online accounting software|online bookkeeping software

8/11/2019 Online Accounting Software|Online Bookkeeping Software

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Home Module

View Ledger Accounts and its balance at themoment you login the system.


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Home Module

You can click on account details to see the subaccounts of the parent account.


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Home Module

In addition, user can check the details of theaccount transactions by clicking the transactionlink.


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icon toggle The left menu to hide or show, by default the left

menu is shown Shown menu


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icon toggle The left menu to hide or show, by default the left

menu is shown Shown menu


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icon toggle idden menu


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Manage Users that!s allow supper user to create or "iew the

system users


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Manage Users You can na"igate to it from this icon on the header #anage users

View users. $elete user. %pdate user details.


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Manage Users &reate new contact 'here you can add a new system user with his details like ()rst

name, last name, password, phone, email, department, address,personal image* and you can check if he is an acti"e user or not.


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Settings 'here super admin can edit the company

settings and the cart of account.


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Settings &ompany settings. 'here super admin can edit company settings

and info.


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Settings &hart of accounts. 'here super admin can manage all the accounts on the company

like (assets, liability, A+, A , etc.*. %ser can )nd account balance and account details, transactions on

that page.


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Settings Account details shows the sub accounts of that parent account

and its details, transactions.


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List menu 'here you can manage Terms, products-ser"ices, transactions

types, and payment methods.


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List menu Terms 'here you can manage, edit, add, or delete a payment terms of

the company.


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List menu Transactions types. 'here super admin can manage, edit, add, or delete the

transactions type.


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List menu ayment methods. 'here super admin can manage, edit, add, or delete the payment

methods.


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List menu roduct and ser"ices. 'here super admin can manage, edit, add, or delete the products

and ser"ices.


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List menu Add new product page where user can add a new product or

ser"ice.


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Tools 'here the admin can access budgeting and Audit log


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Tools udgeting 'here the admin can "iew, edit and delete any budget for certain

pro/ect and create the budget from scratch


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Tools Audit log 'here the admin can see e"erything that has happened in the

company!s transaction.


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E-mail 'here the user can connect to his e0mail and check all the e0mails


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&hat 'here the user can chat with other users or employees eternally

all the chat logs will be sa"ed for monitoring purposes


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Customers

'here user manage all the transactions with the companycustomers like In"oices, estimate, 1uick payments, reminders,memos, and refund.

You can list or create in any of the below from this buttonwhen clicked a drop down menu will appear like below


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Create invoice 'here user can create an in"oice for the customer with the selling

items, terms and price.


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Mange transactions 'here user can see all the in"oices that ha"e been created with

the client related to each in"oice and it &reation date, $ue date,statues and action2.etc


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Mange transactions 'here user can see all the in"oices that ha"e been created with

the client related to each in"oice and it &reation date, $ue date,statues and action2.etc

a. Action 3iled

'here user can action a recei"e payment transaction, send

reminder or in"oice the same client again


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Estimate 'here user can create an estimate for an order that will not e4ect

any ledger account until the user change the estimate into in"oice


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Quick Payment 'here the user can record a payment transaction including the

payment method and the $eposit account that will hold thetransaction


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Send reminder 'here the user can send a certain client a reminder for an in"oice

or any due transaction


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Credit memo 'here the user can setup a credit memo to any client so that it

sa"es on the client ledger account that he has a credit for acertain amount


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Refund receipt 'here the user can issue a refund to the client a creating amount

he paid


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endors

'here the user can "iew all the "endors name, alance, ills andactions from the actions )led you can create a ill, #ake 56penseand purchase order to a certain "endor


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endor !ill 'here the user can create a ill to a certain client an send it to

him to collect the payment


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Make E"pense 'here the user can create a certain payment as an e6pense to a

certain client including the payment method and the account todeduct the amount paid from


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Purc#ase order 'here the user can create a purchasing order to a certain client

that will not e4ect in any ledger account until the order turns intobill


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5mployees 'here the super admin can create as many users as re1uired with

a certain access permission as per his position account type, alsohe can "iew, edit and delete any e6isting user


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$ransactions

'here the user can list all his transaction wither its sales ore6penses, user also can see all the in"oices and bills that ha"ebeen created with the client related to each in"oice or bill and it&reation date, $ue date, statues and action2.etc


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+eports 'here the user can see all the reports the system generated and

there are two types of reports +ecommended reports +ecommended reports are the reports that are most likely are

used and hold all the main data of the company such as the

balance sheet


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+eports All reports All reports lists all the reports that the system generate such as

Accountant +eports &ustom reports 'here the user can choose to generate custom reports with all the

a"ailable ledger accounts


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Cost center

'here the user can "iew, 5dit or create any cost center and linkpro/ects to it


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Sales $a"es

'here the user can list all the ta6es on the system associated withthe ta6 name, Agency, rate percentage and wither its acti"e ornot.

You can edit, "iew and delete any Ta6 created


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Headers

This is an e6tra feature imitating the cost center functionalityhowe"er it!s completely editable as re1uested

online accounting software|online bookkeeping software

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