Getting Started Guide

The purpose of this guide is to show you the sequence we use to enter the demo company information so that you can understand where it comes from and apply the same logic in the evaluation and implementation of the software in your business.

Creatingsales itemsINCOME

Entering our items and initial inventory

Let's start by creating the products we have in inventory with their current stock amounts.

CreatingaccountsCASH

Entering the starting cash balances

Learn how to create cash, bank and credit accounts as well as their starting balances.

EnteringexpensesEXPENSES

Entering recurring business expenses

Learn how to enter recurring expenses such as rent and payment to employees / contractors.

Managingprice listsINCOME

Creating price lists for products and services

Before entering sales you can define prices for different type of customers.

CreatinginvoicesINCOME

Entering sales invoices to customers

Learn how to create and send sales invoices to customers for services or stock products.

Enteringfinancial chargesCASH

Entering financial income and expenses

Learn how to enter bank charges, credit card and loan interest payments as well as financial income from investments.