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How to amend/revise a Sales Invoice
How to amend/revise a Sales Invoice Helps you make a revision in your sales invoice if you have made any error or there is a discrepancy Alok Patel You need to amend the sales invoice when you have either made any error or you have raised the invoice ...
How to record an entry for cheque bounce
How to record an entry for cheque bounce Helps you record an entry and cheque the respective ledger entry for cheque bounce Alok Patel In certain cases you have received a cheque from your customer and the cheques has bounced. You can follow the ...
How to Run Accounts Payable Detailed and Summary Report
How to Run Accounts Payable Detailed and Summary Report Report to know all the payments that has to be done Alok Patel It is a statement which lets you know the amount that you are supposed to pay against each transaction/invoice (individually) in ...
How to book bank charges when payment entry is made
How to book bank charges when payment entry is made Helps you book the charges deducted by bank when payment entry has been recorded Alok Patel When a bank deducts charges it is a kind of expense made from your end and you can record the deducted ...
How to record a Forex Payment/ Receipt Entry
How to record a Forex Payment/ Receipt Entry Helps you make an entry for the transaction in which the payment is either received or made in a Foreign Currency Alok Patel Forex payment entry is an entry in which the payment is either made/received in ...
How to create Credit Note against an invoice
How to create Credit Note against an invoice Helps you create a credit note against a particular invoice Alok Patel On Dashboard, search “Sales Invoice List” in the universal Search bar and select it (as shown in figure) Following page will open with ...
How to Create Purchase Invoice (Without Job)
How to Create Purchase Invoice (Without Job) Helps you create a purchase invoice where job/shipment is not related Alok Patel On the dashboard, search for "Purchase Invoice List" in the universal search bar and select it ( as shown in figure) ...
How to make payment from Sales Invoice
How to make payment from Sales Invoice Helps you make payment directly from sales invoice Alok Patel When you want to make a payment entry directly from the sales invoice, you can do that by following the procedure given below: On the dashboard, ...
How to Create a courier invoice
How to Create a courier invoice Helps you create a courier invoice for which you are always charged IGST despite the address of the customer Alok Patel When a shipment/job is made and the invoicing team wants to raise a courier invoice for the ...
How to add multiple addresses for a customer
How to add multiple addresses for a customer Helps you add another address for a particular customer Alok Patel A saved customer profile will look like ( as shown in figure) To add address details of customer's address, scroll down and go to “ ...
Making Payment For a Cash Expense
Making Payment For a Cash Expense How to reimburse your employee for a cash expense Shubham Pachori Case on case basis reimbursement In case where an employee has already paid for expense claim you can may reimburse the employee by making a payment ...
How to add supplier while creating Purchase Invoice
How to add supplier while creating Purchase Invoice Helps you create a new supplier, if not present while creating a purchase invoice Alok Patel In case you find a supplier is not present while creating a purchase invoice you need to follow the given ...
How to Create Purchase Invoice (With Job)
How to Create Purchase Invoice (With Job) Helps you create a purchase invoice against a particular job/ shipment for the concerned supplier Alok Patel Log on to Shipmnts Operations Module and find the job for which you want to create a purchase ...
How to Create Non-Job Sales Invoice
How to Create Non-Job Sales Invoice Sales Invoice - Invoice generated by a Freight Forwarder for the shipper (Customer) for the services rendered to Shipper. Alok Patel When you have made sales of certain commodity that doesn't have a job related to ...
How to Run Accounts Receivable Detailed and Summary Report
How to Run Accounts Receivable Detailed and Summary Report A report to know all outstanding amounts against each invoice. Alok Patel It is a statement which lets you know the outstanding amount that you are supposed to collect from your respective ...
How to refresh shipment data to invoice.
How to refresh shipment data to invoice. Helps you re-fetch the changes you have made in shipment data to your invoice. Gaurav Parmar On the dashboard search for "Projects" in the universal search bar and select "Open Projects" (as shown in figure) ...
How to download sales invoice pending report ?
How to download sales invoice pending report ? Shubham Pachori To get list shipments downloaded from system where sales invoice creation or income is yet to be recorded go to shipments tab from left side navigation bar Air Shipments For air shipments ...
How to Get items from MAWB (For Invoicing)
How to Get items from MAWB (For Invoicing) Helps you get items from MAWB to estimates section for making invoices Alok Patel Click on the job whose invoice you want to create and go to “Estimates tab” as shown: Go to “Get items from” and select “AWB” ...
How to record the advance payment during creating invoice
How to record the advance payment during creating invoice Helps you make a record of the advance payment received against the invoice Alok Patel On the dashboard, search for “Sales Invoice List” and select it (as shown in figure) Following page would ...
How to change sales person for particular sales invoice only?
How to change sales person for particular sales invoice only? Helps you change a sales person for a particular sales Invoice Alok Patel Sales person is assigned to a customer at the time of creating a new customer itself and comes in invoice from ...
How To Book No Discount & All In CSRs
How To Book No Discount & All In CSRs It will help you in booking CSRs with no discount and all in freight cases Ekta Mehta Alot of times Airline/GSA don't show discount (for taxation purposes) in actual CSR or show due carrier inclusive in the ...
How to cancel a Sales Invoice
How to cancel a Sales Invoice In case you want to remove a sales invoice permanently, you can do so by cancelling it Alok Patel You can cancel the invoices if you want to remove the invoice permanently from the system Note: You cannot amend a sales ...
How to get advance allocate to your purchase invoice
How to get advance allocate to your purchase invoice Helps you make a record of the advance payment made to the supplier against the invoice Alok Patel On the dashboard, search for "Purchase Invoice List" in the universal search bar and select it ( ...
How to Run Payment Report
How to Run Payment Report It help you see all payment entries done to your suppliers (vendors) via - bank or cash Shubham Pachori When you are running this report for the first time, search for the report in universal search by typing “Report Payment ...
Creating Expense Claim Type
Creating Expense Claim Type How to create expense claim type for shipment and other cash expenses Shubham Pachori Expense Claim is made when Employee’s make expenses out of their pocket on behalf of the company. For example, if they paid for a ...
How to create a Ledger for the item
How to create a Ledger for the item Helps you create a Ledger for the Item Alok Patel In order to create a ledger, you need to follow the given procedure On the dashboard, search for "Account Tree" in the universal bar (as shown in figure) Select the ...
How to create an invoice for General job
How to create an invoice for General job Helps you create an invoice for a General Job from estimates Alok Patel To create a general job invoice, you need to select a general shipment and then proceed further In the operations module of our system, ...
How to prepare upload format for upload & auto-reconcile CSR ?
How to prepare upload format for upload & auto-reconcile CSR ? This will help you in understanding how to prepare upload format Shubham Pachori In order to use upload and auto-reconcile feature you will have to prepare the excel as per the format ...
How to find a credit note for an invoice
How to find a credit note for an invoice Helps you find a particular credit/ debit note for against the invoice Alok Patel On the dashboard, search for “Sales Invoice List” and select it (as shown in figure) Page will open up with list of all sales ...
How to Upload and Book CSR ?
How to Upload and Book CSR ? This article will help you understanding how to use upload and book CSR feature Shubham Pachori Once you have prepared the excel format of actual CSR for upload (refer the article - how to prepare upload format ). Goto ...
How to create a new Item/Head/Charge
How to create a new Item/Head/Charge Helps you create a new Item along with its ledger Alok Patel In order to create a new Item/Head/Charge we have to create respective ledgers for the same You have to follow a two-step process in order to create an ...
How to book bulk purchase Invoice (PD)
How to book bulk purchase Invoice (PD) Helps you upload the purchase transactions in bulk, verify the unreconciled entries and make purchase invoices Alok Patel Once you have configured your upload format, you can book the purchase invoice for the ...
How to create a Standalone Credit Note
How to create a Standalone Credit Note Helps you create a standalone credit note for which the invoice does not exist in finance module of our system Alok Patel When a service has been returned by a shipper to a Freight Forwarder or a wrong invoice ...
How to cancel a purchase invoice
How to cancel a purchase invoice In case you want to remove a purchase invoice permanently, you can do so by cancelling it Alok Patel You can cancel the invoices if you want to remove the invoice permanently from the system Note: You cannot amend a ...
How to amend a Forex Payment/ Receipt Entry
How to amend a Forex Payment/ Receipt Entry Once you have made the cancellation of the forex payment entry, you will need to amend the entry Alok Patel Once an entry is cancelled and you want to make the changes to the same entry, you can do so by ...
How to Create Sales Invoice (With Job/Shipment)
How to Create Sales Invoice (With Job/Shipment) Sales Invoice- Invoice generated by a Freight Forwarder for the shipper (Customer) for the services rendered to Shipper. Alok Patel When a shipment/job is made and the invoicing team wants to raise a ...
How to print cover sheet / cost sheet ?
How to print cover sheet / cost sheet ? Helps you take print out of a shipment's cover sheet or cost sheet Shubham Pachori You can take print out of cover sheet of shipment which you may want to stick on the hard copy file of the shipment or cost ...
How to amend/revise a purchase invoice
How to amend/revise a purchase invoice Helps you make a revision in your purchase invoice if you have made any error or there is a discrepancy Alok Patel On the dashboard, search for "Purchase Invoice List" in the universal search bar and select it ( ...
How to record TDS in collection entry for customers with Single TAN ?
How to record TDS in collection entry for customers with Single TAN ? Helps you record customer's TDS deduction while record collection done from that customer giving you payment Shubham Pachori Generally when you receive payments from customers they ...
How to make Bank Receipt Entry
How to make Bank Receipt Entry This entry is visible under the collection report Alok Patel Collection entry is made when you have received a certain amount from your customer or party either against a particular invoice or in advance (on account). ...
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