Menus and General Setup
Guide to help you use Osmos Cloud ERP modules
On the top right of each module and on top of each table you will find a search box. Here you can type client name, email, quote number, contract number or ...
Tue, 26 Jun, 2018 at 12:51 PM
Use stripe integration to collect payments via credit card. Make sure to use you stripe Secret key. You will be required to open a stripe account in order ...
Tue, 26 Jun, 2018 at 12:54 PM
Only superadmin (person who created the account) can close the account. You can cancel at anytime. Once cancel, the monthly recurring billing will be stoppe...
Tue, 26 Jun, 2018 at 1:07 PM
To upgrade go to Biz Setup / Biz Profile. Select the Upgrade Plan section and select the plan that best suit your business needs. If you have a free plan...
Wed, 27 Jun, 2018 at 10:47 AM
Once logged in go to the top right corner, you should see the word Welcome with your name. Click and select Update profile / IMAP option. From here c...
Tue, 26 Jun, 2018 at 1:13 PM
Once logged in go to the top right corner, you should see the word Welcome with your name. Click and select Update password. Enter you current passwo...
Tue, 26 Jun, 2018 at 1:15 PM
Once logged in you are offered a couple of wizards that guide you and show you around Osmos. We suggest to take these wizards to familiarize yourself with O...
Tue, 26 Jun, 2018 at 1:23 PM
Go to Biz Setup / Biz Profile. Once there you will be offered 8 options. 1) Business Profile: Here you can add your tax number, email, website, logo ...
Tue, 26 Jun, 2018 at 1:32 PM
The accounts can be used to keep track of the money flow in your business. You can use them as dummy accounts for you bank accounts, credit card, account...
Tue, 26 Jun, 2018 at 1:38 PM
Go to Setup / Business Accounts Select the account you want to manually adjust and click on the pencil button in the action column. Select the ad...
Tue, 26 Jun, 2018 at 1:40 PM