by Paula | Aug 10, 2023 | Uncategorized
Additional options for the invoice row This manual describes the additional action options for the invoice row which can be configured for using various functions. These options are: Copy row Project Splitter Add deduction Fringe Benefit Connect row Copy row... by Paula | Aug 8, 2023 | Uncategorized
Functionality of the customer portal In ERPLY Books, it is possible to use the customer portal. In the customer portal, you can see information related to your customers or suppliers (invoices, customer/supplier report). When you send an invoice to a customer... by Paula | Aug 8, 2023 | Integrations
Automatic sync for integrations This manual describes how to set up automatic synchronization for integrations. To set up automatic integration sync, you first need to open the “Automatic sync for integrations” module in the dashboard. ... by kristiina | Jul 28, 2023 | Uncategorized
Adding rules to all organisations at once Let’s say you have 30 companies. And you need to apply new rule for every one of them. For example want to apply that no companies would not show articles in purchase invoices (and show account instead). Or want to apply... by kristiina | Jul 4, 2023 | Seadistused
Opening balances In ERPLY Books you can add opening balances if you go to ‘’Settings -> Initial Data -> Opening Balances’’. You then have to select transaction date for the opening balances. Now write your balances in the relevant cells and click... by kristiina | Jun 27, 2023 | Settings, Settings, Settings, Settings, Settings, Settings
ERPLY Books includes about 50 Key Performance Indicators, which a user can see in the charts. There are usual financial KPIs – for example ROE, ROA, ROR, as well as liquidity, bankruptcy KPIs. In addition, the KPI module allows users to compare different years and...