PANTHEON HANDS-ON

How to automate accounting procedures using the Accounting Dashboard, receive daily error notifications and gain an overview over the work performed.

Topics:

• The purpose of the Accounting Dashboard and the process of introducing it into your business
• Overview of work done across the databases of different companies you work with
• General ledger summary reports for different databases (also for different companies) in one place
• Transferring data to recurring invoicing
• Daily sending of summary reports to email
• Opening documents and reports in other databases using shortcuts
• Possibility of an “overnight” automatic posting of issued, received or POS invoices, customs documents and cash registers

Automatic invoice posting, direct reporting, Ad-Hoc analyses, reports etc. – all these are the beginnings of electronic reporting, which encourages us to keep looking for new digital solutions to make our work as easy as possible and save a few clicks.

This presentation will introduce some of the new features and also look at some of the existing useful features that you may not have started using yet.

• Using the status filter to show unconfirmed documents in Automatic Posting
• Checking already posted but modified documents in Automatic Posting
• Automatic Posting by template: possibility to automatically post documents by your own template
• Integration between PANTHEON and Halcom: importing bank statements, posting eStatements and using workflows
• How do eSet-Offs work
• XBRL: creating an annual report in the .xbrl format
• Creating merged payment orders: what to watch out for so that such orders can also be split when imported
• Importing bank statements: a quick overview of the most important settings that enable the import process to populate as many details from the .xml file as possible.
• Easier control between the VAT account and its posting/closing with the help of the “Temp. Acct. for VAT” field
• Overview of material movements lines in the VAT Account

• A practical example of daily production planning as an important instrument for ensuring continuous production work.
• Connecting daily planning with production in PANTHEON Web Light:
  • Demonstration of using PANTHEON Web Light in connection with PANTHEON Manufacture SE
  • Implementation of greater control over the produced quantities in manufacturing using the functionality of closing the production period
  • A practical example of the entire production process
• Records of customer orders
• Analysis of Manufacturing BOM
• Creating a Production Plan
• Creating Work Orders
• Creating a Daily Production Plan
• Connection of daily planning with Manufacturing in PANTHEON Web Light

Overview of payroll preparation details by department.

Employee working hours planning according to the hierarchy in the attendance calendar and changes to working time records:

• Calendar hierarchy
• Working time schedule
• Scheduling of employees’ working time:
  • Adding, modifying and deleting working time

Advanced functionalities of the ZEUS report:

• How to tailor the ZEUS report to your needs?
• Practical demonstration how to run elements, add and delete pages, etc.
• Using Ad-Hoc and OLAP analysis on dashboards enables the created Ad-Hoc analysis template and the OLAP analysis to be added to the dashboard
• The summary (TOTAL) display on dashboard widgets – easier reviewing of dashboards and no additional summarization
• Sales and purchasing planning with additional parameters

For integration with web shops, an API has been developed that enables integration with any platform or web shop. Data synchronization between PANTHEON and the web shop is carried out by one or more workflows. The start of synchronization can be set by the user by setting up the Task Autorun.

Also, once the order is imported from the web shop to PANTHEON, simple order processing is enabled all the way from shipping from the warehouse until the final invoice is issued. Improvements have also been made to the system of notifying customers about the order status, so that SMS notifications to the customer can now be sent directly from the order document in PANTHEON.

In terms of finance, integration is also enabled by importing bank statements, for example from PayPal, which is a frequently used payment instrument in web shops.

As part of the presentation, the settings in PANTHEON will be introduced, together with the complete process of processing the invoice on the WooCommerce platform and importing it into PANTHEON until the final invoice processing.