Yieldsoft

YIELDSOFT ANDROID APPLICATION USER MANNUAL
Launching the application and Signing In/Up
Click on the application icon on your screen. You will be presented with the log in screen. If you are already registered, enter your email and password to sign in.
If not yet registered, click on “Not yet registered? Register here” link. You will be presented with a registration screen. Enter your details and click on the Register button.Please note that you can only use one account for each installation.
1. ACCOUNTING
This entails all accounting operations in the application that include withdrawals, deposits, and bank transfers among others. To access the menu items, click on the Accounting menu option.
a) Creating accounts
All operations under accounting are performed on accounts. You are therefore required to create an account first to perform accounting operations.
b) Withdrawal
To withdraw cash from an account, select the Withdraw menu option. Select the account to withdraw from. Enter the amount and description and click on the Withdraw Amountbutton.
c) Deposit
To deposit funds to an account, select the Deposit menu option. Select the account to deposit.
d) Payments
To deposit funds to an account with an image, select the Deposit menu option.
e) Bank Transfer
To transfer cash from one account to the other, select the Bank Transfer option.
f) Receipts
This is the cash received to account (e.g. cheque), as cash or to Mpesa. To add a receipt, select the Receipts option and then the Add Receipt option.
g) Ministatement
2. HUMAN RESOURCE
This option contains the basic human resource functions in a company.
a) Company Option
i) Register Company Option
ii) Add Departments
iii) Add Staff
iv) View Staff
b) Attendance
If you are a staff in a company to check in/out, select the Check In/Outoption.
c) Leave Application
To apply for a leave, select the Apply for Leave option.
d) Staff Location
If you are a company admin, you can see the location of staff.
3. CUSTOMER RELATIONSHIP
These functions enable you to manage your customers. They include the following:
a) Tenders
To add a tender, select the Tenders option and then the Add Tender option.
b) Proposal
To add a proposal, select the Proposal option and then the Add Proposal option.
c) Invoices
To generate an invoice, select the Invoices option and then the Generate Invoice option.
d) Taxation
To mark an invoice as paid or written off, select the Invoices option and then the Paid/Written Off option. Select the invoices generated and select action.
4. REQUIREMENTS AND OPPORTUNITIES
This option is used by those looking for professionals and professionals looking for job.
a) Post job
b) Register for Notifications
c) Check for job notifications
5. TENDERS
This option is used by those looking for tenders and companies that would like to be posting tenders.
This option is used by those looking for tenders and companies that would like to be posting tenders.
a) Post Tender
To post a tender, select the Post Tender option. Enter the tender details and click on Post Tender.
b) Register for Notifications
This is used by those who would like to get notifications when tenders are posted.
c) Check for tender notifications
To check if there are any tender notifications, select the Tender Notifications option.
6. CHANGE PASSWORD
To change your password, select the Change password option. Enter the Current Password, New Password and Confirmation Passwords and then click the Change Password button
7. LOGOUT
To logout of the system and end the session, select the Log Outoption.