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Learn how to set-up and use Biz4x more effectively with byte-sized how-to articles.

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Rates

How do I set up my currencies and rates?

How do I manage and update my rates?

How do I add or manage telegraphic transfer or Send rate?

Can I automate the update of my rates?

Stock

What is Stock Definition?

How do I add a Stock Definition?

What is an active or inactive stock?

How do I activate a stock for different Company, Outlet or User accounts?

How do I adjust stock for a local or foreign currency?

How do I debit or credit a transaction to a certain defined stock category when I create a new transaction?

How do I review all adjustments to stock?

How do I transfer stock between my different accounts?

[Video Demo] How do I set up and manage my stock of currencies?

Transactions

How do I create or record a new transaction?

How do I set a limit on the transaction amount that will be accepted by the system?

Customers

How do I create a customer record?

How do I create a customer group?

How do I manage my customer list?

Reports

How do I generate reports?

How do I download reports?

What regulatory reports are available on Biz4x?