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 […]
Tutorial: How to manage your Purchases
Welcome to our comprehensive guide on “How to manage your Purchases”. Step 1: Click on the accounting icon on the Homepage. Step 2: Click on ‘Purchases’ Step 3: Follow up by clicking on ‘Create Purchase’ Step 4: Click on ‘Enter Vendor’, write the name of your vendor in the given space and press the enter […]
Tutorial: How to manage your Expenses
Welcome to our comprehensive guide on “How to manage your Expenses”. Step 1: Click on the accounting icon on the Homepage. Step 2: Click on ‘Expenses’ Step 3: Follow up with clicking on ‘Create Expense’ Step 4: Click on ‘Enter Vendor’, write the name of your vendor in the given space and press the enter […]
Tutorial: How to create a Credit Note
Welcome to our comprehensive guide on “How to create a Credit Note”. Step 1: Click on the accounting icon on the Homepage. Step 2: Click on ‘Credit Notes’ Step 3: Follow up by clicking on ‘Create Credit Note’ Step 4: Click on ‘Enter Vendor’, write the name of your vendor in the given space and […]
Tutorial: How to create a Debit Note
Welcome to our comprehensive guide on “How to create a Debit Note”. Step 1: Click on the accounting icon on the Homepage. Step 2: Click on ‘Debit Notes’ Step 3: Follow up with clicking on ‘Create Debit Note’ Step 4: Click on ‘Enter Vendor’, write the name of your vendor in the given space and […]
Tutorial: How to manage your Cash and Bank Accounts
Welcome to our comprehensive guide on “How to manage your Cash and Bank Accounts”. Step 1: Click on the accounting icon on the Homepage. Step 2: Click on ‘Cash and Bank’ Step 3: Click on ‘Add new bank’ Step 4: Fill in the corresponding details and click on ‘Save’. Step 5: Now, following a similar procedure, […]
Tutorial: How to add a new Quotation Detail
Welcome to our comprehensive guide on “How to Add a New Quotation Detail.” In this tutorial, we’ll take you through the step-by-step process of seamlessly incorporating a new quotation detail, enhancing the precision and flexibility of your business proposals. STEP 1: From the homepage under ‘Quick Links’, click on ‘Create Quotation’. STEP 2: Hover over […]
Tutorial: How to edit Quotation Details
Welcome to our comprehensive guide on “How to Edit Quotation Details.” In this tutorial, we’ll walk you through the steps to seamlessly modify and update quotation details, ensuring accuracy and professionalism in your business proposals. STEP 1: From the homepage under ‘Quick Links’, click on ‘Create Quotation’. STEP 2: Hover over the quotation detail section […]
Tutorial: How to start a subscription for a Recurring Invoice
Welcome to our comprehensive guide on “How to Start a Subscription for a Recurring Invoice.” In this tutorial, we’ll walk you through the steps to initiate a recurring invoice subscription, simplifying your billing process for ongoing services. STEP 1 From the homepage click on the ‘Sales icon’ and then ‘Recurring invoice’. STEP 2: From the […]
Tutorial: How to set Recurring Invoice settings
Welcome to our comprehensive guide on “How to Set Recurring Invoice Settings.” In this tutorial, we’ll walk you through the steps to configure recurring invoice settings, streamlining your billing process for ongoing services. STEP 1: From the homepage under ‘Quick Links’, click ‘Recurring Invoice’. STEP 2: From the top of the page, you will find […]
