Training

Bizuno for Business

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PhreeSoft has several forms of training available, most are self-paced. Direct one-one training is available with a PhreeSoft Engineer. Please fill out a contact form if you are interested.

Your business is everything. Learning the capabilities of Bizuno and how it can help streamline, organize, and manage your business is key. In other areas in this site, you have access to the latest including:

  • Users Manual – Yep, the old fashioned way but still a great way to learn just how much you can do with Bizuno.
  • Knowledge Base – Help and step by step instructions on how to do the most popular tasks.
  • Support – Direct answers to your questions, included free with Premium subscriptions.
  • Community Forum – Your probably not the first, check out if someone else has already answered your question or solved your problem.

THIS SECTION IS STILL IN PROCESS, WE APPRECIATE YOUR PATIENCE. IF YOUR DON’T SEE WHAT YOU ARE AFER HERE, PLEASE VISIT ONE OF THE OTHRE RESOURCES ABOVE.

Bizuno 101 Classes – Table of Contents

  1. Installation
    1. Getting Started with Bizuno
    2. Types of Accounts – Basic vs Premium
    3. Converting from another Accounting Application
    4. Importing/Converting from PhreeBooks R3.7
  2. General
    1. Roles
    2. Users
    3. Employees/Linking Employees to Users
    4. Dashboards – Overview
      1. Adding/Editing/Moving/Deleting Dashboards
      2. Dashboard Permissions/Security
      3. Tips and Tricks
      4. One for each Dashboard???
    5. Encryption
    6. Profiles/Themes
    7. Locale
    8. Currencies
  3. Configuration/Settings
    1. Bizuno Settings
      1. Settings
      2. Custom Tabs
      3. Dashboards
      4. Tools
    2. Contact Settings
      1. Settings
      2. Extra Fields
      3. Dashboards
      4. Tools
    3. Inventory Settings
      1. Price methods
      2. Settings
      3. Extra Fields
      4. Dashboards
      5. Tools
    4. Payment Settings
      1. Payment Methods
      2. Settings
    5. PhreeBooks Settings
      1. Settings
      2. Chart of Accounts
      3. Currencies
      4. Sales Tax
      5. Purchase Tax
      6. Totals
      7. Dashboards
      8. Fiscal Calendar
      9. Journal Tools
    6. PhreeForm Settings
      1. Settings
      2. Dashboards
  4. Customers – Overview
    1. Customer Manager
    2. CRM Manager
    3. Creating a new customer
    4. Editing a customer
    5. Deleting a customer
  5. Vendors – Overview
    1. Vendor Manager
    2. Creating a new Vendor
    3. Editing a Vendor
    4. Deleting a Vendor
  6. Inventory – Overview
    1. Understanding Inventory Types
    2. Inventory Manager
    3. Creating a New Inventory Item
    4. Inventory Adjustments
    5. Inventory Assemblies
  7. Sales – Overview
    1. Sales
    2. Sales Orders
    3. Customer Quotes
    4. Customer Refunds/Credit Memos
  8. Purchases – Overview
    1. Vendor Purchases
    2. Vendor Purchase Orders
    3. Vendor RFQ’s
    4. Vendor Refunds/Credit Memos
  9. Price Sheets – Overview
    1. Customer Price Sheets
    2. Vendor Price Sheets
  10. Banking – Overview
    1. Customer Payments
    2. Paying Bills
    3. Paying Bills by Date
    4. Vendor Refunds
    5. Bank Register
    6. Reconciliation
  11. General Ledger
    1. Searching the Journal
  12. Reports/Forms – Overview
    1. Running a Report
    2. Editing a Report
    3. Building a Report
    4. Report Permissions/Security
    5. Importing/Exporting Reports and Forms
  13. Tools
    1. Importing/Exporting
    2. Backing up and Restoring your Data
  14. Tips and Tricks
    1. How to Replace the Default Chart of Accounts with Your Own
    2. How to Enter Credit Card Purchases
    3. Using Journal References for Easier Reconciliation with Your Bank
    4. Making Dashboards Work for You
    5. Managing Your Inventory
    6. Merging Customers
  15. Extensions – Overview
    1. How to Buy/Load/Install Extensions for Non-Premium Members
    2. Extension Installation for Premium Members