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Inventory Category Setup

AIM - Configuration Category Setup Menu

Inventory Categories are another way to group your inventory listing. if you use group codes to ...

Updated 1 year ago by Pamela

Add Invoice

BDM Activity Invoices Menu

Video training manual 2016 - Click Here Detail Tab Debtors Module> Activity>Invoice The Invoic...

Updated 1 year ago by Imraan

Debtor Collections

BDM Activity

The collections is a schedule of outstanding debtors the collections schedule allows one to ente...

Updated 1 year ago by Imraan

Froala HTML Editor Info

General Getting Started

This function allows users to enter information into a word type environment. Text can be change...

Updated 1 year ago by Malcolm

Inventory / Stock Setup

Setups Inventory / Stock Setup

Setting up Stock, Custom or Service Type items Inventory Module > Configuration > Inventory setu...

Updated 1 year ago by Malcolm

Creditors / Supplier Setup

Setups Creditors / Supplier setup

Setup Suppliers Creditors Module > Configuration > Creditors setup Video manual 202411 - Click ...

Updated 1 year ago by Malcolm

Debtors / Customers setup

Setups Debtors / Customers Setup

Setting up your customers Debtors Module > Configuration > Debtors setup Video manual 202411 - ...

Updated 1 year ago by Malcolm

General Ledger (GL) Setups

Setups General Ledger

Setting up the General ledger accounts General Ledger > Configuration > General Ledger Accounts ...

Updated 1 year ago by Malcolm

Log in

Login

This document gives you a quick step by step guide on how to get going. Watch login video 2023/1...

Updated 1 year ago by Malcolm

Company Profile

Setups System Configuration

Setting up all your company details. System Configuration > Administration > Company Profiles V...

Updated 1 year ago by Malcolm

Company Logo Change

Setups System Configuration

Changing and setting up your company logo. Training Video 2023/12 - Click here If this has not ...

Updated 1 year ago by Malcolm

Financial Periods

Setups System Configuration

The section allows you to block financial periods and unblock financial periods. System Configur...

Updated 1 year ago by Malcolm

Backups

Setups System Configuration

Backups are important, more backups are better than none. System Configuration > Administration ...

Updated 1 year ago by Malcolm

Reference Values

Setups System Configuration

System Configuration > Administration > Reference Values Every document in the system is assigne...

Updated 1 year ago by Malcolm

Role Permissions

Setups System Configuration

System Configuration > Security > Role Permissions Setup role permissions per user to show or hi...

Updated 1 year ago by Malcolm

Report Permissions

Setups System Configuration

System Configuration > Security > Report Security Assign which reports a user is allowed to acce...

Updated 1 year ago by Malcolm

User Setup

Setups System Configuration

Setup and control user access to the system System Configuration > General > User Setup Video T...

Updated 1 year ago by Malcolm

Dashboard Setup

Setups System Configuration

Setup and view dashboards with KPIs System Configuration > Security > Dashboard Setup Video man...

Updated 1 year ago by Malcolm

Landing page defined

Login

Modules and mini icons The landing screen may differ to what your Module landing page looks like...

Updated 1 year ago by Malcolm

Inventory Analysis of Movement

DIM - Reports Report List Inventory

Inventory Analysis of movement per financial period grouped by Inventory Items or by Debtor or Cr...

Updated 1 year ago by Pamela