User Guide

Configurations

Open the Company side menu.

• Add your Company with all details

Open the Partners side menu.

• Add your Suppliers
• Add your Customers along with their contact information.

Open the Employees side menu.

• Add your Employees along with their contact information.

Example flow

1. Logging In

• Users access the system by entering their credentials on the login screen.

2. Dashboard Overview

• After logging in, users are directed to a personalized dashboard. This view displays key information based on the user’s role.

3. Add Sales Invoices

• Invoice Items - Each item is totaled to generate the invoice amount, including tax if applicable.

4. Add Purchase Invoices

• Users can record purchase invoices received from suppliers, specifying supplier information, items/services purchased, and costs.

5. Invoice Items

• Each item is totaled to calculate the total payable amount, including tax if applicable.

6. Record Customer Payments

• Payments received from customers can be logged and linked to the appropriate sales invoices. Record Supplier Payments
• Payments made to suppliers can be recorded and associated with corresponding purchase invoices.

7. Attach Payments to Invoices

• Each payment, whether incoming or outgoing, can be matched to one or more invoices to ensure accurate financial tracking.