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Kako izberem pravi delovni prostor Midas?

Midas podatke za zaračunavanje hrani v svojem pooblaščenem delovnem prostoru.

Preden začnete

Prijavite se z dostopom do predvidenega poslovnega delovnega prostora.

Kaj narediti

  1. Odprite Midas in pustite, da se delovni prostor naloži.
  2. Pred ogledom ali urejanjem zapisov preverite aktivni poslovni in delovni prostor.
  3. Odprite razdelek ustrezne stranke, računa, izdelka ali poročila.

Kaj se zgodi potem

Delate s predvideno poslovno evidenco.

Če gre kaj narobe

Če se zdi, da manjkajo zapisi, najprej preverite nalaganje, filtre in delovni prostor. Skupna identiteta Account ne omogoča dostopa vsakemu podjetju.

Sorodni vodniki

Midas

How do I prepare an estimate or delivery note and turn it into an invoice?

Estimates and delivery notes are separate documents. Creating an invoice from one produces an editable draft that must be approved and sent separately.

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.