WEBMINO Manual

System What's New ADMINO+/WEBMINO Portal ADMINO+ account menu Company menu Search
Tips and Work Techniques
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Projects
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General Ledger Menu
Entries Charter of Accounts Reconciliation Transit Deposits Sales Taxes Payroll Remittances G/L Analysis and Verification G/L archives Budget Liquidity Analysis Daily Activities Quick Project Analysis
Periodic Closures
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Financial Statements
Trial Balance General Journal General Ledger Cash Receipts Cash Disbursements Income Statement Balance Sheet Project Analysis Results Analysis
Income Menu
Billing Customer Accounts Cash Receipts Point of Sale Compact Point of Sale Closing Sales Cash Drawer Countertop Invoicing Customer Receipts Account Statements AR Analysis Invoice Printing Accounts Receivable Adjustments Invoice Tracking Open Invoice Tracking Selective Billing Order Tracking Quote Tracking Shipping Console Export Chains Consignments Consignment Tracking Billing Contracts Contract Billing Contract Tracking Pmt Request Tracking. Rental Console Quick Sales Search Mobile Invoicing Mobile Customers
Reports
Accounts Receivable Sales Orders Mail Merge Quotations Statistics Comparative Statistics Compound Statistics Global Sales Global Mail Merge
Expenses Menu
Purchases and Expenses Suppliers Payments Closing Purchases Employees Checks A.P. Analysis Payable Adjustments C.A.R.-C.A.P. Exchange Chain Tracking Import Chains Time Clock Control Attendance Time Clock Supervision
Payroll Processing
Payroll Preprocessing Payroll Processing Direct Deposit Payroll Cancellation Time Clock Transfer
Reports
Accounts Payable Purchases Payroll Records of Employment T4-R1 Forms Commissions Checks
Inventory Menu
Inventory Orders Inventory Verification Products to Order Inventory Changes Inventory Taking Inventory Processing Promotional Changes Product Creator Order Tracking Required Products Intra Branches Intra Reception Assembly Sold Products Analysis Inventory Movement Analysis Lot Analysis IN-OUT Inventory Quick Inventory Search
Reports
Inventory Purchase Orders Inventory Replacement Missing Quantities Assembly Composition
C.R.M./Service
Time Clock Events Today's Events Events to Watch Calendar Event Tracking Service Requests Work Orders Service Schedule Work Order Tracking Daily Route Sheet Customer Visit Tracking Customer Routes Document Bank Forms Management Complete the Forms Table of Forms
Reports
Service
Clinic/Appointments
Dashboard Appointments Monthly Schedule Weekly Schedule Daily Schedule Treatment Follow-up 6 Month Calendar Operation Setup Treatments Rooms
Production
Production Monitoring Production Items Specifications Put into Production Method Management Production Calendar Production Day Production Console Production Cost Variation Required Components Tracking Component Cost Variation Component Usage
Reports
Production Recipes


Projects

A project is an optional division of revenues and expenses from operations to the general ledger in order to obtain a result on the income and expense statement for a portion of the company's activities that affects said project.
Since November 2022, projects have an operational easement in sales to allow the development of a multi-cash drawer system (like in a grocery store) if necessary.

Project sheets simply contain a number 1 to 99999 and a project name to identify the portion of the activities. When creating a new project the next number will be presented

The project can be specified in all modules that produce income or expenses.The time stamp can also be activated in project capture mode.

It is possible to mark a project INACTIVE. This becomes unselectable in the different modules except the reports module for historical reasons.
A project marked INACTIVE will be displayed in the selection with a red bar.



AUTOMATIC PROJECT ASSIGNMENT (NOV 2022)
A revision of the project system in sales now allows you to attach a specific project to a salesperson (see help representatives) which will automatically select the project when a salesperson makes an invoice. Previously, you had to select the project manually in the invoice. It is still possible to change the project manually, however.
To make this modification interesting, the cash drawer allows the selection of a project. This could be used to set up a multi-cash drawer system if necessary.
Closing sales also allows the selection of a project.