Professional Evaluation of Kingdee Notes

The content of this article is reproduced from the handwriting community, by? Camouflage Mommy Biography to Xiao Ye

Xiaobai has used eight accounting softwares, such as an accounting software, Netease Rich, Caichan, Lazy Bookkeeping, and an accounting software, and also bought various bookkeeping manuals from the Internet.

After half a year's comparative evaluation.

I found that:

Some software is not humanized enough to meet my different income and expenditure choices;

Some of them are too complicated, and simple settings will waste a lot of my energy;

Others cannot be associated with financial accounts, resulting in separate records of each online expenditure;

Then the pure face value is not high, and the accounting interface doesn't like it. How can you have the desire to open the bookkeeping every day, right?

Finally, I uninstalled several other softwares, put away fancy and impractical bookkeeping books, and chose a notebook app to become a loyal user.

Super intuitive, humanized and personalized bookkeeping experience.

Wealth management and financial promotion functions attached to bookkeeping functions.

Specifically:

1. Good homepage experience

Look at the bookkeeping page on the home page, and clearly show your overall income and expenditure and budget balance on the billboard with your notes, so you can check the monthly flow and super flow;

"write notes" in the middle, which can quickly realize bookkeeping and view charts;

And the next kanban can view today, this week, this month, investment, revenue and expenditure, community, super water, which can let me view the financial situation in all directions without dead ends.

2. Bookkeeping customization

You undoubtedly want to keep accounts in the shortest time, and keeping accounts by hand will satisfy you.

A. Bookkeeping details page:

It includes 9 account categories (template, expenditure, income, etc.). ), classification, account, membership, project, time, business and information are very comprehensive to meet your different bookkeeping needs.

B. classification:

Different scenario books provide you with targeted classification, which fully meets your bookkeeping needs in different scenarios.

It should be noted that when the classification is multi-level and the options are complicated, it may bring inconvenience to your choice, so you should set it according to your own needs, not too complicated.

C. budget:

The advanced level of bookkeeping is to know your income and expenditure, so that when you resume trading at the end of the month, you will find that your income and expenditure are similar to your budget.

Once the budget is made, once it is close to overspending, there will be a thoughtful reminder to tell you to pay attention to excessive consumption and affect the saving plan.

D. account:

Summarize various common payment methods in advance, and you can choose not to add them directly, which allows you to add more detailed card information such as balance and card number, which is convenient and efficient;

Common methods such as WeChat payment and Alipay payment are placed in virtual accounts, and settings can also be customized.

E. automatic bookkeeping:

Click on the account, select Edit, and then click Import to enter the accounts such as bank SMS, bank card and Alipay.

Download card cow software to cooperate, which can realize automatic bookkeeping and improve bookkeeping efficiency;

F. template:

Enter bookkeeping, select templates, and preset common and fixed revenue and expenditure.

Realize one-step bookkeeping and greatly improve your bookkeeping efficiency.

3 income and expenditure details and chart details page

If you want to clearly see the income and expenditure in different time periods and dimensions, then the value of accounting details and charts lies in showing the overall or specific income and expenditure clearly, quickly, comprehensively and multi-dimensionally.

A. tap water:

Click today, this week, this month, this year, and super traffic on the homepage to directly enter the traffic pages of different time periods. There are many entrances, so it's easy to guide you to check.

The upper part of the process interface displays the overall revenue and expenditure data, while the lower part displays the daily, weekly, monthly, annual and all-day specific revenue and expenditure data according to different periods. The lower part can view the revenue and expenditure details according to different dimensions such as time, classification and account, showing the data details in a comprehensive, professional, all-round and multi-dimensional way, which greatly meets your different audit needs.

B. Chart:

Click "Chart Assistant" on the right side of "Write Notes" on the home page or click the navigation chart module at the bottom to view the chart directly.

You can freely view charts in different time periods and dimensions to meet your different audit needs.

4 Become a rich self.

After a period of bookkeeping, I also found that in terms of financial management, the Suishouji community has developed very strongly.

The content covers tourism, part-time job, marriage, children's education, interpersonal relationship, workplace financial management, pension, financial diary and other financial management of different ages.

Various financial groups, diversified financial activities, various fixed special topics, financial colleges, financial information, etc. It has been set up to enhance your awareness and knowledge of financial management in many aspects through scene-based and life-oriented content.

Seeing that so many talented and rich people choose to keep accounts in notebooks, I think I will meet Siqi, make continuous progress and eventually become a member of the talented and rich group.

So, let's start with today's first notebook!