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    Release Notes

    Repository of all Release Notes

    Navigation

    Quick tips and overviews for working with Infusion

    Settings

    Maintain organisation settings and controls

    Customers

    Invoices, Payments and Quotes

    Suppliers

    Invoices, Payments and Purchase Orders

    Products

    Receipts, Write Offs, Transfers and Serial Numbers

    Financials

    Cashbooks, Journals, Bank Accounts, GST and Budgets

    Staff

    Manage Users and Staff in Infusion

    Integration

    Tools for integrating

    Known Issues & FAQs

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    POS - Point of Sale

    POS Setup and Processing Sales

    General

    Popular Articles

    Post a Customer Invoice When all information is added to the invoice, it can be Saved and held or Posted to complete. Until the invoice is Posted, it is a draft and is not included in any financial reporting within Infusion.

    Create a GL Account for a bank account or credit card Use a GL Account to track and reconcile bank account and credit card transactions.

    Getting started with Infusion As a new user to Infusion, a welcome email is sent, inviting you to create your password and access Infusion. This guide provides assistance to creating your password and managing your user profile.

    The General Ledger Layout - Profit and Loss and Balance Sheet GL Groups control the structure of the Profit & Loss and Balance Sheet layouts. Within each layout option, create GL Groups and add GL Accounts to these to manage reporting for the Profit and Loss, and Balance Sheet.

    Duplicate a Customer Invoice Duplicate allows you to copy the existing details of a customer invoice onto a new invoice and is available for both Posted and Unposted invoices.

    Reconcile a Bank Statement To complete a bank account reconciliation a bank file must firstly be imported into Infusion. Bank transactions will then be available to be reconciled.

    Import a bank statement The Bank Reconciliation is an automated process that requires the importing of a bank file to proceed. Infusion attempts to match imported bank transactions and Infusion transactions. Matched transactions are listed in readiness for approval while unmatched bank transactions are available for manual reconciliation.

    Screen layout An introduction to the layout structure of Infusion and what to find in common areas

    Create a Customer Invoice

    Features / Functionality Now Available in Infusion Find out which VFP features are available now in the online version of Infusion, and which features are still under development.

    Category Content

    Settings

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    Customers

    Customers

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    Suppliers

    Suppliers

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    Products

    Products

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    Financials

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    Cashbook Receipts

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    Integration

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    Known Issues & FAQs

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    POS - Point of Sale

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    POS - Processing Sales

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