Company (Business Profile)

Set up general company information
To set up general information for your company or business profile, click open the user menu and go to Business Settings > General .    There are...
Mon, 25 Jun, 2018 at 9:22 AM
Change financial settings
Click open the user menu and select Business Setting > Financial Settings. You are able to change the following items that will affect your Pymlo ...
Wed, 1 Aug, 2018 at 3:15 PM
Customize forms and documents
Document forms generated from Pymlo can be customized to suit your branding needs. Click open the user menu and select Business Setting > Custom Form...
Mon, 25 Jun, 2018 at 9:50 AM
Invite your team to collaborate
In case you have other team members to work on operations and accounting together, you can invite them to your business profile. Click open the user ...
Mon, 25 Jun, 2018 at 9:55 AM
How to manage my products?
Go to Products/Services to check and manage your products list. Click “Add” to create a new product.  Select "Actions" drop down menu fro...
Mon, 25 Jun, 2018 at 10:09 AM
How to manage my customers and vendors?
On Pymlo, customers, vendors, and any business contacts are called Partners (or sometimes Business Parties) in general. You can make a list of profiles...
Mon, 25 Jun, 2018 at 10:30 AM
How to manage taxes?
Pymlo allows users to configure taxes that are applicable to their business operations, which you can use freely later when issuing documents or doing bo...
Fri, 28 Sep, 2018 at 10:30 AM
How to manage chart of accounts?
Go to Accounting > Chart of Accounts when you will find the base of all business accounting managements.  With toolbar at top-right corner, you can  C...
Mon, 25 Jun, 2018 at 11:01 AM
Create a payment account
Payment accounts in Pymlo refer to specific accounts that you use to make and/or receive payments, such as cash on hand, savings accounts, and credit card ac...
Mon, 25 Jun, 2018 at 11:06 AM
Set up starting date and balances
To indicate an actual date for your bookkeeping data to take effect on Pymlo, you can assign a start date and input brought forward balances from your previ...
Wed, 1 Aug, 2018 at 5:08 PM