Accounts Module

Create and Send a Cost Estimate
With Magnetic, it's easy creating and sending your clients cost estimates. ***Note***Only users with Accounts Permissions can access this featur...
Tue, 22 Oct, 2019 at 12:24 PM
Create tasks from a Cost Estimate
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.  ***No...
Tue, 22 Oct, 2019 at 12:29 PM
Create a Purchase Order
Magnetic caters for companies who work with purchase orders. What is a Purchase Order (PO)? A purchase order (PO) is a commercial document and first ...
Wed, 23 Oct, 2019 at 10:40 AM
Creating a Tax Invoice
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 can o...
Wed, 23 Oct, 2019 at 2:49 PM
Create a Supplier Invoice
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...
Thu, 24 Oct, 2019 at 9:29 AM
Create a Credit Note
On Magnetic, you can create a Credit Note(CN) directly from a Tax Invoice(TI) Follow these steps: Hover your mouse cursor over accounts. Click o...
Thu, 24 Oct, 2019 at 10:11 AM
Add an Expense
You can easily keep track of your company expenses with Magnetic. Follow these steps to add expenses: Hover over Accounts with your mouse cursor. Cli...
Thu, 24 Oct, 2019 at 10:18 AM
Setting external billing names
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 rat...
Thu, 24 Oct, 2019 at 11:57 AM
Activate approved customers and suppliers for billing
Activating this feature restricts the ability to bill only selected customers and suppliers by Account Administrators. Follow these steps to activa...
Thu, 24 Oct, 2019 at 12:09 PM
Accounts workflow for Cost Estimates
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...
Thu, 24 Oct, 2019 at 12:11 PM