General

  1. Install Secretary on Joomla!
  2. Start the Component --> Secretary
  3. Start your first business in Secretary as proposed
  4. After "Save & Close", open the Configuration of the System, customize and save
    • Important: Pay attention to the tab "permissions", that no unauthorized user group has access to the component!

 

The Areas and possibilities of expression

Areas (of your business): Documents
Contacts
Products (PIM)
Times
Messages (CRM) Accounting
Categories (= Folders: any name):
  • Invoices
  • Quotes
  • Credits
  • Revenue/Expenditure records
  • Billings
  • and other documents of monetary transactions
  • Customers
  • Suppliers
  • Employees
  • Members
  • Subscribers
  • Students
  • etc.
  • Goods
  • Services
  • your product designations
  • Projects
  • Events
  • Courses
  • Warehousing
  • Inmail
  • Email
  • Newsletter
  • Tickets
  • Correspondence
  • accounting system
  • accounts

 

3 Steps to the first Invoice / Bill / Quotation in Secretary

Prerequisite: Business has been created. In Secretary an Invoice belongs to the area "Documents" (of cash flow)

  1. Create your Documents Folder "Invoices", "Bills", "Quotations" or whatever you need at categories
    • Important: All "data fields" are then passed on to all documents, but can be changed. The System propose also the field "template", which should be chosen according to the folder.
    • Optional (after saving): In the business settings there is the possibility, to show the created folders in the navigation to allow a quick selection.
  2. Open "Documents"
    • You can filter top left
  3. Open a new document form with "New: (…)"
    • Contact is the dialogue partner of the document, whether customer, supplier, employee. You can create Contact Groups and provide more clarity about your necessary terms. In the document form you can either dynamically select an existing contact per Autocomplete, or the system creates a new one after you have saved the form.
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