Account Management
Add, edit, and view accounts.
Customer Receipt
Record customer payments and their associated accounting details.
Setup
Configure accounting settings and foundational records for financial processing.
Supplier Payment
Record supplier payments and maintain accounts payable payment details.
Adjust Item Open Balance
Correct an item's opening stock balance during setup or inventory reconciliation.
Sales by Item Category
Review sales grouped by item category to compare category performance.
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 Adjustment
Record approved stock corrections for discrepancies, damage, loss, or other adjustments.
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.
Price Adjustment
Record approved item price changes and maintain a history of adjustments.
Item Transfer
Record stock movements between branches or locations for inventory tracking.
Stock Valuation
Review inventory values using available costing and pricing information.
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.
Item Valuation
Review inventory valuation information and the recorded value of items in stock.
Monthly Sales
Review sales totals by month to monitor trends and compare performance.
Yearly Closing Balance
Review year-end closing balance information for the accounting process.
Supplier Category
Create and manage supplier groupings.
Supplier Invoice
Record supplier invoices and purchase-billing details for accounts payable.
Supplier Management
Maintain supplier profiles and contact details for purchasing administration.
Supplier Payment
Record supplier payments and track settlement of supplier balances.
Supplier's List
Review available supplier reports covering transactions, purchases, payments, and balances.
Account Receivable
Track amounts owed by customers.
Customer Contact
Maintain contact persons for customer accounts.
Import Batch Upload
Upload opening balances for customers or suppliers in bulk.
List of Customer
View all customers in a single list.
Order Management
Create, track, and manage customer orders.
Sales Book
Review customer invoices in a sales ledger.
Sales By Customer
Review sales totals for each customer.
Customer Management
Maintain customer profiles and contact details for sales, communication, and service.
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.
Point of Sale
Process counter sales, record items sold, and capture payments at the point of sale.
Birthday List
Review upcoming customer birthdays.
