📊 Finance Web Planet

The application supports multiple languages. To change the language:

1. Click the language selector in the top navigation bar
2. Choose your preferred language (🇬🇧 EN or 🇳🇱 NL)
3. The interface updates immediately

• 💰 Total Revenue: Current period revenue
• 📋 Outstanding Invoices: Amount pending payment
• 👥 Total Customers: Number of active customers
• 📦 Total Products: Number of products in inventory

1. Click the Edit button (✏️) next to a customer
2. Update the customer information
3. Click Save Changes

Click on a customer name to view complete information including:

• Contact details
• Address information
• Invoice history
• Total revenue
• Outstanding balance

• View all suppliers
• Add new suppliers with complete details
• Edit supplier information
• View purchase invoice history
• Deactivate suppliers (preserves data)

Complete these fields when creating a product:

Basic Details:

• Product Name (required)
• SKU (required)
• Description
• Category
• Status (Active/Inactive)

Pricing:

• Sale Price
• Cost Price
• Tax Rate

Inventory:

• Initial Stock Quantity
• Minimum Stock Level
• Unit of Measure

1. Go to Stock in the main menu
2. View all products with current quantities
3. Low stock items are highlighted with ⚠️

Track all stock changes:

1. Click on a product in the Stock view
2. Select History tab
3. Review all movements with date, type, quantity, user, and notes

Step 1: Invoice Header

• Select Customer
• Set Invoice Date
• Set Due Date
• Choose Payment Terms
• Select Currency

Step 2: Add Line Items

Step 3: Add Discounts (Optional)

Enter discount as percentage or fixed amount.

Step 4: Review & Save

• Review Subtotal, Tax Total, and Grand Total
• Add Notes or Terms if needed
• Click Save as Draft or Save & Send

Invoices follow this lifecycle:

Status	Description
Draft	Being created/edited
Sent	Emailed to customer
Viewed	Customer opened the invoice
Paid	Payment received
Overdue	Past due date
Cancelled	Voided

Each invoice generates a professional PDF including:

• Company logo and details
• Customer information
• Line items with descriptions
• Totals and tax breakdown
• Payment terms
• Notes

• 📈 Sales Reports - Revenue analysis and trends
• 💰 Financial Reports - P&L, Balance Sheet, AR Aging
• 🛒 Purchase Reports - Supplier spending analysis
• 📦 Inventory Reports - Stock valuation, Low stock
• 👥 Customer Reports - Customer revenue, Activity
• 📋 Tax Reports - VAT summary, Tax liability

The report shows:

• Total sales by period
• Average invoice value
• Number of invoices
• Top customers

View comprehensive P&L showing:

• Revenue by category
• Cost of goods sold
• Operating expenses
• Net profit/loss

Track outstanding invoices by aging period:

• Current (0-30 days)
• 31-60 days
• 61-90 days
• Over 90 days

Access advanced analytics by clicking Analytics in the main menu.

📊 Sales Forecast

Predictive analytics based on historical data showing trends and seasonal patterns.

💵 Cash Flow Forecast

Project future cash position based on expected payments and expenses.

📉 Customer Churn Analysis

Identify at-risk customers and monitor retention metrics.

🎯 Anomaly Detection

Automatically detect unusual transaction patterns and outliers.

All reports can be exported in multiple formats:

Role	Description	Key Permissions
Admin	Full system access	All permissions
AccountManager	Manage customers and invoices	Customers, Invoices, Reports
Accountant	Financial operations	Invoices, Reports, Analytics
InventoryManager	Manage products and stock	Products, Stock
Viewer	Read-only access	View only (no create/edit/delete)

Navigate to Settings → Company to configure:

• Legal Name
• Trade Name
• Registration Number
• VAT Number
• Contact Information
• Bank Details (IBAN, BIC)
• Complete Address

Your logo appears on invoices, emails, and the application header.

Manage tax rates at Settings → Tax Rates:

1. View existing tax rates
2. Click + Add Tax Rate to create new
3. Enter Name, Rate Percentage, Country
4. Set Active status
5. Edit or deactivate existing rates

Manage multi-language support at Settings → Translations:

• View all translation keys
• Edit translations for English and Dutch
• Add custom translation keys
• Export/Import translation files

Configure email at Settings → Application → Email:

• SMTP Server and Port
• Username/Password
• From Address and Name
• Enable SSL
• Test email connection

View system activity at Settings → Audit Logs:

• User actions
• Date/Time
• IP Address
• Action details

Filter by user, date range, or action type. Export logs for compliance.

Problem: "Invalid email or password" error

Solutions:

1. Verify email address is correct
2. Check Caps Lock is off
3. Use "Forgot Password" link to reset
4. Contact administrator if account is locked

Problem: Email fails to send

Solutions:

1. Verify customer email address is valid
2. Check email settings in Settings → Application
3. Test SMTP connection
4. Check spam folder
5. Review audit logs for error details

Problem: Report generation times out or fails

Solutions:

1. Try smaller date range
2. Clear browser cache
3. Check if background services are running
4. Contact support if problem persists

Problem: Stock quantity doesn't match physical count

Solutions:

1. Review stock history for the product
2. Check recent invoices with auto-deduct enabled
3. Perform manual stock adjustment
4. Document discrepancy reason

• 📖 User Manual: /about/manuals
• 🎥 Video Tutorials: Check documentation folder
• 💬 Knowledge Base: Search common questions
• 📧 Contact Support: support@financewebplanet.com

When reporting issues, include:

1. Navigate to Settings → About
2. Note the version number
3. Click System Diagnostics
4. Export diagnostic report
5. Include with support requests

Task	Navigation Path
Create Invoice	Invoices → + Create Invoice
Add Customer	Customers → + Create New Customer
View Reports	Reports → Select Report Type
Adjust Stock	Stock → Adjust Stock (for product)
Record Payment	Invoices → Select Invoice → Record Payment
Export Data	Reports → Generate → Export
Manage Users	Settings → Users
Change Password	User Menu → My Profile → Change Password

Shortcut	Action
Ctrl + N	Create new (context-dependent)
Ctrl + S	Save current form
Ctrl + F	Search/Filter
Esc	Close dialog/modal
Ctrl + P	Print current view