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Tag: bank record

Create a bank record

March 23, 2020 SystemSIA How to setup a bank record, V. Maintenance

Bank transactions can be tracked in the system. Setup a bank record and save the cash flow.

1. On the menu, click Finance and select Bank Management.

2. Click the Create New button.

3. Fill up the fields and click the Save button.


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Categories

  • Getting Started
    • I. Getting started with Purchase Order
    • II. Getting started with Inventory
    • III. Getting started with Sales Order
    • IV.Getting started with Customer
  • User Guide
    • I. Purchasing
      • How to approve purchase requisition
      • How to receive item with serialization
      • Orders to purchase
      • Receive delivered items
      • Request items to purchase
    • II. Warehouse
      • Adjust stock quantity
      • Create a record of Returned Item from your customer
      • Create a record of Returned Item to your supplier
    • III. Sales
      • Create a Sales Order
      • Create Delivery Receipt
      • How to create a Tracking record
    • IV. Finance
      • Add a record in Collection
      • Create a Billing Order
      • Create an Invoice
    • V. Maintenance
      • How to back-up your data
      • How to edit System Access Availability
      • How to set-up assigning/borrowing record
      • How to set-up company management
      • How to setup a bank record
      • How to setup a customer record
      • How to setup a payee record
      • How to setup a product record
      • How to setup a product unit
      • How to setup a special discount
      • How to setup a vendor record
      • How to setup a warehouse record
      • How to setup an approver record
      • How to setup system access control
      • How to setup system users
      • How to setup terms

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