To add a new customer, goto Personalisation -> Customer & Supplier Setup The top half of the screen enables new customers to be added, the bottom half of the screen enables new suppliers to be added. Adding a New Supplier Press the “New Supplier” button above the bottom Suppliers Listing. Complete the new supplier details.
01. Getting Started
How do I Add a New Customer ?
To add a new customer, goto Personalisation -> Customer & Supplier Setup. The top half of the screen enables new customers to be added, the bottom half of the screen enables new suppliers to be added. Adding a New Customer Press the “New Customer” button above the top Customers Listing. Complete the new customer details. […]
How do I Add a New Project ?
Adding a New Customer Client chargeable projects require a customer to be allocated to, internal projects do not required a customer. See How to Add a New Customer. Adding a New Project Code A new project is added by selected Personalisation -> Project Setup. The project setup screen permits both client chargeable and internal project […]
Can I amend the Opening Balances ?
Once opening balances have been entered and saved the accounting records are created for the company. Should there be a requirement to amend the opening balances then go into the opening balances screen make the necessary amendments and press the save button. ZotaBooks will create the required accounting entries to make the opening balances as […]
How do I add my opening balances ?
When adding a new company to ZotaBooks there may be existing balances in the companies accounting records, adding these opening balances is straightforward in ZotaBooks. ZotaBooks Opening Balances The opening balances screen in ZotaBooks is located under the Personalisation menu, at the end of menu items list. Entering Opening Balances The opening balance screen contains […]
How to add your first company to ZotaBooks
ZotaBooks is a powerful integrated cloud based business and accounting eco-system, providing a wide set of features and capabilities to support business. Setting Up Your Company ZotaBooks asks you to setup a company on first login, until the company has been setup each time you login you will see the company setup screen. ZotaBooks asks […]
