Know how a customer is created as an individual or non-individual type for estimates, invoices and credit notes.

Know how an item is created for estimates, invoices, credit notes.

Know how an estimate is created for a quote or proposal.

Know how an invoice is created for a customer based on the items sold.

Know how payment is recorded against the outstanding invoices.

Know how a credit note is created for a customer in case of goods returned or any debts.

Know how a supplier is created as an individual or non-individual type for Bills, expenses and debit notes.

Know how a bill is created based on the invoice received from the supplier when a purchase is made.

Know how an expense entry is created when money is spent for the business.

Know how payment is recorded against the outstanding bills.

Know how a debit note is created for a supplier in case of any debt or goods returned.

Know how a payment is received from customers and made to suppliers also know about making payments for expenses with reference to the business.

Know about how to add/manage banking transactions with the types Cash IN and Cash OUT.

Know how to import csv files and allocate banking transactions by using mange rules.

Importing data is the quickest way to get your business started with IAM.

Know names of the all accounts (Ledgers and Groups) created in books of accounts.

Know how an accounting transactions are recorded in debit or credit side of accounts.

Know how the budget values for the corresponding financial year will be affected.