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Benjamin George

Community Manager - Financio.co

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Latest activity by Benjamin George
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    Benjamin George created an article,

    [HK] 導出報告

    在Financio中找到的所有報告都可以Excel或PDF格式導出。 導出報告: 選擇所需的報告。 根據您的報告期間進行篩選。 點擊“導出”按鈕。 在Excel或PDF格式之間選擇。 提供Excel格式,使企業所有者,會計師和顧問能夠準備報告或進行進一步的分析。  

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    Benjamin George created an article,

    [HK] 開支

    要在Financio中記錄各種費用,只需使用在交易單元中的提款功能即可。   步驟1: 選擇交易   步驟2: 選擇在屏幕的右下角創建一個新的提款。   步驟3: 輸入有關交易的強制性信息。 领域 細節 指示交易日期。 选择用于付款的帐户。 例如:银行,信用卡,零用现金等 选择交易的货币。   步驟4 最後一步是通過選擇添加新項目來列出費用,完成後點擊...

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    Benjamin George created an article,

    [HK] 發票-如何創建?

    發票 首選方法 1. 點擊左面板上的銷售 2. 轉到報價標籤,然後選擇要轉換成發票的報價。 3. 在報價單中,只需點擊右上角的“複製到發票”選項。 4. 報價單中的所有資訊將自動複製到您的發票中。 其他方法: 1. 點擊左面板上的銷售 2. 您將在+按鈕上看到一個可展開的功能表,然後選擇“發票”。 3. 選擇客戶,或添加新客戶。 4. 如果要發送給業務中的特定人員,請選擇“注意”。...

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    Benjamin George created an article,

    [HK] 设置业务

    現在,您僅需6個簡單的步驟即可使您的日常的業務交易自動化!請謹慎地執行以下的步驟,以確保日后所生成的報告都准確。 無需擔心,在您忙於開拓您的業務時,您隨時可以返來這裡,更新資訊。讓我們從以下的視頻教學開始:     5個步驟業務設置的索引 業務設置 貨幣 稅務 會計科目表 期初餘額 業務簡介 有兩種方法設置您的企業帳戶: 設置業務引導 手動更新 設置業務引導...

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    Benjamin George created an article,

    How to Record Employee Salary & CPF (Singapore)

    How to Record Employee Salary  How to Record post-dated salary  How to Record Employee Salary Create the following accounts: Wages & Salary (Expenses) CPF (Expenses) CPF Payable (Liability) - Em...

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    Benjamin George created an article,

    Singtel Welcomes You to Financio!

    Introduction Welcome aboard to Financio! We're glad you've taken a step towards automating and simplifying tedious accounting chores. Here are 4 self-help guides to help you get started with Financ...

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    Benjamin George commented,

    Hi Lee Chee Keong, Appreciate if you could drop me an email at ben.george@financio.co with the details of what you need help with and i'd be glad to assist further. Regards, Travis Tai

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    Benjamin George created an article,

    How to record deposit received/paid/advance payments?

    Introduction Paying and receiving deposits is a common business practice that most businesses are familiar with. More often than not, these deposits are issued or received even before the issuing o...

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    Benjamin George created a post,

    LATEST UPDATES - Ver 1.3.27

    Financio Version: 1.3.27 | Release Date: 5 Sept 2019 (Thursday) Key Highlights in release Ver 1.3.27: Added 4 New Financial Reports: Cash Flow Statement, Journal Entry, Aged Receivables Detail & ...

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    Benjamin George created a post,

    LATEST UPDATES - Ver 1.3.28

    Financio Version: 1.3.28 | Release Date: 14 Oct 2019 (Monday) Here's a quick sneak peak of what's to expect in our upcoming update! Key Highlights in release Ver 1.3.28: Added Print Option for Bi...