Author: handdyaccounts_help

Is it possible for me to add a new item and how can I do so?
207 views

Yes it is possible to add a new item by following the simple steps

• In ‘Home’ under ‘Settings’ select ‘Items’

• The list of items that you have saved will appear in alphabetic order

• You can make changes to the existing items by selecting ‘Edit’ option
• You can erase the item that you do not want by using ‘Delete’ option
• Select ‘Add new item’ to enter details about an item that you wish to add

• In the ‘Add new item’ box, enter information like ‘Item name’, ‘Rate’, ‘Quantity’, ‘Unit’ and ‘Description’.
• Click on ‘Save’

• You can also import your contacts using a spread sheet by adopting the following steps

Step 1) Download the sample import file

Step 2) Copy your company and contact information to the Excel sheet

Step 3) Select the Import button and import the file

Step 4) If all the fields are configured correctly the contacts will get imported to your list

How do I add a new client?
214 views

• In the ‘Home’ section under ‘Settings’ choose ‘Your Customers’ option.

List of clients that you have saved will be displayed

• You can edit ‘Client name’, ‘Address’ and ‘email’ using ‘Edit’ option

• The ‘Add new client’ option allows you to include a new client.
• Enter ‘Client company, ‘First name’ and ‘Country’ of your client.
• Also enter ‘Last name’, ‘Address’, ‘Phone number’, ‘Fax’ and ‘Website’ of your client
• Hit ‘Save’ option.

How do I change my company address?
176 views

• In ‘Home’ section under ‘Settings’ select ‘Your Company Details’ option.

• In the ‘Company information’ page enter mandatory details like ‘Company name’, ‘First name’, ‘Country’

• Enter other information like ‘Last name’, Address’, ‘Fax’ and ‘Website’.

• ‘Add additional info’ section allows you to include any other information that you may want to include.

• Select ‘Update now’ option to save changes