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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...

Module Guide: Company Information Module Location Settings > Organization Structure > Company Information Module Purpose The Company Information module serves as a central dashboard or "control room" for each company entity registered in the system. This m...

Module Guide: Position Module Location Settings > Organization Structure > Position Module Purpose The Position module is used to define every specific position or job title that exists within the company's organizational structure. While the "Organization...

Module Guide: Employee Data Module Location Settings > Organization Structure > Employee Data Module Purpose The Employee Data module is the central database for managing all information related to every employee in the company. This module not only stores...

Module Guide: Ownership Settings Module Location Settings > Organization Structure > Ownership Settings Module Purpose The Ownership Settings module is used to define and record the shareholding structure of a company by another entity. This feature is cru...

Module Guide: Career Path Archive Module Location Settings > Organization Structure > Career Path Archive Module Purpose The Career Path Archive module serves as a complete historical record of every employee's career movement within the company. This modu...

Module Guide: Organizational Structure Template Module Location Settings > Organization Structure > Organizational Structure Template Module Purpose The Organizational Structure Template module is a facility for designing and storing various "blueprints" o...