Guides

UI Walkthrough

• Navigation
• Smart KPI & Top N
• Dashboard Gadget (Smart Events)

Documents

• Accruals & Prepayments
• Budgets
• Bank Transactions
• Cash Receipts
• Expenses
• Currency Transfers
• Fixed Asset Depreciation Document (FADD)
• Inventory
• Miscellaneous
• Payroll
• Purchase Invoices & Credit Notes
• Purchase Orders Processing
• Sales Invoices (Services/Products) & Credit Notes
• Timesheets
• VAT Adjustments

Journals

• Journalising
• Journal Corrections

Enquiry

• Document Enquiries
• Account Enquiry
• Ledger Enquiry
• Payment Status
• Audit Viewer
• VAT Detail Enquiry
• Inventory Enquiry
• Item Enquiry

Reports

• Financial Reports
• Aged Analysis
• Statement of Accounts
• Creditor Remittances
• VAT 100 Report
• Making Tax Digital

References

• Bank Account Details
• Creditor Accounts
• Currencies
• Customers
• Debtor Accounts
• Department (Deprecated)
• Expense Types
• Fixed Assets (Deprecated)
• Fixed Assets Register
• General Ledger Accounts
• Item Units
• Items
• Lookup Values
• Personnel
• Projects
• Suppliers
• Time Types
• VAT Rates & Reverse VAT
• Custom Analysis Entities

Processes

• Automatic Bank Reconcilliation
• Manual Bank Reconciliation
• Debits
• Fixed Asset Depreciation Run (FADR)
• Payments
• Payment Reversal
• Revaluation
• Transaction Matching
• Transaction Unmatching

Configuration

• Account Categories
• Attribute Wizard
• Bank Transaction Import Rules
• Company
• Currency Rate Types
• Entity Settings
• Enquiry Filters
• Financial Report Layouts
• Gadgets
• Instance Settings
• Locations
• KPIs
• Ledger Definitions
• Online Financial Institutions
• Payment Profile
• Revaluation Profiles
• Periods
• Roles
• Sharperlight Reports
• Standard Texts
• Terms
• Workflow Groups