Welcome to the FirstBit Accounting application.
It was developed to automate the accounting processes in your organization and designed to make these processes easier for users. Accounting processes and routines include entering the master data, documents, running and analyzing reports. With FirstBit Accounting, you can be sure that accounting processes and generated reports meet the standards of IFRS as well as tax accounting and tax reporting meet the requirements of Federal Decree-Law No. (8) of 2017.
This guide will introduce you to the the application's interface and its main functionality.
Home Page
When you open the application, first what you see is the Home Page with a manager dashboard.
The screenshot above demonstrates Home Page with information on the entity's Receivables; to view information on Payables and Cash Flows, use the corresponding buttons on the top.
Home page is customizable. Generally, it could contain the most relevant information that particularly you need. You can easily customize it for your needs, using the corresponding tool in the Analysis module.
Note. To return to Home Page at any time when working in the application, click the Home Page button in the upper left corner of the application window.
The Look and Feel Options
For better user experience, users can change the application look and feel as they prefer. Each user can select the color theme of the interface in Personal Settings; the change will affect only the particular user.
You can view some of the color theme options presented in a table below.
Blue | Pink | Grey |
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Main Menu
In the application window, the main menu is located to the left. The main menu contains a list of functional modules enabled in the application.
The modular design of the FirstBit Accounting application makes it easily customizable for different needs of different businesses.
The core modules - Accounting, Money, Sales, Purchasing, Warehouse, Analysis, and Taxes - are the integral part of the application and support general functions for accounting, procurement, and financial and tax reporting. Another core module, Administration, provides the functionality used throughout the application: users and user access, audit log, background jobs, email and notification support, and more.
Addons
In main modules, there are some functional options that are available upon request. Also, modules with more specific functionality, such as Asset Management, Project Costing, and Human Resources and Payroll can be seamlessly added to the application upon request.
Module menu
Click any module in the main menu - the module's menu opens. Let's see what typical sections a module includes.
Generally, you can view the following sections:
- Master Data
- Documents
- Reports
- Service Tools
- See also
Master Data
Master data is information that your business consistently uses generally without changing: this information may relate to your entity's products and services, customers and suppliers, financial analytics, and other business areas.
Master data of each type contains master records of same-type objects with their attributes and properties. For example, the Companies master data contains information on customers and suppliers. A company master record includes: company name, address, a list of contracts, contact information, bank accounts, payment terms. The master records of items provide information on their inventory ID, manufacturer, prices, UOM, unit weight, applicable VAT rate, and so on.
Usually, master records are created at the implementation stage; however, you can add new records as needed.
Documents
This section contains documents of several types used to register the entity's activities specific to module (in the screenshot above, the types of documents are related to sales.
Reports
Reports represent the data captured in the application database in meaningful and convenient for viewing and analysis format. For example, you can use the Sales by Companies report to analyze the sales data and the Gross Profit report to analyze the margin per each item sold.
Service Tools
This section provides you with more advanced functionality: for instance, you can define auto-discounts and conditions for their application, and then when a user creates an Invoice, these discounts will be applied automatically once conditions are met.
See also
This sections may include master data and some documents.