A step-by-step guide to operate business better with OCLite
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Global Configuration
How Do I Change My Username, Email, or Password?
How Do I Manage Locations in OfficeCentral?
How to Add, Remove & Replace Users?
How to Manage Company’s Information?
How to Manage Public Holidays?
How to Register and Log In to OfficeCentral?
How to Set User Access in OfficeCentral? (Assign Roles)
How to Manage Company Bank Account?
What Should I Do If I Forgot My Password?
HRMS
1.1 HRMS Configurations – Manage Department
1.2 HRMS Configurations – Manage Designation
1.3 HRMS Configurations – Manage Job Classifications
1.4 HRMS Configurations – Manage Approvers
2.1 Staff Management – How to Add New Staff?
2.2 Staff Management – How to Edit Staff’s Information?
2.3 Staff Management – Resign, Deactivate, Suspend & Unassign
3.1.1 Leave Setup – Step 1: Define Leave Types
3.1.2 Leave Setup – Step 2: Leave Entitlement Defaults
3.1.3 Leave Setup – Step 3: Process Leave Entitlements
3.2.1How to Manage Leave Application for Staff (HR / Admin)
3.2.2 How to Approve Leave Application for Staff (HR / Admin)
Payroll
Pricebook
CRM
1.1 CRM Configurations – Company Settings
1.2 CRM Configurations – Base Selection Entities
1.3 CRM Configurations – Payment Methods
1.4 CRM Configurations – Phone Call Categories
1.5 CRM Configurations – Industry
1.6 CRM Configurations – Meeting Categories
2.0 Contact Book Overview (Leads, Accounts and Contacts)
2.1.1 How to Convert Lead to Account
2.2.1 How to Reassign Accounts
3.0 Financial Transactions Overview
3.2 How to Manage Order Acceptance
Accounting
1.0 Accounting Configurations – Wizards
1.1 Accounting Configurations – Accounting Period
1.2 Accounting Configurations – Reference Number
2.0 Understanding Chart of Accounts
3.0 End-to-End Customer Transactions Overview
3.1 How to Create and Manage Customer (Debtor)
3.2 How to Create and Manage Invoice
3. 3 How to Create and Manage Receipt (Receive Payment)
3.4 How to Create and Manage Credit Note
3.5 How to Create and Manage Debit Note
4.0 End-to-End Supplier Transactions Overview
4.1 How to Create and Manage Supplier (Creditor)
4.2.1 How to Create and Manage Receive Invoice
4.2.2 How to Create and Manage Self-Billed Invoice
4.3 How to Create and Manage Payment (Issue Payment / Payment Voucher)
4.4 How to Create and Manage Received Credit Note