Tutorials

💡These tutorials explain how to complete tasks in BOS Professional, step by step. Each tutorial is also listed in the menu under its subject, next to the reference pages it relates to.

Tutorials for configuring a module for the first time are listed on the Setup Tutorials page. Learning Paths list the tutorials each role needs, in the order to learn them.

Accounting#

• Accounting Budgets Tutorial
• Financial Close Off Tutorial
• Forex Transactions Tutorial
• General Ledger Accounts Tutorial
• Item and Transaction Views Tutorial
• Linking GL Accounts - Material Accounting Tutorial
• Multi-Currency Tutorial
• Payroll Transactions Tutorial
• Periodic Accounting Tutorial
• Recurring Transactions Tutorial
• Update Read-Only Transactions Tutorial

Banking#

• Bank Imports Tutorial
• Bank Reconciliation Tutorial
• Manage Debit Orders Tutorial
• Post-Dated Cheques Tutorial

Costing & Estimating#

• Outsourced Items Tutorial
• Product Estimate Tutorial
• Product Estimate Type Tutorial

Customers#

• Creating and Editing Customers Tutorial
• Customer Age Analysis Tutorial
• Customer Budgets Tutorial
• Customer Categories Tutorial
• Customer Deposits Tutorial
• Customer Ledger Tutorial
• Customer Price Lists Tutorial
• Manage Account Queries Tutorial
• Managing Overdrawn Customers Tutorial

Financial Statements#

• Statement of Financial Position Tutorial
• Statement of Profit or Loss Tutorial
• Trial Balance Tutorial
• Trial Errors Tutorial

Getting Started#

• Installation Tutorial

Inventory#

• Inventory Tutorial
• Material Transfers Tutorial
• Materials Movement (Issue) Tutorial
• Materials Movement (Receive) Tutorial
• Materials Movement (Return) Tutorial
• Materials Movement List View Tutorial
• Stock Check Tutorial

Materials#

• Checklists Tutorial
• Creating and Editing Materials Tutorial
• Materials Price Manager Tutorial
• Online Library Tutorial

Mobile App#

• Mobile App Approvals Tutorial
• Mobile App Customers Tutorial
• Mobile App Dashboard Tutorial
• Mobile App Delivery Tutorial
• Mobile App Inventory Tutorial
• Mobile App Service Manager Tutorial
• Mobile App Sign In and Basic Features Tutorial
• Mobile App Tracker Tutorial

My Organisation#

• HR Time and Attendance Tutorial

Non-Conformance Reporting#

• Non-Conformance Reports Tutorial

Office Tools#

• Attachments Tutorial

Output, Emails & Designers#

• Email Tutorial
• Form Designer Tutorial

Point of Sale#

• PoS - Cashups Tutorial
• PoS - Ledger Tutorial
• PoS - Orders Tutorial

Production - General#

• Timekeeping Tutorial
• Tracker App Tutorial

Production Planning#

• Production Planning Board Tutorial
• Production Planning Calendar Tutorial
• Production Planning Dashboard Tutorial
• Production Planning Jobs Tutorial
• Production Planning Materials Tutorial
• Production Planning Outwork Tutorial
• Production Planning Tasks Tutorial

Reports & Dashboards#

• Custom Reports Tutorial

Suppliers#

• Creating and Editing Suppliers Tutorial
• Supplier Age Analysis Tutorial
• Supplier Categories Tutorial
• Supplier Ledger Tutorial
• Supplier Payments Tutorial

Transactions#

• Customer Credit Notes Tutorial
• Customer Invoices Tutorial
• Delivery Notes Tutorial
• Purchase Orders Tutorial
• Quotations Tutorial
• Sales Orders Tutorial
• Supplier Debit Notes Tutorial
• Supplier Invoices Tutorial
• Work Orders Edit View Tutorial
• Work Orders List View Tutorial

VAT/GST#

• VAT Reconciliation Tutorial

Procedures on Reference Pages#

• How to Add an Appointment (Calendar)
• How to Add Masthead Information (Output)
• How to Allocate Expenses in the Ledger (Cost of Sales Report)
• How to Change a User's Mobile App Access (Mobile App - Settings & Permissions)
• How to Create a Product Estimate (Estimating)
• How to Create a Product Estimate (Signage)
• How to Create a Signage Estimate (Signage)
• How to Record Leave (Leave)
• How to Set Up Actions (Actions)
• How to Set Up the Perpetual Model (Perpetual Inventory)
• How to Set Up Your Dashboard (Dashboard)