Implementation Steps

Last modified: 20 October 2024

List Up EMP Configurations

1. Set Up Company

1. Organization Applet

   • Create Company → Create Branch → Create Location → Branch cannot be created without creating a company beforehand → Branches within a company cannot be linked with another company → Each location can be linked to different branches within a company

2. Chart of Account Applet

   • Company Listing in Chart of Account applet are the companies that are created in Organization Applet

   • Users would not be able to create a company in Chart of Account Applet

   • Chart of Account Applet is used for accounting related purposes: Ledgers, Fiscal Year etc.

3. Changes in Organization Applet will automatically be shown in Chart of Account Applet as well

2. Cashbook Configuration

1. Cashbook Applet

   • Create a cashbook → Cashbook can be created for different branches → Selected member can be added into a certain cashbook to keep the details confidential by going to Member tab → Insert the member’s emails →Trigger and Limit : Alert users when the amount of money is running low or is too high

2. Bank Reconciliation Applet

   • Upload bank statement

   • Run auto-matching

3. Location Configuration

4. Branch Configuration

5. GST Configuration

6. Tax Configuration Applet

7. Configuring tax according to different countries’ rate

8. Creating users and passwords

1. Sales Order Applet - go to Settings

   • Go to Permission Wizard, Permission Set, User Permission, Team Permission, Role Permission - assign respective tasks to each employee

2. Employee Applet

   • Add virtual employees

9. Adding Chart of Account

1. Go to Organization Applet

   • Select Chart of Account for selected company

   • One Chart of Account can be linked to multiple companies → Chart of Account will display by companies if one Chart of Account is used for multiple companies

10. Configure Inventory Category

11. Setting Up Financial Year and Financial Period

1. Go to Chart of Account Applet

   • Go to Fiscal Year → Choose Company and Name → Select the Start Date and End Date

   • Fiscal Period will automatically appear after creating Fiscal Year

12. Configure Permissions

1. Every Applet has different permissions settings

13. Card Payment Configurations

14. Recommended EMP Configurations

15. Logo Configuration

16. Printable Configuration

Set of Books

1. Every company has a primary ledger

2. Secondary ledger is optional

3. Each branch is considered as primary ledger

4. two branches are combined to create a consolidated ledger, it is a secondary ledger

   • Set of Book 1 = Branch 1 only (Primary Ledger)

   • Set of Book 2 = Branch 2 only (Primary Ledger)

   • Set of Book 3 = Branch 1 and Branch 2 (Branch 1 Primary Ledger, Branch 2 Primary Ledger, and Branch 1 and 2 Consolidated/ Secondary Ledger)