Accounts Module
With Magnetic, it's easy creating and sending your clients cost estimates.
***Note***Only users with Accounts Permissions can access this fea...
Tue, 11 Apr, 2017 at 9:43 AM
Magnetic is full of useful shortcuts that can save you loads of time. This includes creating tasks directly from line items in a cost estimate.
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Wed, 21 Dec, 2016 at 2:15 PM
Magnetic caters for companies who work with purchase orders.
What is a Purchase Order (PO)?
A purchase order (PO) is a commercial document and f...
Tue, 11 Apr, 2017 at 9:43 AM
There are two methods for creating a tax invoice on Magnetic.
METHOD 1: Create a Tax Invoice(TI) directly from a cost Estimate
***Note*** You ...
Tue, 11 Apr, 2017 at 9:43 AM
There are two methods for creating a supplier invoice on Magnetic. METHOD 1: Create a Supplier Invoice(SI) directly from a Purchase Order(PO) Follow...
Tue, 11 Apr, 2017 at 9:44 AM
On Magnetic, you can create a Credit Note(CN) directly from a Tax Invoice(TI)
Follow these steps:
Hover your mouse cursor over accounts.
...
Tue, 11 Apr, 2017 at 9:44 AM
You can easily keep track of your company expenses with Magnetic. Follow these steps to add expenses:
Hover over Accounts with your mouse cursor.
C...
Tue, 11 Apr, 2017 at 9:45 AM
Do you have multiple billing type names for various positions but only want clients to see a single name?
For example, you have assigned a billing ...
Wed, 21 Dec, 2016 at 2:19 PM
Activating this feature restricts the ability to bill only selected customers and suppliers by Account Administrators.
Follow these steps to a...
Wed, 21 Dec, 2016 at 2:19 PM
In this tutorial we will cover a standard workflow to following for creating, approving Cost Estimates and through to getting them Billed. This is a thoroug...
Wed, 21 Dec, 2016 at 2:21 PM