Viindoo docs
  • User Documentation
    • Getting Started with Viindoo system
      • System Settings
        • Steps to create Viindoo Instance
        • Sign-in with Google Authentication
        • Concepts, terms and objects used in Viindoo Instance
        • Setting Apps and Modules
        • Installing & Using multilingual guidelines
        • How to set Mail server for Sending/Receiving emails in Viindoo
        • Email Message Route Management
        • Activating Developer Mode (debug mode)
        • Create new Ticket for Viindoo Support Team
      • Manage Companies
        • Setting up for company and multi-company
        • Apply multi-branch on Viindoo software
      • Manage Users
        • User account setting and management
        • Advance Access setting up for User account
        • User account privacy setting
      • Products in Viindoo system
        • Managing Product Categories
        • Steps to create a new product
        • Using Product variants in Viindoo
        • Auto-upload product images from Google
      • Guiding to Import and Export Data
      • Views and Reports
      • Filter, Groups and Search use cases
      • Communication and Collaboration in Viindoo
      • How to configure Email Templates in Viindoo
      • External Apps Integration
        • Integrating with Google Drive
        • Two-factor authentication
    • Productivity
      • Discuss
        • Set up and classify the notifications in Viindoo Discuss
        • Effective Communication with Viindoo Discuss
        • Organize an online meeting in Viindoo
      • Calendar
        • How to install and configure Viindoo Calendar app
        • How to book a meeting in Viindoo
        • Synchronization with Outlook’s Calendar
        • Synchronization with Google’s Calendar
      • Notes
        • How to use Notes
      • Schedule activities
      • Contact
        • Overview and configuration in Viindoo Contact
        • Create a new Contact in Viindoo
        • Handling duplicate contacts in Viindoo
      • Zalo OA
        • Getting Started with Zalo OA
        • Setup and Operation
          • Configure Zalo OA
          • Manage Zalo Partner Links
          • Monitor and Troubleshoot Zalo
        • Customer Conversations
          • Reply to Zalo OA Messages
          • Create and Manage ZBS Message Templates (Admin/IT)
          • Send ZBS Message Templates from Sales Orders
          • Send Payment Request Messages via Zalo from Invoices
          • Update Helpdesk Tickets via Zalo
          • Create Quotations Directly from Zalo Chat
        • Extend Customer Channels
          • Log In to Portal with Zalo
          • Zalo Chat Button on Website
      • Viindoo AI
        • Get started with Viindoo AI
        • Connect AI vendors and choose data location
        • Spend limits, usage and audit
        • Use the AI assistant
        • Teach the AI assistant
        • External tools and feedback
        • Advanced configuration
      • Viindoo Brain
        • Find your way around Brain
        • Read, create and edit pages
        • Search the wiki
        • Submit and approve page changes
        • Own and verify a page
        • Delete, restore and archive pages
        • Share a page with people inside and outside
        • Print and use Markdown files
        • Set up Spaces, templates and access
        • Watch the health of the wiki
        • Use the AI assistant in Brain
        • Review AI changes and set up the wiki
    • Operation
      • Approval
        • Approval Overview
        • Manage Approval Types
        • Manage Approval Requests
        • Manage Procurement Approval
      • Document
        • Getting started with the Documents app in Viindoo
        • Create and authorize document workspaces
        • Categorize documents with tags
        • Upload documents to Viindoo
        • How to share documents in Viindoo
        • Document approval
        • The status of the document
        • How to search document in Viindoo
      • OKR
        • Getting started with OKR App
        • Set up the OKR hierarchy structure
        • Manage the process and measure the result of OKR
        • Use the Project app for OKR planning
      • Fleet
        • Getting Started with Fleet
        • Vehicle Management
        • Revenue and Operational Cost Management
        • Schedule and Planning Vehicle Management
        • Shipment Scheduling
        • Vehicles Management Reports
      • Estimate
        • Estimate Overview
        • Estimates Management
        • Applying Estimation in the quotation process
        • Applying Estimation on Project Management and Excecution
    • Sales Management
      • CRM
        • CRM App Overview
          • Getting started with CRM in Viindoo
          • Overview of the user interface in CRM
        • Manage Sales Teams and Sales Regions
          • Establish Sales Teams and Sales Regions
        • Acquire leads
          • Steps to record Leads
          • Generate Lead/Opportunity from emails
          • Generate Lead/Opportunity from your website Contact page
          • Generate Lead/Opportunity from LiveChat
          • Generate Lead/Opportunity from Social Marketing
        • Organize the pipeline
          • Get Organized and Planning for customer care activities
          • Convert Lead into Opportunity and assign to person in charge
          • Create quotations and send them to the customer
          • Manage lost Lead/Opportunity
        • Analyze performance
          • CRM Report on Lead/Opportunity Annalysis
          • Lead/Opportunity Analysis with Sankey Chart
      • Sales
        • Sales App Overview
          • Introduction of Sales in Viindoo
          • User interface overview of Sales
        • Sales Team
          • Establish Sales Teams and Sales Regions
          • Sales Target Management
        • Manage the Sales Taxes in Viindoo
          • Setting up and Using default Taxes on Sales
          • Steps to setup Fiscal Position (Taxes and Accounts)
          • Taxes and tax rules configuration
          • Manage the price including or excluding taxes
        • Manage your pricing
          • Manage multiple prices per product
          • Pricelists: Manage advance price rules
          • Selling in foreign currencies price
        • Manage Sales Subscription
          • Getting started with Subscription
          • Configuring recurrence for subscription order on Viindoo
          • How to create a sales order for subscription products
          • Purchasing and tracking subscription orders by customers
          • Subscription Analysis Report
        • Send quotations
          • How to create Sales Quotation and Sales Order
          • Applying Estimation in the quotation process
          • Designing Quotation Template for fast and efficient sales process
          • Setting up the validity period for quotation
          • Manage invoicing address and delivery address in Sales
          • Activate E-Sign feature to confirm order
          • Activate online payment in Viindoo
          • Add Optional Products in Sales Order
          • Activate Terms and Conditions in Sales
        • Invoicing Method
          • Invoice based on delivered or ordered quantities
          • Down payment in Viindoo Sales
          • How Pro-forma invoice works in Viindoo
          • Invoice based on timing of service provision
          • Invoice based on project milestone
          • Re-invoice expenses to customers
        • Gift
          • Set up Discount & Loyalty programs
          • Apply Promotion and Discount Codes programs
          • Apply Coupon and Next Order Coupon Program
          • Apply Loyalty Card and Buy X Get Y Program
          • Apply Gift cards & eWallet
        • Shipping Method
          • Configure delivery methods
        • Payment for Sales orders
          • Advanced features related to payment
        • Advanced Topics
          • Granting Portal access to customers
          • Product Margins Management
        • Sales Reports
          • Sales Analysis Reports
          • Sales Analysis with Sankey Chart
      • Point of Sale
        • Point of Sale App Overview
          • Overviews of Point of Sale in Viindoo
          • Product and Product categories in Point of Sale
          • Manage PoS process in Viindoo
          • How to register a new customer in POS
        • Shop Features
          • Steps for Cashiers to log in to PoS shop
          • Advanced Cash Control: Setting up and Managing
          • Steps to activate Cash Rounding in PoS
          • Manage PoS Bill
          • Invoice from the Point of Sale interface
          • Good Returns in Viindoo PoS
        • Restaurant Features
          • Restaurant Reservation Management
          • Using Fiscal Position in Point of Sale (PoS)
          • Printing PoS orders at the kitchen/bar
          • Applying bonus amount on payment
          • Steps to split bills in Viindoo PoS
        • Pricing Features
          • Guideline to set up Pricelists in PoS
          • How to apply discount
          • Steps to set up Loyalty Program
          • Apply Promotion and Discount Codes programs
          • Apply Coupon and Next Order Coupon Program
          • Apply Loyalty Card and Buy X Get Y Program
          • How to set up Promotion Vouchers in POS
          • Payment with Vantiv payment terminal in POS
        • IoT Integration
          • IoT integration for Point Of Sale
          • IoT integration for Restaurants and Bar
        • POS Accountant
          • Invoice from the Point of Sale interface
          • Using Fiscal Position in Point of Sale (PoS)
          • Steps to activate Cash Rounding in PoS
          • Issue E-invoice from POS
      • eCommerce
        • Getting Started with eCommerce
          • Overviews of eCommerce in Viindoo
          • Steps to design, customize your Shop in Viindoo
        • Manage the products in eCommerce
          • Create and manage eCommerce product categories on the website
          • eCommerce products
          • How to add product images or videos on an eCommerce website
          • Manage stock of the published products on eCommerce website
        • Invoicing and payment in eCommerce
          • Issue invoices for the online paid sale orders
          • How the Customers check their account information on eCommerce website
        • Maximize your revenue
          • Upselling with alternative products
          • Cross-selling with customized products or accessories
          • Enable comments and product rating on website
          • Multiple customer pricelists for website
          • Apply Promotion and Discount Codes programs
          • Apply Coupon and Next Order Coupon Program
          • Apply Loyalty Card and Buy X Get Y Program
      • Marketplace
        • Overviews of Marketplace in Viindoo
        • Marketplace management
          • Managing objects on a Marketplace
          • Managing merchant product categories and products on a Marketplace
        • Intergrated with E-commerce
          • Merchants operate on a Marketplace
          • The purchasing process on a Marketplace
        • Accounting for Marketplace
          • On-behalf payments on a Marketplace
          • Intergrated with Payment gateways
          • E-wallet of the Marketplace
        • Reports of the Marketplace
      • Vouchers
        • Overview and Configuration in Viindoo Vouchers app
        • Steps to Issue Vouchers
        • Using Promotion Vouchers
      • Rental
        • Introduction to Viindoo Rental app
        • Rental Product Management
          • Rental Product Configuration
          • Manage rental product pricing
        • Rental Orders Management
          • How to create Rental Orders
          • Manage the process of delivery and swap of rental products
        • Rental Reports
          • Rental Report Overview
    • Services
      • Project
        • Overview and configuration of the Project application in Viindoo
        • Guideline to basic features of Viindoo Project
        • Guideline to timesheet in the project
        • Setting advanced features of Viindoo Project
        • Manage personal/private tasks in Viindoo
        • Manage your project progress in Viindoo
        • Record project revenue (Integrated with Sales, Accounting)
        • Record project cost (Integrated with Expenses, Timesheets, Accounting)
        • Project support requests handling tools (Integrated with Helpdesk)
        • Project management with Scrum framework
          • Project planning with Scrum framework
          • Project implementation with Scrum
          • Project reviews & retrospectives
          • Reporting on Project efficiency
      • Timesheets
        • What to know to start with Viindoo Timesheet
        • How to create Timesheets from other apps
        • Guideline to analyze employees’ effective hours
      • Helpdesk
        • Overview of Helpdesk in Viindoo
        • Initial Configuration of the Helpdesk app
        • Guidance for Ticket management
        • Steps to integrate other applications with Helpdesk
      • Stringee
        • Overview of Stringee VoIP in Viindoo
        • Stringee integration configuration in Viindoo
        • Stringee operation in Viindoo
      • Appointment
        • Overview of the Appointments App in Viindoo
        • Get started with Appointments management
        • Appointment scheduling in customer service
        • Receive and manage appointments
        • Appointment Analysis Report
      • Maintenance
        • Activation and Access rights
        • Configuration of Maintenance Teams, Equipment Categories and Maintenance Stages
        • Manage Equipments
        • Auto-create equipment when receiving products
        • How to plan for maintenance and manage maintenance requests
        • Maintenance Reporting
      • Repairs
        • How to install and set up Repairs app
        • Repair orders Management
          • Create repair order
          • Repairing at an internal location
          • Repairing at customer’s location
          • Create Repair orders from Warranty claim
          • Create Repair orders from Maintenance request
        • Reporting
      • Warranty
        • Overview of Viindoo Warranty app
        • Set up and manage the warranty information of the products
        • Warranty management
        • Warranty reports
    • Websites
      • Website
        • Get started with Website Builder in Viindoo: overview and configuration
        • Build a website from an existing theme with Viindoo
        • How to create and design a new webpage on your Website
        • Publish
          • How to use your own domain name
          • How to point Viindoo system IP to your own domain name
          • How to setup a multi-language website
          • How to manage multiple websites
        • Optimize
          • How to do Search Engine Optimization (SEO) in Viindoo
          • How to connect your website with Google Analytics
          • How to track your website’s traffic with Plausible
          • How to track your clicks and visitors with Link Trackers
          • How to integrate with free image library at Unsplash
          • How to Auto Translate Website Content
      • Live Chat
        • Introduction to Live Chat in Viindoo
        • Live Chat ratings
        • Efficiently support your customer with Chatbots
        • Efficiently support your customer with commands and canned responses
      • Blogs
        • Installation and general settings of Blogs module
        • Create and publish blog posts
      • Forum
        • Overview of the Forum app in Viindoo
        • Set up the basic forum features
        • Create and manage Forum
        • Using Forum on your website
      • E-learning
        • Get started with eLearning in Viindoo: overview and configuration
        • How to manage your e-Learning courses
        • Assessments and Certifications in Elearning
        • E-learning community
      • Event
        • Get started with Events in Viindoo: Overview and Configuration
        • How to organize your events professionally
        • Event sponsors management
        • Create an online meeting room in the event
        • How to sell event tickets
        • How to sell booths in the event
        • How to track your event attendees
        • How to track and manage your talks
        • Use quizzes in the talk
        • Extended features
          • Create new leads/opportunities through event
          • Organize eLearning courses using event
        • Event report in Viindoo
    • Marketing
      • Social Marketing
        • Getting started with Social Marketing in Viindoo: overview and configuration
        • Integration Social Marketing with social media pages
        • Create articles on social media
        • Manage post on social media
        • Generate Lead/Opportunity from Social Marketing
      • Email Marketing
        • Get started with Email Marketing in Viindoo: overview and configuration
        • How to manage your mailing lists
        • How to run a successful Email Marketing campaign with Viindoo
        • Manage your blacklist and unsubcriptions
      • Surveys
        • Getting started with Survey
        • How to create and manage online surveys
        • Create questions in a Survey
        • Set time limit and Create live survey sessions
        • How to use Question bank
      • Affiliate
        • Getting Started with Affiliate
          • Introduction to Viindoo Affiliate
        • Affiliate programs management
          • Setting up Revenue-based Affiliate program
          • Setting up Referral Commission Programs
          • Setting up Multi-level Affiliate programs
          • Manage affiliate network
          • Affilate reports
        • Activities of Affiliate Partners on the website
          • How to sign up as an affiliate
          • How to create and share affiliate links
          • Affiliate manage the commissions
          • Manage sales commissions on subsequent order
          • Performance analysis
    • Supply chain
      • Inventory
        • Overview & Configuration
          • Getting started with Inventory in Viindoo
          • Overview of user interface in Inventory
        • Warehouse Management
          • Product Management in Inventory App
            • Activate different units of measure
            • How to use different Units of Measure, Packages, or Packaging
            • All about replenishment rules: Make to Orders, Minimum stock and more
            • Optimizing Inventory Management by MTS in Viindoo
          • Warehouses
            • Difference between Warehouses and Locations
            • How to create Warehouses and Locations
            • How to excute the internal replenishment in Viindoo
          • Incoming Shipments
            • Choose the right inventory flow to handle your receipts
            • Receipt with One step flow: Receive
            • Receipt with Two-step flow: Input and Stock
            • Receipt with Three-step flow: Input, Quality check, and Stock
          • Delivery Orders
            • Choose the right inventory flow to handle your delivery
            • Delivery with One step flow: Shipping
            • Delivery with Two-step flow: Pick and Ship
            • Delivery with Three-step flow: Pick, Pack and Ship
            • Delivery directly from Suppliers to Customers (Drop-Ship)
          • Miscellaneous Operations
            • How to process an Inventory Adjustment
            • How to manage Consignment products
            • How to use Batch transfers and Wave transfers
            • How to use backdate stock transfers
            • How to do the Return processing
          • Receipt Plan
            • Understanding the Scheduled Delivery Date computation
          • Lots and Serial Numbers
            • Difference between lots and serial numbers
            • Track your products with serial numbers
            • Track your products with lots
            • Product expiration dates
          • Inventory Valuation Methods
            • How the inventory valuation works in Viindoo
            • How to manage landed cost
            • Using average price valuation for returned goods
        • Shipping
          • Configure delivery methods
          • Steps to invoice shipping cost to customers
        • Advanced Routes
          • Understanding Pull/Push rules in supply routes
          • Manage inter-warehouse transfers
          • How to organize cross-docking in a warehouse
          • How to configure putaway rules in a warehouse
          • Optimize warehouse management with storage categories in Viindoo
          • Understanding removal strategies
        • Barcode
          • Barcode scanner integration
        • Inventory Reports
          • Real-time stock reports
          • Stock reports according to the law of Vietnam
          • How to understand the Product Forecase Report
      • Foreign Trade
        • Getting Started with Foreign Trade
        • Configuration taxes on import/export
        • Import Process in Viindoo
        • Exports Process in Viindoo
        • Import-Export Tax Reports
      • Manufacturing
        • Manufacturing App Overview
          • Introduction to Manufacturing in Viindoo
        • Product Management in Manufacturing App
          • How to create bills of materials
          • Application of BoMs in Viindoo Sales
          • How to manage BoMs for product variants
          • Manage Semi-Finished Product in Manufacturing process
          • Finished Goods Packaging in Manufacturing
        • Manufacturing Process Management
          • Manage Manufacturing process in Viindoo
          • Manage Loss components in Manufacturing
          • Manage By-products in Manufacturing
          • Create and use Alternative Work Centers
          • Introduction to Subcontracting in Viindoo
          • Manage subcontracts in the manufacturing process
          • Approving Subcontracting request
          • The Subcontracting Settlements and Reports
          • Steps to configure unbuild orders in Viindoo
          • Steps to configure scrap orders in Viindoo
        • Manufacturing Plan
          • How to use the master production schedule in Viindoo
          • Make-to-Order (MTO) production planning
          • Make-to-Order (MTO) production planning - Advanced
          • Manufacturing plans with Make to Stocks (MTS) rules in Viindoo
          • Apply Make to Stock for Production on Order in Viindoo
        • Manufacturing Reports
          • How to understand manufacturing reports
          • Manufacturing report in Gantt
      • Purchase Management
        • Purchase App Overview
          • Introduction of Purchase in Viindoo
          • User interface overview of Purchase in Viindoo
        • Product Management in Purchase App
          • How to avoid supply chain disruption with reordering rules
          • Setting up Purchase unit of measure
          • Setting up product price list by vendor
        • Purchase Process Management
          • Manage Procurement Approval
          • How to create a Purchase Order
          • Purchase Agreement - Blanket orders
          • Purchase Agreement - Call for Tenders
          • Vendor Bills Control
          • Bulk Vendor bills creation
        • Payment for Purchase orders
          • Advance Payment process for purchase order
        • Purchase Reports
          • Real time visualized Purchase Analysis
      • Product Lifecycle
        • Product Lifecycle Management App Overview
          • Introduction to Product Lifecycle in Viindoo
          • Initial Configuration for Product Lifecycle
        • Engineering Change Orders
          • Apply Engineering change order on BOM
        • ECO Report
          • Understand ECO reports
      • Quality Management
        • Getting started with Viindoo Quality
        • Create Control point and Quality Check
        • Create Quality Alerts
        • How to integrate Quality Control with Manufacturing orders
        • How to Integrate Quality Control with Transfers
      • Freight Forwarding Management
        • Overview
          • Freight Forwarding in Viindoo: solution map and modules
          • Decide how a shipment starts: order or shipment
        • Dashboard and Reports
          • Read the freight dashboard
          • Analyze shipments and profit by customer and salesperson
        • Transport Modes
          • Sea Freight
            • Export a full container load by sea
            • Import a full container load by sea
            • Consolidate LCL export shipments under a master
            • Deconsolidate an LCL import master into house shipments
          • Air Freight
            • Export by air under a direct airway bill
            • Import a shipment by air
          • Air Consolidation (LCAF)
            • Consolidate air export shipments into one MAWB
            • Deconsolidate an air import MAWB into house shipments
          • Road Freight
            • Ship cross-border by truck: export
            • Ship cross-border by truck: import
        • Shipment Operations
          • Booking
            • Book carrier space for a shipment leg
          • Cargo & Packages
            • Declare cargo, packages and containers
          • Container Execution Milestones
            • Track container milestones from empty pickup to return
            • Track LCL package milestones
          • VGM (Verified Gross Mass)
            • Submit the container’s Verified Gross Mass (VGM)
          • Rollover / Not Loaded (Container Exception)
            • Handle rolled-over and not-loaded containers
          • Tracking
            • Log tracking updates and notify the customer
        • Documents
          • Document Management
            • Issue an HBL or send an Arrival Notice
          • Document Requests
            • Request documents and prepare the SI and draft B/L
          • AI Document Parsing
            • Fill a booking or shipment from a document with AI
            • Set up AI providers and freight document templates
        • Commercial
          • Rate Management
            • Maintain carrier rates and vessel schedules
          • Freight Quotation
            • Quote a full container load for sea export
            • Quote several container types in one FCL shipment
            • Quote an LCL shipment by volume and weight
            • Keep a sales order and its shipment in sync
          • Subcontract Booking
            • Buy subcontracted services with purchase orders
          • Charges & Shipment Profitability
            • Record charges, invoice the customer, and bill vendors
            • Send a debit note for shipment charges
          • On-Behalf Payments
            • Track on-behalf payments for customers
        • Projects & Customers
          • Freight Project & Tasks
            • Run shipment tasks in a project
          • Customer Tracking Portal
            • Let customers track shipments on the portal
          • Gantt Planning
            • Plan shipment tasks on a Gantt chart
        • Freight forwarding glossary
        • Configuration
          • Grant freight access by role
          • Turn on freight features in Settings
          • Set up master data in the right order
          • Set up carriers, agents, ports, airports and border crossings
          • Set up HS codes, dangerous goods, cargo types and Incoterms
          • Configure shipment stages, types, tags, package and truck types
          • Set up freight services and local charges
          • Define routes and generate freight products from them
          • Start a shipment from a template
          • Generate cargo and packages from a cargo template
        • Finance
          • Charges & Shipment Profitability
            • Record charges, invoice the customer, and bill vendors
            • Send a debit note for shipment charges
          • Cost Allocation
            • Allocate shared master costs to house shipments
          • On-Behalf Payments
            • Track on-behalf payments for customers
    • Finance
      • Accounting and Invoicing
        • Accounting App Overview
          • Main concepts of Accounting and Invoicing in Viindoo
          • How to configure Viindoo Accounting and Invoicing before using
          • Chart of Accounts
          • Create an accounting journal entry
          • Import opening balance
            • Steps to import opening balance
            • Steps to import opening balance for Asset
        • Account Receivables
          • Process of customer invoicing, payment and reconciliation
          • Customer Invoices
            • Initial Configurations for Customer Invoices
              • Configure Cash Rounding method
              • Configure Payment Terms
              • Process a cash discount
            • Steps to create customer invoices
            • How to use Credit Notes in Viindoo Accounting
            • How to apply cut-off in Viindoo Accounting
          • Customer Payments
            • How to record customer payments
            • Set up Payment Service Providers in Viindoo
            • Online payment activation and usage
            • How to make a payment with Momo
            • How to make a payment with NganLuong
            • How to make a payment with Paypal
            • How to make a payment with VNPay
            • How to make a payment with Zalopay
            • How to make a payment with EMV QR Code
        • Account Payables
          • Process of vendor invoicing, payment and reconciliation
          • Vendor Bills
            • Vendor Bills Management
            • How to create Purchase Receipts
            • How to refund in Viindoo Accounting
            • How to apply cut-off in Viindoo Accounting
          • Vendor Payments
            • Pay various distinctive bills at the same time
        • Taxation
          • Taxes and tax rules configuration
          • Default Taxes
          • Steps to setup Fiscal Position (Taxes and Accounts)
          • Manage Retention Taxes
          • Manage taxes in a cash basis taxpayer
          • Tax reports using tax grids
          • Manage the price including or excluding taxes
          • Performing Tax Operations in Viindoo
        • Bank & Cash
          • Initial Configurations for Bank & Cash
            • Configure Bank Accounts
          • Bank Transactions
            • Transfer between internal bank accounts
            • Transfer between Bank account and Cash on hand
            • Time deposit transactions
          • Bank Reconciliation & Cash fund
            • Manage Bank Statements
            • Steps in the bank reconciliation process
            • Reconciliation models in Viindoo Accounting
            • Cash on hand management
            • Foreign currencies management
        • Loan Management
          • Loan Management Overview
          • Borrowing Management
          • Lending Management
          • Loan Management Reports
        • Multi-currencies
          • How to configure a multi-currencies system
          • Manage invoices and make a payment in a multi-currencies system
          • Automatically recording the exchange rate difference
        • Assets
          • Configure charts of accounts and depreciation method for Assets Category
          • Manually create an Asset in Viindoo
          • Buying and stocking assets
          • Depreciation of Fixed Assets
          • Asset disposal
          • Asset liquidation
          • Asset Revaluation
        • Payroll accounting
          • Initial Configurations for Payroll Accounting
            • Accounting configuration for salary rules
          • Payment & Reconciliation
            • Salary and the deductions payments
            • Salary reconciliation
        • Accounting for Inventory
          • Accounting for landed cost
          • Accounting for Stock Valuation
          • Accounting for Inventory Adjustment
          • Accounting for Inventory Scrap
          • Configure inventory accounting for multi-companies
          • Adjust Product Cost After Receiving Inventory
        • Accounting for Manufacturing
          • Production costs configuration
          • Accounting for direct materials cost
          • Standard production costs for work centers
          • Accounting for general production costs
          • Cost accumulation and product cost report
          • Accounting for Subcontracting Goods Valuation
        • General Accounting
          • Offsetting Debts
          • Manage Unearned Allocation
        • Accounting Reports
          • Fiscal Year Closing
            • Define your Fiscal Years
            • Balance carrying forward
            • Closing a fiscal year in Viindoo
          • Financial Statements
            • Accounting reports available in Viindoo
            • Reports according to Vietnam Accounting Standard
            • How to exclude journal items from Financial Reports
            • Visual Accounting Analysis (with Pivot and Graph)
        • Fiscal Localizations
          • Fiscal Localization Packages
          • List of supported countries
          • Issue e-invoice by integrating Viindoo with Viettel’s S-Invoice service
          • Issue e-invoice by integrating Viindoo with VN-Invoice service
          • E-invoicing in Viindoo Accounting
          • Issue e-invoice by integrating Viindoo with Misa’s MeInvoice
      • Analytic
        • Analytic account in Viindoo
        • Creating Default Analytic Account
        • Track employee costs in project management
        • Expenses and revenue management in Viindoo Accounting
        • Budget Management
        • Analytic Plans in Viindoo
        • Unlock Financial Insights: Analyze Revenue and Costs by Sales Orders
      • Employee Expenses
        • User interface overview Employee Expenses
        • Employee Expenses Process
        • Employee Expense Report
      • Employee Advance
        • Getting started with Employee Advance in Viindoo
        • Employee Advance Process
        • Employee advance reconcile
    • Human Resources
      • Recruitment
        • Recruitment App Overview
          • Getting started with Recruitment in Viindoo
        • Initial Configurations in Recruitment App
          • Departments
          • Job positions
          • Source of applicants
        • Recruitment approval
          • How to create a Recruitment request
        • Recruitment Process Management
          • Publish recruitment post
          • Create new applicants
          • Communicate with applicants and internal approval
          • Application goes through recruitment stages
        • Recruitment Reports
          • Recruitment Analysis Reports
      • Employee
        • Employee App Overview
          • Getting Started with Employee
        • Initial Configurations in Employees App
          • Departments
          • Job positions
          • Working hours
          • How to link Employees and Users
          • Employee document type
          • Activity planning
        • Employee Management
          • Create new employee
          • Create employee documents
          • Create labour contract
          • Staff seniority management
          • Employee Transfers in Viindoo
        • Register Departure
          • Archive employee
          • Contract Expiry
      • HR Skills Framework
        • HR Skills Framework App Overview
          • Getting Started with HR Skills Framework
        • HR Skills Framework Management
          • Building a HR Skills Framework
          • HR Skills Framework Management
          • Applying HR Skills Framework in Recruitment
        • Reports
          • Employee Skills Report
      • Attendances
        • Attendances App Overview
          • Getting started with Attendances in Viindoo
        • Attendances Management Process
          • Biometric attendance device intergration
          • Biometric attendance device intergration using ICloud ADMS Protocol
          • Link Attendance device users with employees in Viindoo system
          • Installing time attendance machine integrated with the software
          • Manage attendance data
          • Check-in/check-out management based on the work schedule
        • Attendance Reports
          • Attendance Analysis Reports
      • Payroll
        • Getting started with Viindoo Payroll app
        • Initial Configurations for Payroll App
          • Salary Rules and Salary Rule Categories
          • Salary Structures and Salary Structure Type
          • Personal tax rules
          • Contribution Register and Contribution Register Categories
          • HR Advantage Templates
          • Salary Cycle
        • Payslips
          • Create Payslips
          • Create Payslips Batches
          • Inputs Salary
        • Payroll Contribution
          • Payroll Contribution Register: Insurances
          • Payroll Contribution Register: Labor Union
          • Payroll Contribution Register: Other cases
        • Payroll Reports
          • Payroll Analysis
          • Payroll Contribution History
          • Personal Income Tax Analysis
      • Time off
        • What to know to start with Time off?
        • Overview Interface in Time off
        • How to create Time off Types?
        • Configure Accrual Allocation Time off
        • How to create Time off Allocation?
        • Automatic Annual Leave Allocation Application in Viindoo
        • How to create a Time off request?
        • How to adjust a Time off request
        • Track and manage Time off reports
      • Overtime
        • Overview and Configuration of Viindoo Overtime
        • Make Overtime Approval Requests
        • Make Overtime Plans
        • Overtime to Compensatory Time Off Workflow
        • Calculating overtime salary
        • Overtime Reports
      • Work entries
        • Work Entries Overview
        • Work Entries Management
          • Create and manage work entries
          • Resolve work entry conflict
        • Work Entries Usage
          • The use of work entries in payslips generation
    • Viindoo Customizer
      • Introduce about fields, widgets and views
      • Customize the existing interface
      • Create a new apps and models
      • The access rights in Viindoo customizer
      • Automated actions (automations)
      • Customize the PDF reports
    • Internet Of Things
      • Managing The IoT Box
        • Getting started with Internet Of Things in Viindoo
        • Connect The IoT Box
      • IoT Integration
        • IoT integration for Point Of Sale
        • IoT integration for Restaurants and Bar
  • Database Management
    • Viindoo Portal
      • Business Nature on Viindoo Portal
    • SaaS Subscription
      • Switch Subscription plan
      • Change number of users
      • Payment and Invocie
      • Manage invoice information
      • Cancel Subscription plan
    • Viindoo Instance
      • Backup system data
      • Version Upgrade
        • Test and accept a Viindoo version upgrade (UAT)
  • Technical Documentation
    • Initial Configurations for Odoo development environment
      • Odoo development environment configurations
    • Odoo developement - Getting started
      • Buidling a Odoo Module
      • Odoo ORM Basic
      • Odoo ORM Advanced
    • Odoo Development
      • Odoo development environment settings
      • Managing Odoo Server Instances
      • Creating Odoo Add-On Modules
      • Application Models
      • Basic Server-Side Development
      • Managing Module Data
      • Debugging Modules
      • Advanced Server-Side Development Techniques
      • Backend Views
      • Security Access
      • Internationalization
      • Automation, Workflows, Emails, and Printing
      • Web Server Development
      • CMS Website Development
      • Web Client Development
      • The Odoo Web Library (OWL)
      • Automated Test Cases
      • Remote Procedure Calls in Odoo
      • Performance Optimization
      • Develop Point of Sale App
      • Managing Emails in Odoo
      • Managing the IoT Box
      • Integrate with third-party resources (API)
    • How to sell your apps on Viindoo Marketplace
  • Legal
  • Contributing
    • Write Documentation
      • Content Guidelines
      • RST cheat sheet
      • Hướng dẫn viết tài liệu trên local
Version:
  • 19.0 Latest
  • 18.0
  • 16.0
  • 15.0
  • 14.0
  • Tiếng Việt
Trial
Viindoo docs
  • Home
  • Viindoo Marketplace
  • Pricing
  • Helpdesk
  • Version:
    • 19.0 Latest
    • 18.0
    • 16.0
    • 15.0
    • 14.0
    • Tiếng Việt
Trial

Navigation

  • index
  • next |
  • previous |
  • Viindoo 17.0 documentation »
  • User Documentation »
  • Finance »
  • Accounting and Invoicing »
  • Accounting Reports »
  • Fiscal Year Closing
  2. User Documentation
  3. Finance
  4. Accounting and Invoicing
  5. Accounting Reports
Edit on GitHub
You are viewing the documentation for version 17.0. See this page in the latest version (19.0) →

Fiscal Year Closing¶

  • Define your Fiscal Years
  • Balance carrying forward
  • Closing a fiscal year in Viindoo

Navigation

  • index
  • next |
  • previous |
  • Viindoo 17.0 documentation »
  • User Documentation »
  • Finance »
  • Accounting and Invoicing »
  • Accounting Reports »
  • Fiscal Year Closing