An interactive guide that explains the main pages, when to use each one, and what outcome to expect after every operation.
Guide map
An interactive example showing how users decide what appears in view and print: logo, branch, tax, item table density, and document header alignment.
Header alignment
Document preview
Sales invoice
Customer: Example Co.
Branch: Ramallah
VAT: 16%
In the real system, each document type can have its own columns, view-only or print-only fields, header, signature, and spacing rules.
Invoices, journals, vouchers, returns, notes, notifications, and the operations that record daily financial activity.
What is it for?
Gives a quick view of sales, purchases, accounts, cheques, stock, and transaction statistics.
When to use it
Start here every day before moving into detailed pages.
Expected result
A quick decision about whether to review sales, accounts, inventory, or cheques first.
What is it for?
Lists all financial operations with filters for type, date, branch, source, and status.
When to use it
When searching for a previous invoice, voucher, journal, note, or cheque operation.
Expected result
Open the operation view, print it, edit it, or delete it depending on permissions.
What is it for?
Records manual debtor and creditor movements with currency, exchange rate, and reference.
When to use it
For movements that are not invoices or standard vouchers, such as special adjustments.
Expected result
A balanced journal that appears in statements and financial reports.
What is it for?
Records money received from or paid to customers, suppliers, employees, banks, or other accounts.
When to use it
When cash, bank, card, or cheque payment happens outside or after an invoice.
Expected result
Updated account, cash, bank, and cheque balances.
What is it for?
Records goods or services with tax, discount, currency, storage, branch, and optional automatic voucher.
When to use it
When selling to a customer or buying from a supplier.
Expected result
A full financial and inventory operation visible in reports, statements, and item movement.
What is it for?
Handles returned goods, price changes, and corrections after the original invoice.
When to use it
When part of an invoice changes without deleting the original operation.
Expected result
A clean reverse or adjustment operation linked to the original invoice.
Manage customers, suppliers, employees, banks, cash funds, account statements, and the full cheque lifecycle.
What is it for?
Shows accounts by type, balance, search text, currency, and account number.
When to use it
To find a customer, supplier, bank, or system account quickly.
Expected result
Open metadata, statement, transactions, or account details.
What is it for?
Creates accounts with multilingual names, currency, phone, address, and account type.
When to use it
Before invoicing or paying a new customer, supplier, employee, or shareholder.
Expected result
A usable account for operations and reports.
What is it for?
Creates bank account group: checking, saving, collection cheques, and outstanding cheques.
When to use it
When adding a real bank to cash and cheque workflows.
Expected result
Structured bank accounts that prevent wrong cheque usage.
What is it for?
Shows debtor and creditor rows, date, reference, balance, and totals.
When to use it
For customer, supplier, bank, or internal account reconciliation.
Expected result
A printable statement with debtor and creditor totals.
What is it for?
Tracks cheques by amount, bank, holder, status, and date.
When to use it
When you need to know where a cheque currently is.
Expected result
A cheque statement showing every movement in order.
What is it for?
Deposits outstanding cheques, collects collection cheques, moves cheques, or records failed deposit.
When to use it
Whenever a cheque moves to a new lifecycle state.
Expected result
A separate financial operation that updates account balances and cheque history.
Define goods, services, units, storages, batches, write-offs, transfers, and item movement by date.
What is it for?
Lists goods and services with item number, name, price, quantity, and status.
When to use it
To search for an item or open its metadata page.
Expected result
Fast access to details, update, delete, or transaction history.
What is it for?
Defines item name, type, selling and purchase price, default unit, barcode, and image.
When to use it
When adding a new product or service.
Expected result
An item ready for invoices, inventory, and POS.
What is it for?
Defines base and larger units such as piece, box, bag, or package.
When to use it
When the same item is bought or sold in more than one unit.
Expected result
Correct conversion to base quantity and prevention of invalid partial base units.
What is it for?
Defines storage locations and shows quantities inside each storage.
When to use it
Before entering stock or when operating more than one location.
Expected result
Clear stock distribution by storage.
What is it for?
Adds opening batches, transfers between storages, or writes off damaged quantity.
When to use it
For inventory movements not caused by sales or purchase invoices.
Expected result
Documented stock movement visible in item and storage history.
What is it for?
Shows every operation that changed item quantity by date, batch, and storage.
When to use it
When asking why the quantity became what it is.
Expected result
A running balance after each movement.
Sales orders, purchase orders, conversion to shipment or invoice, and shipment invoice links.
What is it for?
Records an agreement before it becomes a shipment or invoice.
When to use it
When the customer or supplier confirms an order before execution.
Expected result
An order that can be converted later while preserving account, items, and quantities.
What is it for?
Creates an invoice from an order without re-entering items or changing the account.
When to use it
When the order is financially approved directly.
Expected result
An invoice linked to the order.
What is it for?
Creates a delivery or receiving movement from the order.
When to use it
When goods are delivered or received before invoicing.
Expected result
A shipment that can later become an invoice.
What is it for?
Shows shipment type, account, branch, items, quantities, and storages.
When to use it
To confirm delivery or receiving before invoicing.
Expected result
A printable shipment document and conversion action.
Income statement, trial balance, account statement, inventory valuation, item movement, and sales/purchase reports.
What is it for?
Shows revenue, purchases, expenses, discounts, and net profit for a period.
When to use it
When reviewing daily, monthly, or yearly profitability.
Expected result
A financial picture without opening every invoice.
What is it for?
Shows debtor and creditor account balances to verify accounting balance.
When to use it
Before closing a period or reviewing books.
Expected result
A table of accounts and balances.
What is it for?
Shows stock value by quantity and cost at a selected date.
When to use it
When checking remaining goods value or preparing statements.
Expected result
Inventory value used for cost of goods and profitability review.
What is it for?
Shows current or historical stock quantity and item movement with running balance.
When to use it
When investigating stock differences or item history.
Expected result
A dated movement trail ordered by operation identity.
What is it for?
Summarizes sales and purchases without mixing tax and discounts unclearly.
When to use it
For operational review by date and branch.
Expected result
Numbers that help daily decisions.
Branches, exchange rates, print customization, tax settlement, permissions, and user activity.
What is it for?
Identifies where the operation was made inside the workspace.
When to use it
Before operating from more than one physical branch.
Expected result
Each operation shows its branch without separating accounts or cheques.
What is it for?
Stores company exchange rates for automatic use in invoices and vouchers.
When to use it
When dealing with currencies different from workspace currency.
Expected result
Faster entry and fewer exchange-rate mistakes.
What is it for?
Controls company header, columns, text, signatures, and document layout.
When to use it
To match invoices and vouchers with company style.
Expected result
Documents that print closer to company needs.
What is it for?
Calculates output and input tax using the workspace country rules and records a tax operation.
When to use it
At the end of a tax period before payment or receivable settlement.
Expected result
A tax transaction that prevents recalculating already settled values.
What is it for?
Shows who created, updated, or deleted important data with useful device and request details.
When to use it
When auditing or investigating an unexpected change.
Expected result
A clear admin trail inside the company.