Streamline Your Processes with an Invoice Text Example for Human Resources

Invoice text example for Human Resources

hey what's up sass masters my name is george and today i want to show you the scara and all in one platform that's going to take care of all your invoicing accounting payroll human resources and your crm all in one single platform now if you guys want to grab a deal that's going on right now check out that link in the description and if you guys want to check out the free trial yep that link will be also there now let's jump into my desktop and check out how powerful the scara actually is so let's jump on over there alright guys this is descara's site and like i mentioned before it's an all-in-one platform and they divide this in three sections which is books crm and people the reason they do this is because they don't want to put everything in one single place and just make it overwhelming so it's divided really nicely so it makes it much easier to use now we're going to jump into the dashboard to check it out and before we head there i just want to tell you guys that this is also available for app store and play store so that means it's available for ios and android so this is my discara dashboard and we have a quick glimpse of the analytics here so for example we can see the invoices age receivable bank accounts one and lost deals pipeline view contact reports expense slam claimed payroll and leaves per month so this is like a quick overview and like i said before here it's also divided it's by books cells and people we can open each one of these sections if we want now one of the things i really recommend with the scara is and with any other software that you use is that you first set up things so for example set up your clients customers your team members your templates the information for your business the taxes and all that good stuff so you don't have a hard time later on this is just basics information right so the scatter bugs let's jump over there so i'm gonna click on open right here and we are also gonna be greeted with some more analytics this one is a little bit more in depth because now we're just on the books section so see this we got all these analytics right here which is the dashboard for this one in particular now on the left side we have the menu which is sell by products contacts pick up so on and so forth again i recommend you jump into settings set up your users your taxes your audit logs and prologs all that good stuff your currency all that information your bank account add your bank accounts right here so for example right here i have set up wells fargo and you can set up all the other ones also there i also recommend to jump into apps so you can integrate so for that example if you're using paypal woocommerce stripe zapier which is one of the most important ones and also ups and fedex for shipping tracking information let me close this for now and once you set up all that basic information we can start using this platform so for example if we jump into cell let's say we want to start a cell right here we can do a quote or an invoice and if you want to create a brand new quote we go into hover this button right here which is create a new code or a new invoice in this create in this we're going to create a new quote right here so for example first thing that we're going to be asked for is our contact so let's just add a contact right here i'll add a random one because again this is just for video purposes and this demo all right so now it's just added all the information because i've added this contact before remember i told you at the the settings first the quote date so it's set for today the due date i'm going to set it for example on the 30th right ship date by so by the 29th okay and now we add the items right here so for example in this item i will add for example i'll just add a random product so laptop right it's already added to my products so it knows that the unit price i can also modify it right here i can add the quantity so for example i'll set it to 2 for the quantity and now we have the total amount right here and we have a discount option right here so it's really easy to get this set up on the discount we have two options we can set a set amount for example if i added 10 that would just deduct 10 or the currency that you have but if i wanted to set it to percentage i'll just say 10 and i'll add a percentage and i'll click away from it and now it deducted as a percentage so it's super fast it's super easy to get this done we got the subtotal discount before tax attacks it's not set up so it's by zero and total we can also add attachment right here and we can add a memo as an option right here so for example let's just say this was an all open box product right so we can say no refunds and that way you can just do a little quick note right there or you can add something else like hey you know what this is a final sale no refunds or just whatever you want to add now we could set the quote number right here so it could be a manual input or by default so the number settings we can do a custom number format global global custom fields multi-currency options so for example we want to change currency that's available right here and you got all these currencies available right there i'm not going to modify that for now and you can set this for recurring also why would this be useful well let's just say that you are selling a service or a product that they're gonna pay in three payments or just something like that right so for example if i wanted to set it to a return of yearly monthly weekly or custom i could set it right there unless you say they have to pay a set amount every month you would put it monthly and this will add there so first document date and the ending date right there and if you want to set it to never ends it's just going to go over and over again and that's how you would do a quote so i'm going to save this right here and i'm going to save it let's go back to oh there we go all right so now it's saved and it's right here so we got the setting of the we got the number the contact the quote date due date total amount fulfillment so it's unfulfilled right now i could view it right here if i click on it and again i can edit all of this i can even edit the design if i want so it's going to open up a brand new page and we can set our own quotation information right here so we can add logos change colors so let's just say hey you know what my branding in my company this one looks good right so it's blue so it makes it nicer and just saw how easy that was right to create that you can print it you can archive this quote or set it as recording if you didn't set it before so let's go back right here and we have the option to convert it so we got fulfill and convert convert fully or convert partially so that will depend what you want to do and we have the options right here to also edit the same information right here now let's go view invoices you can even set that quote to invoice also these are the invoices and some are fulfilled some are pending received so for example this has a pending payment let's just say someone made the payment we can sit right here so get the payment this is the due amount and the payment and currency so it's this you could change the currency right here was it paid by cash or did they deposit to the bank or wells fargo let's just say they paid by wells fargo and the payment type was a bank transfer the date for example that was paid on the 28th and the reference number you would set it to whatever the receipt was you would add it there i just made that up let's click on next and let's just say receive so that payment is done i can print it or i can close right here and now that is received and it's not pending anymore you can do that for all of them and you can also view your archived right here so it's pretty easy and straightforward let's go back to our menu on the left that's wide open and now we can check out the buy so we can set here what we purchased so right here we have the orders and we have the bills so for example if we wanted to create a brand new order i would click on that and again we add the contact oops i'm not going to create a brand new contact i'm going to select one of the ones one of the ones already there so let's just it's tech deals and i'm gonna purchase from him i need some laptops and i'm gonna purchase uh five of these so that's five thousand that's my i can add a memo option right there i'm gonna save it and that order was created so for example i haven't received i can also bill right here so i can convert it to a bill so convert to auto received and now it's in my bills right here so for example these are the information that i have thousand received is it payment was it pending did i pay for it already i can set the payment information i can also do a partial receive so for example let me create a brand new one all right up again have that habit of clicking a new contact you can also create one from here which is pretty cool again i'm going to do some laptops some laptops and it's going to be whoops it's going to be 10 all right and let's save that and we could set this for example a received goods so let's just say these are i ordered 10 right but i didn't receive 10 maybe they sent it in two shipping embargments something like that so i could say it's only five and i received five so now it's a partial did you see that change right here good received it was changed to partial so you have a lot of information there that you can do right there you got your products right here so you can put them so for example we have laptops since we since we received them we have 10 in stock and you can activate or inactivate the product right here we also have more options available like edit copy or delete you have all those or if we click on it we have an overview of it so we got the image we got the information on it we have the accounting details for it we have the inventory details also for example we can know from which warehouse we have this for now again if you want to add your warehouse you can add it right here that would be if you have multiple warehouses for example let's just say you what you have one in united states another one in canada and another one in mexico so on and so forth or by state or by city or just however you want to do that right there we have the contacts right here which you can create a brand new contact in this case we're just going to view one so we don't take a lot of time uh general information accounting details and the address of that specific contact you can set the taxes right here so if we want to add a tax to it the audit log oops i'm out of the context my bad on the contacts we can pick park pack ships so right here we have the information for the all pending picking list picking packing list and shipping list right here if we want to view the quote all that we can set it right here by generate a picking list we have the warehouses where you would set up your warehouses like i said before there's two of them set up right here which are different directions and you can set one as the default primary one you can view reports for example the the financial your taxes inventory purchases and sales for example financial let's just say the balance sheet right let's go view it this is the balance sheet and just view it like that really quickly if you want to export this you can export it as a pdf if you need to print it for someone for your accountant or someone that's not right here it's really really easy and really fast we have the bank account which i already showed you that we have the accounting section which have chart of accounts journal entry opening balances debit notes for example opening balances these are the opening balances right here we have well let's go back to accounting you have another one for example credit notes expenses deposits so for example deposits you have a quick view right here of all your deposits you have the apps oops i'll show you that already my bad the apps let me close that and the company right here so this is the company information in this case it's called the electronics because it's a demo that i wanted to show you but you can edit this right here also if you can set this for compliance settings you don't want to collect taxes just enable that you can edit if you need to do that but that said well that is the booking part let's go back into the dashboard let me close that and let's jump into the scara cells this is where we're going to track ourselves and this is really important because it's the pipeline how are your cells going let me click on allow sentence right here and again you get started with a quick dashboard overview so this is a quick overview information we have the deals right here so we can view how the deals are going on so for example have you scheduled an appointment qualified by presentation uh decision make buy in contact sale was the sale closed or was it lost and you set that all right here so for example if i wanted to for example the appointment scheduled and once i scheduled the appointment i talked to them there's a presentation scheduled and for example the opportunity to sell 200 monitors is a i can say contract sent so it was sent to him and i'll send it by that pipeline it tells me how i am doing right and in this case once it's closed or not i can open it to view it let me click on it and you have a quick overview so you drill down into that pipeline right here so for example the opportunity to sell 100 miles it's set to the current stage contract sent the pipeline default pipeline is a dlh eight days ago the owner the sub owner visibility is a team is it private and i'll show you that in a bin create a custom field if you need you can send out an email so for example you can set up your gmail or an imap email you can set activity right here so what's going on you can create an activity if something like if you scheduled one a business meeting like a brunch or something like that set it up there we have your notes right here so for example you know what the client was really happy and we talked about this and that it's just your notes right here and there's a log of everything that's going on for this you can also do a search and if you want to set that as a dl1 or loss you can do it from right here also instead of dragging it just in case you want to do it that way let's go back in this pipeline we can create a brand new deal now this pipeline can be edited if you need so for example if i wanted to create a brand new deal i said the deal name the contact person all the information needed right here the visibility is it going to be private is it going to be team or everyone without private settings the deal value the selected pipeline so it's by default select the pipeline stage so if this is a different stage from the beginning you can set it right here and the closing date so it's really easy to get started with this you have your contacts available right here which you would set up you can create a brand new contact and each contact has a lot of information available that you can set right here so first off you can set a contact as a person or an organization and it will change the information here and you can set all that up right here now if you wanted to view one of these contacts for example rick ryan let's click on rick ryan and we can view all this information right here check out the information the deals from rick ryan available right here let's go back if we wanted to view any different mode so for example right now we're viewing list but if i wanted to change it to card i would click on this see my mouse right here and we view it in a different form and we can set people or organizations if you want to divide that so you won't want to see everyone in one single place you got people and organizations we have the campaigns let's click on campaigns if you want to create a brand new campaign i recommend that you head on over to assets and edit your emails first so for example you would set up your templates so these ones you can set right here so if i click on this one halloween sales event which is coming up i can click on this little pencil which would be a way to edit it and i can edit right here see all this i can remove it i can replace it i can change the image if i wanted to add a brand new section i can add some full screen view full screen view the code import template toggle images and all that good stuff so everything that you click on will be editable here on the right so it's pretty easy and straightforward to create those templates let's go back to campaigns right here is where you would be who the campaigns for example let's just view this one which is a not this one that's that's already set so this one's already sent you can see email sent emails read who's was sent for and you can see the read status right here you can refresh it if something's going on recently and if we want to create a brand new campaign we create the campaign right here so we'll just say this is a test one it's just test and category it's going to be for sales let's go to next and we can select segment right here so let's monitor leads you can add your segments right here so if you want to create one let's go to next so these are my six members i can select my emails right here so it's pre-designed templates my templates and email templates remember i showed you the my templates you can create those but if you wanted to grab from right here let's just say this one use this template right if you like how it goes you can edit it if you want in this case we're not going to spend time editing so we're going to save and continue so now that we've selected we can go to next right here we add your campaign details so sender name this would be for example george which is me and i'll add my email right there you can verify the email if you want to do that send it now schedule for later send test email and save as draft or send in this case i need to verify because i haven't verified this email that i am sending with but if i select oops one from the ones i have let me see if i have one already set this one right here all right so i don't have to verify that one and i can send out to those emails i'm not gonna do that because this is a demo video right and again we can go to assets we go to segments remember i told you before if you needed to add a different segment you can do it from right here so for example add a segment segment name description select contacts and save so you can create it from here or from the campaign if you needed to create one right there you have your services for guide support activity and your settings like i said before please spend time sedima setting up all the information that you need before getting started and start working on this all right next one that we're going to check out is destro people so let's jump into people and let's open it now this would be made for your payrolls for the information of your employees and quick overview always on your analytics every time you go to to a new section so you get the last payroll and for example payroll cost your employees one out of ten total earnings total deductions electronics total earnings again you got a quick overview of your calendar year to date how your expenses are going again set up your employees right here employees list let's set that up and you're going to view all the employees that you have right here so you can set up for example basic salary you can view right here let's create a brand new employee so you can set up all the information right here so for example employee details which is basic information the contact details the compensation details so for example this employee is this really important information right so is it this is this employee full-time is it part-time casual shift workers probation or out workers the basic salary that's going to be set and the period for this is going to be year month or by the hour payment details so the payment method is going to be cash or check the account type is it current or savings swift swift code routing and the account number for that one let me cancel this one and let's open one of the ones already created so i'm going to click on andy smith and this is a quick overview of this employee in particular for example his basic salary is 100 an hour his employee number which is eight and you have the quick overview right here so if we want to run a pay schedules you're gonna see this one that's run by weekly and we're gonna add a pay schedule so for example space schedule name say whatever you want um is it to be set by monthly weekly or twice per month the selected work week the last working day of the month or the day that you're going to set first pay date the work period and is it going to be applicable to applicable to all users or in particular some users let me cancel that one let me show you how that looks right here so this is a paid period by weekly let me open that one so let me edit it and this one's already created you can see how that looks right here and this one's not set to all the users so you would set the users that it's going to applicate to so that's right there and if you want to do a pay run so let's just say you want to schedule the pay run right here the pay schedule all the information available or ad hoc payroll let me click on the ones that's already made so i'm going to view this view summary and you're going to view this in really fine detail which is a payment summary right here so daniel rodriguez which is 5 4 500 per pay run you have the really regular hours the days that this is applicable applicable to the llp additional earnings if they have like for example bonuses or whatever you want to set you would see it right there your components your the deductions so for example this will set the federal income tax social security tax medical care uh feuda the social security tax oh same one right deductions and employee tax right and the net pay at the end right so you have all that information right here for this employee which is pretty cool they have that and if you need to set up components for example some bonuses some basic pays you add a brand new component right here so if i click on bonus oh i'm going to add it up here and it you can set it right here so what's it going to be called so in this case it's a bonus and is it going to be a earning or a deduction so it could be the other way around if you need to deduct something from the employee and is it going to be applicable again to all users or specific users it's going to be active or inactive right there and you also have the information for the e-leaves for example it leaves it's going to be a date that they're not going to be available and you can set that in this dashboard right here so for example sick leaves yearly leaves so for example if you know you're not going to work on new year on christmas on halloween or whatever it's going to be halloween a half day you can set up all this right here or uh if they're gonna request an e-leaf you can do that right there also so you got the request right here these are requests that are that are made right here and you can approve or not so for example this is uh david mcgoldrick and the dates the current balance reasons is because he's sick the leaf type it's sick leave so that's the tag that's going to be used and this one was rejected you can approve it or reject it you can do all that applications right here you can view them for example if i click on dave wicket can we open it no we got the penny ones you can view it by filtered right there a new leaf application so view this leaf type you got sick leave and yearly leave select the date a reason and if you need to add some information right here you can drop some files really easy and straightforward to do that leave entitlement here for example you can see all the information for stick leaves and yearly leaves and the settings for example this is really important that you set up again settings are super important you can set the for example yearly holidays these are the yearly holidays that you're gonna set up for example holiday name could be halloween right the whole the date right here and the description of it it's going to be recurring every single year or it's just going to be this one time so it's going to depend what you want to do right there and you can set it up that way super easy and straightforward i know this camera is has a whole lot to process and it's sometimes it could be overwhelming or complex but that is a good thing right because you have an only one platform that does a lot of things now this could be used as a whole or as a piece for example if you just want to use books that's possible or sales i recommend that you use everything because that will tie everything together and it helps you for your reports for your accounting for your payroll it's just everything really really nice right here so like i said before there's a really great deal that's going on right now there will be a link in the description if you guys want to check it out and if you guys are not sure that the scarab is for you do consider using that free subscription right there to check it out and see if it's actually something that is good for your business well there you go guys my name is george and this is sas master i'll see you guys later