Training

Step-in with Quote, Invoice, Sales + Purchase Orders

2021-06-14T13:03:26+00:00Training|

In this tutorial blog we’ll cover the following scenario: Entering customer details Raising and sending a Quote Converting the Quote to a Proforma Invoice (via an associated Sales Order) Raising POs for the particular job (for stock and transport separately) [...]

How to disconnect FreeAgent from EdgeCTP

2021-05-09T17:07:38+00:00Freeagent, Training|

Overview To stop replication of data between EdgeCTP and FreeAgent simply disconnect the two systems. How to Disconnect FreeAgent from EdgeCTP In this blog learn how to disconnect FreeAgent from within EdgeCTP. Disconnecting FreeAgent from within EdgeCTP Make sure you [...]

How to connect FreeAgent with EdgeCTP

2021-05-09T07:48:26+00:00Freeagent, Training|

Overview: Users of EdgeCTP can connect to the online cloud-based FreeAgent accounting package to seamlessly pass details on: Contacts (i.e. client details of firms that you may trade with) Stock or Product lines (i.e. items or articles that are sold [...]

How to use DHL within EdgeCTP

2021-03-08T15:35:18+00:00Training|

In this blog, you’ll learn how to use EdgeCTP to send your consignment with DHL. Setting Up DHL within EdgeCTP If you have not already done so, enter your DHL account details into EdgeCTP Settings.  Remember, you only need to [...]

How to Quickly get Started with EdgeCTP

2020-08-05T12:29:48+00:00Training|

Overview Quickly Get Started with EdgeCTP This post will show you how to quickly get started with EdgeCTP after you've logged in for the very first time.  You'll learn how to: Set Up Your Company Details Manage Signatures, Users + [...]

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