by Paula | Dec 5, 2022 | Seadistused
Changes in the chart of accounts In ERPLY Books, it is possible to add new accounts, change the name of existing accounts, deactivate accounts or lock them. These processes are described in this manual. Adding a new account to the chart of accounts ... by taavi | Nov 25, 2022 | Seadistused
Transaction templates By default, ERPLY Books prepares the invoice and the receipts-payments transactions according to the logic defined in the program. For example, in the case of a purchase invoice, the following transaction is made: C: Accounts payable D:... by taavi | Oct 31, 2022 | Uncategorized
Additional features Reports to e-mail plugin Implementation of invoice import Automate the accountant one day a week Module for invoices unlikely to be paid Additional functionality of prepaid VAT Massive use of prepayments Creating and editing contacts... by Paula | Aug 30, 2022 | Uncategorized
Adding files to contacts If you want to link some kind of file, such as an employment contract or a screenshot, etc., with a specific contact, there is an option to add the file under contacts. For that, open Contacts (“Sales -> Contacts”) and press the... by Paula | May 30, 2022 | Uncategorized
Managing contacts in ERPLY Books There are three types of contacts on ERPLY Books: Customers Suppliers Employees All of these types can be managed in the contact module at Sales or Purchases -> Contacts. When you click the circular i... by taavi | May 30, 2022 | Settings, Settings, Settings, Settings, Settings, Settings
Getting started with a zero balance There are two ways of getting started with a zero balance on ERPLY Books. 1. Copying an organization Open the Partner Panel of ERPLY Books On this page you can see all of your companies Activate the company that...