ALL MCA CONCEPT SOFTWARE
Knowledge base
Browse the documentation to master your software and all its features
Administration
Account and user management, appearance and accessibility, banking relations, etc.
Users
Note on user access 5
Add a user 5
Creating a user profile (access rights) 5
Deleting a user profile 5
Changing password 5
Resetting password (forgotten password) 5
Banking Relations
Adding a banking relationship 5
Adding and setting up a bank account 5
EBICS bank request 5
Other settings
Adding general company parameters 5
Creating and assigning a function (contact) 5
Defining titles of courtesy (politeness) 5
Creating a predefined discount/surcharge 5
General features
Import, export, directories and other basic actions or concepts
About directories 5
Export to CSV or Excel 5
Import or update data via an Excel file (products, employees, etc.) 5
Gérer les contacts à double (doublons) 5
Providers
Versicherungen, Fahrzeuge, CCT etc.
About providers 5
Eine Rechnung an einen Dienstleister (Versicherung etc.) senden 5
Sales
Management of customer files, creation and management of offers and invoices, etc.
Customers
Creating a customer category level 5
Renaming a customer category level 5
Create a customer category 5
Create a client 5
Linking a contact to a customer record 5
Adding an additional address in a customer record 5
Donations
Creating a new donation 5
Quotes, orders, etc.
Creating a quote 5
Creating a customer order form 5
Creating a delivery note 5
Returned goods – customer order form 5
Order cancellation – customer order form 5
Linking a person to a tender (manager, works manager, etc.) 5
About the work report 5
Invoices
About product lines in invoice creation 5
Create an invoice 5
Create a subscription (recurring invoice) 5
Bodywork specific | Add insurance address to an invoice (third party payer) 5
Creating and collecting a partial invoice 5
Creating and collecting a deposit 5
Setting up a reminder (unpaid invoice) 5
Collection
Collecting an invoice 5
Encaissement de facture : option « écriture comptable manuelle » 5
Customer credits
Generate and collect a partial invoice or a deposit 5
Create a credit note (debtor or creditor) 5
Repayment of credit note to third parties 5
Purchases
Supplier and product management
Products
Creating and configuring a product 5
Creating a product category level 5
Renaming a product category level 5
Create a product category 5
Adding additional prices to a product 5
Add a unit of measurement for products 5
Catalogue: adding or archiving a product 5
Suppliers
Creating a supplier category level 5
Renaming a supplier category level 5
Create a supplier category 5
Create a supplier 5
Setting up a supplier file 5
Making a supplier payment 5
Orders
Creating a supplier purchase order 5
Creating a supplier quote (invitation to tender) 5
Supplier credits
Create a credit note (debtor or creditor) 5
Repayment of credit note to third parties 5
HR
Management of employees, wages, holidays, etc.
General
Social insurance contributions 5
Working time and holidays
About public holidays 5
About TimeSheet 5
Wages and employees
Creating an employee 5
Setting up an employee record 5
Creating a salary base 5
Setting up withholding tax for an employee 5
Adjusting a salary (surplus) 5
Accounting
Accounting, banking, etc.
Accounting periods
About the journal entries 5
Creating or modifying an account group 5
Deleting a group of accounts 5
Creating an account in the chart of accounts 5
Closing an accounting period 5
Entering opening balances 5
Transfer cash balance to private direct debit account 5
Extracting the general ledger from the accounts 5
Entering budgets 5
Printing a chart of accounts 5
About cost accounting 5
Payments, amortization
Make a payment for goods (recorded in inventory) 5
Accounting for payments, fees and discounts 5
Create an amortization 5
Create a group payment 5
Accessing the creditor or debtor settlement at an earlier date 5
Banking Relations
Setting up an EBICS connection 5
CRM
Lead management, task tracking, time stamping with the timesheet, etc.
Timesheet
About TimeSheet 5
Prospects
Creating a prospect 5
Text templates and layouts
Reminders, signatures, e-mail for quotes, invoices, etc.
Creating a text template (reminder, politeness, etc.) 5
Cash register
Product management, ticket accounting, etc.
Overall view of the cash register 5
Setting up the cash register 5
Operation of the fund 5
Opening and closing of cash registers 5
Daily settlement 5
Webservices and devices
Integration of the software with third-party applications, machines, etc.
WordPress – Woocommerce
Connection between the software and Woocommerce – the basics 5
EBICS
Setting up an EBICS connection 5
MediData
Giving access to your MediData console to a technician 5
Importing invoices and sending them via MediData 5
PayEye
Processing an invoice with PayEye 5
TimeMoto
Setting up a TimeMoto time clock 5
Guide terminology
For example, to create a patient or member, you will need to refer to the “Creating a Client” guide. Although the terms vary, the approaches remain the same.
In addition, different actions may refer to the same procedure. In these cases, there is only one guide to explain the procedure. For example, whether you want to create a supplier or a customer, the creation procedure is the same. This is why the link “Create a supplier” refers you to the “Create a customer” guide.
When reading, you will have to readjust the terms to suit your own system.
A note on this knowledge base
As the manual is still under development, you may not find the answer to your question. If you would like a guide to a certain procedure to be put online, use the contact page to make your request. Your suggestions will help us to expand this knowledge base to offer you the best possible support.