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WebAccountant is
completely web based application and runs directly from
your web browser and is completely menu driven. The
screenshots given below demonstrate key functions:
Customer interface
Customer interface allows a
customer to review or print his/her account statement,
update contact and billing info. Customer interface
requires valid customer login and password to enter. No
login/password pair is provided for the link below, you
need either to create new customer account either using
Supervisor account or apply for a new account on behalf of
a customer (Open account button below login form).
Please click on the
following links to check different features:
Supervisor
Usually this is a person who defines business procedures
and policies, rather that performs day-to-day bookkeeping
and routine customer transactions. Supervisor has 2
primary tasks:
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1) |
Management of employees access to WebAccountant (i.e.
issuing login/password and assigning access rights to
employees). |
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2) |
Development and maintenance of business procedures
(i.e. creating/modifying/deleting products). |
Please click on the following links to check different
features:
Book keeper
This user performs
day-to-day bookkeeping and routine customer transactions.
Bookkeeper can establish/edit/delete customer accounts,
post invoices and record receipts.
Please click on the
following links to check different features:
Operator
This user has read only access to customer database.
Usually this is a person who performs customer support,
sales or marketing tasks.
Please click on the following links to check different
features:
Customer interface
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Customer login
The secure login area allow customer to login to their
accounts and check statements and other account detail. |
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Main menu
Main menu
gives summarized detail on accounts position. The
different navigation links allow a customer to jump to any
section anywhere from his account. |
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Editing
customer info
The
customer can also edit his account detail by adding detail
at his own. |
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Statement
Statement
shows detail about the status of the account. |
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Supervisor
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Login
The
secure login area allow each supervisor to login to his
account |
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Main menu
Main menu
gives multiple options to the supervisor to go any section
he may like to work on. |
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Invoice
Lookup
This
option allow supervisor to locate any invoice by inserting
its number or any other reference. |
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User
management
Form
here, the supervisor can add new account for book keeper,
edit existing account or delete any account. |
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Product
Manager
This
options allow to find different products details through
different categories. |
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Categories
Manager
This
option allow to add, edit and delete any category. |
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Email to
client
This option allows to send
mass email to clients. |
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Book Keeper
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Login
The secure login area
allows each book keeper to login to his account. |
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Account
management
This
option allows book keeper to manage the account and sort
out customers in different ways. |
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View
This
option allows viewing detail about any of the client.
Select any client and click on view to view detail of any
client. |
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Statement
of Accounts
Statement
accounts generates detailed statement for any customer
showing all important detail on amount paid and
outstanding balances. |
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Creating
Invoice for client
This option allows book
keeper to create invoice and post to the customer. |
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Receipt
Book
keeper can also post a receipt of each payment made. |
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Operator
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Login
The
secure login area allows each operator to login to his
account. |
Top
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Click to Enlarge |
Account
management
This
option allows operator to manage the account and sort out
customers in different ways. |
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