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 |
|