Asset Transactions
In the asset transaction, you can add a new asset transaction. You can also update, delete and print the required information. Adding a New Asset Transaction for New Purchase To add a new asset transaction, go to Fixed Assets > Transactions > Asset Transactions, the asset transactions page is…
June 13th, 2021
Locations
In the locations, you can add new, edit, and delete the locations of the fixed assets. Adding a New Location To add a new location, go to Fixed Assets > Masters > Locations, the locations page is displayed. Click on the Add New button at the top of the…
June 13th, 2021
Access Rights
In Access Rights, you can set access rights to users against your desired module and role. You can also set login permission to the user. Setting Module Access Rights To set/update module access rights against the Role, go to Configurations > Security > Access Rights, the access rights page is displayed. Click…
June 6th, 2021
Roles
In Roles, you can add/update and delete the role of users. You can also activate/deactivate the employee status of the role. Adding a new Role To add a new Role, go to Configurations > Security > Roles, the roles page is displayed. Click on the Add New button on the top of the Roles page,…
June 6th, 2021
Currencies
In Currencies, you can add a new currency. You can update the currency fraction name and also can update/delete currency from the list. Adding New Currency Information To add a new currency, go to Configurations > General > Currencies, the Currencies page is displayed to view the details. Click on…
June 6th, 2021
Countries
In the countries, you can add a new country. You can update the country’s name, code, and update/delete a country from the list. Adding new Country Information To add a new country, go to Configurations > General > Countries, the Countries page is displayed. Click the Add new button, a pop-up is…
June 6th, 2021
Email Address
In Email Address, you can set the email address for the outgoing mail server against your username, hostname, and port number, etc. Setting the Email Address To set/update the email address, go to Configurations > Security > Email Address, the email address page is displayed. Click on the Update button,…
June 6th, 2021
Device Dashboard
In the Device Dashboard, you can set device settings to users against your desired module and role for the Android and iOS devices. You can also provide full access or block it. Setting Module Device Dashboard To set/update the module device dashboard against the Role and User, go to Configurations >…
June 6th, 2021
Check Transactions
In the check transactions, you can view, print, and email the information regarding the transactions where debit and credit amounts are not equal. Viewing Check Transactions To view the check transactions, go to Financial Accounting > Reports > Check Transactions, the check transactions page is displayed. Note: This…
May 21st, 2021
Monthly Analysis
In the monthly analysis, you can view, print, and email the monthly analysis report of the cost centers. You can also export the information to Excel, Word, and PDF Formats. Viewing Monthly Analysis Based on Cost Centers To view the monthly analysis, go to Financial Accounting > Reports >…
May 20th, 2021
Account Summary
In the account summary, you can view, print, and email the information regarding the account summary. You can also export the information to Excel, Word, and PDF Formats. Viewing Account Summary Based on Cost Centers To view the account summary, go to Financial Accounting > Reports > Cost Centers…
May 20th, 2021
Ledger / Summary
In the ledger/summary you can view, print, or email the information regarding the ledger/summary of cost centers. You can also export the information to Excel, Word, and PDF Formats. Viewing Ledger/Summary with All Cost Center Type To view Ledger/Summary, go to Financial Accounting > Reports > Cost Centers >…
May 20th, 2021
Balance Sheet
In the balance sheet, you can view, print, and email the information regarding the balance sheet. You can also export the information to Excel, Word, and PDF Formats. Viewing the Balance Sheet To view the balance sheet, go to Financial Accounting > Reports > Ledgers & Statements > Balance…
May 20th, 2021
Profit Loss Statement
In the profit loss statement, you can view, print, and email the information regarding the profit loss accounts statement. You can also export the information to Excel, Word, and PDF Formats. Viewing the Profit Loss Statement To view the profit loss statement, go to Financial Accounting > Reports >…
May 20th, 2021
Trial Balance
In the trial balance, you can view, print, and email the account trial balance. You can also export the information to Excel, Word, and PDF Formats. Viewing the General Trial Balance To view the general trial balance, go to Financial Accounting > Reports > Ledgers & Statements > Trial…
May 19th, 2021
Statement of Accounts
In the statement of accounts, you can view, print and email all the information regarding the statement of accounts. You can also export the information to Excel, Word, and PDF Formats. Viewing the Statement of Accounts To view the statement of accounts, go to Financial Accounting > Reports >…
May 19th, 2021
Accounts Analysis Statement
In the account analysis statement, you can view, print, and email the analysis statement of accounts. You can also export the information to Excel, Word, and PDF Formats. Viewing the Accounts Analysis Statement To view the accounts analysis statement, go to Financial Accounting > Reports > Ledgers & Statements…
May 19th, 2021
Credit Invoice Pending List
In the credit invoice pending list, you can view, print, or email the information regarding the credit invoice pending list. You can also export the information to Excel, Word, and PDF Formats. Viewing the Credit Invoice Pending List To view the credit invoice pending list, go to Financial Accounting…
May 17th, 2021
Cost Centers
In the cost center, you can add, update and delete the cost centers. You can also add nested levels cost centers. Adding a New Cost Center To add a new cost center, go to Financial Accounting > Cost centers > Cost Center, the cost center page is displayed. Click…
May 4th, 2021
Budget Group Name
In the budget group names, you can add edit, or delete the budget group names. Adding a New Budget Group To add a new budget group name, go to Financial Accounting > Budgeting > Budget Group Name, the budget group name is displayed. Click on the Add new button…
May 3rd, 2021
