• How to Create a Customer Reference Book

    In this guide, we will show you how to create a Customer Reference Book within the Finance Module. This feature is optional and you can opt to manually enter a Customer Reference of your choice when adding a Customer. Access: The minimum permissions required to create a Customer Reference Book are found in the Finance Module of Config>Setup>Roles &…

  • How to Create a Petty Cash Folio Book

    In this guide, we will show you how to create a Petty Cash Folio Book within the Finance Module. Access: The minimum permissions required to create an Petty Cash Folio Book are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: None Related Guides:  To begin, go to Module>Finance>Books. Click on the Select Book Types dropdown. Select Petty Cash Folio Books and…

  • How to Create a Receipt Book

    In this guide, we will show you how to create a Receipt Book within the Finance Module. Access: The minimum permissions required to create a Receipt Book are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: None Related Guides:  To begin, go to Module>Finance>Books. Click on the Select Book Types dropdown. Select Receipt Books and click +New. Enter the details…

  • How to Create a Supplier Code Book

    In this guide, we will show you how to create a Supplier Code Book within the Finance Module. This feature is optional and you can opt to manually enter a Supplier Code of your choice when adding a Supplier. Access: The minimum permissions required to create a Supplier Code Book are found in the Finance…

  • How to Create a Sales Invoice/Credit Note Book

    In this guide, we will show you how to create a Sales Invoice/Credit Note Book within the Finance Module. Access: The minimum permissions required to create a Sales Invoice/Credit Note Book are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: None Related Guides:  To begin, go to Module>Finance>Books. Click on the Select Book Types dropdown. Select Sales Invoice/Credit…

  • How to Add a Paying In Slip Book

    In this guide, we will show you how to add a Paying In Slip Book within the Finance Module. Access: The minimum permissions required to add a Paying In Slip Book are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: None Related Guides:  To begin, go to Module>Finance>Books. Click on the Select Book Types dropdown. Select Paying In Slip Books and…

  • How to Add a Cheque Book

    In this guide, we will show you how to add a Cheque Book within the Finance Module. Access: The minimum permissions required to add a Cheque Book are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: None Related Guides:  To begin, go to Module>Finance>Books. Click on the Select Book Types dropdown. Select Cheque Books and click +New. Enter the details of the Cheque Book as…

  • How to Set Up a Supplier for BACS Payments

    In this section, we will show you how to set up a Supplier for BACS Payments within the Finance Module. Access: The minimum permissions required to add Supplier BACS Details are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: In order to set up a Supplier for BACS the Supplier details are required by the Finance…

  • How to Send A Purchase Order

    In this guide, we will show you how to send a Purchase Order within the Finance Module. Access: The minimum permissions required to create a new Purchase Order are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: In order to send a Purchase Order the Purchase Order Settings need to be defined, see How to…

  • How to Add a Supplier

    In this guide, we will show you how to add a Supplier within the Finance Module. Access: The minimum permissions required to add a Supplier are found in the Finance Module of Config>Setup>Roles & Permissions. Pre-requisites: The Finance Module has the option for the system to generate the Supplier Code or for the user to manually…