Accountant(8)
Accounting Reports(8)
- How to view your Trial Balance Report
- How to view your Statement of Account Report
- How to view your Aging Report
- How to view your Invoice and Bill Report
- How to Generate Profit and Loss by Cost Center
- How to view your General Ledger Report
- How to view your Profit and Loss Report
- How to view your Balance Sheet Report
Inventory Management(9)
- How to Create a Warehouse and Location
- How to create a Unit of Measurement for products
- How to create a Delivery Method
- How to Scrap a Product
- How to Create a Product Variant
- How to Adjust the Inventory Level of a Product
- How to create a Reordering Rule for products
- Creating a Product
- How to Import Products and Services
Purchase Management(10)
- How to create a vendor/supplier
- How to create an RFQ (Request for Quotation)
- How to Create a Purchase Order
- How to create a supplier bill
- How to receive goods from a Purchase Order
- Creating a Supplier Credit Note
- How to register payment for supplier bill
- How to record payment for a supplier bill
- Cancelling a Supplier Bill
- How to cancel a paid supplier bill
Sales Management(15)
- How to create a customer
- How to Hide Discount in Quotation, Sales Order and Invoice
- How to Issue Packing List
- How to Issue a Pro-forma Invoice
- How to Add or Remove a Watermark on an Invoice
- Creating a Quotation
- Creating a Sales Order
- Creating a Customer’s Delivery Order
- How to create an Invoice
- Creating a Receipt
- Registering an Invoice Payment
- How to record a receipt
- How to cancel a paid Invoice
- How to create a customer credit note
- Cancel or Void an Invoice
Set Up and Configuration(10)
- How to Upload or Change your Company Logo
- How to Renew your DashBod Account
- How to Export my Data out from DashBod?
- Setting up your PEPPOL ID in DashBod
- The Different User roles in DashBod
- How to use startup wizard
- OCBC Bank Account Set Up
- How to set up expense types
- How to create a user
- How to reset password
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