Accounts Module
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
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
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
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
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
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
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
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
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
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