01. Setup User Group Access Control
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01. Getting started 2

Additional information for setup

  • 01. Setup User Group Access Control

    09/04/2023 | 02:41

    Learn how to set your user rights and accesses to the system based on their responsibilities and job scope

    01. Setup User Group Access Control

    Created: 09/04/2023

  • 1.00 Setup 2 factor authentication (2FA) using OTP via email

    Jun 20, 2023 | 02:11

    Learn how to setup 2 FA ensure authorised user access the system

    1.00 Setup 2 factor authentication (2FA) using OTP via email

    Created: Jun 20, 2023

  • 1.0 Preset supplier GST tax code

    May 10, 2023 | 01:32

    Learn how to pre-set supplier GST tax code

    1.0 Preset supplier GST tax code

    Created: May 10, 2023

  • 1.0 Related company for Customer and Supplier master

    Apr 27, 2023 | 02:01

    Learn how to set customer and supplier account to be related company in the Balance sheet

    1.0 Related company for Customer and Supplier master

    Created: Apr 27, 2023

  • 1.0 Create a new chart of accounts

    Apr 27, 2022 | 00:48

    You may occasionally need to create new accounts code. learn how to create new chart of accounts

    1.0 Create a new chart of accounts

    Created: Apr 27, 2022

  • 1.0 Modify COA - Fixed Assets

    02:22

    Learn how to update the fixed asset account name to your company chart of accounts

    1.0 Modify COA - Fixed Assets

  • 01. Chart of accounts in different currency

    Oct 20, 2022 | 01:05

    Learn how to set chart of accounts with different currency

    01. Chart of accounts in different currency

    Created: Oct 20, 2022

  • Revenue Chart of accounts - setup your revenue accounts

    May 11, 2020 | 02:21

    Learn how to modify default revenue account or add new revenue account

    Revenue Chart of accounts - setup your revenue accounts

    Created: May 11, 2020

  • Preparing your current COA template

    Jun 6, 2019 | 02:20

    After you have extract your COA from your current system, learn how to arrange your COA to get ready to migrate to Realtimme Cloud COA

    Preparing your current COA template

    Created: Jun 6, 2019

  • 1.0 Financial period other than Dec 20XX

    01:44

    Learn how to reset default financial period to your company setting

    1.0 Financial period other than Dec 20XX

  • 1.0 Financial period [0] zero

    Apr 15, 2023 | 03:23

    Set Financial period 0 for customer , supplier and GL balances brought forward within this date range

    1.0 Financial period [0] zero

    Created: Apr 15, 2023

  • 1.0 Import Customer master

    Apr 27, 2022 | 04:05

    During your migration from your current software to Realtimme cloud, you can mass import your customer profile using the excel template provided

    1.0 Import Customer master

    Created: Apr 27, 2022

  • 1.0 Import customer OB using excel template

    Jun 17, 2020 | 06:14

    Learn how to import your carried forward customers' balances using excel template download from Realtimme Cloud

    1.0 Import customer OB using excel template

    Created: Jun 17, 2020

  • Create new customer account

    Apr 29, 2019 | 02:28

    Create new customer account

    Created: Apr 29, 2019

  • Import Supplier master

    Apr 29, 2020 | 03:22

    Import Supplier master

    Created: Apr 29, 2020

  • Import Supplier OB

    Jun 30, 2019 | 11:02

    Import Supplier OB

    Created: Jun 30, 2019

  • Set Lock date after each month's reporting

    May 12, 2020 | 03:07

    Learn how to lock your transactions from editing or adding new records after your reported monthly accounts or year end close

    Set Lock date after each month's reporting

    Created: May 12, 2020

  • Reset reference number : Customer Invoice number

    Sep 18, 2020 | 00:55

    Reset reference number : Customer Invoice number

    Created: Sep 18, 2020

  • 1.0 Update company logo (Optional)

    Oct 10, 2021 | 01:24

    1.0 Update company logo (Optional)

    Created: Oct 10, 2021

  • Set Reference number - Payment voucher

    Feb 5, 2023 | 00:38

    Learn how to set reference number using payment voucher as illustration

    Set Reference number - Payment voucher

    Created: Feb 5, 2023

  • 1.0 Account Classification in COA

    Mar 9, 2021 | 01:05

    Learn how to change account classification in the chart of accounts

    1.0 Account Classification in COA

    Created: Mar 9, 2021

  • 01. USD Base currency

    Oct 19, 2022 | 00:37

    As part of the setup, learn how to verify your company base currency before you proceed to post entries

    01. USD Base currency

    Created: Oct 19, 2022

  • 1.0 Onboarding InvoiceNow

    01:04

    How to register a peppol id for your company, with Realtimme Cloud solution

    1.0 Onboarding InvoiceNow

  • PEPPOL id : Update supplier and customer

    Jun 13, 2020 | 01:52

    Learn how to search for supplier and customer PEPPOL id and update to their profile

    PEPPOL id : Update supplier and customer

    Created: Jun 13, 2020
  • 01. Setup User Group Access Control
    09/04/2023 | 02:41
    01. Setup User Group Access Control
    02:41 >

  • 1.00 Setup 2 factor authentication (2FA) using OTP via email
    Jun 20, 2023 | 02:11
    1.00 Setup 2 factor authentication (2FA) using OTP via email
    02:11 >

  • 1.0 Preset supplier GST tax code
    May 10, 2023 | 01:32
    1.0 Preset supplier GST tax code
    01:32 >

  • 1.0 Related company for Customer and Supplier master
    Apr 27, 2023 | 02:01
    1.0 Related company for Customer and Supplier master
    02:01 >

  • 1.0 Create a new chart of accounts
    Apr 27, 2022 | 00:48
    1.0 Create a new chart of accounts
    00:48 >

  • 1.0 Modify COA - Fixed Assets
    02:22
    1.0 Modify COA - Fixed Assets
    02:22 >

  • 01. Chart of accounts in different currency
    Oct 20, 2022 | 01:05
    01. Chart of accounts in different currency
    01:05 >

  • Revenue Chart of accounts - setup your revenue accounts
    May 11, 2020 | 02:21
    Revenue Chart of accounts - setup your revenue accounts
    02:21 >

  • Preparing your current COA template
    Jun 6, 2019 | 02:20
    Preparing your current COA template
    02:20 >

  • 1.0 Financial period other than Dec 20XX
    01:44
    1.0 Financial period other than Dec 20XX
    01:44 >

  • 1.0 Financial period [0] zero
    Apr 15, 2023 | 03:23
    1.0 Financial period [0] zero
    03:23 >

  • 1.0 Import Customer master
    Apr 27, 2022 | 04:05
    1.0 Import Customer master
    04:05 >

  • 1.0 Import customer OB using excel template
    Jun 17, 2020 | 06:14
    1.0 Import customer OB using excel template
    06:14 >

  • Create new customer account
    Apr 29, 2019 | 02:28
    Create new customer account
    02:28 >

  • Import Supplier master
    Apr 29, 2020 | 03:22
    Import Supplier master
    03:22 >

  • Import Supplier OB
    Jun 30, 2019 | 11:02
    Import Supplier OB
    11:02 >

  • Set Lock date after each month's reporting
    May 12, 2020 | 03:07
    Set Lock date after each month's reporting
    03:07 >

  • Reset reference number : Customer Invoice number
    Sep 18, 2020 | 00:55
    Reset reference number : Customer Invoice number
    00:55 >

  • 1.0 Update company logo (Optional)
    Oct 10, 2021 | 01:24
    1.0 Update company logo (Optional)
    01:24 >

  • Set Reference number - Payment voucher
    Feb 5, 2023 | 00:38
    Set Reference number - Payment voucher
    00:38 >

  • 1.0 Account Classification in COA
    Mar 9, 2021 | 01:05
    1.0 Account Classification in COA
    01:05 >

  • 01. USD Base currency
    Oct 19, 2022 | 00:37
    01. USD Base currency
    00:37 >

  • 1.0 Onboarding InvoiceNow
    01:04
    1.0 Onboarding InvoiceNow
    01:04 >

  • PEPPOL id : Update supplier and customer
    Jun 13, 2020 | 01:52
    PEPPOL id : Update supplier and customer
    01:52 >