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Quote
Creating a new quote for a client Video manual 2020 - Click Here
Invoice
Invoicing a client from a quote Video manual 2020 - Click Here
Credit Note
Credit note to a customer for stock return Video manual 2020 - Click Here
Debtors Transaction Journal
Payments received from customer. Video manual 2020 - Click Here
Cashbook
Payments out and deposits in Video manual 2020 - Click Here
Allocations
Video manual 2020 - Click Here
Bank Recon
Bank Reconciliations Video manual 2020 - Click Here
Customer Age Analysis
Video manual 2020 - Click Here
Customer Statements
Video manual 2020 - Click Here
Sales Analysis Report
Customer and Sales Reports Video manual 2020 - Click Here
Age Analysis
Supplier Ageing Supplier Creditors Reporting and Age Analysis Video manual 2020 - Click Here
For The Month
Monthly reports General ledger monthly reports Video manual 2020 - Click Here
Compare the months
Month on month reports General ledger monthly reports Video manual 2020 - Click Here
Landing page defined
Modules and mini icons The landing screen may differ to what your Module landing page looks like. Main Modules Modules are only visible if you have access to them, otherwise they will not display. Module access in System Configuration > General > User Se...
Module colours defined
Each module is defined by a colour so it is easy to identify which module you are accessing. System Configuration ModuleSCM - S (Grey) General LedgerGL - G (Orange) Debtors / Customer /Receivable ModuleDM - D (Blue) Creditors ...
Fixed Asset Setup
General ledger Fixed asset setup Setup the Fixed Asset Tab of the Fixed Asset cost account Create the fixed asset inventory item Check that the tick is on for Allow to TrackIT Check minimum balance for transactions is setup Check t...
Fixed Asset Incoming
In order to bring in a Fixed Asset, use the GRV document to do this Create a GRV / Purchase Invoice to bring in the Fixed Asset. If you are bringing in a fixed asset that is for an opening balance. Suggestion is to make the VAT / GST as zero because the Tax...
Project reports
There are multiple ways to get information on the detail of projects There are two ways to get your information Report on project profit and loss Transactions report 1. Detailed 2. Summary Run the Report for Proje...
Company Search
Searches main company (Head Office) and all branches associated. Setup the company profile Setup Branch details Functions View schedule tasks log Print a document of all the scheduled tasks in this company (advisable to print when moving this ...
Emailing schedule setup
Set up emailing schedules in the asset. in the asset tracker module for the following functions: 1 Guarantee expiry date 2 Next service date new 3 Registration due date 4 Return date 5 WOF due date The reminder emails can...