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 have successfully learnt how to create timesheets. Here, you will find all the related […]
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 information according to your requirements. Step 4: In the given space, upload logo or […]
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 your requirement. Step 4: Click on ‘Enter customer’ and then fill in the required […]
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 text as per your requirement. Step 4: Click on ‘Enter customer’ and then fill […]
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 requirement. Step 4: Click on ‘Enter customer’ and then fill in the required information […]
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 in the required information in the dialog box that appears, and click on ‘Save’. […]
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 the necessary information and click on ‘Save’. In order to record payments, follow the […]
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, upload the company logo or add text by clicking on the respective option. Step […]
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 3: A dialog box will appear, select the type and subtype of the account […]
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 access. Congratulations, you have successfully learnt how to access the Financial Reports. Here, you […]
