Getting Started

The software Diacamma Pro includes a large number of settings and few seem difficult to configure to need your structure.

We offer this explanation to help you take that first step in using this tool.

Follow step by step the various phases settings. In each step, we will not re-show the features. We also invite you to refer to the rest user manual for it.

It may be interesting to perform backups during this procedure. This will allow you, if you made a mistake, to return to a previous step without starting everything (including installation).

Check the last days of your software

Start by checking your software is up to days. Indeed, we regularly distribute patches that are not always included in the installers.

Presentation of your structures

Menu General/Our details

In this screen, you can describe the details of your structure. Many features use this information especially for impressions (invoices, accounting, members of the list …)

Adjusting your invoice

Menu Management/Modules (conf.)/Payoff configuration Menu Management/Modules (conf.)/Invoice configuration

Make sure the settings match your invoice. You can also here, set up the bank details of your main bank account as well as add secondary. These will be helpful for functionality “check deposit” the biller.

Creating your first fiscal year

Menu Management/Modules (conf.)/Accounting Configuration Menu Financial/Bookkeeping/charts of account

Craft your first fiscal year and make it active. You will also create accounts this year to have a fully operational accounting.

Accounting update

Menu Financial/Bookkeeping/accounting entries Menu Financial/Bookkeeping/Model of entry

If you implement Diacamma asso during your exercise, you will also need to enter your retained earnings of the previous year and reenter the writings of earlier this year.

Warning: do not forget that adding a membership fee generates an invoice and associated accounting entries. Take into account the recovery of your accounts. To help you entering your accounting, we advise you to use the scriptures models. Register entant model recurring entries that you have in a year. So you can quickly complete your accounting few clicks.

The email

Menu Management/Modules (conf.)/Mailing parameters

Define your settings for your email. The smtp server allow Diacamma Asso sent to a number of message: invoice in PDF, connection password …

You can specify how to react links ‘write to all’ react with your email software.

Documents management

Menu Management/Modules (conf.)/Folders Menu Office/Document management/Document management

Define your different file allows you to import your documents to classify and share.

After going through these points, your software Diacamma Pro is fully operational. Do not hesite consult the forum: many tricks can help you to make best use of your software.