accounts 

 Video manual 202411 -  Click here 

 

 

   

 Old Videos 

 Video manual 2020 -  Click Here

Debtors / Customers Setup
Setting up your Debtors

Debtors / Customers setup
Setting up your customers 

 Debtors Module > Configuration > Debtors setup 

 Video manual 202411 - Click here 

   

 

   

 Old Videos 

 Video manual 2020 - Click Here

Creditors / Supplier setup

Creditors / Supplier Setup
Setup Suppliers 

 Creditors Module > Configuration > Creditors setup 

 Video manual 202411 - Click here

Inventory / Stock Setup

Inventory / Stock Setup
Setting up Stock, Custom or Service Type items 

 Inventory Module > Configuration > Inventory setup 

 Video manual 202411 - Click here