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Setting Up

How do I setup my GST information?

To enter your organization’s GST information, go to Settings > GST to enable your GST settings.

Can I add more than 1 organization to my account?

Yes, we allow multiple organizations to be tagged to 1 account. Tap on your organization name (at the header) from the home page to add a new business.

How do I adjust my Financial Year settings?

Go to Settings > Company Settings and you can adjust your Financial Year Start Date, End Date.

Can I invite others to my organization?

You will see the “Invite Team Members” button after tapping on your organization name (at the header) from the home page.

Fill in their name, mobile number and select their role. Thereafter, we will SMS the invitation link to them.

Purchases Related

What should I do if my receipt is too long?

You may switch the camera mode from Single to Combine so that you can capture multiple sections of a single receipt.

How do I scan my receipt to record my expense?

To record an expense, you may tap on the camera floating button if you wish to scan your receipt. Otherwise, tap on the “+” floating button, and select “Expense”.

If the expense is due at a later date, you may change the option from “Paid” to “Unpaid”. Fill in the required details and tap on “Save”.

The saved expense will be visible in the Purchases module as well as home page.

Why are there Paid and Unpaid options when recording expense?

Expense is considered as Paid by default, but you may select the Unpaid option if you have an outstanding expense due at a later date.

How do I record an expense to be reimbursed?

When recording a reimbursable expense, kindly select “Personal Money (Reimbursable)” in the “Paid Using” field. Thereafter, select the employee who paid the expense.

What does the Category in expense mean?

Category refers to general groupings that can be used to classify your expenses for tracking purposes.

What is the “Split Expense” for?

If you have a receipt comprising of expenses incurred from more than 1 category, you may use the Split Expense feature to split the expense into different category.

What do the “Reimburse Now” and “Reimburse Later” options mean?

If you have already reimbursed the employee who paid for the expense, you may tap on “Reimburse Now” and indicate the mode of payment as well as the bank account that the payment was made from.

On the other hand, if you wish to add the reimbursement to the employee’s payslip, you may tap on “Reimburse Later”.

Which GST Rate should I choose?

If your organization is GST registered, 7% SR will be the default selection. However, you may also select other GST Rates if deemed suitable.

• 0% ZR if the goods supplied will be exported or have been exported

• 0% ES for financial services, digital payment tokens, residential properties and IPM.

• 0% OS for third country sales, sales of overseas goods made within FTZ and Zero GST Warehouses and private transactions.

How do I record a Purchase Order?

To record a purchase order, tap on “+” floating button, and select “Purchase Order”. Fill in the required details such as supplier name, delivery date, address, items and tap on “Save”.

The saved Purchase Order will be visible in the Purchases module as well as home page.

What do the Purchase Order status: Open, Billed, Closed mean?

After creating your Purchase Order, it will be in the Open state until it has been converted or tagged to a bill, at which the status will change to Billed.

Once the payment for the linked bill is made, the Purchase Order status will change to Closed.

What operation should I perform after my supplier has fulfilled the Bill?

In order to record an increase in inventory, you may tap on “Mark As Delivered” which is found on the top right command window of your saved Bill detail page.

Can I edit my Purchase Order/Bill/Money-Out after saving?

Yes, you may do so by tapping on “Edit” which is found on the top right command window of your saved transaction detail page.

How do I record a Bill?

To record a Bill, you may tap on the camera floating button if you wish to scan your bill. Otherwise, tap on the “+” floating button, and select “Bill”.

Fill in the required details such as supplier name, due date, purchase order number (if any), items and tap on “Save”.

The saved bill will be visible in the Purchases module as well as home page. Note: You may also convert your Purchase Order into Bill from your PO detail page.

How do I record the payment made for Bill/Unpaid Expense?

You may tap on “Make Payment” in the Bill / Unpaid Expense detail page to record the payment details.

Alternatively, if you would like to record payment for a batch of bills from a particular supplier, you may go to Purchases module and tap on the “+” floating button and select “Make Payment”.

How do I record payment made for other purposes (not related to Bill / Expense)?

You may record outgoing payment via “Money-Out”, which can be accessed from the “+” floating button. Alternatively, you may access the form via Cash & Bank module.

Fill in the required details such as transaction purpose, payee, bank account and tap on “Save.

The saved money-out will be visible in the Cash & Bank module as well as home page.

How do I record Debit Note?

Go to Debit Note tab in the Credit & Debit Note module and tap on the “+” floating button. Fill in the required details such as bill number, recipient, amount and tap on “Save”.

The saved Debit Note will be visible in the Credit & Debit Note module as well as home page.

What should I do when I receive refund for the debit note issued?

You may tap on “Receive Refund” in the Debit Note detail page to record the payment details in the new Money-In form launched.

Can I have a quick view of all my unpaid bills?

You may access the Purchases module, under the Summary tab, you will see the total Unpaid Bill amount. Tap it and you will see the full list of unpaid bills.

Can I have a quick view of all my overdue bills?

You may access the Purchases module, under the Summary tab, you will see the total Overdue Bill amount. Tap it and you will see the full list of overdue bills.

Can I have a quick view of all my open purchase orders?

You may access the Purchases module, under the Summary tab, you will see the total Open PO amount. Tap it and you will see the full list of open purchase orders.

How do I record an Expense?

To record an expense, you may tap on the camera floating button if you wish to scan your receipt. Otherwise, tap on the “+” floating button, and select “Expense”.

If the expense is due at a later date, you may change the option from “Paid” to “Unpaid”. Fill in the required details and tap on “Save”.

The saved expense will be visible in the Purchases module as well as home page.

Sales

How do I record a Quotation?

To record a quotation, tap on the “+” floating button, and select “Quotation”. Fill in the required details such as client name, items and tap on “Save”.

The saved Quotation will be visible in the Sales module as well as home page.

What do the Quotation status: Open, Accepted, Closed mean?

After creating your Quotation, it will be in the Open state until it has been converted or tagged to an invoice, at which the status will change to Accepted. Once the payment for the linked invoice is made, the Quotation status will change to Closed.

Can I generate a Delivery / Service Order from my quotation?

Yes, you can tap on “Generate Delivery / Service Order” found in the saved quotation detail page.

Can I edit my Quotation/Invoice/Money-In after saving?

Yes, you may do so by tapping on “Edit” which is found on the top right command window of your saved transaction detail page.

How do I record an Invoice?

To record an Invoice, you may tap on the “+” floating and select “Invoice”. Fill in the required details such as client name, payment term, quotation number (if any), items and tap on “Save”.

The saved invoice will be visible in the Sales module as well as home page. Note: You may also convert your Quotation into Invoice from your Quotation detail page.

How do I record the payment received for Invoice?

You may tap on “Receive Payment” in the Invoice detail page to record the payment details.

Alternatively, if you would like to record payment for a batch of invoices from a particular client, you may go to Sales module and tap on the “+” floating button and select “Receive Payment”.

How do I record payment made for other purposes (not related to invoice)?

You may record incoming payment via “Money-In”, which can be accessed from the “+” floating button.

Alternatively, you may access the form via Cash & Bank module. Fill in the required details such as transaction purpose, payer, bank account and tap on “Save.

The saved money-in will be visible in the Cash & Bank module as well as home page.

How do I record Credit Note?

Go to Credit Note tab in the Credit & Debit Note module and tap on the “+” floating button. Fill in the required details such as invoice number, recipient, amount and tap on “Save”.

The saved Credit Note will be visible in the Credit & Debit Note module as well as home page.

What should I do when I make a refund for the credit note issued?

You may tap on “Make A Refund” in the Credit Note detail page to record the payment details in the new Money-Out form launched.

Can I have a quick view of all my unpaid invoices?

You may access the Sales module, under the Summary tab, you will see the total Unpaid Invoice amount. Tap it and you will see the full list of unpaid invoices.

Can I have a quick view of all my overdue invoices?

You may access the Sales module, under the Summary tab, you will see the total Overdue Invoice amount. Tap it and you will see the full list of overdue invoices.

Can I have a quick view of all my open quotations?

You may access the Sales module, under the Summary tab, you will see the total Open Quotation amount. Tap it and you will see the full list of open quotations.

Products & Services

How do I add new product?

You may access the Products & Services module to add new product. You are required to fill in the Sell and Buy section before you can save the form.

If you wish to keep track of your product quantity, please enable the “Inventory Tracking” option, and enter the initial product quantity (if any).

Tap on “Save” when you are done to save the information.

How do I add new service?

You may access the Products & Services module to add new service. Tap on “Save” when you are done to save the information.

What does “Non-tracked” means?

If you did not enable inventory tracking when adding the product information, it will be classified as “Non-tracked” after saving. Therefore, product quantity information will not be available.

What happens when I deactivate a product/service?

After deactivating, you will not be able to select it for future transactions and any inventory tracking will also be deactivated. It will also be moved to the “Inactive” product/service list.

Can I still activate products that were deactivated?

Yes. In the product list, tap on the “Active” button found below the search bar, to switch to “Inactive” to see the full list of deactivated products. To activate, tap on “Activate” on the top right command window.

How do I adjust inventory for my tracked products?

To do batch adjustment, tap on “Adjust Inventory” on the top right command window in the product list page. Tap on “Adjust” to confirm the inventory adjustment. You can also add additional notes if necessary.

Alternatively, you may do an individual inventory adjustment by tapping on “Adjust Inventory” in the saved product detail page.

Where can I see the inventory history for my tracked products?

Go to the product detail page and scroll to the bottom to see the inventory history. You may also view in Inventory Valuation Details in All Reports module.

Can I edit my product/service details after saving?

Yes, you may do so by tapping on “Edit” which is found on the top right command window of your saved product/service detail page.

What happens if I have set an opening balance for Inventory in Chart of Accounts (in Settings), and also fill in “Initial Product Quantity” during product creation (in Product & Service module)?

If you have already set an opening balance for Inventory (in setting), adding new product with initial quantity may cause the inventory amount to be over-counted.

Business Contacts

How do I add new business contact?

You may access the Business Contact module and tap on the “+” floating button, to add new business contact. Fill in the required details and make sure you indicate whether they are your supplier / client.

What do C and S mean in the business contact list?

C stands for Client and S stands for Supplier. To adjust the setting, tap on your Business Contact, followed by “View Profile” on the top right command window. Tap on “Edit” on the top right command window to make any changes.

What is the difference between business contact and contact person?

Business contact refers to the organization that you have transactions (sales or purchases) with. Contact person refers to the representatives from the business contact.

How do I check my transactions with a particular business contact?

You may access the Business Contact module and tap on the business contact. You should see the Transactions tab.

How do I generate a Statement of Account for my clients?

You may access the Business Contact module and select your client’s name. Tap on “Generate SOA” on the top right command window and enter the payment instructions and/or additional notes. Tap “Next” and the Statement of Account will be generated.

Cash & Bank

How do I add new bank account?

You may access the Cash & Bank module and tap on “Add Bank Account”. Fill in the required details such as bank name, account number, currency, opening balance, as at date and tap on “Add”.

How do I edit/delete my bank account details?

In the Cash & Bank main page, select your bank account. Tap on “Edit” or “Delete” in the top right command window.

However, do note that you are not able to edit or delete your bank account if you have transactions under this account.

How do I view a particular bank account information?

You may tap on “All Account” in the page header to switch to the desired bank account. Alternatively, you may tap on the bank balance of the desired bank account in the Cash & Bank main page.

What does “As At” mean?

It refers to your new bank account opening date. For existing bank account, it refers to the first day of your current financial year.

How do I record an Account Transfer?

You may access the Cash & Bank module, tap on the “+” floating button and tap “Account Transfer”.

Fill in the required details such as amount, from which account, to which account and tap on “Save”.

The saved Account Transfer will be visible in the Cash & Bank module as well as home page.

HR & Payroll

How do I add a new employee record?

You may access the HR & Payroll module and tap on the “+” floating button to launch the New Employee form. Fill in the required details and tap “Save”. The saved employee record will be visible in the employee list.

What does the number beside each employee record mean?

It refers to the number of actions required (pending leave requests / expense claims) for the employee.

What should I do if I want to remove the record of a resigned employee?

You may tap on “Mark As Resigned” on the top right command window of the Employee tab page.

Can I still view the records of resigned employees?

Yes. Tap on the “Existing” button in the Employee tab page to switch to “Left’ to view resigned employees.

Where can I indicate to opt out of SHG contribution for my employee?

In the New Employee form, tap on the “Self-Help Group Contribution” field under the Employment tab. Choose “Opted Out” and tap “Done”.

How do I enter a custom amount for my employee’s SHG contribution?

In the New Employee form, tap on the “Self-Help Group Contribution” field under the Employment tab. Choose “Custom Amount” and enter the desired amount.

Can I edit my employee information after saving?

Yes. Tap on “Edit” on the top right command window of the saved employee detail page.

How do I generate payslips?

You may access the HR & Payroll module and navigate to the Payroll tab. Tap on the “+” floating button to start generating your payslips.

Select the employee(s) followed by the salary period. You may edit the Total Working Days or see their leave details for the selected period.

Tap on “Done” and your payslips will be generated.

Why can’t I select some of my employees when generating payslips?

To ensure that the payslip amount generated is accurate, you are required to fill in certain fields in the Employee details form, before you can generate payslip for the employees.

Fields such as Pass Type, Basic Salary, No of Working Days Per Week, Employment Type, SHG Type & Amount, PR Start Date and Foreign Worker Levy must be filled in whenever applicable.

If the compulsory fields are not filled in, you will not be able to generate payslip for the employee.

Can I still edit the payslip details after generating?

You can edit the payslip details if it is still unpaid. Tap on “Edit” on the top right command window of the payslip detail page.

How do I record the payment made for the payslips?

You may record the payment made via the “Record Payment” button in the payslip detail page.

Alternatively, if you wish to record payment for a batch of payslips, tap on “Record Payment” on the top right command window in the Payroll tab page.

Can I delete the payment made for the Payslips?

You can tap on “See Payment” in the payslip detail page to view the payment details. Thereafter, tap on “Delete” on top right command window to delete the payment.

How do I record CPF contribution?

You can go to HR & Payroll module and navigate to the Payroll tab. Tap “Record CPF Contribution” on top right command window.

Some of the fields are pre-populated for you if you have generated payslip in this module. Otherwise, you may enter the amounts manually.

How do I record payment after recording CPF contribution?

After recording CPF contribution, you can tap on “Record Payment” on the top right command window of the CPF contribution details page.

Thereafter, a new Money-Out form will be launched. Fill in the required details such as payment method and bank account, and tap “Save”.

How do I check the leave balance for a particular employee?

You may tap on the “All” button in the Leave tab page and select the employee from the list. The leave balance and leave details will be updated accordingly.

How can I check if the reimbursement is added to my employee’s payslip?

The reimbursement amount will appear in your employee’s payslip in the month (e.g. March) that the expense claim’s “Date” field was filled (e.g. 1 March 2021).

If you have already generated the payslip for March, the amount will be added to the next available payslip month (e.g. April) instead.

What is the difference between “Withdraw” and “Delete” in the Leave tab?

You can only delete pending leave requests (yet to be approved/rejected). For upcoming approved leaves, you can choose to withdraw.

How do I perform leave adjustments?

Tap on “Leave Adjustments” on the top right command window in the Leave tab page. Thereafter, select the employees and the leave type(s) for adjustment.

How do I apply leave?

You may access the HR & Payroll module and navigate to the Leave tab.

Tap on the “+” floating button to launch the New Leave form. Fill in the required details and tap “Save’.

The saved leave detail will be visible in the Leave tab.

How do I view the pending leave requests to approve/reject?

You can navigate to the Leave tab in the HR & Payroll module and view the Pending Leave section.

To approve/reject a batch of leave requests, tap on “Approve” or “Reject” on the top right command window in the Leave tab.

Alternatively, you may go the leave detail page to approve/reject.

Invite Team Members

What is “Invite Team Members” for?

This feature enables you to add other employees from your organization to use the application and access the organization’s information.

How do I invite my employees to join as team members?

Tap on your organization name (at the header) from the home page, followed by “Invite Team Members”.

First, you can choose to add from the employee list if you have already recorded their name and mobile number in the HR & Payroll module.

Alternatively, you can also import from your phone book. Otherwise, you can also add manually by filling in their name and mobile number.

Thereafter, we will send them the invitation via SMS.

What should my employees do after they have downloaded the application?

Do make sure that you have already invited them as team members.

Thereafter, have your employee to register an account with the mobile number that the invitation was sent to. This will ensure that he/she can accept the pending invitation during the registration flow.

What are the roles: Owner, Accountant, Manager, Staff for?

The roles will determine the level of access each team member have on the application. For detailed breakdown of the access rights, go to Invite Team Members page and tap “Manage Role Access”.

Can I remove an existing team member?

Yes. You may change the role to “Disable” to remove the access rights of an existing team member

Can I re-enable his/her access rights after disabling?

Yes. Under the Team Members section, tap on the “Active” button to switch to “Inactive” to view the team members whom you have disabled and select a new role for him/her.

Is there a shortcut to assign the same role to batch of employees?

Yes. In the Invite Team Members page, tap on “Assign Role By Batch” on the top right command window.

Thereafter, select the employees and assign the role to the selected employees.

How do I edit the name of the roles?

In the Invite Team Members page, tap on “Manage Role Access”. Thereafter, select the role and tap on “Edit Permissions” on top right command window.

How do I duplicate role or add new role?

In the Invite Team Members page, tap on “Manage Role Access”. You will see both “Add Role” and “Duplicate Role”.

Enter the role name and set the permissions for the role, or edit the permissions if you are duplicating from existing role.

How do I edit the access rights of a role?

In the Invite Team Members page, tap on “Manage Role Access”. Select the desired role and tap “Edit Permissions” on the top right command window.

All Reports

Is there a share function for the reports generated?

Yes. You may tap on “Open PDF Report” on the top right command window of the respective report.

How do I view a summary of my sales by period?

You may access the All Reports module and select Sales By Period. Thereafter, select a pre-defined period or define your own custom period.

How do I view a summary of my sales by customers/clients?

You may access the All Reports module and select Sales By Customers. You may also select a particular customer/client if you wish to see the invoice details for the selected period.

How do I view a summary of my sales by products/services?

You may access the All Reports module and select Sales By Products/Services. The products/services will be grouped by categories and you will see a total sales amount for each category.

How do I view a summary of my outstanding unpaid invoices?

You may access the All Reports module and select Aged Receivables Summary. You will see each client’s unpaid invoice balances grouped by the duration for which they have been outstanding.

You may select a particular client if you wish to see the invoice details and aging period.

How do I check the total value of the inventory on hand?

You may access the All Reports module and select Inventory Valuation Summary. The inventory will be grouped by categories and you will see the total value for each category.

In addition, you will see a breakdown of the quantity, unit cost and total value of each tracked product.

How do I view a summary of my inventory movement?

You may access the All Reports module and select Inventory Valuation Details. You will see the inventory movement and the change in value for each tracked product.

Is there a GST report that I can refer to before filing my GST F5 Return?

Yes. You may access the All Reports module and select GST F5. The figures have been populated for you based on your GST transactions recorded in our application.

What do the status in GST F5 report: Unsubmitted, Submitted, Paid/Claimed mean?

By default, the status will be Unsubmitted, until you perform the “Mark As Submitted” operation found in the top right command window of the report page.

Once submitted, you may record Money-Out or Money-In depending if Line 18 is net payable or claimable. Thereafter, status will change to Paid/Claimed.

Can I edit the balances in GST F5 report?

Yes. You can tap on “Edit Balance” on the top right command window in the GST F5 report page.

Please note that you will not be able to edit any balances after the GST F5 report is marked as paid/claimed.

What is the GST Details report for?

The GST Details report shows the detailed breakdown of all the GST transactions (both sales and purchases), grouped by GST Rates.

How do I create a General Journal?

You may access the All Reports module to create a journal entry. Go to Journal Entries, and tap on the “+” floating button to launch the New General Journal form.

Select the accounts involved in the transaction and indicate the amount. Ensure that there is no unbalanced amount before tapping “Save’.

The saved general journal will be visible in the Journal Entry report.

How do I perform Bank Reconciliation (Manual)?

1.First, select the bank account you want to reconcile.

2.Next, fill in the required details such as the closing date (end date of the actual bank balance), statement balance (ending balance of the actual bank balance).

3.Tap “Start” to begin the reconciliation

4.Select the book records that you want to reconcile. Ensure that difference is 0.00 before you tap “Reconcile”.

5.Thereafter, check that the Reconciled Deposits, Reconciled Withdrawals figures are correct before tapping “Confirm”.

What should I do if I realized some entries are missing when performing Bank Reconciliation?

If there are missing entries in your book records, tap on the “Add New” button to create a new Money-Out, Money-In or Account Transfer to reconcile the records.

Where do I view my Bank Reconciliation report?

You may access the All Reports module and tap on the “View Report” tab. Select the bank account followed the closing date of the reconciliation report you wish to view.

Can I undo/reverse a past bank reconciliation?

Yes. However, you can only undo the most recent reconciliation.

Access your most recent reconciliation report and tap on “Undo Reconciliation” on the top right command window in your report page.

If you need to undo an earlier reconciliation, repeat the undo operation until you reach the desired reconciliation.

How do I create a new fixed asset?

You should first create a new expense to record the purchase of this fixed asset. In the Category field, select the suitable fixed asset category.

You will then be prompted to record the details of this fixed asset during your new expense creation.

Fill in the required details such as Asset Name, Book Value After Depreciation and tap on “Save”.

Do note that you will need to complete the New Fixed Asset form before you can save the expense form.

The saved fixed asset will be visible in the Fixed Asset Listing report page.

What should I do after I sell my fixed asset?

Please record a new Money-In and select “Sale of Fixed Assets” as the Transaction Purpose. After saving, you will need to complete the Sale of Fixed Assets form.

To view your sold assets, tap on “History” on the top right command window of the Fixed Asset Listing report page.

Alternatively, you may access the Fixed Asset detail page and tap on “Mark As Sold” on the top right command window.

Fill in the Sales Date and Sales Price and tap “Save”.

What should I do after I dispose my fixed asset?

You may access the Fixed Asset detail page and tap on “Mark As Disposed” on the top right command window.

Fill in the Disposal Date and tap “Save”.

To view your disposed assets, tap on “History” on the top right command window of the Fixed Asset Listing report page.

How do I view a summary of my monthly payroll?

You may access the All Reports module and select Payroll Monthly Summary.

How do I view a summary of my purchases by period?

You may access the All Reports module and select Purchases By Period. Thereafter, select a pre-defined period or define your own custom period.

How do I view a summary of my purchases by suppliers?

You may access the All Reports module and select Purchases By Suppliers. You may also select a particular supplier if you wish to see the bill details for the selected period.

How do I view a summary of my purchases by products/services?

You may access the All Reports module and select Purchases By Products/Services. The products/services will be grouped by categories and you will see a total purchases amount for each category.

How do I view a summary of my outstanding unpaid bills?

You may access the All Reports module and select Aged Payables Summary. You will see each supplier’s unpaid bill balances grouped by the duration for which they have been outstanding.

You may select a particular supplier if you wish to see the bill details and aging period.

Settings / Accounting Related

How do I reset my password?

You can reset your password by tapping “Forgot Password” in the login screen. You will be able to reset your password after entering the OTP sent to your registered phone number.

Can you send me notification when I have an overdue transaction?

Certainly! Push notifications for Overdue Invoice and Bill, as well as Pending Leave Requests and Expense claims will be sent to you automatically.

If you would like to adjust the alert settings, go to Settings > Company Settings to customize.

Can you send me notification when I have a pending leave request/claim?

Certainly! Push notifications for Overdue Invoice and Bill, as well as Pending Leave Requests and Expense claims will be sent to you automatically.

If you would like to adjust the alert settings, go to Settings > Company Settings to customize.

How do I add a sub-account to the Chart of Accounts?

You may go to Settings > Chart of Accounts and tap on the “+” floating button.

Fill in the required details such as Account Name, Parent Account. Tap “Save” and the sub-account will be visible in the Chart of Accounts list, listed below its parent account.

Why am I not able to select some accounts as Parent Account when adding sub-account?

Sub-account creation is not allowed for some accounts therefore you are restricted from selecting them when choosing parent account.

How do I link my products/services to the sub-account I am creating?

First, ensure that you have selected the appropriate parent account (Product Sales / Service Revenue).

Thereafter, tap on “Linked Products” / “Linked Services” to select the products/services that you want to link to this sub-account.

How do I set edit/set the opening balance in Chart of Accounts?

You may go to Settings > Chart of Accounts and tap on “Set Opening Balance”. Thereafter, you may edit the balances and ensure that difference is 0.00 before saving.

What should I do if I am not able to identify the cause of the difference amount when setting opening balance in Chart of Accounts?

To force it to balance, you can enter the difference amount into account “3110 Other Equity Items”

As this is a temporary solution to force the total credit and total debit amount to balance, we recommend you to revisit this account again to identify the cause of the difference.

Can I change the template style of the PDF documents?

Yes. You may go to Settings > Company Settings > Template Style to switch between Default, Classic and Modern style.

Can I change the number format of my transactions?

Yes, you may navigate to Settings > Company Settings > Number Format to adjust the format of your transactions number.

The “YY” in some of the transaction number format denotes the corresponding financial year you are recording.

How do I close the financial year after I have finished recording?

You may navigate to Settings > Chart of Accounts, tap on “Close Current FY” on the top right command window.

How do I view past financial year data that I have recorded?

You may navigate to Settings > Company Settings, tap on the “Switch Financial Year” field and choose the desired financial year you want to view.

Others

How do I attach my supporting documents when performing operations?

You can find the “Attach” feature in most of our transaction form, and you may take photo or upload any supporting document from your photo library.

We encourage users to use the “Attach” feature so that you can access the digital copies of your supporting document anytime.