Annex Guides
Everything you need to know, explained step by step
Every Annex license includes full access to our training platform.
Here’s a sample of two of the available guides: step-by-step guides designed so that anyone on your team can master the software from day one, with no prior knowledge required.
Customer, Supplier and Product Onboarding Guide
Learn how to manage Annex's master records: register customers, suppliers and products/services with all their accounting details, rates and payment terms. A step-by-step guide covering everything from creating the record to printing lists.
Bills and Remittances Portfolio Guide
Manage outstanding receivable and payable bills from Annex. The guide covers the entire process: bill filtering, generating electronic remittances and tracking them through to accounting and exporting the bank file.
Purchases Guide
Manage the entire supplier purchasing cycle from Annex: orders, delivery notes, purchase invoices and supplier invoices. The guide covers everything from creating the order to invoicing, payments and generating remittances.
Want to access all the guides?
These are just a sample of the guides available on the ProgDev training platform. Annex clients have full access to the entire library.
