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Invoice Group Setup

ADM Configuration Additional Debtors Properties Menu

Invoice group allows you to group and identify certain invoices in order to run detailed reports ...

Updated 2 years ago by Otsile

Category Setup

ADM Configuration Additional Debtors Properties Menu

To be able to select a category from debtor setup or to update debtors import the category needs ...

Updated 2 years ago by Otsile

GL Account Analysis

CGL Analysis GL Account Analysis Menu

Analysis the General Ledger Accounts and the transactions posted. This is a way of analyzing and...

Updated 2 years ago by Paige

Related Transactions

BGL Activity Bank Reconciliation Menu

This part shows the accounts involved in a transaction. Transaction Detail   Print...

Updated 2 years ago by Paige

Bank Recon Date

BGL Activity Bank Reconciliation Menu

Bank Recon Fixes  Make Sure that the date that is used on the Date To is the one that is saved o...

Updated 2 years ago by Paige

Add GL Cashbook

BGL Activity GL Cashbook Menu

Go to General Ledger Module > Activity > Cashbooks Click on the Search button to check for any o...

Updated 2 years ago by Paige

Cashbook Search

BGL Activity GL Cashbook Menu

Process bank transactions General Ledger>Activity>Cash Book   Buttons Search This Butt...

Updated 2 years ago by Paige

BankIT Process

BGL Activity BankIt Menu

The Bankit bank feed intelligence assist users to allocate general ledger accounts automatically ...

Updated 2 years ago by Paige

Manage Duplicate Import Items

BGL Activity BankIt Menu

The purpose of this window is to identify and delete records that have been imported and have b...

Updated 2 years ago by Paige

BankIt Intelligence Setup

BGL Activity BankIt Menu

The BankIt Intelligence Rule consists of the following components. 1 Description Which i...

Updated 2 years ago by Paige

Delivery Note Process

BCM Activity Delivery Note Processing Menu

Creditors Module>Activity> Delivery Note processing Delivery note process is where a company can...

Updated 2 years ago by Malcolm

Add Financial Year

ASCM - Administration Financial Periods

Systems Configuration > Administration> Financial Periods Setup Click Add and fill in the inform...

Updated 2 years ago by Paige

Client Information

Client Client Info

Security setup Video Training Manual 2016 - Click Here Search and read information on a custome...

Updated 2 years ago by Otsile

Drag and Drop Process

Attachments

The system allows multiple attachments to be uploaded via the Drag & Drop function. This works w...

Updated 2 years ago by Otsile

Drag and Drop on Attachment

Attachments

You can now drag and drop any document into this open space to upload an attachment. You can cli...

Updated 2 years ago by Otsile

Attachment and Linkit (hyper links)

Attachments

Attachment Grid Access The system allows for attachments and hyperlinks to be added to documents...

Updated 2 years ago by Otsile

Cannot View an Attachment

Attachments

If you cannot open an attachment, it can be due to several reasons. If your original file which ...

Updated 2 years ago by Otsile

Attachment Naming

Attachments

The system now allows for all attachments that are uploaded and saved into the Huge software to b...

Updated 2 years ago by Otsile

Debtors Interest Search

BDM Activity Debtors Interest Transaction Menu

Search all interest batches Interest will only run on debtors that have been flagged with an int...

Updated 2 years ago by Otsile

Fixed Asset Depreciation Setup

BAT Activity Asset Tracker Search

Depreciation Transactions Depreciation transactions require the following setup: Financia...

Updated 2 years ago by Otsile