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会计

会计部门简体中文操作手册

财务

财务部门简体中文操作手册

人资

人资部门简体中文操作手册

产品

产品部门简体中文操作手册

供应商关系

供应商关系部门简体中文操作手册

客户关系

客户部门简体中文操作手册

系统

系统简体中文操作手册

员工

员工简体中文操作手册

装配

装配部门简体中文操作手册

仓库

仓库部门简体中文操作手册

會計

會計部門繁體中文操作手冊

財務

財務部門繁體中文操作手冊

人資

人資部門繁體中文操作手冊

產品

產品部門繁體中文操作手冊

供應商

供應商關係部門繁體中文操作手冊

客戶

客戶部門繁體中文操作手冊

裝配

裝配部門繁體中文操作手冊

倉庫

倉庫部門繁體中文操作手冊

員工

員工繁體中文操作手冊

系統

系統繁體中文操作手冊

Receivable

Finance

Customer

Finance

Payable

Finance

Supplier / Employee

Finance

Expense

Finance

Recurring Expense

Finance

Bank Account

Finance

Loan

Finance

Investment

Finance

Report

Finance

Tool

Finance

Cobrar

Finanzas

Cliente

Finanzas

Pagadero

Finanzas

Proveedor / Personal

Finanzas

Cargo

Finanzas

Gasto recurrente

Finanzas

Cuenta Bancaria

Finanzas

Préstamo

Finanzas

Inversion

Finanzas

Create Document

Employee Document

Click "New Document" on upper right corner of document table When document modal appears, enter all information and click "Create" button

Update Document

Employee Document

Click "Update" button to the right of the document  When document modal appears, update information and click "Update" button    

View Document

Employee Document

Click "View" button to the right of the document  Document modal appears    

Download Document

Employee Document

Click "Download" button to the right of the document to trigger download    

Delete Document

Employee Document

Click "Delete" button to the right of the document When document modal appears, click "Delete" button to confirm deletion  

Introduction

Employee File upload

Following chapter describes file-transfer-related feature Click "File Upload" under Employee menu to access  

File Upload

Employee File upload

Click "Browse file" to select file; then click "Upload" to upload

File Download

Employee File upload

After successful upload, a download link appears.  Please pass the link to file recipient  

Introducción

Empleado Documento

following chapter describes document-related feature Click "Document" under Employee menu to access dashboard Following is a sample of document dashboard The chapter describes features available within the dashboard.    

Create Document

Empleado Documento

Click "New Document" on upper right corner of document table When document modal appears, enter all information and click "Create" button  

Update Document

Empleado Documento

Click "Update" button to the right of the document  When document modal appears, update information and click "Update" button  

View Document

Empleado Documento

Click "View" button to the right of the document Document modal appears  

Download Document

Empleado Documento

Click "Download" button to the right of the document to trigger download  

Delete Document

Empleado Documento

Click "Delete" button to the right of the document When document modal appears, click "Delete" button to confirm deletion  

Introducción

Empleado Gasto

Following chapter describes expense-related feature Any expense goes through life cycle illustrated in following flow-chart.  Blue text denotes action; black text denote status Click "Expense" under Employee menu to access dashboard Following is a sampl...

Crear Gasto

Empleado Gasto

Click "New expense" on upper right corner of expense table When expense modal appears, enter all information and click "Create" button. Click "+ Add line" if needed    

Actualizar Gasto

Empleado Gasto

Click "Update" button on the right of expense If no "Update" button, the expense can not be updated. when expense modal appears, update expense data and click "Update" button Click "+ Add line" if needed  

Ver Gasto

Empleado Gasto

Click "View" button on the right of expense Expense modal appears  

Presentar Gasto

Empleado Gasto

Click "Submit" button on the right of expense If no "Submit" button, the expense can not be submitted. When expense modal appears, click "Submit" button to confirm submission  

Retraer Gasto

Empleado Gasto

Click "Retract" button on the right of expense If no "Retract" button, the expense can not be retracted. When expense modal appears, click "Retract" button to confirm retraction