Accounting
Accounting manual
Introduction
Accounting dashboard can be found under "Work" menu
Dashboard
Following is an example dashboard There are several major sections; Receivable, Customer, Payab...
Receivable
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create Receivable
Click "New receivable" on upper right corner of receivable table Click on title of which recei...
View Receivable
Click "View" button on the right of receivable Receivable modal appears
Void Receivable
Click "Void" button on the right of receivable If no "Void" button, the receivable can not be v...
Customer
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create Customer
Click "New customer" on upper right corner of customer table Enter customer data, then click "Cr...
Update Customer
Click "Update" button on the right of customer Update information, then click "Update".
View Customer
Click "View" button on the right of customer Customer modal appears
Customer Performance
Click "View" button on the right of receivable Performance modal appears
Receive Payment
Click "Receive" button on the right of customer Enter date, bank-account, received-amount, appli...
Payable
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create Payable
Click "New payable" on upper right corner of payable table Click on title of which payable shoul...
View Payable
Click "View" button on the right of payable Payable modal appears
Void Payable
Click "Void" button on the right of payable If no "Void" button, the payable can not be voided. ...
Supplier
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create Supplier
Click "New supplier" on upper right corner of Supplier/Staff table Enter supplier data, then cli...
Update Supplier / Employee
Click "Update" button on the right of supplier Update information, then click "Update".
View Supplier / Employee
Click "View" button on the right of supplier Supplier modal appears
Pay Supplier / Employee
Click "Pay" button on the right of Supplier / Employee Enter date, bank-account, pay-amount, etc...
Expense
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create Expense
Click "New expense" on upper right corner of expense table When expense modal appears, enter all...
Update Expense
Click "Update" button on the right of expense If no "Update" button, the expense can not be updat...
View Expense
Click "View" button on the right of expense Expense modal appears
Submit Expense
Click "Submit" button on the right of expense If no "Submit" button, the expense can not be submi...
Retract Expense
Click "Retract" button on the right of expense If no "Retract" button, the expense can not be ret...
Approve Expense
Click "Approve" button on the right of expense When expense modal appears, click "Approve" or "D...
Inventory
Chart account
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create account
Click "New chart account" on upper right corner of chart account table Enter chart account dat...
Update account
Click "Update" button on the right of chart account Update information, then click "Update".
View transaction
Click "View" button on the right of accounting chart account Transaction modal appears
Expendable
Introduction
Following shows a sample window. The chapter describes features available within the window.
Create expendable
Click "New expendable" on upper right corner of expendable table Enter expendable data, then c...
Update expendable
Click "Update" button on the right of expendable Update information, then click "Update".
View expendable
Click "View" button on the right of expendable Expendable modal appears
Report
Tool
Introduction
Following shows a sample window. The chapter describes features available within the window.
Adjust inventory
Click "Adjust inventory" in tool window Update unit price, select an expense account, and clic...
Adjust consignment
Click "Adjust consignment" in tool window Select appropriate supplier, warehouse Update unit ...
Calculate commission
Click "Calculate commission" in tool window Follow guided steps to calculate commission. Conf...
Receivable download
Click "Receivable download" in tool window Select date range, and click "Request" After pro...
Expense download
Click "Expense download" in tool window Select date range, and click "Request" After progre...