New Purchases Order

A Purchase Order (PO) is a formal document issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services. It serves as a legal offer to buy and helps businesses track what has been...

New Goods Receipt Note (GRN)

A Good Received Note (GRN) is a vital document used to record the physical receipt of items from your suppliers. It serves as the official confirmation that goods have arrived at your facility, allowing the system to update inventory levels...

New Purchase Direct Invoice

A Purchase Invoice (also known as a Purchase Bill) is a formal document received from a supplier that outlines the items provided, quantities, agreed prices, and taxes. Recording a Purchase Invoice is essential for updating your inventory and establishing a...

GRNS To Invoice

The GRN to Purchase Invoice form allows you to convert physical stock receipts into financial liabilities. You can process a single receipt by clicking the Invoice action button directly from the GRN View or Inquiry list. To settle multiple receipts...

New Supplier Debit Note

A Direct Purchase Debit Note (also referred to as a Supplier Credit Note) is a formal document issued to a supplier to request a return of funds or a reduction in the amount owed. This is typically used when goods...

New Supplier Payment

A Supplier Payment is an official document used to record and allocate payments made to vendors for purchased goods or services. It ensures that your outstanding liabilities are accurately reduced and that the company’s financial records reflect the dispersal of...

Purchase Orders List And inquiry

The Purchase Orders List provides a centralized view of all procurement requests sent to your suppliers. From this dashboard, you can track the status of your inventory orders, filter through historical data, and initiate the receiving process. Managing your orders...

Goods Receiving Note lists and Inquiries

A Good Received Note (GRN) is a formal record used to confirm the physical arrival of goods from a supplier. This document verifies that the items delivered match the purchase order and serves as the basis for updating your inventory...

Purchase Invoices List (Transactions)

The Supplier Invoices List provides a centralized dashboard for managing all incoming bills from your vendors for goods and services. This view allows you to track payment statuses, monitor outstanding balances, and aging debts to ensure timely settlements and healthy...

Supplier Debit Notes List

A Supplier Debit Note is an official document used to record a reduction in the amount you owe to a supplier, typically due to returning damaged goods or overcharged invoices. It ensures that your outstanding liabilities are accurately adjusted and...

Supplier Payments List and Inquiry

The Supplier Payments List provides a complete overview of all funds dispersed to your vendors. This dashboard allows you to monitor your cash outflow, verify which payments have been correctly matched to invoices, and identify any unallocated funds that remain...

Supplier Allocations

The Allocations List serves as a central hub for managing open credits, such as Supplier Payments and Debit Notes, that have not yet been fully matched against outstanding liabilities. This dashboard allows you to maintain clean supplier ledgers by ensuring...

New Purchase Expenses

An Expense Entry is a specialized form used to record business costs that are paid immediately or tracked as liabilities. Unlike a purchase invoice for stock, the Expense form is primarily used for overheads, utility bills, travel, and services. Recording...

Invoices To Debit Note

The Invoice to Debit Note (Purchase Return) form is used to return items to a supplier after a Purchase Invoice has been finalized. This process reduces the amount you owe the vendor and adjusts your inventory levels accordingly. You can...

Expenses List and Inquiry

The Expenses List provides a centralized view of all business overheads, utility bills, and services recorded in the system. This dashboard allows you to track which expenses are settled and which remain as outstanding liabilities, ensuring your profit and loss...

Purchase Expenses Settings

The Expense Settings Management screen allows administrators to define and organize the various types of expenses used across the system. This configuration ensures that when users record an expense, it is automatically mapped to the correct General Ledger (GL)...

Expenses Category Settings

The Expense Category Management screen allows users to create, edit, and organize the high-level groups used to classify business costs. Grouping similar expenses into categories is essential for generating clean financial reports, analyzing spending trends, and maintaining a structured...

Purchase Order View

The Purchase Order (PO) View provides a comprehensive overview of a procurement transaction, allowing users to verify supplier information, item specifications, and financial totals. It serves as a central hub for tracking the lifecycle of an order—from initial creation...

Goods Received Note GRN view

Here is the updated Good Received Note (GRN) View documentation, including the Draft status and reorganized according to the interface flow. The Good Received Note (GRN) View provides a comprehensive record of items physically received from a supplier. It acts...

Purchase Invoice View

The Purchase Invoice view provides a centralized record of a supplier's billing for goods or services. It allows users to verify that the invoiced quantities and prices match the actual receipts (GRNs) and purchase orders. This view is the...

Purchase Expenses View

The Expense View allows for the management and review of non-inventory financial obligations. This module tracks overhead costs, services, and other miscellaneous business expenses, providing a clear breakdown of supplier information, tax applications, and general ledger impacts before final...

Supplier Credit Note View

The Debit Note View allows you to manage and review credits issued by suppliers for returned goods or price adjustments. This document effectively reduces the amount you owe to a supplier. The view provides a comprehensive breakdown of the...

Supplier Payment View

The Supplier Payment view provides a record of financial outflows to your vendors. It tracks the movement of funds from your bank or cash accounts to settle outstanding liabilities. This view allows you to verify payment amounts, review the...

Expense Types

The Expense Type screen lets you add a second layer of detail to your expenses. For example, if your category is "Travel," you can use "Types" to show if it was a "Regular" trip or an "Emergency" trip.  ...

Expense Type Detail

The Expense Type Detail screen allows you to add specific items or sub-types to your main Expense Types. This is the most granular level of classification, helping you track exactly what an expense was for within a specific group....

Order To GRN

The Order to GRN (Goods Received Note) form is used to record the physical receipt of goods from a previously issued Purchase Order. This process ensures that your inventory levels (Quantity on Hand) are updated immediately upon delivery, even before...

Requisition in Purchase

The Requisition module in the Purchase section is used as a formal request or "demand" for necessary stock items. It allows you to analyze current stock levels and pending orders to determine exactly what needs to be purchased to meet...