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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...

Module Guide: Consolidated Document Report Module Location Settings > Accounting Settings > Consolidated Document Report Module Purpose The Consolidated Document Report module serves as a reporting tool that can combine and display a list of document trans...

Module Guide: Currency Modifier Module Location Settings > Accounting Settings > Currency Modifier Module Purpose The Currency Modifier module is used to manage and record the history of currency exchange rates used for the company's internal accounting pu...

Module Guide: Verification Settings Module Location Settings > Accounting Settings > Verification Settings Module Purpose The Verification Settings module acts as a control panel for determining which transaction types must go through an additional verific...

Module Guide: Verification Approval Location Settings > Accounting Settings > Verification Approval Module Purpose The Verification Approval module is a matrix used to designate who has the authority to grant approval (verification) for each transaction ty...

Module Guide: Payment Rules Module Location Settings > Accounting Settings > Payment Rules Module Purpose The Payment Rules module serves as a master data hub for creating and managing all types of payment terms used by the company. These rules (such as "3...

Module Guide: Extra Costs Module Location Settings > Accounting Settings > Extra Costs Module Purpose The Extra Costs module is used to define the master data for various types of additional costs that may arise in purchase or sales transactions, such as s...

Module Guide: Financial Ratios Module Location Settings > Accounting Settings > Financial Ratios Module Purpose The Financial Ratios module serves as a fundamental mapping tool that links the key components of financial ratio formulas (such as "Current Ass...

Module Guide: Account Link Authorization Module Location Settings > Accounting Settings > Account Link Authorization Module Purpose The Account Link Authorization module is a crucial security and access control feature. Its function is to grant or restrict...

Module Guide: Budget Version Module Location Settings > Budget Settings > Budget Version Module Purpose The Budget Version module serves as a master data hub for creating and managing various versions of the company's budget sets. This feature enables vers...

Module Guide: Budget Matrix Module Location Settings > Budget Settings > Budget Matrix Module Purpose The Budget Matrix module is used to define the basic structure or framework of a budget set. This module determines the primary dimension that will be use...

Module Guide: Budget Period Module Location Settings > Budget Settings > Budget Period Module Purpose The Budget Period module is used to define and manage the specific calendar or schedule of a budget set. After a budget "Version" and "Matrix" have been c...

Module Guide: Budget Module Module Location Settings > Budget Settings > Budget Module Module Purpose The Budget Module serves as the "entry point" or main menu for accessing and beginning work on a previously defined budget set. After a budget version, ma...

Module Guide: Global Budget Settings Module Location Settings > Budget Settings > Global Budget Settings Module Purpose The Global Budget Settings module acts as the master switch to activate the budget control mechanism throughout the system. Specifically...

Module Guide: Organization Level Module Location Settings > Organization Structure > Organization Level Module Purpose The Organization Level module serves as a central master data hub for creating, viewing, and managing the company's hierarchical organiza...