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Results for “types” — 20 results

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Configuring diagnostic order types

Set up the diagnostic order types your lab or imaging center will use when receiving patient requests.

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Leave types

Create and manage different categories of leave (vacation, sick, unpaid, etc.) for your organization.

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Importing accounts and opening balances

Set up your chart of accounts and record opening balances from your previous accounting system.

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Rule conditions and importance levels

Reference guide for rule event types and how to prioritize notifications.

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Allocating operational costs to an invoice

Add delivery, installation, commission, or other operational costs to the invoice total and post them to the correct accounts.

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Step 2 — Business configuration: industry and product type

Choose your industry type and accounting variant to match your business model.

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Chart of accounts: structure and account types

Understand how accounts are organized and what each type represents.

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Product types: inventory product, service, group product

Understand the three main product types and when to use each one.

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Filters and options in the Stock Ledger report

Customize the report to show exactly the transactions and items you need to examine.

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Filters and options in the Trial Balance report

Reference guide for all filtering and display options available in the Trial Balance.

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HR & Payroll Officer: your first day

Understand your core responsibilities and navigate the HR module with confidence.

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Settings explained: Accounting defaults

Default GL accounts for revenue, expenses, tax, and discounts.

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Reading the ledger of an account

View all debits and credits for a single account to understand its balance over time.

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Filters and options in the Cash Flow report

Reference guide for all filtering and display options available in the Cash Flow report.

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Asset categories and useful life

Set up asset categories to organize fixed assets and define depreciation defaults.

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Template Studio overview

Understand how Template Studio lets you design custom invoices, receipts, and reports.

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Choosing which records send notifications

Narrow down your rule to apply to specific document types, items, or inventory locations.

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Step 3 — Accounting structure: required accounts

Review and confirm the chart of accounts created for your business type.

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FAQ: Setting Up Queues

Common questions about creating and configuring queues in your facility.

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Template types: A4, A5 prescription, 80mm receipt, queue ticket, diagnostic report

Reference for each template type, its size, and which documents it applies to.