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

    06/20/2023 | 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 06/20/2023

  • 1.0 Preset supplier GST tax code

    05/10/2023 | 01:32

    Learn how to pre-set supplier GST tax code

    1.0 Preset supplier GST tax code

    Created 05/10/2023

  • 1.0 Related company for Customer and Supplier master

    04/27/2023 | 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 04/27/2023

  • 1.0 Create a new chart of accounts

    04/27/2022 | 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 04/27/2022

  • 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

    10/20/2022 | 01:05

    Learn how to set chart of accounts with different currency

    01. Chart of accounts in different currency

    Created 10/20/2022

  • Revenue Chart of accounts - setup your revenue accounts

    05/11/2020 | 02:21

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

    Revenue Chart of accounts - setup your revenue accounts

    Created 05/11/2020

  • Preparing your current COA template

    06/06/2019 | 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 06/06/2019
    Chapters
    Transcript
    00:00:01 Extracted your COA from your current system
    00:00:12 Arrange the COA in the order of Balance Sheet and Profit and Loss items
    00:00:29 Fixed Asset item to be moved to the top
    00:01:02 Share Capital and Equity to be below current liabilities
    00:02:09 Save the COA template

  • 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

    04/15/2023 | 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 04/15/2023

  • 1.0 Import Customer master

    04/27/2022 | 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 04/27/2022

  • 1.0 Import customer OB using excel template

    06/17/2020 | 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 06/17/2020

  • Create new customer account

    04/29/2019 | 02:28

    Create new customer account

    Created 04/29/2019

  • Import Supplier master

    04/29/2020 | 03:22

    Import Supplier master

    Created 04/29/2020

  • Import Supplier OB

    06/30/2019 | 11:02

    Import Supplier OB

    Created 06/30/2019
    Chapters
    Transcript
    00:00:05 You had earlier migrated your suppliers' master into Realtimmme Cloud
    00:00:14 Download the supplier opening balance excel template
    00:00:41 Sample of your supplier aging in excel format from your current system
    00:01:00 Open up your excel template
    00:01:13 Copy and paste the 4 columns into the respective template
    00:01:13 Copy reference number cells
    00:01:31 Copy supplier id cell
    00:01:50 Copy the invoice amount
    00:02:39 Copy the date cells
    00:03:04 Click [Save]

  • Set Lock date after each month's reporting

    05/12/2020 | 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 05/12/2020

  • Reset reference number : Customer Invoice number

    09/18/2020 | 00:55

    Reset reference number : Customer Invoice number

    Created 09/18/2020

  • 1.0 Update company logo (Optional)

    10/10/2021 | 01:24

    1.0 Update company logo (Optional)

    Created 10/10/2021

  • Set Reference number - Payment voucher

    02/05/2023 | 00:38

    Learn how to set reference number using payment voucher as illustration

    Set Reference number - Payment voucher

    Created 02/05/2023

  • 1.0 Account Classification in COA

    03/09/2021 | 01:05

    Learn how to change account classification in the chart of accounts

    1.0 Account Classification in COA

    Created 03/09/2021

  • 01. USD Base currency

    10/19/2022 | 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 10/19/2022

  • 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

    06/13/2020 | 01:52

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

    PEPPOL id : Update supplier and customer

    Created 06/13/2020
    Chapters
    Transcript
    00:00:02 Update Supplier peppol id
    00:01:21 Update Customer peppol id
  • 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
    06/20/2023 | 02:11
    1.00 Setup 2 factor authentication (2FA) using OTP via email
    02:11 >

  • 1.0 Preset supplier GST tax code
    05/10/2023 | 01:32
    1.0 Preset supplier GST tax code
    01:32 >

  • 1.0 Related company for Customer and Supplier master
    04/27/2023 | 02:01
    1.0 Related company for Customer and Supplier master
    02:01 >

  • 1.0 Create a new chart of accounts
    04/27/2022 | 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
    10/20/2022 | 01:05
    01. Chart of accounts in different currency
    01:05 >

  • Revenue Chart of accounts - setup your revenue accounts
    05/11/2020 | 02:21
    Revenue Chart of accounts - setup your revenue accounts
    02:21 >

  • Preparing your current COA template
    06/06/2019 | 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
    04/15/2023 | 03:23
    1.0 Financial period [0] zero
    03:23 >

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

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

  • Create new customer account
    04/29/2019 | 02:28
    Create new customer account
    02:28 >

  • Import Supplier master
    04/29/2020 | 03:22
    Import Supplier master
    03:22 >

  • Import Supplier OB
    06/30/2019 | 11:02
    Import Supplier OB
    11:02 >

  • Set Lock date after each month's reporting
    05/12/2020 | 03:07
    Set Lock date after each month's reporting
    03:07 >

  • Reset reference number : Customer Invoice number
    09/18/2020 | 00:55
    Reset reference number : Customer Invoice number
    00:55 >

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

  • Set Reference number - Payment voucher
    02/05/2023 | 00:38
    Set Reference number - Payment voucher
    00:38 >

  • 1.0 Account Classification in COA
    03/09/2021 | 01:05
    1.0 Account Classification in COA
    01:05 >

  • 01. USD Base currency
    10/19/2022 | 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
    06/13/2020 | 01:52
    PEPPOL id : Update supplier and customer
    01:52 >