TUTORIALS
Here we help our clients to use
the Finsola Information Management System
the Finsola Information Management System
Basics
‣ Navigation elements
‣ Managing Users
‣ Managing Groups and Access
‣ Entering Data
‣ Managing Users
‣ Managing Groups and Access
‣ Entering Data
Go to tutorial
Partners (Companies)
‣ Inserting, Deleting, Editing, Merging
‣ Managing bank accounts
‣ Attaching other objects to a Partner
‣ KYC
‣ Economic Profile
‣ Managing bank accounts
‣ Attaching other objects to a Partner
‣ KYC
‣ Economic Profile
Go to tutorial
Document management
‣ Types of Documents
‣ Inserting, Deleting, Editing
‣ Routes and Actions
‣ Attaching scanned files
‣ Exporting and batch download of files
‣ Attaching Partners and other objects
‣ Automation
‣ Inserting, Deleting, Editing
‣ Routes and Actions
‣ Attaching scanned files
‣ Exporting and batch download of files
‣ Attaching Partners and other objects
‣ Automation
Go to tutorial
Client Requests
‣ Client Request Conept
‣ Life Circle of a Request
‣ Services, Price Lists and Tariffs
‣ Payment Requests, Invoices, Credit Notes
‣ WIP (Work In Progress ) Report
‣ Ageing Analysis
‣ Payment control and Bank reconciliation
‣ Automation and Batch Procedures
‣ Life Circle of a Request
‣ Services, Price Lists and Tariffs
‣ Payment Requests, Invoices, Credit Notes
‣ WIP (Work In Progress ) Report
‣ Ageing Analysis
‣ Payment control and Bank reconciliation
‣ Automation and Batch Procedures
Accounting
‣ Accounting Concept in the System
‣ Chart of Accounts
‣ Transactions, re-occurring transactions, automated transactions
‣ Linking Accounts and Transactions to other Object in the System
‣ Control of undocumented transactions
‣ Financial Statements, Management Accounts Report, VAT return, Fixed Assets Register
‣ Annual Audit
‣ Budget Management
‣ Import and Export data
‣ Chart of Accounts
‣ Transactions, re-occurring transactions, automated transactions
‣ Linking Accounts and Transactions to other Object in the System
‣ Control of undocumented transactions
‣ Financial Statements, Management Accounts Report, VAT return, Fixed Assets Register
‣ Annual Audit
‣ Budget Management
‣ Import and Export data
Go to tutorial
Loans and Deposits
‣ Entering Loan data
‣ Loan Agreement Templates
‣ Addendums
‣ Fixed interest rates, Interbank Offered Rates (LIBOR, EURIBOR and others)
‣ Payables controll
‣ Receivables Control
‣ Planned vs Real transactions
‣ Loan progress and inconsistencies
‣ Import data from Spreadsheets
‣ Loan Agreement Templates
‣ Addendums
‣ Fixed interest rates, Interbank Offered Rates (LIBOR, EURIBOR and others)
‣ Payables controll
‣ Receivables Control
‣ Planned vs Real transactions
‣ Loan progress and inconsistencies
‣ Import data from Spreadsheets
Human Resources Management
‣ List of Employees
‣ Departments and set of Duties
‣ History of Salaries for each Employee
‣ Life insurance and salaries from other sources
‣ Payrolls
‣ Automated Accounting Journal Entry from Payrolls
‣ Vacations and Absences Management
‣ Salary Analysis Report
‣ Departments and set of Duties
‣ History of Salaries for each Employee
‣ Life insurance and salaries from other sources
‣ Payrolls
‣ Automated Accounting Journal Entry from Payrolls
‣ Vacations and Absences Management
‣ Salary Analysis Report
Project Management
‣ List of Projects and progress monitoring
‣ List of processes
‣ Tasks and timing
‣ Milesones
‣ Participants and responsibilities
‣ Use a project as a template for a new one
‣ List of processes
‣ Tasks and timing
‣ Milesones
‣ Participants and responsibilities
‣ Use a project as a template for a new one
Court Cases management
‣ Participants and roles
‣ Visits, count hearings and meetings with clients
‣ Billing a client
‣ Calendar of events
‣ Related documents
‣ Visits, count hearings and meetings with clients
‣ Billing a client
‣ Calendar of events
‣ Related documents
Doctor's corner
‣ Clients and their profiles
‣ Visits, planning and history
‣ History of illnesses
‣ Prescriptions
‣ Working with insurance (Forms, submission and payment control)
‣ Billing
‣ Related documents
‣ Visits, planning and history
‣ History of illnesses
‣ Prescriptions
‣ Working with insurance (Forms, submission and payment control)
‣ Billing
‣ Related documents
Tutorials without "Go to tutorial" button will be published soon.
Keep checking this page for updates.
Keep checking this page for updates.