Finance: Portfolios (Feature)

 

 

 

MYCITO* PORTFOLIO Life Cycle

The following flow diagram illustrates the typical PORTFOLIO life cycle inside MYCITO*.

 

1 Portfolio
View the PORTFOLIO PROFILE.
2 Create Account
Create ACCOUNTS on the PORTFOLIO.
3 Notifications
Add NOTIFIERS on the PORTFOLIO.
4 Edit Terms
Add TERMS and CONDITIONS.
5 Financial Years
Add FINANCIAL YEARS.
6 Transfer Funds
TRANSFER FUNDS between ACCOUNTS.
7 Link Creditors
Link CREDITORS to the PORTFOLIO.
8 Link Debtors
Link DEBTORS to the PORTFOLIO.

 

How To View a Portfolio

Follow these steps to VIEW A PORTFOLIO.

  1. View the INDIVIDUAL / COMPANY / ORGANISATION profile.

  2. Click on the BLUE PORTFOLIO NAME under the QUICK LINKS.


How To Add an Account

Follow these steps to ADD AN ACCOUNT on the PORTFOLIO.

  1. View the PORTFOLIO PROFILE.

  2. Click on the EDIT ACCOUNTS tool in the toolbar.

  3. Add a NEW ENTRY.

  4. Complete the FORM and click SUBMIT.

How To Add Notifiers

Follow these steps to ADD NOTIFIERS on the PORTFOLIO.

  1. View the PORTFOLIO PROFILE.
  2. Click on the EDIT NOTIFIERS tool in the toolbar.
  3. Add a NEW ENTRY.
  4. Complete the FORM and click SUBMIT.

How To Add Terms

Follow these steps to ADD TERMS on the PORTFOLIO..

  1. View the PORTFOLIO PROFILE.
  2. Click on the EDIT TERMS tool in the toolbar.
  3. Add a NEW ENTRY.
  4. Complete the FORM and click SUBMIT.

How To Transfer Funds

Follow these steps to TRANSFER FUNDS between ACCOUNTS on the PORTFOLIO.

  1. View the PORTFOLIO PROFILE

  2. Click on the TRANSFER FUNDS tool in the toolbar.

  3. Add a NEW ENTRY.
  4. Complete the FORM and click SUBMIT.

How To Add a Creditor

Follow these steps to add a CREDITOR on the PORTFOLIO.

  1. View the PORTFOLIO PROFILE.
  2. Click on the EDIT CREDITORS tool in the toolbar.
  3. Add a NEW ENTRY.
  4. Complete the FORM and click SUBMIT.

How To Add a Debtor

Follow these steps to add a DEBTOR on the PORTFOLIO.

  1. View the PORTFOLIO PROFILE.
  2. Click on the EDIT DEBTORS tool in the toolbar.
  3. Add a NEW ENTRY.
  4. Complete the FORM and click SUBMIT.

How To Add Financial Years

Follow these steps to add FINANCIAL YEARS on the PORTFOLIO.

  1. View the PORTFOLIO PROFILE.
  2. Click on the EDIT FINANCIAL YEARS tool in the toolbar.
  3. Add a NEW ENTRY.
  4. Complete the FORM and click SUBMIT.


About MYCITO

MYCITO is quickly becoming a preferred CLOUD AMO / LMS & ERP SERVICE for SMMEs in South Africa. Locally designed, developed and supported with a pay as you go model, no infrastructure costs, quarterly updates, guaranteed levels of service and more to fit your month-to-month requirements.

Why MYCITO
  •  A Cloud AMO / LMS & ERP Service
  •  Expandable & Adaptable
  •  Locally Developed & Supported
  •  Monthly Commitment
 info@mycitoapp.com
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LEARN THE LINGO
AMO = Academy Management Office, LMS = Learner Record Management System / Software, ERP = Enterprise Resource Planning Software / System, SaaS = Software as a Service, SETA = Sector Education and Training Authorities, QCTO = Quality Council for Trades and Occupations, SAQA = South African Qualification Authority, QMS = Quality Management System, DHET = Department of Higher Education and Training, TVET = Technical and Vocational Education and Training, ESD = Enterprise Supplier Development, SMME = Small, Medium and Micro Enterprises, OFO = Organising Framework for Occupations

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