Content Setup Company                        Company Information Calendar Payments Deductions Profiles Pension Providers Banks Departments Cost Centres Setup Employee                        Personal Tax Cumulative Payments Deductions Earnings Notes General Absence Payroll...

Content: General Information Design Mode Vs Running Mode Design Workspace Data Workspace Script Workspace Calc Workspace Hands-On Practicals Add Contact Details to Aged Analysis Report Add Trader User field to Delivery...

Content: Customer Allocations Document Approval Payments to Suppliers SEPA (SCTs and SDDs) Bank Lodgements Point of Sale (POS) Credit Cards Bank Internal Transfers Bank Reconciliation Foreign Currency Monthly Procedures VAT...

Content: Pipelines Quotations CRM Special Prices Discounts Margin Control Grid Views for Managers Cloud Client Manager Targets (Budgets) Sales Reports Telesales / Opportunities The Manager Record

Content: Fiscal Year Structures NL Tree Structure Setting Nominal Accounts Reports Using NL Extracts Nominal Extracts Departments Monthly Procedures Amendments, Accruals, and Cost Receipt Dockets End of Year Procedure Fences

Content: Company settings Customer settings User Privileges Grid Views for Credit Controller Reports for Credit Control Service Charges Collecting Payments – grid views to help Debtors Letters Available Recording Contacts

Content: Customer Evaluation Identify Customer Drop Off Managing Customer Care Cross Selling Identify Opportunities Customer Special Prices Collecting Payments – grid views to help Marketing: Emailing and Mail Merging Customer...

Content: Product Groups Product Settings Barcodes UOMs Stock Quantities And Values Setting Prices & Price Lists Stock Re-Ordering Stock Taking Kiosks (Goods In / Goods Out / Stock Take) Warehouse...

Content: Basics of Stock Management Batch Management Traceability Kits BOMs Assembly, Sub-Assembly, Disassembly (Product Converters) Production Cost Estimation Grid Views – Completed Products / Awaiting Production Actual V’s Planned Production Comparison