Profit user handbook
Core concepts, workflows and guides for daily use of the Profit system.
Basics
Introduction to Profit
Profit is a modular commerce and business management system. This chapter covers the core concepts: item master, partners, documents and journal entries.
User interface
The main menu is modular. Frequently used functions are available from the quick launcher, and every window has search and filter.
Permissions
Every user is granted access based on roles. Roles can be created and mapped to functions in the admin interface.
Invoicing
Creating an outgoing invoice
To create a new invoice, go to Invoicing / New invoice. Enter the partner and line items, then click Issue to finalize the document.
Credit note and correction
To correct an already issued invoice, use a correction or credit note. Both automatically reference the original document.
NAV Online Invoice reporting
The system automatically transmits every invoice to the NAV Online Invoice system. The submission status is visible in the document header.
Setup guides
Company data setup
On first start, enter your company details: name, tax number, address, bank account. These are automatically shown on printouts.
Document book configuration
You can create a separate book for each document type, with its own numbering and print template.
Managing price lists
You can maintain multiple parallel price lists. Partners can be assigned a default price list, which can be overridden per line.
Year-end tasks
Year-end stock-taking
Run a stock-take per warehouse at year end. The system automatically compares recorded and physical stock.
Year-end closing steps
During the year-end close, the system generates opening balances for the next year. Make sure all documents and postings are closed first.
Annual filings
To prepare annual filings, use Reports / Annual summaries. The data can be handed over directly to your accountant.