Add-on Cost Master Menu Path: Accounting > Masters > Add-on costs Note: Product Master Menu Path: Products > Masters > Products Note: Purchase Order Menu Path: Purchases >...
Bank reconciliation is the act of comparing your bank account with the bank statement, locating the differences, and adjusting or settling the differences to bring...
A pop-up with journal # will be created, Click on Yes
Step 1 : Menu Path: Accounts > Accounts > In Accounting list select a “Detail Account” and Check “Allow Budget Tracking” > Save Step 2 : ...
1. Sales Order to Sales Invoice Menu Path>> Sales Module > Sales Order List > Select a Sales Order >Menu > Process > Invoice 2....
Stock Taking( Cycle Count) Cycle Count is done to keep track of the stock count and to make the necessary adjustments as and when required. The ‘Stock Taking’...
Processor Setup Menu Path: Finance > CC/ACH Processor Master > Create New Processor > Enter Processor Code and Description > Select the Service Provider > Save ...
Menu Path: Sales > Sales Invoice > Sales invoicing Listing > Open the Sales Invoice > Menu > Payment > Refund Select the payment method >...
Define and Review Payment Methods
Review and Email relevant CRM and Sales MIS Report from BackOffice CRM MIS Reports Menu Path >> BackOffice > CRM > Reports > Report List...
Table of Content Repeat Journals Repeat Journals are transactions you save as a template that can be retrieved and used again. This feature is ideal to use...
Menu Path: Accounting > Transactions > Product Cost Adjustment Viewing the Change in Product Cost Menu Path: Products > Product Master > Cost Tab
Accounting reports are one of the crucial documents of your business. It’s essential to create them to know about the aspects that affect your business...
Receipt Journal allows you to create a new journal to record the transaction details or to specify an existing journal to which the transactions should be...
This option is used to adjust/ modify the cost for the existing stock of the product Menu Path: Accounting > Transactions > Product Cost Adjustment The...
Menu Path : Collaboration > Project Analysis > Select the Project > Go Check the project status with related Task and Transaction details
Creation of Purchase Quotation Menu Path: Purchase > Purchase Quotation > Create New > Select a supplier > Accept > Add the line item and click on the save...
Menu Path: Admin > Business Rules > Transactions > Pricing and Others Menu Path: Admin > Default Settings Menu Path: CRM > Pricing > Pricing Rule
GST Menu Path: Finance > Tax Components > Create a New Tax Component Menu Path: Sales Tab > Enter the Tax Rate and Select the Tax Account Menu...
Menu Path: Admin > Company Prerequisites > Data Import Manager Note: A list of suppliers can be imported using Import Manager from a predefined Excel template. Every enterprise...
Task Description: Taxes are generally involuntary fees levied on individuals or corporations enforced by a government entity, whether local, regional, or national, to finance government activities. In...
Menu Path: Accounting > Year Closure