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osFinancials menu

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File menu

  1. Open Set of Books
  2. Create a Set of Books
    1. Copy a Set of Books
    2. Let osFinacials help you to create a Set of Books
    3. Create a Set of Books (Advanced)
    4. Convert from TurboCASH 3 to osFinancials 1
    5. Convert from TurboCASH 4 to osFinancials 1
    6. Connect to a Database (Set of Books) from a Remote Server
  3. Close Set of Books
  4. Delete Set of Books
  5. Save Set of Books As
  6. Backup / Restore Set of Books
    1. Backup Set of Books
    2. Restore Set of Books
  7. Switch Language
  8. Exit osFinancials
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Edit menu

  1. Accounts - Create, Edit and Delete
    1. Bank Accounts
    2. Creditor Accounts
      1. General Information
      2. Remittance
      3. Accounting Information
      4. Contacts
      5. Appointments
      6. Documents
      7. Transactions
    3. Debtor Accounts
      1. General Information
      2. Statements
      3. Accounting Information
      4. Contacts
      5. Appointments
      6. Documents
      7. Transactions
    4. General Ledger Accounts
    5. Tax Accounts
  2. Budget - Create, Edit and Delete Budget Figures
  3. Contact
  4. Delete - Contacts, User Reports and Documents
  5. Repeating Transactions
  6. Repeating Invoices
  7. Stock
  8. User Reports
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Input menu

  1. Adjust Stock
  2. Batch Entry
  3. Documents
    1. Orders
    2. Purchases
    3. Supplier Returns
    4. Quotes
    5. Invoices (menu)
      1. InvoicesEnter
      2. Print Delivery Notes
    6. Credit Notes
    7. POS Invoice
    8. Confirm
    9. Print
  4. Open Item Link
  5. Reconcile Bank
  6. Update Ledger
  7. Calendar
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Reports menu

Standard Reports

  1. Batch Type Reports
  2. Creditor Reports
    1. Creditor Age Analysis
    2. Creditor Listing
    3. Creditor Print Labels
    4. Creditor Remittance Advises
    5. Creditor Transactions
  3. Contact Listing
  4. Debtor Reports
    1. Debtor Age Analysis
    2. Debtor Listing
    3. Debtor Labels
    4. Debtor Statements
    5. Debtor Transactions
  5. General Ledger Reports
    1. Budget Performance
    2. Chart of Accounts (Account Listing)
    3. Cash Flow
    4. General Ledger Transactions
    5. General Ledger Account Movements
    6. Trial Balance
    7. Income Statement
    8. Balance Sheet
  6. Reconciliation
  7. Document Listing
  8. Stock Item Reports
    1. Stock Activity
    2. Stock Item Back-Order
    3. Stock Item Movement Summary
    4. Stock Item Labels
    5. Stock Item Re-Order
    6. Stock Item Listing
  9. Sales Analysis Reports
    1. Sales by Customer
    2. Sales by Product
    3. Sales by Salesperson
    4. Sales by Group
    5. Salesperson by Product
    6. Salesperson by Customer
    7. Product by Customer
    8. Product by Salesperson
    9. Customer by Salesperson
    10. Customer by Product
  10. Point-of-Sale Reports
  11. Purchase Analysis Reports
    1. Purchases by Supplier
    2. Purchases by Product
  12. Tax Reports
  13. User Reports
  14. Reportman reports
    1. Assamblage
    2. Order Listing
    3. Report Examples
    4. Graphs
    5. Sales Analysis


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Setup menu

  1. Setup Preferences
    1. Backup Path
    2. Fonts
    3. Colours
    4. Data Parameters
    5. Define Labels
    6. Printer
    7. Theme
  2. Setup System Parameters
    1. Batch Types
      1. Create Batch Types Journals
      2. Payments and Receipt Batches for Bank Accounts
      3. Delete Batch Types (Journals)
      4. Edit or Rename Batch Types (Journals)
    2. Company Information and Default Settings
    3. Groups Setup
      1. Account Groups Setup
      2. Debtor Groups Setup
      3. Creditor Groups Setup
      4. Document Groups Setup
    4. Financial Categories
    5. Reporting Dates
    6. Statement Setup
    7. Documents Setup
      1. Documents Setup - Invoices
      2. Documents Setup - Credit Notes
      3. Documents Setup - Purchases
      4. Documents Setup - Supplier Returns
      5. Documents Setup - Orders
      6. Documents Setup - Quotes
      7. Change Document Numbers
    8. Salespersons
    9. Stock Information
    10. Internet Setup
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    Tools menu

    1. Calculator
    2. Global Processes
      1. Clear / Reset
      2. Update Server
      3. Transfer Transactions
        1. Transfer Creditor Accounts
        2. Transfer Debtor Accounts
        3. Transfer Bank Accounts
        4. Transfer Tax Accounts
        5. Transfer General Ledger Accounts
        1. Cancel Reverse Posted Transactions
        2. Cancel - Reverse Posted Batches (Journals)
        3. Cancel - Reverse Posted Documents
      4. Copy from a Set of Books
    3. Report Designer
    4. Search - Investigator
    5. T-Account Viewer
    6. Export
    7. Import
    8. Data Integrity Check
    9. Script Engine
    10. Customise Language
    11. Generate Reportman Directories
    12. Plug-ins
      1. Reminders
      2. Drill Down
      3. Handy Tools
      4. OBAangifte
      5. Register Plug-ins
      6. Remittance
      7. ReportMan
      8. SQL Browser
      9. XML Audit File Financial

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    Help menu

    1. Help
    2. About osFinancials
    3. Support
    4. Show Welcome
    5. Online Registration
    6. Register your osFinancials
    7. Forum
    8. Bug report (SourceForge)
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