About CPAbooks Best Practices¶

CPAbooks Best Practices book is dedicated for functional consultants or entrepreneur who wants to implement or use CPAbooks online Cloud ERP all-in-one business services.

application out-of-the box. This is an online book written based on CPAbooks Cloud ERP Community and Enterprise Edition.

This book covers best implementation approach for most used applications such as Sales, Purchase, Inventory, Financial Accounting, Manufacturing, Project Management, Logistic Services, Facilities Management CRM and Payrolls.

Why this CPAbook?¶

*WHY CPAbooks ERP?*

Cloud Base Product Can be accessed from anywhere any time.

Browser Based Functionality Can be accessed in Desktop, Laptops, Tablets , Mobile Phones compatible with all above devices with any operating system.

Fast and Easy Implementations With user-friendly architecture ERP can be implemented with-in days and weeks depending on the size of organizations.

User authorization and Access Rights User authorization can be defined at functional and transactional level.

Transaction Approval Matrix User authorization for documents approval can be defined at functional and transactional level with amount restrictions.

Restriction of online Access User rights of access can be restricted with reference to IP addresses to access the ERP.

Robust Reporting Number of inbuild reports with business analytics.

Customizable Solution ERP can customize as pre specific requirement of the user

Fully Secured Environment Extra security features for data and access security

Credits¶

Thanks to all the contributors of CPAbooks Official Documentation project as many pages/topics of this book was actually taken from https://www.CPAbooks.org

License¶

All the pages, images and videos of CPAbooks Books are free to use modify and reuse on blog, forum, support platform, etc. They are provided under Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License. Please credits to https://CPAbooksbooks.org when using page(s) from CPAbooks Online Book.

Creative Commons License

CPAbooks Book is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License.

Updates¶

You can subscribe to Youtube channel to receive an instance update about the new videos and pages on this book.

You can follow Twitter channel to get the updates about the book.

About the Author¶

Abdus Stm SENIOR FINANCE & BUSINESS PROFESSIONAL Over 24 years’ rich, cross-cultural experience in Global Multi-Million Dollar organizations with impressive success in Business strategic & financial planning, financial control, accounting functions, ERP Development & Implementations. During his professional and business career have had played various roles such as CEO, ERP Developent Project Manager, General Manager, Finance Manager, Senior officer, Chief Accountant, Managing Director Junior Accountant Financial Advisor and all across State of Qatar, Kingdom of Saudi Arabia, Bangladesh & United Arab Emirates (Abu Dhabi & Dubai) He worked with EMCOR UK (Plc) Qatar, EFS Facilities Services Saudi Arabia, Scholastica Group, Bangladesh, EFS Facilities Services Abu Dhabi, EFS Facilities Services Dubai, Al Ishraf Electrical Contracting LLC, Macrobert Associates FZE & CPAbooks IT Middle East.

Preface¶

The CPAbooks online book covers the implementation best practices and approach to configure the business applications out-of-the-box. With this approach you can configure your CPAbooks online instance or CPAbooks.sh or locally installed CPAbooks on your server.

Page structure¶

Each single page on this book have the real time business case and how that business can be configure with CPAbooks standard features. The page divides in the specific sections, each sections give you enough information to solve the business problem. The major sections as below.

Problem statement¶

The page has a single line problem statement such as “Create my first quotation”, give you brief information about the business situation, where it uses and which business requires to deal with such situation. Most of the problem statement are “how to ..” questions.

Business case¶

This section gives you a real-life business case.

Configuration¶

this sections give you a step-by-step configuration, that help you to fit the real-life business problem in CPAbooks using the standard features. Some of the page give you steps to configure the options.

Video¶

This section gives you a link on the PDF or embedded videos on the online book, that shows you the detailed configuration steps and the steps to execute the business case. You can get access to all the videos used in this book at `Youtube <https://www.youtube.com/channel/UCcKKLlJw18jXPKtPMx7HnoA >`_.

Conventions¶

There are different text styles, that used to differentiate the informations, like Bold text used to name any screen label, menus, or static information available on the screen while Italic text always represents the value.

Images are used to illustrate the confirmation or result, you can understand the topics explain about the which business features and configuration.