Billing Template allows automatic generation of billing information to be configured for each document. It also includes the double-entry presets to be used for accounting posting purpose.
Most of the documents numbering can be auto-generated and formatted by the system during creation time. This article explains the settings and its effect to the system.
E-Filing is a productivity concept where we are storing soft-copies of files and documents in the computer. This allows easily retrieval, collaboration, printing copies, emailing and faxing.
Invoices and other accounting documents are subjected to the posting process. The posting process takes the accounting information from the document and updates it to the accounting tables for further processing.
Handy Print is a fast and convenient tool for users to perform common print tasks such as printing barcodes cheques envelopes letterheads Benefits It eliminate human-errors it can be linked from master lookups and documents avoiding manual typing.
An Order Type is a category used in ProLine to distinguish types of Quotation, Sales Orders and Renewals. To put into perspective, an Order Type is equal or similar to Business Type.
There are various strategies to migrate to ProLine. As there is no absolute answer, it all depends on the end-results what the migration should achieve. Migration involves the documents and workflows, data and revising the SOP (Standard Operating Procedures).