Table of Contents

Welcome
Understanding Akuiteo
Discovering Akuiteo Interface
The Welcome screen
Working Area
Search and Display
Search
Display
Custom Search
Creation and Modification
User Preferences
General Preferences
Technical Preferences
Setting Up Preference Templates
Lists
Icons
Shortcuts
Translating GUI labels
User Guide
Adding Resources - Third Parties-CRM Module
Adding a Customer/Prospect
Creating a Customer/Prospect Record Sheet
Adding a Contact as Customer
Associating a Business Object
Adding a Customer in the Customer Account
Creating a Supplier Linked to the Customer / Prospect
Modifying a Prospect
Editing Information Linked to the Current Customer/Prospect
Issuing Reminders to the Customer
Monitoring Customer Impact
Blocking a Customer Record
Setting Up Blocking Rules
Adding a Supplier
Creating a Supplier Record Sheet
Adding a Contact as Supplier
Associating a Business Object
Listing Supplier Products On-The-Fly
Adding a Supplier in the Supplier Account
Modifying a Supplier Prospect
Adding Another Third Party
Adding an Employee
Creating an Employee
Creating an Employee Schedule
Managing the Different Working Rhythms
Configuring the Schedule
Configuring the Company
Configuring the Standard Workweek
Configuring the Employee's Record Sheet
Examples
Saving an Employee Schedule
Saving the Schedule
Viewing a Saved Schedule
Verifying the Schedule
Adding a Contact
Adding a User
Adding an Employee as User
Adding an External user
Adding a Site
Adding a Customer Site
Adding a Supplier site
Deleting a Third Party
Creating a Sales Opportunity
Contacting the Customer
Creating an Event
Modifying the Event
Creating a Document
Managing Editions and E-Mails
Running a Marketing Campaign
Creating a Target
Configuring the Elements of a Campaign
Creating a Marketing Campaign
Managing Customer Feedbacks
Viewing Your Own Dashboard
The Analytical Progress Report
Configuring the Analytical Progress Report
Setting up an Analytical Progress Report
Workload
Configuring the Workload
Displaying the Workload
Using the Workload
Following on Sales
Following on the Estimated Billing Table
Viewing the Sales Dashboard Tab
Following on Purchases
Viewing the Purchases Dashboard Tab
Managing Leaves of Absence Follow-Up
Modifying the Time Spent Record Sheet On-The-Fly
Monitoring an Allocation Schedule
Following on Rate Times
Approving Business Objects
Configuring Approvals
Asking for an Approval
Approving a Business Object
Checking the Accountancy
Making an Accounting Analysis
Checking FA Consistency
Checking the Cash Flow
Checking the Aged Balance
Checking Projected Receipts
Organizing Projects - The Project Module
Creating a Project Group
Creating a Project
Managing a Project
Creating a Business Object from a Project
Generating the Schedule Linked to a Project
Saving a Project Schedule
Saving the Schedule
Viewing a Saved Schedule
Verifying the Schedule
Invoicing Time Spent on a Project
Analyzing the Project
By Using the Sales Dashboard
By Using Integrated Analysis Tools
Managing Flows
Creating the Initial Budget
Validating a Flow
Updating Projected Flows
Generating Flows
Re-Generating Flows
The Trading Account
Configuring the Trading Account
Running the Trading Account
Managing the Budget
Calculating the Results
Calculating the Commitment Amount
Managing the Remaining and Committed Tasks
Viewing the Closing Date Calendar
Fixing Entries in Trading Accounts
The Budget Control
Requirements
Configuring the Item's Budget Control per Item
Configuring the Budget Control per Column
Using the Budget Control per Project
Examples of Items and Columns
Project Monitoring
Configuring the Project Monitoring
Accessing the Project Monitoring
The Different Tabs
Meeting Customer Satisfaction - The Support Module
Opening and Processing a Request
Understanding the Request Life Cycle
Creating a Request
Managing Response on a Support Request
Creating a Response
Finishing a response
Suspending a Response
Closing or Cancelling a Request
Searching for a Response or Request
Setting Up Agreement Contracts
Example
Creating a Contract
Improving Request's Input With Questionnaires
Importing Your Questions in Akuiteo
Automating Questions
Warning the User when a Request Changes Status
Entering a Recurrent Support Requests Automatically
Creating a Template Request
Configuring the Recurrence of a Customer Contract Service
Associating the Template Request with the Service Lines
Configuring the Batch
Running the Batch
Using Checkbooks
Using the Messages upon Tickets
Configuring the Messages upon Tickets
Entering a Message on the Customer Portal Website (Customer Side)
Answering a Message on the Customer Portal Website (Help Desk Side)
Invoicing Recurrent Contracts
Creating a Customer Contract Record Sheet
Setting Up the Invoicing Terms
Entering the Invoice Lines
Issuing the Invoice
Updating the Contracts
Generating Several Deliveries
Invoicing Several Deliveries
Validating Several Invoices
Automating the Creation of Contracts - The Temporary Contracts
Defining the Contract Versions and Amendments
Managing Training Activities - the Training Module
Setting Up a Training Session
Adding Training Locations
Creating a Respondent Sheet
Creating a Training Catalogue
Scheduling Training Sessions
Creating the Detailed Training Programme
Setting Up a Training Session
Creating the Registration File
Registering Interns
Sending the Agreement File
Inviting Interns
Cancelling or Modifying a Training
Charging For the Training
Signing the List of Interns
Issuing the Billing File
Pre-Billing the Training
Generating a Delivery Document
Paying the Trainer
Declaring Trainer's Costs
Generating a Payment
Validating the Payment
Editing Documents That Certify the Payment
Checking the Training Schedules
Viewing the Full Training Schedule in Excel Format
Viewing the Dynamic Schedule
Generating the Educational and Financial Balance
Creating Evaluation Questionnaires
Configuring Questionnaires
Configuring the Questionnaire Printing Templates
Generating Questionnaires
Generating a Summary of all the Answers
Analyzing Assessment Results
Managing Languages in Questionnaires
Organizing Work - The Tools module
Creating an Event
Modifying the Event
Creating a Document
Managing Editions and E-Mails
Controlling Expenses - The Accounting and Cash Position Modules
Requirements
Your Daily or Weekly Tasks
Entering the Invoices Into the Account and Validating the Accounting Entries
Entering and Validating Receipts and Disbursements
Making SEPA Credit Transfers or Debits
Configuring SEPA Information
Making a SEPA Direct Debit
Creating the Mandate
Enabling a Mandate
Searching for Invoices to be Debited
Making a Direct Debit
Generating the SEPA File
Generating the Direct Debits
Making a SEPA Credit Transfer
Searching for Invoices to be Paid
Making a Credit Transfer
Editing the Credit Transfer
Generating a Credit Transfer SEPA File
Generating the Credit Transfers
Reminder
Making International Credit Transfers
Configuring the Credit Transfers
Making a Credit Transfer
Managing Payables and Receivables
Managing Payables
Creating a Payable Journal
Creating the Payable
Paying the Payable
Paying Several Payables
Managing Receivables
Creating a Receivable Journal
Creating the Receivable
Associating Bank Account Details
Accepting a Receivable
Checking FA consistency
Distributing Cost Centers to Profit Centers
Configuring Cost and Profit Centers
Defining Cost Distribution Keys
Generating a Cost Allocation Input
Your Monthly Tasks
Entering Accounting Entries
Making a Reconciliation State
Checking and Validating Entries in the Daybook
Matching and Unmatching the Accounts
Configuring VAT Declaration
Preparing the VAT Declaration Assistant
Using the VAT Declaration Assistant
Reversing charge procedure for VAT
Checking the supplier and customer's Arrears
Checking the Aged Balance
Issuing Reminders to Customers by E-mail
Issuing Reminders to Customers by Mail
Issuing Automatic Reminders to Customers
Managing Doubtful Accounts
Configuring the Function of Doubtful Accounts Management
Using the Doubtful Accounts Function
Using the Doubtful Invoices Function
Gérer les provisions
Gérer les créances devenues irrécouvrables
Réaliser un suivi de Trésorerie Prévisionnelle
Prerequisites and Configuration
Mettre à jour l’échéancier des factures
Créer des mouvements de trésorerie
Lancer l’outil de mouvement prévisionnel
Corriger les prévisions
Archiving a Movement
Autres fonctions
Your Annual Tasks
Checking the Balance
Editing Financial Reports and the Balance Sheet
Checking the Miscellaneous Transactions
Capital Assets Input
Configuring Capital Assets
Including Capital Assets into Accounting Vouchers
Creating a Capital Asset
Generating Amortizations
Transfer/Scrap
Calculating the Revenue Recognition
Configuring the Company and Status
Linking of Costs with the Period
Linking of Products with the Period
Storing Products and Expenses in History
Using the Revenue Recognition
Editing Reports
Closing an Accounting Period
Closing Third-Parties and Their Accounts
Creating a New Accounting Period
Configuring Part Numbers
Configuring Automatic Numbering
Generating Carry-Forward Journals
Creating the Closing Date Calendar
Purchasing Goods - The Purchases Module
Requirements
Creating a Project
Creating a Purchased Product
Planning a Purchase or Requesting a Quote
Creating a Supplier/Prospect Record Sheet
Sending a Quote Request
Creating a Quote
Signing a Quote
Validating and Editing a Quote
Reviewing and Archiving a Quote
Modifying a Quote
Placing an Order to the Supplier
Creating an Order from a Quote
Creating a Supplier Order
Signing an Order
Validating and Editing an Order
Reviewing and Storing an Order
Modifying an Order
Receiving an Order
Paying the supplier invoice
Creating a Supplier Invoice
Creating an Invoice from a Reception
Creating an Invoice from the Billing Table
Comptabiliser et éditer une facture fournisseur
Monitoring the Purchase Invoice
Generating a Credit Note from an Invoice
Modifying a Supplier Invoice
Generating an Expense Report Linked to a Purchase
Selling Goods - The Sales Module
Requirements
Creating a Project
Creating a Sold Product
Planning a Sale or Receiving a Purchase Request
Creating a Prospect Record Sheet
Creating a Sales Opportunity
Sending an Estimate to the Customer
Creating an Estimate from an Opportunity
Creating an Estimate
Modifying an Estimate
Signing an Estimate
Validating and Editing an Estimate
Reviewing and Archiving an Estimate
Receiving a Customer Order
Creating an Order from an Estimate
Creating a Customer Order
Signing an Order
Validating and Editing an Order
Reviewing and Storing an Order
Modifying an Order
Delivering an Order to the Customer
Charging the Customer for an Order
Creating a Customer Invoice
Creating an Invoice from a Delivery Document
Creating an Invoice from the Billing Table
Comptabiliser et éditer une facture client
Processing Payment of an Invoice
Generating a Credit Note from an Invoice
Modifying an Invoice
Controlling Sales
Generating an Estimate Schedule
Managing Factoring
Managing Your Inventories and Stock-Takings
Principles and Prerequisites
Configuring the Inventories Module
Storage Units (mandatory)
Product Brands (optional)
Product Types (mandatory)
General Parameters
Buying a Product to enter in the Inventory
Creating a Purchased Product
Creating a Supplier Order
Storing a Product in the Inventory
Selling a Product from the Inventory
Searching in the Inventory
Creating a Delivery
Checking and Making an Inventory Movement
Entering Into and Removing From the Inventory
Transferring from the Inventory
Making a Stock-Taking
Creating a Stock-Taking
Initializing the Stock-Taking
Entering the Stock-Taking
Purging the Stock-Taking (optional)
Entering Products Manually into the Stock-Taking
Closing the Stock-Taking
Following-Up the Inventory
Retrieving the Inventories with Alert Status
Generating Business Objects From an Inventory with Alert Status
Managing Bookmarks
My Interactive To Do List
Defining Control Templates
Defining Transverse Control Templates
Defining Control Templates per Project
Starting the IDB
Using the IDB
Dunning on Time Spent
My Schedule
My Schedule
My Weekly Schedule
Time Spent
Time Spent Input
Recurrent Activities Input
Controlling and Validating Time Input
Expense Reports
Creating an Expense Report
Finishing an Expense Report
Accepting or Rejecting a Leave of Absence
Charging an Expense Report
Modifying an Expense Report
Viewing All the Expense Reports
Requests for Leave of Absence
Requesting a Leave of Absence
Accepting or Rejecting a Leave of Absence
Following-Up a Leave of Absence
Following-Up Rights Transfers
Les demandes internes
Pre-requis et paramétrages
Créer une demande interne
Valider une demande interne
My Delegations
Agenda
Searching
Editions and Exports
Exports
Export comptable standard - FEC
Exporting Bank Account Details
Customer Portal User Guide
Introduction to the Customer Portal
Configuring the Customer Portal
Connecting
Publishing and Managing Documents
Publishing a Document
Searching for Documents
Downloading a Document
Publishing and Viewing a Schedule
Publishing a Schedule
Viewing a Schedule
Searching for Published Schedules
Creating and viewing a support request.
Creating a Support Request
Viewing a Support Request
Searching for a Support Request
Publishing and Viewing an FAQ
Publishing an FAQ
Viewing an FAQ
Viewing the Invoices
Reading Checkbooks Reports
Customizing the Customer Portal Interface