Pymlo Knowledge Base
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Knowledge base
General
Getting Started
3
Getting started with Pymlo
How to create multiple companies, or business profiles?
What to do if I forget my Pymlo password?
Billing & Subscription
1
Refer your friends to Pymlo
FAQ
0
Product Changes
1
Why is my subscription shown as "Trial" again? (29 Jun., 2018)
Settings
User Account
3
Update your user profile
Switch system language
Change profile picture
Company (Business Profile)
10
Set up general company information
Change financial settings
Customize forms and documents
Invite your team to collaborate
How to manage my products?
View all 10
Income Management
Sales Quotes
3
Create a new quote
Send a quote to the customer
Convert a quote into an invoice
Sales Orders
5
Create a new sales order
Send out a sales order
Manage sales orders
Convert a sales order to invoice
Issue a receipt from sales order
Invoices
7
Issue a new invoice to customers
Send invoice to your customer
Manage your invoices
Create payments for invoices
Record withheld taxes from invoice payments
View all 7
Receipts
3
Create a new sales receipt
Record withheld taxes for receipts
Send a sales receipt to your customer
Expense Management
Purchase Orders
3
Create a new purchase order
Send a purchase order to your vendor
Convert a purchase order into a vendor bill
Vendor Bills
4
Record a new vendor bill
Record payments for vendor bills
Record withholding taxes for vendor bill payments
Notify vendor of bill payments
Direct Expenses
1
Upload a receipt and record direct expenses
Inventory Management
Operations
5
How to manage inventory items?
How to increase inventory items?
How to decrease inventory items?
How real-time cost valuation works?
How to write off or remove existing stock without selling it?
Reports
3
Stock balance report
Stock movement report
Stock card report
Accounting
Journal Entries
1
Create a journal entry
Transactions
4
Create a transaction for payment accounts
Verify a transaction
Split a transaction
Merge duplicate transactions
Reporting
Accounting Reports
5
General ledger
Balance sheet (BS)
Profit and loss (P&L) statement
Tax report
Withholding tax report
Sales/Revenues Reports
2
Sales summary
Customer receivables aging report
Purchase/Expense Reports
3
Purchase summary
Expenses by payment accounts
Vendors payable aging report
Miscellaneous
3
Export and download your reports
Dashboard
Partner overviews
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