ZetaFisc

ZetaFisc Tutorials

Step-by-step video guides to get the most out of ZetaFisc: invoicing, vouchers, payroll, HR, bank reconciliation, donations, inventory, foreign-currency and more.

Getting Started 14

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Create Your Company Account
Signing In
Company Settings
Chart of Accounts
Upgrading Your Plan
Adding Your Team
Staff Directory and Logins
Approval Setup - Workflow, Signature and PIN
Adding Vendors
Company Structure: Setting Up Departments
Company Structure: Adding Staff to Departments
Company Structure: Heads of Department and Reporting Lines
The Organogram: Your Company Org Chart
Login - Confirm Your Email, Then Reset Your Password

Bills, Vouchers & Payments 13

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Record a Vendor Invoice
Pay an Invoice with a Voucher
Pay an Invoice Partially
Create an Invoice with AI
Standalone Voucher with a Receipt
Approving a Voucher (Level 1)
Final Approval (Level 2) and Payment
Disbursing Petty Cash to Staff
Recording Staff Petty Cash Spending
Recording Payments (Finance Team)
Process Invoice Lines to a Voucher
Settling a Processed Invoice Line in Parts
Vouchers - Approve in the Background Without Typing Your PIN

General Ledger & Reports 3

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Fiscal Year Setup and the Trial Balance
The General Journal and Party Attribution
Bank Reconciliation

Multi-Currency 5

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Recording a Foreign-Currency Invoice
Paying in Foreign Currency (FX Gain or Loss)
Foreign Currency Rates, Automatic and Manual
Foreign Currency Revaluation on Your Reports
Foreign Currency Balances on the Account Ledger

Customers & Sales 10

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Adding Customers
Jobs, Departments and Business Owners
Adding an Inventory Item
Customer Invoice and Receiving Payment
Customer Credit Notes - Crediting a Returned Sale
Customer Reports - Statements and Ageing
Setting Up Sales Reps - Staff and Freelance
Sales Commissions - Earning and Paying a Freelance Rep
Staff Commissions via Payroll and My Commissions
Offsetting a Customer Invoice Against a Cost

Payroll 11

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Payroll Settings
Staff Payroll Profiles
Running Payroll
Approving and Paying Payroll
Statutory Remittances - Single and Batch
Inside a Payroll Run
Staff Self-Service Payslips
Recording a Salary Paid by a Director
How a Director-Paid Salary Shows on the Ledger
Payroll - Payslip Shows Every Salary Component
Payroll - Create a Custom Salary Component and Run Payroll

System Settings 1

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System Settings - Every Tab Explained

Manufacturing 14

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Adding the Manufacturing Module
Item Categories, Work Centres & Step Templates
Contractors & Hourly Labour Rates
Warehouses & Team Assignments
Inventory Items — Raw Materials & Finished Goods
Price Lists & Tiered Pricing
The Bill of Materials & Labour Costing
Production Routing, Steps & the Designer
Receiving Stock In — Vendor Invoice to Warehouse
Production Run — Work Order to Finished Bread
Selling Finished Goods — Invoice, Payment, Dispatch
Stock Adjustments — Write-Off & Return
Asset Register & Machine Hourly Cost
Manufacturing Reports

Human Resources 25

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Adding the HR Package (Per-User Subscription)
HR Settings — Leave Types, Loan Policy, Attendance & Holidays
Staff Directory and HR Profiles
Attendance — Daily Marking and QR Check-In
Leave Management — Requests, Types and Entitlements
Staff Loans — HR Approval and Finance Disbursement
Payslip Management
Staff Loans — When Finance Rejects a Disbursement
Performance Appraisals — The Cycle and the Staff Self-Review
Performance Appraisals — Manager Review, Calibration and Release
Recruitment — Posting a Vacancy and the Applicant Pipeline
Recruitment — Screening an Applicant and Hiring into Staff
Recruitment — Giving the New Hire System Access
Recruitment — The New Employee Confirms and Signs In
Onboarding & Offboarding — Building a Checklist Template
Onboarding & Offboarding — Running a New Hire Checklist
Training — Creating a Program and Enrolling Staff
Training — Recording Completion and Issuing Certificates
Training: Staff Self-Completion from the Portal
Disciplinary: Cases, the Timeline and the Outcome
Disciplinary: What the Staff Member Sees
Employment Lifecycle: Promotions, Salary Reviews and Exits
Employment Lifecycle: What the Staff Member Sees
Company Assets: Register, Issue and Return
Company Assets: The Staff Member’s My Assets

My Portal 9

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The Leave Calendar
My Leave Balance
My Leave Requests
My Loans
My Payslips
My Payroll Profile
My Bank Details
My Statutory Enrolments
Attendance & Clocking In

Administration 18

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Permissions & Roles, Part 1: The Built-In Roles Explained
Permissions and Roles — Controlling Who Can Do What
Permissions & Roles, Part 2: Building a Custom Role
The Virtual Accountant — Your Built-In AI Assistant
Permissions & Roles, Part 3: Per-User Extra Permissions
The Help Centre — Searchable FAQ and Support
Permissions & Roles, Part 4: Seeing Your Own Permissions
Permissions & Roles, Part 5: A Role in Action, the Loans Officer
Permissions & Roles, Part 6: A Role in Action, the Loans Approver
Permissions & Roles, Part 7: Same Page, Different Rows
Permissions & Roles, Part 8: Customer Invoicing, the Invoice Clerk
Permissions & Roles, Part 9: Customer Invoicing, the Receipts Officer
Permissions & Roles, Part 10: Customer Invoicing, the Credit Controller
Permissions & Roles, Part 11: A Role in Action, Finance
Permissions & Roles, Part 12: Reports, Read versus Export versus No Access
Permissions & Roles, Part 13: Split Duties in the CRM
Permissions & Roles, Part 14: A Custom Role in Action
Permissions & Roles, Part 15: The Admin Builds Roles and Assigns Them

E-Invoicing (NRS) 6

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Connecting to the Nigeria Revenue Service
Preparing Customers and Items with Tax Codes
Clearing a Goods Invoice with NRS
Per-Line Tax Codes and the Cleared Invoice
Services, a Missing Code, and Fixing It
Sending a Credit Note to NRS

Memo 7

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Adding the Memo Module
Settings and Approval Workflows
Writing and Submitting a Memo
Approving a Memo with PIN and Signature
Reading and Acknowledging a Memo
Reusable Memo Templates
Dashboard and Management Reports

Projects 9

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The Portfolio Dashboard
Creating a Project with an Account-Based Budget
Multi-Currency Project Budgets
The Project Workspace and Its Tabs
Raising a Supplier Bill on a Project
Paying a Bill by Voucher, with Approval
Paying a Vendor Directly, No Invoice
Billing the Customer and Realising Income
Budget vs Actual, Progress and Reports

Reminders 9

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Adding the Reminder Management Module
Settings, Numbering and the Escalation Chain
Creating a Reminder (the Wizard)
Recurring Reminders and Templates
Snooze, Delegate, Complete and Recreate
Approvals and Automatic Escalation
The Calendar and Reminder Views
The Dashboard and Management Reports
Limiting Access to Specific Staff

Donations 22

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Activate the Module
Set the Fiscal Year
Set Up Stores and Who Runs Them
Register Donated Items
Set Up the Donation Accounts
Buy and Assign Seats
The Donor Register
The Beneficiary Register
Receive a Cash Donation
Receive an In-Kind Donation
Disburse Donated Goods
Store Stock Reports
Correct a Donation
Reverse a Donation
Donation Reports
A Customer, Vendor or Sponsor as a Donor
An Individual Beneficiary Profile
Attachments and the Full Record
Donations on a Project
The Beneficiary Register, Every Type
Flagging Existing Records and the Locked Role
Disburse Funds to a Beneficiary

Fundraising 18

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Permissions and Access, Who Can Run Fundraising
Pledged Items and a Foreign-Cash Pledge (CBN Rate)
Recording and Approving Pledge Cash Receipts
Receiving Against a Pledge, Officer Records and Finance Posts
In-Kind Pledge, Material Receipt and the Audit Trail
Donor Registrations and the Activity History
Donor Conversations and the Auto Follow-up
Follow-ups and the Activity History
Partnerships and Delivery Tracking
Fundraising Reports
Partnership Workspace: Cash Contributions
Partnership Workspace: In-Kind Contributions
Partnership Workspace: Service Contributions
Partnership Workspace: Roles and Tasks
Partnership Workspace: Deliverables and Timeline
Partnership Workspace: Interactions
Partnership Workspace: Documents
Partnership Workspace: Closeout and History

Asset Register 24

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Getting the Asset Register Module
Setting Up Your Asset Accounts
Asset Accounting Settings
Registering Your First Asset
Creating a Vendor and Purchase Invoice
Paying the Purchase Invoice
Registering an Asset from a Purchase Invoice
Registering Special Assets
Running Depreciation
Units of Production Depreciation
Componentised Assets
Depreciation Methods Explained
The Asset Detail Tabs
Revaluing an Asset
Impairing an Asset
Reviewing an Asset Estimate
Classifying an Asset as Held for Sale
Disposing of an Asset
Physical Verification of Assets
Asset Reports and Exports
Bulk Importing Assets
Housekeeping, the Row Actions
Granting Asset Access with Seats
The HR Two-Lens, Custody and Accounting

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