Navigation Basics
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 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 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 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 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 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 ...
eInvoicing in Shipmnts
What is eInvoicing? An e-invoice/electronic invoice is a digital document that is exchanged between a supplier and buyer and is validated as per the compliances of the government’s taxation policy. Government of India under it’s GST regime has ...
How do you kickstart eInvoicing with Shipmnts?
Register your business in the e-invoice portal. Our Support team will get in touch with you for each GSTIN you have registered we will need following details handy to help you with this registration GSTIN number Email ID provided for GST registration ...
How should I notify customers about e-Invoicing?
Dear Valued customer, As per currently applicable GST regulations, [Your Company Name] (PAN [Your Company’s PAN]) (hereinafter mentioned as “The Company”) are onboarding GST e-Invoicing, effective 1st Jan, 2021 In line with the GST regulations, the ...
How to Book Consolidated Sales Invoice For Rebate / Profit Share
Step 1 Downloading shipments done with an agent
How to perform MBL/HBL Unrelease(Reopen) Action?
Whoever has permissions for unrelase MBL/HBL Document they can perform these actions from the System by itself. Actions From MBL/HBL Unrelease: - From Document Report Screen: Once a Document is Released in the system then it will reflect in the ...
How to upload the Bank Statement?
Before the upload bank statement, please make sure your upload file is in proper formatted. Example below is statement of HDFC Bank, We have to make proper formatting and remove all header and footer details. And make it as simple as below, Few ...
How to Reconciliation of Bank Transaction with Bank Entries?
Go to Menu > Cash & Bank Management > Bank Reconciliation > Automated bank reconciliation with upload - Select the bank account which statement you want to upload and then click on Menu > Reconcile this Account It will show you all the bank ...
How can we do manual reconciliation without upload bank statement?
Sometime we have only 10-15 transactions in bank statement, in that case if you don’t want to upload statement and reconcile all entries manually. Go to Menu > Cash & Bank Management > Bank Reconciliation > Bank Reconciliation Statement - It will ...
How to run bank transaction as on particular date?
How to run bank transaction as on particular date? If you uploaded a statement and you want to see or reconcile bank transaction till selected date/as on date, you can select date in “As on Date” and click on reconcile. It will display only till ...
How can we do make date filter for bank transaction?
Sometimes it happens that you have uploaded the whole month’s bank statement but you just wanted to reconcile entries date wise or for only particular date. In that case, you can use the Add Filter as shown in the image
How can I un-reconcile any bank transaction which is wrongly reconcile with different entry?
In any case, you reconcile wrong entry with wrong bank statement transaction, Go to Menu > Cash & Bank Management > Bank Reconciliation > Uploaded bank statement transactions - It will open the list of all Bank Statement Transaction which we have ...
How can we make bank entry in book directly from bank reconciliation?
When you are doing bank reconciliation few of entries are not made in bank book, then you no need to go payment screen and bank entry screen to make entry. You can direct made it from bank reconciliation. Open that bank transaction entry from bank ...
How to export Bank Reconciliation Statement?
Run the Bank Reconciliation Statement and go to Menu, there are three option 1> Print, 2> PDF, 3> Export. You can also send email this report direct using SEND EMAIL option.
How can we fetch/export the list of un-reconcile entries?
Run the Bank Reconciliation Statement with select the “Only Unreconciled” check-box, It will show you list only unreconciled entries in list.
What happens if any user tries to upload same statement again?
Here if user uploads same bank statement again, then system will show you the message like below, Let’s Say, User already upload statement from date 1 to 12 and after few days he try to upload statement again for date 10 to 20.... here for date 10, ...
How can I cancel/delete bank statement which are uploaded wrongly?
In any case, you upload wrong bank transaction or any case you want to cancel uploaded bank statement in system, Go to Menu > Cash & Bank Management > Bank Reconciliation > Uploaded bank statement transactions - It will open the list of all Bank ...
How to run Bank Reconciliation Statement?
Go to Menu > Cash & Bank Management > Bank Reconciliation > Bank Reconciliation Statement - It will open Bank Reconciliation Statement screen. Select the Bank Account which reconciliation statement you want see. Select the Summary date and Date range ...
How to export summary of all banks account?
Go to Menu > Cash & Bank Management > Bank Reconciliation > Consolidated Bank Reconciliation Statement - It will open Consolidated Bank Reconciliation Statement screen. Select the “As on Date” and Select Currency and click on Generate, It will run ...
Bank Setup for upload statement
First we have to do one time setup for bank statement configuration. Example below is statement of HDFC Bank. We have to make proper formatting and remove all header and footer details. And make it as simple as below, Now go to Menu > Cash & Bank ...
How to book Cash Deposit in Bank? (Cash to Bank Entry)
Go to Menu > Cash & Bank Management > Internal Transfers (Contra) > New cash deposit to bank - It will open contra entry form. Select the Posting Date Select the Company(if multi company) and select the Posting Branch (If you have access of only one ...
How to book Bank to Bank Contra Entry (Same Branch)?
Go to Menu > Cash & Bank Management > Internal Transfers (Contra) > New bank to bank transfer - It will open contra entry form. Select the Posting Date Select the Company(if multi company) and select the Posting Branch (If you have access of only one ...
How to book Cash Withdrawal from Bank? (Bank to Cash Entry)
Go to Menu > Cash & Bank Management > Internal Transfers (Contra) > New cash withdrawal from bank - It will open contra entry form. Select the Posting Date Select the Company(if multi company) and select the Posting Branch (If you have access of only ...
How to book operational/job Cash payment entry?
For Cash Payment, Go to Menu > Cash & Bank Management > Cash Receipt/Payment > New other cash expense and payment entries - It will open the form of cash entry where nature selected as “Pay - Outward” for cash pay entry. Select the Posting Date ...
How to book non-operational/non-job Cash entry?
For Cash Payment, Go to Menu > Cash & Bank Management > Cash Receipt/Payment > New other cash expense and payment entries For Cash Receive, Go to Menu > Cash & Bank Management > Cash Receipt/Payment > New other cash receipt entries - In both case, It ...
How to book operational/job Bank payment entry?
For Bank Payment, Go to Menu > Cash & Bank Management > Bank Payment > New other expenses and payments - It will open the form of bank entry where nature selected as “Pay - Outward” for pay entry. Select the Posting Date Select the Company(if multi ...
How to book non-operational/non-job Bank entry?
For Cash Payment, Go to Menu > Cash & Bank Management > Bank Payment > New other expenses and payments For Cash Receive, Go to Menu > Cash & Bank Management > Bank Receipt > New other receipt entries - In both case, It will open the form of bank ...
https://app.hubspot.com/contacts/3311946/ticket/381271085/
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How to create an HBL in Ocean Import shipment?
Note : [this action will applicable for back to back and house shipment only] Follow below steps to unreleased HBL in ocean import shipment 1. Go to the summary card screen of ocean import shipment. as you can see in the below screenshot.
How to add Cargo Details at the container level?
Follow the below steps to add Cargo details at the container level: Go to details screen of shipment and then go to Container tab section Go here you can container details and not below the field of Container type Show Cargo Details link available, ...
How to link house with added container(s) in the shipment?
Follow the below steps that how to link house in an added container at container tab level: Go to details screen of created shipment Now, Go to the container tab section here below the Container type field Show 0 Linked shipments(s) a link is ...
Release Note Sept
Enhancements
What's new from the First week of Oct 2021
Enhancements
What's new from the Last week of Sept 2021
Enhancements
How to share WhatsApp notifications?
We have launched the Share WhatsApp notification feature which allows you to share WhatsApp notifications for milestones done in the system same as emails being sent for milestones. On clicking the Share Notification, the system will automatically ...
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