Table of Contents Alphabetised

Information

• Reference pages explain the interfaces (e.g. fields, filters, and buttons), required settings and information about the module.

• Tutorials provide step-by-step instructions on how to perform a task.

• Setup Tutorials provide the setup steps to activate a function.

• Process Guides provide in-depth information about a process. 

A

Account Queries

• Service Manager Tutorial 

Accounting

• Overview

• Reference: Accounts & Categories

• Setup Guide: Accounting & User Settings

• Setup Guide: Categories

• Setup Guide: Chart of Accounts

• Setup Guide: Opening Balances

Approvals and Checklists

• • Reference

Attachments

• Reference

B

Bank Imports

• Reference

• Setup Guide

• Tutorials

Bank Reconciliation

• Reference

• Tutorial

Batch Updates

• • Example and Tutorial

Budgets: Accounting

• Reference

• Tutorials

Budgets: Non-Accounting

• Reference, Settings, Tutorial

C

Cashflow Forecast

• Reference: Cashflow Transactions

• Reference: Cashflow Reports

• Tutorials: Cashflow Transactions

• Tutorials: Cashflow Setup 

• Technical Notes

Change Logs

• Reference

Close Off Dates

• Tutorials

Contacts

• Overview and Settings

Copying Transactions

• Illustrated Reference

Cost Centres

• Reference

Cost of Sales

• • Reference and tutorial on allocating expenses

Currencies

• Settings & Setup Explained

• Setup Guide

• Tutorials

Custom Actions

• Overview

• Creating Actions

• Creating Messages

• SQL & Actions

Custom Reports

• Reference

Customer Age Analysis (includes Customer Statements)

• Reference

• Setup Guide

• Tutorials

Customer Credit Notes

• Example / Overview

• Tutorials

Customer Deposits

• Process Guide

• Tutorials

Customer Invoices

• Example / Overview

• Tutorials

Customer Payments (Direct)

• Reference

• Setup Guide

• Tutorials

Customer Records & Settings

• Reference

• Tutorials

D

Data Types

• Overview

• Assets

• Compounds

• Engineering Data

• Flexo Machines

• Materials 

• Pumps

Debit Orders 

• Setup Tutorial

E

Email

• • Reference

  • Email Stationery

  • Email Templates

Entities

• • Settings and Reference

Estimating

• Overview

• Cost Centres

  • Reference

• Engineering

• Estimate Types

• Flexo Tooling

• General Estimates

• Ring Rollers

F

Financial Statements

• Overview, Settings, Data Pipelines

• Dashboard

  • Reference

  • Tutorial

• Statement of Financial Position

  • Reference

  • Tutorial

• Statement of Profit or Loss

  • Reference

  • Tutorial

• Trial Balance

  • Reference

  • Tutorial

I

Inventory Integrations and Valuations

• Periodic vs Perpetual

• Weighted Average vs Last Price

Inventory Locations

• Reference 

• Tutorials

Inventory Movements

• Reference Pages:

  • Goods Issued, Goods Received, Goods Returned

  • Transfer Issued & Transfer Received

• Tutorials:

  • Goods Issued

    • Views, Customisations

    • Batch Updates & Copying

    • Creating & Editing

  • Goods Received

    • Views, Customisations

    • Creating & Editing

  • Goods Returned

    • Views, Customisations

    • Creating & Editing

  • Transfer Issued

    • Views, Customisations

    • Creating & Editing

  • Transfer Received

    • Views, Customisations

    • Creating & Editing

Inventory Reports

• Accounting

• Batch Items

• Default View

• Inventory Ageing

• Over/Under

• Replenishment

• Serial Numbers

• Settings & Menu Button

• Setup

• Transactions

• Tutorials

Inventory Settings 

• Inventory Settings and Explanations

Item Batch Tracking

• Tutorials

Items Categories

• Reference

• Tutorials

Item Classes

• Reference

• Tutorials

Item Costings

• List View

• Edit View

• Costings: Expanded View

Item Creating and Editing

• Reference

• Tutorials: Creating

• Tutorials: Editing

Item Customisation

• Reference 

• Tutorials

Item Dependencies

• Setting and Overview

Item Settings

• Available Settings

Item Summaries

• Reference

• Tutorials

Item Views (Reports)

• Reference 

• Tutorials

L

Landing Costs

• Allocating Landing Costs and Expenses

Layout

• Reference

Ledger

• Overview: Settings, Transaction Types, Checklists, Data Pipelines

• List Views (Transaction Lists & Detailed Ledger)

• Edit Views (Creating Transactions)

• Tutorials

  • Customers

  • Editing Posted (Read-only) Transactions

  • Forex Transactions

  • Ledger Accounts

  • Transaction Item Views

  • Payroll Transactions

  • Supplier Transactions

  • Transaction Views

  • Trial Errors

Linking Items to Accounts

• Setup Tutorials

M

Material Requirement Planning

• Settings and Reference

Menus

• Settings and Reference

Meter Data

• Reference and Tutorials

Mobile App

• Settings & Reference

• Login & Password Reset Tutorials

• Approvals

  • Reference

  • Tutorials

• Deliveries

  • Reference

  • Tutorials

• Inventory

  • Reference

  • Tutorials

• Production

  • Reference 

  • Tutorials

• Production Planning

  • Reference

  • Tutorials

• Service Manager

  • Reference

  • Tutorials

• Timekeeping

  • Reference

  • Tutorials

Month-End Journals 

• • Tutorials for Periodic Inventory

My Organisation

• • Overview

N

Non-Conformance Reports

• • Reference

  • Tutorials

Notes

• Overview

Notifications

• • Overview and Sales Example

O

Online Library

• Overview and Tutorial

Organigram

• Reference

Output

• Settings and Reference

P

Payment Schedules

• Tutorials

Point of Sale

• Reference

Pricing

• Inventory Prices

  • Reference

  • Tutorials

• Price Lists

  • Reference

• Selling Prices

  • Reference

  • Tutorials

• Service Prices

  • Reference

  • Tutorials

• Supplier Prices

  • Reference

  • Tutorials

• Overview & Settings

Production for the Service Industry

• Reference: Production Board for Services

• Tutorials:

  • Invoice Timekeeping

  • Production Views

  • Projects

  • Tasks & Timekeeping

Production Planning Version 25

• Reference: Settings

• Reference: Planning Stages

• Production Views / Interfaces

  • Board: Reference

  • Dashboard: Reference

  • Gantt: Reference

  • Jobs: Reference

  • Kanban Board: Reference

  • Materials: Reference

  • Outwork: Reference

  • Tasks: Reference

  • Timekeeping: Reference

Production Planning Version 26

• Planning Stages

• Production Views / Interfaces

  • Board

    • Reference

    • Tutorials

  • Dashboard

    • Reference

    • Tutorials

  • Gantt

    • Reference

    • Tutorials

  • Jobs

    • Reference

    • Tutorials

  • Kanban Board

    • Reference

  • Materials

    • Reference

    • Tutorials

  • Outwork

    • Reference

    • Tutorials

  • Tasks

    • Reference

    • Tutorials

  • Timekeeping

    • Reference

    • Tutorials

  • Settings

  • Setup Guide

  • Understanding Production Planning

R

Recurring Transactions

• Explanation & Tutorial

S

Service Manager

• Reference Pages

  • Edit Views

  • List Views

  • Notifications

  • Overview & Settings

  • Projects

  • Reports

  • Setups

  • Timekeeping

• Tutorials

  • Assets

  • Production Suggestions

  • Timekeeping

Settings

• Reference

Shifts

• Reference

Staff

• Reference

Statuses

• Settings and Tutorials

Stock Check

• Settings & Reference

• Tutorials

Supplier Age Analysis (includes Remittance Advices)

• Reference

• Setup Guide

• Tutorials

Supplier Debit Notes

• Tutorials

Supplier Ledger Transactions

• Tutorials

Supplier Payments

• Reference

• Setup Guide

Supplier Portal

• Reference

Supplier Records

• Reference and Settings

T

Timekeeping

• • Reference

  • Tutorials

Tracker App

• Reference: Overview & Setting Up

• Reference: Deliveries

• Reference: Field Service

• Reference: Issue/Receive

• Reference: Production

• Reference Timekeeping

• Setup Tutorial

• Tutorial: Timekeeping (Production)

Transaction Examples

• • Links to all the Transaction Examples

Transaction Extra Datasets

• Overview

Transaction Setup

• Creating & Editing

• Data Pipelines

• Properties

• Setup Guide (Tutorials)

• Transaction General Settings

• Transaction Type Settings

• Transaction User Settings

Transaction Summaries

• Overview of summaries available from the context menu

Transaction Views

• Transaction Summaries (customisation)

• Transaction Edit Views

• Transaction List Views

U

User-defined Fields

• Reference and Example

User Settings

• Accounting & User Settings (Setup Guide)

• Transaction User Settings

• User Settings (Setup Guide)

• User Settings Explained

V

VAT 

• VAT vs Withholding Taxes

• VAT Rate Changes

• VAT Types

VAT Reconciliation

• Reference

• Tutorials

W

Weighbridge (Trekscale)

• Reference and Settings

Work Processes

• Reference

Worktickets

• Reference