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User guide

Your first day on the system

A tour of the system, then your company, items, customers and suppliers: everything you need before the first invoice.

Lessons
5
Length
36 min
Price
Free
Start the course

Lessons in this course

  1. A tour of the systemWhere each module lives, how to search for any document, and how to read a workspace.9:26
  2. Setting up the companyYour company's name, currency and default chart of accounts, in a minute.1:18
  3. Adding itemsThe item card: code, item group, unit of measure and selling price.10:56
  4. Adding customersThe customer card: type, group, address and contact.8:20
  5. Adding suppliersThe supplier card, its group and default payment terms.6:14

Keep learning

4 lessons16 minAccountingAccounting from scratchThe chart of accounts, the journal entry and the payment entry: the ground every financial report stands on.3 lessons20 minSalesThe full sales cycleFrom the customer card to the order, the delivery, the invoice and the payment, as a working day runs.4 lessons29 minPurchasingPurchasing, from order to paymentPurchase order, goods receipt, supplier invoice and payment: the cycle that keeps stock and accounts in step.

Rather learn it live, on your own data?

Order a training track: one of our engineers walks your team through the screens they use, on your system, at your pace.

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