Zdoo ManualBook Info
1 About Zdoo
1.1  About Zdoo
1.2  Zdoo Features
1.3  Technical Support
1.4  Zdoo License
2 Install and Upgrade
2.1  ZDOO Installation (for all systems)
2.2  One-click Installation Package for Windows (Recommended)
2.3  One-click Installation Package for Linux
2.4  Upgrade Zdoo
2.5  Zdoo Cloud
2.6  Remove ranzhi from the address
2.7  Data Backup
2.8  Install Ioncube
2.9  Install php-zip
3 CRM
3.1  Basic Workflow
3.2  Add Product
3.3  Add Customer
3.4  Create Order
3.5  Sign Contract
3.6  Manage Contacts
3.7  Manage Lists
3.8  Manage Supplier
3.9  CRM Settings
3.10  CRM Reports
4 OA
4.1  Todo
4.2  Review
4.3  Announcement
4.4  Attendance
4.5  Leave
4.6  Makeup
4.7  Overtime
4.8  Business Trip
4.9  Reimbursement
4.10  Lieu
4.11  Egress
4.12  Holiday
4.13  Settings
5 Cashflow(Cash)
5.1  Introduction
5.2  Basic Settings
5.3  Add Bank Account
5.4  Manage Account
5.5  Keep Account
5.6  Batch keep accounts and import
5.7  Reconciliation
5.8  Report
6 Project (Proj)
6.1  Project Workflow
6.2  Create Project
6.3  Create Task
6.4  Actions in a project
6.5  Action Views
6.6  Actions in a task
7 Document(Doc)
7.1  Introduction
7.2  Create Document Library
7.3  Create Document
8 TEAM
8.1  Introduction
8.2  Settings
8.3  Modules
9 Flow
9.1  Introduction
9.2  Feature
9.3  Example
10 Administration
10.1  Settings
10.2  User
10.3  Privileges
10.4  Apps
10.5  Email settings
11 Integration
11.1  Introduction
11.2  Integrate ZenTao
12 Customization
12.1  Get Ready
12.2  Zdoo Directory
12.3  Find the Code
12.4  Database Structure

Keep Account

2016-09-05 13:47:39
tengfei
2676
Last edited by Renee on 2019-08-12 11:15:39

You can start to keep an account once you have added accounts in Zdoo. There are 4 items of an account, including Income, expenses, transfer, and investment. "Transfer" means to transfer within your company, such as withdraw from your public account is a transfer to your cash account.


1. Income

Click "CASH"->"Income"->"+Income".


A window will pop out as shown below. Fill in the required fields and click "Save".


2. Expense

Click "CASH"->"Expense"->"+Expense".


A window will pop out as shown below. Fill in the required fields and click "Save".


Note

  • You can check "Customer", "Order", or "Contract" to differentiate the expense so to record the cost of sales.
  • You can also choose “Supplier” to record how much you spend on buying from certain suppliers.


3. Transfer

Click "CASH"->"Transfer"->"+Transfer".


A window will pop out as shown below. Fill in the required fields and click "Save". You can choose the account this transfer is From and the account this transfer is To. If there is any service fee, you can put it in "Fee".



4. Investment

Click "CASH"->"Invest"->"+Invest".


A window will pop out as shown below. Fill in the required fields and click "Save".


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