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easyFS Video Tutorials

Cloud accounting for Philippine businesses: purchases, sales, banking, journals, financial statements and BIR CAS reports. Watch the series from the start, or jump to the topic you need.

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A short presentation of easyFS (accounting and financial management). After watching, follow the tutorial series below: 9 videos, about 24 minutes in total.

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easyFS tutorials

9 videos

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Introduction & Navigation

2:02

easyFS

Introduction

Log in, find your way around the dashboard and menus, and learn the common document buttons: Save, Lock, Unlock, Print, Audit and Close.

System Setup

1:51

easyFS

Initial Setup

Set up the company and branches, the Chart of Accounts, System Tables such as tax types, and user accounts.

Accounting Transactions

4:07

easyFS

Purchases & Payments

Record a purchase from a supplier and pay it: Purchase Request, Purchase Order, Receiving Receipt with 12% input VAT and 2% withholding tax, then Disbursement.

3:59

easyFS

Sales & Receipts

Create a customer, issue a Sales Invoice with output VAT and withholding tax, then record the Collection.

2:05

easyFS

Bank & Cash

Review bank accounts and walk through the Bank Reconciliation screen: deposits, withdrawals, adjustments and the bank book journal.

3:34

easyFS

Journals & Ledger

Post a Journal Voucher, then review the General Journal, the Account Ledger and the Trial Balance.

Financial Reports

2:20

easyFS

Reports

Generate the Balance Sheet and Income Statement, use the Report List, and open the BIR CAS reports such as the Sales Journal.

Other Available Features

1:50

easyFS

Period End

Close a period with Closing Tables, see how closed dates are protected, reopen a period, and review the Audit Trail Log.

2:35

easyFS

Multi-Currency

Set up currencies and exchange rates, issue an invoice in US dollars, and see the journal entries in pesos.

The tutorials use a sample company and test data. Screens and options may differ slightly by version and by the modules your company has enabled. English narration with English captions (turn captions on in the player).

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