You can watch the video procedure or follow the instructions below. Instructions 1. Once you click on “Add” in the “Accounting” tab and the “Expenses” subtab, click on “+” next to “Select the supplier.” 2. Enter the name of the … Read More
disbursement
How to Create a New Expense Using an Old Expense as a Template
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Accounting” tab and the “Expenses” subtab. 2. Click on the expense that you want to use as a template. 3. Click on “Add” at … Read More
How to Create a New Invoice Using an Old Invoice as a Template
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Accounting” tab and the “Collections” subtab. 2. Click on the invoice that you want to use as a template. 3. Click on “Add” at … Read More
How to Add a Discount to an Expense
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Accounting” tab and the “Expenses” subtab. 2. Click on the expense to which you want to add a discount. 3. Click on “Edit” at … Read More
How to Pay an Expense
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Accounting” tab and the “Disbursements” subtab. 2. Tick “Previous Balance Due.” 3. Select the month of the expense. 4. Find the expense you want … Read More
How to Delete the Payment of an Expense Wrongly Accounted For
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Accounting” tab and the “Expenses” subtab. 2. Select the month and the supplier of the expense to make the search easier. 3. Find the … Read More
How to Add a Credit Card to a Company
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Data” tab and the “Companies” subtab. 2. Click on the company to which you want to add a credit card and click on “Edit.” … Read More
How to Create a Supplier
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Data” tab and the “Suppliers” subtab. 2. Click on “Add” at the top right. 3. Enter the name of the supplier. 4. Select the … Read More