FAQs

User can manage addresses for customer:
User can manage addresses for customer
Add, Edit or Delete Addresses:
Add, Edit or Delete Addresses
Select other addresses:
Select other addresses
Bill records can be found in lists:
Bill records can be found in lists
Select or key in to search bills:
Select or key in to search bills
Bill Lists, e.g. Invoice List:
Bill Lists, e.g. Invoice List
Customize Invocie:
Customize Invocie
Modify MRT -> Edit:
Modify MRT -> Edit
After modifying template, File -> Save as... -> save report as:
After modifying template, File -> Save as... -> save report as
Save mrt file to you computer:
Save mrt file to you computer
Click custom form to upload:
Click custom form to upload
Upload mrt file:
Upload mrt file
Upload company logo and signature in company setting page:
Upload company logo and signature in company setting page
User can also delete logo or signature fields in customize form:
User can also delete logo or signature fields  in customize form
Please use Chinese font such as Arial Unicode MS or PMingLiu, to show characters:
Please use Chinese font such as Arial Unicode MS or PMingLiu, to show characters
Invoicing to request deposit:
Invoicing to request deposit
Customer deposit in receipt:
Customer deposit in receipt
Deduct deposit in Invoice:
Deduct deposit in Invoice
Sales Report -> Deposit Status Report:
Sales Report -> Deposit Status Report
Add row -> select shipping fee account and input amount:
Add row -> select shipping fee account and input amount
Click Return in Invoice:
Click Return in Invoice
or in Receipt, click Sales Return:
or in Receipt, click Sales Return
Input return qty:
Input return qty
In case donot know which invoice to return, user can input directly in Invoice
Input negative qty and selling price
:
In case donot know which invoice to return, user can input directly in Invoice; Input negative qty and selling price
Returned Invoice can deduct receive amount in next invoice:
Returned Invoice can deduct receive amount in next invoice
Prepaid deposit in payment:
Prepaid deposit in payment
Deduct prepaid in Purchase:
Deduct prepaid in Purchase
Purchase Report -> Prepaid Status Report:
Purchase Report -> Prepaid Status Report
Receive customer deposit:
Receive customer deposit
Deduct deposit:
Deduct deposit
Sales Report -> Deposit Status Report:
Sales Report -> Deposit Status Report
Admin can enable access rights, when there are more than 1 user:
Admin can enable access rights, when there are more than 1 user
Admin can set access rights for user, after enabling access rights:
Admin can set access rights for user, after enabling access rights
Admin can enable access rights, when there are more than 1 user and access rights enabled:
Admin can enable access rights, when there are more than 1 user and  access rights enabled
Access Right -> Pending Setting:
Access Right -> Pending Setting
Select which user to be approved:
Select which user to be approved
1 Origin rate and amount
2 Same amount and new rate
3 Exchange difference
:
1 Origin rate and amount; 2 Same amount and new rate; 3 Exchange difference
User can view in ledger:
User can view in ledger
1 Amount of loan to pay
2 Interest to pay
3 Payment account
:
1 Amount of loan to pay; 2 Interest to pay; 3 Payment account
After you have inputted in the bank item account:
After you have inputted in the bank item account
When comparing the actual bank statement,
Tick the box if found in the bank statement
Then the ticked row will be automatically put up into the above 'Balance per bank statement'
After that, the remaining items that doesn't appear in the bank statement but occurred in the bank ledger will be subject to the follow up status
:
When comparing the actual bank statement,; Tick the box if found in the bank statement; Then the ticked row will be automatically put up into the above
Click「Group」to open group list:
Click「Group」to open group list
Add, Edit or Delete Groups:
Add, Edit or Delete Groups
Select customer group:
Select customer group
To settle different currency, 1. other currency rate and amount, 2. exchange difference:
To settle different currency, 1. other currency rate and amount, 2. exchange difference
Click "C" to calculate MPF:
Click "C" to calculate MPF
MPF Calculator:
MPF Calculator
Stock page -> "Base Unit":
Stock page -> "Base Unit"
Enter "Unit Rate", "Conversion Unit" and other information:
Enter "Unit Rate", "Conversion Unit" and other information
Select unit in purchase or invoice:
Select unit in purchase or invoice
In Stock Flow Report, qty for related units:
In Stock Flow Report, qty for related units
Create Multi-Locations:
Create Multi-Locations
Add, Edit or Delete Locations:
Add, Edit or Delete Locations
In stock list, select stock to print, -> Print Barcode:
In stock list, select stock to print, -> Print Barcode
Edit:
Edit
To modify label size, select DataBand1, in properties, change column or height:
To modify label size, select DataBand1, in properties, change column or height
User may also select text fields, and change width:
User may also select text fields, and change width
After modifying template, File -> Save as... -> save report as:
After modifying template, File -> Save as... -> save report as
Save mrt file to you computer:
Save mrt file to you computer
Then upload the mrt file to update the template:
Then upload the mrt file to update the template
Select date to view report:
Select date to view report
Transfer closing Stock(P/L) into Stock(B/S):
Transfer closing Stock(P/L) into Stock(B/S)
Transfer closing Stock(P/L) into Stock(B/S):
Transfer closing Stock(P/L) into Stock(B/S)
Transfer Stock(B/S) into opening Stock(P/L):
Transfer Stock(B/S) into opening Stock(P/L)
Transfer Stock(B/S) into opening Stock(P/L):
Transfer Stock(B/S) into opening Stock(P/L)
User can also input directly in Accountant Input:
User can also input directly in Accountant Input
1 Lost or products to discard, quantity and purchase price
2 Stock loss, total amount
This will convert COGS to expenses
:
1 Lost or products to discard, quantity and purchase price; 2 Stock loss, total amount; This will convert COGS to expenses
To setup POS shortcut in shop setting, maximum 6 Payment Methods and 18 Products:
To setup POS shortcut in shop setting, maximum 6 Payment Methods and 18 Products
User can setup different shortcut for different shops:
User can setup different shortcut for different shops
Bank Statement Inquiry:
Bank Statement Inquiry
Select records:
Select records
Client reveiving email:
Client reveiving email
Click email link, client can select account:
Click email link, client can select account
After client save, user will receive email for changes:
After client save, user will receive email for changes