Setup Tutorials

💡These tutorials explain how to set up BOS Enterprise modules for the first time. Each tutorial is also listed in the menu under its subject, next to the reference pages it relates to.

Tutorials for everyday tasks are listed on the Tutorials page.

Accounting#

• Account Categories Setup Tutorials
• Accounting Reports Setup Tutorials
• Accounting Settings & Defaults
• Accounting Take-On Balances Setup Tutorials
• Chart of Accounts Setup Tutorials
• Item Accounting
• Multi-Currency Setup Tutorials

Banking#

• Bank Import Setup Tutorials
• Debit Orders Setup Tutorials

Cashflow Forecast#

• Cashflow Setup Tutorial

Customers#

• Customer Age Analysis Setup Tutorials
• Customer Payments Module Setup Tutorials

Inventory#

• Inventory Setup Tutorials

Key Features#

• User Settings Explained
• User Settings Setup Tutorials

Production#

• Production Planning Setup Guide

Service Manager#

• Service Manager - Setup Tutorials

Setup Guides#

• Setup Order

Suppliers#

• Supplier Age Analysis Setup Tutorials
• Supplier Payments Setup Tutorials

Tracker#

• Tracker App Setup Tutorial

Transactions#

• Transaction Types Setup Tutorials