Navigation Basics
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 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 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 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 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 Once you have booked CSR by uploading excel or manual booking process, you will see ...
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 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 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 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 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 “ ...
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 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 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 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 ...
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 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 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 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 ...
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 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 ...
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 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 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 ...
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 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 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 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 ...
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 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 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 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 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 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 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 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 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 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 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 ...
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