Activity Information window

This window has two views:

Profile view
History view

Analyse Balance Sheet window

This window has two views:

Ledger view
Graph View

Analyse Stock window

This window has two views:

Summary view
Detail view

Analyse Creditors window

This window has three views:

Summary view
Supplier Detail view

Purchase Detail view

Analyse Profit & Loss window

This window has two views:

Graph view
Ledger view

Analyse Debtors window

This window has three views:

Summary view
Customer Detail view

Sale Detail view

Card Information window

The window has several views:

Profile view
Card Details view

Selling Details view

Buying Details view

Payroll Details view

Payment Details view

Contact Log view

Jobs view

History view

Cash Flow Worksheet window

This window has two views:

Worksheet view
Analysis view

Credit Terms window

This window has two views:

Default Customer/Supplier view
Terms for Customer-Invoice No. view or Terms for Supplier-Purchase No. view

Currency Information window

This window has three views:

Currency Profile view
Sales Ledger Accounts view

Purchase Ledger Accounts view

Custom List and Field Names window

This window has six views:

Price Levels view
Item view

Customer view

Supplier view

Employee view

Personal view

Custom Lists window

This window has five views:

Item view
Customer view

Supplier view

Employee view

Personal view

Customer Reimbursable Expenses window

This window has two views:

To Be Reimbursed view
Reimbursed/Removed view

Easy Setup Assistant

There are five components of this assistant, each with multiple steps:

Customise:

Welcome to the Customise Easy Setup Assistant
Make data entry easier

Select the way accounts, items and cards are chosen

Set up multiple currencies

Create contact log entries

Review ageing periods

An alternative way to view Help and the To Do List

Congratulations!

Account:

Welcome to the Accounts Easy Setup Assistant
Set up the Accounts List to meet your business needs

Enter your opening balances

Congratulations!

Sales:

Welcome to the Sales Easy Setup Assistant
Choose sale layout

Decide on selling details

Assign sales tax to your customers

Set up payment information

Select the accounts to track customer receipts

Build your customer list

Enter historical sales for your customers

Purchases:

Welcome to the Purchases Easy Setup Assistant
Choose purchase layout

Decide on buying details

Assign sales tax to your suppliers

Set up payment information

Select the account to pay your supplier bills

Build your supplier list

Congratulations!

Payroll:

Welcome to the Payroll Easy Setup Assistant
Add payroll tax tables to your company file

Enter your payroll year

Confirm your payroll year

Set up your general payroll information

Assign linked accounts for your payroll transactions

Review your payroll categories - Wages

Review your payroll categories - Entitlements

Review your payroll categories - Deductions

Review your payroll categories - Expenses

Review your payroll categories - Taxes

Build your employee list

Congratulations!

New Company File Assistant

This assistant has several steps:

Introduction
Company Information

Accounting Information

Confirm Your Accounting Information

Build Your Accounts List

Select Your Accounts List

Company File

Conclusion

Enter Activity Slip window

This window has two views:

Single Slip Entry view
Multiple Slip Entry view

Field Information window

This window has five views:

Field Information window - Data Field
Field Information window - Text Field

Field Information window - Picture

Field Information window - Rectangle

Field Information window - Line

Find Transactions window

This window has six views:

Account view
Card view

Invoice view

Purchase view

Job view

Payroll Category view

Item Information window

This window has six views

Profile view
Item Details view

Buying Details view

Selling Details view

History view

Auto-Build view

Preferences window

This window has seven views:

System view
Windows view

Reports & Forms view

Chequebook view

Sales view

Purchases view

Security view

Prepare Time Billing Invoice window

This window has two views:

Work In Progress view
Completed Work view

Purchases Register window

This window has seven views:

All Purchases view
Quotes view

Orders view

Open Purchases view

Returns & Debits view

Closed Purchases view

Recurring Templates view

Purchases window

This window has four views:

Service view
Item view

Professional view

Miscellaneous view

Sales & Purchases Information window

This window has four views:

Comments view
Delivery Methods view

Referral Source view

Payment Methods view

Sales Register window

This window has seven views:

All Sales view
Quotes view

Orders view

Open Invoices view

Returns & Credits view

Closed Invoices view

Recurring Templates view

Sales window

This window has five layouts:

Service layout
Item layout

Professional layout

Time Billing layout

Miscellaneous layout

Settle Returns & Credits window

This window has two views:

Apply to Sale view
Refund Cheque view

Settle Returns & Debits window

This window has two views:

Apply to Purchase view
Refund Cheque view

Start a New Financial Year window

This window has five steps:

Start a New Financial Year windows (window #1)
Start a New Financial Year windows (window #2)

Start a New Financial Year windows (window #3)

Start a New Financial Year windows (window #4)

Start a New Financial Year windows (window #5)

Start a New Payroll Year window

This window has four steps:

Start a New Payroll Year windows (window No. 1)
Start a New Payroll Year windows (window No. 2)

Start a New Payroll Year windows (window No. 3)

Start a New Payroll Year windows (window No. 4)

VAT Code Information window

This window has three views:

VAT Type view
VAT - EC Purchases Type view

VAT - EC Sales Type view

To Do List window

This window has nine views.

Debtors view
Creditors view

Recurring Transactions view

Recurring Sales view

Recurring Purchases view

Expiring Discounts view

Orders view

Stock Alert view

Contact Alert view

View Activity Log window

This window has two views:

Diary View
Detail View