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Shared Email Box

Special Functions Email to Supplier document

Shared email box is setup on Outlook and linked to customeremails@erpsolutions.co.nz Outlook s...

Updated 2 months ago by Malcolm

Email utility setup

Special Functions Email to Supplier document

The online AI email utility allows emails of supplier invoices to be created as Purchase Orders o...

Updated 2 months ago by Malcolm

General Ledger Journals

BGL Activity GL Journals Menu

General Ledger>Activity>GL Journals Journals are posted for: 1. Opening Balances 2....

Updated 2 months ago by Paige

GL Report Code

AGL Configuration GL Report Code Menu

Setup GL Report Codes to group GL accounts for Power BI advanced reports Search   ...

Updated 2 months ago by Paige

GL Classification

AGL Configuration GL Classification Menu

Setting up your GL Classification Adding in or editing an existing classification Cod...

Updated 2 months ago by Paige

Payments Defined

AGL Configuration Payments Defined Menu

Setup various payments defined for BankIT payment categories. Security View Payments Defined ...

Updated 2 months ago by Paige

GL Category

AGL Configuration GL Category Menu

General Ledger>Configuration>GL Category Search Setting up GL categories for reporting in the sy...

Updated 2 months ago by Paige

Add Expense Setup

AGL Configuration Expense Setup Menu

To add a new expense setup go to General Ledger> Configuration> Expense Setup First, you need t...

Updated 2 months ago by Paige

Expense Setup

AGL Configuration Expense Setup Menu

General Ledger>Configuration>Expense Setup Expenses are used for expense claims Search   ...

Updated 2 months ago by Paige

Cash Flow Report Setup

AGL Configuration Cash Flow Report Setup Menu

General Ledger>Configuration>Cash Flow Report Setup This form allows the user to search for cash...

Updated 2 months ago by Paige

GL Properties Cost Centers

AGL Configuration Additional GL Properties Menu

An example of setting up cost centres. Choose the General Ledger module and click on Administrati...

Updated 2 months ago by Paige

GL Properties

AGL Configuration Additional GL Properties Menu

General Ledger> Configuration>Additional GL Properties The form that allows the user to set up c...

Updated 2 months ago by Paige

Cashbook + Journal Type

AGL Configuration Cashbook + Journal Type Menu

General Ledger > Configuration > Cashbook + Journal Type This form allows the user to search, gr...

Updated 2 months ago by Paige

GL Accounts Import

AGL Configuration General Ledger Accounts Menu

General Ledger Module> Configuration   Import GL Report Link Click the select File Button to o...

Updated 2 months ago by Paige

Ledger Account

AGL Configuration General Ledger Accounts Menu

General Ledger> Configuration > GL Accounts Create and edit accounts. Account code must be uniq...

Updated 2 months ago by Paige

General Ledger Accounts

AGL Configuration General Ledger Accounts Menu

General Ledger>Configuration>General Ledger Accounts Setup General Ledger accounts in both the T...

Updated 2 months ago by Paige

Sales Order Search

BDM Activity Sales Order Menu

Debtors Module> Activity> Sales Order Video training manual 2016 - Click Here Sales Order p...

Updated 2 months ago by Paige

Debtors Age Analysis

DDM Reports Debtors Age Analysis Menu

Age analysis a listing of debtors' accounts (i.e., the amounts owing to a business), usually prod...

Updated 2 months ago by Paige

Creditors Setup Import/Export

ACM Configuration Creditors Setup Menu

Creditor Import / Export Creditor Contact Import / Export Statutory Import / Ex...

Updated 2 months ago by Paige

Creditors Setup

ACM Configuration Creditors Setup Menu

This is where the user creates a new Creditor or search for existing ones Search button allows a...

Updated 2 months ago by Paige