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Financial Reporting Engine — Part 3

Become more familiar with creating and modifying income statements. In this video, you will learn how to modify rows and groups, as well as how to calculate gross revenues.

Financial Reporting Engine — Part 4

Drill down more into the details of customizing financial reports. Video shows you how to assign ledger accounts to groups and how to work with sub-types and group percentages. Adding and subtracting from group totals is also covered.

Financial Reporting Engine — Part 5

Learn how to manipulate balance sheets with the financial reporting engine. This video covers how to incorporate income information, group account types, and change column layouts.

Financial Reporting Engine — Part 6

Continued exploration of the balance sheet, with tips and tricks for totaling, year-to-date net income, and how to use account filters for revenue and expense accounts. Also covers creating a summarized balance sheet, and generating profit and loss data for retail income.

Trade Service Electrical

Learn how to set up the external vendor catalog to allow imports of trade service electrical data: this video goes through the process of setting up the vendor catalog conversion for trade service electrical, and explains each step in detail.

Trade Service Plumbing

Learn about setting up the external vendor catalog for trade service plumbing. This video will show you how to set up the base configuration for vendor catalog conversion, which xTuple uses to import values for trade service plumbing support.

Getting to Know the Sales Order Header

Learn about the sales order header and the various sales order fields. This video covers setting up the different fields, saving and printing sales orders, and emailing them to customers.

Working with CRM Characteristics

Understand how to make the most out of the use of characteristics in CRM records. Learn what characteristics are, how they are defined, and what they can be used for. This video will also cover creating characteristics, editing characteristics, and assigning characteristics.

Selling Exclusive Items

Learn how to flag exclusive items for certain customers and customer types. This video will cover marking items as exclusive, creating pricing schedules for exclusive items, and assigning pricing schedules to customers.

Exporting Contents

Learn how to export the contents of on-screen lists into a spreadsheet. Video discusses the supported export formats (i.e., .csv, .vcf, .txt. .odt, and .html), the advantages of exporting into spreadsheets, and how to disable the export contents feature.