Learning Pathway for Project Managers
Great project management is about more than schedules and task lists. It involves visibility, structure, and control across people, time, and money. The Learning Pathway for Project Managers brings everything together into one connected experience—helping you manage projects confidently from first contact to final delivery.
Contacts
| Contacts | Contacts is a central database of all the customer, supplier, and staff (such as operators) records. Contacts Default View: Explains the fields, buttons, and available features for displaying a list of contacts. Contacts Addresses View: Explains the fields, buttons, and available features for displaying a list of contacts’ addresses. Contacts Edit View: Explains the fields, buttons, and available features for creating or editing contacts. Contacts Tutorials Creating and Editing: Step-by-step instructions for creating and editing contact records. Contacts Tutorials Viewing: Step-by-step instructions for using the related functions when displaying contact lists. |
| Custom Attributes | Custom Attributes can be created to capture bespoke information on customers or suppliers. Custom Attributes: Step-by-step instructions for creating custom attributes and adding them to customer or supplier records (contacts). |
| Attribute Sets | Attribute Sets Entities: Lists the available attribute sets for entities. Attribute Sets Persons: Lists the available attribute sets for individuals. |
| Customer Records | All the customers’ static information. Customers are part of Contacts. Customer Records List and Edit Views: Explains the fields, buttons, and available features for creating or editing customer records. Customer Records Tutorials: Step-by-step instructions for displaying, creating, editing, and deleting customer records. |
| Supplier Records | All the suppliers’ static information. Suppliers are part of Contacts. Supplier Records List and Edit Views: Explains the fields, buttons, and available features for displaying, creating, or editing supplier records. Supplier Records Tutorials: Step-by-step instructions for displaying, creating, editing, and deleting supplier records. |
Transaction Pathway
| Items | Items are the raw materials and finished goods used in production. Items can also consist of assemblies and costings (e.g. Item: Paper + Item: Ink + Task: Design + Task: Print = Item Finished Good: Brochure). Item Extension Types: Explains the types of items that are available. Item Prices Explained: Explains the various prices and how they are calculated and applied to transactions. Item Categories: Explains the fields, buttons, and available features for creating or editing categories and provides step-by-step instructions for creating and editing these categories. Item Creation and Editing Interface: Explains the fields, buttons, and available features for creating or editing items. Item Creation and Editing Tutorials: Step-by-step instructions for creating and editing items and using the available features. Item Attributes: Attributes are additional information that is added to items. These can be fixed sets that are used for estimating or custom sets. This article explains the fields, buttons, and available features for creating or editing attributes. Lists all the available attributes. Provides step-by-step instructions for adding attributes to items. Item List Views Interface: Explains the fields, buttons, and available features for viewing item lists. Item List Views Tutorials: Step-by-step instructions for viewing item lists and using the available features. Item Summary: Explains the item summary sections, fields, buttons and available functions. Provides step-by-step instructions for using the functions. Item: Print Costing Example: An example of an item with a costing that is used for a print project. |
| Calendars | Calendars can be used as a stand-alone module or integrate with transactions to manage the resources (e.g. personnel or machines) need to produce the items. Calendar Types create a template for a specific calendar. Calendar Types Settings: Explains the settings available to create and customise calendars. Calendar Types Edit View: Explains the fields, buttons, and available features for creating a Calendar Type. Calendar Types List View: Explains the fields, buttons, and available features for displaying a list of Calendar Types. Calendar Type Tutorials: Step-by-step instructions for creating and editing Calendar Types. Calendars Interface: Explains the fields, buttons, and available features for using calendars. Calendar Tutorials: Step-by-step instructions for using calendars. Calendars and Transactions: Step-by-step instructions for setting up and entering transactions to integrate with calendars. |
| Transaction Types | Transaction Types create the rules and environment for capturing transactions (e.g. which accounts can be debited or credited, how VAT is treated, and which of the additional features (e.g. calendars, estimating) are available. Transaction Types List View: Explains the fields, buttons, and available features available for displaying a list of Transaction Types. Transaction Types Edit View: Explains the fields, buttons, and available features for creating or editing Transaction Types. Transaction Type Tutorials: Step-by-step instructions for creating Transaction Types. Each tab (1 – 5) is explained in detail below: 1. Transaction Type Settings: Part of creating Transaction Types. Explains the available settings, when to apply them and how to add them. 1a. Followers: Part of Transaction Type settings. Followers are the email recipients that receive the Output (e.g. Quotes, Invoices). Provides step-by-step instructions on using the followers’ feature. 2. Copying Transactions (Copy Rules): Part of creating Transaction Types. Explains the rules that determine when a transaction can be copied to create a new transaction (e.g. Quotation to Customer Invoice). Also explains how to set up the manual or automated copying of transactions. 2a. Linking Transactions: Part of Copying Transactions. Background information on what a transaction flow is and how it is created. 3. Transaction Type Statuses Interface and Tutorials: Part of creating Transaction Types. Explains how to create and edit statuses, including rules such as when a transaction can be edited, is posted to the ledger, or affects inventory. 4. Transaction Categories Interface and Tutorials: Part of creating Transaction Types. Allows transactions to be grouped to extract analytical data from it. Explains the fields, buttons and provides step-by-step instructions for creating and editing categories. 5. Transaction Types Output Tab: Part of creating Transaction Types. Output refers to the forms or documents that are created from the transaction (e.g. Quotation, Invoice, Worksheet). Explains how to link Output to the transaction type, and the related settings. |
| Transaction Type Examples | Screenshots and brief explanations of various Transaction Types. Customer Transactions: Setup Example – Quotations Setup Example – Customer Invoices Setup Example – Customer Credit Notes Setup Example – Delivery Notes Setup Example – Customer Journals Setup Example – Customer Receipts Inventory Transactions: Setup Example – Goods Received Setup Example – Goods Issued Setup Example – Goods Returned Setup Example – Stock Adjustments Setup Example – Transfer Issued Setup Example – Transfer Received Supplier Transactions: Setup Example – Supplier Debit Notes Setup Example – Supplier Invoices Setup Example – Supplier Journals Setup Example – Supplier Payments Production Transactions (non-accounting): Setup Example – Purchase Orders Setup Example – Sales Orders Setup Example – Work Orders |
| Transactions | Explains the features of capturing transactions and the available reports. General Transaction Features: Explains the features available to all transactions and the rules (e.g. for pricing and quantities) that applied. Transactions List View Interface: Explains the fields, buttons, and available features for viewing a list of transactions. Transactions List View Tutorials: Step-by-step instructions for using the available features when viewing transaction lists. Transactions Edit View Interface: Explains the fields, buttons, and available features for creating or editing transactions. Transactions Edit View Tutorials: Step-by-step instructions for creating, editing, and deleting transactions. Transaction Warnings and Troubleshooting: Lists transaction warnings and errors and explains how to resolve them. |
| Transaction Examples | Brief explanations and screenshot examples of transactions. Transaction Examples – Customers: Invoices, Credit Notes, Delivery Notes, Customer Receipts Transaction Examples – Suppliers: Invoices, Debit Notes, Payments Transaction Examples – Production: Sales Orders, Purchase Orders, Work Orders Transaction Examples – Inventory: Stock-movement transactions. |
Service Manager Pathway
| Service Manager | The Service Manager can be used to create and manage project tasks. Service Types create the rules and features of service tickets. Project Templates are created to manage projects. Service Types List View Interface: Explains the fields, buttons, and available features for displaying a list of Service Types. Service Types Edit View Interface: Explains the fields, buttons, and available features for creating a Service Type. Service Types Tutorials: Step-by-step instructions for creating and editing Service Types. Service Tickets List View Interface: Explains the fields, buttons, and available features for displaying a list of service tickets. Service Tickets Edit View Interface: Explains the fields, buttons, and available features for creating a service ticket. Service Tickets Tutorials: Step-by-step instructions for creating, editing, and managing service tickets. Project Templates List and Edit Views: Explains the fields, buttons, and available features for creating a project template. Project Templates Tutorials: Step-by-step instructions for creating and editing project templates. |
Timekeeping and Mobile App
| Timekeeping | The timekeeping module can be used to record the time staff spend working on transactions, projects, and tasks. Timekeeping Settings: Explains the available timekeeping settings and how to apply them. Timekeeping Edit View: Explains the fields, buttons, and available features for creating timekeeping records. Timekeeping List View: Explains the fields, buttons, and available features for displaying a list of timekeeping records. Timekeeping Tutorials: Step-by-step instructions for creating, editing, or deleting timekeeping records. Timekeeping User Access Tutorials: Step-by-step instructions for managing user access to timekeeping records. Timekeeping Statuses Tutorials: Step-by-step instructions for creating statuses for timekeeping records. |
| Mobile App | Timekeeping for transactions and project tasks can be managed from the mobile app. Mobile App Interface: Explains the fields, buttons, and available features for using the Mobile app. Mobile App General Functions Tutorials: Step-by-step instructions for using the Mobile app. Mobile App CRM Interface and Tutorials: Step-by-step instructions for using the customer-relationship features on the Mobile app. Mobile App Timekeeping Interface: Explains the fields, buttons, and available features for using the Mobile app for timekeeping. Mobile App Timekeeping Tutorials: Step-by-step instructions for using the Mobile app for timekeeping. |
Customer and Supplier Age Analysis and Ledger
| Customer Age Analysis and Ledger | Customer balances and transactions can be viewed on the customer age analysis and ledger which are part of the same interface. Customer Age Analysis and Statements: Explains the fields, buttons, and available features for displaying the customer age analysis and generating statements. Customer Detailed Ledger: Explains the fields, buttons, and available features for displaying the customer ledger. Customer Age Analysis and Ledger Tutorials: Step-by-step instructions for displaying the customer age analysis and ledger and using the available features. |
| Supplier Age Analysis and Ledger | Supplier balances and transactions can be viewed on the supplier age analysis and ledger which are part of the same interface. Supplier Age Analysis and Remittance Advices: Explains the fields, buttons, and available features for displaying the supplier age analysis and generating remittance advices. Supplier Detailed Ledger: Explains the fields, buttons, and available features for displaying the supplier ledger. Supplier Age Analysis and Ledger Tutorials: Step-by-step instructions for displaying the supplier age analysis and ledger and using the available features. |
Learn More
- Learning the Basic Functions of QuickEasy BOS: The basic features of QuickEasy BOS.
- Learning Pathway for Accountants / Bookkeepers: Entities, currencies, transactions, ledger, financial statements, and VAT.
- Learning Pathway for Creditors’ Clerks: Supplier records, reports, and transactions.
- Learning Pathway for Customer Relations: Helpdesk, customer relations, service tickets, and contacts.
- Learning Pathway for Debtors’ Clerks: Customer records, reports, and transactions.
- Learning Pathway for Estimators: Items and estimating features.
- Learning Pathway for Human Resources: Contacts, service manager, and timekeeping.
- Learning Pathway for Production Managers: Production planning and related features.
- Learning Pathway for Sales Reps and Managers: Customer records and transactions, service manager for sales leads.
