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Add Debtors Cashbook

BDM Activity Debtor Cash Book Menu

Adding a Cash Book Go to Debtors Module> Activity> Debtor Cash Book Click Add to create a new d...

Updated 1 year ago by Pamela

Debtor Cash Book Search

BDM Activity Debtor Cash Book Menu

Video Training Manual 2016 - Click Here This allows a user to prepare a debtor’s financial recor...

Updated 1 year ago by Pamela

Transaction Procedure - Gains/Losses

BDM Activity Debtors Transactions Menu

Debtors/ Customer Module> Activity> Debtors/ Customer Transactions  Things to note about the Jou...

Updated 1 year ago by Pamela

Add Debtors Journal Transaction

BDM Activity Debtors Transactions Menu

Video Training Manual 2016 - Click Here This is where we capture debtors/customer's journal entr...

Updated 1 year ago by Pamela

Debtors Journal Transactions Import

BDM Activity Debtors Transactions Menu

Print / Import function This function allows you to print existing debtor/customer journal tra...

Updated 1 year ago by Pamela

Debtors Group Discount Matrix Setup

ADM Configuration Debtors Group Matrix Discount Menu

You can use the Debtor Discount Matrix to set up a discount structure for specific debtors by pro...

Updated 1 year ago by Pamela

Credit Reason

ADM Configuration Additional Debtors Properties Menu

To be able to select a credit reason on credit notes credit reasons applicable to your business...

Updated 1 year ago by Pamela

Additional Debtor Property Import

ADM Configuration Additional Debtors Properties Menu

Debtors Module> Configuration> Add. Debtor Properties Populate your data in Excel into the below...

Updated 1 year ago by Pamela

Sales Item Map

ADM Configuration Additional Debtors Properties Menu

For every stock item you can choose which account it can post to If you have ten items on an inv...

Updated 1 year ago by Pamela

Debtors Additional Properties

ADM Configuration Additional Debtors Properties Menu

The system caters for the categorization of master data as well as transactions. Additional prop...

Updated 1 year ago by Pamela

Sales Margin warning

ADM Configuration Debtors Setup Functions Explained

Setting up documents for Sales margin warning Low Margin Warning If this is enable it w...

Updated 1 year ago by Pamela

Debtor Search

ADM Configuration Debtors Setup Menu

Video Training Manual 2016 - Click Here Debtors / Customer Module> Configuration> Debtors / Cust...

Updated 1 year ago by Pamela

Customer Enquiry

ADM Configuration Debtors Setup Menu

Video training Manual 2020 - Click Here Video training Manual 2019 - Click Here The customer in...

Updated 1 year ago by Pamela

Debtor Functions

ADM Configuration Debtors Setup Menu

Functions Drop Down Debtors Module> Configuration> Debtor Setup> Functions Drop Down This dro...

Updated 1 year ago by Pamela

Import Drop Down Button

ADM Configuration Debtors Setup Menu

Debtors Module> Configuration> Debtor Setup> Import Drop Down An import dropdown is a powerful t...

Updated 1 year ago by Pamela

Add Debtor

ADM Configuration Debtors Setup Menu

Adding in a new Debtor or customer, tabs below defined Details Tab Debtors/ Customer details co...

Updated 1 year ago by Pamela

Debtors Setup Functions

ADM Configuration Debtors Setup Menu

Debtors setup functions and debtors setup search functions are similar. Some functions allow one...

Updated 1 year ago by Pamela

Standard Drop Down

ADM Configuration Debtors Setup Menu

Standard Drop Down Debtors Module> Configuration> Debtors Setup >Edit Debtor> Standard ...

Updated 1 year ago by Pamela

Recurring Debtors Invoice Setup

ADM Configuration Debtors Setup Menu

The recurring debtor setup consists of three steps: Create contract Create invoice temp...

Updated 1 year ago by Pamela

Recurring Update Default Contact Person for Emailing

ADM Configuration Debtors Setup Menu

Update can be done on the invoice document or template or customer setup contact person Debtors ...

Updated 1 year ago by Pamela