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User Manual

Introduction to SQL-Ledger

  • Why SQL-Ledger
  • Limitations of SQL-Ledger
  • System Requirements of SQL-Ledger

User Account and Database Administration Basics

  • Companies and Datasets
  • How to Create a User
  • Permissions
  • User Account Types
  • Other Features

Chart of Accounts

  • Introduction to Double Entry Bookkeeping
  • General Guidelines on Numbering Accounts
  • Adding/Modifying Accounts
  • Listing Account Balances and Transactions

Administration

  • Taxes, Defaults, and Preferences
  • Audit Control
  • Departments
  • Warehouses
  • Languages
  • Types of Businesses
  • Misc
  • Options in the sql-ledger.conf

Goods and Services

  • Basic Terms
  • The Price Matrix
  • Pricegroups
  • Groups
  • Labor/Overhead
  • Services
  • Parts
  • Assemblies and Manufacturing
  • Reporting
  • Translations
  • How Cost of Goods Sold is tracked

AP

  • Basic AP Concepts
  • Vendors
  • AP Transactions
  • AP Invoices
  • Cash payment And Check Printing
  • Transaction/Invoice Reporting
  • Vendor Reporting

AR

  • Customers
  • AR Transactions
  • AR Invoices
  • Cash Receipt
  • AR Transaction Reporting
  • Customer Reporting

Projects

  • Project Basics
  • Timecards
  • Projects and Invoices
  • Reporting
  • Possibilities for Using Projects

Quotations and Order Management

  • Sales Orders
  • Quotations
  • Shipping
  • AR Work Flow
  • Requests for Quotation (RFQ)
  • Purchase Orders
  • Receiving
  • AP Work Flow
  • Generation and Consolidation
  • Reporting
  • Shipping Module: Transferring Inventory between Warehouses

HR

POS

  • Sales Screen
  • Possibilities for Data Entry
  • Hardware Support
  • Reports

General Ledger

  • GL Basics
  • Cash Transfer
  • GL Transactions
  • Payroll as a GL transaction
  • Reconciliation
  • Reports

Recurring Transactions

Financial Statements and Reports

  • Cash v. Accrual Basis
  • Viewing the Chart of Accounts and Transactions
  • Trial Balance
  • Income Statement
  • Balance Sheet
  • What if the Balance Sheet doesn't balance?
  • No Statement of Owner Equity?

The Template System

  • Text Templates
  • HTML Templates
  • LaTeX Templates
  • Customizing Logos
  • How are They Stored in the Filesystem?
  • Upgrade Issues
user_manual/user_manual.txt · Last modified: 2014/12/30 15:01 (external edit)