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Índice

BÁSICO ............................................................................................................................... 04 Menu Arquivos.................................................................................................................. 04 Dados do Escritório ...................................................................................................... 04 Cadastro de Empresas ................................................................................................. 05 Sindicato Patronal ........................................................................................................ 08 Ativa mês...................................................................................................................... 09 Cadastro de Filas .......................................................................................................... 09 Cadastro de Fornecedores ........................................................................................... 10 Dados para Darf's / Configurações dos impostos......................................................... 11 Cadastro de Eventos..................................................................................................... 12 Itens de Protocolos ...................................................................................................... 12 Históricos Livro Caixa ................................................................................................... 15 Cadastro de Sócios........................................................................................................ 15 Cadastro de Autônomos.............................................................................................. 16 Cadastro de Bancos...................................................................................................... 16 Agenda de Compromissos............................................................................................ 17 Agenda de Telefones.................................................................................................... 17 Menu Impressos................................................................................................................ 18 Emissão de Darf's......................................................................................................... 18 Emissão de Guias.......................................................................................................... 18 Menu Diversos ................................................................................................................. 19 Emissão de Etiquetas.................................................................................................... 19 Calendário..................................................................................................................... 20 Contrato de Prestação de Serviços............................................................................... 21 Carta de cobrança......................................................................................................... 22 Declaração Negativa de Débitos................................................................................... 23 Declaração de Quitação Anual de Débitos .................................................................. 24 Nota Promissória.......................................................................................................... 24 Comunicados ............................................................................................................... 25 Encerrar/Reabrir Mês................................................................................................... 25 Menu Utilitários ............................................................................................................... 26 Configurações de E-Mail............................................................................................... 26 Configurações de Impressão........................................................................................ 26 Cadastro de Níveis de Usuários e Senhas..................................................................... 27

INTERMEDIÁRIO .................................................................................................................. 28 Menu Movimentos............................................................................................................ 28 Digitação de Movimentos ............................................................................................ 28 Digitação Turbo ............................................................................................................ 29 Geração dos Títulos...................................................................................................... 29 Reajuste de Eventos...................................................................................................... 30

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Menu Arquivos.................................................................................................................... 31 Configuração de Eventos Automáticos......................................................................... 31 Menu Movimentos............................................................................................................ 32 Controle de Contas a Receber...................................................................................... 32 Controle de Contas a Pagar ......................................................................................... 33 Livro Caixa..................................................................................................................... 34 Controle de Cheques.................................................................................................... 35 Menu Movimentos............................................................................................................ 36 Protocolos .................................................................................................................... 36 Menu Relatórios................................................................................................................ 39 Recibos.......................................................................................................................... 39 Relação de Emitidos..................................................................................................... 40 Nota Fiscal - Configurações.......................................................................................... 41 Nota Fiscal - Emissão................................................................................................... 42 Emissão de Boletos....................................................................................................... 43 2ª Via de Boletos.......................................................................................................... 45 Remessa Bancária......................................................................................................... 46 Relação de Devedores.................................................................................................. 47 Faturamento ................................................................................................................ 47 Relatório de Controle de Acessos ............................................................................... 48

AVANÇADO........................................................................................................................... 49 Menu Arquivos.................................................................................................................. 49 RPS/NFS-e..................................................................................................................... 49 Integração Contábil...................................................................................................... 51 Menu Tabelas.................................................................................................................... 54 Integração E-Fiscal........................................................................................................ 54 Menu Utilitários................................................................................................................ 56 Backup ......................................................................................................................... 56 AutoBackup.................................................................................................................. 57



BÁSICO

Dados do escritório

Menu Arquivos / Dados do escritório

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Cadastro de Empresas

Menu Arquivos / Empresas

Aba Básico

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Aba Adm-Impostos

Sub Aba 1 – Dados Complementares

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Aba Adm-Impostos

Sub Aba 2 – Outros Dados

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Sindicato Patronal

Menu Arquivos / Sindicato Patronal

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Ativa Mês

Menu Arquivos / Ativa Mês

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Cadastro de Filas

Menu Arquivos / Cadastro de Filas / Empresa

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Cadastro de Fornecedores

Menu Arquivos / Fornecedores

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Dados para Darf's-Configurações dos impostos

Menu Arquivos / Dados para Darf's-Configurações dos impostos

Aba Faturamento da Empresa

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Aba Alíquotas DARF

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Aba Dados dos Impostos

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Cadastro de Eventos

Menu Arquivos / Eventos / Cadastro de Eventos

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Itens de Protocolos

Menu Arquivos / Protocolos / Documentos

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Menu Arquivos / Protocolos / Tributos

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Menu Arquivos / Protocolos / Responsáveis pela Entrega

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Históricos Livro Caixa

Menu Arquivos / Históricos Livro Caixa

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Cadastro de Sócios

Menu Arquivos / Sócios / Cadastro

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Cadastro de Autônomos

Menu Arquivos / Autônomos

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Cadastro de Bancos

Menu Arquivos / Bancos

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Agenda de Compromissos

Menu Arquivos / Agenda de Compromissos / Agendar Compromissos

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Agenda de Telefones

Menu Arquivos / Agenda de Telefones / Aba Cadastro

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Emissão de Darf's

Menu Impressos / Darf's - Exemplo: DARF 2172 Cofins

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Emissão de Guias

Menu Impressos / Guias - Exemplo GPS-Contribuintes

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Menu Tabelas / Controle de Tributos / Darf's

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Emissão de Etiquetas

Menu Diversos / Etiquetas – Exemplo: Laser Inkjet 2 Colunas

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Calendário

Menu Diversos / Calendário

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Contrato de Prestação de Serviços

Menu Diversos / Contrato Prestação de Serviços

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Carta de Cobrança

Menu Diversos / Carta de Cobrança

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Declaração Negativa de Débitos

Menu Diversos / Declaração Negativa de Débitos

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Declaração de Quitação Anual de Débitos

Menu Diversos / Declaração de Quitação Anual de Débitos

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Menu Diversos / Nota Promissória

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Comunicados

Menu Diversos / Comunicados

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Menu Diversos / Encerrar/Reabrir Mês

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Configurações de Email

Menu Utilitários / Configurações / Sistema / Email

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Configurações de Impressão

Menu Utilitários / Configurações / Impressão

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Cadastro de Níveis de Usuários e Senhas

Menu Utilitários / Cadastro de Níveis de Usuários e Senhas

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INTERMEDIÁRIO

Digitação de Movimentos

Menu Movimentos / Digitação / Sintética

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Digitação Turbo

Menu Movimentos / Digitação / Turbo

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Geração de Títulos

Menu Movimentos / Digitação / Geração dos Títulos

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Reajuste de Eventos

Menu Movimentos / Reajuste de Eventos

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Configuração de Eventos Automáticos

Menu Arquivos / Eventos / Eventos Automáticos / Configuração

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Controle de Contas a Receber

Menu Movimentos / Controle de Contas a Receber

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Controle de Contas a Pagar

Menu Movimentos / Controle de Contas a Pagar

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Livro Caixa

Menu Movimentos / Livro Caixa

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Controle de Cheques

Menu Movimentos / Controle de Cheques

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Protocolos

Menu Movimentos / Protocolos / Configuração de Protocolos

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Pagos pelo Escritório

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Pagos pelos Clientes

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Entrega de Documentos

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Emissão de protocolos

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Recibos (Exemplo Recibo modelo 1)

Menu Relatórios / Recibo / Modelo 1

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Relação de Emitidos

Menu Relatórios / Recibo / Relação de Emitidos (Demais Modelos)

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Nota Fiscal - Configurações

Menu Relatórios / Nota Fiscal / Configurações

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Nota Fiscal - Emissão

Menu Relatórios / Nota Fiscal / Emissão de NF

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Emissão de boletos (Exemplo Itaú)

Menu relatórios / Boletos / Código de Barras / Banco Itaú

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Menu relatórios / Boletos / Código de Barras / Banco Itaú / Gerar Barras

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2ª Via de Boletos

Menu relatórios / Boletos / Código de Barras / Banco Itaú / Gerar Barras / 2ª Via

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Remessa Bancária

Menu Diversos / Remessa-Retorno Bancário / Gerar Remessa

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Relação de Devedores

Menu Relatórios / Devedores / Relação de Devedores

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Faturamento

Menu Relatórios / Faturamento / Mensal

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Relatório de Controle de Acessos

Menu Relatórios / Relatório de Controle de Acessos

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AVANÇADO

RPS/NFS-e

Menu Arquivos / Dados do Escritório / RPS-NFS-e

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Menu Relatórios / Nota Fiscal de Serviço Eletrônica

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Integração Contabilidade

Menu Arquivos / Integração Contábil / Configurar Integração / Conta a Receber

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Menu Arquivos / Integração Contábil / Configurar Integração / Contas a Pagar

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Menu Diversos / Exportação / Contabilidade

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Integração E-Fiscal

Menu Tabelas / Controle de Tributos / Importação

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Menu Tabelas / Controle de Tributos / DARF

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Backup

Menu Utilitários / Backup (Cópia de Segurança)

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AutoBackup

Menu Utilitários / AutoBackup

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Agradecemos sua participação!

Dúvidas sobre treinamentos:

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