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| cats:training:beginnersguide [2019/03/14 16:02] – [Contracts] jen | cats:training:beginnersguide [2022/08/08 18:40] (current) – amanda |
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| ====General Setup==== | ====General Setup==== |
| [[cats:training:gettingstarted|Getting Started With CATS]] - Preparing to use CATS for the first time\\ | [[cats:training:gettingstarted|Getting Started With CATS]] - Preparing to use CATS for the first time.\\ |
| [[cats:training:createcatsshortcut|Create CATS Desktop Shortcut]] - Setting up your computer for CATS\\ | [[cats:training:createcatsshortcut|Create CATS Desktop Shortcut]] - Setting up your computer for CATS.\\ |
| [[cats:procedures:printersetup|Selecting a New Printer in CATS]] - Picking a new printer for a CATS user.\\ | [[cats:procedures:printersetup|Selecting a New Printer in CATS]] - Picking a new printer for a CATS user.\\ |
| [[cats:procedures:homescreen|CATS Home Screen]] - Customize your home screen.\\ | [[cats:procedures:homescreen|CATS Home Screen]] - Customize your home screen.\\ |
| | [[cats:questions:maintenance:keyboardshortcuts|Keyboard Shortcuts]] - Keyboard shortcuts that can be used in CATS.\\ |
| | ====Accounting==== |
| | [[cats:procedures:accounting:chartofaccounts|Setting up the Chart of Accounts]] - Setting up the General Ledger.\\ |
| | [[cats:procedures:accounting:addbank|Creating New Counter-Party Entries]] - Adding a new account. \\ |
| | [[cats:procedures:accounting:transactions:enteringreceipts|Entering Receipts in CATS]] - How to show money received in CATS.\\ |
| ====Contracts==== | ====Contracts==== |
| | [[cats:procedures:contract:addcontract|Contract Entry Tutorial]] - Creating a contract in CATS.\\ |
| [[cats:procedures:codes:terms|Creating Terms and Codes]] - How to enter and modify codes.\\ | [[cats:procedures:codes:terms|Creating Terms and Codes]] - How to enter and modify codes.\\ |
| [[cats:procedures:contract:items|Contract Items]] - Overview of contract items.\\ | [[cats:procedures:contract:items|Contract Items]] - Overview of contract items.\\ |
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| ====Cost Codes==== | ====Cost Codes==== |
| [[cats:procedures:costs:generalcostcodes|General Cost Codes]]\\ | [[cats:procedures:costs:generalcostcodes|General Cost Codes]] - Setting up cost codes and tying them to the General Ledger.\\ |
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| | ====Currencies==== |
| | [[cats:procedures:currencies|Currencies]] - Using multiple currencies in CATS.\\ |
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| ====Invoices==== | ====Invoices==== |
| [[cats:procedures:invoices:inventoryinvoices|How to Create Inventory Invoices]]\\ | [[cats:procedures:invoices:inventoryinvoices|How to Create Inventory Invoices]] - Create inventory invoices.\\ |
| [[cats:procedures:invoices:openinvoicereport|The Open Invoices Report]] | [[cats:procedures:invoices:openinvoicereport|The Open Invoices Report]] - A report listing all invoices that have open balances.\\ |
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| | ====Future Trades==== |
| | [[cats:procedures:futures:addliquidatemovefutures|Working with Futures Trades]] - All about futures trades in CATS.\\ |
| | [[cats:procedures:contract:pricefixingletter|Price-Fixing Letter]] - Creating/Printing a Price-Fixing Letter.\\ |
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| ====Accounting==== | |
| [[cats:procedures:accounting:chartofaccounts|Setting up the Chart of Accounts]]\\ | |
| [[cats:procedures:accounting:addbank|Creating New Counter-Party Entries]] | |
| ====Reports==== | ====Reports==== |
| [[cats:procedures:createareport|Creating a New report in CATS]] | [[cats:procedures:reports:makeareport|Creating and Modifying Reports in CATS]] - How reports work in CATS.\\ |
| | [[cats:procedures:reports:quickopenposition|Open Position Report]] - Quick view for open position report.\\ |
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| | ====Traffic and Location==== |
| | [[cats:procedures:traffic:locscreenoverview|Overview of a Location Screen]]\\ |
| | [[cats:procedures:traffic:orders|Creating Traffic Orders]]\\ |