Learning QuickEasy BOS

💡These articles explain the basic functions of QuickEasy BOS, list every tutorial in a learning order and give learning pathways for accountants, clerks, estimators, managers and other roles.

Articles#

• All Tutorials: Lists every tutorial in a suggested learning order, from finding your way around to setup, transactions and reporting.
• Learning Basic Functions of QuickEasy BOS: Lists the topics every user should know, from layout, menus, User Access and statuses to emails and notes.
• Learning Pathway for Accountants / Bookkeepers: Lists the topics for accountants: entities, currencies, Chart of Accounts, VAT, bank reconciliation, the ledger and financial statements.
• Learning Pathway for Creditors’ Clerks: Lists the topics for creditors’ clerks: supplier records, Supplier Age Analysis and ledger, Transaction Types and the General Ledger.
• Learning Pathway for Customer Relations: Lists the topics for customer relations: customer and contact records, Customer Age Analysis, the Mobile App, Service Manager and timekeeping.
• Learning Pathway for Debtors’ Clerks: Lists the topics for debtors’ clerks: customer records, Customer Age Analysis and ledger, Transaction Types, the General Ledger and PoS.
• Learning Pathway for Estimators: Lists the topics for estimators: items and inventory, item prices, Estimate Types and estimating, and Transaction Types.
• Learning Pathway for Human Resources: Lists the topics for human resources: contacts and staff records, Service Types and service tickets, timekeeping and the Mobile App.
• Learning Pathway for Production Managers: Lists the topics for production managers: contacts, assets, entities, items, inventory, work orders, production planning and timekeeping.
• Learning Pathway for Project Managers: Lists the topics for project managers: contacts, transactions, the Service Manager, Project Templates, timekeeping and age analysis.
• Learning Pathway for Sales Reps and Managers: Lists the topics for sales staff: customer records, service tickets, transactions, proposals, age analysis, dashboards and the Form Designer.