It is recommended to open each link in a new tab/window.
At the end of each section, there is a test.
Sales and marketing
- Introduction and Important information to allow sales team to promote Profitdiagnostix
sales and marketing test
Basics
- Logging in/ logging out
- Forgot password
- Creating a branch
- Changing account name/ details
- Invite users
- Adding reports to favourites
Basics test
Setup wizard
- Changing currency formatChanging percent format
- /wiki/spaces/SI/pages/54825336
- Creating staff groups/ Setting up staff aliases
- Mapping general ledger
- Setting Owner Wages (Manual Data Points)
- Mapping products
- Populating conversion items
- Setting targets (Target report)
Setup wizard test
Datasource
- Datasource - How to give access
- EzyVet
- MYOB Accountright
- Reckon/ QuickBooks Desktop
- Reckon Hosted
- RxWorks
- Sage 50 Accounts Desktop
- Xero
Datasource test
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- How to create a dashboard
- Scheduling reports
- Copying dashboard
- Add report to dashboard
- Delete report from dashboard
- Configure a report on a dashboard
- Resizing & moving report
- Changing chart types