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Under “Purchase order” a new PO can be created. In doing so all general information fields are to be filled in. The required line items are to be added under “Detail lines”, using the "+" button. File attachments can be included if necessary, using the according field"File attachments" box. The PO can then be saved as a draft or , submitted directly, or processed as an invoice, using the according buttons in the right upper corner.
Under “Sales order” a new sales order can be submitted. In doing so all general information fields are to be filled in. The required line items are to be added under “Detail lines”, using the "+" button. File attachments can be added, using the "File attachments" box if necessary, using the according field. The sales order can then be saved as a draft or submitted directly, , submitted as a sales order quote or a sales order, or processed as an invoice, using the according buttons in the right upper corner.
Under “Credit note” a new credit note can be submitted. In doing so all general information fields are to be filled in. The required line items are to be added under “Detail lines”, usine the "+" button. File attachments can be added, using the "File attachments" box if necessary, using the according field. The credit note can then be saved as a draft or submitted directly, using the according buttons in the right upper corner.
Under “Expense claim” and "Cash advance" new expense claims and cash advances can be submitted. In doing so all general information fields are to be filled in, and a purpose for the expense claim is to be specified. The required line items are to be added under “Detail lines”, using the "+" button. File attachments can be added, using the "File attachments" box if necessary, using the according field. The documents can then be saved as a draft or submitted directly, using the according buttons in the right upper corner.
Under “Return to supplier” a new request for return to supplier can be submitted. In doing so all general information fields are to be filled in. The required line items are to be added under “Detail lines”, using the"+" button. File attachments can be added, using the "File attachments" box if necessary, using the according field. The return to supplier can then be saved as a draft or submitted directly, using the according buttons in the right upper corner.
Under “Direct debit batch” and "Payment batch" new batches can be submitted. In doing so the following filters are available. After, the required lines for the batch are to be selected. The batch is to be submitted, using the GREEN button in the upper right corner.
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After logging in to LMS, you will be directed to the dashboard where you can find an overview of both loans, requested by you and the ones awaiting your approval.
Under “Loan overview” a list of all loans within the company can be found. Per loan information is provided on the requesting user and the status of the loans. For the approved and rejected loans, the approving or rejecting party is accordingly displayed. Details of each loan can be reviewed, using the arrow buttons on the right.
Loan details on approved and rejected loans cannot be edited.
Editing is only available for loans, listed as “Pending”. Changes can be saved, using the “Update” button in the upper right corner. Further, these loans can be approved or rejected, using the “Approve” and “Reject”, situated next to the “Update” button.
You can create new loans can under the “Create loan” tab. Information on the loan type (borrowing/lending), party, agreement and maturity dates, principal amount, repayment frequency, etc. are to be filled. You can save the newly created loan, by using the “Save” button in the upper right corner. You can add document attachments at the bootom of the loan creation page, by using the button or droping the selected files directly in the field.
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