Actions

Contractor Financials

From zen2

Usage

  1. Create Roles
    1. Site Administrator
    2. Business Administrator
    3. Cashbook
    4. Invoicing

Set up business and user

  1. Create the business - must have image
  2. Create the user
  3. Update business with user
  4. Roles -
    1. Assign to users
    2. Assign to user Business Administrator, Cashbook User, Invoice User, User
  5. Create Bank Account
  6. Create
    1. Categories
    2. Reference
    3. To/From
    4. Inv Payment Type
      1. Create a null code eg "---"
    5. Sales Tax Type (with rates)
    6. Master Category and Minor Category