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Financio Community

Community Manager - Financio.co

  • Total activity 316
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Activity overview

Latest activity by Financio Community
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    Financio Community 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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    Financio Community 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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    Financio Community 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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    Financio Community 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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    Financio Community created an article,

    How to Record Employee Salary & CPF (Singapore)

    Note: If you're viewing on the support chat widget, we recommend you click the expand icon  on the top right corner, for better viewing experience. How to Record Employee Salary  How to Record pos...

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    Financio Community 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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    Financio Community 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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    Financio Community created an article,

    How to record deposit received/paid/advance payments?

    Note: If you're viewing on the support chat widget, we recommend you click the expand icon  on the top right corner, for better viewing experience. Introduction Paying and receiving deposits is a c...

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    Financio Community created an article,

    LATEST UPDATES – Ver 1.3.28

    Financio Version: 1.3.28 | Release Date: 14 Oct 2019 (Monday) Key Highlights in release Ver 1.3.28: Added Print Option for Bills & Purchase Payments Improved Reconciliation Interface & Report New...

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    Financio Community created an article,

    Financio E-Transaction

    Note: If you're viewing on the support chat widget, we recommend you click the expand icon on the top right corner, for better viewing experience. The following transactions can be forwarded to th...