General settings

Homepage – you can choose to see the company overview first upon logging in, or go directly to entering sales invoices or transactions. Default list length – defines the number of items displayed on one page (invoices, payments, receipts, etc.). You can choose a list length of 10, 25, 50 […]

Environment settings

In the menu, go to Settings -> Environment settings, where you can configure general rules for the program regarding entry creation (start date for automatic entries, locking, predefined entries), document numbering, and many other options. We will review them in the order they appear in the menu. For some rows, […]

Editing a purchase invoice linked to a payment

If a purchase invoice is partially or fully linked to a payment, the payment(s) must be unlinked from the purchase invoice before making any changes. When selecting the option to edit a paid purchase invoice from the Actions button, the program displays a warning stating that all payments will be […]

Contacts

Partners -> Contacts You can link a contact person to a specific company (client or supplier). Multiple contact persons can be added for the same company. Once a contact person has been entered, you can select their name from a dropdown menu when creating a sales invoice. The view that […]

Production

You can enter a production under Warehouse -> Production. Before doing so, ensure that the necessary items have been created (Warehouse -> Items) and that the correct warehouse is assigned (Warehouse -> Warehouses). The cost of the finished product is based on the cost of the components (raw materials) used […]

Formulas

If a company is engaged in production, formulas can be used to simplify the entry of production. A formula defines the composition of a specific finished product, specifying the raw materials (components) to be used and their quantities. Each formula is linked to one specific finished product – it is […]

Recording VAT paid on imports

When entering the purchase invoice for imported goods, use the VAT type 0% Import on the expense line. Customs broker services are often used when preparing the import customs declaration and paying VAT. The broker issues an invoice covering VAT and customs charges. Instructions for recording the customs broker’s invoice […]