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Benroy User Manual

1. YZY SOFT Benroy Business App User Manual By pressing the button new Income in the Incomes module will be created automatically Income will be assigned the same Client as Lead Incomes positions will be created by selected Offer s positions And Lead will be checked as Successful with probability of 100 38 YZY SOFT Benroy Business App User Manual Products module The Products module stores all information related to Products that you sell Products can be either Items or Services Choosing between Item and Service is mandatory because the application differently performs calculations in cases of Income and Expense Further Items and Services will be collectively referred to as Products Products in this module are the only place where the information about Products are stored Groups of Products are intended for collecting Products in the Products module Everywhere in Project s Job order Estimates Leads offer Incomes and Expenses Items and services from these groups of Products are used The Products module is the only one module where two types of list views are applied In the standard view you will be able to see all Products which are included into your accounting Using this view it is very convenient to find Product or observe the main details of all Products Navigation through the records First Previous Next Last LE i Benroy v 1 1 YZY SOFT Se K al a g a 4 4 390 Calen
2. Invoice Regirstry After pressing this button the following message will appear Message Please select which invoice registry you want to prepare Cancel Expenses Incomes After selecting the Incomes button the program will prepare the sheet of the register of issued Incomes invoices prepared for printout After selecting the Expenses button the program will prepare the sheet of the register of issued Expenses prepared for printout NOTE When the printout appears the top menu changes Further actions are available only of Action from the top menu is selected Incomes related action buttons will help to you to faster create new Income or go to the list of Incomes in the Incomes module For more information how to use the Incomes module see page 52 48 YZY SOFT Benroy Business App User Manual The view of the tab Payments is best to use in daily activities in planning and monitoring detailed payment information After selecting the desired invoice and period the program will show Revenue and Costs invoices only from the selected period If you want to see only outstanding payments check the field Unpaid Payments marked in red means that the payment term is due and that your Client or you are late to pay the bills Revenue sum for the Amount of Costs for the selected period selected period 0 090 Benroy v 1 1 YZY SOFT S Te lt gt NN WW Se Calendar
3. eee Benroy v 1 1 YZY SOFT 2 Warehouses Stock balance ID Name Address Owner Value sheet printout 0801000001 Vilnius 1 irm n g 68 Vilnius v 762 07 USD BW lt SEET List of Warehouses we mm mmm mmm ee ll mn we wm pm mi mm pm gt Close Warehouses module New warehouse button By pressing the button amp the window will appear where you will be able to review Stock balance prepared for printout NOTE When the printout appears the top menu changes Further actions are available only of Action from the top menu is selected Change of Product s stock There is a usual need to change Items stock i e to transfer Items from one actual stock to another Since a number of stock is unlimited there is a great possibility of creating virtual stocks which could perform Items reservation for example upon a Client s request In this case create a virtual stock for example Reservations and Items and services in there will be reserved In this case employees should agree that there will be no more Incomes made from this Stock 44 YZY SOFT Benroy Business App User Manual You can transfer Product from one Stock to another from the Products module select the desired Product then go to the section Warehouses and press the button Shange Warehouse The new window will appear where you will be able to transfer the desired Items by checking them eoo Change products warehouses
4. 97 the new window will appear where you will be able to see all Project related employees availability for the period of 10 days from today Availability is calculated for employees whose Actions are assigned to this Project A working day lasts for 8 hours Availability is calculated by adding day s Tasks and the value of the field Period If your company has more employees they can be filtered by groups of employees by selecting the top filter NOTE When the printout appears the top menu will change Further actions are available only if Action from the top menu is selected 25 List of project orders YZY SOFT Benroy Business App User Manual In the tab Orders you can create and store Job orders Job orders are usually used for coordination of execution of Products You can easily create Job orders by adding Products one by one either selecting them from the list or using pre prepared groups of Products Information on how to define groups of Products is provided in the Products module see page 39 Navigation through the records Tabs of Job order details and First Previous Next Last estimate details CET 1 Benroy v 1 1 YZY SOFT Project related zm D wem P em a S NN i gt information actions Calendar Contacts Companies Projects ads rodu umeni job orders time Benroy development ma nagement Orders Name 0603000006 Status jati v 11182014 01 Owner v ate 11 18 2014 Order iden
5. If you press the button Search on the bottom menu the Income form view in the search mode will be enabled In the search mode all fields start with the magnifying glass icon Search can be carried out by any Income field After entering the search criteria you can press Enter or on the bottom menu Continue The program will find all entries by search criteria and return you to the list view 52 YZY SOFT Benroy Business App User Manual If you select the Form view you will enter the detailed Income information In the main tab Income you will see all the most important information Navigation through the records Invoice number assignment First Previous Next Last This is the last step 0 090 Benroy v 1 1 YZY SOFT Aer Ki g 50 wem lt Dear Be m A 3 3 88 Home Calendar Contacts Companies Projects Leads Products Finance Documents SVS Nr 00184 Demo Inc Income Invoice Details Eat L ps res hands Documents eeeeeeeeeey RI Ee Series No svs v gt 00184 aea egen _ 2 a apo Ola Other Income Income s status Client Q Demo Inc e la r Phone Email 1555768678 sales demoinc com 2 FM SERVER 13 AVLA NEW lc 1 29 00 29 00 related application Wee ee gt Ce EE items and their main a Code 12234567 8 Ge k Identification U23761872 id en tifyi ng Duza Account No information Invoice Contract No Cash receipt Discount Prices Status Delivery Additional Payments
6. m i am estimates and time lt EES pe amp 1 2 7 Home Calendar nta Companies Projects Leads Products Finance Documents spent by em ployees Prometecus Benroy Add functions Project Activity Orders Time Discrepancies for one Project Ft e we be e a a a Details Dashboard Contacts Companies Products Incomes Expenses Documents Ki gi tA Other Project related Status In Progress v 15 197 60 9 924 24 12000 12000 application items Print projects d Dates 9 3 2014 10 30 2014 11 1 2014 Project Gudiget Project Incomes sinha 9924 a and their main S Project ID 0600000001 d PEN Activity report ER GEES ge identifying or a Keywords Q 1 128 34 5 273 36 sas as information i Project Expenses Not Invoiced 4000 4000 Project s most Owner Giedrius Godelaitis important info block gh won 1123 20 Mikedeelllallllebeeke e ra 3 14 069 26 Em Total Orders Project Revenue ee ee ee eee eee eee ee Set of Project s main Project s additional aa oe Ee financial indicators information block Name Custom software deployment agreement Event Complete with Incomes Sree EECH E Spprract No PI 120912 01 0 Expenses graph Contract From 9 12 2012 Contract Due 11 15 2012 Notes Custom hourly rate 120 Task Complete BRRESRRRR K DR CH New Omit Show All Sh Omitted Search Unsort 100 op Wes a D Project list view The bottom menu with the help of which you can create new Project Scale showing the double it delete or
7. By pressing the arrow gt you will be redirected to the tab of the selected Income By pressing the button Add Income the new window will appear where you will be able to select and add Incomes already existing in the application If you choose more than one Incomes all Incomes in the list Selected will be added By pressing the button Men none you will be redirected to the Incomes tab where new Income will be created and automatically related to specific Lead After checking the Income and pressing the button ee the relationship with the Lead will be deleted Neither Lead nor Income will be deleted Expenses list of Expenses assigned to specific Lead By pressing the arrow ec you will be redirected to the tab of the selected Expense By pressing the button Add Expense the new window will appear where you will be able to select and add Expenses already existing in the application If you choose more than one Expense all Expenses in the list Selected will be added By pressing the button Wen Euren you will be redirected to the Expense tab where new Expense will be created and automatically related to specific Lead After checking Expense and pressing the button Gees the relationship with the Lead will be deleted Neither Lead nor Expense will be deleted 33 YZY SOFT Benroy Business App User Manual Documents list of Documents related to specific Lead If the documents are related correctly this
8. Payment Types Incomes Account Statuses Incomes Account Types Incomes Payment T Leads Company Role in Lead Leads Contact Roles in Lead Leads Lost Reasons Leads Proposal statuses Leads Stages Leads Statuses Payments Payment Types e ch Not all pop up fields can be defined the desired options as values of some fields are used for calculations and they consequently can not be changed Number of options in the application is unlimited So you can adapt them to the specifics of your business 91 YZY SOFT Business settings Additional fields In this part of Settings you can save names of additional fields Additional Fields Provide Field Names Additional 1 Benroy v 1 1 YZY SOFT Hills Additional 1 Benroy Business App User Manual Additional 2 Additional 2 Additional 3 Additional 3 Additional 4 Additional 4 Additional 5 Additional 5 Additional 6 Additional 6 Additional date 1 Additional date 1 Additional date 2 Additional date 2 Delete All You can create fields for your business here Select an icon on the top menu to which module new fields will be created Having changed names here you will be able to enter them in the selected module form view section Additional 92 YZY SOFT Benroy Business App User Manual Business settings Templates In this part of Settings you can create textual templates which will be used during the prepa
9. Shows more than one source at the same time To purchase the Calendar Pro version please contact the software developer Quick search YZY SOFT Benroy Business App User Manual Contacts module All of your company s contacts will be shown in the Contacts module Contacts are all natural persons Since identification information is different for legal and natural persons all legal persons are listed in the Companies module see page 13 In the list view you will be able to see all contacts entered in the application Using this view you can conveniently work with Contacts categories sort and process the data Navigation through the records First Previous Next Last LE Benroy v 1 1 YZY SOFT 44 lt gt gt 2 7 20 Quick search Quick Find Q buttons Category Full Name DI Phone all Email DI Clients Cients John Doe A Employees Employees FileMaker fans OO e Giedrius Godelaitis 868630222 support yzysoft com BA YZY SOFT If lon FileMaker fans Marketing associate Marketing associate Marketing associate Oe OH e OP Marketing associate Derek Berenger Ryan The Mac Joshua The Windows Jonny Maquid Suppliers Suppliers Placidas POS K Sh Omitted Search Unsort Omit ShowAll Contact form view Search On button Quick search performs search by the information shown in the columns in this window In the quick search enter for
10. This block contains the following sections Personal information about the relationship between Contact and you as an application user occupation hobbies etc and key events Identification Contact s identification information personal number current account number etc Contractual section for agreements between you and Contact Here you can save the information related to an active contract payment terms prices and discounts Additional these fields can be defined according to your choice Fields can be defined in Settings gt Additional Here you can enter information about 6 textual fields and 2 date fields Other Contact related application items Contact can be related to the following Companies list related to Contact s companies Each company can be defined a relationship with the company By pressing the arrow you will be redirected to YZY SOFT Benroy Business App User Manual the tab of the selected company By pressing the button 4meay the window will appear where you will be able to select Company If you choose more than one company only the first one in the list Selected will be added After checking Company and pressing the button the relationship with Company will be deleted Neither Contact nor Company will be deleted Projects list of Projects where Contact participates in By assigning a role in Project you will see the role which
11. To mark that Income or Expense has been performed check the box next to Income or Expense After checking invoices as paid the application will automatically create Payment related to corresponding invoice with today s date named Payment plus the sum which is the equivalent to the sum of the outstanding invoice If an invoice is partially paid the 47 YZY SOFT Benroy Business App User Manual outstanding sum of the invoice will be considered as the balance to the full invoice sum By pressing the arrow cc you will be redirected to the selected Expense or Income tab In Finance related actions block which is on the left side of the general finance window the following actions are possible Cash flows After pressing this button a cash flow schedule for the selected period will appear This is especially convenient for planning future payments In this way you can what cash flows are outstanding To review the planned payments enter future payments in the tab Payments Account statement By pressing this button you will be able to review the statement of the selected account If your payment data has been correctly processed statement from the account should be the same as your bank acount The statement will show opening and closing balances NOTE If payments have been entered or corrected in the tab Payments you must press the button Teo _ to that data in the Account statement would be shown correctly
12. information block First Previous Next Last 0 0 Benroy v 1 1 YZY SOFT Lead s information Activity and Proposals 2 2 17 Prometecus FM 13 Upg Contacts Companies eenegen Gett a a Other Lead related application items and their main identifying information Details Name Stage Status Dates Prometecus FM 13 Upg 3 Prepare the Proposal Delayed v 80 4 30 2014 Lead ID 0700000004 Category Software Keywords Q n Owner Description Giedrius Godelaitis List of related items for example costs experienced implementing one lead Customer Contract data Additional Loss Reason Template Contract No Date Representative Representative Title Client Representative Client Rep Title Add Company Summarize Proposals Lead Value 532 40 USD Omit ShowAll Sh Omitted Search Unsort 100 d Buttons that start item related action The bottom menu with the help of which you can create new Lead double it delete or remove from the list Leads list view Categories and keywords Leads are divided into groups using Categories which can be defined in Settings gt Categories Keywords are used to further differentiate Leads grouped into Categories Keywords can be defined in Settings gt Categories Lead s additional information block This block contains the following sections Client you simply select what is the client of this Lead You can select
13. 64 1 542 00 1 542 36 Conference participants 13 00 2014 11 18 4 ick t 9 148 00 6 465 73 2 682 00 2 682 27 User s Events Qu ICK access tO 8 401 24 6 766 71 1 635 00 1 634 53 aa ee onn pa rticular month s 4 894 80 7 318 54 2 424 00 2 423 74 15000 15000 871 00 5 818 34 4 947 00 4 947 34 Expenses 10000 10000 9 mm mm mm mm em mm mm em mm mm mm mm mm em mm mm wm mm em mm mm em mm mm e e m m d 9 192 00 9 191 96 10 719 88 10 720 00 10 719 88 Sou Soop oe R 0 00 o m hi nn e 0 00 5000 5000 0 00 0 00 0 00 10000 10000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Revenue By Quarters 2014 Revenue By Income Categories My Tasks 2 E shop integration 2014 11 03 a Promo Cars Benroy Add functions Services Software D Mobile solutions D Custom solutions Check contract draft 2014 11 05 Undone and future User s Tasks 20000 20000 15000 15000 10000 10000 5000 i 5000 o m M o 01 02 03 04 05 06 OF 08 09 10 11 12 Navigation between the modules is available in several ways by selecting the section Modules on the top text menu or by clicking on the graphic icon as shown in the illustration Navigation Back Forward allows you to walk through the application as in a web browser By clicking Back you will go back to the previous window YZY SOFT Benroy Business App User Manual Calendar module The calendar window allows you to see all events in the application during the select
14. Actions are available only if Action from the top menu is selected YZY SOFT Benroy Business App User Manual Companies module All of your company s Companies legal persons you will be able to see in the Companies module Here all information about legal persons is stored Since identification information is different for legal and natural persons all natural persons are listed in the Contacts module see page 7 In the list view you will be able to see all companies entered in the application Using this view you can conveniently work with Companies categories sort and process the data Navigation through the records First Previous Next Last LE i Benroy v 1 1 YZY SOFT b gt DE ge 4 EIER e eg eng Quick search Quick search Quick Find Q buttons Category Y Name al Phone al Email al Address ul Keywords ul CH gt Marketing comp New Startups com info new startups com A O gt Marketing comp Google Ireland Ltd E3 Gordon House Barrow street Suppliers oDesk Corporation Ka 901 Marshall Street Suite 200 O gt Suppliers Teo LT AB 81816 info teo lt BA Lvovo qg 25 Vilnius Company form view Search On button Quick search performs search by the information shown in the columns in this window In the quick search enter for example Company s name and press the button S Then all companies with the same name will be found To find doubled with the same name comp
15. By pressing the button Newinome you will be redirected to Income s tab where new Income will be created Expenses list of Expenses which includes specific Product By pressing the arrow e you will be redirected to the tab of the selected Expense By pressing the button New Expense YOU Will be redirected to the Expense tab where new Expenses will be created Suppliers list of Suppliers which are indicated in Expenses as Recipients This means that Companies or Contacts sold Items or Services By pressing the arrow you will be redirected to the tab of the selected Company or Contact Audit in this section you will see all Actions related to specific Product Here you can find information about Product s debiting its income change of stock or when Product was written off Photo five different photos can be stored here with an option to enlarge one product s photo Warehouses list of Warehouses where specific Product can be found By pressing the button Gage Wees the new window will appear where you will be able to change Product s Warehouse By pressing the button Werehouses the new window will appear where you will be able to create new Warehouse or review detailed Warehouse s information For information on how to change Warehouse or review other Warehouse related information see the Warehouses module see page 44 Groups In groups of Items you can prepare sets of the most
16. EE E Gill pica UAB algirio g 114 Vilnius Client A p Phone 868630222 gt Teo LT AB Lvovo g 25 Vilnius 81816 Client E DEENEN o PEE gt Omnitel UAB Vytenio g 18 Vilnius 852747474 Client A Contact ID FileMaker International Stockley Park East Partner i 1 Cat Employees Y Contact s most i gt Keywords ES A important info block Employee x I aie Personal Identification Contract Additional Contact s additional information block Workplace Q yzy SOFT 1 o Title Founder amp Developer eee mm mmm em em mb emm mmm em mm nm em em m mm gt Priority 10 Birthday September 5 1980 Relation to Me Very good Hobby Travel active sport movies Nickname GG Anniversarry 8 6 2010 Wedding anniversary Add Company A Delete D T e upli ele Omit Show All Sh Omitted Search Unsort 100 gp Browse I 1 1 I Contact list view The bottom menu with the help of which you can create new Contact double it delete or remove from the list Categories and keywords Clients Suppliers and other contact groups are separated by using Categories which can be defined in Settings gt Categories Buttons that start item related Action Keywords are used to further differentiate Contacts grouped into Categories Say we have Suppliers and we want to group them into those supplying special services materials and so on Keywords can be defined in Settings gt Categories Contact s additional information block
17. Income ID 0900000090 Category Custom solutions v Search Products Group Q Extend Currency Rate USD CG 1 0000 ye Income Date Due 7 10 2014 7 10 2014 Invoice Internal Income s additional ww ae open information block eeng E Invoiced Sum in Words Four Hundred and Twenty Seven USD and Thirteen cents Gage a nm Warehouse Vilnius 1 y Subtotal 353 00 USD Owner Giedrius Godelaitis Bee eer 0 00 USD Account Swedbank Tax VAT 21 Tax 74 13 USD Total 427 13 usD lE G Omit Show All Sh Omitted Search Unsort Expenses List Dinna eg E meee Incomes list view The bottom menu with the help of which you can create new Item The button redirecting to i and service double it delete or remove from the list the Expenses module Invoice number assignment This action should be carried out last and by pressing the arrow between the invoice series and invoice number see the illustration above When the invoice cart is filled out and when the fields in the section Status are properly checked press this arrow The following actions can be carried out during invoice assignment Assigned the last 1 invoice number in the system Items deducted from the Stock locked Income Locked Income write off of Items After Income is locked next to the Incomes status icon a lock will appear which will identify that Income is locked Q For safety reasons locked Incomes can not be corrected or del
18. Incomes for Amount of Expenses for the selected period the selected period eee Benroy v 1 1 YZY SOFT I Account d Incomes amp Expengys Payments Today Yesterday This Week Last Week This Month j j 13 869 63 USD Last Month Last Month and this Month 823 09 USD Filters of periods and AN 1 1 14 11 19 14 X Unpaid paid unpaid INVOICES Cash Flow Date Due Client Total Owner Date Due Recepient Total Owner D 7 2 2014 7 12 2014 e Promo Cars UAB 7 592 75 USD Giedrius Godelaitis A gt A 6 25 2014 6 25 2014 VMI Valstybin 243 00 USD Giedrius Godelaitis A gt A Finance related 6 2 2014 6 12 2014 Promo Cars UAB 3 796 38USD Giedrius Godelaitis gt 6 1 2014 6 30 2014 Omnitel UAB 318 13USD Giedrius Godelaitis lt gt action block ee ee 6 2 2014 6 12 2014 Rekuperatoriy 302 50USD Giedrius Godelaitis 2 gt 5 31 2014 6 30 2014 Teo LT AB 110 71USD Giedrius Godelaitis gt ee H J gt 2 27 2014 3 9 2014 Prometecus UAB 2 178 00USD Giedrius Godelaitis gt 5 22 2014 6 5 2014 King Coffee Service 151 25USD Giedrius Godelaitis A gt List of Incomes for List of Expenses for the selected period the selected period mm em em em em en em mm em em mm em em em en en mm em mm wien en em em em em en em em em em em en em em e gt KE i Invoice Registry New Income Incomes List New Expense Expenses List 100 Browse 1 1 J R m gt Incomes related Expense related action buttons action buttons
19. Search avla Name FM PRO 12 AVLA T1 NEW FM PRO 13 ADV AVLA NEW FM PRO 13 ADV AVLA NEW NP EDU FM PRO 13 ADV AVLA RENEWAL FM PRO 13 ADV AVLA RENEWAL NP EDU FM PRO 13 AVLA TO NEW FM PRO 13 AVLA TO NEW NP EDU FM PRO 13 AVLA T1 NEW FM PRO 13 AVLA T1 NEW NP EDU FM PRO 13 AVLA T2 NEW FM PRO 13 AVLA T2 NEW NP EDU FM PRO 13 AVLA T3 NEW FM PRO 13 AVLA T3 NEW NP EDU FM PRO 13 AVLA T4 NEW FM PRO 13 AVLA T4 NEW NP EDU FM PRO 13 AVLA TS NEW FM PRO 13 AVLA T5 NEW NP EDU FM PRO 13 AVLA T6 NEW FM PRO 13 AVLA T6 NEW NP EDU FM PRO 13 AVLA T7 NEW FM PRO 13 AVLA T7 NEW NP EDU FM PRO AVLA TO RENEWAL Vendor FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc FileMaker Inc After selecting Items you want to transfer press the section Selected where you will be able to review all selected Items and Stocks where they are stored TER Change products warehouses Search avla Name From warehouse Qty Change AS FM PRO 13 AVLA T1 NEW Vilnius 1 0 Cancel Change 45 YZY SOFT Benroy Business App User Manual In this list you will also be able to review the balance in Stock In the column Amount you must enter the amount of Items
20. are set in the Products module NOTE Both above Product adding versions provided that Client is assigned price name positions will use Client assigned prices It is especially convenient when Client is provided with special prices e Button tPresucts sours the new window will appear where you can find the list of groups of Products Add products group e FM 12 AVLA 1 srv 5 FM Pro e FM 12 RTL 1 srv 5 FM Pro gt Benroy FM 5 users gt Benoy FM 10 users F gt Benoy FM SRV 10 users 100 gp Browse ee Here by clicking next to the name of the group all Products in the group will be added By selecting group of Products in Income positions Product s unit of measurement will automatically be added to amount and Product price in the groups of Products In groups of Products you can define different amounts and prices for the group It is especially convenient when generating standard sets of Products or sets of Products with discounts 55 YZY SOFT Benroy Business App User Manual o Button Sc will open the extended cart where you will be able to add discounts for each Income position KR Cart Products Meas Qty Price Discount Taxable Final Price Total 1 FM PRO 13 AVLA T1 NEW lic 6 54 00 X 54 00 324 00 x 2 FM SERVER 13 AVLA NEW lic 1 29 00 Gi x 29 00 29 00 Gi Search bk Products Group Q 5 Changing the Currency or Currency rate C
21. be able to select the desired Products All Products in the list Selected will be added to Proposal positions After selecting Products in Proposal positions Products unit of measurement will automatically be added to amount and Product price which are set in the Products module 36 YZY SOFT Benroy Business App User Manual NOTE Both above Product adding versions provided that Client is assigned price name positions will use Client assigned prices It is especially convenient when Client is provided with special prices e Button tPresucts ours the new window will appear where you can find the list of groups of Items and services Add products group F gt FM 12 AVLA 1 srv 5 FM Pro e FM 12 RTL 1 srv 5 FM Pro gt Benoy FM 5 users A gt Benroy FM 10 users F gt Benoy FM SRV 10 users 100 op Browse Here by clicking next to the name of the group all Products in the group will be added By selecting group of Products in Proposal positions Product s unit of measurement will automatically be added to amount and Product price in the groups of Products In groups of Products you can define different amounts and prices for the group It is especially convenient when generating standard sets of Products or sets of Products with discounts Changing the Currency or Currency rate Currency should be set up in the begining after proposal has been created If you c
22. ee the relationship with Document will be deleted Neither Project nor Document will be deleted In the option above the list ZE you can filter Documents by their categories for example you can see only contracts or purchase orders Document categories can be defined in Settings gt Categories 23 YZY SOFT Benroy Business App User Manual In the tab Actions you can plan Project related actions Here you can also review the history of the already carried out Actions The Action window consists of the Events and Tasks lists You can filter them by selecting the period entering specific start and end dates selecting Event type or stage selecting Task type or status Navigation through the records Events and time filtering tools First Previous Next Last eee i Benroy v 1 1 YZY SOFT Project related lt 5 d m D information actions lendar Contadis s roduc umen job orders time Prometecus Benroy Add functions ma nagement Events 1 Today A Week This Month 2 Weeks 3 Months 6 Months Filter Clear ilter Tasks filtering fields Filter CHE Eeer eeh reese a Task us Start Due Owner NW Prepare workfiow e v 9 7 2014 9 18 2014 Gledrius Godelaltis 4 x Design database relationships V 9 21 2014 10 2 2014 Gledrius Godelaitis2 Design Layouts V 10 5 2014 10 23 2014 Gledrlus Godelaitis2 Prepare scripts V 10 26 2014 10 30 2014 Gledrius Godelaitis2 Testing period L 11 6 2014 11 13 2014 Gledriu
23. example Contact name press the button S and you will be shown all Contacts named by this name To find doubled contacts with the same first and last name press the button Duplicates If you press the button Search on the bottom menu the Contact form view in the search mode will be enabled In the search mode all fields ends with the magnifying glass icon Search can be carried out by any Contact field After entering the search criteria you can press Enter or on the bottom menu Continue The application will find all entries by search criteria and return you to the list view YZY SOFT Benroy Business App User Manual If you select the Form view you will enter the detailed Contact information In the main tab Contact you will see Navigation through the records First Previous Next Last all the most important information Benroy v 1 1 YZY SOFT Contact s contact information and Activity Other Contact related application items and their main identifying information List identifying the related items for example incomes made to this particular Contact lt gt 2 7 20 Giedrius Godelaitis Contact Phones Addresses Activity Details Companies Projects Leads Incomes Expenses Products Documents Groups First Name Giedrius Nam Address Phone Relation to company Place for Contact s SE Eege YZY SOFT If Sezemano g 9 Vilnius 868630222 Employe gt ho to Email BEST E
24. in Expense position Product s unit of measurement will automatically be added to amount and Product price in the Products module o Button ze Product selection window will appear where with the help of checks you will be able to select the desired Products All Products in the list Selected will be added to Expense positions By selecting Product in Expenses positions Products unit of measurement will automatically be added to amount and Product price in the Products module NOTE Both above Product adding versions provided that Client is assigned price name positions will use Client assigned prices It is especially convenient when Client is provided with special prices o Button Psucts sours the new window will appear where you can find the list of groups of Products _ Add products group gt FM 12 AVLA 1 srv 5 FM Pro FM 12 RTL 1 srv 5 FM Pro Benroy FM 5 users Benroy FM 10 users Benroy FM SRV 10 users VY ddd Here by clicking next to the name of the group all Products in the group will be added By selecting group of Products in Expense positions Product s unit of measurement will automatically be added to amount and Product price in the groups of Products In groups of Products you can define different amounts and prices for the group It is especially convenient when generating standard sets of Products or sets of Products with discounts 61 YZY SOFT Ben
25. list should provide all Lead s documents By pressing the arrow you will be redirected to the tab of the selected Document After checking the Document and pressing the button ee the relationship with the Document will be deleted Neither Project nor Document will be deleted In the option above the list SE you can filter Documents by their categories for example you can see only contracts or purchase orders Document categories can be defined in Settings gt Categories In the tab Activity you can plan Lead related actions Here you can also review the history of the already carried out actions The Action window consists of the Events and Tasks lists You can filter them by selecting the period entering specific start and end dates selecting Event type or stage selecting Task type or status Navigation through the records Events and time filtering tools First Previous Next Last I E e L Benroy v 1 1 YZY SOFT Ae Ki i Gel ng lt CEO e d B DD Lead s information 2 2 17 ome Calendar Contacts Companies Projects Leads Products Finance Documents actions and ENEE em dich Lead Activity Proposals proposals Events ER SS Today This Week This Month 2 Weeks 3 Months 6 Months Filter Clear Filter Gi Show All Filter Gi GOU EE EE EC A e ai am e ba wm ui Au A bm a vi um e Du owne Tasks filtering fields List of Events ee meee eee eee o o gt List of Tasks ek Actio
26. remove from the list completeness of Events and Tasks in one Project Categories and keywords Projects are divided into groups using Categories which can be defined in Settings gt Categories Categories may include Internal External Private houses Special buildings Passenger vehicles Trucks Weddings Christenings Personal photoshoot etc Keywords are used to further differentiate Projects grouped into Categories Say we have category of construction of a private house which we want to divide into few groups for example Installation of foundation Installation of construction Installation of roof etc Keywords can be defined in Settings gt Categories Project s additional information block This block contains the following sections Client you simply select what is the client of this Project You can select either Contact or Company When the selection process is complete the date is saved in Project If you change Contact s or Company s contact information the data in Project will not be changed To update the data you need to re select Contact or Company Contractual Project s contractual information which must be captured manually by filling out all fields Or it can be uploaded automatically from Leads module just after the signature of the contract between you and the client How to perform the signature of the contract in the Leads module see page 31 21 YZY SOFT Benroy Business App Us
27. sn J Additional features 00000 nn J YZY SOFT Benroy Business App User Manual Intended purpose This document is intended to introduce users of the business management application Benroy further application with the main features principles of work and navigation of the application Target audience This document was created for new and current application s users who need to know the specifics of the use of the application or who would like to better absorb all application user environment features Business sector The application is an optimal solution for small and medium enterprises as well as separate groups of big enterprises units departments etc with a number of employees ranging from 1 to 25 people The application can also be used by a larger number of employees however due to more complex business processes installation of additional features may be required The application is suitable for many different business sectors The application is especially convenient for organizing and tracking daily work in these business areas Sales Creative agencies Real estate companies Photography Employment agencies Legal professionals and law firms The application is designed for executives managers marketers administrators and other participants in the business processes except for accountants and financiers In its Finance module the application has only Incomes Expen
28. turnover Also the cost of Income can be seen by exporting date to Excel This can be done by selecting Top menu gt Files gt Export gt Incomes When performing export it is necessary to be in Incomes module Only Incomes visible in the list will be exported I e you may perform search and thus decrease increase the number of entries in the list yyyy mm 2014 01 2014 02 2014 03 2014 04 2014 05 2014 06 2014 07 2014 08 2014 09 2014 10 2014 11 2014 12 Revenue 8 050 00 9 148 00 8 401 24 4 894 80 871 00 9 968 88 10 71 Expenses 6 507 64 6 465 73 6 766 71 7 318 54 5 818 34 776 92 Profit 1 542 00 2 682 00 1 635 00 2 424 00 4 947 00 9 192 00 10 720 00 0 00 0 00 0 00 0 00 0 00 Execution 1 542 36 2 682 27 1 634 53 2 423 74 4 947 34 9 191 96 10 719 88 58 YZY SOFT Expenses module Benroy Business App User Manual Expenses module is a place to capture all company s costs Here Expenses for your daily activities Expenses for productions or services fir supply from Suppliers should be captured Also paid taxes and employees wages salaries In other words each money spent from any bank account or company s cash desk should be captured in this module In the list view you will be able to see all Expenses according to which your company purchased Products Using this view it is very convenient to find Expense or observe the main details of all Expenses Navigati
29. was performed by selected Contact By pressing the arrow you will be redirected to the tab of selected Project By pressing the button pe the window will appear where you will be able to select Project If you choose more than one project all projects in the list Selected will be added After checking Project and pressing the button Gees the relationship with Project will be deleted Neither Contact nor Project will be deleted Leads list of Leads where Contact participates By assigning a role in the lead you will see in which lead the selected Contact performed the main role By pressing the arrow you will be redirected to the tab of the selected lead By pressing the button age the window will appear where you will be able to select Lead If you choose more than one lead all leads in the list Selected will be added After checking Lead and pressing the button Dees the relationship with Lead will be deleted Neither Contact nor Lead will be deleted Products list of Products purchased by Contact The information shown here is taken from Incomes positions The list of Products shows income date product name amount and price By pressing the arrow you will be redirected to the tab of selected Product Incomes list of Invoices incomes issued to Contact By pressing the arrow you will be redirected to the tab of selected Incomes By pressing the button New Income you will be redirect
30. 01 2014 11 30 2014 100 4 480 00 e uplicate elete Omit Show All Sh Omitted Search Unsort 100 op Browse L J 1 Timesheet form view Search On button Quick search performs search by the information shown in the columns in this window In the quick search enter for example Card s name and press the button S All cards with this same name will be found If you press the button Search in the bottom menu the Timesheet view in the search mode will be enabled In the search mode all fields start with the magnifying glass icon I YZY SOFT Benroy Business App User Manual Search can be carried out by any Timesheet s field After entering the search criteria you can press Enter or you can press Continue on the bottom menu The application will find all entries by search criteria and return you to the list view If you select the Form view you will enter the detailed Timesheet information In the main tab Timesheet you will see all the most important information Navigation through the records First Previous Next Last b gt 1 1 12 Benroy v 1 1 YZY SOFT ONGOING Timesheet s most important information block Timesheet s calculation block Details Name Status Start End Currency Rate Hour rate Total Timesheet ID Notes Hours Left gt Overtime Worked Hours Total to pay Pay by estimates Pay to 1 Empl Timesheet 2014 11 Custom d
31. 012 Swedbank AB 6 60 USD Bank trasactions fee for Company ID 0500000127 e e identifyi ng ne er ee X 11 30 2012 Swedbank AB 14 00 USD Bank trasactions fee for gt K f ti K pe A 12 31 2012 Swedbank AB 27 12 USD Bank trasactions fee for gt information a ant X 5 30 2014 Swedbank AB 7 20 USD Bank trasactions fee for ex Com p a ny s most X 3 31 2013 Swedbank AB 7 40 USD Bank trasactions fee for gt X 4 30 2013 Swedbank AB 8 80 USD Bank trasactions fee for gt important info block X 5 31 2013 Swedbank AB 18 80 USD Bank trasactions fee for 2 gt eee i oe a i e am SEET gt X 5 8 2013 Swedbank AB 20 00 USD Yearly credit card fee 5 X 6 30 2013 Swedbank AB 29 40 USD Bank trasactions fee for Ee X 7 31 2013 Swedbank AB 8 80 USD Bank trasactions fee for gt List identifyi ng the X 8 31 2013 Swedbank AB 55 80 USD Bank trasactions fee for gt C s additi X 9 30 2013 Swedbank AB 44 20 USD Bank trasactions feefor gt related items for ompany s adaitiona Personal Identification Contract Additional e in forma tion block 10 31 2013 Swedbank AB 15 80 USD Bank trasactions fee for gt exam ple incomes Priority Established X 11 30 2013 Swedbank AB 12 60 USD Bank trasactions fee for gt ma de to this Srpner bn ep rr e Cheese gt X 12 31 2013 Swedbank AB 35 00 USD Bank trasactions fee for gt dl particular company Specialization 4 eee ees pl ai eee Brand Scope Type i New Expense Payments Region I Omit Show All Sh Om
32. 4 Orientation on Custom solutions gt 7 31 2014 Mobile solutions v 10 500 USD Orientation on Mobile solutions gt 8 31 2014 Services X 11 000 USD Orientation on Services gt 9 30 2014 Custom solutions hi 11 500 USD Orientation on Custom solutions gt v USD 5 Close In the column Date until you should enter the last day of the month for which you define the sales plan So far there is the possibility of defining the plan for one month period only 95 YZY SOFT Benroy Business App User Manual Additional resources For more information please refer to our website www yzysoft com and our website s Support page Additional features Application s functionality can be easily expanded If your company requires additional data fields forms or integrated documents we will always be able to help you Additional features and services e Activity and needs analysis process modeling System integration connecting to accounting application e store etc e Application preparation for works configuration and data uploading e Trainings Functionality expansion programming Should you have any questions or doubts please contact us by e mail Sales yzysoft com We will try to contact you within one business day Enjoy Benroy Business Application 96
33. 4 Prometecus UAB Giedrius Godelaitis 1 328 58 USD Omit Show All Sh Omitted Search Unsort Leads form view The bottom menu with the help of which you can create new Lead i double it delete or remove from the list Quick search performs search by the information shown in the columns in this window In the quick search enter for example Lead name or the name of the responsible person and press the button S the application will find Leads related to the entered name or it will find Leads of the responsible person To find doubled with the same name Leads press the button Search on the bottom menu When the search mode starts select the name field and search operator W or simply enter and press Enter 31 YZY SOFT Benroy Business App User Manual If you press the button Search in the bottom menu the Leads form view in the search mode will be enabled In the search mode all fields start with the magnifying glass icon Search can be carried out by any Lead field After entering the search criteria you can press Enter or on the bottom menu Continue The application will find all entries by search criteria and return you to the list view If you select the Form view you will enter the detailed Lead information In the main tab Lead you will see all the most important information Navigation through the records Lead s most important information block Lead s additional
34. Actions by your business processes press the button Actions Group the new window will appear eee Add Actions group Start 11 18 2014 End Name F gt FileMaker lessons gt Proposal s preparation gt Lead Final completion gt Full Lead activity gt Full Project activity gt Full New Product activity Press the arrow and select desired set of Actions It is also necessary to define the start and the end dates of Actions group The application will automatically define the start date which will be today s date The end date is not mandatory unless sets of Actions contain Events or Tasks whose date reference point is the corresponding end date By pressing the button Cancel you will terminate adding of sets of Actions to Company Using Tasks Tasks can be assigned without assigning them to Events Assigned Tasks can also be seen in the Tasks module More information on how to use Tasks can be found in the Tasks module see page 69 By pressing the button reot the new window will appear where you will be able to see the plan of Actions specifically drafted for Company and prepared for printout By pressing the button 97 the new window will appear where you will be able to see all Company related employees availability for the period of 10 days from today Availability is calculated for employees whose Actions are assigned to this Company A working day lasts for 8 hours Availability
35. Benroy Business App User Manual November 25 2014 Europe Lithuania YZY SOF YZY SOFT Benroy Business App User Manual LIST OF CONTENTS TT DO EN 4 Targ t AUIS E d BEE SECTOR Al Application modules 2000 5 ON NN stu i a A e EESE EEEN 5 calcndar ee EEN 6 ContacdS MOdUlE sassate NR 7 OMAN ES MI AL annt nn 13 PEOJSCES MOCLI TE 19 OAS FINO DTN 31 Producte TOG UE 39 Warehouses TOGO eer 44 General finance WINdOW a 47 INCOMES MOCHI AMR A A LR TN EEN NEE RAEES 52 Expenses EE 59 D c ments ue DUT 63 SECH el EE 67 TASKS Odale srian pira ace hesatnasaviranier Rana 69 Timesneets ee TEE 71 Reports el DUT 73 Application data import export Options 75 ADDNCATIONSETUR Ssanun 76 System settings e et 7 System settings COPY EE 78 System setings Eege 79 System settings General sasssa Ra 80 System settings Items and serviCeS 01001 00 81 System settings e EE 82 Business settings Detaille kk NKRK KKK sn SE DUSINESS Se CLINGS EE EE 84 BEE lee Ch skapa 85 Business settings Be eil KC 86 BUSINESS SEUINGS e Tee 87 Business settings E Le EE 88 Business settings e 90 Business settings EE 91 Business settings Additional fields csccsesecsececsrencersecnrsecenseerseranseecenines 92 Business settings Templates ccscsceessccreesccrsnesecrsnenscecuenscecueaesenseneeeneeass 93 Business settings Plan aa 95 YZY SOFT Benroy Business App User Manual Additional resources
36. Contacts Companies Projects ads Products Finance Documents Account H Incomes amp Expences Payments Filters of periods and Today Yesterday This Week Last Week This Month i ig i A 8 592 75 USD a a a POA 8 332 60 USD paid unpaid invoices AN 01 01 2014 02 02 2014 X Unpaid E E eg ldbbgbgbgdgbbgbgbke Date Payee Total Purpose Date Date Total Purpose 1 30 2014 Etuma UAB 2 420 00 USD Payment e A Gi 1 31 2014 Blue Bridge Bond UAB 60 50USD Payment gt Fina nce related Gi 1 28 2014 Promo Cars UAB 332 75USD Payment e Gi 1 31 2014 Omnitel UAB 307 77 USO Payment e action block Eet Gi 1 15 2014 Eens UAB 4 840 00USD Payment gt Gi 1 31 2014 Teo LT AB 110 70USD Payment gt Gi 1 5 2014 Promo Cars UAB 1 000 00 USD Advance Payment e List of Costs for the selected period List of Revenue for the selected period Revenue related Costs related action buttons action buttons To mark that Revenue and Costs has been performed you only need to check the box next to Revenue or Costs By pressing the arrow you will be redirected to the tab of the selected Revenue or Cost In Finance related actions block which is on the left side of the general finance window the following actions are possible All above actions that can be seen in the tab Payments Invoice Registery This button can only seen in the tab Incomes amp Expenses All payments After pressing this button the new window will app
37. Kuras Clients FM documentation Contacts Custom solutions Companies Employees Projects FileMaker fans Discrepancies FileMaker mokymal Leads Financial institutions Products Midamo a Expenses Documents Tasks Konkurentai Automobiles Konkurenty dok Marketing assodate Gaunami ra tal Komandiruot s Marketing comp ch EH Categories are used to group unified entries in the module After creating Category and giving it a name it is necessary to check the module to which this Category will be applied If several modules are checked this means that say the category Clients are used in both Contacts and Companies modules The user should understand that both Contacts and Companies can be Clients Number of Categories in the application is unlimited Keywords are used to further group Categories After creating Keyword and giving ita name it is necessary to check the module to which this Keyword will be applied Number of Keywords in the application is unlimited 90 YZY SOFT Benroy Business App User Manual Business settings Options In this part of Settings you can define options that in some application fields appear as pop up values 0 Benroy v 1 1 YZY SOFT Value Lists Name Contacts Regions Incomes Payment Types Documents Statuses Documents Types Value Lists Events Stages Bank transfer A Events Statuses Cash Events Type Credit Card Expenses Need Expenses
38. Product s unit of measurement will automatically be added to amount and Product price in the Items and services module e Button s Product selection window will appear where with the help of checks you will be able to select the desired items and services All items and services in the list Selected will be added to Job order or Estimate positions By 26 YZY SOFT Benroy Business App User Manual selecting Items and services in Job order Estimate positions Items and services unit of measurement will automatically be added to amount and Product price in the Items and services module NOTE Both above Product adding versions provided that Client is assigned price name positions will use Client assigned prices It is especially convenient when Client is provided with special prices o Button Preducts sous the new window will appear where you can find the list of groups of Items and services Add products group FM 12 AVLA 1 srv 5 FM Pro R ez FM 12 RTL 1 srv 5 FM Pro A gt Benoy FM 5 users gt Benroy FM 10 users Benroy FM SRV 10 users Here by clicking next to the name of the group all Products in the group will be added By selecting group of Products in Job order Estimate positions Product s unit of measurement will automatically be added to amount and Product price in the groups of Products In groups of Products you can define different amounts and prices for t
39. Projects list of Projects which are assigned this Income By pressing the arrow you will be redirected to the tab of the selected Project By pressing the button Add Project the window will appear where you will be able to select the Project If you choose more than one project all projects in the list Selected will be added After marking the Project and pressing the button Des the relationship with the Project will be deleted Neither Income nor Project will be deleted 56 YZY SOFT Benroy Business App User Manual Leads list of Leads which are assigned this Income By pressing the arrow you will be redirected to the tab of the selected Lead By pressing the button te the new window will appear where you will be able to select Lead If you choose more than one lead all leads in the list Selected will be added After marking the Lead and pressing the button Gees the relationship with the Lead will be deleted Neither Income nor Lead will be deleted Documents list of Documents which are related to specific Income If the documents are related correctly this list should provide all Income related documents By pressing the arrow you will be redirected to the tab of the selected Document After marking the Document and pressing the button Des the relationship with the Document will be deleted Neither Project nor Document will be deleted In the option above the list Sv you
40. Using events Contact can be assigned to an unlimited number of Events Each Event is shown in Calendar Next to the Contact s list of Events the main Event s information date name and status is provided The number in the brackets for example 2 shows the number of related Tasks Assigned Events can also be seen in the Events module More information on how to use Events can be found in the Events module see page 67 In our daily work it is very convenient to foresee the period when specific Tasks will be carried out In this way you can group Tasks into periods Also your availability will be seen in Calendar To assign Task for specific Event select Event by pressing the arrow then Event turns blue by pressing in the list of Tasks Task will be automatically assign to the selected Event To delete Event from the Contact s actions press the arrow and when Event turns blue press at the bottom of the list of Tasks Assignment of Action groups to the Contact module is a great relief for the management of business processes or simply planning Actions Actions groups can be defined in Settings gt Actions 11 YZY SOFT Benroy Business App User Manual After preparation of sets of Actions by your business processes press the button Actions Group the new window will appear eee Add Actions group Start 11 18 2014 End Name F gt FileMaker lessons gt Proposal s preparation gt Lead Final
41. ain tab Document you will see all the most important information Navigation through the records First Previous Next Last ER Benroy v 1 1 YZY SOFT b gt OCH fmp13_scripts_reference pdf Por eme Details Contacts Companies Projects Leads Products Incomes Expenses Name Status Project Budget Owner Q Benroy development In Progress i Ste USD Giedrius Godelaltis gt A Other Document FileMaker F related application items and their main identifying NI Add file information K Export File Name fmpi3 scripts reference pdf Type PDF Size 1 6 MB Docu m e nt s Path Documents fmp13_scripts_reference pdf additional information block Created by Giedrius Godelaitis Add Project Delete Omit Show All Sh Omitted Search Unsort 100 gp Browse D A 1 Documents list view The bottom menu with the help of which you can create new Item and service double it delete or remove from the list Document storage Documents are stored not in the application but on the computer disk The application creates an individual folder on the computer disk which depending on the application installation scheme are created different e Mini Single user computer version All documents are stored in the same folder as Benroy Here the application created one more folder named Files and one more therein named Documents While all documents saved in the application are stored in this location application lo
42. aiting Giedrius Godelaitis OP Upgrade contact information 11 18 2014 Waiting Giedrius Godelaitis List of tasks ES em mm mm mm mmm pm mm mmm mm mmm ms mm mm mm mm pm mmm Bis zm mm mm mm mm mm mm mm ms mm mm mm mm mm mm Detailed informatio Check contract draft on selected task Cer DELLES ee Project List of Task related riori Important Inbox 2 u 11 13 2014 comments Due in 3 days 11 5 2014 Contact Giedrius Godelaitis Company Project Lead Event Prepare the contract for Client VY Vd sd Timesheet Omit Show All Sh Omitted Search Unsort 100 d Browse j a f Sets buttons The bottom menu with the help of which you can create new Item and service double it delete or remove from the list Quick search Intended for quick finding of tasks by one search criterion Quick Tasks search searches through all Tasks in the database To quickly find any Task or set of Tasks enter Quick search and press the button S This search will find results by the entered value by any Task field For example to find Tasks of specific date enter the date 05 09 2013 and press the button CL all Tasks on this date will be found Sets buttons Intended for quick finding of Tasks by specific defined criteria As a standard sets searches for Tasks among these values o Inbox today s and future Tasks which do not have assigned Contact Company Project or Lead and specific date 3 day period Tasks
43. all Project related employees availability for the period of 10 days from today 29 YZY SOFT Benroy Business App User Manual Availability is calculated for employees whose Actions are assigned to this Project A working day lasts for 8 hours Availability is calculated by adding day s tasks and the value of the field Period If your company has more employees they can be filtered by groups of employees by selecting the top filter By pressing the button t the new window will appear and will show the detailed report of time which has been used in the project In the tab Discrepancies you can manage Project s discrepancies problems Management of discrepancies is made in accordance with International Management Standard ISO 9001 Companies having installed this standard must register discrepancies and continuously work with them Usually this information is managed by one person which is responsible for projects and whole company s management Navigation through the records First Previous Next Last Benroy v 1 1 YZY SOFT Report on Filt f Promo Cars Benroy Add functions Project discrepa ncies ay H Discrepancy Management printout discrepancies e E Complete by the Head ae dee e Description actions Prevention Results Notes a D D A A v v v v List of discrepancies Omit ShowAll Sh Omitted Search Unsort Project list view The bottom menu with the help of which you can create
44. an 13 13 293 Home Calendar Contacts Companies Projects Leads Products Finance Documents 5 31 2014 Teo LT AB 110 71 USD Er Details Cart Projects Leads Incomes Documents Recepient CL TeoLT AB gt Oem It Me P Total 2 Expense status Account No LT137300010000561355 em Qy 2 Other Expense Purpose Fix line services for 4 2014 related application Icons f EE gt items and their main identifying SI Currency Rate US dollar USD v 1 0000 information Total 110 71 USD 291 50 USD W Add to stock Tax 19 21 USD VAT 21 Inv Series No TEO 122190686 Paid no Tax X Received Priority Status Payments Expense ID 1000001644 Expense s additional Category Telco IT v Expense Date 5 31 2014 information block m SE Search Products Group aid by Bank transfer v NOTE Use this section for adding goods to stock Subtotal USD Account Swedbank v VAT 21 0 000 USD Assign return M Warehouse v Total 0 000 USD Need Critical Owner Giedrius Godelaitis Notes IE New Omit Show All Sh Omitted Search Unsort Incomes List 100 gp se The bottom menu with the help of which you can create new Item Expenses list view i and service double it delete or remove from the list The button redirecting to Incomes module Adding to stock This action should be carried out last and pressing the button adtosox When the expense cart is filled out and when the fields in the section Status are properly ch
45. anies press the button Search on the bottom menu When the search mode starts select the name field and search operator ER or simply enter and press Enter If you press the button Search on the bottom menu the Company form view in the search mode will be enabled In the search mode all fields start with the magnifying glass icon Search can be carried out by any Company field After entering the search criteria you can press Enter or you can press Continue on the bottom menu The application will find all entries by search criteria and return you to the list view 13 YZY SOFT Benroy Business App User Manual If you select the Form view you will enter the detailed Company information In the main tab Company you will see all the most important information Navigation through the records First Previous Next Last Benroy v 1 1 YZY SOFT I Company s contacts b gt ooi TEA RE Map and Website Name Swedbank AB te Recepient Total Purpose Place for Com pa ny s Phone 46 8 585 900 00 gt X 6 30 2012 Swedbank AB 2 00 USD Bank trasactions fee for gt Other Com Pa ny lo go Email beten GES X 6 27 2012 Swedbank AB 29 00 LTL Yearly credit card fee gt related application Address Landsvagen 40 Sundbyberg gt A 8 31 2012 Swedbank AB 8 00 USD Bank trasactions fee for A items an d their main e mmm mm mmm mm mm mm mm E Te ere ES X 9 30 2012 Swedbank AB 15 00 USD Bank trasactions fee for gt Ge A 10 31 2
46. ank AB Bank trasactions fee Telco IT 0 110 71 USD 110 71 USD O amp Telco IT Teo LT AB 110 71 USD 110 71 USD 5 31 2014 6 30 2014 Swedbank AB Fix line services for Quick search buttons 671 41 USD 413 21 USD Tax 71 71 USD Sh Omitted Search Unsort Omit ShowAll incomes List The bottom menu with the help of which you can create new Item and service double it delete or remove from the list Expenses form view Quick search performs search by the information shown in the columns in this window In the quick search enter for example Expense s recipient or account s title and press the button CL then all Expenses related to the recipient or account will be found If you press the button Search in the bottom menu the Expense form view in the search mode will be enabled In the search mode all fields start with the magnifying glass icon Search can be carried out by any Expense field After entering the search criteria you can press Enter or you can press Continue on the bottom menu The application will find all entries by search criteria and return you to the list view 59 YZY SOFT Benroy Business App User Manual If you select the Form view you will enter the detailed Expense information In the main tab Expense you will see all the most important information Navigation through the records First Previous Next Last eee Benroy v 1 1 YZY SOFT P SC lt CIRDI pe si
47. any Project or Lead and specific date 3 day period Events which are to happen within the next 3 days Delegated Events delegated by the working user Unfinished yesterday s or older Events without the status Finished Finished yesterday s or older Events with the status Finished O oO O 67 YZY SOFT Benroy Business App User Manual Filters Intended for quick finding of Event s by several search criteria As a standard filters search for Events in today s and future Events However if you select the button of Events sets search will be carried within the selected Set For example after selecting the filter value from the field Responsible the application will find all responsible person s events among today s and future Events If you choose the Sets button say Finished and only then add a filter search will find all responsible person s events from the past Events with the status Finished Update button Updates the last search related to Events The button is especially useful if the work is performed in multi users groups when one user delegates tasks to another After pressing the button new Events will appear which will correspond to the last search criteria In this window you will also be able to use the simple search Perform the following steps View gt Search Button combinations for Mac OS cmd F Win OS ctrI F Note If you use the simple search it is possible t
48. as well What is the difference between Job order and Estimate Job order is used to list large positions in Job order while Estimate is intended for itemization of Job order to the smallest positions Later Job order by a single click of the button can be converted to an invoice After selecting Job order s Info tab there is the button 8 eioi op the top right corner of the tab By pressing it you will create new Income which will be automatically assigned Project s client as Income s client added all Job order s positions and Income will be related to this Project By pressing the button oe a window will appear where you will be able to see blue Job order sheet prepared for printout To itemize Job order you can create templates with for example additional T amp Cs which will be displayed in the printout of the Job order sheet By pressing the button Groe a window will appear where you will be able to see blue Estimate sheet prepared for printout To itemize Estimate you can create templates with for example additional T amp Cs which will be displayed in the printout of the Estimate sheet NOTE When the printout appears the top menu changes Further actions are available only of Action from the top menu is selected By pressing the button sse the new window will appear where you will be able to see all Project related employees availability for the period of 10 days from today Availability is calculated f
49. asks Name Proposal update negotation Name Find out Clients opinion about proposal Details Status Waiting v Status Waiting V Location A Stage III stage Y Resource Type Lead v Type Tasks v v Priority Critical v Priority v Event Proposal update negotation v Start days from start v Day No 3 Start days from start v Day No 3 Time Duration h Time Duration h Owner Giedrius Godelaitis e Owner Giedrius Godelaitis Note Event times are determined in view of all calendar days Note Task times are determined in view of all calendar days ek wen Duplicate Sets of actions are truly powerful tool in managing daily business processes The number of Sets of actions is unlimited We recommend at the beginning of business to describe as many processes as possible and enter their possible variations as Sets of actions Sets of actions created here can be assigned in the majority of modules in tabs Actions Sets of actions consist of Events and Tasks For Events and Tasks you can define the values of the fields which will be after adding Events and Tasks Important fields that are to be filled out in order to make sure that Set will be correctly assigned to Contact Company Project or Lead o Opening and Number of days After selecting that opening is days from opening and the number of days for example is 3 this would mean that having assigned Set of action to say Project opening date of Event
50. ate Project k Create Income List of commercial Proposal line items proposals ke he EE ELLE EC gt Search Products Group Q Extend Notes Currency USD CG 1 0000 Subtotal 129 00 USD Discount Discount USD Tax VAT 21 T 27 09 USD Total 156 09 usp IR g Omit ShowAll Sh Omitted Search Unsort 100 ds Browse mge mmm mg Lead list view The bottom menu with the help of which you can create new Lead double it delete or remove from the lis Using commercial proposals Proposals are the easiest solution when you need to quickly generate a proposal and immediately during the meeting submit it for signature or send by e mail Lead related Proposals can be created by pressing at the bottom of the list of Lead s proposals Proposal identifying information is provided in the top part of Proposal where you can see who prepared Proposal when it was created and when it must be delivered There are three ways to add commercial proposal positions by pressing a different button with o Button one empty position will be added By clicking a line on the Product location a list of Products which can be added to positions will appear By selecting Product in Proposal position Product s unit of measurement will automatically be added to amount and Product price which are set in the Products module o Button ze Product selection window will appear where with the help of checks you will
51. ategories for example you can see only contracts or purchase orders Document categories can be defined in Settings gt Categories Groups Contacts can be grouped into different groups Groups can be used in Projects and in Timesheets to calculate availability of employee groups or the prices of the performed works for employees or their groups By pressing the button Gos you will be redirected to the separate window where you will be able to name Groups or add selected Contacts The number of Groups is unlimited In the tab Phones Addresses you can save Contact s contact information phone number e mails physical addresses Navigation through the records First Previous Next Last I EOR o 1 Benroy v 1 1 YZY SOFT Contact s contact information and Activity 2 7 20 Place for Contact s photo List of phone numbers a o gt ss oo Rb List of physical addresses Mobile 868630222 List of EE e addresses Information about ee EE physical address Omit Show AU Sh Omitted Search Unsort 100 ap Browse d O mmm Contact list view The bottom menu with the help of which you can create new Contact i double it delete or remove from the list Phone number or address marked with a cross means that it is primary and will be shown in the main Contact s tab Also these addresses will be used when assigning Contact to Project Lead Income or Expense Number of phon
52. can filter Documents by their categories for example you can see only contracts or purchase orders Document categories can be defined in Settings gt Categories Discounts Invoices can be applied discount for both one position or for each position individually Discount can be displayed as total discount amount in the final line or for each position Frequently asked questions How to find an unpaid invoices You can do this in three ways 1 In Contacts or in Company s section Incomes This view shows the list of Incomes made for one Contact or Company Client A check mark in the beginning indicates whether the invoice has been paid up or not 2 Incomes list view To start search select search on the bottom menu wait until the search window is loaded Select the field Paid on the bottom menu press Operator and the press Enter or Continue on the bottom menu The application will find all unpaid Incomes invoices 3 You will be able to view all unapid invoices in the general finance window after selecting the period and checking Unpaid The red invoices are due You will also see Pay until so there will be no difficulties in making a decision to take any actions or not Client s invoices can be seen in Finance Incomes module Using search for Mac OS cmd F Win OS ctrl F find the desired Client by entering its full title or its fragment and press Enter or Continue on the bottom menu The application will fi
53. cation Files Documents e Multi user FileMaker Pro Even if the application is installed on one central computer and all users connect remotely all documents are saved in the same folder as Benroy Here the application creates one more folder Files and one more therein named Documents While all documents saved in the application are stored in this location application location Files Documents e Multi user FileMaker Server If the application is used or rented together with FileMaker Server all documents in the application are stored in the server where the application Benroy is physically located Document location on the disk would be remote location Files databaseName If you have installed FileMaker Server there is the folder RC_Data_FMS where all database are saved 64 YZY SOFT Benroy Business App User Manual NOTE After opening the above places with operating system s file manager most PDF JPG PNG and other documents will have a smaller file which will be used a part of quick review Categories and keywords Documents are divided using Categories which can be defined in Settings gt Categories Document s additional information block This block contains the following sections Details A section where you can enter and correct document information Intended to assign category indicate types and statuses and leave comments Meta Document file technical information This inf
54. completion gt Full Lead activity gt Full Project activity gt Full New Product activity Press the arrow and select the desired set of Actions It is also necessary to define the start and the end dates of Actions group The application will automatically define the start date which will be today s date The end date is not mandatory unless sets of Actions contain Events or Tasks whose date reference point is the corresponding end date By pressing the button Cancel you will terminate adding of sets of Actions to Contact Using Tasks Tasks can be assigned without assigning them to Events Assigned Tasks can also be seen in the Tasks module More information on how to use Tasks can be found in the Tasks module see page 69 By pressing the button Sne the window will appear where you will be able to see plan of Actions specifically drafted for Contact and prepared for printout By pressing the button 8 s2h the new window will appear where you will be able to see all Contact related employees availability for the period of 10 days from today Availability is calculated for employees whose Actions are assigned to this Contact A working day lasts for 8 hours Availability is calculated by adding day s Tasks and the value of the field Period If your company has more employees they can be filtered by groups of employees by selecting the top filter NOTE When the printout appears the top menu changes Further
55. cts and assembly installation should be individual external projects o If a company is an advertising agency then each creative project can be an individual internal project and the execution of the client s campaign can be a separate external project e If the company provides recruitment services then search for each employee or search of groups of employees can be individual projects e If a photographer takes photos at the wedding or christening then each event is an individual project e If a company provides legal services then each case can be an individual project e If a company repairs cars or provides related services then each new car repair work or related services should be an individual project In the list view you will be able to see all Projects carried out by your company Using this view it is very convenient to find Project or observe the main details of all Projects Navigation through the records First Previous Next Last I LE e Benroy v 1 1 YZY SOFT Quick search Quick search PER o RS SS buttons Category A Name al Stage ul Status ual Budget ul Start al Due ul Owner al Custom solutions CH gt Custom solutions Prometecus Benroy Add functions 4 Development and In Progress 15 197 60 USD 9 3 2014 11 1 2014 Giedrius Godelaitis O gt Custom solutions Benroy development 3 Design In Progress USD 2 6 2014 Giedrius Godelaitis 15 197 60 USD e uplicate elete Omit Sh
56. d payments Information on how to enter Payments and capture data is provided in the description of the Finance module see page 47 Documents list of the Contact related documents If the documents are related correctly this list should provide all Company s documents By pressing the arrow you will be redirected to the tab of selected Document After checking Document and pressing the button pe the relationship with Document will be deleted Neither YZY SOFT Benroy Business App User Manual Company nor Document will be deleted In the option above the list you can filter Documents by their categories for example you can see only contracts or purchase orders Document categories can be defined in Settings gt Categories In the tab Phones Addresses you can save Company s contact information phone number e mails physical addresses Navigation through the records First Previous Next Last eee Benroy v 1 1 YZY SOFT Company s contact CEO e Pial pat 1 1 132 o lendar nta ads rod umeni In ormation an Swedbank AB Activity Phones Place for Company s logo List of physical List of phone a a numbers Fixed line E 46 8 585 900 00 Headquarter Landsvagen 40 Sundbyberg Information about List of ee physical address e addresses Omit Show All Sh Omitted Search Unsort 100 op Browse nn nn Company list view The bottom menu with the help o
57. dar Contacts Companies ad Selection of pricelist Quick search Quick Find Q Show Prices Retail Category Y Name al Measure ll Qty al SKU ul Price no Tax a Price with Tax stl al ez Software FM PRO 13 ADV AVLA NEW lic FM130092LL 180 00 USD 217 80 USD ez Software FM PRO 13 ADV AVLA NEW NP EDU lic FM130118LL 108 00 USD 130 68 USD Q A Software FM PRO 13 ADV AVLA RENEWAL lic FM130105LL 180 00 USD 217 80 USD ez Software FM PRO 13 ADV AVLA RENEWAL NP EDU lic FM130131LL 108 00 USD 130 68 USD Products form view The bottom menu with the help of which you can create new Item or service double it delete or remove from the list 39 YZY SOFT Benroy Business App User Manual Expanded product view is especially convenient if you want to see the detailed information about Product at the same time preserving the possibility of managing data in the list view Navigation through the records First Previous Next Last I LE Benroy v 1 1 YZY SOFT 4 ij LG AG 1 4 390 Ho lendar nta anies TO ads m umeni Selection of pricelist Quick search Quick Find Q Show Prices Retail Category Name sil Measure ll Qty al SKU ul Price no Tax tl Price with Tax stl al Software CO ez Software FM PRO 13 ADV AVLA NEW lic FM130092LL 180 00 USD ALL TIERS Streamline your business with the FileMaker Platform Easily create custom solutions for iPad iPhone Windows Mac and the
58. e numbers and physical addresses is unlimited 10 YZY SOFT Benroy Business App User Manual In the tab Activity you can plan Contact related actions Here you can also review the history of already carried out Actions The Activity window consists of the Events and Tasks lists You can filter them by selecting the period entering specific start and end dates selecting Event type or stage selecting Task type or status Navigation through the records Events and time filtering tools First Previous Next Last eee g Benroy v 1 1 YZY SOFT Contact s contact information and Giedrius Godejaltis Phones Addresses Activity Activity 2 7 20 Events TWis Week This Month 2 Weeks 3 Months 6 Months Place for Contact s Ss BR Tasks filtering fields photo GE EECHER Get Lawers comments Waiting V 11 16 2014 11 18 2014 Gledrius Godelaltis ge Activity report Finalize the Contract Waiting 11 19 2014 11 20 2014 Giedrius Godelaitis K Busy graph List of Tasks List of Events Actions Group Events not yet begun 0 Events in late 0 Tasks not yet begun 0 Events not assigned 0 Events done 0 Tasks not assigned 0 Events in progress 0 Events total 1 Tasks in progress 0 Omit ShowAll Sh Omitted Search Unsort 100 gp Browse R m sm ee Contact list view The bottom menu with the help of which you can create new Contact double it delete or remove from the list
59. ear where you will be able to see all payments in the system Payments will be shown in the list view This view is especially convenient if you need to enter a lot of payments for the period or correct the data Recalculate If payments have been entered or corrected in the tab Payments you must press this button to that data in the excerpt from invoice would be shown correctly 49 YZY SOFT Benroy Business App User Manual Revenue related action buttons will help to you to faster create new Revenue Costs related action buttons will help to you to faster create new Cost Revenues are entered in the same tab Payments By pressing the arrow you will be redirected to the detailed revenue view in the list of Revenues Revenue sum for the Amount of Costs for the selected period selected period ERT e Benroy v 1 1 YZY SOFT lt m ft WW Calendar Contacts Companies Projects Products Finance Documents Account e Incomes amp Expenceyy Payments Filters of periods and Today Yesterday This Week Last Week This Month aid unpaid 8 592 75 USD Last Month Last Month and this Month 8 332 60 USD 4 H AN 01 01 2014 02 02 2014 X Unpaid OICes Cash Flow Incom payment Finance related mm BE Sum of spread j payment and action block Ce Date Type 1 28 2014 eee ewe ee eee eee Currency Rate US dollar USD v 1 0000 link to it Sum 332 75 M ie rh Bg a eee Purpose Payment Paid by Bank Trans
60. ecked press this button During adding to stock only one step can be done Add Items to Stock Lock Expense After Expense is locked next to the Expenses status icon a lock will appear which will identify that Expense is locked AO For safety reasons locked Expense can not be corrected or deleted If you want to correct the locked Expense press the lock icon and and if the user has the rights Expense will be unlocked and Expense Line Items positions will be removed from Stock After correction and finishing Expense and want to add back Items to Stock press the button Add to Stock again 60 YZY SOFT Benroy Business App User Manual NOTE If FIFO is activated and if even one product from this Expense is sold then Expense will remain locked permanently Expense s additional information block This block contains the following sections Status is the main information in the Expense account Payments Here all Expense related payments are stored Also the field shows the outstanding balance if the invoice has not been fully paid The field Balance can also be seen in the list view Cart Intended to enter positions of purchased items and services Positions can be added in three ways by pressing a different button marked with e Button one empty position will be added By clicking a line on the Product location a list of Products which can be added to positions will appear By selecting Product
61. ed period eee Benroy v 1 1 YZY SOFT lt RP di B Home Calendar Contacts Companies Projects m Documents NN MN Calendar view Selection of d Prev Week Next Week Refresh Day Week Month options specific day Today Monday Tuesday Wednesday Thursday Friday Saturday Sunday eee ee mei e mp O W47 17 18 19 20 21 22 23 13 00 Conference November 2014 LZ a Calendar extension 10 11 12 13 14 15 16 hiding of month days 17 19 20 21 22 23 24 25 26 27 28 29 30 100 gp Browse L a I To create new Event in the calendar click Shift Click Calendar Pro version provides the following additional functionality Day week and month view Event search simple list of views Maintains multiple calendars filters by name type and resources and allows simply adding own filters Events are given color code by types Multi day and repeated events Possibility of marking conflicting events Link to contact assignment Drag amp Drop correction of events in the calendar Shift and drag to edit event duration Shows own resources physicians premises trucks as a columnar schedule Resource planning reviewing day events in the resources sections Scroll columns can be moved to the left or to the right so that you can review additional resources Maintains multiple resources during the event Set all day or certain period events Timeline can be adjusted for one user using 5 10 15 20 and 30 minute intervals
62. ed to the Income s tab where Client s data and Contact related information will be provided automatically By pressing the button Payments the new window will appear where you will be able to enter Contact related payments Information on how to enter Payments and capture data is provided in the description of the Finance module see page 47 Expenses list of Expenses where Contact performs as Recipient i e it sold Products By pressing the arrow you will be redirected to the tab of selected Expense By pressing the button Wes ees you will be redirected to the Expenses tab where Client s data and Contact related information will be provided automatically By pressing the button Fame the new window will appear where you will be able to enter Contact related payments Information on how to enter Payments and capture data is provided in the description of the Finance module see page 47 Documents list of the Contact related documents If Documents are related correctly this list should provide all Contact s documents or the documents that Contact is responsible for By pressing the arrow you will be redirected to the tab of selected Document After checking Document and pressing the button the relationship with Document will be deleted Neither Contact nor Document will be deleted In the option above the list ov you can filter the YZY SOFT Benroy Business App User Manual documents by Document c
63. either Contact or Company When the selection process is complete the date is saved in Lead If you change Contact s or Company s contact information the data in Lead will not be changed To update the data you need to re select Contact or Company Contractual data the main information required to conclude a contract This part is very important when concluding contracts Here you can select a contract s template Templates can be adjusted in Settings gt Templates Contract date number and undersigned persons are also marked in this section If Summarize proposals is checked all Lead s proposals will be summarized and Lead s value will 32 YZY SOFT Benroy Business App User Manual be the total value of all proposals If Summarize proposals is not checked Lead s value will be the value of the last proposal by date NOTE A contract may be physically signed using software version developed for iPad Additional these fields can be defined according to your choice Fields can be defined in Settings gt Additional Here you can enter information about 6 textual fields and 2 date fields Reason often when Lead is lost it is necessary to record the reason s why contract conclusion failed This section is intended for this When you say reach certain amount of lost Leads there is a need to analyze for what reasons the contract conclusion could not be implemented Signatures This sectio
64. employees availability for the period of 10 days from today Availability is calculated for employees whose Actions are assigned to this Lead A working day lasts for 8 hours Availability is calculated by adding day s tasks and the value of the field Period If your company has more employees they can be filtered by groups of employees by selecting the top filter NOTE When the printout appears the top menu changes Further actions are available only of Action from the top menu is selected 35 YZY SOFT Benroy Business App User Manual In the tab Proposals you can create and store commercial proposals You can easily create proposals by adding Products one by one either selecting them from the list or using pre prepared groups of Products Information on how to define groups of Products is provided in the Products module see page 39 Navigation through the records First Previous Next Last GER Benroy v 1 1 YZY SOFT S B E Lead s information lt KEE pe r 2 2 17 ome Calendar Contacts Companies Projects rodi umeni actions and Prometecus FM 13 Upg gg Activity es proposals Proposals Details me a Name FileMaker 13 atnaujinimes ID 0703000005 Status Pateiktas v No KP140320 02 H S H N Owner Giedrius Godelaitis v Date 3 20 2014 Proposal identifying Template PSL FileMaker pr v Due 4 30 2014 deta l Is w EE w mMm o i Proposal 1 FILEMAKER PRO 13 UPG 1 129 00 129 00 K Cre
65. eng Total Hours 4 00 mg Report C Busy graph Timesheet data Hours per Timesheet 100 Hours Left 96 0 Overtime 0 0 Plan 0 0 Planed Overtime 0 0 Total to pay 480 00 USD 4 CR O a a a a a IE New Omit Show All Sh Omitted Search Unsort 100 d Browse Project list view The bottom menu with the help of which you can create new Project double it delete or remove from the list Using time accounting In Projects usually it is necessary to account employee s contribution in Project in terms of time This view will make it easier and faster within Project to correctly assign and capture the time assigned for Project s performance In this window you will be able to see all Tasks assigned to Project The above filters will let you to reduce the list of Tasks for more convenient data processing Tasks can be filtered by done undone by period by status by employee and by Timesheet After selecting Timesheet filter the main data of Timesheet will appear at the bottom so that you could easily understand who and how long should be engaged in this Task To make Tasks appear in the Timesheet each Task must be assigned Timesheet which in turn would be assigned specific Task Only assigned Tasks will be included in tab s accounts There is also a possibility of leaving a comment which will also be shown in the Timesheet module By pressing the button ssh the new window will appear where you will be able to see
66. er Manual Additional these fields can be defined according to your needs Fields can be defined in Settings gt Additional Here you can enter information about 6 textual fields and 2 date fields Other Project related application items Project can be related to the following Summary this section shows the most important Project related information Project total amount The total amount of all Project related job orders Project related incomes The amount of Project related Incomes invoices Project related expenses Amount of all Project related expenses Outstanding invoices The difference between the Project total amounts and Project related Incomes Number of orders Total number of job orders which were created in project Project Revenue The difference between the Project total amounts and Project related costs Incomes Expenses schedule Graphically displayed amounts of Incomes and Expenses for specific Project Completeness of Events Completeness of Events assigned to Project expressed in Events are considered as complete when the start date of Event has passed as compared to today s date Execution of Tasks Completeness of Tasks assigned to Project expressed in Tasks are considered as complete when there is a check next to the End date field Contacts list of Contacts related to specific Project Each Contact can be defined its role within Project By pressi
67. es Create Modify amp Delete Y X Payments Create Modify amp Delete Y x Events Create Modify amp Delete v X Tasks Create Modify amp Delete Y x Settings x Reports x e Export x lt Back 100 F O Browse The number of users depends on the license you paid for You can create as many users as the license allows you to Section Users is where user data is stored Here you can also view what rights the user has and he will be able to do in the application Section Groups of rights is intended for creation and storage of groups of rights Having created most commonly used groups of rights you will be able to easily assign rights to new users This is especially convenient if there is more than one person in the company holding the same position NOTE To give effect to the changed user right the user should restart the application 79 YZY SOFT Benroy Business App User Manual System settings General In this part of Settings you can define general application settings 0 Benroy v 1 1 YZY SOFT General General Always maximize Window size Windows OS only lt Back Close 100 F E Browse Currently there is the possibility to generally define that the application would automatically maximize the window of there is more than one opened window This function is operational only for Windows OS users The application can open more than one window however due to Windows OS specification
68. ess App User Manual initially If you are in other Payments which have also been spread in the list of Payments pressing the arrow you will be redirected to the original payment Costs are entered in the same tab Payments By pressing the arrow you will be redirected to the detailed cost view in the list of Costs Revenue sum for the Amount of Costs for the selected period selected period TER i Benroy v 1 1 YZY SOFT I em lt se ss Ox om lendar Contacts Companies Projects Leads Products Finante Documents Account sr Gi Incomes amp Expencesy Payments Filters of periods and Today Yesterday This Week Last Week This Month 8 592 75 USD Last Month Last Month and this Month 8 332 60 USD y pa Du 01 01 2014 02 02 2014 X Unpaid Cash Flow Expense Payment Finance related mee GER B of spread action block oe NN Date Type 1 31 2014 zm mp mm mmm mmm mmm mm m mm m le Currency Rate US dollar USD v 1 0000 payment Sum 60 50 sA ee O Purpose Payment Paid by Bank Transfer Account Swedbank Paid Expense Q 2014 01 14 SFP Nr 1001232 60 5 Lt gt Clear List of spread Date Purpose Sum Spread Payments Q a payments 4 HHE GHEET lt Back New Exp Paym All Payments Recalculate 100 op Browse By pressing the button Back you will be returned to the original view of the tab Payments Assigning Payment to Expense By pressing the button S the
69. eted If you want to correct the locked Income press the lock and and if the user has the rights Income will be unlocked and Invoice Line Items positions will be returned to Stock After correction to finish Income i e to deduct Items from Stock you must press the arrow Invoice assignment 53 YZY SOFT Benroy Business App User Manual Income s additional information block This block contains the following sections Status the main invoice part containing the following fields Category Each Income can be assign Categories so that they could be later analyzed Incomes date The date which is the invoice date Payment date The date to which the invoice should be paid If Contacts or Companies section Contractual the field Payment is defined the number of days during which the invoice must be paid then this value will be Payment date number of the defined days Paid After checking this item Income will be indicated as paid the application will also automatically generate Revenue payment with today s date entitled Payment and with the sum which equals to the outstanding amount of the invoice If the invoice is partially paid then the outstanding amount will be the balance to the full amount of the invoice Excluding VAT Check if you want to issue an invoice without taxes Type Selection of type value will have impact on the issued invoice Invoice After selecting this type the pri
70. evelopment Tasks Estimates 2014 11 Custom development Name Start Ongoing X E shop integration 11 18 2014 11 18 2014 11 1 2014 11 30 2014 US dollar USD 1 0000 120 00 USD 100 0302000013 Ed Pla 96 100 D 0 4 H 480 00 USD 0 00 USD 0 00 USD Fat By Estimates End Duration Notes 4 00 00 100 gp Browse L J The bottom menu with the help of which you can create new Item and service double it delete or remove from the list Timesheet list view Timesheets can be assigned one several or all group of employees Total calculated amount of Timesheet will be divided by the amount of the assigned employees Tasks for Timesheet can be assigned in the Task window or in the Tasks module List indicating Tasks assigned to Timesheet 72 YZY SOFT Benroy Business App User Manual Reports module The maximum benefit of Reports is achieved when there is the amount of data sufficient for data analysis The more data in the application the more effective decision with the help of analysis This module can be started from the top menu Modules gt Reports 2 Selection of period Report Reports extension 2 Choose Period Kafe 2013 2014 button i Oi January 6 507 64 Today Yesterday ThisWeek Last Week This Month 02 February 6 465 73 Last Month Last Month and this Month 03 March 6 766 71 12 mos 6 mos 3 mos 3 mos 6 mos 12
71. f which you can create new Company double it delete or remove from the list Phone number or address marked with a cross means that it is primary and will be shown in the main Contact s tab Also these addresses will be used when assigning Contact to Project Lead Income or Expense Number of phone numbers and physical addresses is unlimited 16 YZY SOFT Benroy Business App User Manual In the tab Activity you can plan Contact related actions Here you can also review the history of the already carried out actions The Action window consists of the Events and Tasks lists You can filter them by selecting the period entering specific start and end dates selecting Event type or stage selecting Task type or status Navigation through the records Events and time filtering tools First Previous Next Last eee Benroy v 1 1 YZY SOFT em Company s contact Companies ads rodu umen information and Activity Company Phones Addresses Activity Web site Tasks Place for Company s logo Filter Gi Show All Tasks filtering fields Task Status Start Due Owner Find out main Lawer for details Ongoing V 11 18 2014 Giedrius Godelaltis A List of Events NN MB ae wee eee eee eee ee Uzduociy sarasas Actions Group Events not yet begun 0 Events in late 0 Tasks not yet begun 0 Events not assigned 0 Events done 0 Tasks not assigned 0 Events in progress 0 Events total 1 Tasks in pr
72. fer Account Swedbank Paid Income 2014 01 06 SVS Nr 00157 332 75 Lt A Clear d S List of spread Date Purpose Sum Spread Payments Q H payments 4 Wi E EE d wm pm mm m mm mm ms mm mm pm bm mm lt Back New Inc Paym All Payments Recalculate By pressing the button Back you will be returned to the original view of the tab Payments Assigning Payment to Income By pressing the button S the new window next to the field Income will appear where you will be able to select Income If you choose more than one Income only the first Income in the list Selected will be added Spread Payments to Incomes By pressing the button S the new window next to the field Payments will appear where you will be able to select Incomes If you choose more than one Income all incomes in the list Selected will be added In the list Selected you will be able to spread sums to the selected Incomes by indicating the desired sums in the column Assign sum Then press the button Add so that payments would be spread through several sales NOTE When spreading Payment through several Incomes the program will first of all assign the sum to the first selected income and change the sum of the existing payment to the sum of Income The initial sum will be saved in the separate field Spread payments sum In this way you will always have the possibility of checking what the sum was 90 YZY SOFT Benroy Busin
73. hange the currency or currency rate after Products has been added to the Cart the Application will recalculate all Cart line items using the new currency rate When recalculation is made the App takes main product s price which is set in the Products module and multiplies it using new currency rate After all all prices in the Cart will be changed and amount of Total will be different as well By pressing the button the new window will appear where you will be able to see blue Proposal sheet prepared for printout To personalize Proposal you can create templates with for example company s presentation which will be displayed in the printout of the Proposal sheet NOTE When the printout appears the top menu changes Further actions are available only of Action from the top menu is selected By pressing the button ceret new Project in the Projects module will be created automatically Project will have the same name as Lead same Client as in Lead will be assigned Depending on selection in the main tab Contact Job orders in Project will be created in the section Contract part in the field Summarize offers In the field Summarize offers is checked Project will be created the same amount of Job orders as there is Offers in Lead In the field Summarize offers is checked Project will be created Job order only according the data from blue Offer And Lead will be checked as Successful with possibility of 100 37
74. hat you will see Events in the Actions sets These Events will yellow and can be edited or deleted If you do not want to see these Events in the list any more on the bottom menu press the button Show all For more information about Actions sets see page 88 68 YZY SOFT Benroy Business App User Manual Tasks module This part of the application is intended for employees tasks planning monitoring and control This module can be started from the top menu Modules gt Events Navigation through the records Refresh First Previous Next Last button D I LE i i Benroy v 1 1 YZY SOFT sm amp lendar Contacts ro Quick search Filter options lh Name al Date s l Due ul Status A Type ul Owner ul Project ul Lead al fo Design Layouts 10 5 2014 10 23 2014 Delayed Giedrius Godelaitis2 Prometecus Benroy OP Check contract draft 11 5 2014 11 13 2014 Ongoing Project Giedrius Godelaitis A Find out main Lawer for details 11 18 2014 Ongoing Projektin s Giedrius Godelaitis A Choose products for proposal 11 18 2014 Ongoing Projektin s Giedrius Godelaitis Prometecus FM 13 Upg A Prepare scripts 10 26 2014 10 30 2014 Waiting Giedrius Godelaitis2 Prometecus Benroy fo Testing period 11 6 2014 11 13 2014 Waiting Giedrius Godelaitis2 Prometecus Benroy fo Get Lawers comments 11 16 2014 11 18 2014 Waiting Giedrius Godelaitis OH e Finalize the Contract 11 19 2014 11 20 2014 W
75. he following additional functionality Day week and month view Event search simple list of views Maintains multiple calendars filters by name type and resources and allows simply adding own filters Events are gives color code by types Multi day and repeated events Possibility of marking conflicting events Link to contact assignment Drag amp Drop correction of events in the calendar Shift and drag to edit event duration Shows own resources physicians premises trucks as a columnar schedule Resource planning when reviewing day events in the resources sections Scroll columns can be moved to the left or to the right so that you can review additional resources Maintains multiple resources during the event Set all day or certain period events Timeline can be adjusted for one user 5 10 15 20 and 30 minute intervals Shows more than one source at the same time 82 YZY SOFT Business settings Details Benroy Business App User Manual In this part of Settings you can find your company s details and logo Company Details Company Name Company Code Tax Code Phone Fax Email Web site Address City Zip Postal code Country Bank Bank Account Benroy v 1 1 YZY SOFT Your company Logo YZY SOFT 225404910 LT100007477812 868630222 sales yzysoft com www BenroyApp com 9 Sezemano str Vilnius LT 10251 Lithuania Swedbank AB v LT6973000101311234234 100 F amp Browse Sectio
76. he group It is especially convenient when generating standard sets of Products or sets of Products with discounts In Estimate you can assign Estimate positions with the Timesheet Using Timesheets you can calculate employees contribution by Estimate positions i e if Tasks are performed by Job order s estimate then specific positions can be assigned to specific employees or groups of employees Accordingly prepared Timesheet will calculate the amount of task performed during the specific period and the corresponding monetary expression for the employees wage More information on how to use Timesheets can be found in the Timesheets module see page 71 To make Estimate positions appear in the Timesheet each position must be assigned Timesheet which in turn would be assigned a specific position Only assigned Estimate positions will be included in Timesheets s accounts Changing the Currency or Currency rate Currency should be set up in the begining after job order estimate has been created If you change the currency or currency rate after Products has been added to the Cart the Application will recalculate all Cart line items using the new currency rate When recalculation is made the App takes main product s price which is set in the Products module and multiplies it using new currency 27 YZY SOFT Benroy Business App User Manual rate After all all prices in the Cart will be changed and amount of Total will be different
77. he list view Using this view it is very convenient to find the required document or observe document related information Navigation through the records First Previous Next Last LE Benroy v 1 1 YZY SOFT Quick search buttons Category ul Document ul Type ul Size ual Path al Description Y O A gt FM documentation fmpi3 scripts reference pdf PDF 1 6 MB Documents fmp13 scripts reference pdf FileMaker scripts reference document EE Quick search Omit Show All Sh Omitted Search Unsort Document form view The bottom menu with the help of which you can create new Item and service double it delete or remove from the list Quick search performs search by the information shown in the columns in this window In the quick search enter for example the title of the file or category and press the button Q All documents with this title or category will be found If you press the button Search in the bottom menu the Document form view in the search mode will be enabled In the search mode all fields start with the magnifying glass icon Search can be carried out by any Document field After entering the search criteria you can press Enter or on the bottom menu Continue The application will find all entries by search criteria and return you to the list view 63 YZY SOFT Benroy Business App User Manual If you select the Form view you will enter the detailed Document information In the m
78. ing to your choice Fields can be defined in Settings gt Additional Here you can enter information about 6 textual fields and 2 date fields Payments Here all Income related payments are stored Also this field shows the outstanding balance if the invoice has not been fully paid The field Outstanding amount can also be seen in the list view 54 YZY SOFT Benroy Business App User Manual Signatures This section is installed only in software version developed for iPad Here you can physically save both parties signatures The signature will saved as image and placed in the part next to persons signing the invoice Cart Intended to enter positions of sold items and services Positions can be added in three ways by pressing a different button marked with e Button one empty position will be added By clicking a line on the Product location a list of Products which can be added to positions will appear By selecting Product in Income position Product s unit of measurement will automatically be added to amount and Product price which are set in the Products module o Button ze Product selection window will appear where with the help of checks you will be able to select the desired Products All Products in the list Selected will be added to Income positions By selecting Product in Incomes positions Products unit of measurement will automatically be added to amount and Product price which
79. is calculated by adding day s Tasks and the value of the field Period If your company has more employees they can be filtered by groups of employees by selecting the top filter NOTE When the printout appears the top menu will change Further actions are available only if Action from the top menu is selected In the tab Website you can see Company s website without leaving the application The page which is entered in the field Website of the Company s tab will be loaded In the tab Map you can see Company s map without leaving the application The map will be loaded by Company s main address entered in Company s tab Tel Addr In this application Google Maps data are used for loading maps YZY SOFT Benroy Business App User Manual Projects module All of your Company s ongoing projects will be shown in the Project module Projects can be used to perform various Tasks Projects can be internal or external They can be used for the organization of activities of Company s department or section or when performing specific Project related activities These are few examples of how to work with Projects e If a company is engaged in construction activities each construction site can be an individual project or even each construction stage can be an individual project e If a company produces installations and assembles installs them in client s facilities or territory then the production process should be individual internal proje
80. ist will include only those Items and services were checked in the field Include in catalog This allows separating internal use and sold Products 40 YZY SOFT Benroy Business App User Manual By pressing the button METIN the new window will appear where you will be able to see the sheet of the selected catalog prepared for printout Pricelist will be prepared by the value indicated in the field Show prices Pricelist will include only those Items and services were checked in the field Include in catalog This allows separating internal use and sold Products After pressing the Pricelist or Catalog button the following message will appear Message Do you want to add the chosen products to the pricelist or all which are marked Add to catalog If you choose Selected only Products included in the list will be shown If you choose All all Items and services which were checked in with the field Include in Catalog will be shown NOTE When the printout appears the top menu changes Further actions are available only of Action from the top menu is selected What is the difference between Catalog and Pricelist Pricelist provides only the main information about Product Meanwhile Catalog provides more detailed information and Product s photo It is truly convenient when a photo is an important element when choosing Product If you select the Form view you will enter the detailed Produc
81. itted Search Unsort 100 ap Browse Buttons that start item related Action The bottom menu with the help of which you can create new Company list view Company double it delete or remove from the list Categories and keywords Clients Suppliers and other company groups are separated by using Categories which can be defined in Settings gt Categories Keywords are used to further differentiate Companies grouped into Categories Say we have Suppliers and we want to group them into those supplying special services materials and so on Keywords can be defined in Settings gt Categories Company s additional important information block This block contains the following sections Personal the main information about Company date of establishment number of employees specialization trade marks types etc Identification Company s identification information company code current account number etc Contractual section for agreements between you and Company Here you can save the information related to an active contract payment terms prices and discounts Additional these fields can be defined according to your choice Fields can be defined in Settings gt Additional Here you can enter information about 6 textual fields and 2 date fields 14 YZY SOFT Benroy Business App User Manual Other Company related application items Company can be related to the followi
82. ll be able to see all Incomes according to which your company sold Products Using this view it is very convenient to find Income or observe the main details of all Incomes Navigation through the records First Previous Next Last L ER i Benroy v 1 1 YZY SOFT Quick search buttons Client Inv No Date ul Due Al al Subtotal al Total ul Balance alll Account sl Owner lll al Promo Cars UAB 8 975 00 USD 10 292 75 USD 9 292 75 USD amp Promo Cars UAB 7 1 2014 7 11 2014 X 2 700 00 LTL 2 700 00 LTL 1 700 00 LTL Swedbank Giedrius Godelaitis Q Promo Cars UAB 00183 7 2 2014 7 12 2014 6 275 00 USD 7 592 75 USD 7 592 75 USD Swedbank Giedrius Godelaitis g Demo Inc 353 00 USD 427 13 USD 427 13 USD amp Demo Inc 00184 7 10 2014 7 10 2014 N 353 00 USD 427 13 USD 427 13 USD Swedbank Giedrius Godelaitis e Quick search 9 328 00 USD 10 719 88 USD 9 719 88 USD 1 958 88 USD Omit Show All Sh Omitted Search Unsort Expenses List Income form view The bottom menu with the help of which you can create new Item and service double it delete or remove from the list Quick search performs search by the information shown in the columns in this window In the quick search enter for example the name of the Income s client or the name of the responsible person and press the button S the program will find all Incomes related to the entered name or it will find Incomes of the responsible person
83. mos 04 April 7 318 54 Period from 11 6 2013 to 11 6 2014 5 05 May 5 818 34 06 June 776 92 1 Choose Module 3 Drag Data for Row and Column 11 November 7 320 26 12 December 6 598 31 Contacts A Companies Recepient Owner i p os Report cg Leads Category Owner Group 1 Selection of N data Products Condition Assigned modules whose 8 sn e Al Incomes data will be Paid by Projects e Expenses shown Need b Gi Tasks Events Bank Account Report output buttons 4 Choose Total Values gea Print gt Export Q Show Full Report 4 Selection of data 3 Data sections that can be uploaded to value column and row data lines To generate a report proceed as follows Select Module whose data you want to analyze to e Select Period where you want to analyze data Select column and row sections Select data values To increase the amount of columns press the button Report extension Modules whose data are being used These are typical settings for modules data how data are used in Reports o Contacts Data in this module is shown if the selected period of report and the date of the creation of Contact are the same e Companies Data in this module is shown if the selected period of report and the date of the creation of Company are the same e Projects Data in this module is shown if the selected period of report and the date of the creation of Project are the same 13 YZY SOFT Benroy Business App U
84. moved click on Restore tab lt Back Close 100 F Browse Section Daily is used if the application installation scheme is without FileMaker Server in this case we recommend making a daily copy every day In case of data loss or damage there will be the possibility of restoring data from previous application copies Section Update is used when the new software version is released The producers informs all of its clients about new released software version Software update can be performed in these Settings Update instructions can be downloaded from our website Section Restore is used if data was damaged or lost and you want to recover them from previous copies Also this part can be used for software version update Recovery instructions can be downloaded from our website 78 YZY SOFT Benroy Business App User Manual System settings Users In this part of Settings you cam manage users who can connect to the application and also their related rights Depended on the granted rights each user will be able to perform actions or view corresponding actions Users Users Privilege Set User Details Privileges Other Apps Admin 4 Giedrius Godelaitis User Admin Contacts Create Modify amp Delete Y x Companies Create Modify amp Delete Y X Projects Create Modify amp Delete Y X Leads Create Modify amp Delete Y X Products Create Modify amp Delete YX Incomes Create Modify amp Delete v X Expens
85. n Your companies is used to enter the details of the companies that use this application Details are shown in invoices and other application places Section Logo is used to add your company s logo which will be used in the majority of your documents Since the logo is used for printout we recommend using a logo with white or transparent background also using an image the resolution of which is at least 150 dpi 83 YZY SOFT Benroy Business App User Manual Business settings Accounts In this part of Settings the important information in defining currencies and opening date for Incomes and Expenses is saved also it related to the Finance module and schemes in Home eee Benroy v 1 1 YZY SOFT Currencies Accounts Numbering Base Currency US dollar USD v 2 Second Currency Y iiei Name total USD Europe Euro 3 4528 GB pound 1 5700 US dollar J 1 0000 100 E Browse Section Currencies is used to save currencies which is used in your business You can define Base Currency which is required for application to work properly The Base Currency will be displayed next to the product and will be the first choice for Incomes Expenses Project Orders Estimates and Leads Proposals Second Currency is an additional option If you want to see two currencies at one time for invoice expense project order estimate and proposal you have to define second currency Section Bank accounts is used to save i
86. n is installed only in software version developed for iPad Here you can physically save both parties signatures A signature will be saved as an image and will be placed in the very past part of a contract a bit lower than the text Signatures of the parties Other Lead related application items Lead can be related to the following Contacts list of Contacts related to specific Lead Each Contact can be defined its relationship with Lead By pressing the arrow you will be redirected to the tab of the selected contact By pressing the button wg Conte the window will appear where you will be able to select the Contact If you choose more than one Contact all Contacts in the list will be added After checking Contact and pressing the button Delete the relationship with Lead will be deleted Neither Lead nor Contact will be deleted Companies list of Companies related to specific Project Each Company can be defined its relationship with Lead By pressing the arrow cc you will be redirected to the tab of the selected Company By pressing the button open the window will appear where you will be able to select the Company If you choose more than one Company all Companies in the list Select will be added After checking Company and pressing the button Des the relationship with Lead will be deleted Neither Lead nor Company will be deleted Incomes list of Incomes invoices assigned to specific Lead
87. n the promotion and sale of all Demo Inc items in the following manner Agent will represent client Agent will prepare marketing plan Agent will prepare sales strateay Add Client Name Client Phone Client Email Client Address Client Code Client Identification Client Identification Valid Client Bank Account Contract Date Contract No Contract Signed By Contract Signed By Title Contract Signed By Client Contract Signed By Title Client Additional Additional 2 Additional 3 Additional 4 Additional 5 Additional 6 Additional Date 1 Additional Date 2 Ki D text Only in contract templates there is the possibility of inserting Lead s field values After marking the desired place where you want the field value to be inserted press the name of the field below Textual field value should appear which when preparing the contract for printout will be changed by Lead s field value For example after pressing Client name the text should look as follows lt lt ClientName gt gt 94 YZY SOFT Benroy Business App User Manual Business settings Plan In this part of Settings you can define the company s incomes plan In the Home window you will see the realization of the defined sum which will count the sum of Incomes performed during the particular month eee Benroy v 1 1 YZY SOFT Income Plan Incomes Due Date Income Category Total Plan 6 30 2014 Custom solutions Y 10 000 USD
88. nd all Incomes made for specific Client The column Subtotal and Total show the Income s amount and Balance indicates the amount that is still outstanding If Balance is USD 0 00 then it means that Income is fully paid Partial payments can be seen by going to the selected payment in the section Payments There is an lead to view debts by Incomes in Contact and Company In this case you should go to Contact Company gt Incomes and press the button Reminder However for work with debtors it is the most convenient to use the main Finance window or list Incomes window together with detailed search Mac OS cmd F Win OS ctrl F In detailed search you should use operators Say to find unpaid invoices you should go to the field bag check it and press the operator By pressing Enter all unpaid invoices 57 YZY SOFT will be found In the list view having sorted by Client you will be able to see the total outstanding amount for each Client How to see the return on incomes Return on Incomes can only be calculated by assigning Expenses to Incomes If you want calculate the cost of Income go to Settings gt Products and check FIFO Benroy Business App User Manual Then all Items not Services will be accounted using the FIFO First In First Out method When FIFO is activated there is a possibility of calculating the cost of items Incomes The cost of Incomes can be seen by pressing at the Dashboard and Monthly
89. ne product is paid full price and the other is for free then select this type This type applies discount for the amount of Items and services You can define days when the discount will be active 86 YZY SOFT Benroy Business App User Manual Business settings Resources In this part of Settings you can enter all resources used in your business TER Benroy v 1 1 YZY SOFT Resources Name 4 Resource RT en Type Description Resources can be assigned in the Projects module and thus see where each item is used Having selected the Calendar Pro version you will be able to see resource use in Calendar In this way it is more convenient to share resources by marking use of specific person at specific time 87 YZY SOFT Benroy Business App User Manual Business settings Actions In this part of Settings you can prepare sets of actions or describe business processes eee Benroy v 1 1 YZY SOFT Action Groups Groups FileMaker lessons A Name Full Lead activity Show All Tasks Row No Event Type Row No Task Priority Type Owner Full New Product activity 1 Finalize Lead data input 2 Tasks Full Project activity 2 Prepare proposal 2 Tasks er 3 Proposal presentation for Client Meeting Proposal s preparation 6 Update proposal if necessary Important Giedrius Godelaitis VV Vv 7 Follow up for new meeting Critical Giedrius Godelaitis 5 Sign the contract Meeting Vv 6 Finalize the Lead 2 T
90. new Project double it delete or remove from the list Using discrepancies In Projects we often need follow project s problems discrepancies and manage their removal In this window you can enter all problems assign responsible person define causes enter corrective and preventive actions see performance result The above filter will let you to reduce the list of Discrepancies for more convenient data processing 30 YZY SOFT Benroy Business App User Manual Leads module Leads are potential Incomes or potential transactions or the process from first contact with a potential client to signing of a contract This part of Company s activities is performed in the Leads module and further referred to as Leads All companies that perform client search and directly conclude contracts with clients should use the Leads module In the list view you will be able to see all Leads sought out by your company Using this view it is very convenient to find Lead or observe the main details of all Leads Navigation through the records First Previous Next Last tt eee Benroy v 1 1 YZY SOFT E H 2 2 47 tege ge Quick search Quick search buttons Category ul Name al Stage aul A Value al Due ul Client al Owner al Software Promo Cars FMP 13 Upg 5 Negotiation 80 796 18 USD 4 30 2014 Promo Cars UAB Giedrius Godelaitis amp Software Prometecus FM 13 Upg 3 Prepare the 80 532 40 USD 4 30 201
91. new window next to the field Expense will appear where you will be able to select Expense If you choose more than one Expense only the first Expenses in the list Selected will be added Assigning Payment to Expenses By pressing the button Q the new window next to the field Payments will appear where you will be able to select Expenses If you choose more than one Expense all Expenses in the list Selected will be added In the list Selected you will be able to spread sums to the selected Expenses by indicating the desired sums in the column Assign sum Then press the button Add so that payments would be spread through several purchases NOTE When spreading Payment through several Expenses the program will first of all assign the sum to the first selected Expense and change the sum of the existing payment to the sum of Expense The initial sum will be saved in the separate field Spread payments sum In this way you will always have the possibility of checking what the sum was initially If you are in other Payments which has have also been assigned then in the list of Spread payments by pressing the arrow you will be redirected in the original payment 51 YZY SOFT Benroy Business App User Manual Incomes module In the Incomes module you will be able to issue an invoice prepare its printout prepare cash receipts or appropriately allocate it to any item in the system In the list view you wi
92. nformation related to your bank accounts or company s cash receipts or even accounts assigned to individual employees After creating an account it is necessary to fill out all fields especially paying attention to Opening date and Opening balance All these fields are directly related to the statement preparation function If fields are left empty the sofware will not be able to correctly prepare the statement The number of bank accounts is unlimited 84 YZY SOFT Benroy Business App User Manual Section Numbering is used to define and save invoice series and numbers Number of series is unlimited so if needed you can use it to separate product Incomes Since each Product must have its series defined different series can help to control product Incomes The checked series are the initial ones and the application prioritizes them We recommend avoiding long series names and using capita letters The column Tnitial No defines the initial invoice number Later the application with each Income will add one 1 number to Last invoice No and Last cash receipt No You can go there any time you need and check the last number Opening date is for information purposes only Business settings Taxes In this part of Settings you can enter all taxes applicable to your business LE Benroy v 1 1 YZY SOFT X State Y Value added tax VAT 21 21 GO A h The checked taxes are the initial
93. ng Contacts list of Contacts related to specific Company Each Contact can be defined a relationship with Company By pressing the arrow you will be redirected to the tab of selected Contact By pressing the button ce the window will appear where you will be able to select Contact If you choose more than one contact only the first contact in the list Selected will be added After checking Contact and pressing the button Gees the relationship with Contact will be deleted Neither Company nor Contact will be deleted Projects list of Projects where Company participates in By assigning a role in Project you will see the role which was performed by selected Company By pressing the arrow you will be redirected to the tab of selected Project By pressing the button 4 Priet the new window will appear where you will be able to select Project If you choose more than one project all projects in the list Selected will be added After checking Project and pressing the button Gees the relationship with Project will be deleted Neither Company nor Project will be deleted Leads list of Leads where the Company participates in By assigning a role in Lead you will see in which Lead selected Company performed the main role By pressing the arrow you will be redirected to the tab of selected Lead By pressing the button A t d the new window will appear where you will be able to select Lead If y
94. ng the arrow you will be redirected to the tab of selected Contact By pressing the button 4 cora the window will appear where you will be able to select Contact If you choose more than one contact all contacts in the list will be added After checking Contact and pressing the button Gees the relationship with Project will be deleted Neither Project nor Contact will be deleted Companies list of Companies related to specific Project Each Company can be defined its relationship with Project By pressing the arrow you will be redirected to the tab of selected Company By pressing the button dmy the window will appear where you will be able to select Company If you choose more than one Company all Companies in the list Selected will be added After checking Company and pressing the button the relationship with Project will be deleted Neither Project nor Company will be deleted Products list of Products which were purchased in Incomes assigned to specific Project The information shown here is taken from the Incomes positions The list of Products shows expense date product name amount and price By pressing the arrow you will be redirected to the tab of selected Product Incomes list of Incomes invoices assigned to specific Project By pressing the arrow you will be redirected to the tab of selected Income By pressing the button A inome the new window will appear where you will be able
95. ns Group eem Events not yet begun 0 Events in late 0 Tasks not yet begun 0 Tasks in late 0 Events not assigned 0 Events done 0 Tasks not assigned 0 Tasks done 0 Events in progress 0 Events total 1 Tasks in progress 0 Tasks total 1 DU New Omit ShowAll Sh Omitted Search Unsort 100 gp Browse nn Lead list view The bottom menu with the help of which you can create new Lead double it delete or remove from the list Using events Lead can be assigned to an unlimited number of Events Each Event is shown in Calendar Next to Lead s list of Events the main Event s information date name and status is provided The number in the brackets for example 2 shows the number of the related Tasks The assigned Events can also be seen in the Events module More information on how to use Events can be found in the Events module see page 67 In our daily work it is very convenient to foresee the period when specific tasks will be carried out In this way you can group Tasks into periods Also your availability will be seen in Calendar To assign Task for specific Event select Event by pressing the arrow 34 YZY SOFT Benroy Business App User Manual then Event turns blue by pressing in the list of Tasks Task will be automatically assign to the selected Event To delete Event from the Lead s actions press the arrow and when Event turns blue press at the bottom of the list of Ta
96. nted invoice will be entitled Invoice Pro forma invoice After selecting this type the printed invoice will be entitled Pro forma invoice for payment Shopping sweep To carry out write off select this type Also it is NECESSARY to select your company as Client so that Items write off could be performed properly During write off Items are written off from Stock i e amount of Items in the cart is deducted from Stock During this process you must select Stock from which Items will be written off If the FIFO is activated Items will be written off using the cost of Items Cancelled If Income was finished incorrectly i e using already assigned invoice number then usually there is a need to cancel the invoice Status Intended to separate Incomes by various status Payment Here you can select payment type which can be by bank transfer by cash or by card After selecting payment by Cash a cash receipt will be prepared for Income Employee Name of the employee responsible for Income Convenient when one need to analyze sums of Incomes made by Incomes managers Account Title of the account to which payment must be made After selecting the account in this field the printout of the invoice will only have this invoice number Delivery For additional information if there is a need to indicate a specific person receiving a package or for other delivery details Additional These fields can be defined accord
97. ogress 0 Omit Show All Sh Omitted Search Unsort 100 gp 1Browse L LE Company list view The bottom menu with the help of which you can create new Company double it delete or remove from the list Using events Company can be assigned to an unlimited number of Events Each event is shown in Calendar Next to Company s list of Events the main Event s information date name and status is provided The number in the brackets for example 2 shows the number of related Tasks Assigned Events can also be seen in the Events module More information on how to use Events can be found in the Events module see page 67 In our daily work it is very convenient to foresee the period when specific Tasks will be carried out In this way you can group Tasks into periods Also your availability will be seen in Calendar To assign Task for specific Event select Event by pressing the arrow then Event turns blue by pressing in the list of Tasks Task will be automatically assigned to selected Event To delete Event from the Company s actions press the arrow and when Event turns blue press at the bottom of the list of Tasks Assignment of Action groups to the Companies module is a great relief for the management of business processes or simply planning Actions Actions groups can be defined in Settings gt Actions 17 YZY SOFT Benroy Business App User Manual After preparation of sets of
98. on Giedrius Godelaitis O f Discussion with Project managers 11 20 2014 4 00 PM Ongoing Giedrius Godelaitis List of events E EE EE NNN Name Conference participants review Description a Tasks Detailed information Type Inspection Y Resource Stage v v on selected event Events SS SE Ti SSS SSS SS fn gt or Event related n 11 14 Inbox 10 z Repeat list of Tasks 3 days period F Delegated Time Start 1 00PM Contact e bn kee ss DEES Time End 3 00 PM Company ad os Project gt Finished Owner Giedrius Godelaitis v Job Order ex A Delegated v Lead A Total Time New e Omit Show All Sh Omitted Search Unsort 100 ds 1 Browse Sets buttons The bottom menu with the help of which you can create new Item and service double it delete or remove from the list Quick search Intended for quick finding of Event s by one search criterion Quick Events search searches through all Events in the database To quickly find any Event or set of Events enter Quick search and press the button S This search will find results by the entered value by any Event field For example to find Events of specific date enter the date 05 09 2013 and press the button all Events on this date will be found Sets buttons Intended for quick finding of Event s by specific defined criteria As a standard sets searches for Events among these values o Inbox today s and future Events which do not have assigned Contact Comp
99. on through the records First Previous Next Last Quick search 44 4 gt gt 5 13 293 Benroy v 1 1 YZY SOFT Category A Paid Total wal Balance al Date al Due ual Account al Purpose wl al Representatives 1 302 50 USD 302 50 USD Representatives King Coffee Service UAB x 151 25 LTL 151 25 LTL 5 31 2013 6 14 2013 Swedbank AB Coffee Representatives King Coffee Service UAB 151 25 USD 151 25 USD 5 22 2014 6 5 2014 Swedbank AB Coffee Taxes 10 258 20 USD 0 00 USD O Taxes Swedbank AB x 8 80 USD 0 00 USD 4 30 2013 4 30 2013 Swedbank AB Bank trasactions fee O Taxes Swedbank AB x 18 80 USD 0 00 USD 5 31 2013 5 31 2013 Swedbank AB Bank trasactions fee OA Taxes Swedbank AB x 29 00 USD 0 00 USD 5 8 2013 5 8 2013 Swedbank AB Yearly credit card fee O Taxes Swedbank AB x 29 40 USD 0 00 USD 6 30 2013 6 30 2013 Swedbank AB Bank trasactions fee O Taxes Swedbank AB x 8 80 USD 0 00 USD 7 31 2013 7 31 2013 Swedbank AB Bank trasactions fee O Taxes Swedbank AB x 55 80 USD 0 00 USD 8 31 2013 8 31 2013 Swedbank AB Bank trasactions fee O Taxes Swedbank AB x 44 20 USD 0 00 USD 9 30 2013 9 30 2013 Swedbank AB Bank trasactions fee OQ Taxes Swedbank AB x 15 80 USD 0 00 USD 10 31 2013 10 31 2013 Swedbank AB Bank trasactions fee O Taxes Swedbank AB x 12 60 USD 0 00 USD 11 30 2013 11 30 2013 Swedbank AB Bank trasactions fee O Taxes Swedbank AB x 35 00 USD 0 00 USD 12 31 2013 12 31 2013 Swedb
100. ones and the application prioritizes them To separate taxes you can add Category The column Name is intended for full tax name and the column Short name for a name that will be used in all application modules 85 YZY SOFT Benroy Business App User Manual Business settings Discounts In this part of Settings you can capture all discounts you apply Discounts generated here will be applied in all application modules 090 Benroy v 1 1 YZY SOFT Discounts Discounts In Use Type Name Total For Clients 7 100 100 a e Gi 7 12 2012 Percent For Clients Y 50 50 y Gi 7 12 2012 Percent For Clients T 10 10 e Gi 7 12 2012 Percent Internal Y 5 5 Percent v E DH Checked discounts are active discounts and will be applied when defining discounts for Incomes Expenses commercial proposals as well as Project job orders and estimates To separate Discounts you can add Category The field Name contains Name that will be shown when applying discount in other application modules There are three types of discounts e Percent If you want to apply a discount expressed in percent then select this type e In Litas If you want to apply a discount of specific amount of money then select this type If you define that the discount for example is LTL 5 from each Income then the discount of LTL 5 will be applied to the sum before taxes In units If you are planning a sale for example 1 1 or o
101. or Task will be 3 days from the beginning of the process Example If assigning Set of actions to Project as a whole process you select 20 02 2014 then then Events and Tasks will be carried out as follows days from start 0 Event ask start 02 20 2014 days from start 1 Event Task start 02 21 2014 days from start 2 Event ask start 02 22 2014 88 YZY SOFT Benroy Business App User Manual In Sets of actions an unlimited number of Events and Tasks can be assigned Next to Lead s list of Events the main Event s information date name and status is provided The number in the brackets for example 2 shows the number of the related Tasks To assign a task for a specific event select the event by pressing the arrow then the event turns blue by pressing in the list of Tasks the task will be automatically assign to the selected Event In the column Job order you can define the job order in which you want to see lists of Events and Tasks in Sets However when assigning Events and Tasks of Sets say in Project their Job order is defined by dates For convenience Sets of actions can be doubled so that you could quickly generate different variations of processes 89 YZY SOFT Benroy Business App User Manual Business settings Categories In this part of Settings you can define Categories and keywords applied in the application eee Benroy v 1 1 YZY SOFT Classification Category Atlyginimai Auto
102. or changing Settings NOTE Incautious data change may result in data change or even loss 76 YZY SOFT Benroy Business App User Manual System settings License In this part of Settings you can view full number of software version Also who has the license to use this software LE Benroy v 1 1 YZY SOFT Licence Software Version 1 1 108 This product is licenced to YZY SOFT Maximum users allowed 2014 All rights reserved YZY SOFT and SavasLT are YZY SOFT trademarks registered in Lithuania and other countries For more information please visit our website http www yzysoft com Name of the company entered during software activation also can be reviewed here Tf YZY SOFT Benroy Business App User Manual System settings Copy In this part of Settings you can perform actions with application copies update and recover 90 Benroy v 1 1 YZY SOFT Copy Daily Update Restore Perform Daily Copy You can perform a daily backup data which will be stored in separately created FOLDER Daily Backups at the same place Each time you press the button Perform Daily Copy will be created for your individual program file with the current date and time If you would like to restore data from the other Daily copies You should find the desired file and rename it to the Backup fmp12 and move in the same folder where the current version is Once you have
103. or deleted If you do not want to see these Tasks in the list any more on the bottom menu press the button Show all For more information about Actions sets see page 88 70 YZY SOFT Benroy Business App User Manual Timesheets module Timesheets are intended to capture and calculate employee s time spent for Task or monetary expression on Project s estimate If you provide services that are accounted on an hourly basis this module is convenient to calculate the assigned time because Times cards can be used in Projects and thus to accurately control the use of labor Using Timesheets you can also calculate employee s contribution by estimate positions i e if works are carried out by Project s job order estimate Accordingly prepared Time tab will calculate the amount of task performed during the specific period and the corresponding monetary expression for the employees wage This module can be started from the top menu Modules gt Timesheets In the list view you will be able to see all Timesheets entered in the application Using this view you can conveniently find sort and process the data Navigation through the records First Previous Next Last I L ER Benroy v 1 1 YZY SOFT 4 gt OI b 8 1 1 12 a o lendar onta ro ads he umen Quick search Quick search Quick Find a buttons Status Name Start End Total Hours Worked Hours Total to pay Notes ez Ongoing Y 2014 11 Custom development 11
104. or employees whose Actions are assigned to this Project A working day lasts for 8 hours Availability is calculated by adding day s tasks and the value of the field Period If your company has more employees they can be filtered by groups of employees by selecting the top filter 28 YZY SOFT Benroy Business App User Manual In the tab Time you can manage time accounting of Project s tasks and within Project assign them to Time tabs Timesheets are intended to capture and calculate employee s time spent for Task and related monetary expression More information on how to use Timesheets can be found in the Timesheets module see page 71 Navigation through the records Tasks time filters First Previous Next Last eee e i Benroy v 1 1 YZY SOFT Project related lt EECH gp L information actions 2 5 7 Home Calendar nta ani ads r n umen job orders time Promo Cars Benroy Add functions Project Activity Orders Time Discrepancies management Filter of done not Today This Week This Month mf 3 Months 6 Months Timesheet 2014 11 Custom development e done tasks Show only Cone Clear Ss ee EEGEN Employer CG Tasks Status Start End Start time End time eG SA ORG a Not ER N a a E tare AE a pab xX E shop integration Done 11 18 201 11 18 201 12 11 16 11 04 00 2014 11 Custom development v pA Filters of a tab status and employees List of Project s tasks mm bm bm mm mm mm mm mm mm vm vm vm n e e e gt g
105. orm you ll be able to improve workflow save money and increase overall efficiency O ei Software FM PRO 13 ADV AVLA RENEWAL NP EDU lic FM130131LL 108 00 USD Omit ShowAll Sh Omitted Search Unsort Products form view The bottom menu with the help of which you can create new Item or i service double it delete or remove from the list Quick search performs search by the information shown in the columns in this window In the quick search enter for example Product name and Category and by pressing the button amp all Products with the indicated name or category will be found To find doubled with the same name Products press the button Search on the bottom menu When the search mode starts select the name field and search operator H or simply enter and press Enter If you press the button Search in the bottom menu the Product form view in the search mode will be enabled In the search mode all fields start with the magnifying glass icon Search can be carried out by any Product field After entering the search criteria you can press Enter or you can press Continue on the bottom menu The application will find all entries by search criteria and return you to the list view By pressing the button RS the new window will appear where you will be able to see the sheet of the selected pricelist prepared for printout Pricelist will be prepared by the value indicated in the field Show prices Pricel
106. ormation can not be corrected it is taken from the document The information taken from the document is as follows file name type size physical location the person who uploaded it and who later changed it Other Document related application items Document can be related to the following Contacts list of Contacts related to specific Document By pressing the arrow you will be redirected to the tab of the selected Contact By pressing the button Add Contact the window will appear where you will be able to select Contact If you choose more than one contact only the first contact in the list Selected will be added After marking Contact and pressing the button Gees the relationship with Contact will be deleted Neither Document nor Contact will be deleted Companies list of Companies related to specific Document By pressing the arrow e you will be redirected to the tab of the selected Company By pressing the button Add Company the window will appear where you will be able to select the Company If you choose more than one Company all Companies in the list Selected will be added After marking the Company and pressing the button Gees the relationship with the Company will be deleted Neither Document nor Company will be deleted Projects list of Projects related to specific Document By pressing the arrow will be redirected to the tab of the selected project By pressing the button dd Projet
107. ou choose more than one lead all leads in the list Selected will be added After checking Lead and pressing the button e the relationship with Lead will be deleted Neither Company nor Lead will be deleted Products list of Products purchased by this Company The information shown here is taken from Incomes positions The list of Products shows income date product name amount and price By pressing the arrow you will be redirected to the tab of selected Product Incomes list of Invoices incomes issued to this Company By pressing the arrow e you will be redirected to the tab of selected Income By pressing the button New income you will be redirected to Incomes tab where Client s data and Company related information will be provided automatically By pressing the button feet the new window will appear where you will be able to enter Company related payments Information on how to enter Payments and capture data is provided in the description of the Finance module see page 47 Expenses list of Expenses where Company performs as Recipient i e it sold Products By pressing the arrow you will be redirected to the tab of selected Expense By pressing the button ne Gees you will be redirected to the Expenses tab where Client s data and Company related information will be provided automatically By pressing the button amets the new window will appear where you will be able to enter Company relate
108. ow All Sh Omitted Search Unsort 100 ds Browse I I Project form view Search On button 19 YZY SOFT Benroy Business App User Manual Quick search performs search by the information shown in the columns of this window In the quick search enter for example Project name or the name of the responsible person and press the button the application will find Projects related to the entered name or it will find Projects of the responsible person To find doubled with the same name projects press the button Search on the bottom menu When the search mode starts select the name field and the search operator BB or simply enter and press Enter If you press the button Search on the bottom menu the Project form view in the search mode will be enabled In the search mode all fields start with the magnifying glass icon Search can be carried out by any Project field After entering the search criteria you can press Enter or you can press Continue on the bottom menu The application will find all entries by search criteria and return you to the list view 20 YZY SOFT Benroy Business App User Manual If you select the Form view you will enter the detailed Project information In the main tab Project you will see all the most important information Navigation through the records First Previous Next Last 1 Project actions job orders with oo Benroy v 1 1 YZY SOFT
109. ow will appear where you will be able to select Lead If you choose more than one lead all leads in the list Selected will be added After marking the Lead and pressing the button Gees the relationship with the Lead will be deleted Neither Expense nor Lead will be deleted Incomes list of Incomes assigned to specific Expense This section is convenient when you simultaneously purchase and sell in this case you can instantly see Incomes to which this Expense is added By pressing the arrow you will be redirected to the selected Income s tab Here in the section Expenses you will be able to see Income s return Documents list of Documents related to specific Expense If the documents are related correctly this list should provide all Expense related documents By pressing the arrow you will be redirected to the tab of the selected Document After marking the Document and pressing the button ee the relationship with the Document will be deleted Neither Expense nor Document will be deleted In the option above the list So you can filter Documents by their categories for example you can see only contracts or purchase orders Document categories can be defined in Settings gt Categories 62 YZY SOFT Benroy Business App User Manual Documents module Documents module is intended for storage and control of all your documents files which are important to your activities You will see all documents in t
110. popular Items Services Then you will be able to load all of them into Expense or Income cart Project s job order estimate as well as Lead Proposal by a single click of the button Documents list of Product related documents If the documents are related correctly this list should provide all Product s documents By pressing the arrow you will be redirected to the tab of the selected Document After checking the Document and pressing the button the relationship with the Document will be deleted Neither Product nor Document will be deleted In the option above the list a you can filter Documents by their categories for example you can see only contracts or purchase orders Document categories can be defined in Settings gt Categories 43 YZY SOFT Benroy Business App User Manual Warehouses module Currently you can enter the Warehouses module through the Products module section Warehouses Items are offset to Stock by performing Add to stock in the Expenses module For more information on how to use Add to stock function refer to the Expenses module see page 5 Items are Removed from Stock in the Incomes module when assigning number to an invoice or during Items write off For more information on how to use these functions refer to the Incomes module see page 52 Having opened the Warehouses window you will be able to create new Warehouses or review the value of existing Warehouse
111. pose the template will be used If you check that the template is used for Leads proposals then you only be able to select this template in Proposals Templates for Proposals Job orders and Estimates are composed of two parts the upper and the lower text The upper text will be above Proposal table which is filed out in the Leads module form view tab Proposals And the lower text will be shown below the table As for Proposal we recommend describing Company and Product in the upper part while providing sales manager s contacts in the lower part 93 YZY SOFT LE Templates Name Contrat Agent A Contract Non Disclosure Aggreement Estimate Standard Job Order Computer Service Job Order Custom Proposal FileMaker Standard For contract templates there is only one textual fields where you can enter the contract Benroy Business App User Manual Benroy v 1 1 YZY SOFT Template Contract Agent Lead Proposal Contract X Project Job Order Project Estimate P z B u R E Agent Contract Demo Inc henceforth known as Client and lt lt ClientName gt gt henceforth known as Agent enter into this agreement of representation on lt lt ContractDate gt gt Agent will represent the Client in sales activity for a period of 12 months beginning on the date this contract is signed Furthermore the Agent and Client agree to these provisions Agent will use his her best efforts to engage i
112. ration of commercial proposals contracts determination of provisions of Project job orders and estimates eee Benroy v 1 1 YZY SOFT Templates Name Contract Non Disclosure reement Agg Lead Proposal Contract X Project Job Order Project Estimate Estimate Standard Job Order Computer Service p 7 Job Order Custom Bi UR Agent Contract II gt Proposal FileMaker Standard Demo Inc henceforth known as Client and lt lt ClientName gt gt henceforth known as Agent enter into this agreement of representation on lt lt ContractDate gt gt Agent will represent the Client in sales activity for a period of 12 months beginning on the date this contract is signed Furthermore the Agent and Client agree to these provisions Agent will use his her best efforts to engage in the promotion and sale of all Demo Inc items in the following manner Agent will represent client Agent will prepare marketing plan Agent will prepare sales strategy M Add Client Name Client Phone Client Email Client Address Client Code Client Identification Client Identification Valid Client Bank Account Contract Date Contract No Contract Signed By Contract Signed By Title Contract Signed By Client Contract Signed By Title Client Additional Additional 2 Additional 3 Additional 4 Additional 5 Additional 6 Additional Date Additional Date 2 Template can be created by simply pressing Check for what pur
113. rds are used to further differentiate Products grouped into Categories Keywords can be defined in Settings gt Categories Product s additional information block This block contains the following sections Pricing this section allows you to select Product pricing The field Series No can not be empty If it is empty you will not be able to enter Income positions in all cases For more information refer to the Incomes module see page 52 Prices can be before taxes or after taxes Prices section intended for cases when you want to assign more than one price to Product Currently Product can be assigned 3 different prices and names Prices names can be denied in Settings gt Options Names assigned here will be shown in the section Contractual of the Contacts or Companies modules Specification or Additional these fields can be defined according to your choice Fields can be defined in Settings gt Additional Here you can enter information about 6 textual fields and 2 date fields Notes additional section for storage of internal notes These notes are not shown anywhere else and usually are for internal use only Other Product related application items Product can be related to the following 42 YZY SOFT Benroy Business App User Manual Incomes list of Incomes invoices which includes specific Product By pressing the arrow you will be redirected to the tab of selected Income
114. roy Business App User Manual Changing the Currency or Currency rate Currency should be set up in the begining after expense has been created If you change the currency or currency rate after Products has been added to the Cart the Application will recalculate all Cart line items using the new currency rate When recalculation is made the App takes main product s price which is set in the Products module and multiplies it using new currency rate After all all prices in the Cart will be changed and amount of Total will be different as well Other Expense related application items Expense can be related to the following Cart list of Items you want to store in Stock Services are not store to Stock If there is no need to store Items then leave this section empty Projects list of Projects which are assigned this Expense By pressing the arrow e you will be redirected to the tab of the selected project By pressing the button Add Pie the window will appear where you will be able to select the Project If you choose more than one project all projects in the list Selected will be added After marking the Project and pressing the button Der the relationship with the Project will be deleted Neither Expense nor Project will be deleted Leads list of Leads which are assigned this Expense By pressing the arrow you will be redirected to the tab of the selected Lead By pressing the button Mimi the new wind
115. s everything happens in one window Upon a request of the existing clients this feature helps to more conveniently use the application For Mac OS users this feature is not relevant therefore Mac OS allows opening windows in OS level 80 YZY SOFT Benroy Business App User Manual System settings Items and services In this part of Settings you can define Settings related to the Items and services module ERT Benroy v 1 1 YZY SOFT Products Products You can choose here how products will be visible and chosen 1 Product Name only eg First product 2 Product name and Vendor name eg Pret product Vendor 3 Vendor name and Product Name eg Vendor First product 4 Product serial No and Product name eg 123456 First product 5 Product serial No Product name and Vendor eg 123456 First product Vendor a uth WN 6 Product serial No Vendor and Product name eg 123456 Vendor First product Apply a FIFO first in first out mode for product sale and cost calculation If you press Recalculate button you will be able to recalculate the residues in storage and clean up products audit by aggregated Incomes and Expenses data Recalculate 100 e EI Here you can select how the product title will be shown in all modules i e when issuing invoices preparing commercial proposals or working with Projects job orders and estimates Here you can define if
116. s Godelaitis2 List of Tasks List of Events 2 _ HES ee Actions Group Events not yet begun 0 Events in late 0 Tasks not yet begun 0 Tasks in late 0 Events not assigned 0 Events done 0 Tasks not assigned 0 Tasks done 0 Events in progress 0 Events total Tasks in progress 0 Tasks total 5 UE New Omit Show Ai sh Omitted Search Unsor 100 op owse Project list view The bottom menu with the help of which you can create new Project i double it delete or remove from the list Using events Project can be assigned to an unlimited number of Events Each event is shown in Calendar Next to Project s list of Events the main Event s information date name and status is provided The number in the brackets for example 2 shows the number of related Tasks Assigned Events can also be seen in the Events module More information on how to use Events can be found in the Events module see page 67 In our daily work it is very convenient to foresee the period when specific Tasks will be carried out In this way you can group Tasks into periods Also your availability will be seen in Calendar To assign Task for specific Event select Event by pressing the arrow then Event turns blue by pressing in the list of Tasks Task will be automatically assign to the selected Event To delete Event from the Project s actions press the arrow and when Event turns blue press at the bottom of
117. selected Income By pressing the button aisen the new window will appear where you will be able to select and add Incomes already existing in the application If you choose more than one Income all Incomes in the list Selected will be added After marking Income and pressing the button Dee the relationship with the Document will be deleted Neither Document nor Income will be deleted Expenses list of Expenses assigned to specific Document By pressing the arrow er you will be redirected to the tab of the selected Expense By pressing the button Add Expense the new window will appear where you will be able to select and add Expenses already existing in the application If you choose more than one Expense all Expenses in the list Selected will be added After marking Expense and pressing the button Gees the relationship with the Document will be deleted Neither Document nor Expense will be deleted 66 YZY SOFT Benroy Business App User Manual Events module This part of the application is intended for employees and events planning monitoring and control This module can be started from the top menu Modules gt Events Navigation through the records Refresh First Previous Next Last button Benroy v 1 1 YZY SOFT Asr B Calendar Contacts Filter options al Time Status ul Quick search O gt Conference participants review 11 20 2014 1 00 PM Ongoing Inspecti
118. ser Manual Leads Data in this module is shown if the selected period of report and the date of the creation of Lead are the same Products Data in this module is shown if the selected period of report and the date of the creation of Product are the same Incomes Data in this module is shown if the selected period of report and the date of the creation of Income invoice in the field Income date are the same Expenses Data in this module is shown if the selected period of report and the date of the creation of Income invoice in the field Income date are the same Tasks Data in this module is shown if the selected period of report and the date of the creation of Task in the field Opening date are the same Events Data in this module is shown if the selected period of report and the date of the creation of Event in the field Opening date is the same 74 YZY SOFT Benroy Business App User Manual Application data import export options The application has the possibility of importing and exporting data in case there is a need to transfer data from previous systems or data files Data import currently is available only using Excel files Import files are prepared and provided together with the application and are placed in the following folder application location Files Import Also you can find data import files in our help webpage http www yzysoft com benroy support NOTE You can use only the struc
119. ses and Payments functionalities which can be filled out by any employee of the company Later financiers are presented only with the lists of Incomes Expenses or Payments according to which they can prepare required financial reports fill out the general ledger and so on By observing changes in corporate governance we have noticed that work with accounting firms is becoming more and more popular in comparison with having own accountant In this way a company can save a lot For this reason the application does not have the Finance module However it contains any other measures to manage the business If you provide services sell items or even produce certain procedurally simple items and services this application is completely suitable for your company s management You can start using it if your company employs 1 employee and together with the growth of the company increase the number of users YZY SOFT Benroy Business App User Manual Application modules Home window The application s home window allows you to see all of your key business information Most locations in the home window is active so you can easily access to the locations you want to correct Navigation Back Forward ER Benroy v 1 1 YZY SOFT i Navigation between the main modules Quick access to particular month s Incomes Ki 2014 01 01 Revenue Expenses Profit x Profitability By Months My Events 1 Tod ays a nd futu re 8 050 00 6 507
120. sks Assignment of Action groups to the Leads module is a great relief for the management of business processes or simply planning actions Actions groups can be defined in Settings gt Actions After preparation of sets of Actions by your business processes press the button Actions Group the new window will appear eee Add Actions group Start 11 18 2014 End FileMaker lessons Proposal s preparation Lead Final completion Full Lead activity Full Project activity Full New Product activity IId Press the arrow and select the desired set of Actions It is also necessary to define the start and the end dates of Actions group The application will automatically define the start date which will be today s date The end date is not mandatory unless sets of Actions contain Events or Tasks whose date reference point is the corresponding end date By pressing the button Cancel you will terminate adding of sets of Actions to Lead Using Tasks Tasks can be assigned without assigning them to Events The assigned Tasks can also be seen in the Tasks module More information on how to use Tasks can be found in the Tasks module see page 69 By pressing the button reot the new window will appear where you will be able to see the plan of Actions specifically drafted for Lead and prepared for printout By pressing the button 97 the new window will appear where you will be able to see all Lead related
121. t information 41 YZY SOFT Benroy Business App User Manual In the main tab Product you will see all the most important information Navigation through the records First Previous Next Last Product most important information block Product additional Purchase Price USD information block Sr E Gi ax 37 80 VAT 21 CG t LC ER 1 Benroy v 1 1 YZY SOFT 1 4 390 Software FM PRO 13 ADV AVLA NEW Products Details Manand N sao Oe Name FM PRO 13 ADV AVLA NEW Other Product s Description ALL TIERS A Streamline your business with the FileMaker related application Platform Easily create custom solutions for iPad iPhone Windows Mac and the web that x items and their main Vendor FileMaker Inc identifying SKU Serial No FM130092LL Product ID 0800000311 Item Service 3 FileMaker information Category Software v E Q Add to Catalog x Qty Measure lic Pricing Prices Specification Comments Invoice Series svs X Price no Tax 180 00 USD Final Price 217 80 USD Profit 180 00 USD Omit ShowAll Sh Omitted Search Unsort Product list and The bottom menu with the help of which you can create new Item Product catalog and service double it delete or remove from the list views Categories and keywords Products are divided into groups using Categories which can be defined in Settings gt Categories Keywo
122. that must be done within the next 3 days Delegated Tasks delegated by the working user Overdue yesterday s or older Events without the status Finished Finished yesterday s or older Tasks with the status Finished O oO 69 YZY SOFT Benroy Business App User Manual Filters Intended for quick finding of Tasks by several search criteria As a standard filters search for Tasks in today s and future Tasks However if you choose the Sets button search will be carried within the selected Set For example after selecting the filter value from the field Responsible the application will find all responsible person s tasks in today s and future tasks If you choose the Sets button say Finished and only then add a filter search will find all responsible person s tasks from the past tasks with the status Finished Update button Updates the last search related to Tasks The button is especially useful if the work is performed in multi users groups when one user delegates tasks to another After pressing the button new Tasks will appear which will correspond to the last search criteria In this window you will also be able to use the simple search Perform the following steps View gt Search Button combinations for Mac OS cmd F Win OS ctrI F Note If you use the simple search it is possible that you will see Tasks in the Actions sets These Tasks will be yellow and can not be edited
123. the application will use the FIFO First in First out method for Product incomes Stock reporting and costs calculation By pressing the button Seet the application will re calculate balances in Stocks and process data by entries in the Incomes and Expenses modules NOTE Depending on the amount of data this process may take a while When performing re calculation in the Product section Audit data will be deleted and you will be able to see only new operations performed by the application 81 YZY SOFT Benroy Business App User Manual System settings Calendar In this part of Settings you can define Settings related Calendar eee Benroy v 1 1 YZY SOFT Calendar Calendar You are using a free version of the calendar These settings are for the Calendar Pro version users events color codes add colors start on Monday Yes O No use simple day amp week Yes No gt Simple views don t show events lim hh enn ng ee Fa start on monday MES lt Back Close If you use free version of Calendar you do not need to change here anything As a standard the application is set to start a week with Monday If you change the value to No then the start of a week in Calendar will be Sunday US standard However if you use the Calendar Pro version here you can define Event colors select simplified calendar view or select Calendar with day time gradation Calendar Pro version provides t
124. the list of Tasks Assignment of Action groups to the Projects module is a great relief for the management of business processes or simply planning actions Actions groups can be defined in Settings gt Actions 24 YZY SOFT Benroy Business App User Manual After preparation of sets of Actions by your business processes press the button acions Group gt the new window will appear eee Add Actions group Start 11 18 2014 End FileMaker lessons Proposal s preparation Lead Final completion Full Lead activity Full Project activity Full New Product activity VYIIddY Press the arrow and select the desired set of Actions It is also necessary to define the start and the end dates of Actions group The application will automatically define the start date which will be today s date The end date is not mandatory unless sets of Actions contain Events or Tasks whose date reference point is the corresponding end date By pressing the button Cancel you will terminate adding of sets of Actions to Project Using Tasks Tasks can be assigned without assigning them to Events Assigned Tasks can also be seen in the Tasks module More information on how to use Tasks can be found in the Tasks module see page 69 By pressing the button reot the new window will appear where you will be able to see the plan of Actions specifically drafted for Project and prepared for printout By pressing the button
125. the window will appear where you will be able to select the Project If you choose more than one project all projects in the list Selected will be added After marking the Project and pressing the button Gees the relationship with the Project will be deleted Neither Document nor Project will be deleted Leads list of Leads related to specific Document By pressing the arrow you will be redirected to the tab of the selected lead By pressing the button 4 the window will appear where you will be able to select Lead If you choose more than one lead all leads in the list Selected will be added After marking the Lead and pressing the button ee the relationship with the Lead will be deleted Neither Document nor Lead will be deleted Products list of Products related to specific Document By pressing the arrow you will be redirected to the tab of the selected Product By pressing the button Add Produt the window will appear where you will be able to select the Product If 65 YZY SOFT Benroy Business App User Manual you choose more than one Product all Products in the list Selected will be added After marking Product and pressing the button Gees the relationship with the Product will be deleted Neither Document nor Product will be deleted Incomes list of Incomes invoices assigned to specific Document By pressing the arrow you will be redirected to the tab of
126. tifying Template v 12 31 2014 Add to Project Total details broker Gw Pie Sum E FileMaker Server 12 0 RTL UNIV WIN Central Europe Version 899 00 A FileMaker PRO 12 0 ADV Upgrade Central Europe Version 229 00 Gi FILEMAKER PRO 13 329 00 Gi un un Re eee Order line items s Search Products Groups USD 1 457 00 USD USD VAT 21 ax 305 97 USD 1 762 97 usD Omit ShowAll Sh Omitted Search Unsort 100 sp Project list view The bottom menu with the help of which you can create new Project double it delete or remove from the list Using Job orders Job orders are the easiest solution when you need to quickly draw up Job order and submit it to Client for signature or send it by e mail Project related job orders can be created by pressing at the bottom of the list of Project s job orders An estimate will also be automatically generated Job order identifying information is provided in Job order s Info tab where you can see who prepared Job order when it was created and when it must be delivered In Job order s tab Estimate you can draw up an estimate for this Job order There are three ways to add Job order and estimate positions by pressing a different button with o Button one empty position will be added By clicking a line on the Product location a list of Items and services which can be added to positions will appear By selecting Product in Job order Estimate position
127. to select and add Incomes already existing in the application If you choose more than one Income all Incomes in the list Selected will be added By pressing the button New income yOu will be redirected to the Incomes tab where new Income will be created and automatically related to specific Project After checking Income and 22 YZY SOFT Benroy Business App User Manual pressing the button e the relationship with Project will be deleted Neither Project nor Income invoice will be deleted Expenses list of Expenses assigned to specific Project By pressing the arrow you will be redirected to the tab of selected Expense By pressing the button Add bgense the new window will appear where you will be able to select and add Expenses already existing in the application If you choose more than one Expense all Expenses in the list Selected will be added By pressing the button We Dees you will be redirected to the Expense s tab where new Expense will be created and automatically related to specific Project After checking Expense and pressing the button Gees the relationship with Project will be deleted Neither Project nor Expense will be deleted Documents list of Project related documents If the documents are related correctly this list should provide all Project s documents By pressing the arrow ez you will be redirected to the tab of selected Document After checking Document and pressing the button
128. ture of these file columns for import If the structure will be mixed up or damaged data will be imported in the application incorrectly Data import can be started from the top menu Pie gt Import Data can be imported into the following modules e Contacts e Companies Projects Products Data export currently is available only using Excel files Export files will be prepared by the application and during performance will allow selecting the location to save a file To perform data export it is necessary to select the module the data of which you want to export Data export can be started from the top menu Pie gt Export Data can be exported from the following modules e Contacts Companies Projects Items and services Expenses 0000 195 YZY SOFT Benroy Business App User Manual Application settings In Settings you can define various values for application operation and your activities Settings are divided into two groups o System settings e Activity settings 0 Benroy v 1 1 YZY SOFT System Settings Licence Apr d Products Calendar Activity Settings ea Discounts Resources Actions S Categories Value Lists Add Fields Templates Each setting is important for application operation We recommend to appoint one person who would carefully analyze the principles of the application operation and who would be responsible f
129. urrency should be set up in the begining after income has been created If you change the currency or currency rate after Products has been added to the Cart the Application will recalculate all Cart line items using the new currency rate When recalculation is made the App takes main product s price which is set in the Products module and multiplies it using new currency rate After all all prices in the Cart will be changed and amount of Total will be different as well By pressing the button voice the window will appear where you will be able to see the sheet of this invoice prepared for print out By pressing the button er the window will appear where you will be able to see the sheet of cash receipt prepared for printout NOTE When the printout appears the top menu changes Further actions are available only if Action from the top menu is selected Other Income related application items Income can be related to the following Expenses list of Expenses assigned to specific Income By pressing the arrow you will be redirected to the tab of the selected Expense By pressing the button Add income the new window will appear where you will be able to select and add Expenses already existing in the application If you choose more than one Expense all Expenses in the list Selected will be added This section is convenient when you simultaneously purchase and sale in this case you can instantly see return on Incomes
130. web that meet 211 80 USD the unique needs of your organization Manage customer data track assets organize projects run reports and more With the FileMaker 1 Platform you ll be able to improve workflow save money and increase overall efficiency OC ez Software FM PRO 13 ADV AVLA NEW NP EDU lic FM130118LL 108 00 USD ALL TIERS Streamline your business with the FileMaker Platform Easily create custom solutions for iPad iPhone Windows Mac and the web that meet 130 68 USD the unique needs of your organization Manage customer data track assets organi als run reports and more With the FileMaker 1 Platform you ll be able to improve workflow save money and increase overall efficiency ez Software FM PRO 13 ADV AVLA RENEWAL lic FM130105LL 180 00 USD ALL TIERS Streamline your business with the FileMaker Platform Easily create custom solutions for iPad iPhone Windows Mac and the web that meet 2 17 80 USD the unique needs of your organization Manage customer data track assets organize projects run reports and more With the FileMaker 1 Platform you ll be able to improve workflow save money and increase overall efficiency ALL TIERS Streamline your business with the FileMaker Platform Easily create custom solutions for iPad iPhone Windows Mac and the web that meet 130 68 USD the unique needs of your organization Man mg customer data track assets organize projects run reports and more With the FileMaker 1 Platf
131. you want to transfer Also in the column To warehouse it is necessary to select Warehouse to which Items will be transferred If you correctly indicate amounts of Items and Warehouse to transfer them to press the button GZ That is it Items have been transferred to indicated Stocks 46 YZY SOFT Benroy Business App User Manual General finance window The general finance window is intended for monitoring and controlling all information related to your company s finance To create new Income or Expense go to the Expenses or Incomes module or use action buttons in these windows In the tab Invoices amp Expenses you will be able to review information related only to those entries that were made in the Incomes and Expenses modules More specifically here you will be able to review invoice and Expenses received invoices data While in the tab Payments you will be able to review only payment data that are referred to as Revenue and Costs The view of the main tab Invoices amp Expenses can be best applied in daily activities when planning and monitoring the required payments After selecting the desired invoice and period the application will show Incomes and Expenses invoices only from the selected period If you want to see only outstanding invoices check the field Unpaid Invoices marked in red means that the payment term is due and that your Client is late to pay its bills Amount of

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