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How to run TDS Receivable Report?
How to run TDS Receivable Report? Helps you run the reports using various filters and pivots and get the requisite amounts Alok Patel Once you have made the respective collection entries, you will want to check how much amount have you received from ...
How to create Reimbursement Invoice.
How to create Reimbursement Invoice. An invoice generated by freight forwarder to the shipper (customer) for charges paid by him(Freight Forwarder) on behalf of the shipper. Alok Patel Log on to Shipmnts Operations Module and select the job for which ...
How to record TDS deduction in collection entry for third party payments ?
How to record TDS deduction in collection entry for third party payments ? Shubham Pachori In cases of shipments being executed via subagents or via nomination of overseas agent sales invoices are raised to Subagent or the overseas agent but payment ...
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 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 ...
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 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 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 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 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 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 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 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 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 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 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 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 ...
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 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 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 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 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 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 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 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 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 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 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). ...
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 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 ...
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 create Reimbursement Invoice.
How to create Reimbursement Invoice. An invoice generated by freight forwarder to the shipper (customer) for charges paid by him(Freight Forwarder) on behalf of the shipper. Alok Patel Log on to Shipmnts Operations Module and select the job for which ...
How to run TDS Receivable Report?
How to run TDS Receivable Report? Helps you run the reports using various filters and pivots and get the requisite amounts Alok Patel Once you have made the respective collection entries, you will want to check how much amount have you received from ...
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 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 configure Lower TDS Exemption received from a supplier ?
How to configure Lower TDS Exemption received from a supplier ? Helps you in configuring Lower TDS Exemption certificate along with rates and validity for a supplier Shubham Pachori In cases of where you have high volume and value transactions ...
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 ...
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