Reports & Settings

Purchase Orders

Creating a New Purchase Order
Searching, Filtering, and Exporting Purchase Orders
Viewing and Downloading a Purchase Order
Editing an Existing Purchase Order
Converting a Purchase Order to a Bill
Marking a Purchase Order as Sent
Adding Attachments to a Purchase Order
Bulk‑Deleting or Bulk‑Exporting Purchase Orders
Configuring Purchase Order Numbering
Managing Purchase Order Notifications

Vendor Management

Deleting a Vendor
Searching and Filtering Vendors
Exporting Vendor List to CSV
Importing Vendors in Bulk
Viewing Vendor Transaction History
Managing Vendor Opening Balances
Sending Payments to Vendors
Generating Vendor Reports
Editing Vendor Information
Adding a New Vendor

Products Management

Adding a New Product (Goods or Service)
Organizing Products with Categories & Sub‑Categories
Setting and Managing Tax Codes on Products
Enabling Client‑Purchase and Downloadable Flags
Tracking Inventory for Goods
Searching, Filtering, and Exporting Your Product List
Editing, Duplicating, and Deleting Products
Bulk‑Importing Products via CSV
Adding and Managing Product Images
Configuring Product Numbering and Units

Vendor Payments

Reconciling Vendor Payments with Bank Statements
Editing or Deleting a Vendor Payment
Configuring Payment Notifications for Vendors
Viewing Payment History on a Vendor’s Profile
Handling Foreign‑Currency Vendor Payments
Bulk‑Entering Multiple Vendor Payments
Handling Overpayments and Refunds
Recording a New Vendor Payment
Viewing and Downloading Past Vendor Payments
Applying Partial Payments to Bills

Inventory Management

Reconciling Inventory with Purchase Orders and Receipts
Configuring Custom Reasons for Inventory Adjustments
Handling Dual Quantity & Value Adjustments
Drafting Inventory Adjustments for Later Review
Viewing Detailed Inventory Adjustment Info
Adding an Inventory Adjustment
Reviewing Inventory History
Uploading Inventory Count Files
Deleting an Inventory Adjustment
Filtering and Exporting Inventory Records

Assets Management

How to Add a New Asset
View Asset Details & History
Edit an Existing Asset Infomations
Lend an Asset to an Employee
Marking an Asset as Returned
Deleting an Asset
Managing Asset Types in Settings
Filter and Export Your Asset Register
Upload and View Asset‑Related Files
Audit Asset Transactions

Purchase Bills

Download and Archive a Bill PDF
Issue a Credit Note on a Bill
Export Your Bills for Accounting Integration
Configure Bill Numbering and Prefixes
Troubleshoot Common Bill Errors
Create a New Purchase Bill
View and Filter Your Bills List
Edit an Existing Purchase Bill
Send a Purchase Bill to Your Vendor by Email
Record a Payment Against a Bill

Vendor Credits

What Is a Vendor Credit?
How to Apply a Vendor Credit to an Outstanding Bill
Viewing Vendor Credit History
Editing an Existing Vendor Credit
Deleting a Vendor Credit
Exporting Vendor Credits
Configuring Vendor Credit Numbering
Understanding Vendor Credit Statuses
Applying Partial Vendor Credits
Frequently Asked Questions about Vendor Credits

Reports & Settings

Audit Purchase Activity with System History
Link Bank Accounts to Purchase Orders
Generate the Vendor Report
Run a Purchase Order Report
View Your Inventory Summary
Check Inventory Valuation Summary
Configure Purchase‑Module Roles & Permissions
Set Up Purchase Notification Emails
Customize Purchase Document Numbering
Manage Asset Types and Settings