Account Management
Add, edit, and view accounts.
Bank and Cash Report
Review bank and cash balances and movements for a selected period.
Bank Reconcillation
Compare recorded bank transactions with bank statements and investigate differences.
Banking
Access supported banking functions and review bank-related transactions.
Cash and Bank Receipt Summary
Summarise money received into cash and bank accounts.
Chart of Accounts
Set up and manage the list of accounts used for bookkeeping and reporting.
Customer Receipt
Record customer payments and their associated accounting details.
Expenses
Record business expenses for expense monitoring and financial reporting.
Expenses Entry Report
Review individual expense entries recorded over a selected period.
Expenses Report
Review total business expenses by category or period.
Journal Entries
Create and review journal entries for adjustments and general-ledger postings.
Money Transfer
Record transfers between configured cash and bank accounts.
Order Payment Assignment
Allocate payments to relevant orders or transactions to track settlement.
Pay Point Report
Review payments collected through pay points.
Report
Access available accounting reports to review transactions and account balances.
Sales Rep Report
Setup
Configure accounting settings and foundational records for financial processing.
Supplier Payment
Record supplier payments and maintain accounts payable payment details.
Currency Setup
Record supported transactions in different currencies when multi-currency processing is enabled.
Multi-Currency
Configure currencies and related settings for supported accounting transactions.
Payment Gateways Management
Configure supported payment gateway details for payment processing.
Access Role
Define roles and permissions for HR users.
Bradford Factors
Score staff absence patterns using the Bradford Factor formula.
Competencies and Skills
Record staff skills and competency levels.
Cost Centers
Set up cost centers to assign staff costs to departments.
Expense Claim
Submit, approve, and track staff expense claims.
HR Management
Access core HR administration tools.
License
Record staff licenses and track their expiry
Overtime
Record and approve staff overtime hours.
Performance management
Set goals and track staff performance over time.
Recruitment
Manage job openings, applicants, and hiring.
Staff Management
Add, edit, and manage staff profiles.
Staff Report
Review staff data and summaries.
Time Log
Record hours worked by staff.
Travel Request
Submit and approve staff travel requests.
Staff Records
Maintain employee profiles and staff records for HR administration.
Attendance
Record staff attendance and shifts for attendance monitoring.
Leave Management
Submit, approve, and track staff leave requests and leave records.
Performance Review
Record staff appraisals and performance reviews for employee evaluation.
Training Records
Maintain staff training, learning, and certification records.
Adjust Item Open Balance
Correct an item's opening stock balance during setup or inventory reconciliation.
Best Selling Item by Quantity
Identify items selling the highest quantities over a selected period.
Best Selling Item by Value
Identify items generating the highest sales value over a selected period.
Inactive Items Cleanup
Review inactive item records and keep the item catalogue organised while preserving transaction history.
Item Wastage and Loss
Record item wastage and losses to monitor affected stock quantities.
Pack-Unit Conversion
Define pack-to-unit conversions for consistent quantities across purchasing, stock, and sales.
Price Adjustment
Record approved item price changes and maintain a history of adjustments.
Price Tag
Generate item price tags for clear product pricing and display identification.
QR & Bar Code Printing
Generate and print QR codes or barcodes to identify items and support scanning.
Sales by Item Category
Review sales grouped by item category to compare category performance.
Serial Number Tracking
Track individual units by serial number for identification and traceability.
Subcategories
Create subcategories to organise inventory items in greater detail.
Item Management
Create and maintain product and service records, including item codes, units, and prices.
Categories
Group items into categories for easier organisation, searching, and reporting.
Stock Taking
Count physical stock, compare it with system balances, and identify discrepancies.
Item Transfer
Record stock movements between branches or locations for inventory tracking.
Stock Adjustment
Record approved stock corrections for discrepancies, damage, loss, or other adjustments.
Stock Valuation
Review inventory values using available costing and pricing information.
Expiry Tracking
Track applicable batch details and expiry dates to identify stock nearing or past expiry.
Variants
Manage product variations such as colour and size and track variant-level stock where supported.
Multi-Warehouse
Manage stock across multiple warehouses within a branch.
Account Opening Balance
Enter and manage opening account balances when setting up or transitioning records.
Account Year
Configure accounting-year records used to organise financial periods.
Balance Sheet
Review assets, liabilities, and equity as at a selected reporting date.
Cash Flow
Review reported cash inflows and outflows over a selected period.
Income Statement
Review income, expenses, and resulting profit or loss for a selected period.
Inventory Loss Report
Review recorded inventory losses over a selected period.
Item Valuation
Review inventory valuation information and the recorded value of items in stock.
Ledger Trail Balance
Review ledger activity and balances to trace postings and check account balances.
Monthly Sales
Review sales totals by month to monitor trends and compare performance.
Reports
Access management reports for reviewing business operations and financial performance.
Trial Balance
Review ledger balances and compare total debits with total credits.
Yearly Closing Balance
Review year-end closing balance information for the accounting process.
Add New UOM
Create a new unit of measure for materials and products.
Adjustment List
Review stock adjustments made in manufacturing.
All Runs
View every production run regardless of status.
BOM List
View all bills of materials and their components.
Completed Runs
View production runs that have finished.
Consumable
Manage consumable materials used in production.
Costing Report
Review process costs across production runs.
Create New BOM
Define the materials and quantities required to manufacture a product.
Create Order
Create production orders for planned products and quantities.
Create Supplier Invoice
Create supplier invoices for materials or services purchased for manufacturing.
Dashboard
View an overview of manufacturing activity and key production information.
Efficiency Report
Review efficiency of production processes.
Floor Inventory
Monitor inventory held on the production floor for ongoing work.
Inventory
View and manage inventory information relevant to manufacturing materials and production.
Item Categories
Organise manufacturing items and materials into categories.
Log Downtime
Record production downtime and duration to help investigate interruptions.
Material Issues
Record materials issued from inventory to production for traceability and usage tracking.
Material Requisitions
Request materials and inputs required for production.
Material Returns Report
Review materials returned from production to inventory.
Material Usage Report
Review material quantities issued or consumed in production.
New Process
Create a new production process.
Pending Runs
View production runs not yet completed.
Process List
View and manage all production processes.
Production Cost Report
Review recorded costs associated with manufacturing activity.
Production Costing Report
Review production costing details and costs associated with manufactured output.
Production Dashboard
View a consolidated overview of production activity and available manufacturing indicators.
Production Efficiency
Review output against inputs to measure production efficiency.
Production Order List
View production orders and review their details and recorded progress.
Production Wastage Report
Review production wastage to identify material losses and support improvement.
Raw Material Valuation
Review the recorded value of raw materials held for manufacturing.
Record Wastage
Record materials or output wasted during production for monitoring and cost control.
Reversal History
Review past reversals of production entries.
Reverse Material Issue
Undo a material issue and return the materials to stock.
Scrap Report
Review materials or output scrapped during production.
Stock Adjustment
Adjust material stock levels to match actual counts.
Supplier Invoice List
Review supplier invoices recorded for manufacturing purchases.
Supplier Payments
Record and review payments to suppliers for manufacturing purchases.
Time Tracker
Record time spent on production activities to support work tracking and costing.
UOM List
Configure units of measure used for manufacturing items, materials, and quantities.
Wastage / Loss Report
Review recorded production wastage and losses for cost control.
Wastage Report
Review wastage recorded across relevant manufacturing activities.
WIP Inventory Report
Review quantities or values associated with work-in-progress inventory.
WIP Report
Review work-in-progress for production that has started but is not yet complete.
Monthly Schedule
Prepare and manage payroll schedules for each monthly pay period.
Payment Definition
Define payroll earnings and deductions used to calculate employee pay.
Payroll Confirmation
Review and confirm payroll calculations before finalising a payroll run.
Payroll Report
Review payroll calculations and employee payment information in available reports.
Salary Structure
Set up employee salary structures and applicable pay components.
Setup
Configure payroll settings and supporting records.
Staff
Maintain employee information needed for payroll processing.
Account Receivable
Track amounts owed by customers.
Birthday List
Review upcoming customer birthdays.
Calendar
View scheduled sales activities and appointments.
Complementary Sales
Record complimentary goods or services issued to customers for control and reporting.
Customer Contact
Maintain contact persons for customer accounts.
Customer Performance
Review how each customer is performing over time.
Customer Refund
Record refunds issued to customers.
Customer Sales Performance
Review each customer’s sales volume and value.
Customer Statement
View a customer’s transactions and balance.
Customer Statement Summary
View summarised customer balances in one report.
Diagnosis
Record diagnosis details linked to a sale or job.
Ecommerce
Manage supported e-commerce sales activities and related online order information.
Empty Crate
Record empty crates returned by customers.
Import Batch Upload
Upload opening balances for customers or suppliers in bulk.
Job Card
Create and manage job cards for work requested or performed for customers.
List of Customer
View all customers in a single list.
Online Orders
Review and manage customer orders received through supported online channels.
Order Alerts
Send notifications about order status changes.
Order Management
Create, track, and manage customer orders.
Renewal
Manage customer subscription renewals.
Request Point of Sales
Request or set up a point-of-sale terminal.
Sales Book
Review customer invoices in a sales ledger.
Sales By Customer
Review sales totals for each customer.
Sales By Sales Rep
Review sales totals for each sales representative.
Sales Order Report
Review sales orders over a selected period.
Sales Profit Margin
Review profit margins on items sold.
Sales Summary
View summarised sales totals for a selected period.
Service invoice
Invoice services provided to customers and maintain service-charge records.
Customer Management
Maintain customer profiles and contact details for sales, communication, and service.
Customer Quotation
Prepare professional quotations for customers and support the conversion of enquiries into sales.
Invoice
Issue invoices for goods or services sold and track billed amounts and outstanding balances.
Receipt
Record customer payments and maintain payment records linked to customer accounts.
Customer Return Inward
Record goods returned by customers for stock control and return processing.
Waybill
Prepare waybills and dispatch documents for goods delivered to customers.
Point of Sale
Process counter sales, record items sold, and capture payments at the point of sale.
Customer Wallet
Manage customer wallet balances, top-ups, and eligible wallet payments.
Loyalty Program
Award and track loyalty points and manage eligible point redemptions.
Tip
Record tips collected during eligible sales for tracking and reporting.
