Apptivo CRM Capabilities - Sales Module Customer Accounts Management
•Download as PPTX, PDF•
0 likes•728 views
Apptivo provides complete Customer Relationship Management functionality through its Sales Module. Accounts section is used to create and manage customer accounts for the organization. An Account contains the customer information such as name and address. Each account can be associated with other records such as Contacts and Opportunities.
Report
Share
Report
Share
Recommended
Odoo 8 tutorial accounting part 1
Basic Configuration of Accounting Module including Fiscal Year define, configure Chart of Accounts, Define Basic Journal Item, Mapping Journal.
Fch5 create manual checks
This document provides instructions for manually creating check information in SAP using transaction code FCH5. The FCH5 transaction allows linking manually issued checks to payment documents. To create a manual check, the user must enter details like the payment document number, company code, fiscal year, house bank, account ID, check number, amount paid, and payee name. Once the fields are filled in, clicking Save will create the check data for the linked payment document. A message confirms the manual check creation.
Odoo 8 tutorial part 2
Basic Odoo configuration includes setting the user's technical features and timezone, creating a company and configuring its name, country, currency and rate, and enabling multi-currencies to allow recording transactions in different currencies. The document provides instructions on configuring the user, company, currency, and multi-currency settings that are essential for setting up and using the Odoo platform.
OpenERP / Odoo Multi currency
This document provides instructions for configuring currencies, accounts, journals, customers, invoices, and payments in Odoo. It outlines steps for setting the company currency and exchange rates for other currencies. It also describes how to create accounts and journals in multiple currencies. The document then explains how to generate and process customer invoices and payments. Finally, it mentions that various accounting reports can be generated in Odoo to view balances, profits/losses, taxes, and other financial information in different currencies.
Fbr2 posting with reference document
This document provides instructions for using a previously posted financial (FI) document as a reference to quickly enter similar general ledger (GL) documents. It describes how to access the post with reference function in SAP, select the reference document, and copy over fields like document number, company code, and fiscal year while manually entering the amounts. The amounts can then be adjusted as needed for each new GL document before saving and posting the entries.
Project time sheets & invoicing in sugar crm
The document provides step-by-step instructions for creating and managing various records in a Sugar CRM system, including projects, project tasks, accounts, contacts, time sheets, and invoices. It outlines how to create each record type, enter the required fields, and link them together. For invoices specifically, it describes searching for time sheets by date and project, selecting tasks to invoice, adding the time sheet lines, and generating an invoice report in PDF format.
Case study
This document contains SQL statements to:
1. Create and modify tables to store customer and account information with various data types and constraints.
2. Insert sample data into the tables.
3. Update, modify, and delete records in the tables.
4. Write SELECT queries to retrieve and filter data from the tables including basic queries, joins, and subqueries.
Fico interview questions set 7
The document contains questions and answers related to SAP FI (Financial Accounting) module. It covers topics like the elements of R/3 system, data storage in SAP, ASAP methodology milestones, mySAP.com elements, transaction codes, document types, number ranges, posting keys, tax configuration, consolidation, and more.
Recommended
Odoo 8 tutorial accounting part 1
Basic Configuration of Accounting Module including Fiscal Year define, configure Chart of Accounts, Define Basic Journal Item, Mapping Journal.
Fch5 create manual checks
This document provides instructions for manually creating check information in SAP using transaction code FCH5. The FCH5 transaction allows linking manually issued checks to payment documents. To create a manual check, the user must enter details like the payment document number, company code, fiscal year, house bank, account ID, check number, amount paid, and payee name. Once the fields are filled in, clicking Save will create the check data for the linked payment document. A message confirms the manual check creation.
Odoo 8 tutorial part 2
Basic Odoo configuration includes setting the user's technical features and timezone, creating a company and configuring its name, country, currency and rate, and enabling multi-currencies to allow recording transactions in different currencies. The document provides instructions on configuring the user, company, currency, and multi-currency settings that are essential for setting up and using the Odoo platform.
OpenERP / Odoo Multi currency
This document provides instructions for configuring currencies, accounts, journals, customers, invoices, and payments in Odoo. It outlines steps for setting the company currency and exchange rates for other currencies. It also describes how to create accounts and journals in multiple currencies. The document then explains how to generate and process customer invoices and payments. Finally, it mentions that various accounting reports can be generated in Odoo to view balances, profits/losses, taxes, and other financial information in different currencies.
Fbr2 posting with reference document
This document provides instructions for using a previously posted financial (FI) document as a reference to quickly enter similar general ledger (GL) documents. It describes how to access the post with reference function in SAP, select the reference document, and copy over fields like document number, company code, and fiscal year while manually entering the amounts. The amounts can then be adjusted as needed for each new GL document before saving and posting the entries.
Project time sheets & invoicing in sugar crm
The document provides step-by-step instructions for creating and managing various records in a Sugar CRM system, including projects, project tasks, accounts, contacts, time sheets, and invoices. It outlines how to create each record type, enter the required fields, and link them together. For invoices specifically, it describes searching for time sheets by date and project, selecting tasks to invoice, adding the time sheet lines, and generating an invoice report in PDF format.
Case study
This document contains SQL statements to:
1. Create and modify tables to store customer and account information with various data types and constraints.
2. Insert sample data into the tables.
3. Update, modify, and delete records in the tables.
4. Write SELECT queries to retrieve and filter data from the tables including basic queries, joins, and subqueries.
Fico interview questions set 7
The document contains questions and answers related to SAP FI (Financial Accounting) module. It covers topics like the elements of R/3 system, data storage in SAP, ASAP methodology milestones, mySAP.com elements, transaction codes, document types, number ranges, posting keys, tax configuration, consolidation, and more.
Fch3 void checks
This document provides instructions for voiding unused checks in the SAP system. It describes how to void a check that was accidentally damaged before being used for payment. The steps are to access transaction code FCH3 for voiding unused checks, enter the relevant company code, bank, account, and check number, select the void reason code of "Destroyed/unusable", and click the Void button to complete the process. This voids the check so it cannot be used for payment.
Fb03 gl document display
This document provides instructions for displaying a previously posted financial document in SAP. It outlines the steps to search for a document by fiscal year, document type, and posting date. Once a document is found, it can be displayed to view details like document headers and currency. The displayed document can then be printed or exported to Microsoft Excel.
Erp ppt119 updates
We are in business of IT and IT Related Services, like Training, Software Development, Web Development, Consultancy, Placements, Digital Marketing and website designing, customization, implementation, maintenance and dealing in computer software and solutions. Provide you very best service. Our product is profitable for your business.
Kalc co reconciliation with fi
This document provides instructions for reconciling postings between the financial accounting (FI) and cost accounting (CO) modules in SAP. It describes using transaction code KALC to generate reconciliation postings that transfer cross-company or cross-functional area postings made in CO to FI. The user runs KALC for a specified company code, period, and fiscal year to create reconciliation documents, which can then be viewed and modified using transaction code FB03.
F.05 foreign currency valuation
1. The document describes the process for performing a foreign currency valuation in SAP, which includes valuing foreign currency balances, open items, and transactions.
2. The key steps are selecting the company code and evaluation date, choosing the valuation method and area, executing the valuation to create valuation documents, and posting the documents by processing the batch input session.
3. The valuation values foreign currency accounts, open items, and transactions in either the local currency or a parallel currency using defined exchange rates.
financial statements & trial balance
This document provides instructions for generating a financial statement report in SAP for a specified company code and time period. It describes how to run transaction code S_ALR_87012284 to generate a balance sheet and profit and loss statement. Key steps include defining the financial statement version, entering the company code, reporting year and periods, and making selections for output controls like the balance sheet type and summary report level. The transaction code allows generating the required financial reports.
Fico interview questions set 15
The document provides an overview of SAP's mySAP business suite and key financial accounting concepts and configurations in SAP. It discusses SAP's product strategy, the components of mySAP business suite, navigation and transactions in SAP, organizational structures like company codes and charts of accounts, master data including general ledger, customer, and vendor accounts, and basic accounting configurations including fiscal year variants, currencies, and exchange rates. It also addresses document principles, procurement processes, asset accounting, and consolidation requirements.
Kwanzoo Cloud Connector Step by Step Guide Drop Data Into Eloqua Contact Records
Step by Step Configuration Guide for the Kwanzoo Cloud Connector, that integrates with Eloqua E9 and E10. This guide specifically covers engaging and gathering prospect data in lead forms, progressively profiling prospects with polls and capturing data back inside Eloqua contact records..
Apptivo CRM Capabilities - Managing Leads
Apptivo provides complete Customer Relationship Management functionality through its Sales Module.
Sales module implements functions of lead generation, opportunity conversion, order placement, order scheduling, shipping, invoicing.
Leads refer to an individual or organization that shows interest in your firm’s services by responding through direct marketing channels like advertisements.
How to enable analytical accounting in odoo 13
In Odoo 13 Analytic Account mainly used for costing purposes. Odoo 13 Analytical Accounting uses businesses to track and record for their budgeting and financial statements.
E - BUSINESS AND ACCOUNTING.
This document provides information about configuring Tally accounting software. It discusses the different configuration options in Tally including general configuration, numeric symbols, accounts/inventory info, and voucher entry options. It also covers security and access control settings in Tally as well as how to work with Tally by creating companies, groups, ledgers, and entering transactions. The document provides step-by-step instructions and explanations for configuring various elements of the Tally software.
TALLY.pptx for Beginners to study about the basics
This document is a project report submitted by Ashish Shukla for his B.Com degree. It analyzes the accounting software Tally. The report expresses gratitude to the project guide and others for their support. It then provides an overview of Tally's features and capabilities for accounting and inventory management. The report also describes how to set up a new company and ledgers in Tally and explains the accounting process that Tally supports.
Budget management in odoo
In Odoo Budget management is used to know your financial status against the planned financial details. Budget management plays an important role in the success of any business.
tally.erp9
This document provides an overview of the features and functionality of the Tally accounting software. It explains how to start up Tally and create a new company. It also describes how to create account heads, accounting masters like groups, ledgers and voucher types. Instructions are provided for creating inventory masters like stock groups, items and units of measure. The document outlines how to enter various accounting vouchers and inventory vouchers. It also summarizes how to generate key reports in Tally like the trial balance, profit and loss statement, balance sheet, cash flow statement and ratio analysis.
tallyppt
This document provides an overview of how to use Tally accounting software. It outlines how to create a new company, set up accounts and masters, enter transactions using various vouchers, generate reports like trial balance, profit and loss statement, and balance sheet. It also describes how to create inventory masters, enter inventory transactions using stock journals, and generate inventory reports. The document serves as a user guide for getting started with the basic functions in Tally.
CP_20CP531_U2_S4_Pr.pptx
This document provides an overview of using Tally accounting software to teach a course on accounting and inventory management. It discusses the objectives of the course, which are to understand how to use Tally and create groups, ledgers, and vouchers to computerize accounts and inventory. It then covers how to create, display, and alter groups and ledgers in Tally, which are necessary components for recording transactions in the accounting software. The document is intended as a presentation for the course to explain the key concepts and steps for setting up and using Tally.
Sugar crm community edition presentation
SugarCRM Community Edition provides 16 core modules for managing customer relationships and business processes. The modules include Accounts, Contacts, Opportunities, Leads, Calendar, Documents, Emails, Campaigns, Calls, Meetings, Tasks, Notes, Cases, Targets, and Target Lists. Each module allows users to create and manage specific record types like customers, leads, tasks, emails and more. The Home page displays customizable dashlets with information related to activities and records assigned to the user.
SAP ERP S4HANAFinanceMOTIVATIONThis material is an.docx
SAP ERP: S/4HANA
Finance
MOTIVATION
This material is an introduction to SAP S/4HANA financial functionality. It is aimed at students at universities and other educational institutions with limited experience with accounting
It can be used in the classroom or for self-study.
On completion of the course, students will be able to understand the basic concepts general ledger accounting.
The material also serves as a reference for occasional users of SAP systems.
LEARNING METHOD
The learning method used is “guided learning.” The benefit of this method is that knowledge is imparted quickly. Students also acquire practical skills and competencies. As with an exercise, this method explains a process or procedure in detail using the GBI case study
Exercises at the end enable students to put their knowledge into practice.Product
SAP S/4HANA
Level
Introductory
Focus
ERP Systems- Finance
Author
Dr. Paul Hawking
Dr. Susan Foster
Reviewed by
Urooj R. Khan
Version 1.2019
Table of Contents
Introduction3
Accounting3
Financial Accounting3
Process Overview4
General Ledger Master Records5
Task 1: Display the Chart of Accounts6
Task 2: The Chart of Accounts Applied to the General Ledger9
Task 3: Display General Ledger Account11
Task 4: Post Transfer of Funds to Alternate Bank Account13
Task 5: Display G/L Account Balance17
(a) Adding a Fiori Tile:17
(b) Displaying Account Balances:18
(c) Displaying Accounting Documents21
Task 6: Displaying Journal Entries22
Task 7: Post Purchase of Office Supplies24
Task 8: Display General Ledger Account Balances27
IntroductionScenario
Global Bikes Inc (GBI) was founded in 2001 following the merger of two bicycle manufacturers, one based in the US and the other in Germany. GBI has three lines of business: deluxe and professional touring bikes, men’s and women’s off-road bikes, and bike accessories. GBI sells its bikes to a network of specialized dealers throughout the world, and it procures its raw materials from a variety of suppliers globally.
GBI has two manufacturing facilities, one in the US and one in Germany. It also has three additional warehouses, two in the US and one in Germany. GBI has more than 100 employees globally. The organization uses SAP ERP to support its processes. The company has a new bicycle for sale- Mongoose Mountain Bike.
Accounting
The function of accounting is to provide financial documentation and information for an enterprise and other interested parties that are associated with it. There are basically two types of accounting:
· External accounting is oriented more towards satisfying the information requirements of external parties. This is referred to as Financial Accounting (FI).
· Internal accounting meets the reporting demands of internal enterprise groups. This is referred to as Cost Accounting (CO).
External Reporting
External Accounting
Internal Accounting
Product Cost s
Internal Reporting
Cost Centres
Profit Centres
Profit Margins
Retained Earnings
Liquidity Calc’n
Prof.
Odoo 13 chart of accounts
A Chart of Accounts is a listing of all accounts used in the general ledger of an organization. It provides a complete listing of every account in an accounting system.
Odoo 13 Accounting | Budget | Assets | Accounting Reports
Odoo Accounting allows users to generate various reports, manage budgets, track assets, and perform accounting activities like recording transactions. Key reports include profit and loss, balance sheet, cash flow, and aged receivables/payables. Budgets can be defined based on criteria and compared to actuals. Assets management tracks purchases and sales of fixed assets and computes depreciation.
peachtree-accounting.pdf
A secure communication’s channel between your computer and a server is called a VPN (Virtual Private Network). A VPN encrypts any data passing through it.
The VPN’s components are what makes it work:
Encryption and Security protocols - by creating a secure connection and affecting the type of data encryption, the VPN protects any data passing through the server.
Server - while using a VPN, your data is sent to the VPN server, and only afterwards - What is IP address?
An IP address, or simply an "IP," is a unique address that identifies a device on the Internet or a local network. It allows a system to be recognized by other systems connected via the Internet protocol. There are two primary types of IP address formats used today — IPv4 and IPv6.
What is a VPN
A secure communication’s channel between your computer and a server is called a VPN (Virtual Private Network). A VPN encrypts any data passing through it.
The VPN’s components are what makes it work:
Encryption and Security protocols - by creating a secure connection and affecting the type of data encryption, the VPN protects any data passing through the server.
Server - while using a VPN, your data is sent to the VPN server, and only afterwards - to the resource you are looking for.
It’s pretty simple - the request you sent hits the server of the resource, but your data (information) can only be moved between your device and the VPN server, which also passes through a secure communication’s channel, so that the server you are requesting cannot receive any information about you.
When connecting to a VPN, your ISP cannot decrypt the data itself or track the websites you visit, but it can only track encrypted traffic coming to the VPN server.
Most often, VPN is used to protect confidential information (electronic correspondence, online banking) and to view blocked sites from anywhere.
VPN is also used to hide the real location by changing your IP address, which changes according to the server you are connected to.
Why it's important to use VPN?
The Internet has become a vital part of our everyday lives; we keep our information, our media, our property in a supposedly “safe” place.
So what happens when our private data’s security is compromised? Or when strangers can access all that we keep sealed and locked?
It is clear that you need to have your own security network. You need to have a VPN.
A technology that allows you to generate a connection between two or more computers or servers through another network is called VPN (Virtual Private Network).
Using encryption and cryptography makes the security level in the core network irrelevant, allowing you to use even public Internet for the connection.
Having a VPN makes your life much easier: You can keep your activity online to yourself, protecting yourself from any prying eyes. You can connect to any public WiFi network without being vulnerable to various hackers trying to steal your information. You can access worldwide content, withdr
Tally.ERPp Features.
This document provides an overview of Tally accounting software features. It discusses Tally's origins in India and its founders. Key features covered include user classifications (Silver for single-user, Gold for multi-user), activation forms, general features, accounting features like comprehensive accounting system, categorization of accounts, audit trail and drill down capabilities, extracting reports, and bank reconciliation. Inventory features discussed are stock groups, physical stock position, stock transfers, multiple godowns, price lists, and tracking through receipts/delivery notes. The document also touches on accounting and inventory management integration in Tally and summarizes the covered points.
More Related Content
What's hot
Fch3 void checks
This document provides instructions for voiding unused checks in the SAP system. It describes how to void a check that was accidentally damaged before being used for payment. The steps are to access transaction code FCH3 for voiding unused checks, enter the relevant company code, bank, account, and check number, select the void reason code of "Destroyed/unusable", and click the Void button to complete the process. This voids the check so it cannot be used for payment.
Fb03 gl document display
This document provides instructions for displaying a previously posted financial document in SAP. It outlines the steps to search for a document by fiscal year, document type, and posting date. Once a document is found, it can be displayed to view details like document headers and currency. The displayed document can then be printed or exported to Microsoft Excel.
Erp ppt119 updates
We are in business of IT and IT Related Services, like Training, Software Development, Web Development, Consultancy, Placements, Digital Marketing and website designing, customization, implementation, maintenance and dealing in computer software and solutions. Provide you very best service. Our product is profitable for your business.
Kalc co reconciliation with fi
This document provides instructions for reconciling postings between the financial accounting (FI) and cost accounting (CO) modules in SAP. It describes using transaction code KALC to generate reconciliation postings that transfer cross-company or cross-functional area postings made in CO to FI. The user runs KALC for a specified company code, period, and fiscal year to create reconciliation documents, which can then be viewed and modified using transaction code FB03.
F.05 foreign currency valuation
1. The document describes the process for performing a foreign currency valuation in SAP, which includes valuing foreign currency balances, open items, and transactions.
2. The key steps are selecting the company code and evaluation date, choosing the valuation method and area, executing the valuation to create valuation documents, and posting the documents by processing the batch input session.
3. The valuation values foreign currency accounts, open items, and transactions in either the local currency or a parallel currency using defined exchange rates.
financial statements & trial balance
This document provides instructions for generating a financial statement report in SAP for a specified company code and time period. It describes how to run transaction code S_ALR_87012284 to generate a balance sheet and profit and loss statement. Key steps include defining the financial statement version, entering the company code, reporting year and periods, and making selections for output controls like the balance sheet type and summary report level. The transaction code allows generating the required financial reports.
Fico interview questions set 15
The document provides an overview of SAP's mySAP business suite and key financial accounting concepts and configurations in SAP. It discusses SAP's product strategy, the components of mySAP business suite, navigation and transactions in SAP, organizational structures like company codes and charts of accounts, master data including general ledger, customer, and vendor accounts, and basic accounting configurations including fiscal year variants, currencies, and exchange rates. It also addresses document principles, procurement processes, asset accounting, and consolidation requirements.
Kwanzoo Cloud Connector Step by Step Guide Drop Data Into Eloqua Contact Records
Step by Step Configuration Guide for the Kwanzoo Cloud Connector, that integrates with Eloqua E9 and E10. This guide specifically covers engaging and gathering prospect data in lead forms, progressively profiling prospects with polls and capturing data back inside Eloqua contact records..
What's hot (8)
Kwanzoo Cloud Connector Step by Step Guide Drop Data Into Eloqua Contact Records
Kwanzoo Cloud Connector Step by Step Guide Drop Data Into Eloqua Contact Records
Similar to Apptivo CRM Capabilities - Sales Module Customer Accounts Management
Apptivo CRM Capabilities - Managing Leads
Apptivo provides complete Customer Relationship Management functionality through its Sales Module.
Sales module implements functions of lead generation, opportunity conversion, order placement, order scheduling, shipping, invoicing.
Leads refer to an individual or organization that shows interest in your firm’s services by responding through direct marketing channels like advertisements.
How to enable analytical accounting in odoo 13
In Odoo 13 Analytic Account mainly used for costing purposes. Odoo 13 Analytical Accounting uses businesses to track and record for their budgeting and financial statements.
E - BUSINESS AND ACCOUNTING.
This document provides information about configuring Tally accounting software. It discusses the different configuration options in Tally including general configuration, numeric symbols, accounts/inventory info, and voucher entry options. It also covers security and access control settings in Tally as well as how to work with Tally by creating companies, groups, ledgers, and entering transactions. The document provides step-by-step instructions and explanations for configuring various elements of the Tally software.
TALLY.pptx for Beginners to study about the basics
This document is a project report submitted by Ashish Shukla for his B.Com degree. It analyzes the accounting software Tally. The report expresses gratitude to the project guide and others for their support. It then provides an overview of Tally's features and capabilities for accounting and inventory management. The report also describes how to set up a new company and ledgers in Tally and explains the accounting process that Tally supports.
Budget management in odoo
In Odoo Budget management is used to know your financial status against the planned financial details. Budget management plays an important role in the success of any business.
tally.erp9
This document provides an overview of the features and functionality of the Tally accounting software. It explains how to start up Tally and create a new company. It also describes how to create account heads, accounting masters like groups, ledgers and voucher types. Instructions are provided for creating inventory masters like stock groups, items and units of measure. The document outlines how to enter various accounting vouchers and inventory vouchers. It also summarizes how to generate key reports in Tally like the trial balance, profit and loss statement, balance sheet, cash flow statement and ratio analysis.
tallyppt
This document provides an overview of how to use Tally accounting software. It outlines how to create a new company, set up accounts and masters, enter transactions using various vouchers, generate reports like trial balance, profit and loss statement, and balance sheet. It also describes how to create inventory masters, enter inventory transactions using stock journals, and generate inventory reports. The document serves as a user guide for getting started with the basic functions in Tally.
CP_20CP531_U2_S4_Pr.pptx
This document provides an overview of using Tally accounting software to teach a course on accounting and inventory management. It discusses the objectives of the course, which are to understand how to use Tally and create groups, ledgers, and vouchers to computerize accounts and inventory. It then covers how to create, display, and alter groups and ledgers in Tally, which are necessary components for recording transactions in the accounting software. The document is intended as a presentation for the course to explain the key concepts and steps for setting up and using Tally.
Sugar crm community edition presentation
SugarCRM Community Edition provides 16 core modules for managing customer relationships and business processes. The modules include Accounts, Contacts, Opportunities, Leads, Calendar, Documents, Emails, Campaigns, Calls, Meetings, Tasks, Notes, Cases, Targets, and Target Lists. Each module allows users to create and manage specific record types like customers, leads, tasks, emails and more. The Home page displays customizable dashlets with information related to activities and records assigned to the user.
SAP ERP S4HANAFinanceMOTIVATIONThis material is an.docx
SAP ERP: S/4HANA
Finance
MOTIVATION
This material is an introduction to SAP S/4HANA financial functionality. It is aimed at students at universities and other educational institutions with limited experience with accounting
It can be used in the classroom or for self-study.
On completion of the course, students will be able to understand the basic concepts general ledger accounting.
The material also serves as a reference for occasional users of SAP systems.
LEARNING METHOD
The learning method used is “guided learning.” The benefit of this method is that knowledge is imparted quickly. Students also acquire practical skills and competencies. As with an exercise, this method explains a process or procedure in detail using the GBI case study
Exercises at the end enable students to put their knowledge into practice.Product
SAP S/4HANA
Level
Introductory
Focus
ERP Systems- Finance
Author
Dr. Paul Hawking
Dr. Susan Foster
Reviewed by
Urooj R. Khan
Version 1.2019
Table of Contents
Introduction3
Accounting3
Financial Accounting3
Process Overview4
General Ledger Master Records5
Task 1: Display the Chart of Accounts6
Task 2: The Chart of Accounts Applied to the General Ledger9
Task 3: Display General Ledger Account11
Task 4: Post Transfer of Funds to Alternate Bank Account13
Task 5: Display G/L Account Balance17
(a) Adding a Fiori Tile:17
(b) Displaying Account Balances:18
(c) Displaying Accounting Documents21
Task 6: Displaying Journal Entries22
Task 7: Post Purchase of Office Supplies24
Task 8: Display General Ledger Account Balances27
IntroductionScenario
Global Bikes Inc (GBI) was founded in 2001 following the merger of two bicycle manufacturers, one based in the US and the other in Germany. GBI has three lines of business: deluxe and professional touring bikes, men’s and women’s off-road bikes, and bike accessories. GBI sells its bikes to a network of specialized dealers throughout the world, and it procures its raw materials from a variety of suppliers globally.
GBI has two manufacturing facilities, one in the US and one in Germany. It also has three additional warehouses, two in the US and one in Germany. GBI has more than 100 employees globally. The organization uses SAP ERP to support its processes. The company has a new bicycle for sale- Mongoose Mountain Bike.
Accounting
The function of accounting is to provide financial documentation and information for an enterprise and other interested parties that are associated with it. There are basically two types of accounting:
· External accounting is oriented more towards satisfying the information requirements of external parties. This is referred to as Financial Accounting (FI).
· Internal accounting meets the reporting demands of internal enterprise groups. This is referred to as Cost Accounting (CO).
External Reporting
External Accounting
Internal Accounting
Product Cost s
Internal Reporting
Cost Centres
Profit Centres
Profit Margins
Retained Earnings
Liquidity Calc’n
Prof.
Odoo 13 chart of accounts
A Chart of Accounts is a listing of all accounts used in the general ledger of an organization. It provides a complete listing of every account in an accounting system.
Odoo 13 Accounting | Budget | Assets | Accounting Reports
Odoo Accounting allows users to generate various reports, manage budgets, track assets, and perform accounting activities like recording transactions. Key reports include profit and loss, balance sheet, cash flow, and aged receivables/payables. Budgets can be defined based on criteria and compared to actuals. Assets management tracks purchases and sales of fixed assets and computes depreciation.
peachtree-accounting.pdf
A secure communication’s channel between your computer and a server is called a VPN (Virtual Private Network). A VPN encrypts any data passing through it.
The VPN’s components are what makes it work:
Encryption and Security protocols - by creating a secure connection and affecting the type of data encryption, the VPN protects any data passing through the server.
Server - while using a VPN, your data is sent to the VPN server, and only afterwards - What is IP address?
An IP address, or simply an "IP," is a unique address that identifies a device on the Internet or a local network. It allows a system to be recognized by other systems connected via the Internet protocol. There are two primary types of IP address formats used today — IPv4 and IPv6.
What is a VPN
A secure communication’s channel between your computer and a server is called a VPN (Virtual Private Network). A VPN encrypts any data passing through it.
The VPN’s components are what makes it work:
Encryption and Security protocols - by creating a secure connection and affecting the type of data encryption, the VPN protects any data passing through the server.
Server - while using a VPN, your data is sent to the VPN server, and only afterwards - to the resource you are looking for.
It’s pretty simple - the request you sent hits the server of the resource, but your data (information) can only be moved between your device and the VPN server, which also passes through a secure communication’s channel, so that the server you are requesting cannot receive any information about you.
When connecting to a VPN, your ISP cannot decrypt the data itself or track the websites you visit, but it can only track encrypted traffic coming to the VPN server.
Most often, VPN is used to protect confidential information (electronic correspondence, online banking) and to view blocked sites from anywhere.
VPN is also used to hide the real location by changing your IP address, which changes according to the server you are connected to.
Why it's important to use VPN?
The Internet has become a vital part of our everyday lives; we keep our information, our media, our property in a supposedly “safe” place.
So what happens when our private data’s security is compromised? Or when strangers can access all that we keep sealed and locked?
It is clear that you need to have your own security network. You need to have a VPN.
A technology that allows you to generate a connection between two or more computers or servers through another network is called VPN (Virtual Private Network).
Using encryption and cryptography makes the security level in the core network irrelevant, allowing you to use even public Internet for the connection.
Having a VPN makes your life much easier: You can keep your activity online to yourself, protecting yourself from any prying eyes. You can connect to any public WiFi network without being vulnerable to various hackers trying to steal your information. You can access worldwide content, withdr
Tally.ERPp Features.
This document provides an overview of Tally accounting software features. It discusses Tally's origins in India and its founders. Key features covered include user classifications (Silver for single-user, Gold for multi-user), activation forms, general features, accounting features like comprehensive accounting system, categorization of accounts, audit trail and drill down capabilities, extracting reports, and bank reconciliation. Inventory features discussed are stock groups, physical stock position, stock transfers, multiple godowns, price lists, and tracking through receipts/delivery notes. The document also touches on accounting and inventory management integration in Tally and summarizes the covered points.
Chapter three exploring peachtree complete accounting
This document covers exploring Peachtree Complete Accounting software. It discusses using the software to perform tasks like selling goods and services, purchasing goods and services, managing inventory, and paying employees. It also covers using reports to make business decisions. Reports can be accessed through the Reports and Forms menu and show information about accounts receivable, customers lists, and other areas. The document provides instructions for printing, displaying, emailing, and customizing reports. It also includes sample multiple choice questions about using purchase orders, adding vendors, and issuing returns to vendors in Peachtree.
SAP - General Ledger Account
The document provides training on SAP finance functions including:
[1] Processing general ledger accounts at both central and mass levels, including required fields.
[2] Entering and processing general ledger account documents and transactions like modifications, reversals and clearings.
[3] Displaying account balances and individual items, as well as clearing accounts and obtaining reports like trial balances and financial statements.
Stock inventory Management Project
The document describes a stock inventory management system software project. The project aims to develop a software program that can efficiently maintain ledger accounts, income/expenses accounts, and sales/purchases for a trade firm. The system provides facilities like creating ledgers and items, updating accounts, and generating reports like balance sheets. It has a strong database and the ability to view all accounts and details in reports, helping users manage inventory systematically.
Css registration guide
The document provides instructions for managing Fortinet support accounts, registering products and licenses, and accessing support services. It covers how to create a new support account, log in, view and edit account details. It also describes how main account holders can create and manage sub-accounts, and change passwords. Instructions are provided for recovering lost account IDs and passwords. The document also guides users on how to register various Fortinet products and licenses, and link devices and modules. It includes steps for activating Fortiguard trials and viewing asset reports.
Specification of Troyee software
This document provides specifications for the Troyee accounting, inventory, and manufacturing software. It summarizes the major modules, basic features, and reports available in the software. The software allows for integrated accounting across modules, multiple company and branch management, inventory tracking, manufacturing, and comprehensive financial reporting capabilities. It provides features such as user access controls, data backup and restoration, and support for multiple currencies and locations.
Tallerp9notesandpracticebook 161213092228
Tally is accounting software used to record transactions and prepare financial statements. It has several key features like managing single or multiple groups of accounts, storing account details, and securely generating financial reports like balance sheets with daily transaction entries. The document then explains the basic types of accounts, the opening screen layout in Tally, how to create a new company, configure company options, and create single or multiple groups of accounts to categorize transactions.
Similar to Apptivo CRM Capabilities - Sales Module Customer Accounts Management (20)
TALLY.pptx for Beginners to study about the basics
TALLY.pptx for Beginners to study about the basics
SAP ERP S4HANAFinanceMOTIVATIONThis material is an.docx
SAP ERP S4HANAFinanceMOTIVATIONThis material is an.docx
Odoo 13 Accounting | Budget | Assets | Accounting Reports
Odoo 13 Accounting | Budget | Assets | Accounting Reports
Chapter three exploring peachtree complete accounting
Chapter three exploring peachtree complete accounting
More from Puneet Yamparala
Tax extension just in case
An estimated seventy eight percent of all small business owners are self-employed. The business taxes are tied to the personal tax returns for most of the small businesses that are not corporations. That means, most of the small business owners pay their personal income taxes on their share of business profits.
Upcoming small business events
The document lists and describes several upcoming small business events between March and June 2012 in the United States. These events include conferences on topics like social media marketing, networking opportunities to share business ideas and techniques, and business matchmaking events to help small businesses secure contracts. Attending such small business events is recommended for starting, running, and growing a business through networking, advertising, and learning from industry experts.
How mobile apps help boost your business
The document discusses how mobile apps can help boost businesses. It provides examples such as using apps to brand a business with logos and mission statements. Apps allow accessing files and folders while traveling to manage customers better. They make it easy to process payments for freelancers and track billable time. Apps also help keep in constant touch with customers and send them regular updates. They allow collecting accurate data through surveys. The document concludes that mobile devices and apps increase productivity and businesses should adopt this technology.
5 ways to grow sales through renewed channels
The document provides 5 ways for businesses to grow sales through renewed channels. The ways are: 1) Get referrals from existing satisfied customers; 2) Ask existing customers about their experience with your marketing to improve it; 3) Simplify the process of hiring you to make it easier for customers; 4) Get your business online to streamline operations and potentially reach more customers; 5) Use testimonials and success stories from satisfied past customers in your marketing. The key is to focus on boosting sales by leveraging existing customers and improving marketing based on their feedback.
Creating a simplified business plan
This document provides a simplified outline for creating a business plan. It explains that a business plan answers questions for lenders and investors and includes an executive summary, company description, product/service description, market analysis, strategy and implementation, web plan, management team, and financial analysis. The document stresses that the business plan is the core roadmap for a business and should receive detailed attention.
5 tips for selling a business
1. Establish the value of your business using formulas that consider assets, cash flow, revenue, growth and other factors.
2. Determine the true financials of your business to reflect its real value beyond legally reduced profits for tax purposes.
3. Consider financing a sale yourself by carrying the buyer for 2 to 5 years at current interest rates to increase the likelihood of a successful sale.
4. Do not publicly advertise that your business is for sale to avoid suppliers closing your credit or accounts in response.
5. Hire a business broker to establish the right asking price, qualify buyers before exposing financials, and generate a successful sale.
Staying one step ahead of the competition
The document discusses the importance of staying ahead of competition in today's marketplace. It notes that competition is now global due to the internet, so business owners must engage customers online through a good website. They also need to differentiate themselves locally through community support, free services, excellent customer service, contests, unique aspects of their business, and superior products. Thinking creatively is key to standing out from competitors.
Small business profile
Scott Wilkinson quit his 150k/year software job to follow his passion of working with kids outdoors. He started the Kids Outdoor Club (KOC) 5 years ago to offer outdoor after-school programs with little competition. Starting with $1,000, KOC now has 50 kids in summer camp, 175 in soccer coaching, and 50 families in afterschool programs. As a small business owner, Scott faces challenges of hiring, branding, defining his audience, and sustaining operations year-round.
How to determine the geographic market area of your business
The document discusses how to determine the geographic market area for a business. It recommends researching where current and potential customers live before choosing a location or expanding. This can be done by analyzing where inquiries come from, where non-customers live, available demographic information from publications or industry associations, and online market research. Determining the right geographic market area involves understanding customer demographics and buying trends in potential new areas.
Google
Google+ is Google's latest attempt at a social networking site (SNS) to compete with Facebook and Twitter. It allows users to organize their contacts into circles and share posts selectively with different circles, similar to relationships in real life. Users can also follow others and see their posts without approval, similar to Twitter. The site gained over 10 million users within its first 3 weeks of beta launch and seems to be more successful than Google's previous SNS attempts. It combines features of Facebook for personal connections and Twitter for broader information sharing.
5 things to consider to ensure you are choosing legitimate suppliers
This document provides 5 things to consider when choosing legitimate suppliers: 1) Know what products you need before searching for suppliers; 2) Determine if you need a manufacturer or supplier; 3) Search online directories and forums but verify suppliers' legitimacy; 4) Verify suppliers' addresses, phone numbers, and get references; 5) Be wary of prices that seem too good to be true as this could indicate a fraudulent supplier. Doing research on suppliers is important to avoid being scammed.
10 ways to motivate your employees
This document provides 14 ways for managers to motivate employees and improve engagement. It states that less than 21% of employees are engaged at work. The top three ways to motivate employees are to align them with company goals and vision, give them faith in management's competence and commitment, and build trust in their direct supervisor. It emphasizes that engagement depends greatly on positive managerial behavior and reducing negative behaviors like anger, mixed messages, lack of responsibility, and prioritizing self over employees. The "dos" for managers include following through on commitments, being responsive, publicly supporting employees, admitting mistakes, recognizing good work, asking questions and listening, and maintaining a positive attitude.
Creating a simplified business plan
This document provides a simplified outline for creating a business plan. It explains that a business plan should include an executive summary, company description, product/service description, market analysis, strategy and implementation plan, web plan if applicable, management team, and financial analysis. The business plan acts as a roadmap for starting a business and is important for obtaining funding from investors or lenders. While business plans can be complex, this outline provides the essential sections to include in a simplified format.
Data security, a growing concern among sme
The document discusses data security concerns for small and medium-sized enterprises (SMEs). It notes that data is the second most important asset for businesses after employees. While SMEs may think they do not generate as much data as larger companies, all businesses need data security regardless of size. The document recommends that SMEs invest in data backup and disaster recovery strategies to protect their important business data.
Apptivo Project Apps Milestone
1. A document discusses creating milestones in a project management system. Milestones can split a project into pieces with start and end dates, and contain related tasks.
2. The system allows users to create new milestones and see existing ones. Milestones contain fields like name, dates, assigned people, status, and description. Tasks can be added to milestones.
3. Users can add people to milestones, choose statuses, and create or select tasks. An overview shows milestones with details and a complete/delete option.
Apptivo project app
The document provides instructions for using the Project App in Apptivo. It explains that users can access the Project App from the list of Apps, and if not found there to search the App store. It then outlines how the Project App is integrated with other Apps like CRM, Notes, Documents, and Invoices. The dashboard displays projects by status: awaiting kickoff, on track, behind schedule, and troubled. Users can create new projects by providing details like name, description, dates, and assigning a customer. Each project has a work area to track overview, milestones, notes, activities, documents, and team members.
5 innovative businesses launched by veterans
This document summarizes 5 innovative businesses launched by veterans. They are:
1) Prospect Equities, a real estate and holding company founded by Army veteran Rich Killian.
2) Veteran Franchise Centers, which helps veterans obtain franchise opportunities, founded by Marine veteran Drew Myers and Army veteran Lonnie Helgerson.
3) Ears of Experience, a Disney travel planning company for veterans founded by Amy Westurp and her husband Jon, an Air Force reservist.
Why small businesses, consultants and freelancer need project management
Small businesses and freelancers need project management tools to stay organized and complete projects on time. Without proper project management, tasks can slip through the cracks. The document discusses how a freelancer's client forgot to notify them to resume work on a project for two weeks because tasks were not formally delegated and tracked. It also argues that inexpensive or free online project management software like Apptivo's Projects App can help small businesses implement processes to avoid mistakes and collaborate effectively without large investments. Project management brings structure that allows for assessing risks, tweaking processes, and delivering high quality work on projects.
12 questions to ask before requesting a guest blogger
The document provides 12 questions to consider before requesting a guest blogger such as the length, publishing rights, target audience, and keywords. It suggests clarifying details like the due date, editing rights, promotion policies, and whether the contribution will be a one-time or regular piece. Establishing expectations up front helps structure an effective partnership with a guest blogger.
Cloud computing and its risks
This document discusses the risks and benefits of cloud computing for businesses. While cloud computing can revolutionize IT infrastructure and lower costs, there are also risks such as outages and data security issues that companies must be aware of. The document provides several recommendations for businesses to mitigate cloud computing risks, such as checking vendor reliability, ensuring proper data security, segregation, recovery and long-term viability plans are in place. Overall, the document advises that while cloud computing offers advantages, businesses should thoroughly research providers and understand both benefits and risks.
More from Puneet Yamparala (20)
How to determine the geographic market area of your business
How to determine the geographic market area of your business
5 things to consider to ensure you are choosing legitimate suppliers
5 things to consider to ensure you are choosing legitimate suppliers
Why small businesses, consultants and freelancer need project management
Why small businesses, consultants and freelancer need project management
12 questions to ask before requesting a guest blogger
12 questions to ask before requesting a guest blogger
Recently uploaded
Full-RAG: A modern architecture for hyper-personalization
Mike Del Balso, CEO & Co-Founder at Tecton, presents "Full RAG," a novel approach to AI recommendation systems, aiming to push beyond the limitations of traditional models through a deep integration of contextual insights and real-time data, leveraging the Retrieval-Augmented Generation architecture. This talk will outline Full RAG's potential to significantly enhance personalization, address engineering challenges such as data management and model training, and introduce data enrichment with reranking as a key solution. Attendees will gain crucial insights into the importance of hyperpersonalization in AI, the capabilities of Full RAG for advanced personalization, and strategies for managing complex data integrations for deploying cutting-edge AI solutions.
Best 20 SEO Techniques To Improve Website Visibility In SERP
Boost your website's visibility with proven SEO techniques! Our latest blog dives into essential strategies to enhance your online presence, increase traffic, and rank higher on search engines. From keyword optimization to quality content creation, learn how to make your site stand out in the crowded digital landscape. Discover actionable tips and expert insights to elevate your SEO game.
“I’m still / I’m still / Chaining from the Block”
“An Outlook of the Ongoing and Future Relationship between Blockchain Technologies and Process-aware Information Systems.” Invited talk at the joint workshop on Blockchain for Information Systems (BC4IS) and Blockchain for Trusted Data Sharing (B4TDS), co-located with with the 36th International Conference on Advanced Information Systems Engineering (CAiSE), 3 June 2024, Limassol, Cyprus.
Artificial Intelligence for XMLDevelopment
In the rapidly evolving landscape of technologies, XML continues to play a vital role in structuring, storing, and transporting data across diverse systems. The recent advancements in artificial intelligence (AI) present new methodologies for enhancing XML development workflows, introducing efficiency, automation, and intelligent capabilities. This presentation will outline the scope and perspective of utilizing AI in XML development. The potential benefits and the possible pitfalls will be highlighted, providing a balanced view of the subject.
We will explore the capabilities of AI in understanding XML markup languages and autonomously creating structured XML content. Additionally, we will examine the capacity of AI to enrich plain text with appropriate XML markup. Practical examples and methodological guidelines will be provided to elucidate how AI can be effectively prompted to interpret and generate accurate XML markup.
Further emphasis will be placed on the role of AI in developing XSLT, or schemas such as XSD and Schematron. We will address the techniques and strategies adopted to create prompts for generating code, explaining code, or refactoring the code, and the results achieved.
The discussion will extend to how AI can be used to transform XML content. In particular, the focus will be on the use of AI XPath extension functions in XSLT, Schematron, Schematron Quick Fixes, or for XML content refactoring.
The presentation aims to deliver a comprehensive overview of AI usage in XML development, providing attendees with the necessary knowledge to make informed decisions. Whether you’re at the early stages of adopting AI or considering integrating it in advanced XML development, this presentation will cover all levels of expertise.
By highlighting the potential advantages and challenges of integrating AI with XML development tools and languages, the presentation seeks to inspire thoughtful conversation around the future of XML development. We’ll not only delve into the technical aspects of AI-powered XML development but also discuss practical implications and possible future directions.
Infrastructure Challenges in Scaling RAG with Custom AI models
Building Retrieval-Augmented Generation (RAG) systems with open-source and custom AI models is a complex task. This talk explores the challenges in productionizing RAG systems, including retrieval performance, response synthesis, and evaluation. We’ll discuss how to leverage open-source models like text embeddings, language models, and custom fine-tuned models to enhance RAG performance. Additionally, we’ll cover how BentoML can help orchestrate and scale these AI components efficiently, ensuring seamless deployment and management of RAG systems in the cloud.
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdf
Discover how MongoDB Atlas and vector search technology can revolutionize your application's search capabilities. This comprehensive presentation covers:
* What is Vector Search?
* Importance and benefits of vector search
* Practical use cases across various industries
* Step-by-step implementation guide
* Live demos with code snippets
* Enhancing LLM capabilities with vector search
* Best practices and optimization strategies
Perfect for developers, AI enthusiasts, and tech leaders. Learn how to leverage MongoDB Atlas to deliver highly relevant, context-aware search results, transforming your data retrieval process. Stay ahead in tech innovation and maximize the potential of your applications.
#MongoDB #VectorSearch #AI #SemanticSearch #TechInnovation #DataScience #LLM #MachineLearning #SearchTechnology
How to Get CNIC Information System with Paksim Ga.pptx
Pakdata Cf is a groundbreaking system designed to streamline and facilitate access to CNIC information. This innovative platform leverages advanced technology to provide users with efficient and secure access to their CNIC details.
GraphSummit Singapore | Graphing Success: Revolutionising Organisational Stru...
Sudheer Mechineni, Head of Application Frameworks, Standard Chartered Bank
Discover how Standard Chartered Bank harnessed the power of Neo4j to transform complex data access challenges into a dynamic, scalable graph database solution. This keynote will cover their journey from initial adoption to deploying a fully automated, enterprise-grade causal cluster, highlighting key strategies for modelling organisational changes and ensuring robust disaster recovery. Learn how these innovations have not only enhanced Standard Chartered Bank’s data infrastructure but also positioned them as pioneers in the banking sector’s adoption of graph technology.
Presentation of the OECD Artificial Intelligence Review of Germany
Consult the full report at https://www.oecd.org/digital/oecd-artificial-intelligence-review-of-germany-609808d6-en.htm
GraphSummit Singapore | The Future of Agility: Supercharging Digital Transfor...
Leonard Jayamohan, Partner & Generative AI Lead, Deloitte
This keynote will reveal how Deloitte leverages Neo4j’s graph power for groundbreaking digital twin solutions, achieving a staggering 100x performance boost. Discover the essential role knowledge graphs play in successful generative AI implementations. Plus, get an exclusive look at an innovative Neo4j + Generative AI solution Deloitte is developing in-house.
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdf
Monitoring and observability aren’t traditionally found in software curriculums and many of us cobble this knowledge together from whatever vendor or ecosystem we were first introduced to and whatever is a part of your current company’s observability stack.
While the dev and ops silo continues to crumble….many organizations still relegate monitoring & observability as the purview of ops, infra and SRE teams. This is a mistake - achieving a highly observable system requires collaboration up and down the stack.
I, a former op, would like to extend an invitation to all application developers to join the observability party will share these foundational concepts to build on:
GraphRAG for Life Science to increase LLM accuracy
GraphRAG for life science domain, where you retriever information from biomedical knowledge graphs using LLMs to increase the accuracy and performance of generated answers
Goodbye Windows 11: Make Way for Nitrux Linux 3.5.0!
As the digital landscape continually evolves, operating systems play a critical role in shaping user experiences and productivity. The launch of Nitrux Linux 3.5.0 marks a significant milestone, offering a robust alternative to traditional systems such as Windows 11. This article delves into the essence of Nitrux Linux 3.5.0, exploring its unique features, advantages, and how it stands as a compelling choice for both casual users and tech enthusiasts.
AI 101: An Introduction to the Basics and Impact of Artificial Intelligence
Imagine a world where machines not only perform tasks but also learn, adapt, and make decisions. This is the promise of Artificial Intelligence (AI), a technology that's not just enhancing our lives but revolutionizing entire industries.
UiPath Test Automation using UiPath Test Suite series, part 5
Welcome to UiPath Test Automation using UiPath Test Suite series part 5. In this session, we will cover CI/CD with devops.
Topics covered:
CI/CD with in UiPath
End-to-end overview of CI/CD pipeline with Azure devops
Speaker:
Lyndsey Byblow, Test Suite Sales Engineer @ UiPath, Inc.
Programming Foundation Models with DSPy - Meetup Slides
Prompting language models is hard, while programming language models is easy. In this talk, I will discuss the state-of-the-art framework DSPy for programming foundation models with its powerful optimizers and runtime constraint system.
GraphSummit Singapore | Enhancing Changi Airport Group's Passenger Experience...
Dr. Sean Tan, Head of Data Science, Changi Airport Group
Discover how Changi Airport Group (CAG) leverages graph technologies and generative AI to revolutionize their search capabilities. This session delves into the unique search needs of CAG’s diverse passengers and customers, showcasing how graph data structures enhance the accuracy and relevance of AI-generated search results, mitigating the risk of “hallucinations” and improving the overall customer journey.
Cosa hanno in comune un mattoncino Lego e la backdoor XZ?
ABSTRACT: A prima vista, un mattoncino Lego e la backdoor XZ potrebbero avere in comune il fatto di essere entrambi blocchi di costruzione, o dipendenze di progetti creativi e software. La realtà è che un mattoncino Lego e il caso della backdoor XZ hanno molto di più di tutto ciò in comune.
Partecipate alla presentazione per immergervi in una storia di interoperabilità, standard e formati aperti, per poi discutere del ruolo importante che i contributori hanno in una comunità open source sostenibile.
BIO: Sostenitrice del software libero e dei formati standard e aperti. È stata un membro attivo dei progetti Fedora e openSUSE e ha co-fondato l'Associazione LibreItalia dove è stata coinvolta in diversi eventi, migrazioni e formazione relativi a LibreOffice. In precedenza ha lavorato a migrazioni e corsi di formazione su LibreOffice per diverse amministrazioni pubbliche e privati. Da gennaio 2020 lavora in SUSE come Software Release Engineer per Uyuni e SUSE Manager e quando non segue la sua passione per i computer e per Geeko coltiva la sua curiosità per l'astronomia (da cui deriva il suo nickname deneb_alpha).
Recently uploaded (20)
Full-RAG: A modern architecture for hyper-personalization
Full-RAG: A modern architecture for hyper-personalization
Best 20 SEO Techniques To Improve Website Visibility In SERP
Best 20 SEO Techniques To Improve Website Visibility In SERP
Infrastructure Challenges in Scaling RAG with Custom AI models
Infrastructure Challenges in Scaling RAG with Custom AI models
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdf
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdf
How to Get CNIC Information System with Paksim Ga.pptx
How to Get CNIC Information System with Paksim Ga.pptx
GraphSummit Singapore | Graphing Success: Revolutionising Organisational Stru...
GraphSummit Singapore | Graphing Success: Revolutionising Organisational Stru...
Presentation of the OECD Artificial Intelligence Review of Germany
Presentation of the OECD Artificial Intelligence Review of Germany
GraphSummit Singapore | The Future of Agility: Supercharging Digital Transfor...
GraphSummit Singapore | The Future of Agility: Supercharging Digital Transfor...
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdf
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdf
GraphRAG for Life Science to increase LLM accuracy
GraphRAG for Life Science to increase LLM accuracy
Goodbye Windows 11: Make Way for Nitrux Linux 3.5.0!
Goodbye Windows 11: Make Way for Nitrux Linux 3.5.0!
AI 101: An Introduction to the Basics and Impact of Artificial Intelligence
AI 101: An Introduction to the Basics and Impact of Artificial Intelligence
UiPath Test Automation using UiPath Test Suite series, part 5
UiPath Test Automation using UiPath Test Suite series, part 5
Programming Foundation Models with DSPy - Meetup Slides
Programming Foundation Models with DSPy - Meetup Slides
GraphSummit Singapore | Enhancing Changi Airport Group's Passenger Experience...
GraphSummit Singapore | Enhancing Changi Airport Group's Passenger Experience...
Cosa hanno in comune un mattoncino Lego e la backdoor XZ?
Cosa hanno in comune un mattoncino Lego e la backdoor XZ?
Apptivo CRM Capabilities - Sales Module Customer Accounts Management
- 1. ApptivoCustomer Relationship Management Capabilities Sales Module – Managing Customer Accounts
- 2. Agenda Introduction Sales Module Menu Sales - Accounts April 22, 2010 2
- 3. Introduction Apptivo provides complete Customer Relationship Management functionality through its Sales Module. Sales module allows Lead Generation and Management, Opportunity Conversion, Accounts and Contacts Management, Order Placement, Order Scheduling, Shipping, Invoicing. April 22, 2010 3
- 4. Sales Module Menu April 22, 2010 4
- 5. Accounts Accounts section is used to create and manage customer accounts for the organization. An Account contains the customer information such as name and address. Each account can be associated with other records such as Contacts and Opportunities. April 22, 2010 5
- 6. Accounts : Dashboard April 22, 2010 6 New Accounts can be created and existing accounts can be viewed from Accounts: Dashboard. Click to view all available lists Click to upload multiple accounts
- 7. Create Account April 22, 2010 7 Fill in all the necessary fields and save the information to create the Account.
- 8. View Account April 22, 2010 8 Existing accounts can be viewed by clicking on the account name in Accounts: Dashboard
- 9. View Account April 22, 2010 9 Contacts, Leads and Opportunities can be created for an account. These can be viewed under the basic info tab of an Account.
- 10. View Account April 22, 2010 10 Sales personnel can upload agreements, create Activities, take notes & upload documents for each Account. A variety of activities are available
- 11. Conclusion Apptivo Sales Module can be used right from the sales prospecting stage to taking orders from customers Apptivo lets users create and manage customer accounts and contacts April 22, 2010 11
- 12. Thank You April 22, 2010 12 Client Confidential