Видео 80
Просмотров 260

Purchase Ledger - Writing off GANI Lines

1:55

Workshop - How to Add an MOT Standard Job in Navigator - Step-by-Step Guide

1:54

Nominal Ledger - How to Post a Standard Nominal Journal in Navigator

4:17

Parts - How to Set Up a New Parts Franchise in Navigator

1:23

Nominal Ledger - How to Create a New Nominal Shortcut in Navigator

2:24

Forms Designer - How to Add Text Components to Forms in Navigator

2:48

Vehicle Admin Toolkit - How to Process a Sales Order with a Deposit

In this video, I’ll show you how to process a sales order with a customer deposit and ensure that it’s correctly posted in your accounts. I’ll also explain how to cancel both the order and deposit, ensuring that all VAT entries are handled properly.
What you’ll learn:
Creating the Sales Order - How to add a deposit and raise the order.
Posting the Deposit - How to accurately post the deposit to calculate VAT.
Cancelling the Order - The correct process to reverse the deposit and cancel the order, ensuring all VAT entries are cleared.
By following these steps, you’ll ensure that your sales orders and deposits are managed smoothly and accounted for properly.
🔔 Don’t forget to like, subscribe, and ...

Видео

Purchase Ledger - Writing off GANI Lines

1:55

Purchase Ledger - Writing off GANI Lines

Просмотров 316 часов назад

In this video, we’ll show you the simple process of writing off a value from the GANI account. Follow these steps to quickly clear any outstanding amounts: Post a zero invoice against the GANI line. Select the write-off option during the process. By doing this, the system will automatically code the write-off and remove the line from your account. 👉 Don’t forget to like and subscribe for more h...

Workshop - How to Add an MOT Standard Job in Navigator - Step-by-Step Guide

1:54

Workshop - How to Add an MOT Standard Job in Navigator - Step-by-Step Guide

Просмотров 1314 дней назад

Description: In this video, I’ll walk you through the process of adding a standard job in Navigator, specifically focusing on creating an additional MOT standard job. Standard jobs are pre-defined requests that can be configured within Navigator, saving you time and reducing the need for manual data entry. While these are commonly used for MOT and service jobs, they can be customized for variou...

Nominal Ledger - How to Post a Standard Nominal Journal in Navigator

4:17

Nominal Ledger - How to Post a Standard Nominal Journal in Navigator

Просмотров 414 дней назад

Description: In this video, I'll guide you through the process of posting a standard nominal journal within Navigator. Journals are a powerful tool for populating nominal codes with transaction data, allowing bulk entries that can be applied to any valid nominal code, even with backdated entries. I'll also explain how Navigator uses negative amounts for credit entries and positive amounts for d...

Parts - How to Set Up a New Parts Franchise in Navigator

1:23

Parts - How to Set Up a New Parts Franchise in Navigator

Просмотров 314 дней назад

Description: In this video, I’ll show you how to set up a new parts franchise in Navigator. We'll go through the steps using the Parts section and the view/update records option. I'll demonstrate how to add franchises like Ford, MG, and Kia. I'll also explain that whatever you set up in the franchise box is applied company-wide, meaning it will be visible across all branches. By the end of this...

Nominal Ledger - How to Create a New Nominal Shortcut in Navigator

2:24

Nominal Ledger - How to Create a New Nominal Shortcut in Navigator

14 дней назад

Description: In this video, I’ll show you how to create a new nominal shortcut in Navigator. Nominal shortcuts are predefined nominal codes designed to make your postings quicker and easier. By using these shortcuts when posting journals, you can save time and streamline your workflow. Watch the tutorial to learn how to set up and use nominal shortcuts effectively. Don’t forget to like, subscri...

Forms Designer - How to Add Text Components to Forms in Navigator

2:48

Forms Designer - How to Add Text Components to Forms in Navigator

Просмотров 24Месяц назад

Description: In this video, I'll show you how to add text components to your forms within Navigator. Whether you want to include custom text boxes to display important messages to your customers or add other text elements, this tutorial will guide you through the process step-by-step. The techniques demonstrated in this video can be applied to any form within Navigator, making it a versatile to...

Nominal Ledger - Hidden Tricks for Understanding and Filtering Reports in Navigator

1:57

Nominal Ledger - Hidden Tricks for Understanding and Filtering Reports in Navigator

Просмотров 292 месяца назад

Description: In this video, I’ll reveal a few hidden tricks to help you better understand and filter reports in Navigator. Specifically, I’ll dive into the transaction report, showing you the various filtering options available to help you make sense of your transaction journals. These tips will enhance your ability to analyze and manage your reports more effectively. Be sure to watch, and don'...

5:58

Parts - Goods In

Просмотров 12 месяца назад

In this video, we show you how to goods in / bring parts into stock.

Parts - Crediting/removing parts from a workshop job

1:47

Parts - Crediting/removing parts from a workshop job

Просмотров 32 месяца назад

This video shows you how to credit/remove parts from a workshop job.

Parts - Returning parts / Producing a credit note

1:45

Parts - Returning parts / Producing a credit note

Просмотров 22 месяца назад

In this video, we will show you how to return parts to a supplier / how to produce a credit note.

4:20

Parts - Stock Adjustments

Просмотров 12 месяца назад

This video shows you how to adjust your parts stock levels.

4:57

Parts - How to discount

Просмотров 32 месяца назад

This video shows you how to discount parts

Parts - Sell parts and produce a receipt

1:46

Parts - Sell parts and produce a receipt

Просмотров 12 месяца назад

In this video we will show you how to book parts out, this is useful if you don’t want to collect the customer's details and you want to produce a receipt.