Tag Group is a feature that allows you to add additional hierarchy with the help of tags in a way that can be easily used for searching and grouping records. Creating of Tag Group Editing of Tag Group Deleting of Tag Group STEP 1: Go to Masters ⇒ Accounts ⇒ Tag Group ⇒ Create. STEP 2: […]
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Upload Via Dropbox And Creating Documents Manually A. To Configure Document Management G. To Create Digital File B. Drop Box Integration with RealBooks H. To View Or Edit Digital File Which Was Created C. To Upload Data To […]
Configure the Approval Workflow Creating of Approval Workflow Editing of Approval Workflow STEP 1: Go to Settings ⇒ Configuration option. STEP 2: Enable the option of “Enable Ledger Approval” and click on “Activate/Deactivate Feature” STEP 1: Go to Masters ⇒ Accounts ⇒ Approval Workflow ⇒ Create STEP 2: Fill in the details to create the approval matrix as per […]
STEP 1: Go to Transactions ⇒ Accounts ⇒ Inter Branch Transfer
The amount of money in a company’s account that is brought forward at the start of an accounting period. STEP 1: Go to Transactions ⇒ Accounts ⇒ Opening Balance STEP 2: Select the ledger name and click on search. STEP 3: Fill in the opening balance and click on tab or the icon shown in […]
STEP 1: Go to Transactions ⇒ Accounts ⇒ Document Management
Vouchers or an accounting transaction is a business event having a monetary impact on the financial statements of a business. It is recorded in the accounting records of the business. Examples of accounting transactions are: Sale in cash to a customer. Sale on credit to a customer. Creating of Voucher Listing and Viewing of Voucher […]