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To navigate through the organizations and companies, log in to the platform. The company to be accessed can be selected through the overview page of the organizations available or through the “Switch between companies” button in the upper left corner of the page.
After selecting a company, the applications, available for that same company, are displayed in the company overview.
Evolution Online
After logging in to the Evolution Online application, yo will be direted to the dashboard. There you will find a list for quick access to customers, suppliers, GL accounts, foreign currency and projects. Access to these is also availbale through the left menu tree.
Customers & Suppliers
Under the "Customers" and "Suppliers" tabs you can find a list of the according accounts. For each account the following actions are avalable, using the buttons on the right side: (1) View AR/AP transactions; (2) Edit; (3) Delete. New accounts can be added, using the "+" button in the upper right side of the pages.
When adding a new account various information is to be provided in the system.
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The new information entered is saved, using the "Save" button in the upper right corner.
GL Accounts
For GL accounts, solely the "View transactions" option is available through the online application. Further, the status of each account (Active/Inactive) is displayed in the list.
Projects
Under the "Projects" tab you can find a list of the according projects. The status of each project (Active/Inactive) is displayed in the list. Further, you can edit and/or remove projects, using the buttons on the right of each project. You can add new projects, using the "+" button.
When adding a new project you will need to specify a code, project name and project description. The information can then be saved, using the "Save" button in the upper right corner.
Foreign currency
Under the "Foreign currency" tab you can find a list of the existent currencies. You can edit and/or remove these, using the buttons on the right of each currency. You can add new currencies, using the "+" button.
When adding a new currency you will need to specify a code, description, currency symbol and exhange rate. and currency symbol under "Currency". The information can then be saved, using the button in the upper right corner.
Under "Exchange rate" the daily exchange rates are to be filled. A history of the exchange rates per day is also available in the tab. The information can then be saved, using the button in the upper right corner.
Cashbook batches
Under the "Cashbook batches" tab you can find a list of the existent batches. These can be edited, using the "Edit" button on the right of each batch from the list.
In editing a cashbook batch, the reference number, banck account workflow, deposits and payment can be modified. New row can be added, using the "+" button. When finalized, the changes can be saved and the batch can be validated an posted, using the accordin buttons in the upper right corner.
