2017 Chat history

2017-09-23-Chat transcript on coweasy.com started on Saturday-0019.json

at 2017-09-23 11:46, V1506146668693213 said: 科目表可否匯出匯入

at 2017-09-23 11:50, Support Team said: 可以的，系統支出科目表的匯出匯入
準備 Excel 文件：在系統科目表頁面，點擊『匯出資料』，匯出系統的標準格式，準備你的科目表資料
匯入資料：在系統科目表頁面，點擊『插入資料』打開匯入頁面
上傳文件：選擇並上傳準備好的 Excel 文件
確認資料：系統會自動檢查資料的格式，確保沒有錯誤
完成匯入：用戶可在匯入紀錄，點擊『結果』查看匯入結果
另外，在匯入之前，如未輸入任何紀錄，用戶可選擇『空白模板』以清空現有科目表

2017-09-25-Chat transcript on coweasy.com started on Monday, -0023.json

at 2017-09-25 06:08, V1506146668693213 said: 科目編號是否能用英文字母

at 2017-09-25 06:09, Support Team said: 科目編號沒有特定的格式要求，最長可20個字符，系統預設的編號格式是慣用的數字格式，但如用戶需要使用字母或其他字符，也可以自行設定。
需要注意的是科目編號不能重複，每個科目必須有獨特的編號

2017-09-25-Chat transcript on coweasy.com started on Monday, -0024.json

at 2017-09-25 08:50, V1506329271932159 said: 這個軟件是會計用途嗎?

at 2017-09-25 08:51, V1506329271932159 said: 我是新開的公司,但還沒有會計人員,詰個軟件能幫助我嗎?

at 2017-09-25 08:51, Support Team said: 絕對可以正是為你這情況而設的

at 2017-09-25 08:52, Support Team said: 其實很簡單首先請問你的行業有冇庫存？

at 2017-09-25 08:53, V1506329271932159 said: 沒有,我們是貨運公司

at 2017-09-25 08:53, Support Team said: 那更加簡單請問你需不需要出發票

at 2017-09-25 08:54, V1506329271932159 said: 不需要,發不我自己能做

at 2017-09-25 08:54, V1506329271932159 said: 發票

at 2017-09-25 08:54, Support Team said: 我只是用我們初創雲便可以了

at 2017-09-25 08:54, V1506329271932159 said: 只是不知道怎樣記帳,怎樣埋數

at 2017-09-25 08:55, Support Team said: 在初創運只需用會計傳票輸入

at 2017-09-25 08:55, Support Team said: 不需用一全面表

at 2017-09-25 08:56, V1506329271932159 said: 是不是能試用一下?

at 2017-09-25 08:56, Support Team said: 當然在使用時需要選擇借方或貸方便可

at 2017-09-25 08:57, V1506329271932159 said: 我先下載使用,再決定

at 2017-09-25 08:59, Support Team said: 絕對冇問題請在初創雲免費註冊

at 2017-09-25 09:00, V1506329271932159 said: 開了頁面,怎樣操作

at 2017-09-25 09:01, Support Team said: 好的，你可按照銀行月結單的次序輸入

at 2017-09-25 09:02, V1506329271932159 said: 是先在左手邊選擇會計嗎?

at 2017-09-25 09:02, Support Team said: 例如，如出支票付電費，先選擇電費

at 2017-09-25 09:03, Support Team said: 借方入金額

at 2017-09-25 09:03, Support Team said: 下一行選擇銀行帳

at 2017-09-25 09:04, Support Team said: 貸方入金額

at 2017-09-25 09:05, V1506329271932159 said: 我開了帳單給客人,怎樣輸入呢?

at 2017-09-25 09:05, Support Team said: 先選擇銀行帳

at 2017-09-25 09:06, Support Team said: 借方入金額

at 2017-09-25 09:06, V1506329271932159 said: 怎樣選擇我也不知道

at 2017-09-25 09:06, Support Team said: 你看到左邊下拉框嗎

at 2017-09-25 09:07, V1506329271932159 said: 是不是先選了會斗?

at 2017-09-25 09:07, V1506329271932159 said: 會計?

at 2017-09-25 09:07, Support Team said: 對

at 2017-09-25 09:07, V1506329271932159 said: 進入後有3個選擇

at 2017-09-25 09:08, V1506329271932159 said: 應該選那一個?

at 2017-09-25 09:08, Support Team said: 我明白，多紀錄輸入

at 2017-09-25 09:09, V1506329271932159 said: 會計科目表多紀錄輸入一全面表輸入

at 2017-09-25 09:10, V1506329271932159 said: 選了,然後怎樣呢?

at 2017-09-25 09:11, Support Team said: 借方入金額?

at 2017-09-25 09:12, V1506329271932159 said: 科目編號是什麼?

at 2017-09-25 09:13, Support Team said: 是輸入收入還是支出?

at 2017-09-25 09:14, V1506329271932159 said: 我開了發票給客人,應該怎樣攸?

at 2017-09-25 09:14, V1506329271932159 said: 做

at 2017-09-25 09:15, V1506329271932159 said: 這個軟件能開發票嗎?

at 2017-09-25 09:17, Support Team said: 小企雲和企業雲可以開發票，初創雲只能會計輸入

at 2017-09-25 09:19, V1506329271932159 said: 已進入小企雲

at 2017-09-25 09:20, V1506329271932159 said: 在那裡可以開帳單給客人

at 2017-09-25 09:24, Support Team said: 對你現在的頁面是可以出發票給客戶

at 2017-09-25 09:25, Support Team said: 因你剛才說不用出發票，只需做會計，所以才在初創雲處理

at 2017-09-25 09:25, Support Team said: 如要出發票，在小企雲做便可

at 2017-09-25 09:26, V1506329271932159 said: 在那裡開呀

at 2017-09-25 09:26, Support Team said: 左手邊看到批發嗎

at 2017-09-25 09:26, V1506329271932159 said: 我是做服務的

at 2017-09-25 09:27, V1506329271932159 said: 這個又要庫存什麼的,我都沒有

at 2017-09-25 09:28, V1506329271932159 said: 我又不是賣東西

at 2017-09-25 09:29, Support Team said: 我明白你做服務請先去批發看看

at 2017-09-25 09:29, Support Team said: 裏面只是出發票，沒有庫存的

2017-09-25-Chat transcript on coweasy.com started on Monday, -0025.json

at 2017-09-25 10:15, V1506334415061339 said: 想了解一下你地個sofware

at 2017-09-25 10:15, Support Team said: 請問你是什麼業務

at 2017-09-25 10:16, V1506334415061339 said: 教育服務

at 2017-09-25 10:16, Support Team said: 那需不需要庫存管理

at 2017-09-25 10:16, V1506334415061339 said: 不用,只是小公司

at 2017-09-25 10:16, Support Team said: 明白需要出發票嗎

at 2017-09-25 10:16, V1506334415061339 said: 要的

at 2017-09-25 10:17, Support Team said: 使用小企雲便可

at 2017-09-25 10:17, V1506334415061339 said: 跟初創雲有甚麼分別

at 2017-09-25 10:18, Support Team said: 初創雲主要做會計埋數不能出發票

at 2017-09-25 10:18, V1506334415061339 said: 見到了~要做會計就要小企雲

at 2017-09-25 10:19, Support Team said: 小企雲做會計+出發票

2017-09-26-Chat transcript on coweasy.com started on Monday, -0002.json

at 2017-09-26 10:16, V1506358697773630 said: 想了解一下你地個sofware

at 2017-09-26 16:59, Support Team said: 請問你公司行業是?

at 2017-09-26 17:05, V1506358697773630 said: 做精品店的

at 2017-09-26 17:07, Support Team said: 明白，請問需要系統幫你出發票嗎

at 2017-09-26 17:08, Support Team said: 請問你懂會計嗎

at 2017-09-26 17:10, V1506358697773630 said: 我一向都沒有出發票。出發票有什麼好處

at 2017-09-26 17:10, V1506358697773630 said: 一點點。

at 2017-09-26 17:11, Support Team said: 明白，這個沒有特別關係，那可採用我們的初創雲便可

2017-09-26-Chat transcript on coweasy.com started on Tuesday,-0028.json

at 2017-09-26 10:53, V1506422883606460 said: 如何試用

at 2017-09-26 11:01, V1506422883606460 said: 小公司的會計，有支出、收入、/ 憑證類別，折舊、資產負債、損益表OK了

at 2017-09-26 11:01, Support Team said: 那初創雲最適合你

at 2017-09-26 11:02, V1506422883606460 said: 初創雲和小企雲有什麼分別

at 2017-09-26 11:03, Support Team said: 小企雲可以出發票

at 2017-09-26 11:04, V1506422883606460 said: 發票指什麼呀

at 2017-09-26 11:04, Support Team said: 出發票給客戶

at 2017-09-26 11:04, V1506422883606460 said: 我先試下初創雲

at 2017-09-26 11:04, V1506422883606460 said: 不用發票

at 2017-09-26 11:05, V1506422883606460 said: 有支出、收入、/ 憑證類別，折舊、資產負債、損益表和固定資產管理就OK了

at 2017-09-26 11:05, V1506422883606460 said: 我已注冊了，如何用

at 2017-09-26 11:06, Support Team said: 明白那便用初創雲埋數便可

2017-09-27-Chat transcript on coweasy.com started on Wednesda-0037.json

at 2017-09-27 11:10, V1506499254675275 said: Does it mean I should input all client data before issue the invoice?

at 2017-09-27 11:11, Support Team said: You may use our excel template to import the client data

at 2017-09-27 11:14, V1506499254675275 said: will all client data be kept after I formally become your client.

at 2017-09-27 11:17, Support Team said: during trial period, all the data will be kept and retained in your account after you subscribed

2017-09-28-Chat transcript on coweasy.com started on Thursday-0044.json

at 2017-09-28 06:07, V1506570706640218 said: I can read chinese, please reply in chinese.

I want to input some cheque payments for general expenses, what should I do

at 2017-09-28 06:10, Support Team said: 好的, 請進入薪酬及支出頁面

at 2017-09-28 06:11, Support Team said: 然後按薪酬或支出

at 2017-09-28 06:12, Support Team said: 首先選擇員工或提供商

at 2017-09-28 06:13, Support Team said: 然後在項目欄位內按一下

at 2017-09-28 06:13, Support Team said: 選擇相關支出項目

at 2017-09-28 06:14, Support Team said: 然後再右邊輸入金額便可

at 2017-09-28 06:14, Support Team said: 這樣便可完成支出紀錄了

at 2017-09-28 06:15, Support Team said: 當然儲存紀錄後也可以隨時修改

at 2017-09-28 06:59, V1506570706640218 said: When I review the Balance Sheet, the Cr entry is accrued expenses. If I want to settle it later, what should I do?

at 2017-09-28 07:02, Support Team said: You may settle it later in payment page

at 2017-09-28 07:04, Support Team said: 即是在薪酬及支出模組內按付款按鈕

at 2017-09-28 07:23, Support Team said: 在支出付款頁面，選擇供應商，再選擇之前輸入支出輸入支付金額，再在下方付款帳戶選擇銀行／現金科目

2017-09-29-Chat transcript on coweasy.com started on Friday, -0052.json

at 2017-09-29 10:14, V1506678526983865 said: 為何日期不可選2017年之前?

at 2017-09-29 10:18, Support Team said: 管理員用戶在公司資料頁面，更改『初始日期』和『凍結日期』，選擇更早的日期

2017-10-02-Chat transcript on coweasy.com started on Sunday, -0056.json

at 2017-10-02 16:20, V1506874516467774 said: 我有好多付款既invoices 應該怎處理

at 2017-10-02 16:21, Support Team said: 我們可提供標準excel匯入格式，讓你直接把發票匯入平台內

at 2017-10-02 16:21, V1506874516467774 said: 那可以報稅嗎？

at 2017-10-02 16:24, Support Team said: 可以用戶透過平台埋數後，我們可安排代為轉介會計師樓核數及報稅，提供一站式服務

at 2017-10-02 16:26, V1506874516467774 said: 我都係庳存及出貨，初創夠用嗎？

at 2017-10-02 16:27, Support Team said: 明白，那便需要採用企業雲正正可滿足你的需求

2017-10-03-Chat transcript on coweasy.com started on Tuesday,-0060.json

at 2017-10-03 02:15, V1506678526983865 said: 請問轉賬支出及轉賬收入的科目編號是?

at 2017-10-03 02:18, Support Team said: 科目並無特定的編號，用戶可自行修改，請在“會計 -> 會計科目表”查看/修改

at 2017-10-03 03:00, V1506678526983865 said: 銀行月結單上顯示 "轉賬支出". 沒有顯示是什麼支出. 科目列表上沒有這名稱.

at 2017-10-03 03:06, Support Team said: 明白，那不能選擇轉帳支出，因這個只是銀行顯示出來的，你需要找到實際的單據，先知道這是什麼支出，然後在系統內選擇該支出項目

at 2017-10-03 03:18, V1506678526983865 said: 可以在科目表上加上"轉賬支出" 及"轉賬收入" 嗎? 科目編號是怎樣分呢?

at 2017-10-03 03:51, Support Team said: 可以但不建議這樣做如是這樣做那麼報表裏便只有轉帳支出和轉帳收入這兩個項目沒有真正各支出或收入的明細了明白嗎

2017-10-04-Chat transcript on coweasy.com started on Wednesda-0064.json

at 2017-10-04 01:29, V1507080129121679 said: how to use multicurrency

at 2017-10-04 01:32, Support Team said: Please ensure your account is on the 'Enterprise Cloud' plan, as multi-currency functionality is only available for Enterprise Cloud accounts.

In the settings area, the left panel in the main page, you will find the Multi-Currency. You will be able to access the currency list.
If necessary, you may change the local currency. The currency is set according to the selected country in registration, for example HKD for Hong Kong.

To create new currency, please click on the 'New' button, which you will find at the top centre of the screen. Please be advised that the currency code, description and exchange rate must be entered.
Should you need to view or modify existing currency information, simply double-click on the specified row.

Usage During Transactions:
Please ensure that the currency is selected when creating transactions, such as invoices or purchase orders.
The system will apply the relevant exchange rates based on the selected currency.

2017-10-04-Chat transcript on coweasy.com started on Wednesda-0065.json

at 2017-10-04 08:50, V1506478016235126 said: 你好，現在在試用你們的軟件，發現不知用甚麼科目名稱，可以怎做

at 2017-10-04 08:52, Support Team said: 請問你是在哪個頁面輸入單據？

at 2017-10-04 08:54, V1506478016235126 said: 銀行月結單輸入

at 2017-10-04 08:56, Support Team said: 是這樣的你只需要按照銀行月結單的紀錄順序輸入於這界面內

at 2017-10-04 08:56, Support Team said: 月結單內有一條運輸費支出

at 2017-10-04 08:56, V1506478016235126 said: 是阿

at 2017-10-04 08:56, Support Team said: 那在介面內選擇運輸費

at 2017-10-04 08:57, Support Team said: 然後輸入金額

at 2017-10-04 08:57, Support Team said: 這樣一條一條輸入下去

at 2017-10-04 08:57, Support Team said: 如果是收入那今晚便在貸方內輸入

at 2017-10-04 08:58, Support Team said: 支出便在借方內輸入

at 2017-10-04 08:58, Support Team said: 明白嗎

at 2017-10-04 09:01, V1506478016235126 said: 由於你們設定的會計科目跟我們不同，是否需預先設定科目名稱

at 2017-10-04 09:02, Support Team said: 可以在會計科目表設置科目編號和名稱

at 2017-10-04 09:04, V1506478016235126 said: 舉例其中一個股東支付一筆授權費，應該怎做

at 2017-10-04 09:05, Support Team said: 不是從公司銀行戶口支付的，對嗎？

at 2017-10-04 09:06, V1506478016235126 said: 是，私人錢

at 2017-10-04 09:07, Support Team said: 這在“其他紀錄輸入”裏輸入

at 2017-10-04 09:09, V1506478016235126 said: 公司有幾個股東，但都沒有直接出資，遇到需要付款就自塗腰包

at 2017-10-04 09:10, Support Team said: 冇問題首先做會計科目表分別建立這幾位股東的往來戶口

at 2017-10-04 09:11, V1506478016235126 said: 另位授權費是有期限，是否以年期分攤作為費用支出

at 2017-10-04 09:12, Support Team said: 然後當他們每次出资時，在其他紀錄輸入裏

at 2017-10-04 09:12, Support Team said: 第一行選擇授權費金額寫在借方

at 2017-10-04 09:13, Support Team said: 第二行選擇該股東往來戶口金額寫在貸方

at 2017-10-04 09:13, V1506478016235126 said: 由於我們的英文水平不是很好，科目和說明能否以中文輸入

at 2017-10-04 09:14, Support Team said: 可以不用擔心我們有全面中文的介面包括科目名稱提供選擇

at 2017-10-04 09:15, V1506478016235126 said: 這會否影響審計和審計費用有差別？

at 2017-10-04 09:16, Support Team said: 放心一定不會核數費用跟你提供的中文或英文報表給他沒有關係

at 2017-10-04 09:17, Support Team said: 本人也是會計師如你需要到時我們也可轉介相關會計師樓提供協助

at 2017-10-04 09:23, Support Team said: 至於初次餘額，你是可以輸入銀行的初始金額

at 2017-10-04 09:31, V1506478016235126 said: 重設科目名稱，股東的來往戶口是否屬於非流動負債

at 2017-10-04 09:32, Support Team said: 應該選流動負債

at 2017-10-04 09:40, V1506478016235126 said: 請問授權費可以以年期分攤費用註銷

at 2017-10-04 09:43, Support Team said: 可以你需要在會計科目表來增加一個項目

at 2017-10-04 09:43, Support Team said: 預付授權費

at 2017-10-04 09:43, Support Team said: 性質是流動資產

at 2017-10-04 09:44, Support Team said: 假設你負了一萬蚊授權費分五年期每年為2000

at 2017-10-04 09:44, Support Team said: 在其他紀錄輸入裏

at 2017-10-04 09:45, Support Team said: 選擇這個預付授權費借方入一萬

at 2017-10-04 09:45, Support Team said: 下一行選擇股東往來戶口貸方入一萬

at 2017-10-04 09:45, Support Team said: 之後再入一條

at 2017-10-04 09:46, Support Team said: 第一行選擇授權費借方入2000

at 2017-10-04 09:46, Support Team said: 第二行選擇預付授權費，貸方入2000

at 2017-10-04 09:47, Support Team said: 如是者分5年也輸入這個每年扣兩千元的紀錄

2017-10-05-Chat transcript on coweasy.com started on Wednesda-0066.json

at 2017-10-05 17:39, V1507138602285636 said: 如果是唔識會計，做手機配件的適合嗎？

at 2017-10-05 17:40, Support Team said: 絕對適合你可以用初創雲

at 2017-10-05 17:40, V1507138602285636 said: 會有stock的

at 2017-10-05 17:41, Support Team said: 明白如需管理庫存那邊可採用企業雲

at 2017-10-05 17:42, V1507138602285636 said: 複雜嗎？

at 2017-10-05 17:42, V1507138602285636 said: 是否需要配合p o s系統嗎？

at 2017-10-05 17:42, Support Team said: 放心一般人在使用期間如有問題也可直接透過在線支援得到協助

at 2017-10-05 17:43, Support Team said: 不需要

at 2017-10-05 17:43, V1507138602285636 said: 那麼每日銷售的便數及銀碼如何處理？

at 2017-10-05 17:44, V1507138602285636 said: 將來會有

at 2017-10-05 17:44, Support Team said: 那你需不需要詳細紀錄庫存出入

at 2017-10-05 17:44, V1507138602285636 said: 要

at 2017-10-05 17:44, V1507138602285636 said: 最好

at 2017-10-05 17:44, Support Team said: 其實我們也可以提供p.o.s系統，一站式管理的

at 2017-10-05 17:46, V1507138602285636 said: 可有試用版嗎？pos及企業雲？

at 2017-10-05 17:46, Support Team said: 可提供給你 pos系統, 到庫存管理 , 以及會計埋數, 一站式支援

at 2017-10-05 17:50, Support Team said: 可以，不論 mac機或window機，也冇問題

at 2017-10-05 17:51, V1507138602285636 said: OK,試過啱用如何收費？pos要不要 server?

at 2017-10-05 17:53, V1507138602285636 said: 可以電郵資料比我點用？

at 2017-10-05 17:54, Support Team said: 如採用雲端模式是不需要server ，如整體 p o s系統+ 庫存系統+ 採購系統+ 會計系統也只是每月一千多元便可以了，不用一次過購買系統需要幾萬蚊

at 2017-10-05 17:57, V1507138602285636 said: 那雲端會計企業版可以save在電腦桌面嗎？

at 2017-10-05 17:58, Support Team said: 是這樣的如果是雲端模式便不能 save在電腦內

at 2017-10-05 17:58, Support Team said: 但是用戶也可以隨時以excel模式下載所有報表

at 2017-10-05 17:58, V1507138602285636 said: 那如何打印出嚟給會計報稅？

at 2017-10-05 18:00, Support Team said: 由於系統也是由會計師開發的，用戶在核數時可隨時下載財務報表給會計師樓核數

at 2017-10-05 18:01, V1507138602285636 said: 企業版可有試用嗎？

at 2017-10-05 18:02, Support Team said: 可以 CowEasy三個雲端模式也有試用版提供用戶使用

2017-10-06-Chat transcript on coweasy.com started on Friday, -0075.json

at 2017-10-06 09:09, V1507279744864588 - Ms Wong 63378963 said: 剛剛申請左試用, 但未收到 EMAIL

at 2017-10-06 09:10, Support Team said: 你好, 有時候通訊的郵件會掉進垃圾郵箱, 首先檢查垃圾郵箱有沒有相關的郵件

2017-10-07-Chat transcript on coweasy.com started on Saturday-0083.json

at 2017-10-07 04:11, V1507348413493698 said: My business is wholesales

at 2017-10-07 04:12, V1507348413493698 said: so I need a function of stock analysis

at 2017-10-07 04:13, Support Team said: Ok, the Enterprise Cloud is suitable for you

at 2017-10-07 04:13, Support Team said: as it may control the stock level

at 2017-10-07 04:15, V1507348413493698 said: When I do goods receive, the system can update the stock automatically?

at 2017-10-07 04:16, Support Team said: Sure, every time when you receive it deliver the stock, the system can automatically increase or decrease the stock level

at 2017-10-07 04:16, V1507348413493698 said: Also when I prepare an invoice and delivery note, the stock will be decreased automatically, right?

at 2017-10-07 04:17, Support Team said: Yes, receive or deliver the stock can +/- the stock level

at 2017-10-07 04:17, Support Team said: automatically

at 2017-10-07 04:18, Support Team said: Moreover, those records can be automatically transferred into accounting journal that the financial report can be reflected

at 2017-10-07 04:21, Support Team said: You may also register a private account for free trial

at 2017-10-07 04:22, V1507348413493698 said: I see. How to do first in first out?

at 2017-10-07 04:30, Support Team said: Every time when you sale or purchase, the system can do the FIFO for you

at 2017-10-07 04:31, Support Team said: or weighted average

2017-10-09-Chat transcript on coweasy.com started on Monday, -0098.json

at 2017-10-09 10:43, Eva said: 除了基本的採購項目,我可以增加其他嗎?

at 2017-10-09 10:43, Eva said: 可以細分嗎?

at 2017-10-09 10:43, Support Team said: 是可以的

at 2017-10-09 10:43, Support Team said: 你可以去會計科目表

at 2017-10-09 10:44, Support Team said: 在相關部份加入採購項目

at 2017-10-09 10:44, Eva said: 銷售亦一樣?

at 2017-10-09 10:46, Support Team said: 是的

at 2017-10-09 10:46, Eva said: 銷售只可以加總數,如賣多件貨品?

at 2017-10-09 10:46, Support Team said: 你應該是在小企雲嗎

at 2017-10-09 10:46, Eva said: yes

at 2017-10-09 10:47, Support Team said: 那請進入企業雲

at 2017-10-09 10:47, Support Team said: 這裏可選擇貨品數量

at 2017-10-09 10:47, Eva said: 企業雲才可選數量?

at 2017-10-09 10:51, Support Team said: 是的因這裏才有庫存系統

2017-10-12-Chat transcript on coweasy.com started on Thursday-00110.json

at 2017-10-12 02:21, MISS KO said: 你好, 請問只有初創版才有FIXED ASSET 的功能嗎?

at 2017-10-12 02:22, Support Team said: 不是，三款模式也有，訂購升級模組就可以使用，也可免費試用30天

at 2017-10-12 03:13, MISS KO said: 如何可以整合我原有的資料到COWEASY?

at 2017-10-12 03:16, Support Team said: 你可以透過我們 excel的標準格式，將基礎資料匯入系統範圍內，範圍包括，會計科目表，客戶資料，供應商資料，庫存資料等等

at 2017-10-12 03:17, Support Team said: 至於數據資料方面，也可以透過excel標準格式，匯入採購資料和發票資料等等

2017-10-13-Chat transcript on coweasy.com started on Friday, -00115.json

at 2017-10-13 06:04, Tatwanmusic said: 銀行月結單我想用excel 匯入功能. 如果我匯入2016年的資料的話. 是否會影響我之前人手所入的資料? 是否會重複了?

at 2017-10-13 06:07, Support Team said: 只需在人手輸入或excel匯入其中一樣輸入就可以，同時輸入2種會重複的

2017-10-16-Chat transcript on coweasy.com started on Monday, -00123.json

at 2017-10-16 08:03, V1508140527493425 said: 你好, 我想請問, 我公司是做飲食業, 你建議用"小企雲"或是"企業雲"會比較好?

at 2017-10-16 08:09, Support Team said: 那請問你需不需要庫存管理

at 2017-10-16 08:10, V1508140527493425 said: 不用啊~ ^^

at 2017-10-16 08:12, Support Team said: 那小企雲可以了

2017-10-17-Chat transcript on coweasy.com started on Tuesday,-00126.json

at 2017-10-17 07:29, V1508223153907397 said: 你好, 請問會計內有無應收/應付的賬齡表及每一筆的數據?

at 2017-10-17 07:32, Support Team said: 有，在我們的小企雲及企業雲模組內

at 2017-10-17 07:34, Support Team said: 如你需要庫存管理更可在企業雲使用

2017-10-18-Chat transcript on coweasy.com started on Wednesda-00131.json

at 2017-10-18 09:23, ADA, Ms Bao said: 員工代付，如果還未有支付給員工工如何入帳？

at 2017-10-18 09:24, ADA, Ms Bao said: 應選哪個項目?

at 2017-10-18 09:25, Support Team said: 是否員工代公司付款？

at 2017-10-18 09:27, ADA, Ms Bao said: 就是如果員工，或老皮先付，又怕忘記，可以在這里先入數。是這樣嗎?如果是咁應六哪個項目呀

at 2017-10-18 09:28, ADA, Ms Bao said: 還有月結單上的，是否應該有，這項支出是哪個月份的支出?

at 2017-10-18 09:30, Support Team said: 是的，可以先新增一個會計科目，性質是流動負債，名稱是員工往來（員工名字），用這個科目來輸入

at 2017-10-18 09:31, ADA, Ms Bao said: 你成個名都叫員工代付了，還要起個名?

at 2017-10-18 09:34, Support Team said: 你可以加一個員工往來的科目，名稱可以加上員工的名字，以區分哪個員工有代付還沒有付款

2017-10-19-Chat transcript on coweasy.com started on Thursday-00136.json

at 2017-10-19 04:41, ADA, Ms Bao said: 想問下，支出收據和收入收據每張都要印出傅票嗎?

at 2017-10-19 04:44, Support Team said: 原則上是

at 2017-10-19 04:44, Support Team said: 由於每張收據或單據在核數時也需要以原本給會計師查看

2017-10-19-Chat transcript on coweasy.com started on Thursday-00140.json

at 2017-10-19 07:37, info.boliangroup@gmail.com said: 請問銷售員在那里填?

at 2017-10-19 07:38, info.boliangroup@gmail.com said: 送貨單編號亦在那里?

at 2017-10-19 07:39, info.boliangroup@gmail.com said: 發票為什么客人要蓋印簽名

at 2017-10-19 07:40, info.boliangroup@gmail.com said: 可以不加右下角的資料嗎?

at 2017-10-19 07:41, Support Team said: 這張是這是系統預設的範例，小企雲是沒有送貨單編號的，銷售員需訂購『佣金』升級模組才可使用

at 2017-10-19 07:41, Support Team said: 是可以自定發票格式的

at 2017-10-19 07:41, info.boliangroup@gmail.com said: 怎樣自訂?

at 2017-10-19 07:43, Support Team said: 請參考 FAQ：https://www.coweasy.com/Cloud/FAQ.aspx?ID=CustomizeForm

首先打發票記錄，點擊並打開『自訂發票』頁面
點擊『修改模板』 -> 『編輯』，這裡打開修改介面，用戶在這裡修改發票的樣式，界面和一般文字處理軟件類似，如有不清楚的地方，請提供具體問題給我們回答
修改後請點『Check for issues』以檢查問題。用戶可以忽略任何警告，但請確保沒有錯誤。此外，在編輯過程中也可以預覽模板。
修改模板後，並確保沒有錯誤，可下載模板: 按File -> Save As，儲存mrt文件到你的電腦，用戶可保留這個文件以作版本管理
在『自訂發票』頁面，選擇需要上傳的位置，每個表單都有有4帳自訂表單，上傳後這個位置原有模板將會被取代
上傳後，可在『自訂發票』頁面或者打開一張發票列印查看實際效果
以上例子是『發票』，如需修改其他的表單樣式，則在相對應的記錄列表開始，其餘步驟都一樣

2017-10-24-Chat transcript on coweasy.com started on Tuesday,-00156.json

at 2017-10-24 02:52, 李燕 said: 你好，請問在客戶資源管理中新增客戶為何在會計科目表的應收帳款中沒有增加進入呢

at 2017-10-24 02:55, Support Team said: 是的由於客戶資源管理一般是屬於獨立的分類帳 sub ledger, 所以在一般情況下是不回顯示在會計科目表內
而且通常會計科目表的各科目是會在資產負債表及損益表內顯示所以在財務報表內也不會顯示客戶資料的是同一個原因

2017-10-24-Chat transcript on coweasy.com started on Tuesday,-00157.json

at 2017-10-24 06:16, vivian said: 请问教学短片怎么打不开呢？

at 2017-10-24 06:19, Support Team said: 由於我們是透過youtube播放，在中國可能打不開

2017-10-24-Chat transcript on coweasy.com started on Tuesday,-00160.json

at 2017-10-24 08:56, Ms.Rainie said: Petty-Cash 在那入?

at 2017-10-24 08:57, Support Team said: 「會計」模組－>「會計輸入」->「會計人員輸入」可以直接以借方貸方輸入交易，任何交易都可以在這裡輸入。
除此之外，也可以在「銀行月結單輸入」處理, 左上角「選擇銀行」, 可以選擇「現金」科目來輸入零用現金

2017-10-25-Chat transcript on coweasy.com started on Wednesda-00161.json

at 2017-10-25 03:50, Eliza Yuan said: 你好，小企云不能新增货币?

at 2017-10-25 03:58, Support Team said: 企業雲才有多貨幣功能，會計雲和小企雲模式並未多貨幣功能，如需升級模式請電郵至申請
如在會計雲和小企雲模式，不使用多貨幣功能來輸入外幣交易，用戶需要將外幣自行折算為本幣來輸入

2017-10-25-Chat transcript on coweasy.com started on Wednesda-00165.json

at 2017-10-25 07:36, SamSung said: 可以匯入資料?

at 2017-10-25 07:36, Support Team said: 可以的，基礎資料：科目表客戶供應商員工庫存，單據資料：訂單發票採購支出月結單輸入會計輸入，這些都支持匯出匯入
匯入功能：
準備 Excel 文件：在主頁各個模組相應的單據輸入按『Excel匯入』，打開匯出匯入頁面，例如：『銷售』－『發票』－『Excel匯入』，這樣有兩個頁籤，在『匯出』頁籤可按『空白模板』下載沒有資料的格式文件，也可選擇單據再按『匯出』以匯出所選單據。在下載的格式裡，輸入發票資料
匯入資料：按『匯出』頁籤，選擇上一步準備的文件，上傳
完成匯入：系統會自動檢查資料的格式，確保沒有錯誤，用戶可在『匯入紀錄』，點擊『結果』查看匯入結果

2017-10-30-Chat transcript on coweasy.com started on Monday, -00170.json

at 2017-10-30 08:32, fanny@micah-hk.com said: 如何列印單據

at 2017-10-30 08:35, Support Team said: 系統大部分單據都可以列印，以下以發票為例子，其他可列印單據都是相同步驟：

首先在發票記錄打開需列印的發票，如未建立需先新增並且儲存該發票
在發票頁面，在『記錄／列印』選單選擇『自訂發票』即可產生該發票的PDF，系統預設有4個不同的樣式，用戶可選擇使用的樣式
用戶可使用該PDF列印

如用戶需批量列印批發，在『發票記錄』－『自訂發票』這樣，選『多項列印』，再在記錄中多選發票，按『列印』即可產生所選發票的PDF

2017-10-31-Chat transcript on coweasy.com started on Tuesday,-00175.json

at 2017-10-31 09:04, Wayne Ng said: 想問每月支出係邊道入

at 2017-10-31 09:04, Support Team said: 每月的支出可以在「支出模組」中的「支出」或「即時支出」中輸入。可以選擇相應的費用項目，然後填寫金額和其他相關信息。完成後，記得點擊左上角的“保存”來保存整個紀錄。
除了支出模組，任何單據都可以可以在「會計模組」－「會計人員輸入」這裡直接以借方貸方方式輸入，但用戶需留意只需輸入一次不要重複輸入交易。

2017-11-01-Chat transcript on coweasy.com started on Wednesda-00179.json

at 2017-11-01 04:22, sales@lol-distribution.com said: 如何刪除產品

at 2017-11-01 04:27, Support Team said: 如該產品沒有使用過，可以在「庫存」列表中刪除。但已使用的庫存則不能刪除，除非先刪除了所有相關單據

at 2017-11-01 04:33, sales@lol-distribution.com said: 可以把所有產品預設顏色 & 預設尺碼都預設好,不需每個自行選擇

at 2017-11-01 04:34, Support Team said: 新增庫存時，顏色，尺碼是可以留空不填的，沒有預先設定
用戶也可使用匯入功能，在Excel使用複製粘貼功能貼上所需資料，匯入可以批量處理不需要逐個選擇

2017-11-02-Chat transcript on coweasy.com started on Thursday-00187.json

at 2017-11-02 10:22, sales@lol-distribution.com said: 我想問啲價錢可以點樣唔顯示小數點後

at 2017-11-02 10:24, Support Team said: 你需要修改發票樣式，如不清楚自訂表單樣式，請參考FAQ：https://www.coweasy.com/Cloud/FAQ.aspx?ID=CustomizeForm

在樣式修改頁面，選擇需修改的欄位，按工具欄的『text format』，『decimal digit』改為 0

2017-11-06-Chat transcript on coweasy.com started on Sunday, -00191.json

at 2017-11-06 16:25, V1509898515016943 said: 此服務適用於英國的税務嗎？

at 2017-11-06 16:26, Support Team said: Mai, 你好，系統是絕對適合英國稅制的

at 2017-11-06 16:27, Support Team said: 當你註冊試用版的時候請選擇國家為英國

at 2017-11-06 16:27, Support Team said: 系統便會產生符合英國稅制的會計科目表給你使用

2017-11-07-Chat transcript on coweasy.com started on Tuesday,-00199.json

at 2017-11-07 03:49, Ms. Poon said: 你好! 請問一個系統, 可否處理兩間公司的帳目? 另庫存記錄是否會直接與會計管制

at 2017-11-07 03:50, Ms. Poon said: 更正- 庫存記錄是否會直接入 stock item for accounting purpose?

at 2017-11-07 03:51, Support Team said: 我們每個戶口是處理一間公司的帳目，但有一個好處是一間公司開發票另一間公司自動會產生採購紀錄

at 2017-11-07 03:53, Support Team said: 是可以的，當用戶輸入採購紀錄和出發票的時候，庫存的數量水平會自動更新並反映真實狀況，而且是完全符合庫存管理的會計制度

at 2017-11-07 03:53, Ms. Poon said: 即是 - 如我公司有兩個公司名稱, 是獨立帳戶, 那麼需購買兩個系統來操作?

at 2017-11-07 03:55, Support Team said: 如是兩間公司需要處理兩個獨立帳戶，是需要採用兩個戶口運作的，由於這樣才能產生兩份不同的財務報表

2017-11-08-Chat transcript on coweasy.com started on Wednesda-00206.json

at 2017-11-08 06:23, Sunny Ip said: 你好?我想請問如用對帳單模式輸入應付或應收貨款給客人, 系統會否自動幫我開戶入埋購貨(51110)或銷貨戶口(41110)

at 2017-11-08 06:33, Support Team said: 月結單輸入不會自動入購貨或銷貨的，如按cash base輸入，可直接在月結單輸入購貨銷貨，而不是應付應收如需accrual base，需要在其他輸入裏先輸入購貨－應付，銷貨－應收的紀錄，之後付款收款時再在按月結單輸入應付應收的紀錄

2017-11-13-Chat transcript on coweasy.com started on Monday, -00223.json

at 2017-11-13 06:38, Sunny Ip said: 如何設置用戶權限

at 2017-11-13 06:39, Support Team said: 登入管理員帳戶，只有管理員用戶才可以設置用戶權限
登入後，在主頁左側，公司設置，打開用戶管理頁面
需先啟用權限才可以設置個別用戶的權限，如不啟用權限，其他用戶都可以存取所有單據和報表，另外，如帳戶只有一個管理員用戶並無其他用戶則不能啟用權限
在用戶管理頁面中，可以看到所有用戶列在表格中。找到要設置權限的特定用戶，單擊『權限』以打開該用戶的權限設置頁面
在權限設置頁面中，根據需要勾選相應的功能來分配權限。默認情況下，用戶沒有任何權限，管理員需要為其分配
完成權限設置後，請確保點擊頁面頂部的『保存』按鈕以保存

2017-11-15-Chat transcript on coweasy.com started on Wednesda-00241.json

at 2017-11-15 07:41, 曾小姐 said: 如何修改科目表的第三層名稱?

at 2017-11-15 07:42, Support Team said: 在科目表頁面，點擊科目列表的標題的第三層，在打開的頁面選擇需要修改的項目，點擊『閱覽』，修改名稱後『儲存』

at 2017-11-15 07:46, 曾小姐 said: 第一層能改嗎?

at 2017-11-15 07:48, Support Team said: 可以選擇列表中的科目性質
由於第一層,科目性質,是標準化項目，所以是不能修改的，只需要選擇便可了

2017-11-15-Chat transcript on coweasy.com started on Wednesda-00242.json

at 2017-11-15 07:37, sales@lol-distribution.com said: 你好, 我想問如果我so入面既送貨日子, 在iv可以改的嗎?

at 2017-11-15 07:38, sales@lol-distribution.com said: 還是我在so輸入了就不能再改更?

at 2017-11-15 07:38, Support Team said: so的只是用作參考

at 2017-11-15 07:38, Support Team said: 只改發票就可以

at 2017-11-15 08:06, sales@lol-distribution.com said: 點解我打so單既時候, 佢唔會顯示個單價既?

at 2017-11-15 08:08, Support Team said: 輸入報價單時，選擇庫存後會自動顯示批發單價

at 2017-11-15 08:09, Support Team said: 在庫存登記頁面，按這裡可以修改批發單價

2017-11-15-Chat transcript on coweasy.com started on Wednesda-00244.json

at 2017-11-15 09:38, sales@lol-distribution.com said: 我想睇我既item既所有價錢, 因為有d價錢錯左, 我地想睇下邊個要改

at 2017-11-15 09:41, Support Team said: 在「庫存」記錄，點擊「匯出所有」，或者先選擇相關庫存再點「匯出選擇」，可以匯出庫存資料，在excel可查看及修改資料，修改後按「插入資料」可匯入excel

2017-11-16-Chat transcript on coweasy.com started on Thursday-00247.json

at 2017-11-16 03:07, MS.Yuen said: 你好請問有300000是由儲蓄戶口存入支票戶口,已入支票戶口數,現入儲蓄戶口,但出現以下問題,導致賬面及下月初始數不同,想請問如何解決

at 2017-11-16 03:11, Support Team said: 你的截圖有2個－300000，是否轉了2次？
請查看該科目的總分類帳，可以檢查該科目的交易明細，看看是否有交易重複輸入了或者其他錯誤，日期先看當月的，如沒有問題再查看較早日期以排查錯誤

2017-11-17-Chat transcript on coweasy.com started on Friday, -00252.json

at 2017-11-17 04:56, V1510834495232169 said: 請問發票編號可以不依次序+1, 而自己不順序輸入嗎

at 2017-11-17 04:57, Support Team said: 發票編號會自動＋1的，但儲存前你仍可以手動改編號

at 2017-11-17 05:01, V1510834495232169 said: 如何把已開發票資料轉入會計賬內, 如DR 應收賬, CR 銷貨

at 2017-11-17 05:03, Support Team said: 發票儲存後會自動產生傳票，DR AR CR Revenue，不需要另外操作。儲存後你可以按“傳票”查看,也可以查看總分類帳或其他財務報表

at 2017-11-17 05:12, V1510834495232169 said: 如INV AMT 100-, 但客戶找了150-, 找多的50 在下單付款時扣回, 該怎樣

at 2017-11-17 05:14, Support Team said: 直接收取150

at 2017-11-17 05:16, Support Team said: 下一張單時，輸入－50可以扣減

at 2017-11-17 05:17, Support Team said: 系統會紀錄這張發票收多了50，下次收款時輸入－50可以扣減

at 2017-11-17 05:25, V1510834495232169 said: 賬齡報表可否以客戶原本之貨幣顯示如USD,EUR,GBP, 再有一個係已換算為HKD 作核數用

at 2017-11-17 05:45, Support Team said: 如使用企業運模式，銷售賬齡報表是可以有外幣顯示欠款的，同時也有港幣作核數之用

at 2017-11-17 06:10, V1510834495232169 said: 常用的摘要有冇地方可以儲存, 下次可以CALL 回不用每次重覆輸入

at 2017-11-17 06:14, Support Team said: 是的幾乎在我們所有的頁面內說明欄位輸入的數據也可以給用戶下次重用

2017-11-28-Chat transcript on coweasy.com started on Tuesday,-00288.json

at 2017-11-28 08:40, Gennifer Chiu said: 請問 MPF 屬於什麼科目

at 2017-11-28 08:41, Support Team said: 支出科目

at 2017-11-28 08:42, Support Team said: MPF的科目性質是支出

2017-11-29-Chat transcript on coweasy.com started on Tuesday,-00289.json

at 2017-11-29 16:35, V1511886823180449 said: 想問下，個software 用法

at 2017-11-29 16:37, Support Team said: 我們提供 3個雲端模式初創雲 - 主要提供非會計人士入數使用，由銀行月結單自動產生財務報表小企雲 - 除初創雲所有功能外，也可以出單和輸入薪酬及日常開支企業雲 - 除小企雲所有功能外，也提供庫存管理和項目分析功能

at 2017-11-29 16:39, V1511886823180449 said: 有冇影片可以看下

at 2017-11-29 16:40, Support Team said: 有，在網站首頁右方有介紹影片，請問看到嗎？

at 2017-11-29 16:40, Support Team said: 而且，進入系統內，也有不同的教學短片，可供參考

2017-12-01-Chat transcript on coweasy.com started on Friday, -00295.json

at 2017-12-01 02:41, Ariel said: 請問如我有3間公司，是否可用 multiple entries ?

at 2017-12-01 02:49, Support Team said: 這樣需要開3個戶口，每間獨立一個

at 2017-12-01 02:50, Support Team said: 而mutiple entries是會計輸入方式，以debit credit的方式輸入，任何公司也可以使用

2017-12-04-Chat transcript on coweasy.com started on Monday, -00311.json

at 2017-12-04 08:39, Sonia Yuen said: 請問可以幾多人同時使用?

at 2017-12-04 08:41, Support Team said: 每個用戶同時只可有一個登入。如果需要多人同時使用，訂購時可以選擇附加用戶，這樣可以新增其他用戶以同時登入使用

2017-12-05-Chat transcript on coweasy.com started on Tuesday,-00316.json

at 2017-12-05 04:09, sales@lol-distribution.com said: 我想問如果想改SO NO

at 2017-12-05 04:10, sales@lol-distribution.com said: 我想改成SO17XXXX

at 2017-12-05 04:11, Support Team said: 系統採用自動遞增的方式自動產生單據編號，如剔選了『按日期』／『By Date』選項，則以日期層級方式，強制以前綴+年+月+日+N 的格式產生編號。
根據你的問題，你應該不要剔選『按日期』選項，當你不選這選項，新增單據，將編號改為『SO170001』，儲存後，下一張新單就會自動出『SO170002』為編號，之後也會自動遞增。
如果剔了的話，編號會使用 SO-17-12-05-001，這樣的日期格式

2017-12-07-Chat transcript on coweasy.com started on Thursday-00325.json

at 2017-12-07 09:00, Isabella said: 若做了Invoice是否化表已出貨，會直接扣庫存？

at 2017-12-07 09:02, Support Team said: 是的，發票除了會自動產生會計傳票，也會自動扣減庫存數量。採購也一樣會自動增加數量。

at 2017-12-07 09:14, Isabella said: 我已試入了PO，收貨及invoice，但庫存仍然顯示所有item是負數

at 2017-12-07 09:16, Support Team said: PO只是訂單，尚未屬於真正採購，用戶需要把 po轉至採購單，這樣庫存便會增加數量。如庫存數還是負數，用戶可以在「庫存流量報表」查看該庫存的出入貨明細檢查是否有多做或少做出入貨

2017-12-11-Chat transcript on coweasy.com started on Monday, -00335.json

at 2017-12-11 02:26, Priscilla said: 請問客戶多於一個送貨地址應如何輸入

at 2017-12-11 02:29, Support Team said: 在出發票時可以輸入不同的送貨地址，系統會按客戶儲存送貨地址，之後可以選擇這些已使用過的地址

at 2017-12-11 02:30, Priscilla said: 即不是在客戶資源管理內輸入, 是嗎

at 2017-12-11 02:31, Support Team said: 單據可以直接輸入新的地址，客戶資料裡也可以設置多個地址，但預設的只有一個

at 2017-12-11 03:53, Priscilla said: 請問開始使用前, 我們的基本資料如公司名, 地址電話傳真等可在哪個位置輸入, 還有使用權限

at 2017-12-11 03:56, Support Team said: 可以在登入後首頁頁面左側欄位，「公司設置」－「公司資料」和「用戶管理」

2017-12-11-Chat transcript on coweasy.com started on Monday, -00337.json

at 2017-12-11 04:20, Gennifer Chiu said: 我入了員工代付資料, 我可以在那一個報表看到有關資料?

at 2017-12-11 04:23, Support Team said: 當輸入完員工代付資料後，假設有輸入過日用品費用之後可以在損益表內查看

at 2017-12-11 04:23, Support Team said: 在總分類帳也可顯示

at 2017-12-11 04:25, Gennifer Chiu said: 是否不能確定是那一個員工支出?

at 2017-12-11 04:27, Support Team said: 它對應的戶口，是該員工的科目當然也可以在總分類帳查看

at 2017-12-11 04:28, Support Team said: 另外其實在輸入每一項支出費用時你也可以在說明內填上該員工名稱

at 2017-12-11 04:29, Support Team said: 方便日後查看支出時，可看出是那員工付出的

at 2017-12-11 04:29, Gennifer Chiu said: 有關款項我已經支付了費用給他，我如何報銷?

at 2017-12-11 04:30, Support Team said: 可以在'員工代付'這裏處理

at 2017-12-11 04:31, Support Team said: '會計輸入'也可以

at 2017-12-11 04:31, Support Team said: 轉入選擇相關員工科目

at 2017-12-11 04:31, Support Team said: 轉出選擇付款銀行

at 2017-12-11 04:38, Support Team said: 由於在之前員工代付紀錄是指欠員工多少錢

at 2017-12-11 04:39, Support Team said: 所以現在進行清還的時候現在轉入選擇該員工

at 2017-12-11 04:39, Support Team said: 轉出便是從哪個銀行拿錢出來

at 2017-12-11 04:35, Gennifer Chiu said: 備註是否入支票號碼?

at 2017-12-11 04:40, Support Team said: 備註可以寫上支票號碼

2017-12-11-Chat transcript on coweasy.com started on Monday, -00340.json

at 2017-12-11 08:27, Priscilla said: 發票編號可以用幾個不同的 prefix 嗎?

at 2017-12-11 08:35, Support Team said: 也是可以的

at 2017-12-11 08:35, Support Team said: 可以按編號右手邊，向下箭咀

at 2017-12-11 08:36, Support Team said: 選擇不同的prefix

at 2017-12-11 08:52, Priscilla said: 我們很多時候一次發貨會包含客人數份訂單的貨, 這樣如何處理

at 2017-12-11 08:53, Priscilla said: 要開幾份發票嗎

at 2017-12-11 08:56, Support Team said: 不需要，我們正正是可以把同一個客戶的多張報價單一次過轉至一張發票發出，只是在發票內，目前只會顯示從那1張報價單開始啟動這次轉換動作的編號，才會顯示在發票的左下方。

2017-12-11-Chat transcript on coweasy.com started on Monday, -00341.json

at 2017-12-11 09:12, Priscilla said: 若其中的發貨項目只交部份數量,這樣可以嗎,未交餘數會保留在報價單內看到嗎

at 2017-12-11 09:14, Support Team said: 在報價單轉至發票後，我在未完成銷售訂單報表內，查看該報價單上如多少數量尚未發出

at 2017-12-11 09:20, Priscilla said: 如何在系統輸入客人自己的型號

at 2017-12-11 09:22, Support Team said: 請問你是說關於你公司的產品但針對不同的客戶有客戶的型號或相關資料是嗎

at 2017-12-11 09:22, Priscilla said: 是的,我們一個內部型號, 對應不同客人各自不同的型號

at 2017-12-11 09:24, Support Team said: 在規格欄位內輸入的所有資料也是屬於該客戶一的

at 2017-12-11 09:24, Support Team said: 當下次你選擇客戶一及庫存一

at 2017-12-11 09:25, Support Team said: 規格內便會自動顯示之前曾經輸入過針對客戶一的相關資料

at 2017-12-11 09:27, Priscilla said: 你意思第一次記錄客人型號資料也是在報價單內輸入嗎

at 2017-12-11 09:27, Support Team said: 是的這正正反映出不同客戶有不同的型號資料

at 2017-12-11 09:28, Support Team said: 産品登記页，主要登記屬於該產品的基礎資料為主

at 2017-12-11 09:28, Support Team said: 當然，若用戶沒有在發票的規格內輸入任何資料

at 2017-12-11 09:28, Support Team said: 系統便會自動抽取該產品在登記頁的相關資料

at 2017-12-11 09:29, Support Team said: 其實規格也可以說是產品說明的明細的

2017-12-14-Chat transcript on coweasy.com started on Thursday-00349.json

at 2017-12-14 04:02, sales@lol-distribution.com said: 我想問點解淨單價會灰左既??

at 2017-12-14 04:05, Support Team said: '淨單價'是由'單價'及'折扣'計算，'總數'由'淨單價'和'數量'計算出來的，無需用戶計算也不能修改

2017-12-15-Chat transcript on coweasy.com started on Friday, -00354.json

at 2017-12-15 04:10, ASTER JOR said: I'm Aster, 請問 AGING REPORT 可以選之前日期嗎, 系統不會包括之後入的數?

at 2017-12-15 04:10, Support Team said: 可以的

at 2017-12-15 04:14, Support Team said: 選擇期間：會顯示時間段內的發票，收款至選定的日期：“期間”至的日期後的收款不會計算，例如15/12/2017 之後收款，發票也會列入未settled所有收款：會計算所有的收款

at 2017-12-15 04:15, Support Team said: 如需不包括之後入的發票，請在選擇期間選擇日期如需不包括之後入的收款，請選擇“收款至選定的日期”

2017-12-18-Chat transcript on coweasy.com started on Monday, -00358.json

at 2017-12-18 02:23, Priscilla said: 請問 stock 入面的 purchase price 可以定貨幣嗎

at 2017-12-18 02:24, Support Team said: 可以的

at 2017-12-18 02:28, Priscilla said: 這資料可從 excel 匯入嗎

at 2017-12-18 02:30, Priscilla said: Stock code 下面有中英文 stock name , 兩個都要入嗎, 我們只用英文的

at 2017-12-18 02:34, Support Team said: 只需輸入其中一個

at 2017-12-18 02:39, Priscilla said: 如有香港深圳兩個貨倉, 型號及購貨價等資料全是一樣的, 只是 opening quantity 不一樣, 這樣資料要分開匯入嗎

at 2017-12-18 02:41, Support Team said: 匯入資料時只需輸入一個資料，但匯入資料時不要匯入初始餘額

at 2017-12-18 02:42, Support Team said: 不同地區輸入初始餘額需分開輸入

2017-12-18-Chat transcript on coweasy.com started on Monday, -00360.json

at 2017-12-18 03:37, Support Team said: 你好，關於匯入庫存不同地區的初始餘額，請在匯入時先在預設地區輸入所有地區的總數，然後在庫存轉移輸入其他地區的數量

at 2017-12-18 03:38, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/c95f3f93cc9a1aa815bd0a228e5d131598e1a2d3/stocktranser.png

at 2017-12-18 03:38, Priscilla said: 我係 CRM import excel data , 顯示 "The Sheet name in .xls file must be "customers" !, 是甚麼意思

at 2017-12-18 03:38, Support Team said: 可否發 excel file 給我看看

at 2017-12-18 03:41, Priscilla said: File :
https://tawk.link/59c4a0df4854b82732ff17d4/vc/5a3736c8323c50ebe356ebc7/v/6942962cf5554443d360a2e778842e3c85fc7606/Customers.xls

at 2017-12-18 03:43, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/249b88721fbca9d4cb098006c041a9ca69682952/crmlist3.png

at 2017-12-18 03:43, Support Team said: 請使用客戶紀錄這裡匯出的空白模板

at 2017-12-18 03:49, Priscilla said: 但我是要匯入資料

at 2017-12-18 03:50, Support Team said: 需要按照我們提供的excel 格式才內匯入

at 2017-12-18 03:52, Priscilla said: 要完全一樣嗎, 沒用的行位可否刪除

at 2017-12-18 03:52, Support Team said: 只能隱藏，不能刪除

at 2017-12-18 03:52, Priscilla said: 好

at 2017-12-18 04:10, Priscilla said: 客人的 office hour 可於哪個位置輸入

at 2017-12-18 04:14, Priscilla said: 還有 currency

at 2017-12-18 04:25, Priscilla said: 有提議嗎

at 2017-12-18 04:31, Support Team said: 試試在通信地址第四行輸入

at 2017-12-18 04:32, Priscilla said: 每行地址有沒有限字位

at 2017-12-18 04:34, Support Team said: 每行1000字符

at 2017-12-18 04:36, Priscilla said: 夠了:grinning:

at 2017-12-18 04:36, Priscilla said: 貨幣呢

at 2017-12-18 04:49, Support Team said: 客戶沒有設置預設貨幣的，也可能先輸入在地址欄當作備註，開單時再刪除

2017-12-18-Chat transcript on coweasy.com started on Monday, -00361.json

at 2017-12-18 06:08, Andrea Chan said: 請問波鞋鋪(有online shop)祇用邊個version?

at 2017-12-18 06:08, Andrea Chan said: 主要想方便入數，宜家用excel比較亂

at 2017-12-18 06:10, Support Team said: 那請問只是以埋數為主？

at 2017-12-18 06:10, Support Team said: 還是希望系統可以出發票？

at 2017-12-18 06:11, Andrea Chan said: 之前買左個POS system但唔係好好用

at 2017-12-18 06:12, Andrea Chan said: 主要想用黎埋數，如果你地個POS易用都會考慮

at 2017-12-18 06:13, Support Team said: 是的，我們的企業運模式也可提供零售系統，你可以進入免費體驗版看看

at 2017-12-18 06:13, Support Team said: 所有零售紀錄也會直接轉入會計帳目無需重新輸入

at 2017-12-18 06:14, Andrea Chan said: hardware方面我已經有barcode printer receipt printer n barcode scanner咁可以用嗎﹖

at 2017-12-18 06:15, Andrea Chan said: 我有進入免費體驗版睇過但好似幾複雜

at 2017-12-18 06:15, Andrea Chan said: 我想問係每日收費定要簽約一次過俾12/24個月?

at 2017-12-18 06:17, Support Team said: 首先可以答你，現在你用開的所有硬件也可以繼續使用

at 2017-12-18 06:18, Support Team said: 付款方式方面其實你也可以看到用戶可以遊付費一日開始至24個月也可以

at 2017-12-18 06:18, Support Team said: 當然，一次性預付費越多時段相對平均的費用會較平

at 2017-12-18 06:19, Andrea Chan said: 有無video可以睇到點入數同加庫存?

at 2017-12-18 06:20, Andrea Chan said: 免費體驗版唔知點到可以add income or expenses

at 2017-12-18 06:21, Support Team said: 在三個不同雲端模式的頁面內也有相關的短片作介紹

at 2017-12-18 06:22, Support Team said: 當然，如有部分頁面尚未提供短片，目前我們也正在製作中

at 2017-12-18 06:22, Support Team said: 不太明白你說免費體驗版怎樣不能加收入或支出

at 2017-12-18 06:24, Andrea Chan said: 或者我免費試用下先 thank you

at 2017-12-18 06:24, Andrea Chan said: 你地係新公司?

at 2017-12-18 06:24, Andrea Chan said: 早幾個月我上網搵都未有你地呢個服務，exactly係我想搵既野:grin:

at 2017-12-18 06:26, Support Team said: 我們不是新公司已經成立了八年

at 2017-12-18 06:26, Support Team said: 只是之前沒有太多推廣

at 2017-12-18 06:26, Support Team said: 由於近期老板公司的方向想推及至全香港中小企使用

at 2017-12-18 06:27, Support Team said: 所以也有在無線的宣傳易賣廣告

at 2017-12-18 06:27, Support Team said: 其實你看到系統的功能也想對其他公司比較成熟

at 2017-12-18 06:27, Support Team said: 由於我們已有100多個客戶使用的經驗

at 2017-12-18 06:57, Andrea Chan said: 試用左初創雲唔可以試企業雲?

at 2017-12-18 06:59, Support Team said: 同一戶口只有一種模式，我們可以將你的戶口轉為企業雲

at 2017-12-18 07:00, Support Team said: 你可以用第二個電郵地址註冊企業雲，這樣可以分開試用

2017-12-18-Chat transcript on coweasy.com started on Monday, -00362.json

at 2017-12-18 06:55, V1512984685126641 said: 请问你们的系统员工可以自己upload请假或者claim凭据吗

at 2017-12-18 07:01, Support Team said: 如果您設定相關員工的權限只是做該支出為主

at 2017-12-18 07:02, Support Team said: 而你也可以把支出的憑證當作請假之用的話

at 2017-12-18 07:02, Support Team said: 那便可以作為員工請假的功能使用

2017-12-18-Chat transcript on coweasy.com started on Monday, -00363.json

at 2017-12-18 07:57, Priscilla said: 請問 CRM , company name 下面的 keywords 有甚麼用途

at 2017-12-18 07:59, Support Team said: keywordsk可以在出發票時用來搜客戶

at 2017-12-18 08:01, Priscilla said: 如沒入這資料會有影響嗎

at 2017-12-18 08:01, Support Team said: 不輸入也可以的

at 2017-12-18 08:02, Support Team said: 這欄只是方便搜尋用的

at 2017-12-18 08:25, Priscilla said: 如客人香港有辦室, 地址便在 Corresponding Address 輸入, 電話傳真都入 Tel , Fax 吧, 但如客人香港有另一送貨地址, 國內又有, 兩個送貨地址都有其電話, 傳真, 聯絡人等資料, 又應如何處理

at 2017-12-18 08:28, Priscilla said: 又或部份客戶大陸有兩間廠

at 2017-12-18 08:29, Support Team said: 客戶資料只輸入其中一個送貨地址，其他的送貨地址在輸入發票時輸入，改送貨地址的電話傳真也在地址裏輸入按“送貨地址”，可以選擇該客戶已使用過的送貨地址

at 2017-12-18 08:30, Priscilla said: 如國內地址我入在中交送貨地址, 香港貨倉入英文地址, 這樣可以嗎

at 2017-12-18 08:31, Priscilla said: 約有再多的地址才在輸入發票時入

at 2017-12-18 08:31, Support Team said: 是的

at 2017-12-18 08:34, Priscilla said: 但客戶資料內便不能輸入送貨地的電話傳真聯絡人資料, 只能在輸入發票時才做到嗎

at 2017-12-18 08:38, Support Team said: 是的，但使用過的地址可以選擇的不用再輸入的

2017-12-19-Chat transcript on coweasy.com started on Tuesday,-00365.json

at 2017-12-19 01:44, Priscilla said: 我嘗試匯入庫存, 選了檔案, 按匯入, 但系統顯示模板格式不正確

at 2017-12-19 01:44, Priscilla said: 請幫忙看看

at 2017-12-19 01:45, Priscilla said: File :
https://tawk.link/59c4a0df4854b82732ff17d4/vc/5a386a1f323c50ebe3c88deb/v/d4fc4d7791a0e053036d68e561a03cfd9e0b7c88/Inventory_-_Coweasy.xls

at 2017-12-19 01:46, Support Team said: 你現在的界面是英文的嗎？請轉為英文語言再試試匯入

at 2017-12-19 01:47, Priscilla said: 是中文介面, 我再試試

at 2017-12-19 01:50, Priscilla said: 可以了, 但打開 stock 時沒資料顯示出來

at 2017-12-19 01:52, Support Team said: 匯入時是顯示第一行成功，第二行成功這樣的？

at 2017-12-19 01:52, Priscilla said: 不是

at 2017-12-19 01:53, Priscilla said: 要再試嗎

at 2017-12-19 01:54, Support Team said: Stock Code Stock Name (Chinese) Stock Name (English) Default Location Default Brand Unit這幾欄是必須填寫的，名稱中英文可只入其中一個

at 2017-12-19 01:57, Priscilla said: Default Location 是否指貨倉代號, 比如 Warehouse A or Warehouse B

at 2017-12-19 01:57, Support Team said: 是的

at 2017-12-19 02:00, Priscilla said: 即是如同一型號, A倉, B倉均有庫存, 這樣 excel 檔便需有兩行資料, 然後一次過匯入, 系統便能顯示兩個貨倉各自數量資料, 對嗎

at 2017-12-19 02:01, Support Team said: 不是的，只需輸入其中一個，開發票時，預設是這個倉，如不是這個倉可以選擇

at 2017-12-19 02:03, Priscilla said: 但起始庫存是同一型號, 兩個倉都有貨, 這樣如何匯入

at 2017-12-19 02:03, Priscilla said: excel 檔的資料如何處理

at 2017-12-19 02:06, Support Team said: File :
https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/384ed2b4c96d36889368ad1c5048a44239698e01/inventory.xls

at 2017-12-19 02:06, Support Team said: 這樣的話是按你的入法

at 2017-12-19 02:07, Support Team said: 例如這個excel，匯入後A，B都會由數量，預設地區為A

at 2017-12-19 02:08, Priscilla said: 應該明白了, 我再試試

at 2017-12-19 02:16, Priscilla said: File :
https://tawk.link/59c4a0df4854b82732ff17d4/vc/5a386a1f323c50ebe3c88deb/v/01de5a287f6c94e285dc96c032e0b4986ed0ae58/Inventory_-_Coweasy.xls

at 2017-12-19 02:16, Priscilla said: 是這樣嗎

at 2017-12-19 02:18, Support Team said: 是的

at 2017-12-19 02:19, Priscilla said: 匯入了, 只見到兩行 SZW 倉的資料

at 2017-12-19 02:20, Priscilla said: 怎樣看 HKW 的資料

at 2017-12-19 02:21, Support Team said: 同一庫存只有一個資料，HKW有數量，數量可在庫存閱覽查看

at 2017-12-19 02:21, Support Team said: 也可以在初始餘額查看修改

at 2017-12-19 02:25, Priscilla said: 可否做到香港同事打開 STOCK 時看到的是HKW 的資料, 而深圳同事看到的是 SZW 的資料

at 2017-12-19 02:30, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/1f1891110b1bdf9a2c8c05f9afaa7e99efd5e4fc/projloc.png

at 2017-12-19 02:31, Support Team said: 這樣先設置工程或店鋪，選擇這個工程只顯示的地區

at 2017-12-19 02:31, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/dcfa65b2da6d5968dd2064dfd7837f8dc0de51ed/userproj.png

at 2017-12-19 02:32, Support Team said: 然後在用戶管理，選擇這個用戶可選的工程，這個用戶就只能選擇該工程的地區

at 2017-12-19 02:34, Priscilla said: 這是設定問題, 不用每個型號都需要做吧

at 2017-12-19 02:35, Support Team said: 不用設置庫存，

at 2017-12-19 02:35, Support Team said: 只需設置工程店鋪－地區，用戶－工程店鋪，這2個關係

at 2017-12-19 02:44, Priscilla said: 在工程/店鋪的哪個位置輸入

at 2017-12-19 02:44, Priscilla said: 沒找到你提供的介面

at 2017-12-19 02:45, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/9440e71a58813aa66296674c679c521323e96e16/proj.png

at 2017-12-19 02:45, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/d19479e1d8c12c863220210c89ac7c094bc4cfd7/proj2.png

at 2017-12-19 02:46, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/01aba8621a839768f4b5b13cb2c26781fc8d1788/proj3.png

at 2017-12-19 02:48, Priscilla said: 入去已經見到有 HKW 及 SZW

at 2017-12-19 02:49, Priscilla said: 然後用戶管理嗎, 在哪個位置

at 2017-12-19 02:49, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/fa03debd409bc56460ec49f074093c2a134bee45/user.png

at 2017-12-19 02:55, Priscilla said: 也是找不到你提供的 User Mgt 介面

at 2017-12-19 02:56, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/159639e68d09f27e8c5d23cba978463aec6e2347/user2.png

at 2017-12-19 02:56, Support Team said: 按用戶電郵可以修改用戶資料

at 2017-12-19 02:57, Support Team said: 或按增加用戶新增

at 2017-12-19 03:00, Priscilla said: 找到, 我按 project 的下拉箭咀, 入面沒資料

at 2017-12-19 03:01, Support Team said: 剛才設置工程/店鋪有沒有儲存？

at 2017-12-19 03:04, Priscilla said: 我見已有顯示 HKW 及 SZW , 我以沒再輸入任何設定

at 2017-12-19 03:04, Priscilla said: 應如何設定

at 2017-12-19 03:07, Priscilla said: 我們香港深圳各有兩個同事使用

at 2017-12-19 03:12, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/3e69486f4b2cd03f1a7fee0604ebd197d0dc0d30/projloc.png

at 2017-12-19 03:12, Support Team said: 輸入工程編號，名稱，對應的地區

at 2017-12-19 03:43, Priscilla said: 還是不太了解, 我開了一個 SZ 的用戶, 可能要用她的帳號重新登入才會知道

at 2017-12-19 03:45, Support Team said: 是的，要用sz用戶登入才看到分別

at 2017-12-19 03:45, Priscilla said: 好, 我試試

at 2017-12-19 04:08, Support Team said: 另外，由於貴戶口的試用期將於今星期內到期，如適合使用，請把握時段付費，謝謝

at 2017-12-19 04:29, Priscilla said: 所以想盡快試所有功能, 但似乎不夠時間

at 2017-12-19 04:32, Support Team said: 其實是這樣的，一般來說，在使用初期，系統能滿足用戶大部分的需求後，其實日後是透過日常使用，遇到任何問題，我們技術團隊作出適當的支援，那便可以協助用戶順利操作了

at 2017-12-19 04:34, Priscilla said: 如有新的貨品型號, 是否入了一次便兩個倉同時看到

at 2017-12-19 04:34, Priscilla said: 入一次就可以

at 2017-12-19 04:34, Support Team said: 是的

at 2017-12-19 04:35, Priscilla said: CowEasy 可以負庫存出發票嗎

at 2017-12-19 04:36, Support Team said: 可以的

at 2017-12-19 04:40, Priscilla said: 我們沒有用現時系統的 Sale order功能, 我們都是先入 sales order, 可以出貨時便在 sales invoice 介面 call 某一客人的未交貨 sales order 資料出來

at 2017-12-19 04:41, Priscilla said: Coweasy 沒有 sales order 介面 , 要用 quotation 做嗎

at 2017-12-19 04:41, Support Team said: 是的，是用quotation

at 2017-12-19 04:48, Priscilla said: 可以 partial 出貨嗎, sales order 是否會自己扣減數量

at 2017-12-19 04:50, Support Team said: 可以 partial 出貨，轉至發票時修改數量就可以

at 2017-12-19 04:52, Support Team said: 查看未出貨的SO，可以在“未完成銷售訂單”查看

at 2017-12-19 04:53, Support Team said: 查看未出貨，或未全部出貨的SO，可以在“未完成銷售訂單”查看

2017-12-19-Chat transcript on coweasy.com started on Tuesday,-00368.json

at 2017-12-19 06:35, Priscilla said: 剛才問,可以 partial 出貨嗎, sales order 是否會自己扣減數量

at 2017-12-19 06:37, Support Team said: 是可以部分出貨的

at 2017-12-19 06:37, Support Team said: 當做完報價單後

at 2017-12-19 06:40, Support Team said: 當轉至發票後修改數量

at 2017-12-19 06:40, Support Team said: 之後可以查看右手邊，未完成銷售訂單報表

at 2017-12-19 06:41, Support Team said: 你會看到該報價單尚餘多少數量未發貨

at 2017-12-19 06:45, Priscilla said: 報價單如何轉至發票

at 2017-12-19 06:47, Priscilla said: 我入了一張 AR0124, 系統 default 係 AR017-12-19-001, 我按下拉箭咀, 選了 AR0124 , 過了一會, 它又變回 AR017-12-19-001

at 2017-12-19 06:47, Priscilla said: AR0124 的內容並沒顯示出來

at 2017-12-19 06:48, Support Team said: 先答你第一個問題

at 2017-12-19 06:49, Support Team said: 報價單書入面的上方，有一個按鈕，轉至發票，看到嗎

at 2017-12-19 06:49, Priscilla said: 看到

at 2017-12-19 06:51, Priscilla said: 要先 call AR0124 出來嗎

at 2017-12-19 06:53, Support Team said: 對的

at 2017-12-19 06:56, Priscilla said: 再試都是一樣, call 了 AR0124, load 完 quotation no. 又變回 AR017-12-19-001

at 2017-12-19 07:02, Priscilla said: AR0124 的客戶名稱, 地址, 內容等全沒出來

at 2017-12-19 07:04, Support Team said: 請問在編號右手邊的空間有沒有剔上？

at 2017-12-19 07:05, Priscilla said: 有

at 2017-12-19 07:06, Support Team said: 如剔上它便會顯示我們年份月份日期的既定模式

at 2017-12-19 07:07, Support Team said: 所以如果你想用自己的模式，請不要把這個空格剔上便可

at 2017-12-19 07:08, Priscilla said: 沒剔了, 再 call AR0124 , 資料內容都是沒出來

at 2017-12-19 07:09, Support Team said: 這個可能是在選擇編號顯示模式上出現的情況

at 2017-12-19 07:09, Support Team said: 你可以這樣是一下

at 2017-12-19 07:10, Priscilla said: 我按下拉箭咀選的

at 2017-12-19 07:10, Support Team said: 首先把這張單據刪除然後這個空間沒有剔上，再輸入一次這紀錄看看

at 2017-12-19 07:11, Priscilla said: 資料沒出來, 不知如何刪除, 我另開一張試試

at 2017-12-19 07:11, Support Team said: 這個也可以

at 2017-12-19 07:14, Priscilla said: 開這個介面時 load 得很慢

at 2017-12-19 07:18, Support Team said: 應該不會的，我們也是很快顯示出來

at 2017-12-19 07:18, Support Team said: 你是說現在是這樣？還是一直是這樣？

at 2017-12-19 07:19, Support Team said: 其實我現在用手機打開也是很快

at 2017-12-19 07:19, Support Team said: 所以可以指引你一個測試的方法

at 2017-12-19 07:19, Support Team said: 看看是本身你辦公室的網絡問題

at 2017-12-19 07:19, Support Team said: 還是其他原因

at 2017-12-19 07:20, Support Team said: 你可以用手機去我們網站，看看速度是否快

at 2017-12-19 07:20, Support Team said: 那便可以多一些速度體驗了

at 2017-12-19 07:21, Priscilla said: 手機也是上網嗎, 不是 Apps, 對嗎

at 2017-12-19 07:25, Support Team said: 是的，我只是提議另一個上網的途徑，看看速度是否有分別而已

at 2017-12-19 07:29, Support Team said: 當然手機要用數據，不是用本身辦公室的wi-fi 來看分別

at 2017-12-19 08:02, Support Team said: 睇由於對上的訊息看不見，你可否重發一次給我

at 2017-12-19 08:03, Priscilla said: 再試了, 重新開了一份 quotation, 關上, 再入 quotation 介面, 選剛才新入的 VAN0124, 客人名稱, 內容都是沒出來

at 2017-12-19 08:04, Support Team said: 這樣吧我把你這次提問轉發至技術團隊跟進，最快明天回覆你，謝謝

at 2017-12-19 08:06, Priscilla said: 這樣我現在先試會計的部份吧

at 2017-12-19 08:34, Priscilla said: 請問可否匯入我們的會計科目, 而 CowEasy default 全部不用

at 2017-12-19 08:40, Priscilla said: 應該全部取消, 儲存, 然後再匯入我們的就可以了, 對嗎

at 2017-12-19 08:53, Priscilla said: 請問可否匯入我們的會計科目, 而 CowEasy default 全部不用

at 2017-12-19 08:53, Priscilla said: 應該全部取消, 儲存, 然後再匯入我們的就可以了, 對嗎

at 2017-12-19 08:57, Support Team said: 是的，你可以先選擇空白模塊

at 2017-12-19 09:12, Priscilla said: 請問是否支援多公司操作

at 2017-12-19 09:15, Support Team said: 每戶口支援1公司制度

at 2017-12-19 09:17, Priscilla said: 再多一公司費用也是一樣計算嗎

at 2017-12-19 09:17, Support Team said: 第二間有8折

at 2017-12-19 09:18, Priscilla said: 我們可否定時自己做一個備份

at 2017-12-19 09:20, Priscilla said: 系統似乎找不到可供做備份的位置

at 2017-12-19 09:26, Priscilla said: 我們可否定時自己做一個備份

at 2017-12-19 09:26, Priscilla said: 系統似乎找不到可供做備份的位置

at 2017-12-19 09:41, Support Team said: 其實系統會自動幫所有用戶每晚進行備份

at 2017-12-19 09:41, Support Team said: 當然用戶也可以隨時以excel格式下載所有相關數表及數據自行保存

at 2017-12-19 09:42, Support Team said: 由於雲端模式是一直運行，所以与以前傳統的會計軟件有很大差別，用戶其實是無須自行備份

at 2017-12-19 09:43, Priscilla said: 因為未用過雲端模式, 所以不清楚

at 2017-12-19 09:44, Support Team said: 明白，所以其實我們已做了一切數據保護程序

at 2017-12-19 09:44, Priscilla said: 你們是與 PCCW 合作嗎, 是否穩定, 有沒有限制容量

at 2017-12-19 09:45, Support Team said: 与pccw的合作主要是他們推介本身的寬頻公司用戶使用我們雲端會計服務

2017-12-20-Chat transcript on coweasy.com started on Wednesda-00370.json

at 2017-12-20 02:32, V1513736957786230 said: 系統可以做到報稅功效嗎

at 2017-12-20 02:34, Support Team said: 系統可以生成資產負債表，損益表等財務報表，可以交給會計師樓做核數報稅

at 2017-12-20 02:42, V1513736957786230 said: 有分有限公司同無限公司嗎

at 2017-12-20 02:45, Support Team said: 沒有的

2017-12-20-Chat transcript on coweasy.com started on Wednesda-00371.json

at 2017-12-20 04:30, V1513744126201396 said: 我哋用開MASOFT的

at 2017-12-20 04:31, V1513744126201396 said: 可移植嘛?

at 2017-12-20 04:33, Support Team said: 移植你是指將MASOFT的資料轉移到CowEasy？

at 2017-12-20 04:34, V1513744126201396 said: 對

at 2017-12-20 04:35, Support Team said: 會計可目表，客戶資料，庫存資料可以通過excel導入系統

at 2017-12-20 04:36, Support Team said: 透過我們 excel 的標準格式，將基礎資料匯入系統範圍內，範圍包括，會計科目表，客戶資料，供應商資料，庫存資料等等。至於數據資料方面，也可以透過excel 標準格式，匯入發票資料和採購資料等等

at 2017-12-20 04:36, V1513744126201396 said: 中國可自由出入這雲端嗎???

at 2017-12-20 04:36, Support Team said: 中國也可以的

at 2017-12-20 04:39, V1513744126201396 said: 這是英文版,有中文版?

at 2017-12-20 04:39, Support Team said: 界面語言可以選擇繁簡英這3種

at 2017-12-20 04:40, Support Team said: 在頁面右上角可以選擇

2017-12-20-Chat transcript on coweasy.com started on Wednesda-00372.json

at 2017-12-20 05:53, Billy said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/vc/5a39fa93323c50ebe33b8a29/v/5e0b0404a7c101c32148400313e4b9742771c683/image.png

at 2017-12-20 05:53, Billy said: 我想問點樣可以見到呢D既收入係邊一張來自邊一張IV

at 2017-12-20 05:55, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/37afd9e6d795d768de56bbe96ec2c62a3089570f/salesreports.png

at 2017-12-20 05:55, Support Team said: 可以查看這些銷售報表

at 2017-12-20 05:57, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/2f27f44a746da9b804ff1cf9f2c6de3117fd3b3e/salesreport.png

at 2017-12-20 05:58, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/71694d086ff34bd0f288ab8d6b83045228852aa7/salesreport2.png

at 2017-12-20 05:58, Support Team said: 例如在銷售報表查看這個月的銷售，可以按發票編號查看發票內容

at 2017-12-20 06:01, Billy said: 我不是太明白

at 2017-12-20 06:02, Billy said: 點解我係呢到睇到今個月既收入

at 2017-12-20 06:02, Billy said: 同岩岩我CAP俾你既個到唔同既?

at 2017-12-20 06:03, Billy said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/vc/5a39fa93323c50ebe33b8a29/v/5de5930a66bc8a70e15be21a10da1264f9ac4d45/image.png

at 2017-12-20 06:03, Billy said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/vc/5a39fa93323c50ebe33b8a29/v/c873b681d5ce6bebd8917bd5ee10536fb674961a/image.png

at 2017-12-20 06:03, Billy said: 呢到加上既總數

at 2017-12-20 06:04, Support Team said: Dashboard顯示的是最近30天的

at 2017-12-20 06:04, Billy said: 同頁面既邊一個月都唔同?

at 2017-12-20 06:05, Support Team said: 另外今天入的數不會馬上在dashboard顯示，每天凌晨會自動更新一次

at 2017-12-20 06:05, Billy said: 咁我想問係咪只要整左INVOICE既單

at 2017-12-20 06:05, Billy said: 就會顯示係呢一到

at 2017-12-20 06:06, Billy said: 因為我公司有時未必條條數會即時收到, 但會開左IV先

at 2017-12-20 06:06, Billy said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/vc/5a39fa93323c50ebe33b8a29/v/d761d502740dd2cbc8e30708bf6e21cdd5d29221/image.png

at 2017-12-20 06:06, Billy said: 所以我真係收左錢既, 我會入係呢一到

at 2017-12-20 06:08, Support Team said: 如要查看未收取的款項，可以查看“銷售賬齡報表”或“客戶往來報表”

at 2017-12-20 06:09, Support Team said: “咁我想問係咪只要整左INVOICE既單就會顯示係呢一到“是的

at 2017-12-20 06:09, Billy said: 咁如果我要查看俾左錢既IV

at 2017-12-20 06:09, Billy said: 係邊到睇到?

at 2017-12-20 06:11, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/14b4be3bd82323b7440017d6d19cafd8b7b1a2c1/invreceive.png

at 2017-12-20 06:11, Support Team said: 在發票紀錄可以看到

2017-12-21-Chat transcript on coweasy.com started on Thursday-00383.json

at 2017-12-21 08:20, Canny Yu said: 點樣出STATEMENT?

at 2017-12-21 08:22, Support Team said: 可以在銷售月結單列印

at 2017-12-21 08:31, Support Team said: 選客戶，時間，按查看應該是可以的

at 2017-12-21 08:35, Canny Yu said: 如果我只選擇一個客戶呢

at 2017-12-21 08:35, Canny Yu said: 因為佢顥示所以客戶

at 2017-12-21 08:38, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/d1d0e525a4b3090c9dddd9a5ee776f367fb42782/salesmonthly.png

at 2017-12-21 08:38, Support Team said: 由...至...選同一個客戶

2017-12-21-Chat transcript on coweasy.com started on Thursday-00384.json

at 2017-12-21 08:20, Priscilla said: 請問現時試用的收款介面是否開不到傳票

at 2017-12-21 08:21, Support Team said: 不是是可以的

at 2017-12-21 08:22, Priscilla said: 是灰色的

at 2017-12-21 08:22, Support Team said: 但你必須要輸入記錄並按儲存後才可

at 2017-12-21 08:22, Priscilla said: 啊, 應該修改後沒按庫存, 謝謝了

at 2017-12-21 08:23, Priscilla said: 系統日期可否更改為 YYYY/MM/DD

at 2017-12-21 08:27, Support Team said: 你指列印出PDF顯示的日期格式？

at 2017-12-21 08:28, Support Team said: PDF的話可以修改模板的日期格式

at 2017-12-21 08:29, Support Team said: 但輸入畫面，列表，報表搜尋畫面的日期格式是統一的，不能修改

at 2017-12-21 08:29, Priscilla said: 包括列的的發票也不能更改嗎

at 2017-12-21 08:30, Support Team said: 不能改的，只有自訂報價單，自訂發票等模板才能修改

at 2017-12-21 08:32, Priscilla said: 傳票用 A5 紙打印 ok 嗎

at 2017-12-21 08:33, Priscilla said: 定係已 default 用 A5 紙

at 2017-12-21 08:33, Support Team said: A5應該是可以的

at 2017-12-21 08:35, Support Team said: 列印的紙張應該是跟windows的設定，列印時你可能需要選A5 size

at 2017-12-21 08:44, Priscilla said: 剛才開了傳票看了一下, 想再開來打印, 但無法再打開

at 2017-12-21 08:45, Support Team said: 先在收款紀錄打開收款，再按傳票

at 2017-12-21 08:46, Priscilla said: 是這樣做的

at 2017-12-21 08:47, Support Team said: 這樣應該開到的

at 2017-12-21 08:48, Support Team said: 你看看有沒有在其他的視窗開了

at 2017-12-21 08:48, Priscilla said: 啊, 有, 開了幾個

at 2017-12-21 08:49, Priscilla said: 幾個收款視窗

at 2017-12-21 08:50, Support Team said: 開到傳票？

at 2017-12-21 08:57, Priscilla said: 可以

at 2017-12-21 09:23, Priscilla said: 請問 CowEasy 是否可以多於一用戶同時用同一介面, 比如兩位同事同時問發票

at 2017-12-21 09:33, Support Team said: 可以的

2017-12-21-Chat transcript on coweasy.com started on Thursday-00385.json

at 2017-12-21 09:35, MISS SO said: 想問一下庫存複製之後點貼上

at 2017-12-21 09:37, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/0afab734bf70a35b28e5b944df18c3a19cf0c66d/stockduplicate.png

at 2017-12-21 09:38, Support Team said: 先在庫存按複製，修改庫存資料，然後按儲存

at 2017-12-21 09:39, MISS SO said: 之後點貼上下一個產品

at 2017-12-21 09:40, Support Team said: 再按複製輸入下一個庫存

at 2017-12-21 09:46, MISS SO said: 組合是什麼功能

at 2017-12-21 09:51, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/b4700a51120e0927bbdab038d607676b07ea58ee/stockpack.png

at 2017-12-21 09:54, Support Team said: 例如庫存pack001 設置了是組合，組合的內容是1件I001和2件I002出發票時，選pack001就會自動出1件I001和2件I002

at 2017-12-21 09:55, Support Team said: 這樣當組合的內容較多時可以方便用戶輸入

at 2017-12-21 10:06, MISS SO said: 產品數量在哪個位入

at 2017-12-21 10:09, Support Team said: 使用系統前的數量在初始餘額輸入，之後的數量在採購收貨輸入

at 2017-12-21 10:21, MISS SO said: 我想問一下如果我有一款貨分別旺角灣仔荃灣都有應怎樣做

at 2017-12-21 10:22, Support Team said: 只需輸入一次資料，預設地區選其中一個

at 2017-12-21 10:23, Support Team said: 多個地區的初始餘額需在excel匯入，庫存資料重複輸入多行，在每行輸入不同的地區和該地區的初始餘額

2017-12-21-Chat transcript on coweasy.com started on Wednesda-00378.json

at 2017-12-21 17:00, V1513789218075490 said: 這是什麼系統

at 2017-12-21 17:06, Support Team said: CowEasy 提供 3個雲端模式:初創雲 - 主要提供非會計人士入數使用，由銀行月結單自動產生財務報表小企雲 - 除初創雲所有功能外，也可以出單和輸入薪酬及日常開支企業雲 - 除小企雲所有功能外，也提供庫存管理和項目分析功能

2017-12-22-Chat transcript on coweasy.com started on Friday, -00387.json

at 2017-12-22 03:24, Priscilla said: General Ledger 報表是全部 account 連貫的, 請問可否做到每個 account 分頁出

at 2017-12-22 03:26, Support Team said: 這點需要問開發部門，稍後回復你

at 2017-12-22 03:31, Support Team said: 請問是General Ledger每一頁只顯示一個account，還是列印時不同的account會自動分去第二頁？

at 2017-12-22 03:32, Priscilla said: 兩樣都可以

at 2017-12-22 03:34, Priscilla said: 請問系統可否讓我們自行加減欄位

at 2017-12-22 03:36, Priscilla said: 報表的欄位

at 2017-12-22 03:38, Support Team said: 部分報表可以加減欄位的

at 2017-12-22 03:39, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/48c66095f458f010ed3a65d32d338423a3784014/reportselectcolumn.png

at 2017-12-22 03:39, Support Team said: 這些報表可以按“選擇欄位”來加減欄位

2017-12-22-Chat transcript on coweasy.com started on Friday, -00390.json

at 2017-12-22 07:12, WIFI STATION said: 行業不同是否給我的後台有不同?

at 2017-12-22 07:14, Support Team said: 是的由於系統內備有一百個不同行業的會計科目表

at 2017-12-22 07:15, Support Team said: 系統會按照用戶選擇的不同行業安排一個該行業慣用的會計科目表提供使用

at 2017-12-22 07:17, WIFI STATION said: 哪是否不可以改

at 2017-12-22 07:17, WIFI STATION said: 我不知道有影響

at 2017-12-22 07:17, Support Team said: 不是也可以隨時修改的

at 2017-12-22 07:18, WIFI STATION said: 但我在後台改不到

at 2017-12-22 07:18, Support Team said: 提供的相關會計科目表只是作為一個參考，讓用戶可馬上使用

at 2017-12-22 07:19, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/97c58c9d85a0f276246f22b860dd74ec6a7c74d9/image.png

at 2017-12-22 07:19, Support Team said: 在會計科目表內可隨時修改

at 2017-12-22 07:20, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/5ac787f19bf59f5ca69b3f76c0d49c205351e96a/image.png

at 2017-12-22 07:20, Support Team said: 你是否說這個後台？

at 2017-12-22 07:20, Support Team said: 由於我是說在這裏就可以隨時修改

2017-12-22-Chat transcript on coweasy.com started on Friday, -00391.json

at 2017-12-22 09:01, WIFI STATION said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/vc/5a3cc28e323c50ebe3a55ae4/v/7a589d5e17ba8c64a5fdd059e6b5c7f84b2411e1/擷取_2.JPG

at 2017-12-22 09:02, WIFI STATION said: 怎樣在同一個產品同一行的荃灣和灣仔增加

at 2017-12-22 09:08, Support Team said: File :
https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/9046d38c0fa30e310b405859d8ae318ceae9ea58/inventory.xls

at 2017-12-22 09:09, Support Team said: 請參考這個excel，匯入後2個地區初始餘額會有數量

at 2017-12-22 09:11, WIFI STATION said: 請問在哪個位有匯入制?

at 2017-12-22 09:11, Support Team said: 在建立庫存按“插入資料 (保留原有資料) ”

at 2017-12-22 09:14, WIFI STATION said: 我都是跟你這樣做

at 2017-12-22 09:14, WIFI STATION said: 我再試試

at 2017-12-22 09:15, WIFI STATION said: 另下想問一下怎樣刪除庫存產品

at 2017-12-22 09:16, Support Team said: 可以在庫存紀錄刪除

at 2017-12-22 09:17, Support Team said: 刪除庫存前需要先刪除初始餘額和相關的發票等單據

at 2017-12-22 09:18, WIFI STATION said: 我的記錄沒有資料

at 2017-12-22 09:19, Support Team said: 庫存紀錄應該會顯示的，剛才你的庫存閱覽也有顯示

2017-12-27-Chat transcript on coweasy.com started on Wednesda-00399.json

at 2017-12-27 09:33, V1514359932668460 said: 請問是否可以容許多人使用?

at 2017-12-27 09:34, V1514359932668460 said: 如多人使用時,是否可預設權限?

at 2017-12-27 09:34, Support Team said: 訂購時可以選擇額外用戶，14天試用期免費贈送了1個額外用戶供客戶試用

at 2017-12-27 09:35, Support Team said: 如有額外用戶是可以設置額外用戶的權限

at 2017-12-27 09:37, V1514359932668460 said: 再加額外用戶收費多少? 假設我需要5個用戶

at 2017-12-27 09:39, Support Team said: 你可以在『立即訂購』查看

at 2017-12-27 09:39, Support Team said: 註冊後，可以在『立即訂購』查看

2017-12-27-Chat transcript on coweasy.com started on Wednesda-00400.json

at 2017-12-27 09:51, Michael Tsoi said: How to use barcode scanner with your system ?

at 2017-12-27 09:51, Michael Tsoi said: I understand Chinese, you can type chinese

at 2017-12-27 09:52, Michael Tsoi said: Is your accounting system has inventory control with barcode scanner ?

at 2017-12-27 09:53, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/d78a308561e8d2b3baefb41614bc797b52b77ccd/image.png

at 2017-12-27 09:53, Michael Tsoi said: I need to join 企業雲 ?

at 2017-12-27 09:54, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/fd7e65c9640c886c68a6c6af1bff0aa86a1b7b73/image.png

at 2017-12-27 09:55, Support Team said: 在登記庫存時有輸入條碼的，在開發票時，使用scanner輸入可以馬上選擇該庫存

at 2017-12-27 09:55, Support Team said: 是的，只有企業雲支持庫存功能

at 2017-12-27 09:56, Support Team said: File :

https://tawk.link/59c4a0df4854b82732ff17d4/a/59c4a0beeb30920dcaef8b92/d9bcc1ebda4ec87c6094d3058a3ea96f894453fe/image.png

at 2017-12-27 09:57, Support Team said: 你可以在這裡註冊14天試用戶口

at 2017-12-27 09:57, Michael Tsoi said: Can I backup the data to my own computer ?

at 2017-12-27 09:58, Support Team said: 會計科目表，客戶，庫存等資料是可以匯出到excel的

2017-12-28-Chat transcript on coweasy.com started on Thursday-00402.json

at 2017-12-28 08:42, V1514450480985243 said: 請問服務計劃是否有合約期？

at 2017-12-28 08:44, Support Team said: CowEASY的服務計劃是一次性付款的，沒有固定的合約期。用戶可以選擇不同的服務時段，包括預付一個月、三個月、六個月、一年、兩年或三年的費用。長期預付可享有更多折扣，但按月付款不提供折扣。

2017-12-28-Chat transcript on coweasy.com started on Thursday-00403.json

at 2017-12-28 08:43, Rena Ren said: 请问我怎么付款？

at 2017-12-28 08:43, Support Team said: 支持的支付方式：
－線上付款：Payme，信用卡，支付寶等電子支付方式，用戶登入後可在訂購頁面選擇服務，自行下單，並直接選擇電子支付進行付款。用戶需留意系統支援3種貨幣，抱括港元，美元和人民幣，而不同貨幣支持不同的電子支付方式，具體方式請在訂購頁面查看
－線下付款：直接轉帳存入公司銀行戶口：中國銀行(香港)有限公司，銀行帳號：012-363-1-011735-3，請電郵銀行入數紙至電郵：info@coweasy.com 通知我們，並註明發票編號。
這些資料可以在訂購頁面或者發票上可以找到
線下付款在我們收到通知並確認付款後會在一個工作天能完成，而線上付款則由系統自動操作，如支付網關沒有延遲一般都是即時完成的。

2017-12-29-Chat transcript on coweasy.com started on Friday, -00407.json

at 2017-12-29 04:20, amyay.boliangroup@gmail.com said: 查看balance sheet 和 profit and loss 報表，其中一些科目總額好像翻倍了

at 2017-12-29 04:23, Support Team said: 在資產負債表和損益表，可點擊該行打開總分類帳，可以查看該科目的交易明細，看看是否有交易重複輸入了或者其他錯誤。

2017-12-29-Chat transcript on coweasy.com started on Friday, -00410.json

at 2017-12-29 07:25, Canny Yu said: SALES REPORT唔跟INVOICE NO排序

at 2017-12-29 07:27, Support Team said: 查看銷售報表時，可以點擊標題的『編號』，依發票編號排序

2017-12-29-Chat transcript on coweasy.com started on Friday, -00411.json

at 2017-12-29 12:57, Sawyer Cheung said: 可否升級系統模式?

at 2017-12-29 13:01, Support Team said: 用戶需要發送電郵至 support@coweasy.com 申請升級。請在郵件中註明希望升級至哪個模式、公司名稱以及登入電郵。
如果目前的是試用帳戶，可以直接升級，用戶也可使用新的電郵地址註冊新的帳戶同時試用不同的模組比較哪個功能比較適用。
若已經訂購了，也可隨時升級，只需要支付差價就可以升級。
升級不會影響賬戶數據，可以繼續使用。
另外系統模式只支持升級，不可以降級，如需降級要使用另外的電郵再註冊新的帳號。