Nola Pro Start

Download as pdf or txt
Download as pdf or txt
You are on page 1of 10

Quick Start Guide

This manual assists you with the basics to get NolaPro


up and running as quickly and productively as possible.
By NOGUSKA LLC

Quick Start Guide


Thank you for using NolaPro, the most flexible online accounting and business
management solution available today!
Whether using your own Windows or Linux system or our Cloud service, this guide
will help get you up-and-running in just a few minutes.
Installing NolaPro on a Windows operating system
If you have installed NolaPro on your computer in the past, and it isnt necessary to
retain your existing data, the best route is to completely uninstall the program
through the Windows Control Panel Add/Remove Programs option then reboot. If
you wish to retain your data, do not uninstall/install the program again, but
download a free update at www.nolapro.com (Downloads on menu) instead.
After uninstalling any old versions of NolaPro from your system, double-click and
run the NolaPro download (NOLAPRO-AMP.exe) to start the installation.
Follow the Wizard to install in just a few minutes. If Windows asks for permission
to allow the installation, just select ok, or unblock to allow it to install.
Upon completion your web browser should pop open with the NolaPro setup
screen. If this fails to happen, simply open your web browser and point it to
http://localhost:50080/
Login with the following default credentials (we suggest then changing them):
Login: admin
Password: pass
This username/password combination will not be shown on future logins for
security purposes.
Setup NolaPro for web access from anywhere if you wish by following the
instructions at this link: http://www.nolapro.com/np_windows_internet.pdf

Linux Installation
If you have installed NolaPro on your computer in the past, and it isnt necessary to
retain your existing data, its best to completely uninstall the program by
recursively removing the directory (example: rm rf /var/www/html/nolapro) and
the database in MySQL (example: mysql>drop database nolapro;).
If you wish to retain your data, do not uninstall/reinstall but download an update
instead: http://www.nolapro.com/download/?os=lu
After uninstalling any old versions of NolaPro from your system, untar (tar zxvf
nolapro.tgz) and/or copy the entire nolapro directory to a web-accessible folder
(document root of your web server). Note that the Apache user must have write
access to the /nolapro directory.
Bring up this directory in a web browser (usually http://localhost/nolapro,
http://localhost, or http://accounting.yoursite.com if you use the /nolapro
directory as the document root).
The web installer will display the system dependencies that are required in order to
run NolaPro properly.
You may need to make modifications to your system so that NolaPro will operate
on your machine. Remember to restart your web server if you make modifications
to its configuration or to PHP (php.ini).
When all status flags are green, you can continue on with the installation process
and load the database.
NolaPro should then finish its installation within a few minutes. Click the resulting
link to access the login screen, which will provide you the credentials for the
system:
Login: admin
Password: pass
This username/password combination will not be shown on future logins for
security purposes.

User Name
Your administrator will set you up with a user name and your user rights. Your
name will appear at the top of each page welcoming you to the program.
* If you are installing NolaPro and it is your first time logging in, use admin for your
login and pass for your password.

Initial Company Setup


After language selection, fill in the fields noting the following tips:
a. All fields are required
b. Email should be valid; will be on invoices, etc. sent to your clients
c. If no state/province match, choose *none* (can edit these later)

Setup To Dos Menu


In the upper left corner you should see a flashing Setup To Dos menu bar.
Listed here are the minimal items you should configure prior to using NolaPro.

Click on the menu bar to open/close it, and click on any link name to
configure that section. When finished, check the [x] box to mark it as done.

When all sections have been completed, this menu will not appear again
except upon creating a new company will allow setup of separate options.
After completing this you are ready to use NolaPro! However we do strongly
suggest to get the most out of the application that you continue below and
configure additional areas for your business.

General Company Setup


1. View/Update your company details
a. Admin -> Admin Setup -> Company New/Edit
i. Verify address and contact information
ii. VAT and language options
iii. Attach logos, if desired

2. Assign access rights to users


a. Admin -> Admin Setup -> User New/Edit
i. Change the password for admin user (for security)
ii. Add other users (and set their rights) for access

Ledger
1. Enter the month your fiscal year starts
a. Admin -> Setup Ledger -> Set Fiscal Start Month
2. Review the Chart of Accounts
a. Print the Chart (Reports -> Ledger -> Chart of Accounts List)
i. By default, NolaPro installs a standard Chart of Accounts
based on a Retail establishment
b. Confirm your Chart of Accounts
i. Ledger -> Chart of Accounts -> Edit GL Account
OR
ii. Tools -> Imports -> Import Accounts

Payables
1. Review the Setup screens (Admin -> Setup-Payables)
a. Vendor Terms
b. General Setup (Check/uncheck Use today as transaction date)
c. Checking Accounts
2. Import your Vendors (Tools -> Imports -> Import Vendors)
3. Add New Vendors (Contacts -> Vendors -> New Vendor)
4. Enter Vendor Balances (Admin -> Setup-Payables -> Beginning
Balance Bills)
5

Billing
1. Review the Setup screens (Admin -> Setup-Receivables)
a.
b.
c.
d.
e.
f.

Sales Taxes
Invoice Terms
Sales Categories
General Setup
Company Options (click footer Help icon for more info)
Credit Card Options

2. Import your Customers (Tools -> Imports -> Import Customers)


3. Add New Customers (Contacts -> Customers -> New Customer)
4. Enter Customer Balances (Admin -> Setup-Receivables ->
Beginning Balances)

Inventory

(optional)

1. Review the Setup screens (Admin->Setup-Inventory)


a.
b.
c.
d.
e.
f.

Plant Location
Price Levels (must assign/define at least one)
Sales/Pricing Unit Name (each, pair, case, etc.)
Item Categories
General Setup
If using Shopping Cart, define Search Categories

2. Import your Inventory Items (Tools -> Imports -> Import Inv Items)
3. Add New Inventory Items (Inventory -> Inventory Items -> New Item)
4. Enter Inventory Counts (Admin -> Setup-Inventory -> Item
Beginning Balances)

Orders

(optional)

1. Review the Setup screens (Admin -> Setup-Service)


a.
b.
c.
d.

Payroll

Service Types
Service Classes
Service Status Options
Service Labor Rates

(optional)

1. Create your Tax Tables (Payroll -> Tax Tables)


2. Review the Setup screens (Admin -> Setup-Payroll)
a.
b.
c.
d.
e.
f.
g.
h.

Checking Accounts (can be the same account as in Payables)


General Setup
General Factors
Pay Types
General Benefits (Pay)
General Deductions
Pension Plans (and other deductions taken before taxes)
Company Contributions

3. Add Employees (Contacts -> Employees -> New Employee)


4. If starting NolaPro mid-year:
a. Go to Payroll -> Calculations/Checks -> Edit Employee Check, enter
the pay/deductions ALREADY PAID, one set of entries per
employee, per quarter paid so far.
b. To make sure it was entered correctly, go to Reports -> Payroll ->
Check Summary.

Additional Items
Excel Downloads
On many report you will see a MS Excel icon. Click this to export
report info into Excel to easily analyze and manipulate your data.
7

Currency and Decimals


Admin -> Admin Setup -> System Settings
1. Set the currency decimal places you require.
2. Set the currency symbol you require.
3. Set the unit decimal places you require, and click Save.
NolaPro does have multi-currency capability.
Check Tools -> Add-Ons to get this advanced feature.
User Services
This is what sets NolaPro apart from the competition! While providing free
and low-cost applications and support, we also serve all special requests at
affordable rates including:

NolaPro code customization


Integration with existing applications
Adding new features
Modification of existing features
Industry-specific changes
International compliance
Live and email support services
Onsite or remote training
Systems analysis/consulting
Accounting book auditing
Data conversion & backups
Private servers & full turn-key systems
Installation and configuration
Networking / technical tasks
Windows-to-Linux migrations
Hosting of your NolaPro clients

If you need a service not listed here, please contact us at


[email protected] and well be glad to discuss a unique
solution crafted precisely for your needs.

Resources
Website:

http://www.nolapro.com

Support Site:

http://support.nolapro.com

Video Library:

http://nolapro.com/training

Demo Site:

http://demo.nolapro.com

Add-Ons:

http://extras.nolapro.com

Inquiries:

[email protected]

Partnerships:

[email protected]

License Agreement and Copyright Notice


NolaPro is a US Trademarked product of Noguska LLC.
The license is the end user license agreement (EULA) between the owner of
NolaPro, Noguska LLC and you, the user. By installing NolaPro you are
signing up for our hosted service, and you have been provided a copy of this
EULA; any use of the NolaPro application thereafter signifies your
agreement to its terms and conditions.
NolaPro is copyright 2012 by Noguska LLC. All rights are reserved.
All other brand or product names and/or trademarks belong to their
respective holders.
Disclaimer
All Noguska Software, documents and files are provided as is without
any warranty as to their suitability for any particular purpose. No title or ownership
is implied or expressed nor are there any guarantees against infringement on other
works or plagiarism. By using the software, documents, files or information, you
assume the entire risk as to its quality and performance. Should it prove defective
in any manner, you and not Noguska LLC, assume the entire risk and cost of any
necessary servicing and repair.

You might also like