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...

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...

Raise capital

Click "Raise capital" in tool window Select date, equity account, bank account, amount, and cl...

Introduction

Create Receivable

View Receivable

Void Receivable

Introduction

Create Customer

Update Customer

View Customer

Customer Performance

Receive Payment

Introduction

Create Payable

View Payable

Void Payable

Introduction

Create Supplier

Update Supplier / Employee

View Supplier / Employee

Pay Supplier / Employee

Introduction

Create Expense

Update Expense

View Expense

Submit Expense

Retract Expense

Approve Expense

Introduction

Create expense

Manage recurring expense

Introduction

Cash Transfer

View Transaction

Reconcile Transaction

Record Dividend

Introduction

Create loan

Update loan

View loan

Record interest

Bad debt

Introduction

Create investment

Update holding

View investment

Introduction

Finance Report

Inventory Report

Outstanding A/P

Outstanding A/R

Introduction

Adjust inventory

Calculate commission

Receivable download

Expense download

Raise capital

Introduction

Adjust inventory

Calculate commission

Receivable download

Expense download

Raise capital

Search Results