Ruka hadi yaliyomo
Yasa
Msaada wa Yasa

Je, ninachaguaje nafasi sahihi ya kazi ya Midas?

Midas huhifadhi maelezo ya bili ndani ya nafasi yake ya kazi iliyoidhinishwa.

Kabla ya kuanza

Ingia kwa ufikiaji wa nafasi ya kazi ya biashara inayolengwa.

Nini cha kufanya

  1. Fungua Midas na uruhusu nafasi ya kazi imalizie upakiaji.
  2. Angalia biashara inayoendelea na nafasi ya kazi kabla ya kutazama au kuhariri rekodi.
  3. Fungua sehemu ya mteja, ankara, bidhaa au ripoti husika.

Nini kitatokea baadaye

Unafanya kazi na rekodi za biashara zilizokusudiwa.

Ikiwa kitu kitaenda vibaya

Ikiwa rekodi zinaonekana kukosa, angalia upakiaji, vichungi na nafasi ya kazi kwanza. Utambulisho ulioshirikiwa wa Account hautoi ufikiaji kwa kila biashara.

Miongozo inayohusiana

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.