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Home Page
Adding Items To Icon Bar
Customizing The Icon Bar
Using KeyBoard Shortcuts
General Shortcuts
Dates Shortcuts
Editing Shortcuts
New Company Set-Up
Creating New Company Using Easystep Interview
Setting Chart of Accounts
Add New Accounts
Delete Accounts
Edit Accounts
Make Accounts Active/Inactive
Turn On/Off Account numbers
Enter Opening Balance
Working With Customers - Accounts Receivable
Creating Estimates and Invoices
Converting Estimates to Invoices
Creating Invoices
Receiving Full and Partial Payments
Recording Deposits In Bank
Creating Sales Receipts
Issuing Refunds
Applying to Existing Invoices
Creating Cheques For Refunds
Retain Refund As Credit
Overview of Customer Center
Working With Vendors - Accounts Payable
Entering Bills
Paying Full and Partial Payments
Paying Through Cheque
Paying Through Online Banking
Paying Through Debit Card
Paying Through Credit Card
Applying Credit Memos
Overview of Vendor Center
Banking
Writing and Voiding Cheques
Assigning Cheque Numbers
Printing Cheques
Transferring Funds
Reconciling Bank Accounts
Entering Credit Card Charges
Payments To Credit Cards
GST/HST
Setting Up Sales Tax - HST
Filing HST Returns
Manual Filing
Internet Filing
Recording HST Payment or Refund
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Inventory
Adding Inventory Items
Creating Purchase Orders & Cancellations
Receiving Inventory With Bill Against Purchase Orders
Receiving Inventory Without Bill Against Purchase Orders
Paying Inventory Suppliers
Adjust Inventory On Hand
Creating Inventory Groups and Assemblies
Activating Units of Measure
Multi-Currency
Turning ON this feature
Adding multiple currencies
Download Currency Rates
Applying multi-currency function on transactions
Payroll
Overview of the Employee Center
Creating Payroll Schedules
Creating Employees
Creating Payroll Items (Wages, Salaries, Taxes, Benefits, etc)
Paying Employees
Printing Pay Cheques
Reviewing Source Deductions & Payroll Liabilities
Creating T4s and Efiling T4s
Creating Record of Employment
Forms
Customizing Invoice - Adding Logo, etc
Importing/Exporting Templates
Batch Invoice Emailing
Other Advanced Features
Working With Class Tracking Feature
Setting Price Levels For Inventory Item
Progress Invoicing
Exporting Items, Lists, Vendors, Customers
Importing Customers & Vendors from Excel
Merging Accounts, Vendors and Customers
Find transactions FAST and other time saving features
Managing Petty Cash
Reports
Customizing Reports
Memorizing Reports
Creating Report Groups
Adding Reports To Icon Bar
Exporting Reports To Excel
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