Add a Customer The Customers module is a database of all customer records and provides a comprehensive menu to manage customers, allowing tailoring of individual options for different customers and a central repository of all customer transactions. Required Fields can be controlled in Customer Settings. Know what you want to identify and use these to ensure that you are collecting the information you need to know about your customers.
Create a new GL Account General Ledger accounts are the base for financial reporting within Infusion. Transactions are recorded against GL accounts, and in turn the accounts support the Profit and Loss, Balance Sheet, Trial Balances and other reports.
Icons and command buttons Icons and buttons are used to navigate through Infusion and to execute commands. Initial navigation is from the Main Menu and further commands are found in the toolbar as well as within records and transactions.
Preparing documents and reports for print or email Reports, transactions and documents can be created for external use outside of Infusion and are available to Print, Email or Download. They can also be Opened to view within a browser for easier screen reading.
Import a bank statement The Bank Reconciliation is an automated process that requires the importing of a bank file to proceed. In-built business intelligence within the software looks to match bank and Infusion transactions. Matched transactions are listed in readiness for approval while unmatched bank transactions are available for manual reconciliation.