Muz Karabaev
CEO/Founder
Kpi.com – Finnet Limited
+971 52 781 6665
muz@kpi.com
www.kpi.com
“I wanted to bring all our information together and
make it accessible via one portal which would help us in
maintaining employee’s project work schedules as well
as maintaining the book of accounts. Kpi.com does the
job.”
– VAIVAL Technologies,
Pakistani Technology/Service Firm
2
THE MISSION OF KPI.COM – SIMPLY MANAGE YOUR BUSINESS
Kpi.com is a simple, low-cost ‘All-In-One’ Cloud based Business application platform. The
integrated suite of applications has been designed to remove the necessity of investing
in on-site back office administration and control systems, thereby allowing firms to
concentrate on delivering their core, value adding services to their customers.
Delivering the solution via the Cloud enables management and staff to share
information and manage their operations regardless of location, thereby increasing their
efficiency, responsiveness and competitiveness whilst minimizing their investment in
operational overhead.
3
COMPANY SUMMARY AND STATUS
Kpi.com - Finnet Limited is a privately held London based company set up by
Muzaffar Karabaev. Currently has an offshore operating base in Tashkent
(Uzbekistan) – total headcount is 120+ people.
Group provides Software, Application and Data and Digital Media products and
services to its customer base since 2005. Major customers include Mindshare Mena,
DMGT (Daily Mail Group), Asset International, EzyMedia, etc.
In 2008, Finnet started building its first product - SaaS apps, and Launched in 2010
Workfortrack ERP beta product, which was later rebranded as kpi.com ERP, with the
strap line – “Simply Manage Your Business” (Registered Trademark).
So far company has over 400 active clients (about 200+ companies using kpi.com,
total user base exceeds over 5,000 to date) and has core service only clients in
Publishing and Digital, and web and mobile software sectors.
Goal – To become affordable cloud based simple ERP and record keeping solution for
SMEs in Emerging Economies, where affordability is an issue (ie. Expensive systems
such as SAP, Microsfoft Dynamics, Salesforce, etc).24
4
SYSTEM PLATFORM STRUCTURE
WHAT IS IN THE SIMPLE ERP PACKAGE?
In 2008, having realised the potential of SaaS and the Cloud, Finnet Limited
decided to move away from a purely services model to invest in the
development of a Cloud SaaS B2B product portfolio. Kpi.com's cloud
delivered SaaS solution ensures that all elements of the business are
connected (live since late 2010 Commercially).
PROJECT
MANAGEMENT
Kpi.com’s Project
management helps
you to control and
monitor your projects
easily. Gannt Charts
and Project Budget
sheets are part of it.
ACCOUNTING
Simple Invoicing, PO,
SQ, Sales Order
workflow, alongside
with Ledger Books,
Multi-Currency is
coming in Q2-2012.
Expense Claim
system is also part of
it.
CRM AND CASE
Lead, Opportunities,
Contacts, Emails,
client management is
in place inside
kpi.com. Take care of
client issues with case
management.
HRMS
Attendance Tracking,
Leave requests,
everything you need
to manage your
employees,
Performance, Goal
and Payroll can be
utilized in the
platform.
CMS AND
E-COMMERCE
We’ve included basic
CMS and Storefront
engine inside kpi.com
with product
catalogues. Coming
soon: POS/Android
tools.
Reporting engine
inside kpi.com, Excel
plug in is also part of
this. Data across the
business can be
customised,
standardised and
consolidated through
the tool.
REPORTING
6
Email
Marketing
Storefront
SYSTEM MAP
SYSTEM MAP
CUSTOMER MAP (Over 300 Companies, Over 7,000 Users
Worldwide)
1,998
North America
1,418
UK
1,518 - Other
parts of Europe
700
Australasia
1,100
Middle East
382
South America
200
Africa
9
671
Asia
SELECTED CUSTOMER LIST
CATENATE GROUP
10
ACCOUNTING FEATURES
Quotes
Orders
Invoices
Timesheet invoice
Recurring invoice
Billable expense
Sales Inventory Expenses Purchases
Inventory &
non inventory items
Bill of Materials
FIFO Inventory costing
Multiple warehouse
Expense Claims
Checks
Billable expense
Purchase Orders
Purchase Invoices
Features
Features
Features
Features
Customers and Suppliers
Customer center
• To create new Customer account, Go to Customer Center, click
Add Customer button;
• If you click More button you may see Receive Payment, Add
Prepayment and Prepayments List;
Add New Customer
There are Account and Address information
Add New Customer
Enter all Currency and its method to requested box
Receive Payment
Receive Payment – you need to select customer, amount
and dates respectively. Below select sales invoice in
order to apply the payment
Prepayments
You can add prepayments received from your Customers
Prepayments List
There are List of Prepayments and you may Add or edit Prepayments
Supplier Center
There are Suppliers Informations with their name,
address, contacts and balance. You may Add Suppliers
and Pay Bill
Add Supplier Information
Add Supplier Information
Pay Bill
Add payment for several purchase invoices of the selected Supplier.
Payment will be applied to the selected purchase invoices and their
status will be paid.
Pay Bill
Add payment for several purchase invoices of the selected
Supplier. Payment will be applied to the selected purchase
invoices and their status will be paid.
Products/Services
Products
• To add a new product or service, you need to go to the Products/Services tab in
Accounting and click Add;
• Or, you can import your product/services list from .csv file
• If you need Stock Adjustment/Transfer, Build Assembly, add to Sales Quote and
Purchase Order Click More Button
Creating New Product
You may choose Inventory or Non inventory Items by
Product Type
Add Product Details
• Add Non-Inventory Item
Add Product Details
• More options
Add Product Details
• Right-hand panel
Product View
In Product view you may Edit product, stock Transfer
and Adjustments, Sales/Purchase Invoice with
Product Comments
More Button
More button shows you may direct to:
• Stock adjustments
• Stock Transfer
• Build Assembly
• Create Sales Quote
• Create Purchase Order
• Delete
Adjust Stock Quantity
There are new Stock quantity adjustment you should
fulfill all requested box
Build Assembly
There are Build new Assembly window, you should
select Product with quantity and choose warehouse.
Chart of Accounts
Chart of Accounts is - a list of accounts that every transaction you
enter into kpi.com is ‘coded’ for management and reporting.
You can leave the Chart of Accounts as it was originally set up
when you passed getting started steps in kpi.com, or edit and
delete items from it, or add your own to suit your business.
Chart of Accounts page
Add Account
• For Create new
account click Add
Account Button
• Enter all
information that
asked and save
More
You may see and choose
only your assets,
liabilities, equity or other
accounts by clicking
More button
Action Bar
By clicking Action Bar you may see Account view,
Edit Account and Account Transactions
respectively
Account Transactions
If you choose Account Transaction you will see detail about
account such as, Date, Description, Send/Receive
information
Bank Accounts
Bank account
• Go to Bank Accounts from left side menu
• You may add new Bank Account
Create new Bank Account
You should fulfill
Account information
and address
information
respectively
Create Bank Account
Moreover, you may
enter additional
information and
Financial information
about bank account
Action Bar
• Edit
• View
• Spend/Receive
• Transfer/Import
• Transaction list
• Reconciliation
reports
Spending and Receiving money
Bank Account Transaction
There are Bank
Account
Transactions and
Transfer money
pages
Print Receive/Spend Money
From Spend and Receive Money view form you
can print PDF version.
Accounting Settings
Settings
Invoice
Settings
Brands
Shipping
Methods
Invoice
Templates
Saasu
Integration
Financial
Settings
Account
Numbering
Terms
Discounts
Add - ons
Numbering
Settings
Tax Rates
Price Levels
Product
Categories
Measurements
Accounting Settings
Invoice settings
Invoice settings contain the information to be
displayed on your outgoing sales invoices, incoming
purchase invoices and in project based invoices.
Following slides will describe more detailer about
Invoice Settings
Invoice settings
In the first part, you may fulfill invoice
details such as Payment terms, Format,
Type, Converting and so on.
Payment Due Credit Terms – The amount of days selected here is needed
to identify automatically invoice due date on your invoices. Invoice due
date can be changed while creating your invoices if different invoice due
date is needed. Your client might use the bank details for payment
purposes, e.g. for sending bank wire payments
Automatic Number Sequencing – the unique number will be used to identify
all outgoing invoices of the company for credit tracking and bookkeeping
purposes
There are you may add some
instructions and terms for orders
and invoices
Your company Logo – choose the company logo file in .jpg, .jpeg, .gif, .png, .tiff
formats with maximum size of 235x58px. The logo you selected here will appear in
sales quotes, invoices, purchase orders, purchase invoices, and etc.
FINANCIAL SETTINGS
The financial settings are essential part of Accounting and
Finance section, because every bookkeeping entry or invoice
documents will reference it when needed
•Choose the base currency by which your company operates.
•The end of financial year for your company to prepare yearly reports
for.
•You may add Tax ID Number and Name with its periods
•Enable / Disable Custom Tax Name in Reports
Account Numbering
Chart of Accounts has default
numbering which can be
changed in the Account Type
Number Settings
Numbering Settings
Product numbering
and Fixed Asset
numbering can be
found under
Numbering settings
Tax Rates
•Tax rates are needed in order to withdraw tax rates
from the accounts and sales automatically when
required.
•To add a new tax rate, you should open a form by
clicking on the New Tax Rate button on the Tax Rates
page:
Add New Tax Rates
•You should fulfill Tax Name and its components
Price Level
•Price levels are changes in price that can be activated by quantity
•To add a new price level, you should open a form by clicking on the New
Price Level button on the Price Levels page
Add/Edit Price Level
•You may change currency
and price level type;
•And also set the level will
decrease or increase;
•Select customers and Save;
Terms
Accounting payment
terms are the payment
rules imposed by
suppliers on their
customers. Payment
terms are imposed to
ensure that payments
are received by suppliers
within a reasonable
period of time. Such as
Net 10, Net 15 or Net 30
days
Discounts
•Frequently used discounts can be entered in to be recalled
quickly when writing sales invoice and quotes.
•To add new Discount click New Discount for editing click menu
bar
New Discount
Measurements
This is a section different types of measurement information can be
entered in to be used with Products and Services as well as in sales
invoice and quotes.
Product Categories
Category of Products can be entered in to create variations
of that product such as color and size. This feature is also to
be used in the products and services section. For creating
new Product Category you should click Add Category;
Add/Edit Category
Enter Name Description and Parent
Category with Order respectively
Action Bar Menu
•Edit Category
•Category Products
•Custom Fields
•Delete
Brands
Brands are customized fields where brand information
entered in to be used when creating products and services.
You may Add new Brands and edit them
Shipping Methods
Shipping Methods list view displays all saved shipping
methods. This is where you can view and sort these options.
Add/Edit Shipping method
Invoice Templates
Add - Ons
Overall Settings
User Role Settings
Permission Management Settings
Sales Quote
Sales Invoice
Sales Quote
A sales quote allows a prospective buyer to see what
costs would be involved for the products or work
they would like to have done
Create Sales Quote
You should fill all boxes that asked and save &
approve
Sales Invoice
A Sales invoice, is a commercial document issued by a seller
to a buyer, relating to a sale transaction and indicating
the products, quantities, and agreed prices for products
or services the seller had provided the buyer.
Create Sales Invoice
More
More button:
• Recurring Invoice
• Credit Note
• Receive Payment
• Add Prepayment
• Customer Project
Balance
Add Prepayment
Enter a prepayment transaction
for cash or other payments
going out of or into a bank
account in advance of billing.
Add Credit Note
• A credit note is a commercial document issued by a seller to
a buyer. The seller usually issues a credit note for the same or
lower amount than the invoice, and then repays the money to
the buyer or sets it off against a balance due from other
transactions.
Receive Payment and Customer
Project Balance
Purchase Order
Purchase Invoice
• A purchase order (PO) is a commercial document and first
official offer issued by a buyer to a seller, indicating types,
quantities, and agreed prices for products or services.
• A Purchase Invoice (PI) commercial document
or bill presented to a buyer by a seller or service
provider for payment within a stated time frame that
indicates what has been purchased, in what amount and
for what price.
Purchase Order
Go to Accounting section select
Purchase Order from left menu
Create new Purchase Order
• While creating new PO you should enter all
information such as supplier, date and address
with Item dates. Finally you approve and Save
quote
Action Bar in Purchase Order
You may see in Action Bar Summary of the PO,
Copy to PO/Quote and Purchase Invoice
Purchase Invoice
In Accounting Section you may go to Purchase
Invoice page in Menu
In Purchase Invoice page you may Add, Delete,
Change Invoice dates
Expense Claims
Add-on
Expense Claims
Expense Claim is money that an employee spends on
things such as food and travel while they are doing
their job, which their employer then pays back to
them.
Create new Expense Claim
• Write all entries in necessary boxes and click
Submit for Approval
Add-ons
There are four types:
• Multiple warehouses
• Serial number track
• Landed costs
• Double Tax
Fixed Assets
Fixed Assets
• In Accounting section you may go to Fixed
Assets page
• You may Add Asset and Update Depreciation
Action Bar
In Action Bar you may:
• View
• Edit
• Delete
• Dispose
Add New Fixed Asset
Thank You!

Kpi.com All in One Accounting Solution

  • 1.
    Muz Karabaev CEO/Founder Kpi.com –Finnet Limited +971 52 781 6665 muz@kpi.com www.kpi.com
  • 2.
    “I wanted tobring all our information together and make it accessible via one portal which would help us in maintaining employee’s project work schedules as well as maintaining the book of accounts. Kpi.com does the job.” – VAIVAL Technologies, Pakistani Technology/Service Firm 2
  • 3.
    THE MISSION OFKPI.COM – SIMPLY MANAGE YOUR BUSINESS Kpi.com is a simple, low-cost ‘All-In-One’ Cloud based Business application platform. The integrated suite of applications has been designed to remove the necessity of investing in on-site back office administration and control systems, thereby allowing firms to concentrate on delivering their core, value adding services to their customers. Delivering the solution via the Cloud enables management and staff to share information and manage their operations regardless of location, thereby increasing their efficiency, responsiveness and competitiveness whilst minimizing their investment in operational overhead. 3
  • 4.
    COMPANY SUMMARY ANDSTATUS Kpi.com - Finnet Limited is a privately held London based company set up by Muzaffar Karabaev. Currently has an offshore operating base in Tashkent (Uzbekistan) – total headcount is 120+ people. Group provides Software, Application and Data and Digital Media products and services to its customer base since 2005. Major customers include Mindshare Mena, DMGT (Daily Mail Group), Asset International, EzyMedia, etc. In 2008, Finnet started building its first product - SaaS apps, and Launched in 2010 Workfortrack ERP beta product, which was later rebranded as kpi.com ERP, with the strap line – “Simply Manage Your Business” (Registered Trademark). So far company has over 400 active clients (about 200+ companies using kpi.com, total user base exceeds over 5,000 to date) and has core service only clients in Publishing and Digital, and web and mobile software sectors. Goal – To become affordable cloud based simple ERP and record keeping solution for SMEs in Emerging Economies, where affordability is an issue (ie. Expensive systems such as SAP, Microsfoft Dynamics, Salesforce, etc).24 4
  • 5.
  • 6.
    WHAT IS INTHE SIMPLE ERP PACKAGE? In 2008, having realised the potential of SaaS and the Cloud, Finnet Limited decided to move away from a purely services model to invest in the development of a Cloud SaaS B2B product portfolio. Kpi.com's cloud delivered SaaS solution ensures that all elements of the business are connected (live since late 2010 Commercially). PROJECT MANAGEMENT Kpi.com’s Project management helps you to control and monitor your projects easily. Gannt Charts and Project Budget sheets are part of it. ACCOUNTING Simple Invoicing, PO, SQ, Sales Order workflow, alongside with Ledger Books, Multi-Currency is coming in Q2-2012. Expense Claim system is also part of it. CRM AND CASE Lead, Opportunities, Contacts, Emails, client management is in place inside kpi.com. Take care of client issues with case management. HRMS Attendance Tracking, Leave requests, everything you need to manage your employees, Performance, Goal and Payroll can be utilized in the platform. CMS AND E-COMMERCE We’ve included basic CMS and Storefront engine inside kpi.com with product catalogues. Coming soon: POS/Android tools. Reporting engine inside kpi.com, Excel plug in is also part of this. Data across the business can be customised, standardised and consolidated through the tool. REPORTING 6
  • 7.
  • 8.
  • 9.
    CUSTOMER MAP (Over300 Companies, Over 7,000 Users Worldwide) 1,998 North America 1,418 UK 1,518 - Other parts of Europe 700 Australasia 1,100 Middle East 382 South America 200 Africa 9 671 Asia
  • 10.
  • 11.
    ACCOUNTING FEATURES Quotes Orders Invoices Timesheet invoice Recurringinvoice Billable expense Sales Inventory Expenses Purchases Inventory & non inventory items Bill of Materials FIFO Inventory costing Multiple warehouse Expense Claims Checks Billable expense Purchase Orders Purchase Invoices Features Features Features Features
  • 12.
  • 13.
    Customer center • Tocreate new Customer account, Go to Customer Center, click Add Customer button; • If you click More button you may see Receive Payment, Add Prepayment and Prepayments List;
  • 14.
    Add New Customer Thereare Account and Address information
  • 15.
    Add New Customer Enterall Currency and its method to requested box
  • 16.
    Receive Payment Receive Payment– you need to select customer, amount and dates respectively. Below select sales invoice in order to apply the payment
  • 17.
    Prepayments You can addprepayments received from your Customers
  • 18.
    Prepayments List There areList of Prepayments and you may Add or edit Prepayments
  • 19.
    Supplier Center There areSuppliers Informations with their name, address, contacts and balance. You may Add Suppliers and Pay Bill
  • 20.
  • 21.
  • 22.
    Pay Bill Add paymentfor several purchase invoices of the selected Supplier. Payment will be applied to the selected purchase invoices and their status will be paid.
  • 23.
    Pay Bill Add paymentfor several purchase invoices of the selected Supplier. Payment will be applied to the selected purchase invoices and their status will be paid.
  • 24.
  • 25.
    Products • To adda new product or service, you need to go to the Products/Services tab in Accounting and click Add; • Or, you can import your product/services list from .csv file • If you need Stock Adjustment/Transfer, Build Assembly, add to Sales Quote and Purchase Order Click More Button
  • 26.
    Creating New Product Youmay choose Inventory or Non inventory Items by Product Type
  • 27.
    Add Product Details •Add Non-Inventory Item
  • 28.
  • 29.
    Add Product Details •Right-hand panel
  • 30.
    Product View In Productview you may Edit product, stock Transfer and Adjustments, Sales/Purchase Invoice with Product Comments
  • 31.
    More Button More buttonshows you may direct to: • Stock adjustments • Stock Transfer • Build Assembly • Create Sales Quote • Create Purchase Order • Delete
  • 32.
    Adjust Stock Quantity Thereare new Stock quantity adjustment you should fulfill all requested box
  • 33.
    Build Assembly There areBuild new Assembly window, you should select Product with quantity and choose warehouse.
  • 34.
  • 35.
    Chart of Accountsis - a list of accounts that every transaction you enter into kpi.com is ‘coded’ for management and reporting. You can leave the Chart of Accounts as it was originally set up when you passed getting started steps in kpi.com, or edit and delete items from it, or add your own to suit your business.
  • 36.
  • 37.
    Add Account • ForCreate new account click Add Account Button • Enter all information that asked and save
  • 38.
    More You may seeand choose only your assets, liabilities, equity or other accounts by clicking More button
  • 39.
    Action Bar By clickingAction Bar you may see Account view, Edit Account and Account Transactions respectively
  • 40.
    Account Transactions If youchoose Account Transaction you will see detail about account such as, Date, Description, Send/Receive information
  • 41.
  • 42.
    Bank account • Goto Bank Accounts from left side menu • You may add new Bank Account
  • 43.
    Create new BankAccount You should fulfill Account information and address information respectively
  • 44.
    Create Bank Account Moreover,you may enter additional information and Financial information about bank account
  • 45.
    Action Bar • Edit •View • Spend/Receive • Transfer/Import • Transaction list • Reconciliation reports
  • 46.
  • 47.
    Bank Account Transaction Thereare Bank Account Transactions and Transfer money pages
  • 48.
    Print Receive/Spend Money FromSpend and Receive Money view form you can print PDF version.
  • 49.
  • 50.
  • 51.
  • 52.
    Invoice settings Invoice settingscontain the information to be displayed on your outgoing sales invoices, incoming purchase invoices and in project based invoices. Following slides will describe more detailer about Invoice Settings
  • 53.
    Invoice settings In thefirst part, you may fulfill invoice details such as Payment terms, Format, Type, Converting and so on.
  • 54.
    Payment Due CreditTerms – The amount of days selected here is needed to identify automatically invoice due date on your invoices. Invoice due date can be changed while creating your invoices if different invoice due date is needed. Your client might use the bank details for payment purposes, e.g. for sending bank wire payments
  • 55.
    Automatic Number Sequencing– the unique number will be used to identify all outgoing invoices of the company for credit tracking and bookkeeping purposes
  • 56.
    There are youmay add some instructions and terms for orders and invoices
  • 57.
    Your company Logo– choose the company logo file in .jpg, .jpeg, .gif, .png, .tiff formats with maximum size of 235x58px. The logo you selected here will appear in sales quotes, invoices, purchase orders, purchase invoices, and etc.
  • 58.
    FINANCIAL SETTINGS The financialsettings are essential part of Accounting and Finance section, because every bookkeeping entry or invoice documents will reference it when needed
  • 59.
    •Choose the basecurrency by which your company operates. •The end of financial year for your company to prepare yearly reports for.
  • 60.
    •You may addTax ID Number and Name with its periods •Enable / Disable Custom Tax Name in Reports
  • 61.
    Account Numbering Chart ofAccounts has default numbering which can be changed in the Account Type Number Settings
  • 62.
    Numbering Settings Product numbering andFixed Asset numbering can be found under Numbering settings
  • 63.
    Tax Rates •Tax ratesare needed in order to withdraw tax rates from the accounts and sales automatically when required. •To add a new tax rate, you should open a form by clicking on the New Tax Rate button on the Tax Rates page:
  • 64.
    Add New TaxRates •You should fulfill Tax Name and its components
  • 65.
    Price Level •Price levelsare changes in price that can be activated by quantity •To add a new price level, you should open a form by clicking on the New Price Level button on the Price Levels page
  • 66.
    Add/Edit Price Level •Youmay change currency and price level type; •And also set the level will decrease or increase; •Select customers and Save;
  • 67.
    Terms Accounting payment terms arethe payment rules imposed by suppliers on their customers. Payment terms are imposed to ensure that payments are received by suppliers within a reasonable period of time. Such as Net 10, Net 15 or Net 30 days
  • 68.
    Discounts •Frequently used discountscan be entered in to be recalled quickly when writing sales invoice and quotes. •To add new Discount click New Discount for editing click menu bar
  • 69.
  • 70.
    Measurements This is asection different types of measurement information can be entered in to be used with Products and Services as well as in sales invoice and quotes.
  • 71.
    Product Categories Category ofProducts can be entered in to create variations of that product such as color and size. This feature is also to be used in the products and services section. For creating new Product Category you should click Add Category;
  • 72.
    Add/Edit Category Enter NameDescription and Parent Category with Order respectively
  • 73.
    Action Bar Menu •EditCategory •Category Products •Custom Fields •Delete
  • 74.
    Brands Brands are customizedfields where brand information entered in to be used when creating products and services. You may Add new Brands and edit them
  • 75.
    Shipping Methods Shipping Methodslist view displays all saved shipping methods. This is where you can view and sort these options.
  • 76.
  • 77.
  • 78.
  • 79.
  • 80.
  • 81.
  • 82.
  • 83.
    Sales Quote A salesquote allows a prospective buyer to see what costs would be involved for the products or work they would like to have done
  • 84.
    Create Sales Quote Youshould fill all boxes that asked and save & approve
  • 85.
    Sales Invoice A Salesinvoice, is a commercial document issued by a seller to a buyer, relating to a sale transaction and indicating the products, quantities, and agreed prices for products or services the seller had provided the buyer.
  • 86.
  • 87.
    More More button: • RecurringInvoice • Credit Note • Receive Payment • Add Prepayment • Customer Project Balance
  • 88.
    Add Prepayment Enter aprepayment transaction for cash or other payments going out of or into a bank account in advance of billing.
  • 89.
    Add Credit Note •A credit note is a commercial document issued by a seller to a buyer. The seller usually issues a credit note for the same or lower amount than the invoice, and then repays the money to the buyer or sets it off against a balance due from other transactions.
  • 90.
    Receive Payment andCustomer Project Balance
  • 91.
  • 92.
    • A purchaseorder (PO) is a commercial document and first official offer issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services. • A Purchase Invoice (PI) commercial document or bill presented to a buyer by a seller or service provider for payment within a stated time frame that indicates what has been purchased, in what amount and for what price.
  • 93.
    Purchase Order Go toAccounting section select Purchase Order from left menu
  • 94.
    Create new PurchaseOrder • While creating new PO you should enter all information such as supplier, date and address with Item dates. Finally you approve and Save quote
  • 95.
    Action Bar inPurchase Order You may see in Action Bar Summary of the PO, Copy to PO/Quote and Purchase Invoice
  • 96.
    Purchase Invoice In AccountingSection you may go to Purchase Invoice page in Menu In Purchase Invoice page you may Add, Delete, Change Invoice dates
  • 97.
  • 98.
    Expense Claims Expense Claimis money that an employee spends on things such as food and travel while they are doing their job, which their employer then pays back to them.
  • 99.
    Create new ExpenseClaim • Write all entries in necessary boxes and click Submit for Approval
  • 100.
    Add-ons There are fourtypes: • Multiple warehouses • Serial number track • Landed costs • Double Tax
  • 101.
  • 102.
    Fixed Assets • InAccounting section you may go to Fixed Assets page • You may Add Asset and Update Depreciation
  • 103.
    Action Bar In ActionBar you may: • View • Edit • Delete • Dispose
  • 104.
  • 105.