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Learn how to track profitability per job, per contract, per department or activity ...
Learn how to setup budgets and forecasts, monitor cash-flow ...
Learn how to customise forms, add logos, industry trademarks and more ...
Contents
Class Tracking 
- What it is
- Changing Preferences
- Setting up Classes
- Departmental Analysis
- Contract & Job Analysis
- Assigning Classes to Transactions
- Class Profitability Reports
Sales Invoicing Options
- Modify Invoice Layout
- Add Logos
- Add Fields & Text Boxes
- Items - Non Stock Items
- Track Related Expenses
- Discount Items
- Sub-total Items
- Group Items
- Stock Parts & Assemblies
Estimates & Sales Orders
- Changing Preferences
- Estimate /Quote Form Layout
- Modifying Items
- Entering Estimates / Quotations
- Tracking Estimate / Quote Changes
- Create Sales Order from Quotes
- Create Invoices from Quotes
- Progress Invoicing
- Closing Estimates / Quotations
Stock & Purchase Orders
- Changing Preferences
- PO Form Layout
- Layout Changes
- Setting up PO Expense Items
- Entering PO's
- Receive Goods against PO
- Receive Bill against PO
- Closing PO's
- PO Reports
Budgets & Forecasts
- Creating a Budget
- Setting Criteria
- Using Smart 'Copy Across'
- Adjusting Row Amounts
- Creating a Budget for a Class
- Creating Reports on Budgets
- Monitoring Performance against Budget
- Deleting a Budget
- Creating a Forecast
- Cash Flow Projector
And Much More ...
- Tracking Extras
- Reimbursable Expenses
- Job Profitability
- Relevant Contracts Tax & PSWT
- Price Levels
- Finance Charges
- Timesheets
- Loan Manager
- Mileage tracker
- Integration with Word
- Integration with Excel
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€ 25.00 + VAT
(Delivery Free)
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