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- Logging in/ logging out
- Forgot password
- Creating a branch
- Changing account name/ details
- Invite users
- Adding reports to favourites
Setup wizard
- Changing date formatChanging currency format
- Changing percent format
- 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)
Adding a connector
- DatasourceWhat is a datasource
- How to see if datasources are working
- How often is the data refreshed
- Healthcheck
- EzyVet
- MYOB Accountright
- Reckon/ QuickBooks Desktop
- Reckon Hosted
- RxWorks
- Sage 50 Accounts Desktop
- Xero
...
- What are the report types
- Transaction report
- Target transaction report
- Date/Time report
- By product report
- By user report
- By customer report
- Dashboard report
- Html info component
Row Types
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- Conversion Row
- Dashboard source row type
- Formula row type
- Invoice line row type
- Invoice row type
- KPI row type
- Profit and loss row type
- Data row type
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