Module
Getting Started
15 guides
▼
Live
Connect Meta WhatsApp to IXL CORE
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Live
General Settings Configuration
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Live
Setting Up Company Information
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Localization of IXL CORE
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Email Settings in IXL CORE
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General Finance Settings
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Setting Up Invoices
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Estimates, Proposals & Credit Notes
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Setting Up Payment Gateways
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Setting Up Departments
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Add Staff and Manage Permissions
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Configure Features
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Integrating AI and Notifications
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My Account Settings
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Getting Started with IXL CORE
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Module
Finance
22 guides
▼
Live
Submit a Credit Note for e-TIMS (KRA)
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Live
Bank Reconciliation in IXL CORE
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Live
Automating Bank Transactions with Banking Rules
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Live
Banking in IXL CORE
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Live
Managing Bills and Payments in IXL CORE
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Live
Creating and Managing Budgets in IXL CORE
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Live
Managing Your Chart of Accounts in IXL CORE
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Live
Using Cheques for Payments in IXL CORE
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Live
Managing Currency Rates in IXL CORE Accounting Module
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Live
Accounting Module — General Settings in IXL CORE
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Live
Introduction to the Accounting Module in IXL CORE
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Live
Creating and Managing Journal Entries in IXL CORE
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Live
Accounting Mappings in IXL CORE
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Live
Plaid Bank Feed Environment in IXL CORE
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Live
Reports in IXL CORE Accounting Module
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Live
Setting Up Tax, Currencies and Offline Payment Methods in IXL CORE
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Live
Transfers in IXL CORE Accounting Module
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Live
Accounting Module Set Up in IXL CORE
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Live
Chart of Accounts Set Up in IXL CORE
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Live
Creating Journal Entries in IXL CORE
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Live
Submitting Credit Notes for e-TIMS (KRA)
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Live
Raising e-TIMS Invoices for KRA Submission
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Module
Sales / CRM
13 guides
▼
Live
Creating a Customer in IXL CORE
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Live
Creating a Proposal in IXL CORE
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Live
Creating an Invoice in IXL CORE
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Live
Creating Items in IXL CORE
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Live
Creating Support Tickets in IXL CORE
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Live
Lead Management in IXL CORE
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Live
Creating Credit Notes in the Sales Module
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Live
Creating Estimates (Quotations) in the Sales Module
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Live
Creating Invoices in the Sales Module
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Live
Creating and Managing Items in the Sales Module
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Live
Introduction to the Sales Module in IXL CORE
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Live
Creating Proposals in the Sales Module
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Live
Recording Payments in IXL CORE
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Module
Operations
18 guides
▼
Live
Purchase Module — Approval Workflows in IXL CORE
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Live
Purchase Module — Commodity Groups and Subgroups in IXL CORE
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Live
Purchase Module — Vendor Contracts in IXL CORE
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Live
Debit Notes in the Purchase Module
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Live
Purchase Module — General Settings in IXL CORE
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Live
Introduction to the Purchase Module in IXL CORE
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Live
Purchase Module — Items Set Up in IXL CORE
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Live
Purchase Module — Option Settings in IXL CORE
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Live
Order Returns in the Purchase Module
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Live
Purchase Module — Permissions, Order Returns and Currency Rates
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Live
Purchase Invoice in IXL CORE
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Live
Creating a Purchase Order in IXL CORE
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Live
Creating a Purchase Request in IXL CORE
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Live
Request for Quotation in the Purchase Module
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Live
Purchase Module — Units of Measurement in IXL CORE
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Live
Purchase Module — Vendor Categories in IXL CORE
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Live
Vendors and Vendor Items Set Up in IXL CORE
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Live
Purchase Module in IXL CORE
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Module
Supply Chain
15 guides
▼
Live
Inventory — Approval Settings in IXL CORE
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Live
Inventory — Commodities, Groups, and Subgroups in IXL CORE
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Live
Creating Items in the Inventory Module
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Live
Inventory Delivery Vouchers in IXL CORE
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Live
Inventory Module — General Settings in IXL CORE
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Live
Internal Delivery and Stock Transfers in IXL CORE
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Live
Introduction to the Inventory Module in IXL CORE
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Live
Loss Adjustments in Inventory Management
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Live
Inventory — Packaging Lists in IXL CORE
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Live
Inventory — User Permissions in IXL CORE
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Live
Inventory — Prefix Settings in IXL CORE
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Live
Inventory Receiving Vouchers in IXL CORE
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Live
Managing Return Orders in IXL CORE Inventory
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Live
Inventory — Units, Colors, Models, Sizes and Styles
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Live
Creating and Managing Warehouses in IXL CORE
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Module
Marketing Automation
1 guides
▼
Live
Marketing Automation in IXL CORE
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Module
Human Resources
32 guides
▼
Live
Creating and Managing Allowance Types in IXL CORE
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Live
Creating Contract Templates in IXL CORE
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Live
Creating, Setting and Signing Staff Contracts in IXL CORE
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Live
Introduction to HR Records and Contract Types in IXL CORE
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Live
Job Descriptions in IXL CORE HR Records
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Live
Layoff Checklist — Employee Exit Process in IXL CORE
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Live
Setting Up a Layoff Checklist Template in IXL CORE
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Live
How to Apply for Leave in IXL CORE
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Live
Leave Settings — Norms, Holidays and Approval Processes in IXL CORE
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Live
Onboarding Process Overview and Checklist in IXL CORE
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Live
Creating an Onboarding Template in IXL CORE
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Live
HR Module Permissions and General Settings in IXL CORE
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Live
Creating HR Articles and Q&A Support in IXL CORE
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Live
Creating Salary Types in IXL CORE
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Live
Creating Shift Categories in IXL CORE
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Live
Creating and Managing Shifts in IXL CORE
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Live
Timesheet and Leave Settings Overview in IXL CORE
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Live
HR Training Records Overview in IXL CORE
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Live
Setting Up Training Types in IXL CORE HR Records
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Live
Setting Up the Workplace Section in IXL CORE HR Records
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Live
Setting Up a Recruitment Campaign in IXL CORE
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Live
Candidate Profiles in IXL CORE Recruitment
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Live
Creating Recruitment Channels in IXL CORE
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Live
Recruitment — Setting Up Evaluation Criteria
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Live
Recruitment — Evaluation Forms in IXL CORE
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Live
Recruitment — Industry and Company Settings in IXL CORE
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Live
Scheduling Recruitment Interviews in IXL CORE
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Live
Introduction to the Recruitment Module in IXL CORE
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Live
Recruitment — Job Positions in IXL CORE
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Live
Recruitment — Onboarding Process Configuration in IXL CORE
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Live
Recruitment Plan in IXL CORE
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Live
Recruitment — Skills Settings in IXL CORE
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Series
Getting Started
5 guides
▼
Live
Getting Started with IXL CORE
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Live
Introduction to the Accounting Module in IXL CORE
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Live
Accounting Module — General Settings in IXL CORE
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Live
Setting Up Tax, Currencies and Offline Payment Methods in IXL CORE
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Live
Accounting Module Set Up in IXL CORE
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Series
Finance Settings
7 guides
▼
Live
Introduction to the Accounting Module in IXL CORE
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Live
Accounting Module — General Settings in IXL CORE
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Live
Setting Up Tax, Currencies and Offline Payment Methods in IXL CORE
View Guide →
Live
Managing Currency Rates in IXL CORE Accounting Module
View Guide →
Live
Accounting Mappings in IXL CORE
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Live
Automating Bank Transactions with Banking Rules
View Guide →
Live
Plaid Bank Feed Environment in IXL CORE
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Series
Chart of Accounts
3 guides
▼
Live
Accounting Module Set Up in IXL CORE
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Live
Managing Your Chart of Accounts in IXL CORE
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Live
Chart of Accounts Set Up in IXL CORE
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Series
Journals & Entries
3 guides
▼
Live
Creating and Managing Journal Entries in IXL CORE
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Live
Creating Journal Entries in IXL CORE
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Live
Transfers in IXL CORE Accounting Module
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Series
Bills & Payments
2 guides
▼
Live
Managing Bills and Payments in IXL CORE
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Live
Using Cheques for Payments in IXL CORE
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Series
Banking
2 guides
▼
Live
Banking in IXL CORE
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Live
Bank Reconciliation in IXL CORE
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Series
Planning & Reports
2 guides
▼
Live
Creating and Managing Budgets in IXL CORE
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Live
Reports in IXL CORE Accounting Module
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Series
e-TIMS (KRA Kenya)
4 guides
▼
Live
Raising e-TIMS Invoices for KRA Submission
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Live
Submitting Credit Notes for e-TIMS (KRA)
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Live
Creating an Invoice in IXL CORE
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Live
Creating Invoices in the Sales Module
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Series
Sales Module Overview
2 guides
▼
Live
Introduction to the Sales Module in IXL CORE
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Live
Creating a Customer in IXL CORE
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Series
Items & Catalogue
2 guides
▼
Live
Creating and Managing Items in the Sales Module
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Live
Creating Items in IXL CORE
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Series
Proposals, Estimates & Invoices
5 guides
▼
Live
Creating Proposals in the Sales Module
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Live
Creating a Proposal in IXL CORE
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Live
Creating Estimates (Quotations) in the Sales Module
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Live
Creating Invoices in the Sales Module
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Live
Creating an Invoice in IXL CORE
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Series
Payments & Credit Notes
4 guides
▼
Live
Recording Payments in IXL CORE
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Live
Creating Credit Notes in the Sales Module
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Live
Raising e-TIMS Invoices for KRA Submission
View Guide →
Live
Submitting Credit Notes for e-TIMS (KRA)
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Series
CRM & Leads
2 guides
▼
Live
Lead Management in IXL CORE
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Live
Creating Support Tickets in IXL CORE
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Series
Purchase Module Settings
8 guides
▼
Live
Introduction to the Purchase Module in IXL CORE
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Live
Purchase Module — General Settings in IXL CORE
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Live
Purchase Module — Option Settings in IXL CORE
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Live
Purchase Module — Units of Measurement in IXL CORE
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Live
Purchase Module — Approval Workflows in IXL CORE
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Live
Purchase Module — Commodity Groups and Subgroups in IXL CORE
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Live
Purchase Module — Vendor Categories in IXL CORE
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Live
Purchase Module — Permissions, Order Returns and Currency Rates
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Series
Procurement Process
10 guides
▼
Live
Purchase Module — Items Set Up in IXL CORE
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Live
Vendors and Vendor Items Set Up in IXL CORE
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Live
Creating a Purchase Request in IXL CORE
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Live
Request for Quotation in the Purchase Module
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Live
Creating a Purchase Order in IXL CORE
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Live
Order Returns in the Purchase Module
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Live
Purchase Module — Vendor Contracts in IXL CORE
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Live
Debit Notes in the Purchase Module
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Live
Purchase Invoice in IXL CORE
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Live
Purchase Module in IXL CORE
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Series
Inventory Settings
7 guides
▼
Live
Introduction to the Inventory Module in IXL CORE
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Live
Inventory Module — General Settings in IXL CORE
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Live
Inventory — Commodities, Groups, and Subgroups in IXL CORE
View Guide →
Live
Inventory — Units, Colors, Models, Sizes and Styles
View Guide →
Live
Inventory — Prefix Settings in IXL CORE
View Guide →
Live
Inventory — Approval Settings in IXL CORE
View Guide →
Live
Inventory — User Permissions in IXL CORE
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Series
Items & Warehouses
2 guides
▼
Live
Creating Items in the Inventory Module
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Live
Creating and Managing Warehouses in IXL CORE
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Series
Stock Movement
6 guides
▼
Live
Inventory Receiving Vouchers in IXL CORE
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Live
Inventory Delivery Vouchers in IXL CORE
View Guide →
Live
Inventory — Packaging Lists in IXL CORE
View Guide →
Live
Internal Delivery and Stock Transfers in IXL CORE
View Guide →
Live
Loss Adjustments in Inventory Management
View Guide →
Live
Managing Return Orders in IXL CORE Inventory
View Guide →
Series
Marketing Automation
2 guides
▼
Live
Marketing Automation in IXL CORE
View Guide →
Live
Lead Management in IXL CORE
View Guide →
Series
HR Settings
10 guides
▼
Live
Introduction to HR Records and Contract Types in IXL CORE
View Guide →
Live
Creating Salary Types in IXL CORE
View Guide →
Live
Creating and Managing Allowance Types in IXL CORE
View Guide →
Live
Setting Up Training Types in IXL CORE HR Records
View Guide →
Live
Setting Up a Layoff Checklist Template in IXL CORE
View Guide →
Live
Creating an Onboarding Template in IXL CORE
View Guide →
Live
Setting Up the Workplace Section in IXL CORE HR Records
View Guide →
Live
Job Descriptions in IXL CORE HR Records
View Guide →
Live
HR Module Permissions and General Settings in IXL CORE
View Guide →
Live
Creating Contract Templates in IXL CORE
View Guide →
Series
Staff Records & Contracts
5 guides
▼
Live
Creating, Setting and Signing Staff Contracts in IXL CORE
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Live
HR Training Records Overview in IXL CORE
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Live
Onboarding Process Overview and Checklist in IXL CORE
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Live
Layoff Checklist — Employee Exit Process in IXL CORE
View Guide →
Live
Creating HR Articles and Q&A Support in IXL CORE
View Guide →
Series
Recruitment
12 guides
▼
Live
Introduction to the Recruitment Module in IXL CORE
View Guide →
Live
Recruitment — Industry and Company Settings in IXL CORE
View Guide →
Live
Recruitment — Skills Settings in IXL CORE
View Guide →
Live
Recruitment — Job Positions in IXL CORE
View Guide →
Live
Recruitment — Setting Up Evaluation Criteria
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Live
Recruitment — Evaluation Forms in IXL CORE
View Guide →
Live
Recruitment — Onboarding Process Configuration in IXL CORE
View Guide →
Live
Creating Recruitment Channels in IXL CORE
View Guide →
Live
Recruitment Plan in IXL CORE
View Guide →
Live
Setting Up a Recruitment Campaign in IXL CORE
View Guide →
Live
Candidate Profiles in IXL CORE Recruitment
View Guide →
Live
Scheduling Recruitment Interviews in IXL CORE
View Guide →
Series
Timesheets & Leave
5 guides
▼
Live
Leave Settings — Norms, Holidays and Approval Processes in IXL CORE
View Guide →
Live
Timesheet and Leave Settings Overview in IXL CORE
View Guide →
Live
Creating Shift Categories in IXL CORE
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Live
Creating and Managing Shifts in IXL CORE
View Guide →
Live
How to Apply for Leave in IXL CORE
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