Table of Contents

Company

  Product List
  Recurring Transactions List
  What is Fiscal Month of the Year?
  What is IT Month of the Year?
  How to set the Preferences for my Company?
  Require manual closing of Books
  How to have two different currencies?
  What is Recurring Transaction?
  Why creating a recurring transaction?
  Can I create recurring transaction for all types of transactions?
  What time of the day will the transaction be created?
  What are Default accounts?
  What is Chart of accounts?
  How can i add new account/account type to my chart of accounts?
  How can I edit the accounts from the Chart of accounts?
  Can I delete accounts from my user created accounts?
  Where can I find my company's products?
  How to make a transaction recurring?
  How to choose interval for the transactions?
  How to delete a recurring transaction?
  Budget Vs Actuals
  How to Create a Budget?
  How to export/backup my company's data ?
  How can I add New SMS Transaction Code?
  How Can I Edit / Delete an SMS Transaction code?
  How can I Edit / Manage user accounts?
  How can I use SMS Transaction Service?
  What is SMS Transaction?
  How does budget work?
  How to create budget from existing one?
  How can I edit or delete a budget?
  What is Depreciation?
  What is meant by Salvage Value?
  How can I enter depreciation for my assets?
  Can I delete depreciation transaction anytime?
  What account does Depreciation posts to?
  What is meant by Straight-line method?
  Where can I view my revenue and expenses?
  Why selecting income account for a product?
  How to use eBay on Numia?
  How to set eBay Transaction?
  How to record a new transaction?
  How to cancel a recorded transaction?

Customer

  Enter Customer Information
  Creating an invoice
  Giving a Sales Receipt to a Customer
  Record Payments from Customers
  Editing Customer Information
  Deleting Customer Information
  Adding information for the customer stored with incomplete data
  How do I enter a prepayment?
  Create a refund receipt
  How to cancel the prepayment received from the customer?
  Print Customer List
  What are Due Days?
  How is due date calculated?
  Which account tracks the customer's opening balance?
  How to apply discount to an invoice?
  How to enter sales tax?
  How to make payment for all the bills listed?
  How to enter rate and quantity for the product?
  How to delete items/rows from an Invoice?
  How to select a customer for invoicing?
  How to add new product?
  How can I bill my customers?
  Which account does customer payments posts to?
  How to enter opening balance for the customer?
  Giving refund for a prepaid order
  How to send invoice through mail?
  Adding more than one item in the invoice/sales receipt
  How to delete items/rows from a sales receipt?
  How to select the customer for sales?
  Adding new customer if not available in the list
  How do I enter a prepayment from customers?
  Can I edit my Customer Information?
  How can I record partial payments from my customers?
  How to customize the invoice mail?
  How to record Bad Debts entry?
  How to preview the invoice?
  How to Edit or Delete an Invoice?
  How to Edit or Delete a Sales Receipt?
  How to enter a refund check?
  How to customize the invoice content during printing?

Vendor

  Vendor Contact List
  How do I track my expenses?
  How to add new vendor?
  Editing Vendor Information
  Deleting Vendor Information
  How to enter opening balance for a vendor?
  Effect of vendor opening balance Entry
  What's the difference between pay bills and pay one vendor?
  Paying a single vendor
  How to enter vendor credits?
  How to pay the bills?
  Can I pay a part of a bill?
  Entering a bill
  How to enter cash payment for a purchase?
  Prepayment to a vendor
  How credits are applied to a bill?
  How to select the vendor name and address?
  Adding new vendor if not available in the list
  Print Vendor List
  Which accounts track the vendor's opening balance?
  Effects of a Pay Bill
  Effects of a Credit Purchase
  Effects of a Cash Purchase
  When to use the Check option?
  Effects of Vendor Prepayment
  Effects of Vendor Refunds
  How to add due days for a vendor?
  How to set due date for a bill?
  How to distribute the Expense Amount to more than one account?

Banking

  How to create a bank account?
  How to deposit amount in a bank?
  How to create new account type?
  How to record withdraw transaction?
  How to transfer funds between accounts?
  How to make journal entry?
  How do journal entries affect accounts?
  How to upload check image?
  How to reverse a journal entry?
  When to use journal entry?
  How to write a check?
  How to reconcile a bank account?
  Make adjustment entry
  Can I add multiple check images?
  How to reconcile the credit card account?
  How to enter the credit card charges?
  How to pay credit card bill?
  How to enter Credit card Credit?
  How can I preview the check image?
  How to deposit customer payments?
  How to print the check?
  What is bank reconciliation?
  Why to transfer funds?
  Where can I check last reconcile date for a specific bank account?
  Why to reconcile?
  When to use the Withdraw option?
  How to reprint a check?
  Adding rows in a Journal Entry
  How to deposit funds in Undeposited Funds?
  How can i view saved checks?
  How to add new customer/vendor while writing checks
  How to print multiple checks?
  Can i possible to reconcile already reconciled bank account?
  How to make cash sales thru deposit page?
  How to set default bank account?
  How to set default check account?
  What is Owner's Draw?
  How do I record Owner's Draw?

Reports

  How to ascertain Profit or Loss of a business?
  Which invoices are due or overdue?
  To know the customer balance detail
  Income by Customer
  Transaction List by Customer
  Invoice List
  Sales by Product
  What is Balance Sheet?
  Vendor Balance Details
  Expenses by Vendor
  Transaction List by Vendor
  Check Detail
  Deposit Detail
  Reconcile Report
  How to know beginning balances for each account?
  Trial Balance
  Transaction Detail by Account
  How can I view my recent transactions?
  Cash Flow Statement
  Account List
  How can I view all my transactions?
  Export a report to Microsoft Excel
  Purchase Payment List
  Sales by Customer Report
  Customizing the content of a report
  What changes can I make in header and footer of the reports?
  How do I change what a report shows?
  Print a report
  How to see debit and credit for each transactions?
  What does 'SPLITED' mean?
  Bills List
  How to compare data from different time periods?
  Credit card transactions report
  Aged Bills Report
  How to List the Budgets and Compare?
  Payroll Summary By Employee
  Pay Checks by Employee
  Payroll Liability Summary
  Sales By Product Summary
  Memorized Reports

UserAccounts

  How can I add new users to my company?
  What is the maximum number of users allowed per company?
  How can I change my password?
  How can I change my user's password?
  How can I make my user active?

Employee

  Add Employees
  Editing Employee Information
  Delete an Employee
  How to create paychecks?
  Add a pay type
  How to edit pay type information?
  How to delete pay type?
  Difference between Hourly and salary wage
  How to add pay schedule
  How to edit Pay Schedule?
  How to delete a pay schedule?
  How to add pay tax?
  How to edit Pay Tax Information?
  Deleting pay tax information
  How to add Payment or Deductions?
  How to edit Deduction information?
  Deleting Payments or Deductions
  How to add payroll for an employee?