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Conas an spás oibre Midas ceart a roghnú?

Coinníonn Midas faisnéis bhilleála laistigh dá spás oibre údaraithe.

Sula dtosaíonn tú

Sínigh isteach le rochtain ar an spás oibre gnó atá beartaithe.

Cad atá le déanamh

  1. Oscail Midas agus lig don spás oibre an luchtú a chríochnú.
  2. Seiceáil an gnó gníomhach agus an spás oibre roimh thaifid a fheiceáil nó a chur in eagar.
  3. Oscail an chuid ábhartha do chustaiméirí, sonrasc, táirge nó tuairisc.

Cad a tharlóidh ina dhiaidh sin

Oibríonn tú leis na taifid ghnó atá beartaithe.

Má théann rud éigin mícheart

Más cosúil go bhfuil taifid in easnamh, seiceáil an luchtú, na scagairí agus an spás oibre ar dtús. Ní thugann aitheantas roinnte Account rochtain do gach gnóthas.

Treoracha gaolmhara

Midas

How do I create, review or pause recurring invoices?

A recurring schedule uses a saved, eligible invoice as its template. New schedules create drafts for review by default; automatic approval and email are separate choices.

Midas

How do I import a bank statement and match a received payment?

Bank matching imports a CSV statement and records explicitly confirmed incoming payments against eligible invoices. It does not transfer money or create a live bank connection.

Midas

How do I review receivables and download a customer statement?

Receivables shows recorded balances as of a selected date. A customer statement presents the selected customer's opening balance, movements and closing balance for a date range.