Quickstart

• 1.1)Address Book
• 1.2)Samples:
  Quote 1   Quote 2    Quote 3    Proforma Invoice    Delivery Note    Purchase Order    Tax Invoice (Multi Currency)    Tax Invoice    Payment Voucher    Receipt Voucher    Timesheet    Work Completion Report   
• 1.3)Create Quotation
• 1.4)Accounting Groups & Ledgers
• 1.5)Quick Creation of Sales Invoice
• 1.6)Sales Invoices & Receipts
• 1.7)Purchase & Expenses
• 1.8)Sample Balance Sheet
• 1.9)Invoice Draft & Proforma Invoice
• 1.10)Expenses
• 1.11)Tax Report
• 1.12)Multi Currency Invoice
• 1.13) Receipts/Payments Ledger Wise and Bill Wise
• 1.14)Credit Note
• 1.15)Sales & Purchase ( Inventory Mode)
• 1.16)POS - Restaurant
• 1.17)ZATCA Tax Payer Lookup(KSA)
• 1.18)Draft/Performa Invoice
• 1.19)Inventory & Additional Cost of Purchase
• 1.20)Receivables & Payables(Recurring) - Example Shop
• 1.21)Recurring Example - >School Fee
• 1.22)Alternative Inventory Units
• 1.23)Alternative Inventory Units - Example
• 1.24)Stock Transfer / Consumption
• 1.25)Trial Balance , Balance Sheet , Proift & Loss , Statment of Accounts
• 1.26)Receivables/Payables
• 1.27)Partners Current Account,Retained Earnings
• 1.28)Profit Distribution(PDF)
• 1.29)Sales / Purchase Report
• 1.30)Recording Inventory Consumption for Projects
• 1.31)Dynamic BOM (Use case: Maintenance tasks, modular furniture, job orders that vary)
• 1.32)Standard BOM For repeatable products or items

Procurement

• 6.1)Flowchart
• 6.2)Procurement with Approval Workflow

Project Costing

• 7.1)Projects / Job Costing
• 7.2)Project & Locations
• 7.3)Project wise Profit & Loss
• 7.4)Cost Allocation

Payroll

• 8.1)

Security Control

• 2.1)Users & Groups
• 2.2)Reset Password

Group Name	Permissions
admin	Full Control
user	No access to Trial Balance, Balance Sheet, P&L Report
sales	Create Quotation, Create Sales, Create address book entries, view vouchers

ZATCA & Fatoora Platform

• 3.1)ZATCA Phase 2 Onboarding - OTP Generation
• 3.2)ZATCA Roll-out phases
• 3.3)ZATCA B2B Clearance
• 3.4)ZATCA Clearance & Reporting Flowchart
• 3.5)Prepaid Invoices

Verticals

• 4.1)Optical Shop
• 4.2)Calendar & Order Management

Examples

• 5.1)Product-Based Service Provider (Hydraulic hose and accessories along with crimping and fitting services)
• 5.2)Proforma invoice , Multi Currency Invoice, Discount, Retention , Deduction , Zatca Clearance
• 5.3)Produce at main location → send to branches → sell from branches→ track everything centrally(Manufacturing)