1. Administration Settings
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
2. 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
3. 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
4. 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
5. 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
6. Investment Coding and Intercompany Settings
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
7. 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 –