Contabilidad
Manual de operación de contabilidad en español
Introducción
Accounting dashboard can be found under "Work" menu
Panel de control
Following is an example dashboard There are several major sections; Receivable, Customer, Payab...
Cobrar
Introducción
Following shows a sample window. The chapter describes features available within the window.
Crear cobrar
Click "New receivable" on upper right corner of receivable table Click on title of which recei...
Ver cobrar
Click "View" button on the right of receivable Receivable modal appears
Anular cobrar
Click "Void" button on the right of receivable If no "Void" button, the receivable can not be voi...
Cliente
Introducción
Following shows a sample window. The chapter describes features available within the window.
Crear Cliente
Click "New customer" on upper right corner of customer table Enter customer data, then click "Cr...
Actualizar Cliente
Click "Update" button on the right of customer Update information, then click "Update".
Ver Cliente
Click "View" button on the right of customer Customer modal appears
Rendimiento del cliente
Click "View" button on the right of receivable Performance modal appears
Recibir pago
Click "Receive" button on the right of customer Enter date, bank-account, received-amount, appli...
Pagadero
Introducción
Following shows a sample window. The chapter describes features available within the window.
Crear pagadero
Click "New payable" on upper right corner of payable table Click on title of which payable shoul...
Ver pagadero
Click "View" button on the right of payable Payable modal appears
Anular pagadero
Click "Void" button on the right of payable If no "Void" button, the payable can not be voided. ...
Proveedor
Introducción
Following shows a sample window. The chapter describes features available within the window.
Crear Proveedor
Click "New supplier" on upper right corner of Supplier/Staff table Enter supplier data, then cli...
Actualizar Proveedor
Click "Update" button on the right of supplier Update information, then click "Update".
Ver Proveedor
Click "View" button on the right of supplier Supplier modal appears
Emitir pago
Click "Pay" button on the right of Supplier / Employee Enter date, bank-account, pay-amount, etc...
Cargo
Introducción
Following shows a sample window. The chapter describes features available within the window.
Crear Gasto
Click "New expense" on upper right corner of expense table When expense modal appears, enter all...
Actualizar Gasto
Click "Update" button on the right of expense If no "Update" button, the expense can not be updat...
Ver Gasto
Click "View" button on the right of expense Expense modal appears
Enviar Gasto
Click "Submit" button on the right of expense If no "Submit" button, the expense can not be submi...
Retraer Gasto
Click "Retract" button on the right of expense If no "Retract" button, the expense can not be ret...
Aprobar Gasto
Click "Approve" button on the right of expense When expense modal appears, click "Approve" or "D...
Inventorio
Catálogo de cuentas
Introducción
Following shows a sample window. The chapter describes features available within the window.
Crear cuenta
Click "New chart account" on upper right corner of chart account table Enter chart account dat...
Actualizar cuenta
Click "Update" button on the right of chart account Update information, then click "Update".
Ver transacción
Click "View" button on the right of accounting chart account Update information, then click "U...
Reemplazable
Introducción
Following shows a sample window. The chapter describes features available within the window.
Crear reemplazable
Click "New expendable" on upper right corner of expendable table Enter chart expendable data, ...
Actualizar reemplazable
Click "Update" button on the right of expendable Update information, then click "Update".
Ver reemplazable
Click "View" button on the right of expendable Expendable modal appears.
Informe
Utensil
Introducción
Following shows a sample window. The chapter describes features available within the window.
Ajustar inventario
Click "Adjust inventory" in tool window Update unit price, select an expense account, and clic...
Ajustar consignación
Click "Adjust consignment" in tool window Select appropriate supplier, warehouse Update unit ...
Calcular comisión
Click "Calculate commission" in tool window Follow guided steps to calculate commission. Conf...
Descarga recibidero
Click "Receivable download" in tool window Select date range, and click "Request" After pro...
Descarga gasto
Click "Expense download" in tool window Select date range, and click "Request" After progre...