5. Enterprise Portal - Factuconnect Module - Invoices and Credit Memos
To issue an invoice, you again need to define which customer you are issuing it to, and if it's a new customer, add them....
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4. Enterprise Portal - Factuconnect Module -Bills and proformas
Before providing a product or service to a client, you may need to generate a quote or a pro forma invoice.
3. Enterprise Portal - Factuconnect Module - Customers and Suppliers
If your company portal is connected to your accounting firm, and they have the Connector Module, you will automatically have added...
2. Enterprise Portal - Factuconnect Module - Initial Configuration of your business
To be able to issue invoices from Factuconnect, the first thing you need to do is configure your business. You can initially perform a basic configuration, and then expand it...
1. Portal Empresa - Factuconnect Module - What is Factuconnect?
Factuconnect is the ideal solution for freelancers and small to medium-sized businesses looking to simplify their business invoicing management in a...
Portal Empresa - ERP - Your personalized alerts
Manage your HR calendar more effectively and keep track of deadlines, expirations, etc. thanks to the personalized alerts in your ERP. If you have any...
Portal Asesor - CRM - Your personalized alerts
Manage your firm's schedule better and keep track of deadlines, expirations, etc. thanks to your CRM's personalized alerts. Keep track of deadlines,...
Portal Empresa - Custom ERP
The Company portal includes the ability to create an ERP fully adapted to the company's needs, which you can customize and...
Advisor Portal - CRM tailored to your needs
The Asesor portal includes the ability to create a CRM fully adapted to the consultancy's needs, which you can customize and...
Connector Module (7/7) - Control and statistics
Control and Statistics (2.30 min) Discover how documents are automatically classified and where to find them, even how to handle a request in seconds....
Connector Module (6/7) - Export to the accounting software
Export to your accounting software (2 min.) Learn how to export all generated entries, including those from invoices, bank, and cash,...
Connector Module (5/7) - Banking and cash management
Bank and Cash Management (2 min.) Learn how to reconcile your clients' bank and cash transactions through...