Basic Functionalities

Admins, Users, Divisions

In this video, you will find information on –

• Administrations – How to add administrations, Administration list, etc.
• Users – How to create users, User list, etc.
• Divisions – How to create divisions, how to add a user to a division, etc.

Useful links related to this Webinar –

• Managing administrations – SmartBooqing Knowledgebase
• Quick user guide – SmartBooqing Knowledgebase
• User Menu – SmartBooqing Knowledgebase

User and Administration Dashboard

In this video you will find information on –

• User Dashboard – Information tiles available, Administration list, Open Actions section. etc.
• Administration Dashboard – Information tiles available, Open Actions section, Scan email address, Portal Upload, Go Digital Dashboard etc.

Useful links related to this Webinar –

• User dashboard – SmartBooqing Knowledgebase
• Administration dashboard – SmartBooqing Knowledgebase
• ‘Go Digital’ dashboard – SmartBooqing Knowledgebase
• Guidelines for signed up user – SmartBooqing Knowledgebase

Review page and Document Detail page

In this video you will find information on –

• Review page, different sections, and features, searching documents using filters, etc.
• Document detail page – options and different views available, along with exporting and closing of documents.

Useful links related to this Webinar –

• Document detail page – SmartBooqing Knowledgebase
• Reviewing documents – SmartBooqing Knowledgebase

Contact list

In this video, you will find information on –
Contact list – The different views, coding rules, book always setting etc.

Useful links related to this Webinar –

• Managing contacts – SmartBooqing Knowledgebase

VAT/Tax setting and Coding

In this video, you will find information on –

Coding settings/Processing settings: Fixed coding, VAT coding, Article/Item coding, Summary coding, Specific coding, etc.

Useful links related to this Webinar –

• Managing contacts – SmartBooqing Knowledgebase
• Fixed coding – SmartBooqing Knowledgebase
• VAT coding – SmartBooqing Knowledgebase
• Article coding – SmartBooqing Knowledgebase
• Summary coding – SmartBooqing Knowledgebase
• Specific coding – SmartBooqing Knowledgebase

Administration setting

In this video, you will find information on –

• Administration General Settings – Suspense Codes, VAT Settings, Round off settings, Master Data, Description settings, No-Split PDF setting, Master Data, etc.

Useful links related to this Webinar –

• Administration General Settings – SmartBooqing Knowledgebase
• No split PDF – SmartBooqing Knowledgebase
• General Settings – SmartBooqing Knowledgebase

Contact list

In this video, you will find information on –

• Contact list – Setting up KvK numbers, Dual contact, Discounts, and discrepancy setting, Bulk edit, Column splitting, Incomplete sales, Creating new contact, etc.
• Different views present – Basic, Processing, Address view, and Document distribution.
• Settings of Book Always, Group booking, Always ask, Payment batch, etc.

Useful links related to this Webinar –

• Dual Contact Settings – SmartBooqing Knowledgebase
• Column splitting (extra lines per article) – SmartBooqing Knowledgebase
• Discount and other lines – SmartBooqing Knowledgebase
• Book always – SmartBooqing Knowledgebase
• Group booking – SmartBooqing Knowledgebase
• Incomplete invoices – SmartBooqing Knowledgebase

Templates

In this video, you will find information on –

• Templates – How to create? Source and follower administration.
• Template Contact List, Split contact setting, Bulk edit etc.

Useful links related to this Webinar –

• Template – SmartBooqing Knowledgebase
• Template relations split | merge working – SmartBooqing Knowledgebase
• Managing administration templates – SmartBooqing Knowledgebase
• Partial Template – SmartBooqing Knowledgebase

Dimensions

In this video, you will find information on –

• Dimensions – Cost codes, how to set up?
• Project codes.
• Free dimensions.
• Help section.

Useful links related to this Webinar –

• Dimensions Overview – SmartBooqing Knowledgebase
• Dimensions – SmartBooqing Knowledgebase
• Cost Unit – SmartBooqing Knowledgebase
• Cost Code – SmartBooqing Knowledgebase

Investment Coding and Intercompany setting

In this video, you will find information on –

• Investment Coding – on Contacts or Ledger codes.
• Intercompany transactions – on Contacts, Keywords or Ledger codes.

Useful links related to this Webinar –

• Investment coding – SmartBooqing Knowledgebase
• Inter-company transactions – SmartBooqing Knowledgebase

Authorisation

In this video, you will find information on –

• Authorisation – How to activate?
• Authorising/Rejecting documents, filters, and the views present, etc.
• User roles and their rights, setting up rules, Substitute authoriser, Replace authorisers, etc.
• Confirmation – How to activate?

Useful links related to this Webinar –

• Getting started- Authorisation – SmartBooqing Knowledgebase
• Type of users and their rights- Authorisation – SmartBooqing Knowledgebase
• Rules (Authorisation / Bypass) – SmartBooqing Knowledgebase
• Adding levels to rules- Authorisation – SmartBooqing Knowledgebase
• Authorisation and Confirmation-Actions – SmartBooqing Knowledgebase
• Authorisation – SmartBooqing Knowledgebase

PEPPOL with Smartbooqing

In this video, you will find information on –

• How to activate/deactivate PEPPOL?
• What is PEPPOL IN and OUT?
• Go Digital Dashboard.

Useful links related to this Webinar –

• ‘Go Digital’ dashboard – SmartBooqing Knowledgebase
• Peppol – SmartBooqing Knowledgebase