Difference between revisions of "Financials Reference Manual"
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* [[Partners Home Screen]] | * [[Partners Home Screen]] | ||
| − | Invoices | + | '''Invoices''' |
* [[Create Partner Invoice]] | * [[Create Partner Invoice]] | ||
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* [[Invoice Partners]] | * [[Invoice Partners]] | ||
| − | Agreements | + | '''Agreements''' |
* [[Create Partner Agreements]] | * [[Create Partner Agreements]] | ||
Revision as of 17:45, 18 December 2007
The opentaps Financials application is designed to help you manage all the finances of an organization. It supports accounts receivables, accounts payables, general ledger transaction, employees and payroll, and financial statements and analysis.
Contents
Receivables Screens
Invoices
Agreements
Payment
Customer Billing Accounts
- Create Customer Billing Account Screen
- Find Customer Billing Account Screen
- View Billing Account Screen
Finance Charges
Reports
- Balances by Customer Screen
- Customer Statement Screen
- Accounts Receivables Aging Screen
- Receivables Average DSO Report Screen
- Credit Card Settlements Report Screen
Payables Screens
Invoices
- Create Vendor Invoice Screen
- Create Credit Memo Screen
- Find Vendor Invoices Screen
- Find Credit Memos Screen
- View Invoice Screen
- Modify Invoice Items Screen
Payment
- Make a Payment Screen
- Find Payment Screen
- View Payment Screen
- Pay Multiple Vendors (Check Run) Screen
- Print Checks Screen
Commissions
- Create Commission Agreement Screen
- Find Commission Agreements Screen
- View Commission Agreement Screen
- Create Commission Invoice Screen
- Find Commission Invoices Screen
- Commission Balances Screen
- Commissions Statement Screen
Reports
- Balances by Vendor Screen
- Vendor Statement Screen
- Accounts Payables Aging Screen
- Payables Average DSO Report Screen
Partners Screens
Invoices
Agreements
Employees Screens
Ledger Screens
- Quick Transaction
- Create Transaction Screen
- Edit Transaction Screen
- Unposted Transactions Screen
- View Transaction Screen
- Settle Payments Screen
- Select Account to Reconcile Screen
- Reconciled Account Balance Screen
- Reconcile Account Screen
- Exchange Rates Screen
- Recurring Invoices Screen
- Adjust Inventory Values
Reports Screens
Accounting
Financials
- Income Statement Screen
- Comparative Income Statement Screen
- Balance Sheet
- Comparative Balance Sheet Screen
- Cash Flow Statement
- Comparative Cash Flow Statement
Inventory
Tax
Analysis
