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

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

1.0 Preset supplier GST tax code

May 10, 2023 | 01:32

Learn how to pre-set supplier GST tax code

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 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 Modify COA - Fixed Assets

02:22

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

01. Chart of accounts in different currency

Oct 20, 2022 | 01:05

Learn how to set chart of accounts with different currency

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

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

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 [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 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 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

Create new customer account

Apr 29, 2019 | 02:28

Import Supplier master

Apr 29, 2020 | 03:22

Import Supplier OB

Jun 30, 2019 | 11:02

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

Reset reference number : Customer Invoice number

Sep 18, 2020 | 00:55

1.0 Update company logo (Optional)

Oct 10, 2021 | 01:24

Set Reference number - Payment voucher

Feb 5, 2023 | 00:38

Learn how to set reference number using payment voucher as illustration

1.0 Account Classification in COA

Mar 9, 2021 | 01:05

Learn how to change account classification in the chart of accounts

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

1.0 Onboarding InvoiceNow

01:04

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

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