OfficeCentral Automated Accounting

What are the new features that OC have introduced ?
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
How can i use Automated Accounting in my account ?
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
What should i do before I can use Automated Accounting ?
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
How to do settings for Banks in Global Configuration for Automated Accounting?
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
How to set Automated Accounting in CRM Module for Base Selection Entities?
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
What happens if user edit settings for Automated Accounting in Base Selection Entities setting ?
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
How does the mapping for Account type work in Automated Accounting?
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
How to configure the Automated Accounting settings in CRM Module for Pricebook Categories?
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
How does the mapping for Pricebook Category work in Automated Accounting?
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
What happens if user edit settings for Automated Accounting in Pricebook Catgeory settings?
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