Procedure Documents
Procedure Documents provide comprehensive overviews with instructions on how to best work within the software. These documents provide detailed information when the training videos are simply not enough.
Please click on the following to skip to a specific section of procedure documents:
Getting Started - These documents will review basic system activities, and provide tips and tricks to help you better understand the system overall.
Inventory Procedures - These documents offer specific instructions on how to perform specific tasks within modules. Here you will find documents on how to handle the Physical Inventory Process, and Commodity Management tasks.
Accounting Procedures - These documents offers specific instructions on how to perform specific tasks within Accounting Modules. Here you will find documentation on how to run statements, etc.
Getting Started
Acronyms: this document provides a comprehensive listing of acronyms and their meanings by module
System Login: this document will review how to sign in and out of the system, provide an icon reference guide, and a quick navigation tutorial
Setting Securities and Permissions: this document will review how to set user settings and permissions within each module of ProSoftXP
Country Code List: this reference list will provide a comprehensive code list for every country
Vessel Listing: use this list to import/review all available vessels
Container Type List: this reference list will provide you with shipping container type codes and corresponding descriptions
Package Type List: comprehensive list of approved package types and corresponding codes
Port Code List: complete listing of ports globally. This list is brokend down by country code
Inventory Procedures
IC Module - Physical Inventory Process: this document will take you through the steps of completing a physical inventory count
Set up Grain Bank: this document will show you how to set up Grain Bank and run statements
Mapping File Imports: this document will show you how to determine field map parameters
Accounting Procedures
General Ledger Year-End Procedures: this document will walk you through how to complete this process on a preliminary and final basis
Bank Reconciliation: this document will outline how to handle bank recs
*other accounting procedures coming soon*