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Business Suite

Introduction

Product Overview
Key Benefits

Getting Started

System Requirements
Installation
Initial Setup
Quick Tour
Installing Business Suite

Financial Management

Managing Bank Accounts
Income Management
Expense Management
Transfers
Bills Management
Assets
Bank & Cash Accounts
Adding Bank & Cash Account
Account Balances
Deposit
Expenses
Account to Account Transfer

Customer Relationship Management (CRM)

Customer Management
Leads Management
Companies
Groups
Files
Custom Fields
Interaction Tracking
Creating a Customer Account
Creating and managing leads
Customer List

Sales

Creating an Invoice
Managing Invoices
Recurring Invoices
Receiving Payments
Quote Management
Order Management
Point of Sale (POS)
Untitled
Placing new order
Creating Quote
Managing Quotes
Invoice Payments

Purchasing

Supplier Management
Purchase Orders

Products and Services

Product Management
Service Management
Products
Services

Project Management

Task Management
Milestone Tracking
Time Tracking

Customer Support

Ticket Management
Predefined Replies
Knowledge Base
Knowledge Base Articles
Untitled
Articles
Creating Ticket
Solving Tickets
Writing Article
Tickets Department

Document Management

Documents
Upload Documents
Getting Files from Customers

Human Resources (HR) Management

Employee Management
Payroll Processing
Attendance Tracking

Reports

Financial Reports
Sales Reports
Export
Account Statements
Income Reports
Expense Reports
Income vs Expense
Reports by date

System Administration

General Settings
Users and Roles
Email Settings
Payment Gateways
SMS Configuration
Tax Settings
Localization Settings
Staff
Roles
Currencies
Expense Categories
Income Categories
Payment Methods
Sales Taxes
Email Templates
Custom Contact Fields
Automation Settings
Choose Features
Checking Version

Update Procedures

Version Upgrade Guide
Data Backup Best Practices
Troubleshooting Upgrades
Database Schema Updates
Restoring a Backup

Troubleshooting

Common Errors and Solutions
Debug Mode
Email Troubleshooting
Data Recovery
File Upload
PDF Generation
Contacting Customer Support
Common Troubleshooting Tips
Enabling Dev Mode
Resetting password

Customization

Built-in Customization Options
Managing Features
Editing Layouts
Setting Up Your Local Currency
Customizing Invoice Templates
User Interface
Customize
Editor
Themes

API Documentation

Introduction
Authentication
Endpoints
Errors
Client API
Client Dashboard
Leads
Making your first request

Plugin Development

Plugin Architecture
Adding navigation menus
Controllers
Helpers
Introduction to Plugin Development
Options
Routing
What Are We Building?
Writing the installer
Writing uninstaller

Frequently Asked Questions (FAQ)

General FAQs
Billing FAQs
Technical FAQs
Licensing FAQs

Utilities

Activity Log
Email Message Log
Invoice Access Log
Database status
CRON Log
Integration Code
System status
Terminal

How-to guides

Generate invoice automatically after placing order
Upload admin profile picture
Add Custom Javascript Code
Give access to an employee that only allows to access certain data
How to modify prefix
Editing Template File
How to generate Demo data
Import Data
Moving to HTTPS

Release notes (legacy)

Version 4
Version 3.4
Version 3.3
Version 3.2

More guides

Dashboard
Purchase
Project Management
Orders
Tasks
Products & Services
Reports
API
Developer Documentation
Other Features

Docs
Business Suite
More guides

API

For API Documentation, follow this- https://www.cloudonex.com/business-suite-api/authentication

← Previous Reports Next → Developer Documentation

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