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Online Accounting Software|Online Bookkeeping Software

Published on April 2017 | Categories: Documents | Downloads: 12 | Comments: 0
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Content


Home Module

View Ledger Accounts and its balance at the
moment you login the system.
Home Module

You can click on account details to see the sub
accounts of the parent account.
Home Module

In addition, user can check the details of the
account transactions by clicking the transaction
link.
icon toggle

The left menu to hide or show, by default the left
menu is shown

Shown menu
icon toggle

The left menu to hide or show, by default the left
menu is shown

Shown menu
icon toggle

idden menu
Manage Users

that!s allow supper user to create or "iew the
system users
Manage Users
• You can na"igate to it from this icon on the header
• #anage users
– View users.
– $elete user.
– %pdate user details.
Manage Users
• &reate new contact
• 'here you can add a new system user with his details like ()rst
name, last name, password, phone, email, department, address,
personal image* and you can check if he is an acti"e user or not.
Settings

'here super admin can edit the company
settings and the cart of account.
Settings

&ompany settings.

'here super admin can edit company settings
and info.
Settings
• &hart of accounts.
• 'here super admin can manage all the accounts on the company
like (assets, liability, A+, A,, etc.*.
• %ser can )nd account balance and account details, transactions on
that page.
Settings
• Account details shows the sub accounts of that parent account
and its details, transactions.
List menu
• 'here you can manage Terms, products-ser"ices, transactions
types, and payment methods.
List menu
• Terms
• 'here you can manage, edit, add, or delete a payment terms of
the company.
List menu
• Transactions types.
• 'here super admin can manage, edit, add, or delete the
transactions type.
List menu
• ,ayment methods.
• 'here super admin can manage, edit, add, or delete the payment
methods.
List menu
• ,roduct and ser"ices.
• 'here super admin can manage, edit, add, or delete the products
and ser"ices.
List menu
• Add new product page where user can add a new product or
ser"ice.
Tools
• 'here the admin can access budgeting and Audit log
Tools
• .udgeting
• 'here the admin can "iew, edit and delete any budget for certain
pro/ect and create the budget from scratch
Tools
• Audit log
• 'here the admin can see e"erything that has happened in the
company!s transaction.
E-mail
• 'here the user can connect to his e0mail and check all the e0mails
&hat
• 'here the user can chat with other users or employees eternally
all the chat logs will be sa"ed for monitoring purposes
Customers
• 'here user manage all the transactions with the company
customers like In"oices, estimate, 1uick payments, reminders,
memos, and refund.
• You can list or create in any of the below from this button
when clicked a drop down menu will appear like below
Create invoice
• 'here user can create an in"oice for the customer with the selling
items, terms and price.
Mange transactions
• 'here user can see all the in"oices that ha"e been created with
the client related to each in"oice and it &reation date, $ue date,
statues and action2.etc
Mange transactions
• 'here user can see all the in"oices that ha"e been created with
the client related to each in"oice and it &reation date, $ue date,
statues and action2.etc
a. Action 3iled
'here user can action a recei"e payment transaction, send
reminder or in"oice the same client again
Estimate
• 'here user can create an estimate for an order that will not e4ect
any ledger account until the user change the estimate into in"oice
Quick Payment
• 'here the user can record a payment transaction including the
payment method and the $eposit account that will hold the
transaction
Send reminder
• 'here the user can send a certain client a reminder for an in"oice
or any due transaction
Credit memo
• 'here the user can setup a credit memo to any client so that it
sa"es on the client ledger account that he has a credit for a
certain amount
Refund receipt
• 'here the user can issue a refund to the client a creating amount
he paid
endors
• 'here the user can "iew all the "endors name, .alance, .ills and
actions from the actions )led you can create a .ill, #ake 56pense
and purchase order to a certain "endor
endor !ill
• 'here the user can create a .ill to a certain client an send it to
him to collect the payment
Make E"pense
• 'here the user can create a certain payment as an e6pense to a
certain client including the payment method and the account to
deduct the amount paid from
Purc#ase order
• 'here the user can create a purchasing order to a certain client
that will not e4ect in any ledger account until the order turns into
bill
5mployees
• 'here the super admin can create as many users as re1uired with
a certain access permission as per his position account type, also
he can "iew, edit and delete any e6isting user
$ransactions
• 'here the user can list all his transaction wither its sales or
e6penses, user also can see all the in"oices and bills that ha"e
been created with the client related to each in"oice or bill and it
&reation date, $ue date, statues and action2.etc
+eports
• 'here the user can see all the reports the system generated and
there are two types of reports
• +ecommended reports
• +ecommended reports are the reports that are most likely are
used and hold all the main data of the company such as the
balance sheet
+eports
• All reports
• All reports lists all the reports that the system generate such as
Accountant +eports
• &ustom reports
• 'here the user can choose to generate custom reports with all the
a"ailable ledger accounts
Cost center
• 'here the user can "iew, 5dit or create any cost center and link
pro/ects to it
Sales $a"es
• 'here the user can list all the ta6es on the system associated with
the ta6 name, Agency, rate percentage and wither its acti"e or
not.
• You can edit, "iew and delete any Ta6 created
Headers
• This is an e6tra feature imitating the cost center functionality
howe"er it!s completely editable as re1uested

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