Zdoo ManualBook Info
1 About Zdoo
1.1 About Zdoo
1.2 Zdoo Features
1.3 Technical Support
1.4 Zdoo License
2 Installation and upgrade
2.1 Source Code Package Installation (for all systems)
2.2 One-click Installation Package for Windows (Recommended)
2.3 One-click Installation Package for Linux
2.4 Upgrade Zdoo
2.5 Zdoo Cloud
2.6 Remove ranzhi from the address
2.7 Data Backup
2.8 Install Ioncube
2.9 Install php-zip
3 CRM
3.1 Basic Workflow
3.2 Add Product
3.3 Add Customer
3.4 Create Order
3.5 Sign Contract
3.6 Manage Contacts
3.7 Manage Lists
3.8 Manage Supplier
3.9 CRM Settings
3.10 CRM Reports
4 OA
4.1 Todo
4.2 Review
4.3 Announcement
4.4 Attendance
4.5 Leave
4.6 Makeup
4.7 Overtime
4.8 Business Trip
4.9 Reimbursement
4.10 Lieu
4.11 Egress
4.12 Holiday
4.13 Settings
5 Cashflow(Cash)
5.1 Introduction
5.2 Basic Settings
5.3 Add Bank Account
5.4 Manage Account
5.5 Keep Account
5.6 Batch keep accounts and import
5.7 Reconciliation
5.8 Report
6 Project (Proj)
6.1 Project Workflow
6.2 Create Project
6.3 Create Task
6.4 Actions in a project
6.5 Action Views
6.6 Actions in a task
7 Document(Doc)
7.1 Introduction
7.2 Create Document Library
7.3 Create Document
8 TEAM
8.1 Introduction
8.2 Settings
8.3 Modules
9 Administration
9.1 Settings
9.2 User
9.3 Privileges
9.4 Apps
9.5 Email settings
10 Integration(ips)
10.1 Introduction
10.2 Integrate ZenTao
11 Customization
11.1 Get Ready
11.2 Zdoo Directory
11.3 Find the Code
11.4 Database Structure

Keep Account

2016-09-05 13:47:39
tengfei
2385
Last edited by Renee on 2019-08-12 11:15:39

You can start to keep an account once you have added accounts in Zdoo. There are 4 items of an account, including Income, expenses, transfer, and investment. "Transfer" means to transfer within your company, such as withdraw from your public account is a transfer to your cash account.


1. Income

Click "CASH"->"Income"->"+Income".


A window will pop out as shown below. Fill in the required fields and click "Save".


2. Expense

Click "CASH"->"Expense"->"+Expense".


A window will pop out as shown below. Fill in the required fields and click "Save".


Note

  • You can check "Customer", "Order", or "Contract" to differentiate the expense so to record the cost of sales.
  • You can also choose “Supplier” to record how much you spend on buying from certain suppliers.


3. Transfer

Click "CASH"->"Transfer"->"+Transfer".


A window will pop out as shown below. Fill in the required fields and click "Save". You can choose the account this transfer is From and the account this transfer is To. If there is any service fee, you can put it in "Fee".



4. Investment

Click "CASH"->"Invest"->"+Invest".


A window will pop out as shown below. Fill in the required fields and click "Save".


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