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Enter on grid and change the sequence number that you want the favorites list to appear to the user.  

System Configuration> Security> Role Permissions To create a new role permission, first select the Module that you want the role permission to fall under. Click on the Insert button    Enter a name that you can identify the role permission.   After clicki...

Video training manual 2016 - Click Here System Configuration> Security> Role Permissions Role Permissions is a setup that allows the administrator to control the user permission to menu items   On Our Webatar Module We have created a Security Role called T...

Video training manual 2016 - Click Here System Configuration> Security> Report Security This is where the permissions for reports are set On the permissions button You will allow or restrict certain user roles to access certain reports. Click ...

System Configuration> Security> System Recalculations We run recalculations to eliminate errors or to include additional data.   Scheduled System Recalculations   2. Recalculate Balance Sheet 01:00 am 3. Recalculate Cre...

Video training manual 2016 - Click Here  

This utility allows you to merge customers. When somebody has duplicated a customer and has put transactions against it, you can merge the transactions of the customer to the new customer. Once you have completed the merge, it is recommended thank you delet...

Use this utility to change a wrong customer on a job to the correct customer . This will change all the quotes and job to the new customer   Find the job number that has the wrong customer. Select a new customer that you want the job to go to and click on ...

Use this utility to update all the debtors and creditors transaction with the due date. This will help to update past transactions to have a due date against them. You can also use this utility to update the transactions for due date if you have changed the ...

Use this utility to update Debtors and Creditors last payment date. This will update the tables so that when you run the age analysis report for the last payment date , this will appear there.  

System Configuration>Security>History Import This feature has been discontinued. For Trial Balance past transactions, use General Ledger Journal CSV imports  

System Configuration> Security> Approval Levels This is the setup for the flow of actions required from various personal to bring a purchase order into effect. Webaccounting allows for Amount - based authorization levels. Click Add   The Systems caters fo...

System Configuration> Security> Dashboard Setup Dashboards allow one to view information on screen either via grid, bar graph or line graph. There are multiple different types of dashboards. Dashboards can be on a timer basis and put up on a wall for people...

Video manual - Click Here This looks at the projected sales for the current month Invoices processed less credit notes processed plus invoices in preparation plus invoices in recurring plus sales orders and quotations equal Total        

This looks at the total sales per day for the current month Invoices processed less credit notes processed equal Total Total daily sales can be viewed by Bar or line graph     Graph view sample  

This is displayed as a Donut Effect Input your monthly target Select the size of the Donut in percentage Select a Donut colour  

General Ledger>Configuration>General Ledger Accounts Setup General Ledger accounts in both the Tree view and Search tabs Accounting formula General Ledger accounts are based on accounting formula Owners Equity = Assets - Liabilities Accumulative profits...

General Ledger> Configuration > GL Accounts Create and edit accounts. Account code must be unique Basic Tab Buttons Create Custom Item Click this button to create a custom item that will be linked to this ledger account when creating supplier inv...

Go to General Ledger Module > Activity > Cashbooks Click on the Search button to check for any open cashbooks Creating a new cashbook, click on the Add button. Select the bank account which is going to affect this batch. Enter a Cashbook Name As p...

Inserting a split line Split Transactions are used to show a series of costs as one entry in the cashbook  Click on the Add Split button as shown below Enter a description for your split transaction and save You will now have access to add the split tr...