1.Accounting Made Easy - A hands-on tutorial to work with TurboCASH.
The Bankimport plugin will import bank transactions and save you hours of data entry. You can simply link transactions to your debtors, creditors or other accounts. And with a simple mouse click link the payments to the right invoices. Needs to be activated on the Setup ribbon, select Setup → System Parameters.
The budget plugin allows you to easily enter budgets for accounts, cost centres and projects.
If you wish to use osFinancials / TurboCASH in a network environment, you will have to decide first which PC will be your server.With this plugin you have the possibility the run multiple concurrent TurboCASH sessions.
5.Payroll - Manual - Shop - Once-off license -
Supported applications: Logisal, RoosRoos and Unit 4.
Is the program you use not listed?
Please send us an export and we will see if we can add that import.
In most cases the addition is free of charge.
CRM Customer relations management plugin for osFinancials and TurboCASH.
The workflow plugin allows you to record the steps or processes of a task.
The different screens osFinancials / TurboCASH can be created such as the stock screen or debtors / creditors and documents. This allows you to record almost every conceivable process (steps) in a task, visualize and gain instant insight wherever you are in the process and what steps have been taken before.
A step can be assigned to a user and an administrator can see all workflow steps not done (outstanding steps) and possibly assign a task to a user. Outstanding transitions that are possible after showing the step.
Workflow is a knowledge system that can gain your knowledge or just to share it with others. This allows you to formalize your business and capture the steps in an automated system.
Another advantage is that you retain a better overview of your running processes and you have historical data at hand.
This plugin makes it possible to translate the ledger and group names in multiple languages. It is already possible to choose different languages for the interface (the buttons). But this plugin makes it possible to do the accounting in different languages. Per user you can select a language, so the user can account in his/her own language. The set of books can be viewed in different languages, therefore it is possible an employee enters information into an English Set of Books and a bookkeeper, auditor, etc. can see the set of books in a set language, e.g. Afrikaans, Dutch, etc.
9.Project hours registration - Manual - Shop - Once-off license -
This plugin allows you to register hours for projects and generate quotes and / or invoices if you have activated Projects.
10.osFinancials / TurboCASH Online -
a)Online Extra Set of Books - Manual - Shop - Depending on the number of the Sets of Books ordered -
Additional Set of books for your online account.
b)Online Account - Manual - Shop - 14 Days trial, 6 months account or year account -
Having your osFinancials or TurboCASH Set of books running on our servers gives you the flexibility to work on your administration at the office during office time, and checking things in the evening at home.
It's also possable to give your accountant or co-workers access* to your administration.
You can also use Open Office
The accounts have 1000 Mb diskspace, additional space is possible.
There's a one month notify and after the first month there's an invoice periode of 6 months.
It's only possible to access your set of books with one session at the time.
If you want multi user access, than you can buy "addition nodes".
c)Online Account with Plugin Bundle - Manual - Shop - 14 Days trial, 6 months account or year account -
Having your osFinancials or TurboCASH Set of books running on our servers gives you the flexibility to work on your administration at the office during office time, and checking things in the evening at home.
It's also possible to give your accountant or co-workers access* to your Set of Books.
This account has the Plugin Bundle.
You can also use Open Office.
The accounts have1000 Mb diskspace, additional space is possible.
There's a one month notify and after the first month the invoicing period is minimal 6 months.
It's only possible to access your administration with one session at the time.
If you want multi user access, you need to buy as much accounts as needed.
But than you buy the osFinancials online without the plugins, as you only need to buy these for one account.
This is a monthly fee.
d)osF local webserver - Manual - Shop -
With the osFinancials / TurboCASH local webserver you can use a simple version of the software in a webbrowser. You can use a tablet to enter data.
The data will be entered in the same database as your desktop version of osFinancials so you can access the data in the powerful interface and have your data available in a webbrowser.
11.Paperless office multimedia - Manual - Shop - Once-off license -
With this plugin you can add documents, images, movies, emails, additional product descriptions or any file which is connected with program to:
oDocuments (i.e. Invoices)
12.Office Pro - Manual - Shop - Annual subscription -
With the Android adaptor you can make a connection between the software that we created for android and your set of books from osFinancials / TurboCASH.
App at Google play - osFinancials simple POS scanner -
App at Google play - Chords and lyrics flow - For the music lovers
Unit sales plugin
- Manual - Shop - Once-off license - Use the unit sales plugin to sell units (like 6 packs, dozen, etc.) to your customers.
Unit purchase plugin
- Manual - Shop - Once-off license - Use the unit purchase plugin to purchase units (like 6 packs, dozen, etc.) from your suppliers.
HorecaPOS addition quantity on hand adjustment
With this plugin employees can enter the quantity on hand for specific items.
For example, the quantity of pies taken out of the freezer or steaks ready to be baked.
osFinancials PAB 2.0 Plugin
- Manual - Shop - Once-off license -
Plugins are installed when installing TurboCASH / osFinancials. By default, no plugins are available on the Plugins menu. Any of the Plugins, except the Bank import plugin, need to be activated to be listed on Tools → Activate plugins menu on the Setup ribbon.
Some of the Plugins has a nag screen, some plugins are limited to a number of records, etc. Plugins need to purchased from the online osfshop and need to be registered (on the Setup ribbon, select Tools → Activate plugins), before you can use them.
Some Plugins need to be activated for each Set of Books. If you have purchased a plugin, you may use it in any Set of Books.
Plugins menu structure
The Plugins menu structure (activated - on the Setup ribbon, select Tools → Activate plugins), is as follows:
1.Document plugins -
With this plugin you can email your documents (invoices or quotes). Each email you sent can get a different layout. For example: an invoice gets a different layout from a quote. You can create the email layout yourself. For that reason you decide what kind of email you will send.
It is also possible to send multiple examples of you documents at once. Therefore the document layout and email layout of the documents you want to send have to be the same.
It's even possible to send multiple document at the same time. Therefore the documents most be the same type (f.e. quote or invoice). With this plugin you can send digital (pdf) sales documents (i.e. Invoices, Credit notes and Quotes) to your debtors (customers / clients) and purchase documents (i.e. Purchases, Supplier returns and Orders) to your creditors, suppliers).
b)Document Export / Import - Manual - Shop - Once-off license -
c)Woodsales / Volume sales - Manual - Shop - Once-off license -
This plugin is designed for wood (whole) sale traders. It allows you to specify the meters length, height, width in peters or cubic meters, etc. when processing invoices, etc.
2.External system links -
With this plugin, you can exchange import and export between multiple (branded) webshops and TurboCASH / osFinancials.
The E-commerce plugin can link to different systems. The E-commerce plugin can for example be used to link osFinancials / TurboCASH to your webshop. The link makes it possible to exchange data back and forward between osFinancials / TurboCASH and you webshop.
At the moment the E-commerce plugin is available for:
▪Zen Cart (ZC)
▪Tomato Cart (TC)
▪Presta shop (P)
▪* also every fork of osCommerce.
b)MyShop - Manual - Shop - Once-off license -
With this plugin, you can:
▪Export selected products from TurboCASH into a csv file, which can be read by myshop.com.
▪The upload to Myshop.com can also be automated with this plugin.
▪Product image can be uploaded to a FTP server of your choose.
▪As an extra service we can host a FTP location for you.
▪You can import the orders based on products uploaded by TurboCASH, customer information and order status.
▪After importing sales into TurboCASH, you need to upload the product list for updating the stock quantity in Myshop.com
▪If you got an existing Myshop.com webshop, you can select the product list import for TurboCASH as an option.
▪We'll generate the Myshop products in TurboCASH for you, after that, you can sync the sales.
c)Send package - Manual - Shop - Once-off license -
This Plugin is currently for the dutch market only - the structure is used here to link others - but currently it only supports Dutch transported and a German one, GLS, Parcelware, DPD, PACKS, UPS, DHL EasyShip and Shops unlimited.
d)Web Export - Manual - Shop - Once-off license - Create export for websites.
3.Financial tools -
This plugin will help you with the depreciation of fixed assets in your accounts. Periodically you will receive a notification screen, to list the new purchases of assets as well as those assets, you need to calculate and process depreciation.
This Plugin allows you to register Assets that needs to be This will automate the management for the depreciation allowances of Fixed assets in a Set of Books.
The Charter plugin allows you to generate the following charts (graphs) for the data in the Set of Books:
oDocuments – You may view the profit margin for the entire document.
oStock items – The following six (6) graphs may be generated:
▪Stock Days Value
▪Creditor group current value
oDebtor – The sales results.
Once you have generated (build) a chart, you may save it as an image file and use it in your documents (word processor, presentations, spreadsheets, etc.).
This plugin enables you to review all your logged data and export it to i.e. MS Excel. - This plugin enables you to review all your logged data and export it to i.e. MS Excel.
With the Remittance plugin allows you to easily manage your outstanding items. You may send an e-mail to all debtors to remind them their outstanding amounts and totals.- The exhortation plugin enables you to review the unpaid invoices of your customers, and send them an exhortation on which all the open amounts are posted. The layout of these exhortations is fully adaptable to your own specifications or wishes. It's also possible to use multiple layouts.
The Subscriptions plugin is written for those businesses which sell subscriptions, e.g. magazines, newspapers, membership fees, gymnasiums, etc. This Subscriptions plugin could also be used for rental industries, renting items to their customers on for example a monthly basis.
With this plugin you'll never forget to charge your members for a subscription.
You can define for each member :
▪Which product or service they bought.
▪The repeating frequency (x times per day, week, month, etc.).
▪A warning period in which you get automatically reminded to send the customer a notice for continuing using your services (e.g. 31 days before the invoicing date).
▪So you'll always get reminded to remind your customer to renew his/her subscriptions.
▪The quantity of days before or after the renewal date TurboCASH let you create the invoice by a click on a button.
▪A different contract period (e.g. 1 year) with the invoicing period (e.g. per month).
▪You also can:
•See when the next renewal date will be.
•See when the last invoiced date was.
•Send an automated invoice by email.
•Search through the subscriptions for a specific product/service and see who has a subscription to it.
4.Generic plugins -
With this plugin you can add custom fields to Stock items (Products), Creditors (Suppliers / Vendors), Debtors (Customer / Clients) and Documents (e.g. Invoices). Fields added or defined with this plugin you can enter the data. This data can be added in reports and layout files with the Report designer.
You can use it for product name translation, for multi-user language invoices.
Not up to a full CRM application yet? Create your own customer fields in TurboCASH
Share your free fields with other TurboCASH free field users.
This plugin adds the multi-user agenda (multiple agendas) to the Calendar (Planner). You can add agendas and link them as default to the current user. For every agenda a tab will appear in the agenda Calendar so you can see what the appointments, etc. are on other agendas. You can have a agenda for each employee, salesperson, user, etc. and create invoices directly from his / her agenda with a simple click. Each agenda has it's own calendar and task list.
The multimedia plug-in is a versatile product. With this plugin you can add documents, images, movies, emails, additional product descriptions or any file which is connected with program to products (stock items), debtors (customers), creditors (suppliers / vendors), documents (i.e. Invoices, etc.).
For example, you can link an image to stock items or debtors but also link signed and scanned documents to debtors.
If you also have the email pro email send will also be linked to the document that was send and the debtor. This makes finding that email to the client with great ease. The outlook link plugin can scan true your outlook in and out box to see if there is email that uses the clients email address. If so it copies the email to the multimedia of that debtor / creditor.
With this plugin you can have quantity discount on 4 levels.
These prices will overrule the default Selling price 1 till 3 and can be set per debtor or creditor.
You can define price agreement in the following ways:
•Discount on the default sales price
•Percentage of the average cost price
•Percentage of the latest cost price
•Amount per item
You can also set a special price for specific debtors or creditors per product, which overrule the default product price.
These also a special field available in which you can add the suppliers product number.
Also possible for multiple suppliers.
This field can also be used for information text why this debtor/creditor has a special price.
You can have a start or and end date for the agreement.
Prices can be linked from stock group to debtor group so the maintaining of the price agreements for larger groups is possible in a easy way.
With this plugin you can have quantity discount on 4 levels. These prices will overrule the default Selling price 1 till 3 and can be set per debtor or creditor.
You can also set a special price for specific debtors or creditors per product, which overrule the default product price. These also a special field available in which you can add the supplier's product number.
Also possible for multiple suppliers. This field can also be used for information text why this debtor/creditor has a special price.
With this plugin you can create a checkout system specifically for catering.
The use of hand-held computers can speed up the serving of customers and gives you a control of the ordered products.
After recording an order at a table, the ticket printer in the kitchen and / or bar and / or POS pc will be used for the specific printout of the products.
You can specify a product to be a "kitchen" or "bar" product, and thus the printer specified is used to print the order.
You can even use product options such as butter, mustard, bread, etc. if the customer chooses that.
Products can be selected through a quick search function based on the starting letter of the product.
Or through icon based images of the product group and ultimately the product.
With the floor plan of the terrace or room, you can manage tables indicate how many place settings are used.
Tables can be split or merged.
And the total order can be split up separately with the press of a button.
The orders can be set on hold after closing the active screen.
This plugin is sold with the support contract and multi-user plugin for free.
Functional requirements:A Point-of-Sales plugin for the Retail industry. The rental industry is also supported. Supports Touch Screen Monitors, Barcode Scanners, Restricting login controlled by RF-ID (Wireless Access), Sell with a handheld computer (PDA) directly from the shop floor, Supports other plugins (i.e. Price agreements, Serial / Batches and Locations).
c)Customer on hold - Manual - Shop - Once-off license -
This plugin is only applicable to the Standard free Point-of-sale module. With this plugin you can put a POS invoice on hold. With this function you can add products to the POS invoice later. Especially suitable for bar's or restaurants. This plugin is for the free POS system only. The HorecaPOS and RetailPOS system, do not support this plugin.
With this plugin you can use a second monitor on your PC for displaying your customer receipt.
The customer has a better view on his/her purchases and the prices both per article and total.
You also have the advantage of showing pictures of your products while the customer waits to check out.
And thus pointing his/her attention to your special offers.With this plugin you can use a second monitor on your PC for displaying your customer receipt. The customer has a better view on his/her purchases and the prices both per article and total. You also have the advantage of showing pictures of your products while the customer waits to check out. And thus pointing his/her attention to your special offers.
e)Customer loyalty points - Manual - Shop - Once-off license -
In the debtor you can specify the percentage of the sale to be turned into points. With each sale this percentage adds a value of points to the customer. With the next sale the customer can use this points to get a discount.
6.Stock plugins -
This plugin is ideal to keep track of your products (stock items) when processing documents. You may add the place, where the product is stored or the batch or serial numbers when processing purchases and invoices.
b)Quick Order - Manual - Shop - Once-off license - Dutch only - Needs to be translated
This plugin allows you a quick and easy way to order your products.
From your PC or using a handheld PC or smart phone (through Remote Desktop / Terminal Services or RDP).
You walk with a handheld through your warehouse, and scan or selected the product to order while standing next to the shelf.
You see immediately actual stock numbers so that a good decision of the quantity to order can be made.
After pressing a button it creates an order with the specified numbers.
After which only a few clicks of the mouse will break down the order by vendor.
c)Stock check / Stock correction - Manual - Shop - Once-off license - Dutch only - Needs to be translated
This plugin allows you to perform an inventory count.
From your PC or Handheld PC or smart phone (through Remote Desktop / RDP or Terminal Services).
After pressing a button a credit note is created with the incorrect numbers.
And of course the stock numbers will be corrected.
a)Export / Import - Manual - Shop - Once-off license - Shop - Export and Import plugin to Vtiger, etc.
b)FileandXML Export Import – Manual - Shop - Once-off license -
File and xml import editor plugin. Wthis editor mode, you can create your own file en XML imports.
You can use them for example for price lists with your supplier.
If you are not unable to make the imports yourself, you can also choose to let us make them.
c)HandyTools - This is a free plugin. It is recommended that only advanced users should use this. Please make Backups of your Set of Books before using this plugin.
d)Register plugins - Manual - When you have purchased a plugin, you need to enter and add the codes to register the plugins.
e)Reportman - Manual - Free.
This plugin is by default installed and may be accessed from the Report designer icon on the Reports or Setup ribbons.
This is a very powerful report generator and designer for printing reports and layout files. You may add your own reports, customise existing reports, as well as document layout files for sales documents (i.e. quotes, invoices, credit notes, delivery notes, etc.) as well as purchase documents (i.e. orders, purchases, supplier returns, etc.).
There are various default layout files and reports included in the installation of TurboCASH / osFinancials.
It is highly recommended to always make a copy of a report or layout file and that you edit the copy of the file. This is important for some of the following reasons:
▪Allows you always fall back on the original report or layout if things go wrong.
▪A second tip is, rename all your layouts or reports, so that it is not overwritten when possible re-installation by the standard supplied with layouts.
Anything can be exported to the XML (Extensible Mark-up Language), HTML (Hypertext Mark-up Language), Microsoft Excel, or Text File formats.
Using the SQLBrowser plugin, you can produce your own custom view of your data in TurboCASH and osFinancials. A program to edit your data in the Set of Books database. SQL knowledge is necessary. If you are more than expert than the average user and you know how to write SQL (Structured Query Language) then you will love the SQLBrowser. Make any valid SQL query and run it.
The return or result of your SQL rows can be grouped, filtered and sorted with just a few mouse clicks.
This SQL browser also allows drag and drop features, which make it easy to work with. Anything can be exported to the XML (Extensible Mark-up Language), HTML (Hypertext Mark-up Language), Microsoft Excel, or Text File formats.
Even if you are not an expert in the details or file structure of TurboCASH / osFinancials, you can also use this SQLBrowser to filter and sort to see what you need to see.
You may also use the SQL Browser to filter, sort and analyse your data. This option allows you to generate queries and connect to the Database of a selected Set of Books using the Structured Query Language (SQL) standard. The SQLBrowser will list all the Firebird Database Files (*.fdb File extension) for the Set of Books.