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Module Guide: Letter Template Module Location Settings > Document Settings > Letter Template Module Purpose The Letter Template module serves as a central hub for creating and managing templates for letters and emails that the system will use for automated...

Module Guide: Close Open Document Module Location Settings > Document Settings > Close Open Document Module Purpose The Close Open Document module serves as an administrative tool to manually change the status of documents, specifically to "close" document...

Module Guide: Approval Request Configuration Report Module Location Settings > Document Settings > Approval Request Configuration Report Module Purpose This module serves as a reporting tool to display the complete approval matrix for all workflows within ...

Module Guide: Check Pattern Module Location Settings > Document Settings > Check Pattern Module Purpose The Check Pattern module is used to register and manage the serial number ranges of the company's physical checkbooks or giro slips. By registering the ...

Module Guide: Tax Code Module Location Settings > Tax > Tax Code Module Purpose The Tax Code module serves as a master data hub for defining all tax types applicable to the company's transactions. Here, users can create, manage, and configure various tax c...

Module Guide: Tax Conversion Module Location Settings > Tax > Tax Conversion Module Purpose The Tax Conversion (or Tax Modifier) module is used to manage the specific foreign currency exchange rates used for tax calculation purposes (Tax Exchange Rate). Th...

Module Guide: Account Link Module Location Settings > Accounting Settings > Account Link Module Purpose The Account Link module is the "heart" of the accounting integration within the system. Its function is to map or connect every type of business transac...

Module Guide: Account Link Template Module Location Settings > Accounting Settings > Account Link Template Module Purpose The Account Link Template module provides a facility to create, save, and manage various sets or templates of Account Link configurati...

Module Guide: Account Link Box Module Location Settings > Accounting Settings > Account Link Box Module Purpose The Account Link Box module is an advanced utility designed for performing mass updates on account mappings for specific master data groups, suc...

Module Guide: Close Module Module Location Settings > Accounting Settings > Closing > Close Module Module Purpose The Close Module module is a crucial accounting control tool used to "lock" or "unlock" transaction sub-modules for a specific accounting peri...

Module Guide: Close Period Module Location Settings > Accounting Settings > Closing > Close Period Module Purpose The Close Period module is a tool for performing the monthly closing process. Unlike "Close Module," which locks entire transaction types, thi...

Module Guide: Close Year and Start New Year Module Location Settings > Accounting Settings > Closing > Close Year and Start New Year Module Purpose The Close Year and Start New Year module is the final and most crucial step in the accounting cycle. Its fun...

Module Guide: Account Link Alias Module Location Settings > Accounting Settings > Account Link Alias Module Purpose The Account Link Alias module serves as a master data hub for creating highly specific and reusable accounting mappings. This feature allows...

Module Guide: Accounting Period Module Location Settings > Accounting Settings > Accounting Period Module Purpose The Accounting Period module serves as the system's master data and fiscal calendar. It displays a list of all accounting periods (usually mon...

Module Guide: Consolidation Worksheet Module Location Settings > Accounting Settings > Consolidation Worksheet Module Purpose The Consolidation Worksheet module is an advanced accounting tool used to combine the financial statements of several separate com...

Module Guide: Account Template Module Location Settings > Accounting Settings > Account Pairing > Account Template Module Purpose The Account Template module serves as a facility for creating and managing a Chart of Accounts (CoA) in a template format. Thi...

Module Guide: Account Pairing Module Location Settings > Accounting Settings > Account Pairing Module Purpose The Account Pairing module is used to define a reciprocal mapping between accounts, especially for those used in intercompany or inter-branch tran...

Module Guide: COA Group Allocation Module Location Settings > Accounting Settings > COA Group Allocation Module Purpose The COA Group Allocation module is a configuration page used to assign or manage which Chart of Accounts (CoA) will be used by each comp...

Module Guide: Conditions Module Location Settings > Accounting Settings > Conditions Module Purpose The Conditions module serves as a central settings hub for establishing the standard terms and conditions that apply to all sales (customer) and purchase (s...

Module Guide: Transportation Settings Module Location Settings > Shipping > Transportation Settings Module Purpose The Transportation Settings module serves as a master data hub for registering and managing all personnel involved in the shipping process, w...