Video-instructions
Electronic Reporting in the Oblik SaaS System
The module of Electronic Reporting in the menu «Accounting» is intended for:
- storing of electronic documents in the form of XML and PDF files;
- signing and sending documents/ reports using Electronic Digital Signature/Qualified Electronic Signature (EDS/QES);
- exchanging XML files with the Tax Service of Ukraine, receiving notifications about accepting documents and tax reporting.
In the video- instruction:
How to set up electronic keys for signing, to form and sign an electronic report/document, to send to the Tax Service and to get the answer about acceptance or mistakes for correction.
Additional information in the Help.
Salary and Personnel Accounting in the Oblik SaaS System
In the video-instruction:
How to fill out the employee's personal card, to create an order for employment and a time sheet.
How to calculate salary, to form a payroll and to pay the salary.
How to check the accrued taxes, to generate tax reports and immediately send them to the Tax Service.
Additional information in the Help.
Turnover Balance Sheet in the Oblik SaaS System
The turnover and balance sheet (TBS) is a report containing the information about balances for each account at the beginning and end of the period and the turnovers on debit and credit for the established period.
In the video- instruction:
What parameters for generating a report exist and how to set them up.
How to apply filters for a specific counterparty and obtain information on all calculations, including separately by agreements.
How to trace the dynamics and make an analysis of the balance sheet for the established period.
Additional information in the Help.
Learning Basics of Interface in the Oblik SaaS System
In the video-instruction:
How to change the interface language, to customize the user's desktop for their own needs and to switch between companies.
Description of the main elements of the desktop and the purpose of shortcuts on the quick launch panel.
How to change the personal data, to use the manual in the system and to write a message to the service of technical support.
Additional information in the Help.
Directories in the Oblik SaaS System
In the video-instruction:
How to quickly add an entry to the Counterparties directory, to find the required counterparty, to enter additional parameters and to edit the entry.
How to start a group, subgroup and add products/services to the Nomenclature directory. How to enter additional data on the product and to edit the record.
How to add an individual work schedule for the employee (s) to the Work Schedules directory and to set up a working cycle.
Additional information in the Help.
Documents and Their Journals in the Oblik SaaS System
In the video -instruction:
The main elements of the document’s journal, the use of filters, internal and global searches for documents directories in the system.
Toolbar and group operations for quick work with documents.
Export, print or send documents from the system to e-mail, a menu of related documents.
Fast filling of the document, adding additional files and other operations with documents.
Additional information in the Help.
Administration of the Company in the Oblik SaaS System
In the video -instruction:
How to add a company and to invite the new users.
How to manage user data, to create new divisions and to appoint to the posts.
How to customize the individual menu and restrictions on working with documents.
How to connect the service of technical support and to manage updates.
How to set up the journal of document, to unlock a document or to restore a deleted one.
Additional information in the Help.
