Quick Start Manual

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Manual

Intro
BizFusion Trial
User Interface
Contacts Module
Products Module
Discount Rules
Inventory Module
Sales Module
Purchase Module
Bills & Receipts
Projects
Subscriptions
Credit note / Returns
VAT Module
VAT over margin
European Trade
Foreign Trade
VAT Shifted
US Sales Tax
VAT Correction
Manufacturing
Assets Module
Current Account
Accounting Basics 1
Accounting Basics 2
Accounting Advanced
Year End
Owner Equity
Income Tax
Banking Module
Payments
Loans
Financial Lease
Cross Payment
CSV Statement
Data Import
Data Export
Plugin: MWW
Plugin: Shopify
Plugin: CCV Shop
Plugin: Shop Pagina
Plugin: WooCommerce
Plugin: Bol.com
Plugin: MyOnlineStore
Plugin: LightSpeed




 

User Interface


Let's start with a few of the basic User Interface features of BizFusion.
This will get you comfortable with using the system.
You can skip this section if you're already familiar with other accounting software.




Data List


All your data is stored in lists.
You can easily sort the data in a list by clicking on the column headers.

Example Customer List


Click on the delete button to delete a record.
Use the edit button to change a specific record in a list.




Search Filter


Each list also has a search bar at the bottom of the list.
Just type in a search value and select the column in which to search for the specified value.
E.g. you can filter the customer list on every person that has the last name 'Wayne'.

Example of a List Search


You can see that the list has been filtered, because it shows the text: 'Clear Filter'.
Click on 'Clear Filter' to show the complete list again.

BizFusion always remembers the last search that your performed on a list.




Record Editor


This is an example of a Customer Record in BizFusion.

Example Customer Record


All required fields have a blue left line.
The system always gives you a warning when you leave one of these fields blank.

The record also contains some tables where you can add multiple detail records.




Detail Records


You can add multiple detail records to the core customer record.
E.g. you can add multiple Addresses or Contacts to the customer record.

Just click on the 'Add Line' button to add a new detail record.

Example Detail Record


You will notice that detail records are opened in the same window as the main record.
Once you click on the OK or Cancel button, you will be returned to the main record.
E.g. if you add an Address record and click on OK, you will be returned to the
main customer record. The main customer record will show the newly added record.

Changes that you made to detail records are only saved when you click on the 'Save' button.
So don't forget to click on 'Save' after adding/editing a detail record.




Multiple Tabs


Modern browsers enable you to view the same site in multiple tabs/windows.
You can run BizFusion in multiple tabs without having to worry that you will overwrite
your data.

E.g. open the same customer record in two different tabs/windows and try to make changes to each
customer record. You will notice that the first change will succeed, but the edit in the second
tab/window will fail. BizFusion knows that you already changed the data and advises you to reopen
the record to see the changes that were made.

Example Concurrency Message



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