OfficeCentral Automated Accounting
OfficeCentral has introduce new feature which is automation accounting for the following modules: CRM module CRM Delivery Orders CRM Invoices CRM Recei...
Mon, 8 Feb, 2021 at 2:28 PM
Answer : Before you can access to Accounting Settings, you have to update your roles. Refer step and figure below: Go to Global Configurations > User...
Mon, 8 Feb, 2021 at 2:28 PM
Answer : Before you use automated accounting, you must setting it first. In settings, user can set for report, country rules and set other modules to accoun...
Mon, 8 Feb, 2021 at 2:28 PM
Answer : The following is where you can do the settings for banks. Refer step and figure below: 1. Go to Global Configurations > Settings > Ba...
Mon, 8 Feb, 2021 at 2:29 PM
Answer: The first setup is set the base selections entities section. It allows you to set your item category such as Account Type, Lead Source and many more...
Mon, 8 Feb, 2021 at 2:29 PM
Answer : Nothing will happen if you edit previously mapped Account Type. The system will NOT update the mapping for previously mapped Account Type. The...
Mon, 8 Feb, 2021 at 2:29 PM
Answer : You can refer to the Flow Diagram below on how does the mapping for Account Type work:
Mon, 8 Feb, 2021 at 2:30 PM
Answer : You have to set Pricebook Categories first and map it to Chart of Accounts. To setup, please follow the steps as follow: 1. To access this p...
Mon, 8 Feb, 2021 at 2:30 PM
Answer : You can refer to the Flow Diagram below on how does the mapping for Pricebook Category work?
Mon, 8 Feb, 2021 at 2:31 PM
Answer : Nothing will happen if you edit previously mapped Pricebook Category. The system will NOT update the mapping for previously mapped Pricebook Ca...
Mon, 8 Feb, 2021 at 2:31 PM