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What's New
3 ArticlesRecent changes to QuickEasy BOS.
Getting Started
3 ArticlesSetting up QuickEasy BOS and choosing the settings.
Accounting
8 ArticlesSetting up the Chart of Accounts, Credit Terms and Currencies. Displaying and capturing ledger entries.
- Understanding the Chart of Accounts
- Chart of Accounts Interface
- Chart of Accounts Tutorials
- Ledger List Views
- Ledger Tutorials and Troubleshooting
- Currency Settings
- Currencies List View
- Currency Tutorials
Attributes
3 ArticlesAttributes are additional features you can add to records to capture information.
Calendars
7 ArticlesCalendars are used to manage resources. A separate calendar can be created for every resource that must be managed.
- Calendar Types Settings
- Calendar Types Edit View
- Calendar Types List View
- Calendar Type Tutorials
- Calendars Interface
- Calendar Tutorials
- Calendars and Transactions
Contacts
7 ArticlesThe contacts' feature is a central repository of all organisations and people linked to your business. It can include contractors, customers, suppliers, consultants, and staff.
- Contacts Default View
- Contacts Addresses View
- Contacts Credentials View
- Contacts Employment View
- Contacts Edit View
- Contacts Tutorials Creating and Editing
- Contacts Tutorials Viewing
Custom Reports
6 ArticlesOrganisations have access to their data to create whatever management reports they need.
- Custom Reports
- Edit Reports List and Edit Views
- Edit Reports Tutorials
- Edit Reports Edit SQL
- Edit Reports Formatted Text
- บทช่วยสอนการแก้ไขรายงาน
Customers
5 ArticlesCustomer Records, Age Analysis, Ledger, and Statements.
- Customer Records List and Edit Views
- Customer Records Tutorials
- Customer Age Analysis, Statements, and Ledger
- Customer Detailed Ledger
- Customer Age Analysis and Ledger Tutorials
Entities
5 ArticlesCompanies, branches, departments, divisions, cost centres, and locations are created as entities.
- Entity Types
- Entities List View
- Entities Edit View
- Entities Tutorials Creating and Editing
- Entities Tutorials List Views
Estimating
9 ArticlesEasy-to-use estimating features simplify complex estimates. There are extra estimating and item features for the printing industry.
- Quantity Types Explained
- Estimate Features and Calculations
- Estimate Type Tutorials
- Estimate Tutorials
- Estimate Types List View
- Estimate Types Edit View
- Estimates Interface
- Estimate Type Example – Digital Printing
- Estimate Type Example – Large Format Printing
Financial Statements
9 ArticlesExplaining the Statement of Profit or Loss, Statement of Financial Position, Trial Balance, and Financial Dashboard.
- How Financial Statements are Created
- Financial Reporting Dashboard Interface
- Financial Reporting Dashboard Tutorials
- Statement of Profit or Loss Interface
- Statement of Profit or Loss Tutorials
- Statement of Financial Position Interface
- Statement of Financial Position Tutorials
- Trial Balance Interface
- Trial Balance Tutorials
General Functions and Features
10 ArticlesFunctions that apply to multiple modules and a brief overview of the features in QuickEasy BOS.
- Features Overview
- Batch Updates
- Billing Methods
- Cloud Hosting
- Credit Terms
- Data Filters
- Groups
- Positions
- Statuses
- Status Tutorials
Items
10 ArticlesItems are used for costing, invoicing, and stock-control purposes.
- Item Extension Types
- Item Prices Explained
- Item Creation and Editing Interface
- Item Creation and Editing Tutorials
- Item List Views Interface
- Item List Views Tutorials
- Item Categories
- Item Attributes
- Item Summary
- Item: Print Costing Example
Layout
9 ArticlesExplanation of the layouts and grid displays.
- Layout
- Saving and Restoring Layouts
- Grid Views
- Grid View Tutorials
- Edit Views
- List Views
- Popups
- Footers
- Search Functions
Mobile App
8 ArticlesThe mobile app is browser-based and allows features such as timekeeping to be accessed from anywhere.
- Mobile App Interface
- Mobile App General Functions Tutorials
- Mobile App CRM Interface and Tutorials
- Mobile App Timekeeping Interface
- Mobile App Timekeeping Tutorials
- Mobile App Dashboard Interface and Tutorials
- Dashboard Interface (KPIs) BOS Desktop
- Dashboard Tutorials (KPIs) BOS Desktop
Notes and Attachments
3 ArticlesNotes and documents can be linked or attached to most records and transactions.
Output and Emails
8 ArticlesOutput allows users to send email reports and forms.
- Email List View
- Email Edit View
- Form Designer Interface
- Form Designer Tutorials
- Output Button
- Output Templates Module
- Output Template Tutorials
- Email Templates
Production Planning
6 ArticlesProduction planning features include multiple planning boards, managing stock, and ordering materials and services.
- Production Planning Setup
- Production Planning Jobs
- Production Planning Materials
- Production Planning Tasks
- Production Planning Outwork
- Production Planning FAQ and Troubleshooting
Service Manager
8 ArticlesService managers and tickets are used to manage processes, and to track time and costs.
- Service Tickets List View Interface
- Service Tickets Edit View Interface
- Service Tickets Tutorials
- Service Types List View Interface
- Service Types Edit View Interface
- Service Types Tutorials
- Project Templates List and Edit Views
- Project Templates Tutorials
Suppliers
5 ArticlesSupplier Records, Age Analysis, Ledger, and Remittance Advices.
- Supplier Age Analysis and Ledger Tutorials
- Supplier Detailed Ledger
- Supplier Records Tutorials
- Supplier Records List and Edit Views
- Supplier Age Analysis, Remittance Advices, and Ledger
Timekeeping
6 ArticlesTimekeeping can be integrated with transactions, production, and service tickets.
- Timekeeping Settings
- Timekeeping Edit View
- Timekeeping List View
- Timekeeping Tutorials
- Timekeeping User Access Tutorials
- Timekeeping Statuses Tutorials
Transaction Types
10 ArticlesTransaction Types create the interface and conditions for the recording of transactions.
- Transaction Types List View
- Transaction Types Edit View
- Transaction Type Tutorials
- Transaction Type Settings
- Copying Transactions (Copy Rules)
- Transaction Type Statuses Interface and Tutorials
- Transaction Categories Interface and Tutorials
- Transaction Types Output Tab
- Linking Transactions
- Followers
Transactions
6 ArticlesAll the transactions, their settings and examples.
- Transactions List View Interface
- Transactions List View Tutorials
- Transactions Edit View Interface
- Transactions Edit View Tutorials
- Transaction Warnings and Troubleshooting
- General Transaction Features
User Access
7 ArticlesManaging user access to features.
- Understanding User Access and Settings
- User Access Interface
- User Access by User
- User Access by Module
- User Access Setup Tutorials
- User Settings and Connections Tutorials
- User Access Tutorials
VAT
4 ArticlesValue Added Tax setup and integration.
- VAT Types Interface
- VAT Types Tutorials
- VAT Setup for Transaction Types Tutorials
- South African VAT Types
Administration
8 ArticlesDatabase and user access controls using BOS Tools.
- Admin – Currencies
- Admin – Databases
- Admin – Database Backups
- Admin – Database Upgrades
- Admin – Database Version Control
- Admin – Mobile App
- Admin – Subscribers
- Admin – Users