Usage (by modules / applications)

Usage of Contracts in Tactic

• To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".
• Choose the tab where the module is listed. Then click on "Activate".
• The module is now activated.
• If a cog icon appears at end of line of the module, click on it to access the setup page specific to the module.

Activation of Modules or Applications

• Manage your contracts and subscriptions of services.
• The goal of a contract is to track if a service is active or has expired and to renew the service if required.
• This module is included with the Tactic distribution, so there is no need to install it.

Modules related to Banking

• When we receive a payment by cheque/check, it will necessarily be deposited into a bank account but when receiving cash,
• you can store notes in a wallet, a cash register (cash account) as put them aside for deposit in the bank.
• Tactic can create as many bank accounts or credit union accounts as needed. To manage cash flow, it takes at least one (usually a bank account,
• unless the managed trade does not accept cheque/check or credit card and everything is made ​​in cash, purchase as a sale), but this is optional.

Modules deletion

• Warning, deleting an account will remove account but also all reconciliated records for this account.
• In most cases, you will prefer to disable only the bank account (see previous paragraph).
• To delete a financial account, go on menu "Bank/Cash".
• Choose the bank account to delete on left menu.
• The card of bank account will appears. Click on "Delete" and confirm