BusinessMan Support

From sales order processing we will move to the financials area by selecting the financials button at the top.

We have now entered the financials dashboard. From here we have an overview of the elements corresponding to the financial aspects of the company.

Along with a business snapshot which allows you to view the order values and invoiced and quoted values within selected date ranges, you also have an order status area showing the different statuses of orders in progress. Additionally you have a customer invoice area showing the payment status of invoices that had been issued.

Company purchases are also catered for with a purchase order status area. Numerous filters are available to view the full range of purchase orders in progress.

Along the top of this window there are several more options available to us including invoicing, credit notes, settings and ledgers.