Welcome to BOS Professional Documentation
This site documents BOS Professional, QuickEasy Software's business management platform. BOS Professional is published in UK English; the custom modules, content and outputs support any language your organisation needs.
If you need additional assistance, contact QuickEasy Helpdesk for friendly support.
How to find what you need
Search — use the search box at the top of every page, or press / anywhere on the site to jump straight to it. Search results can be filtered by category and sorted by relevance or title.
Browse by module — the sidebar on every page groups pages by module, and always shows where you currently are. Each module lists its reference pages and its tutorials together, in alphabetical order, so the page that explains a screen sits next to the tutorial that shows you how to use it. For example, Banking lists Bank Import, Bank Import Setup Tutorials and Bank Import Tutorial one after the other.
Pages come in a few different kinds, depending on what you are trying to do:
| If you want to... | Look for... |
|---|---|
| Understand what a module does, field by field | A Reference page, under its module in the sidebar (e.g. Accounting, Costing & Estimating, Service Manager) |
| Configure a module for the first time | A Setup Tutorial, under its module in the sidebar, or all of them on the Setup Tutorials page |
| Follow a business process end-to-end | A Process Guide, under its module in the sidebar, or all of them on the Process Guides page |
| Learn a task hands-on, step by step | A Tutorial, under its module in the sidebar, or all of them on the Tutorials page |
| Understand the reasoning behind a feature | A Knowledge Blog article |
| See what changed in a recent version | Release Notes |
Coloured callouts
As you read, you see coloured highlight blocks down the left edge of the content — each colour means something different:
- Note (grey) — supplementary information that is helpful but not essential.
- Info (light blue) — a lighter, secondary aside.
- Warning (red) — risk of data loss, an irreversible action or real caution.
- Important (black) — pay attention, without implying risk.
- Navigation (green) — exactly where to find something in the menu, for example:
Getting started
- Introduction — an overview of BOS Professional and this documentation site
- Key Features — features that work the same way in every module, such as approvals, attachments and statuses
- Setup Tutorials — every setup tutorial in one list, grouped by module
- Process Guides — every process guide in one list, grouped by module
- Tutorials — every tutorial in one list, grouped by module
Recently updated
Browse all release notes — not in the sidebar menu since it is a browse-occasionally page rather than a step in the documented workflow, but always reachable from here or search.