Chapter 2: Getting Started with Smartbooks

Question 1

often acquire multiple solutions to meet specific needs as business expands

Answer 1

SME companies

Question 2

can possibly give you a complete and real-time picture of your financial position

Answer 2

smartbooks

Question 3

Having this information readily available gives you more time to focus on growing your business

Answer 3

financial position

Question 4

is composed of multiple modules

Answer 4

Smartbooks Cloud ERP system

Question 5

are converted through various processes into output information that goes out to the users

Answer 5

transactions

Question 6

common type of transactions

Answer 6

-Sales of products from customers
-purchases of inventory from Suppliers
-cash disbursements and receipts

Question 7

Three major units that composed smartbooks

Answer 7

-transaction processing
-general ledger/ financial reporting
-management reporting

Question 8

supports daily business operations with numerous reports, documents, and messages from users throughout the organization

Answer 8

transaction processing

Question 9

three different cycles of transaction processing

Answer 9

-the revenue
-the expenditure
-the project management

Question 10

This produces the traditional Financial Statements, such as Income Statement, Balance Sheet, Statement of Cash Flow, Tax Returns, Reports / Schedules, and other reports mandated by the government

Answer 10

General Ledger/Financial Reporting

Question 11

This provides internal management reports needed for decision making.

Answer 11

Management Reporting

Question 12

-was designed with the most comprehensive User Interface in mind
-You don’t need expert’s technical knowledge to navigate through the portal because it was designed with utmost simplicity

Answer 12

Smartbooks

Question 13

contains the name of the company and its logo when modules menu is unhidden

Answer 13

header

Question 14

This portion can be hidden/unhidden. It arranges the functions of the individual process and applications in a tree-like structure

Answer 14

Modules Menu / Main Menu

Question 15

contains a list of all modules with their related options

Answer 15

Modules Menu / Main Menu

Question 16

features of Menu

Answer 16

1. Are arranged accustomed to per user basis and need of access.
2. May be inactive for unauthorized users and will not modify some of the transactions.

Question 17

This feature displays the most commonly-used transactions of certain items, content, or actions by clicking the star button beside each submodule

Answer 17

Favorites

Question 18

-is used for setting-up and customization of the database
-we can use this for modifying user credentials, branches and company details, and other general settings

Answer 18

Admin

Question 19

Displays the information of user’s profile (user name and ID, options to change password and logout)

Answer 19

user info

Question 20

It displays other features of Smartbooks such as theme color, change password, and messages.

Answer 20

Extension button

Question 21

Allows the users change the theme color of Smartbooks easily.

Answer 21

theme button

Question 22

Lets the user sign out from Smartbooks

Answer 22

logout button

Question 23

This function is normally linked with the master data and documents. Using it will open the detailed information.

Answer 23

Document Link

Question 24

While entering data into a document, user can easily look-up for customer/supplier data, or item data using this button

Answer 24

selection list

Question 25

for a more personalized experience when using the system, you can change your user name and password in Smartbooks

Answer 25

Customize User Credentials