See a visual demonstration of what the “Accounts” feature in Clever Owls’s Customer Mangement Software contains. Go through the entire pictorial simulations to find out

how effective this software is for your business.

Welcome to CleverOwl’s official blog! In this post we have presented some screenshots of what you

can expect in the Accounts feature of our Customer Management Software. Accustom yourself with

our pictorial demonstrations.

The panel on the left contains a variety of options for you to choose from:

Home.

Tasks.

Documents.

Sales and Marketing.

Finance.

Service.

Accounts.

Settings.

Search the item of your choice

in the ‘Quick Reference Search’ bar. Click ‘Help’ for user guides and instruction videos. We will click

on the “Accounts” tab as we are going to learn more about the “Accounts” feature.

Accounts:

As soon as you visit the Accounts section, you will have the following links to visit:

Bank Accounts.

Nominal Codes.

Tax Codes.

Invoices.

Payments.

Accounts Feature In CleverOwl’s Customer

Management Software

Let us take a careful look on how to proceed with each and every option available in Accounts.

Bank Accounts

Clicking on “Bank Accounts” in the Accounts section gets you on the following page. Fill in the

following spaces with appropriate

information:

1. Name.

2. Created Date.

3. Created By.

4. Modified Date.

5. Modified By.

Perform related tasks on the page regarding your bank accounts by clicking on the following buttons:

1. Add.

2. Open.

3. Delete.

Clicking on the

button after you have filled in the

necessary bank account details

will take you to the following

page.

As you can see, the new page has the following options on both sides of the panel:

Name. Web Site. Address. Account Type. City. Account Name. Region. Sort Code. Zip/Post Code. Account Number. Country. BACS Ref. Phone. IBAN. Fax. Opening Balance. Email. Description.

Fill up the form accordingly. Choose your ‘Account Type’ from the drop down list. On the upper left

corner, you have the saving options. Click on to have the data saved for future use.

Nominal Codes

Click on the “Nominal Codes” option in the Accounts section of CleverOwland the following page

opens up to you.

Fill in the spaces for Code, Description and Short Description. Adjust page size accordingly. Choose the

right option under ‘Root’ from the list of given options as follows:

Capital and Reserves. Long Term Liabilities. Current Assets. Overheads. Current Liabilities. Purchases. Depreciation and Sundry. Sales. Direct Expenses. Suspense Accounts. Fixed Assets.

Click on the button after filling the form with the necessary details.

The following is the page that opens up upon performing the action.

Now that you have this page open in front of you, fill in the following details:

Code.

Short Description.

Description.

Choose the appropriate ‘Organisational Unit’ from the drop down menu.

Click on on the upper left corner of the page after filling the whole form.

Tax Codes

Return to the Accounts section and you will find the ‘Tax codes’ option. Click on the link and the

following is the page that opens up to you.

Fill in the spaces allotted for the following terms:

Name.

Created Date.

Created By.

Modified Date and.

Modified By.

Click on the button to get on the following page:

Fill in the required details for Name and Rate and click on. Go back to the Accounts

section for other options to choose from.

Invoices

This is one of the 5 options in the Accounts sectionof CleverOwl. Click on ‘Invoices’to get on the

page as shown below.

Choose ‘Paid’ or ‘Voided’ under ‘Root’. Fill in the spaces allotted for the following:

Reference Number.

Account.

Net Total.

Tax.

Total.

Created Date.

Created By.

Modified Date.

Modified By.

Clicking on the button will take you to the following page.

Fill in the necessary details for the following:

Account. Delivery Method. Salesperson. Requested Delivery Date. Contact. Delivery Terms. Phone. Date Fulfilled. Organisational Unit. Reference. Currency. Notes. Payment Terms. Net Total PO Number. Tax. Due Date.

Click on after you have put in the necessary details. Notice other tabs on the left hand

side of the page. They are as follows:

1. Tasks.

2. Address.

3. Items.

4. Journal.

Click on these tabs and fill in the required information. Remember to click on the button

after filling every tab with information. You have the following buttons to perform other actions as

and when you need:

1. Follow Up.

2. Note.

3. Document.

4. Email.

5. Fax.

6. SMS.

Payments

This is another option in the Accounts section of CleverOwl. Click on the option and you will see the

following page.

Fill in the allotted spaces for the following:

Name.

Reference.

Amount.

Date.

Payment Type.

The following are the options to choose from so that you can perform the necessary actions:

Add [Miscellaneous].

Open.

Delete.

Refresh.

Export.

Import.

Click on the button after selecting the option of your choice.

Clicking on the button will reveal the following page in front of you.

Fill in the necessary details for the following in the form:

Bank Account.

Nominal Code.

Name.

Amount.

Date.

Reference.

Description.

Click on the upper left corner of the page and the input information will be stored for

future reference.

So, this is all for now about the “Accounts” feature in our Customer Management Software. Please

feel free to contact us in case you have any question about any other options or features, which we

have not discussed here.

Thanks for Reading

Comment Please