Difference between revisions of "Contractor Financials"
From zen2
(→Set up business and user) |
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Latest revision as of 08:08, 25 July 2013
Usage
- Create Roles
- Site Administrator
- Business Administrator
- Cashbook
- Invoicing
Set up business and user
- Create the business - must have image
- Create the user
- Update business with user
- Roles -
- Assign to users
- Assign to user Business Administrator, Cashbook User, Invoice User, User
- Create Bank Account
- Create
- Categories
- Reference
- To/From
- Inv Payment Type
- Create a null code eg "---"
- Sales Tax Type (with rates)
- Master Category and Minor Category
