Why upgrade to Cloud?
Learn how to use?
1.Registration & Setting up of Reach software
How to use accountant or multi business module and work on main dashboard?
How to add customer?
Ways & methods to use the software?
How to use Snapshot functions?
How to use bill tab?
How to create an invoice?
How to use office tab?
How to use Activities tab?
How to use settings tab?
How to use accounts sub tab in settings?
How to use taxes sub TAB in settings?
How to use Item sub tab in settings?
How to use help desk tab?
2.Business profile setup
How to use Setting up tab?
How to Set up and use Business Profile?
How to create accounts Balance?
How to do Invoice Customisation?
How to add Products or service head?
How to add customers?
How to add Vendors?
How to add Employees?
How to add Taxes?
How to add ledger accounts or heads?
How to add Rules?
3.Customer Relationship Management
How to set lead executive?
How to create Lead Servers?
How to add Lead Forms?
How to add E Mail setting?
How to add SMS setting?
4.Lead & Sales Management
Business Data flow & Money in
How to Use Dashboard?
How to use leads function?
How to convert lead into appointment?
How to postpone a lead?
How to disqualify a Lead?
How to edit a Lead?
How to use Appointments sub tab under lead?
How to use Quote tab?
How to raise a quote?
How to convert a quote into Invoice?
How to use Income tab?
How to create invoice?
How to add a receipt to an invoice?
How create a credit Note?
How to Import income data in excel sheet?
How to create a Purchase Order?
How to convert a PO to unpaid Bill?
How to create an unpaid Bill?
How to import excel expense data?
How to add payment entry to an unpaid Bill?
How to Create a Debit Note?
what is Bank Reconciliation Statement?
How to auto import bank transactions to reach software Bank Synchronisation?
How to Import income data in excel sheet
8.Categorization of Transactions
How to Split a transaction?
How to add taxes to a transaction?
How to deduct TDS in a transaction?
How to match Bank Receipt with an Invoice?
How to match to a Pay slip?
How to Transfer Cash Contra transfer/Deposit/Withdrawal?
9.Reconciliation of Accounts - I
How to Comprehending reports?
How to Comprehending the General Ledger?
How to Comprehending the Trail Balance?
How to Comprehending the Profit & Loss?
How to Comprehending the Balance Sheet?
How to Comprehending the Over Due Invoices?
10.Reconciliation of Accounts - II
How to Comprehend Service Tax Report?
How to Comprehend TDS Report
How to Comprehend TDS Payable Report?
How to Comprehend the Pay Roll Report?
How to Comprehend the Inventory Report
11.Advanced Functions - I
How to use Journal Entry?
How to use Contra?
12.Advanced Functions - II
How to export reports into PDF, Excel Sheet?
How to Freeze an account?
How to use Un Freeze tab?
How to use Audit Trial?
How to assign an employee?
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