The Work Items List is a master list for managing the work items (or labor) that may be completed through the course of business. Items added to this list become options that may be selected to quickly fill out details of proposals, contracts, and job detail…
If an opportunity/proposal is lost once, it may not be lost for good. Cloning gives you the opportunity to update multiple opportunities/proposals when you start a new sales campaign. The sales campaign does not have to be a special offer, it could simply…
Invoices act simply as a bill to your customers. In the service industries, they are generally sent to customers upon completion of work performed according to the terms of the contract. Sales invoices in Nediso may either be manually created or generated…
Proposals (also known as Estimates or Bids) list the details of a potential job/contract including the pricing details of products and/or services being offered to the lead/customer. The Nediso proposals include all contract details and terms so they become…
The Accounts List enables you to manage the basic information of all of the accounts needed to run your business. Nediso automatically assigns a default chart of accounts for your type of business when you join. You may customize your list according to your…
Nediso accounting is setup so that customer payments received may easily be applied to outstanding invoices. When the customer is selected during the payment entry, you are given the option to apply the payments to that customer’s outstanding invoice(s).…
Completing this simple form is the first step to customizing Nediso to reflect your company. The details entered on this page are automatically added to system generated proposals, contracts, reports, and invoices. When updates to company details are needed,…
The Products & Services page acts as a master list for what your company has to offer to customers. The items in the list become options that enables users to quickly fill out proposals, contracts, and invoices. Using this page to set the pricing, sales,…
Nediso allows all of your employees to have their own separate access to your company’s account. All you have to do is assign a role to each employee you add to the Employee list. Roles can be created and access levels managed through the User Permission…
This page allows you to keep track of all credits received from vendors. Any credits entered here will be available to be applied to future bill payments. To Add a Vendor Credit From the Vendors menu under Accounting, select Vendor Credit List Click New Complete…
