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Accounting
Account
A ledger account used to record financial transactions for tracking assets, liabilities, income, and expenses.
Cost Center Allocation
A method for distributing expenses or income across multiple cost centers for accurate financial reporting.
Coupon Code
A promotional tool for offering discounts or special pricing to customers during campaigns or product launches.
Cost Center
A tracking unit for monitoring income and expenses for specific departments, projects, or business units.
Bank
A record of financial institutions where your company holds accounts for tracking banking relationships.
Bank Account
A record for managing company bank accounts for transactions, reconciliation, and reporting.
Bank Transaction
A record of fund movements in company bank accounts for tracking payments and reconciliation.
Budget
A financial planning tool for setting and monitoring spending limits across accounts, projects, or cost centers.
Company
A business entity with its own chart of accounts, financial statements, and operational settings.
Fiscal Year
A defined accounting period that sets the timeframe for financial reporting and budgeting activities.
Item Tax Template
A configuration tool that defines tax rates and rules for items for automated calculations.
Journal Entry
An accounting tool for recording financial transactions with automatic balancing of debits and credits.
Mode of Payment
A tool for defining payment methods like cash, bank transfer, or credit card for financial reporting.
Payment Entry
A record for tracking payments received, payments made, or internal fund transfers.
Payment Term
A tool for defining payment conditions and schedules for customers or suppliers.
POS Closing Entry
An end-of-day reconciliation tool for balancing cash, card payments, and sales totals.
POS Opening Entry
A shift-start tool for recording initial cash balances to establish accountability.
POS Profile
A configuration hub for Point of Sale settings including payment methods, users, and pricing.
Pricing Rule
A system for applying automatic discounts or price adjustments based on specific conditions.
Promotional Scheme
A tool for creating special offers, discounts, and pricing rules for specific products or customers.
Purchase Invoice
A document for recording supplier bills that updates accounts payable and inventory values.
Purchase Taxes and Charges Template
A reusable system for automatically applying taxes and charges on purchase transactions.
Sales Invoice
A billing document issued to customers for goods or services that serves as a payment request.
Sales Taxes and Charges Template
A system for automatically applying taxes and charges on sales transactions.
Shipping Rule
A framework for determining shipping charges based on order value, weight, or destination.
Tax Category
A system for determining which tax rules apply based on location, customer, or product.
Tax Rule
A framework that automatically determines which tax template to apply based on conditions.
Assets
Asset
A system to track physical assets throughout their lifecycle, from purchase through depreciation to disposal.
Asset Movement
A tool for tracking asset transfers between locations, employees, departments, or companies.
Location
A system for defining physical places where assets, inventory, and operations are managed.
Buying
Purchase Order
A document sent to suppliers to request products or services with specified terms.
Purchase Receipt
A record that updates inventory when items arrive from suppliers, with quality inspection.
Request for Quotation
A document sent to suppliers asking for pricing and terms for specific items.
Supplier
A vendor profile for storing contact details, payment terms, and transaction history.
Supplier Group
A system for categorizing suppliers to facilitate reporting and procurement analysis.
Supplier Quotation
A price offer from a vendor in response to a request for quotation (RFQ).
CRM
Contract Template
A reusable template for quickly generating standardized contracts with consistent language and terms.
Contract
A document for managing formal agreements with customers, suppliers, or partners including terms and validity periods.
Connect
An integration feature for linking systems and enabling data sharing between companies or branches.
Customer
A record of buyers of your goods or services that centralizes their sales, balances, and interaction data.
Lead
A system for capturing potential customers and tracking their progress through the sales funnel.
Opportunity
A sales tool for tracking potential deals from contact to closure with value forecasting.
HR
Attendance
A feature for tracking employee presence, absences, and work hours for payroll processing and workforce management.
Bulk Salary Structure Assignment
A tool for assigning salary structures to multiple employees at once for consistent payroll setup.
Employee Grade
A classification system for employees that standardizes compensation and benefits based on level or seniority.
Employee Group
A feature for organizing employees into logical teams or project groups for simplified management.
Employee Skill Map
A tool for tracking workforce skills and competencies to support training needs and project assignments.
Holiday List
A calendar of official holidays for attendance tracking, payroll calculations, and leave management.
Interview
A tool for scheduling interviews and tracking feedback and ratings to streamline recruitment.
Job Applicant
A candidate management tool for tracking applications and monitoring applicants during recruitment.
Job Offer
A system for creating and tracking employment offers with salary details and joining dates.
Job Opening
A tool for defining and tracking open positions from posting through the hiring process.
Leave Allocation
A system for assigning and tracking employee leave entitlements and balances.
Leave Application
A feature for requesting time off with approval workflows and balance verification.
Leave Type
A tool for defining leave categories with specific rules for accrual, carry-forward, and approvals.
Shift Assignment
A tool that allocates employees to specific work shifts for defined periods.
Shift Location
A record that defines workplaces where employees are stationed during shifts.
Shift Type
A configuration for defining work shift schedules with start and end times.
Training Result
A record that documents employee performance in training programs with scores and status.
Training Event
A tool for organizing employee learning sessions with attendance tracking and assignments.
Training Feedback
An evaluation system for collecting participant assessments of training events.
Training Program
A curriculum definition for employee skill development with learning objectives.
Employee Checkin
A time-tracking feature for recording employee entry and exit times via manual or automated methods.
Employee
A centralized record of a worker that combines HR, payroll, and personal information in one profile.
Manufacturing
Blanket Order
A tool for managing long-term agreements with multiple releases against a single contract.
Work Order
A production document that details what to manufacture and tracks progress.
Newsletter
Newsletter
An email marketing tool for creating and sending campaigns with engagement tracking.
Others
Branch
A representation of physical locations or offices for organizing operations and employees by location.
Vehicle
A record for vehicles with registration, insurance, and maintenance history.
Work Assignor
A tool that lets managers allocate shifts and tasks to multiple employees.
Payroll
Payroll Entry
A tool that automates salary calculations and generates salary slips for multiple employees.
Salary Slip
A document that provides a breakdown of employee earnings, deductions, and net pay.
Salary Structure
A template that defines the components and formulas for calculating employee compensation.
Projects
Activity Cost
A tool for tracking costs assigned to project activities to monitor budgets and calculate profitability.
Employee Workflow
A system for automating approval processes related to employee actions like leave requests and expense claims.
Milestone
A system for tracking significant events in business processes for automated notifications and analysis.
Project
A tool for planning, organizing, and tracking tasks, resources, timelines, and costs.
Task
A work assignment for tracking activities within projects with assigned users and deadlines.
Quality
Quality Action
A tool for documenting and tracking corrective or preventive actions to address quality issues.
Quality Goal
A system for defining measurable objectives with regular monitoring to drive continuous improvement.
Quality Procedure
A system for documenting standardized processes with ownership and hierarchical organization.
Selling
Product Bundle
A feature that groups multiple items to be sold together as a single unit.
Quotation
A sales document that provides price offers to customers with items, rates, and terms.
Sales Order
A document that confirms a customer's purchase request with item and delivery details.
Sales Partner
A record for tracking external sales agents or resellers with commission calculation.
Sales Person
A profile for internal sales team members with target setting and performance tracking.
Stock
Asset Category
A classification system for organizing assets with standard depreciation rules and accounting treatments.
Item
A master record for products or services with specifications, pricing, and inventory controls.
Item Group
A classification system for organizing products and services into categories for better management.
Item Price
A system for managing selling and buying prices across currencies, customer groups, and time periods.
Material Request
A requisition tool for initiating material procurement, transfers, or production.
Price List
A feature for managing multiple pricing structures for different customers, suppliers, or regions.
Serial No
A system for tracking items with unique IDs for warranty and lifecycle traceability.
Stock Entry
A tool for recording material transfers, manufacturing, and stock adjustments.
Stock Reconciliation
A tool for correcting inventory discrepancies to match physical stock counts.
Supply Chain Management
Delivery Note
A document for recording goods deliveries that updates inventory and serves as proof of delivery.
Batch
A system for managing groups of items produced together for traceability and quality control.
Department
A representation of functional areas or divisions for organizing employees, tracking costs, and managing approvals.
Delivery Trip
A logistics tool for planning and tracking multiple deliveries with optimized routes and vehicle assignments.
Support
Issue
A support management tool for tracking and resolving tickets or complaints with SLA monitoring.
Maintenance Schedule
A planning tool for scheduling preventive maintenance activities with automated visit tracking.
Maintenance Visit
A tool for recording maintenance activities and feedback during service visits.
Service Level Agreement
A framework for defining and tracking response and resolution deadlines for support.
Warranty Claim
A record for tracking product complaints and warranty service requests.
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