Welcome to our comprehensive guide on “How to create timesheets”. Step 1: Click on the sales icon on the Homepage. Step 2: Now, click on ‘Timesheets’, and under ‘Record Time’, fill in the necessary information and click on ‘Save’. Congratulations, you…
Tutorial: How to create Recurring Invoices
Welcome to our comprehensive guide on “How to create Recurring Invoices”. Step 1: Click on the sales icon on the Homepage Step 2: Now, under ‘Recurring Invoices’, click on ‘Create recurring invoice’. Step 3: In the given space, fill in the…
Tutorial: How to create Quotations
Welcome to our comprehensive guide on “How to create Quotations”. Step 1: Click on the sales icon on the Homepage. Step 2: Now, under ‘Quotations’, click on ‘Create Quotation’. Step 3: In the given space, upload logo or text as per…
Tutorial: How to create Proforma Invoices
Welcome to our comprehensive guide on “How to create Proforma Invoices”. Step 1: Click on the sales icon on the Homepage. Step 2: Now under ‘Quotations’, click on ‘Create Proforma Invoices’. Step 3: In the given space, upload logo or…
Tutorial: How to create Invoices
Welcome to our comprehensive guide on “How to create invoices”. Step 1: Click on the sales icon on the Homepage. Step 2: Under ‘Invoices’, click on ‘Create invoices’. Step 3: In the given space, upload logo or text as per your…
Tutorial: How to record General Ledger Entries
Welcome to our comprehensive guide on “How to record General Ledger Entries”. Step 1: Click on the accounting icon on the Homepage. Step 2: Click on ‘Transactions’ and then click on ‘New Transactions’ Step 3: Now click on ‘Journal Transactions’, fill…
Tutorial: How to record Receipts & Payments
Welcome to our comprehensive guide on “How to record Receipts & Payments”. Step 1: Click on the accounting icon on the Homepage. Step 2: Click on ‘Transactions’ and then click on ‘New Transactions’ Step 3: Now click on ‘Receipts’, fill in…
Tutorial: How to create a Delivery Challan
Welcome to our comprehensive guide on “How to create a Delivery Challan”. Step 1: Click on the accounting icon on the Homepage. Step 2: Click on ‘Delivery Challan’ and then click on ‘Create Delivery Challan’ Step 3: As per your requirement,…
Tutorial: How to add a New Account
Welcome to our comprehensive guide on “How to add a New Account to your Charts of Accounts”. Step 1: Click on the accounting icon on the Homepage. Step 2: Click on ‘Chart of Accounts’ and then click on ‘New accounts’ Step…
Tutorial: How to get access to Financial Reports
Welcome to our comprehensive guide on “How to get access to Financial Reports”. Step 1: Click on the accounting icon on the Homepage. Step 2: Click on ‘Reports’ Step 3: Follow up with clicking on the report you would like to…
