Welcome
to the instantAdmin User Guide
A great deal of design effort has gone into making instantAdmin easy to use
and consequently it has been possible to keep the User Guide reasonably short.
If you are a first time user then you will benefit from reading the Guide from
beginning to end. Subsequently of course you can jump to relevant sections
as required by clicking on the relevant heading on the index page.
A Quick Introduction...
instantAdmin is divided into four main sections:
Clients/Sales,
Suppliers/Purchases, Overview and Ideas...
Clients/Sales - The Sales section is built around a Database of your Client
(Customer) Contacts. Firstly find the Client you wish to deal with, then, at
the click of a button, you can create Quotes, Invoices, Letters and Emails
relating to that Client. You can also create Bulk Mailing lists and send individually
customised Emails or Letters to all of your Customers at once or smaller groups
of Customers as required.
Suppliers/Purchases - The Purchases section is built around a Database of your
Supplier Contacts. Find the relevant Supplier and enter Purchases, create Letters
or send Emails to that Supplier. Note: You don't need to find the relevant
Supplier for each individual Purchase. Instead you can enter multiple Purchases
quickly by selecting the Supplier from a drop down list for each Purchase in
the 'New Purchases/s' section. You can also create Bulk Mailing lists and send
individually customised Emails or Letters to all of your Suppliers at once,
or to smaller groups of Suppliers as required.
Overview - The Overview section contains
Reports & Analysis for all Sales
and Purchases year by year. It covers both 'Accounting by Invoice' and 'Cash
Accounting' and calculates Sales Tax breakdowns for either of these accounting
methods. Also included is a 'Cost Analysis', which breaks down all Purchases
and costs
into different categories, and an 'Individual Payments' section which lists
all Money Paid In or Out.
Ideas - The Ideas section is a Database of Notes for Ideas, To-Do’s and
other random thoughts on any subject. They are created with user-definable
categories making them quick to enter and quick to find.
instantAdmin has a
consistent way of working regardless of which section you are in...
The Main Menu allows you to navigate to each of the four main sections. From
each section you can navigate to other screens. From the other screens the
'<<< Back' button is used to navigate back to the main menu/sections.
The Arrow Buttons: You can scan through records one by one using the arrow
buttons, a record being a clients details, an invoice, a quote, a purchase
etc. depending on which section you are in. The number between the forward
and backwards arrows indicates the current record being displayed out of the
current found set.
The 'Found Set' number in the top right hand corner next to the arrows indicates
the number of records that you are currently browsing. This will vary depending
on the
last
Find
you performed.
The figure in brackets on the 'Find All' button indicates the total number
of existing records. Clicking on this button
will
find all
existing records.
All email features use your existing email client (Microsoft's Outlook or Mac
OS X's 'Mail' application) to send the messages. This should launch automatically
but, just to be sure, it's worth launching manually if it isn't already open
before
sending
any mail.
You will of course need to have an internet account, with the facility to send
email, already set up with an ISP.
The ‘Zoom’ menu: You can access the zoom menu from any part of
the application. It allows you to ‘Zoom In’ which magnifies the
current page view making it easier to enter/read text for documents such as
invoices or letters, you can then ‘Zoom Out’ when done.
That completes the introduction. Now we'll add more detail starting with the
Clients / Sales section...
Next >>>