CODA 2go screenshots

These screenshots give you a quick overview of the processes within CODA 2go, with explanations of what is happening in each one.

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  1. The home page gives you a snapshot of the business at any time, and you can drill down from your dashboards into the transactions that lie behind them.

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  2. From the Opportunity page you can create an invoice, without having to export the data into a third-party accounting application.

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  3. You can now check, edit, add or remove data to the sales ledger before completing the draft invoice, ready for posting it.

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  4. Once the invoice has been posted you can view, print, email or convert it to a credit note.

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  5. This is an example of a completed PDF invoice generated from CODA 2go. These are straightforward to set up and can include your company logo.

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  6. A credit note can be created from scratch or directly from an invoice, thus saving time and avoiding the need to rekey information into a separate system.

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  7. This is an example of a completed credit note generated from CODA 2go. As with the invoices, these are straightforward to set up and can include your company logo.

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  8. Receipts can be easily entered, with various quick look-up fields and easy selection of payment methods (e.g. cash, check or PayPal) - aiding faster, consistent completion.

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  9. Having made a cash entry you can then directly match your receipt against the invoice with both sets of data brought together for you on a single screen.

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  10. You can use the "Journals" functionality to make adjustments.

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  11. Using the "Transactions" functionality, you can drill down into the individual transaction lines that make up each posting.

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  12. An aged analysis report can be run at any time. This screen enables you to select the filters and accounts required.

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  13. The Aged Analysis Report can be customized to suit your own business requirements.

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  14. These are all available from the "Reports" tab, where you can also create and retrieve your own custom reports. The application comes with a suite of predefined CODA 2go reports.

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  15. Here is an example of one of the predefined reports. All reports can be customized to each user's own requirements.

You can click on the images shown above to see more detail.