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How to Link Bank Account with Bank Supplier address
How to Link Bank Account with Bank Supplier address Helps you add address to a Bank and link the bank account with that address Alok Patel When you create purchase invoice, the supplier against which the purchase invoice has to be created should have ...
How to record multiple Debit Notes against Single Purchase Invoice
How to record multiple Debit Notes against Single Purchase Invoice Helps you record and adjust multiple debit notes received against a single purchase Invoice Alok Patel When you receive two or more than two debit notes against a single purchase ...
How to Book Bank charges while making Contra entry
How to Book Bank charges while making Contra entry Alok Patel On the dashboard, search for "Journal Entry List" and filter for entries whose entry type is "Contra Entry" (Refer Figure as shown) Open the respective "Payment Entry" for which you want ...
How to create a Sales Team and Sales Person
How to create a Sales Team and Sales Person Helps you create a new Sales Team and Sales person Alok Patel To go to Sales Team listing view in the finance module, In your dashboard, go to “Search Bar” and search “Sales Person Tree” Select Sales Person ...
How to create a debit note against an invoice
How to create a debit note against an invoice Helps you create a credit note against a particular invoice Alok Patel On the dashboard, search for "Purchase Invoice List" in the universal search bar and select it ( as shown in figure) Following page ...
How to Add Customer Address during sales invoice creation
How to Add Customer Address during sales invoice creation Helps you create new address for a customer while creating invoice Alok Patel If you are creating an invoice, and the address of the customer is missing you can follow the given steps: Click ...
How to create a new customer
How to create a new customer Helps you create a new customer in finance module Alok Patel To go to Customer listing view in the finance module, In your dashboard, go to “Search Bar” and search “Customer List” How to enter basic details of a customer ...
How to prepare a configuration for Uploading Bulk Purchase Reconciliation Format
How to prepare a configuration for Uploading Bulk Purchase Reconciliation Format Helps you configure an upload format for PD and link it to a particular supplier Alok Patel Pre-deposit Amount or PD is a statement that helps you make purchase invoices ...
How to create a consolidated invoice
How to create a consolidated invoice Helps you create a consolidated invoice for number of charges against various invoices Alok Patel To create a consolidated invoice you need to follow the given procedure: On the dashboard search for Purchase ...
How to run Job Profitability Report
How to run Job Profitability Report Helps you run the job profitability report and understand the profit and profit margin against a job Alok Patel In order to run the job profitability report, you need to follow the given procedure: On the dashboard ...
How to Add Customer During Sales Invoice Creation?
How to Add Customer During Sales Invoice Creation? Helps you create a new customer while creating a sales invoice if the customer does not exist Alok Patel While making a sales invoice if the customer for which you are raising the invoice does not ...
How to track utilisation of Lower TDS Deduction certificate of a supplier ?
How to track utilisation of Lower TDS Deduction certificate of a supplier ? Helps you in running TDS lower deduction utilisation tracking report Shubham Pachori If one (or few) of your supplier have provided you with Lower TDS deduction certificate ...
How to add supplier address while creating purchase invoice
How to add supplier address while creating purchase invoice Helps you create a new address for a supplier while creating a purchase invoice, if the address does not exist Alok Patel While making Purchase invoice, after adding the name of the ...
How to Cancel a Forex Payment/Receipt Entry
How to Cancel a Forex Payment/Receipt Entry Helps you cancel a forex payment entry if you have made any error Alok Patel In case you have made an error or wish to cancel a payment entry in our system due to any discrepancy, you can do so using the ...
How to revise a Payment/Collection entry
How to revise a Payment/Collection entry Helps you modify a payment entry in case of discrepancy made Alok Patel Certain payment entries have to be modified due to mistaken payment entry or due to any discrepancy You can follow the given procedure in ...
How to Create a Bank Account of your Company
How to Create a Bank Account of your Company Helps you create a bank account for your company Dhruv Saraiya Sometimes you may need to create a new Bank Account for one of your branches, in this article we will walk through the steps for a new Bank ...
How to record a Contra Entry
How to record a Contra Entry Helps you record a contra entry in our system using the concept of dual entry Alok Patel On the dashboard of "Accounting Module" search for "Journal Entry List" in the global search bar and click on "New" on the page that ...
How to configure Lower TDS Deduction Certificate received from a supplier ?
Suppose Your vendor name is: SQQ INTERNATIONAL LOGISTICS PVT LTD has issued Tax withholding exemption certificate of limit 50,000 , TDS section 194C, Exemption rate : 0.01% , Period : 1Sep 2022 to 28-Feb-2023: How you can add the certificate in ...
How to download Air Shipment Reports?
How to download Air Shipment Reports? Shubham Pachori Shipments / bookings flying today Go to air bookings and go to confirmed bookings tab (or you can goto MAWBs to be created report too) Click on drop down icon confirmed booking report tab (it ...
How to Create "Bill of Supply"
How to Create "Bill of Supply" A Bill of Supply is issued when GST is not applicable on a transaction or when GST is not to be recovered from the customers. Alok Patel In order to create a Bill of Supply follow the given procedure: Log on to Shipmnts ...
How to get items from Sales Quotation (For invoicing)
How to get items from Sales Quotation (For invoicing) Helps you get items from the quotation template to your estimates section for the invoicing purpose Alok Patel Click on the job whose invoice you want to create and go to “Estimates tab” (as shown ...
How to Create a Ledger Group
How to Create a Ledger Group Helps you create a Ledger Group in the Finance Module Alok Patel In order to create a Ledger group in your accounting module you need to follow the given procedure On the dashboard, search for "Account Tree" in the ...
How to run Collection Report ?
How to run Collection Report ? Shows all the transactions made under the payment entry "Receive" to know the amount collected against each transaction via bank or cash Alok Patel When you are running this report for the first time, search for the ...
How to run Purchase Reconciliation Statement Report
How to run Purchase Reconciliation Statement Report Helps you see the transactions uploaded and check outstanding Alok Patel In order to check a report format of purchase reconciliation you need to follow the given procedure: On the dashboard of ...
How to run Sales Register detailed and summary report
How to run Sales Register detailed and summary report Helps you find list of sales invoices raised in both detailed and summarised format Alok Patel It is a statement which lets you find out the list of sales invoices raised for your customers along ...
How to reconcile and mark adjustment actions in a Booked CSR ?
How to reconcile and mark adjustment actions in a Booked CSR ? This will help you in identifying unreconciled entries and taking corrective action against them Shubham Pachori Once you have booked CSR by uploading excel or manual booking process, you ...
How to record TDS in collection entry for Customer with multiple TAN ?
How to record TDS in collection entry for Customer with multiple TAN ? Shubham Pachori In the previous article we have seen How to record TDS in collection entry for customers with single tan. In this article how you can handle TDS calculation in ...
Settling Advance Paid To an Employee Against a Cash Expense
Settling Advance Paid To an Employee Against a Cash Expense How to settle advance paid to an employee against an expense claim Shubham Pachori In case you pay employee advances for the cash expense they may do at port of operations, you can settle ...
How to run Report Charge-wise job profitability
How to run Report Charge-wise job profitability Helps you get Income / Expense combined from estimate ID or Item Name or Income / Expense Ledger if found in the given order. Alok Patel In order to generate a report of Income/Expense combined from ...
How to create Sales Quotation
How to create Sales Quotation Helps you create a template to import your charges to estimates or invoice Alok Patel On Dashboard, Go to “Explore” tab and select “Selling” from the options (as shown in Figure) Select “Quotation” under “Sales option" ( ...
How to create a Forex Sales Invoice
How to create a Forex Sales Invoice Helps you create an invoice where you have made the transaction in a foreign currency Alok Patel When you have made sales of certain commodity in some other currency and you want to raise an invoice for it you can ...
How to disable a customer
How to disable a customer Helps you disable a customer if your are no longer dealing with him Alok Patel It might happen that you don't deal with a customer anymore and you don't need that name to pop-up every time while making your entries in the ...
How to make a Petty Cash Entry
How to make a Petty Cash Entry Helps you make entries in your accounting books for transactions that don't involve invoices Alok Patel Expenses such as tea, courier and so which don't involve invoices and have to be entered in the accounting books ...
How to merge duplicate customers
How to merge duplicate customers Helps you merge two customers for the same Alok Patel In case you have added duplicated customer and want to merge the same or you want to merge on customer with another, you need to perform the given procedure for it ...
How to create a new supplier
How to create a new supplier Check to know how to make new supplier in your accounting module. Gaurav Parmar To go to supplier listing view Search "Supplier List" in Global search Creating New Suppliers Once you are in the supplier listing view, to ...
Creating Expense Claim
Creating Expense Claim How to record cash expense for a shipment Shubham Pachori Whenever Employee’s make expenses out of their pocket on behalf of the company. For example, if they paid for a service related to a shipment like palletisation, ...
How to make Bank Payment Entry
How to make Bank Payment Entry This entry is visible under the payment report Alok Patel Payment entry is made when you have paid a certain amount to your supplier or party either against a particular invoice or in advance In order to make a payment ...
How to add new address for a Supplier
How to add new address for a Supplier Helps you create another address for a supplier in case of multiple supplier Alok Patel A saved Supplier profile will look like (as soon in figure) Now scroll down to address section and click on "New Address" ...
How to create a Standalone Debit Note
How to create a Standalone Debit Note Helps you create a debit note for which the invoice is not existing in shipments module or if you have received an additional debit note Alok Patel To create a Standalone debit note you need to follow the given ...
How to Link Sales Person to a customer
How to Link Sales Person to a customer Helps you link sales person or a group within the Sales team to a customer Alok Patel In order to link a "Sales Person" or a "Sales Team" to a customer, you have to go to customer listing view To go to customer ...
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