ALL MCA CONCEPT SOFTWARE
Knowledge base
Browse the documentation to master your software and all its features
Sales
Customer file management, creation and management of offers and invoices, etc.
Customers
Creation
 New customer
  New customer 
 Import VCard
  Import VCard  
List
Customer list
Customers by photo/business card
Manage customer list
 Advanced Search
  Advanced Search  
 Directory
  Directory  
 Print a list
  Print a list  
 Export a list
  Export a list  
Customer sheet
 Fiche client
 Fiche client 
Donations
Creation
 New donation
  New donation 
List
List of open donations
List of donations processed
 Advanced Search
  Advanced Search  
 Print a list
  Print a list  
 Export a list
  Export a list  
Donation form
Donation form
Orders, etc.
Order form
 About
  About 
Creation
New
 Purchase order (customer
  Purchase order (customer
Subscription
Model
Subscription model
Model
Order form
List
Order form
Open
To be delivered/executed
Delivered/executed
By date
Linked to an invoice
Archived
Warehouse equipment
Open
To be delivered/executed
Delivered/executed
By date
Linked to an invoice
Archived
e-shop
Open
To be delivered/executed
Delivered/executed
By date
Linked to an invoice
Archived
 Advanced Search
  Advanced Search  
 Merchandise return – customer order form
  Merchandise return – customer order form 
 Order cancellation – customer purchase order
  Order cancellation – customer purchase order 
 Delete a purchase order
  Delete a purchase order  
 Directory
  Directory  
 Print a list
  Print a list  
 Export a list
  Export a list  
Order form
Order form
Warehouse equipment sheet
E-shop sheet
Quote
 What is a quotation
  What is a quotation
Creation
New
 Quote
  Quote 
Model
Model
Quote
List
Quote
Open
Attente d’approbation
– out of time
To be delivered/executed
In progress
Delivered/executed
By date
Linked to an invoice
Refused/cancelled
Archived
 Creating a partial invoice
  Creating a partial invoice 
 Advanced Search
  Advanced Search  
 Directory
  Directory  
 Print a list
  Print a list  
 Export a list
  Export a list  
Quotation form
Quotation form
 Create and cash a partial invoice
  Create and cash a partial invoice 
 Generate and cash a partial invoice or deposit
  Generate and cash a partial invoice or deposit 
Worksheet
Creation
New
Worksheet
Subscription
Model
Subscription model
Model
Worksheet
Subscription model
Audit
List
Open
To be delivered/executed
Delivered/executed
By date
Linked to an invoice
Archived
Subscription
Open
In progress
Completed
Generated files
Open
In progress
Completed
 Advanced Search
  Advanced Search  
 Directory
  Directory  
 Print a list
  Print a list  
 Export a list
  Export a list  
Worksheet
Worksheet
Audit sheet
Set-up sheet
Development sheet
 Timesheet  worksheet
  Timesheet  worksheet
Delivery note
Creation
New
 Delivery note
  Delivery note 
Subscription
List
Delivery note
Open
To be delivered/Executed
Delivered/Executed
By date
Linked to an invoice
Archived
 Creating a partial invoice
  Creating a partial invoice 
 Advanced Search
  Advanced Search  
 Advanced Search
  Advanced Search  
 Directory
  Directory  
 Print a list
  Print a list  
 Export a list
  Export a list  
Data sheet  
Delivery note form
Delivery
Creation
List
For delivery
Delivery history
Daily report
Creation
List
Daily report
Data sheet  
Daily report form
Planning
Creation
List
Planning
Data sheet  
Planning sheet
Invoices
Creation
New
 Facture
 Facture 
 Abonnement
 Abonnement 
List
Open
Paid
Waiting for payment
Invoice – out of date
 1er Rappel – hors dĂ©lai
 1er Rappel – hors dĂ©lai 
 2er Rappel – hors dĂ©lai
 2er Rappel – hors dĂ©lai 
 Sommation ​
 Sommation ​
 Gérer les frais de rappel
 Gérer les frais de rappel 
Subscription
Open
In progress
Completed
Generated files
Open
In progress
Completed
 Send an invoice to a service provider (insurance, etc.)
  Send an invoice to a service provider (insurance, etc.) 
 Set reminder (unpaid invoice)
  Set reminder (unpaid invoice) 
 Delete an invoice
  Delete an invoice  
 Advanced Search
  Advanced Search  
 Directory
  Directory  
 Print a list
  Print a list  
 Export a list
  Export a list  
 Envoi groupé par courriel
 Envoi groupé par courriel 
Billing form
Invoice form
Invoice subscription form
Encaissements des factures (Débiteurs)
Creation
Receipts
New
Daily totals
Cheque consolidation
New
List
Receipts
Pending, open invoice
Pending, negative
Pending, positive
Treaty
QR receipts
Ebics camt.054
Importing QR receipts
Untreated
Executed
Wrong
Cheque consolidation
Received
Sent to bank
Cashed
 Advanced Search
  Advanced Search  
 Print a list
  Print a list  
 Export a list
  Export a list  
 Envoi groupé par courriel
 Envoi groupé par courriel 
Cash receipt form
 Fiche encaissement
 Fiche encaissement 
QR payment slip
 Invoice collection: “manual accounting entry” option
  Invoice collection: “manual accounting entry” option 
 Gérer les escomptes sur les factures émises
 Gérer les escomptes sur les factures émises 
Customer credits
Creation
New customer credit
 Customer credit
  Customer credit 
 Creating and cashing a deposit
  Creating and cashing a deposit 
Subscription
List
Return of goods
Open
Validated
Treaty
Credit notes
Open
Validated
Treaty
Down payment
Open
Validated
Treaty
 Advanced Search
  Advanced Search  
 Print a list
  Print a list  
 Export a list
  Export a list  
 Envoi groupé par courriel
 Envoi groupé par courriel 
Customer credits
Merchandise return form
Credit memo sheet
Down payment form
 Repayment of credit notes to third parties
  Repayment of credit notes to third parties 
Statistics
Creation
 Sales statisticsÂ
 Sales statistics  
Reports
Project: Timesheet
List
Import
Creation
 New import
  New import 
 Import invoices again and send them via MediData
  Import invoices again and send them via MediData 
List
Import
Pending
Treated
Import form
Import form
Administration – Sales
Sales parameters (secretariat)
 Invoice and reminder wording and chargesÂ
 Invoice and reminder wording and charges  
 Payment term managementÂ
 Payment term management  
 Title linesÂ
 Title lines  
Title lines: Category
 Discounts and surchagesÂ
 Discounts and surchages  
Quotation: priority – Response – Interest
Customer parameters (secretariat)
 Titres : client
 Titres : client
 Client: CatĂ©gorie – CatĂ©gorie – CatĂ©gorie 2 – CatĂ©gorie 3 – CatĂ©gorie 4
 Client: CatĂ©gorie – CatĂ©gorie – CatĂ©gorie 2 – CatĂ©gorie 3 – CatĂ©gorie 4
Sales parameters (accounting)
 Managing payment methods
  Managing payment methods 
Payment methods: status
 Comptes (vente)
 Comptes (vente) 
Sales parameters (integrator)
Sales parameters
Print settings
Address printing: presentation – printed elements
 Titres: Bon de commande – Devis – Fiche de travail – Bon de livraison – Rapport journalier
 Titres: Bon de commande – Devis – Fiche de travail – Bon de livraison – Rapport journalier
 Titres: Facture
 Titres: Facture 
 Titres: retour marchandises – note de crédit – acompte – bon
 Titres: retour marchandises – note de crédit – acompte – bon 
Choice of labels: Remarks/Remarks (printed) – Remarks 2 – Remarks 3 – Remarks 4 – Remarks 5
Choice of labels: billing address – delivery address
Steps: Order form
Stages: Quote
Steps: Worksheet
Steps: Delivery note
Stages: Daily report
Stages: Invoice
Customer parameters (integrator)
Parameters Person record (customer, supplier, etc.)
Loyalty points
Thresholds
Miscellaneous parameters (integrator)
Cash register settings
 Titres : ticket
 Titres : ticket
E-commerce settings – Accounting – E-commerce: Shipping costs
Settings Customer area
