Step-by-step walkthroughs of everyday tasks: setup, documents, data exchange, errors. Written by the same engineers who run support.
— Open the 'Products' or 'Sales' section to access the exchange log — View the exchange results via API with marketplaces — Report an issue if the exchange completed with an error
— Enabling the setting for creating the document 'Receipt Adjustment'. — Creating the document through the 'Documents' section and filling in the necessary fields. — Uploading docu…
— Create an invoice for the customer in the 'Documents' section and fill in the necessary fields — Choose the method of sending the invoice and send it to the customer — Set up pay…
— Opening the section for accounting finished products and creating a document. — Changing the quantity of materials and automatic data update. — Processing the document for writin…
— Open the section for manual entry of transactions. — Select the type of transaction and fill in the transaction details. — Fill in additional details and select registers. — Spec…
— Launch the Month-End Closing Assistant from the 'Accounting' section. — Check the documents for accuracy and chronological order. — Confirm the completion of all regulatory opera…
— Open the 'Scheduled Operations' section in the 'Accounting' menu. — Select the necessary operations for month-end closing. — Start executing the selected scheduled operations. — …
— Instructions for accounting for allowances for doubtful accounts — Setting up accounting policy and enabling the checkbox for creating allowances — Specifying payment terms for c…
— Includes the setup of returnable packaging in the system — Facilitates the transfer, acquisition, sale, and return of returnable packaging
— Creating and configuring item price types through the section 'Goods → Settings → Price Types'. — Setting item prices in the sections 'Goods → Settings → Set Item Prices' and 'Wa…