MYCITO* ACCOUNTS Life Cycle
The following flow diagram illustrates the typical ACCOUNTS life cycle inside MYCITO*.
| 1 Create Accounts Create ACCOUNTS. |
| 2 Financial Years Add OPENING BALANCE, TARGET and BUDGET for the FINANCIAL YEARS. |
| 3 Create Quotes Create QUOTES. |
| 4 Create Invoices Create INVOICES. |
| 5 Create Fees Create FEES. |
| 6 Load Payments Load PAYMENTS. |
| 7 Create Credit Note Create a CREDIT NOTE. |
| 8 Create Refund Create a REFUND. |
| 9 Create Expenses Create EXPENSES. |
| 10 Export CSV Export to CSV for Pastel importing. |
How To View an Account
Follow these steps to VIEW AN ACCOUNT.
- View the PORTFOLIO profile.
- Click on the BLUE ACCOUNT NAME under the ACCOUNT LIST to view the ACCOUNT PROFILE.
How To Add Account Opening Balance
Follow these steps to add an OPENING BALANCE on an ACCOUNT.
- View the ACCOUNT profile.
- Click on the FINANCIAL YEARS tool in the toolbar.
- Click on the GEAR tool next to the FINANCIAL YEAR entry.
- Complete the FORM and click SUBMIT.
How To Create a Quote
Follow these steps to create a QUOITE.
- View the ACCOUNT profile.
- Click on the EDIT QUOTE tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUMBIT.
How To Create an Invoice
Follow these steps to create an INVOICE.
- View the ACCOUNT profile.
- Click on the EDIT INVOICE tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUMBIT.
How To Add a Fee
Follow these steps to add a FEE.
- View the ACCOUNT profile.
- Click on the EDIT FEE tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUMBIT.
How To Add a Payment
Follow these steps to add a PAYMENT.
- View the ACCOUNT profile.
- Click on the EDIT PAYMENTS tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUMBIT.
How To Create a Credit Note
Follow these steps to create a CREDIT NOTE.
- View the ACCOUNT profile.
- Click on the EDIT CREDIT NOTE tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUMBIT.
How To Add a Refund
Follow these steps to add a REFUND.
- View the ACCOUNT profile.
- Click on the EDIT REFUND tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Create an Expense
Follow these steps to create an EXPENSE.
- View the ACCOUNT PROFILE.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
