by kristiina | Jun 27, 2023 | Uncategorized
ERPLY Books includes about 50 Key Performance Indicators, which a user can see in the charts. There are usual financial KPIs – for example ROE, ROA, ROR, as well as liquidity, bankruptcy KPIs. In addition, the KPI module allows users to compare different years and... by kristiina | Jun 26, 2023 | Uncategorized
Account mapping enables to set rules with a different hierarchy to provide a better overview. For instance, revenues may be separated by countries/regions: revenue from your domestic operations goes to the account X, revenue from your operations in the US or Canada... by kristiina | Jun 26, 2023 | Uncategorized
You can import all kinds of data into ERPLY Books whenever you need: invoices, customers, suppliers, articles, accounts, payments, the general ledger and so on. If you import more than 1,000 invoices, use a CSV file. With Ctrl+C and Ctrl+V key combinations you can... by Paula | May 25, 2023 | Seadistused
Adding files to documents This manual describes how to add files to different documents in ERPLY Books. This opportunity to add files is available in several modules: you can add files to sales invoices, purchase invoices, transactions, contact cards and... by Paula | May 24, 2023 | Settings, Settings, Settings, Settings, Settings, Settings
Using email templates In ERPLY Books, it is possible to configure different templates for the emails that are sent out. For example, if you want to send a payment reminder, you can set up a template for the payment reminder, and when you send a payment reminder... by Paula | May 24, 2023 | Seadistused, Seadistused
How to see a summary of already selected invoices? This manual describes how to see the quantity/amount of invoices that are already selected by contacts in a separate window in the Invoices module. If this rule is enabled, selecting Invoices in the Purchase...