Back Office Help Centre

Documents, money, and the close of the business day

Task-based instructions for sales documents, collections, expenses, procurement oversight, payroll, reports, and New Day.

How do I…? Practice workbook

Choose your task

• Sales, invoices, and payments

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  Prepare sales documents and record what the customer actually paid.

  Full guide · Quick reference

• Customers and suppliers

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  Maintain the parties every document is recorded against.

  Open the guide

• Cash books and expenses

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  Control spending and keep the cash books reconciled.

  Open the guide

• Procurement oversight

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  Review requisitions, orders, and supplier deliveries.

  Open the guide

• Payroll

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  Prepare, review, approve, and post payroll runs.

  Open the guide

• Reports and New Day

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  Run the reports, then close the Back Office business day.

  Reports · Configuration and New Day

Supervisors: see the supervisor quick reference.

Four rules

Before you record, and before you finish

1. Confirm the customer or supplier before recording a document.
2. Record the actual date, currency, tax, payment method, and amount.
3. Use Draft while information still needs review; approve, submit, or close only with authority.
4. Verify the saved document, balance, related records, and report before finishing.