Finance
For those who invoice. You learn to price the orders, create invoices and pass them on to the accounting system.
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Level 0
The big picture
Shared by everyone. The flow from order to invoice, the key terms and who does what.
Level 1
Getting started
What you need on your first working day in your role.
0 of 6 completed
When you are signed in, the levels open one at a time.
From completed order to invoice: the whole flow New 15 min Fakturering og eksport · module 25 Group invoice on project · module 23 Start The money flow: from order to accounting New 10 min Start Pricing orders in practice New 15 min Start Generate invoices New 15 min Faktura · module 25 Start The customer register: create and maintain the customer New 20 min Invoice-fanen, Pricelist, Fuel surcharge og fakturaoversikten på kundekortet · module 25 Kundekontakter, kundeweb-bestillere og webskjemaer · module 28 Prosjekter på kundekortet · module 23 Start Order search: find, filter and export orders New 12 min Prosjektfilteret og prosjektkolonnen · module 23 StartLevel 2
Everyday efficiency
The tasks you do every week, and how to do them faster and more accurately.
0 of 5 completed
When you are signed in, the levels open one at a time.
The price lists: base list, customer prices and project prices New 12 min Prosjektpriser · module 23 Start Maintaining the price lists New 12 min Gjentakende ordrer · module 14 Start Search invoice: life after creation New 12 min Faktura · module 25 EHF-logg · module 35 Start The transfer to accounting New 10 min Faktura · module 25 Start Reports and key figures: overview, revenue and delivery precision New 20 min Dashbord med nøkkeltall · module 59 Fakturarapportene (Invoice-gruppen) · module 25 StartLevel 3
Expert and setup
Settings, integrations and the features that need separate modules.
0 of 1 completed
When you are signed in, the levels open one at a time.
Resource settlement: from basis to locked settlement New 15 min Ressursoppgjør · module 26 Start
