Getting Started

Documents and guides to help new users find their way around the solution

3 articles by 2 authors

Assets

Managing Assets from the Asset Register

1 article by 1 author

Chart of Accounts

Guides and help on using the chart of accounts, including creating and managing accounts and ledger import

5 articles by 2 authors

CIS

1 article by 1 author

CRM

Guides and help on using CRM to keep track of your prospects and manage your customer relationships.

2 articles by 1 author

Customers

Guides and help on using the customer functionality

7 articles by 3 authors

Custom Documents

Guides and help on using the custom documents functionality to amend your form designs

11 articles by 1 author

Custom Fields

Guides to making the most out of our 'custom fields' feature

1 article by 1 author

Custom Reports and Dashboards

Guides and help on everything you need to know about creating custom reports and dashbaords

3 articles by 2 authors

Emailing

Using the emailing tools in Business Cloud Essentials

2 articles by 1 author

Employees & Payroll

Guides and help on employee management and using the inbuilt payroll functionality

9 articles by 3 authors

Excel Functions

Guides and help setting up dynamic links to your data from within Microsoft Excel.

9 articles by 2 authors

Financials

Guides and help on using the financial functionality; incl. banking and fixed assets

13 articles by 3 authors

Manufacturing

Guides and help on using features designed specifically for Manufacturing businesses

5 articles by 1 author

Stock & Order Items

Guides and help on using the stock management functionality

8 articles by 2 authors

Suppliers

Guides and help on using the supplier functionality

4 articles by 3 authors

Support Information

Useful articles and information from the support team

6 articles by 2 authors

VAT

Guides and help and advice on handling VAT

8 articles by 2 authors