ERP System UI Prototype

System access

No system access assigned

Use Switch system to select an available workspace, or ask Admin to review your permissions.

BUSINESS OVERVIEW

Your operations, at a glance.

Financial visibility and rental priorities in one workspace.

Loaded ERP records · PHP

Accounts payable

PHP 0.00

Purchase order balances

Accounts receivable

PHP 0.00

Accounting report balance

Sales & rental revenue

PHP 0.00

Across recorded transactions

Current balance

PHP 0.00

Operational estimate

How these figures are calculated

Figures reflect the records currently loaded in ERP, across all recorded dates. Payables use the accounting report balance when available, otherwise open purchase order balances. Receivables use the accounting report balance when available. Sales uses rental revenue when supplied, otherwise delivery and receipt transaction amounts. Current balance is an operational estimate: sales + receivables − payables − recorded expenses, with a minimum of zero. It is not a bank balance or a posted general ledger total.

Total stock

0

Available stock

0

Customers

0

ERP users

0

INVENTORY & RENTALS

Stock availability

—

Available for deploymentNo stock recorded yet

AvailableOn rentOther stock

On rent0Stock quantity deployed

Out of stock0Item records with no availability

OPERATING COSTS

Expense overview

PHP 0.00Recorded expenses · all dates

No expenses recorded

Recorded expenses will appear here by account centre.

DAILY PRIORITIES

Rental follow-up

Based on expected pullout dates

Overdue pullouts

Review outstanding rental items

0

No overdue pullouts.

Upcoming pullouts

Today and the next 7 days

0

No pullouts scheduled in the next 7 days.

Master Data

Master Files

IT

Items

Manage products, materials, services, labor, and assets across business operations.

CU

Customers

Maintain shared customer identities, contact details, and addresses.

SU

Suppliers

Maintain supplier names and contact details used by Purchase Orders.

Inventory control

Beginning balances & stock adjustments

Item	Stock unit	Use	Total	Available	Rented	Action

Posted adjustment history

Saved stock movements, including beginning balances and corrections.

Posted at	Item	Quantity change	Available after	Count reference / reason

Master Data

Items

One item catalogue for products, materials, services, and assets. Choose a business profile when creating an item to start with the relevant defaults.

0 items Show rental details

Item	Unit	Total	Available	Rented	Damaged	Rental Price	Status	Actions
No items yet. Select New Item to create a master record.

Procurement

Purchase Request

PR Date Needed Date Requested By Department Priority Status Purpose Notes

Requested Items

Type	Item / Description	Qty	Unit	Est. Cost	Total	Actions
No request lines yet. Use Add Line to start.

Purchase Request Queue

Approved PRs can be pulled into Purchase Orders to avoid double encoding.

PR No.	Purpose	Needed	Status	Actions
No purchase requests yet.

Procurement

Purchase Orders

Selected Purchase Order

Editing PO

Only the selected purchase order is shown in this workspace.

Approved PR (Optional)

Only approved Purchase Requests can be loaded to a PO.

Supplier

PO Date Purpose Notes Approver Name Approver Email Buyer Protection Notes

Review the PO before saving. Once a PO is paid, it becomes locked and cannot be edited.

Purchase Order Lines

Type	Item / Description	Qty	Unit	Cost	Total
No PO lines yet. Use Add Line to start.

PURCHASE ORDER

PO No.Draft Date Supplier PurposeMixed Purchase

Type	Description	Qty	Unit Cost	Total
No purchase order lines yet.
Total Purchase Amount PHP				-

Buyer Protection Notes

Payment is subject to actual goods received, inspection, and acceptance. Supplier must replace wrong, damaged, incomplete, or defective items at no extra cost.

Prepared By Admin User

Approved By Operations Manager

Supplier Conforme

Saved Purchase Orders for Review

Review draft, pending, rejected, or cancellation-requested POs without mixing approved records into the same list.

Open for edit 0

Locked records 0

Needs action 0

PO No.	Supplier	Date	Total	Approval	Payment	Receiving	Status	Actions
Saved purchase orders will appear here.

Approved Purchase Orders

Approved POs are separated here for receiving, payment, and controlled viewing.

Ready to receive 0

Ready to pay 0

Completed 0

PO No.	Supplier	Date	Total	Approval	Payment	Receiving	Status	Actions
Approved purchase orders will appear here.

Canceled Purchase Orders

Cancelled and cancellation-approved POs are separated from active procurement work.

PO No.	Supplier	Date	Total	Approval	Payment	Receiving	Status	Actions
Canceled purchase orders will appear here.

Receiving

Receiving of Goods

Purchase Order Received Date Received By Receive into · transfer to branches after receiving Receiving Notes

Goods & Services to Accept

Stock-tracked goods update inventory. Services and non-stock items record acceptance only.

Item	Ordered	Received	Remaining	Receive / Accept Now
Select a purchase order to receive goods.

Approved POs Ready to Receive

Select an approved PO with remaining quantities before saving receiving.

PO No.	Supplier	Remaining	Payment	Action
No approved POs are ready to receive.

GRN No.	PO No.	Supplier	Date	Qty	Received By
No goods receipts yet.

Procurement Advance Control

Supplier Advances

Purchase Order Advance Date Advance Type Payment Method Advance Amount Reference No. Advance Notes

Use this only for supplier advances, down payments, deposits, or approved 100% advance exceptions. Final supplier settlement belongs in Accounting > Check Voucher after AP Voucher.

Approved POs Available for Advance

Select an approved PO only when an advance, down payment, or deposit is required before AP Voucher.

PO No.	Supplier	PO / Advances	Receiving	Action
No approved POs are available for advance.

PO No.	Supplier	Date	Type	Amount	Method	Reference
No supplier advances yet.

Client Records

Customers

No customers yet. Use Add Customer to start testing.

Supplier Records

Suppliers

Supplier	Contact Person	Contact Number	Email	Address
No suppliers yet. Use Add Supplier to start.

Document Builder

Delivery Receipt

Customer Name

Company Name Contact Number Delivery Address Contact Person Home / Office Address Delivery Date VAT Duration of Rent Time · Optional for draft Expected Pullout Date · Automatic Security Bond Delivery & pullout fee · Round trip Bond Refund Provision

Receipt Items

Item selection help

Choose an item by its code and name. Its stock unit is filled in automatically. Only stock-tracked items enabled for Rental Management and not blocked for rental can be selected. Other records show their setup requirements. Review these settings in Item Master. Rates follow Duration of Rent and can be adjusted for this receipt.

Qty	Unit	Item	Unit Price	Total	Action
No items added. Choose Add Item to select from Item Master.

DELIVERY RECEIPT No. DR-2026-0001

Company NameDelivery Date Delivery AddressVATExcluded Contact Person / No.Duration Home / Office AddressTime Pullout DateBond Refund

Quantity	Unit	Item	Unit Price	Total Amount
No receipt items yet.
Total Rental				-
Security Bond (Refundable Upon Pull Out of Units)				-
Delivery & Pullout Fee (Round Trip)				-
Total Amount to be Paid PHP				-

Draft Documents

Saved Draft Delivery Receipts

						Action
No saved draft Delivery Receipts yet.

Transaction History

All Transactions


No transactions yet. Confirm a delivery receipt to start tracking.

Stock On Hand As Of

Stock On Hand

As of today

Item	Unit	Total	Available	Rented	Damaged	Lost
No stock movement history yet.

Inventory +/- HistoryStock movements and reference documents


No inventory history yet.

Rental Pullout

Rental Renewals, Pullouts & Bonds

Bond Return Review

Pullouts saved with held or refundable bonds appear here for refund or forfeiture review.

DR No.	Customer	Pullout Report	Bond Amount	Bond Status	Action
No bonds are pending review.

Delivery Receipts Ready for Pullout

Select the Delivery Receipt you are pulling out. Partial pullout is handled inside the report.

DR No.	Customer	Expected Pullout	Items Out	Security Bond	Action
No active delivery receipts ready for pullout.

Rental Management

Delivery & Vehicles

One customer charge for delivery and pullout. Track vehicle trips and their separate costs here.

Rental Management

Expenses

Recent Expenses

Saved operating expenses for rental operations.

Date	Payee	Purpose	Account Centre	Amount
No expenses recorded yet.

Business Intelligence

Reports

Expense Summary

Simple expense report by date and account centre.

Date From Date To Account Centre

Total Expenses PHP 0.00

Date	Payee	Purpose	Account Centre	Amount
No expenses match the selected filters.

Administration

Admin Home

CO

Company Registry

Add companies that may use this ERP in future deployments.

DD

Document Defaults

Keep transaction forms generic while controlling receipt title, VAT default, and rental terms.

ERP

ERP Control Center

Review server-side roles, permissions, branches, warehouses, numbering series, approvals, lifecycle rules, and audit provisions.

US

User Manager

Create users and select their permitted systems, inventory options, and PR/PO approval responsibilities.

CF

Item Custom Fields

Admin-defined item attributes such as color, size, model, brand, or other business-specific fields.

SA

Stock Adjustment

Post beginning balances and controlled stock corrections with audit visibility.

BK

Database Maintenance

Monitor size, table health, slow query status, backup schedule, archive policy, and maintenance logs.

LG

Audit Logs

Review user actions such as opening pages, saving records, and clearing logs.

Company Profile

Manage the company name, address and logo used on operational reports. Changes apply when reports are reopened or reprinted.

Company / Registered Name

Company logo · Optional

Choose a PNG, JPEG or WebP image (up to 5 MB).

Business profileSuggests defaults for new items. Existing items and transactions keep their settings. TIN Branch Code RDO Code Tax Type Registered Address Report Address · Line 1 Report Address · Line 2 Contact Numbers Signatory Name Signatory Title

Registered Companies

0 companies

Code	Company	TIN	Contact	Status	Notes	Action
No companies registered yet.

Administration

ERP Control Center

RL

0Roles

PM

0Permissions

AW

0Approval Workflows

LC

0Lifecycle Rules

Role	Description	Provision
No ERP roles provisioned.

Type	Code	Name	Status
No branches or warehouses provisioned.

Document	Series	Prefix	Next	Reset	Actions
No numbering series provisioned.

Recent Issued Numbers

Document	Number	Status	Issued By	Issued At
No issued numbers yet.

Accounting workflows are editable by Admin. Changes are blocked while a workflow has pending requests, and the first enabled step must cover PHP 0.00.

Workflow	Document	Status	Trigger / Result	Steps	Pending	Action
No approval workflows provisioned.

Document	From	To	Action	Control
No lifecycle rules provisioned.

Control	Provision	Status
No audit controls provisioned.

Administration

User Manager

Give each person the right workspace. Manage module access and approval responsibilities in one place.

PEOPLE & ACCESS

User directory

Assigned systems are shown below. Select Edit to change a user's details or access.

User	Email	Role / Tags	Assigned systems	Status	Actions
No users yet. Add a user to start permission planning.

Financials

Accounting

Connected records

Review original records, then approve and post in Accounting.

How the workflows connect

Quotation → Sales Order → Delivery → Invoice → Payment. Commercial invoices and payments appear in Receivables; delivery cost is reviewed here.

Purchase Request → Purchase Order → Receiving → AP Voucher → Check Voucher. Use the existing Payables screen for supplier invoices and payments. Review goods receipt accruals and supplier advances here first. AP clears the receipt accrual through 2090 and applies only posted, unused advances.

Beginning inventory and adjustments create reviewed cost entries. Rental billing defers rental income, with daily earnings recognized at month end or the end of the term. Refundable bonds stay in a separate liability account.

Search Source Status

Source reference	Posting date	Customer / PO	Status	Accounting reference	Action

CTL

No dataControl Status

100

-Readiness Score

OVD

0Overdue Obligations

DUE

0Due in 7 Days

ALT

0Open Control Alerts

CERT

PendingMonthly Certification

Controller and CFO View

Management Accounting Dashboard

Live controls

Reporting Period

Overdue Open Periods0 Open Month-End Close0 Locked Tax Evidence Types0 / 3 Open BIR Packages0 Open Remediation0 Ready for Independent Review0

Management Priorities

Required Attention

No dashboard assessment loaded.

Priorities are derived from live close, tax, filing, monitoring, remediation, certification, and compliance-calendar records.

Completion Control

No obligation selected

Selected Obligation Work Performed / Result Evidence Reference

Independent Review / Waiver Notes

Compliance Calendar

Deadlines, Owners, Evidence, and Review

Obligation	Category / Period	Due / Frequency	Status	Owner / Escalation	Evidence / Review	Action
No compliance obligation has been scheduled.

Automation Audit Trail

Compliance Notification Delivery History

Obligation	Notification	Recipient	Delivery	Attempted
No compliance notification has been attempted.

Accounting Architecture

Full Accounting System Readiness

Use this as the accounting build map: master data first, then controlled documents, posting, tax compliance, bank controls, closing, and audit.

85% Prototype coverage

MD

EditableCOA / Payee / Tax setup

DOC

DraftAP / AR / CV lifecycle

POST

ActivePosting queue provision

LOCK

OpenFiscal period controls

Editable now

Chart of Accounts

Final account structure, posting accounts, normal balances, tax accounts, AP/AR control accounts, bank accounts, and retained earnings mapping.

Editable now

Payee / Subsidiary Master

Supplier, customer, employee, bank, government, professional, and other payee setup with TIN, VAT/EWT/CWT, terms, bank, and GL defaults.

Editable now

Posting Rules

Templates for AP Voucher, Check Voucher, AR service invoice, receipts, inventory, fixed assets, depreciation, and reversals.

Admin setup

Company, Branch, Series

Multi-company registry, branch codes, document numbering series, approval workflows, and lifecycle rules per company.

Phase 1 active

Fiscal Periods & Closing

Accounting calendar, open/locked periods, month-end close checklist, adjustment period, year-end closing, and retained earnings roll-forward.

Phase 1 active

Posting Execution

Post validated documents to immutable journal entries, prevent edits after posting, and require reversal documents for correction.

Backend required

Cash, Bank & Reconciliation

Bank account master, check release/clearing, deposits, bank charges, stale checks, cancelled checks, and monthly reconciliation.

Partly ready

Philippine Tax Compliance

VAT, EWT, CWT, BIR 2307, input/output VAT reconciliation, MAP/DAT exports, tax report locking, and filing support.

Partly ready

AP / AR Subledgers

Supplier and customer ledgers, aging, applications, advances, credit/debit memos, collections, and reconciliation to GL control accounts.

Partly ready

Fixed Assets

Asset acquisition, capitalization, depreciation run, impairment, transfers, disposal, retirement, and GL posting.

Backend required

Budgets & Cost Centers

Responsibility centers, departments, project/job costing, budget control, variance analysis, and management reporting.

Backend required

Security & Audit

Role-based permission by function, approval gates, maker-checker controls, audit trail, document attachments, and report snapshots.

ALL

0Total Cases

PASS

0Passed

FAIL

0Failed

HOLD

0Blocked

TODO

0Not Tested

Maker-Checker Sign-Off

No run selected

Selected Run

Create a run to load the controlled accounting test cases.

Prepared By-

Final Sign-Off-

Sign-Off / Rejection Notes

Submission requires every case tested and no blockers. Final approval requires all cases passed and an Admin different from the preparer.

OPEN

0Open Defects

RT

0Ready for Retest

OK

0Resolved

CLS

0Closed

Fix, Retest, Close

Defect Remediation

No defect selected

Selected Defect Root Cause Corrective Action Fix / Change Reference Remediation Evidence Independent Retest Notes

Admin Closure Notes

The remediator cannot perform the retest. Only Admin can close a defect after a passed retest.

Corrective Action Register

UAT Defects and Remediation

Defect / Case	Severity / Category	Status	Owner / Target	Root Cause / Corrective Action	Retest / Closure	Action
No UAT defects for the selected run.

Expected vs. Actual

Accounting UAT Test Cases

Case / Area	Scenario / Expected Result	Status	Actual Result	Evidence Reference	Exception / Blocker	Tester / Action
Create or select a UAT run to begin testing.

RDY

0Ready Packs

SUB

0Awaiting Authorization

GO

0Authorized

EXP

0Registered Exports

Production Release Control

UAT Sign-Off Pack

No pack selected

Selected Pack Deployment Version Target Environment Planned Go-Live Rollback Plan Post-Go-Live Validation Hypercare / Support Plan Known Residual Risks Risk Acceptance Notes Authorization / Rejection Notes

Only an approved UAT run with all evidence and defects closed can create a pack. The preparer cannot authorize the same production release.

Release Decision

Go-Live Readiness Gate

Readiness Check	Result	Detail
Save a readiness pack after UAT approval.

Prepared By-

Authorized By-

Source Hash-

Deployment Authorization

Go-Live Pack Register

Pack / UAT Run	Release / Environment	Planned Go-Live	Status	Prepared By	Authorized By	Hash / Exports	Action
No go-live readiness pack yet.

CHK

0Checks Passed

PND

0Checks Pending

INC

0Open Incidents

CUT

No runCutover Status

Command Center

Cutover Lifecycle

Selected Cutover Decision / Rollback Reason

Hypercare End Stabilization Evidence Admin Stabilization Sign-Off

Execution Evidence

Cutover Checklist

Phase / Control	Expected Result	Critical	Status	Actual Result	Evidence	Action
Create or select a cutover run.

Resolution Control

Resolve and Close Incident

Selected Incident Resolution Notes Resolution Evidence

Production Support

Cutover Incident Register

Incident	Severity	Status	Impact	Owner	Rollback	Resolution	Action
No production incidents.

Audit Register

Accounting UAT Runs

Run No.	Name / Environment	Status	Pass	Prepared By	Approved By
No Accounting UAT run has been created.

CTL

No runOverall Status

100

-Control Score

CRIT

0Critical Exceptions

WARN

0Warnings

Independent Review

No snapshot selected

Generated By-

Reviewed By-

Source Hash-

Review / Escalation Notes

The generator cannot review the same snapshot. Critical snapshots cannot be closed; correct the exceptions and generate a new snapshot.

Control Exceptions

Current Monitoring Results

Category / Control	Status	Metric	Evidence-Based Detail	Recommended Action
Generate or select a monitoring snapshot.

Recurring Control Calendar

Monitoring Schedule

Task Scheduler ready

Schedule Name Frequency Period Scope Alert Threshold Control Owner Owner Email Escalation Owner Escalation Email Response Due Hours Next Run Active Schedule

For unattended execution, Windows Task Scheduler can call the due-schedule API using an approved service account. This register remains the authoritative frequency, owner, threshold, and escalation policy.

Schedule Register

Active Monitoring Calendar

Schedule	Frequency / Scope	Owner / Escalation	Next / Last Run	Action
No monitoring schedule configured.

Exception Inbox

Monitoring Alerts

Alert / Monitor	Severity / Status	Owner / Due	Exception	Email Delivery	Action
No accounting control alerts.

Accountability

No alert selected

Selected Alert Escalation / Resolution Notes

Fix and Validate

No corrective action selected

Selected Action Confirmed Root Cause Corrective Action Evidence Reference

Independent Validation Notes

Remediation Evidence

Corrective Action and Validation Register

Action / Alert	Status	Owner / Target	Root Cause / Correction	Evidence	Validation / Closure	Action
No corrective action has been assigned.

Monthly Management Assurance

Control Certification Pack

CPA sign-off

Certification Period Closed Monitor Snapshot Management Conclusion Selected Certification Management Commentary Residual Risks and Compensating Controls

Financial statements and posted ledgers are complete and materially accurate. Subledger, bank, and control-account reconciliations are complete and reviewed. VAT, EWT, and statutory evidence is complete for the period. Access, approval, maker-checker, and audit controls were reviewed. All monitoring alerts and corrective actions are resolved and closed.

Submission freezes the source snapshot and hash. It requires a closed noncritical monitor, all five assertions, resolved alerts, and closed corrective actions.

Independent Management Sign-Off

No certification selected

Prepared By-

Approved By-

Source Hash-

Management Sign-Off Notes

The preparer cannot approve their own certification. Approved packs are immutable and every CSV export is registered.

Management Evidence

Monthly Certification and Sign-Off Register

Certification / Period	Monitor	Conclusion	Status	Preparer / Approver	Hash / Exports	Action
No monthly control certification has been prepared.

Immutable History

Accounting Control Monitor Register

Monitor / Date	Period	Overall	Score	Review	Generator / Reviewer	Hash	Action
No monitoring history yet.

BA

0Bank Accounts

IN

PHP 0.00Posted Cash In

OUT

PHP 0.00Posted Cash Out

NET

PHP 0.00Register Balance

Treasury Control

Bank Account Master

Editable

PurposeCash and bank setup

Posting LinkCV / AR / Tax payments

Next PhaseBank reconciliation

Account Code Account Name Bank Name Bank Account No. GL Account Code GL Account Name Currency Opening Balance Status Notes

Cash Position

Balances by Account

Posted only

Account	Opening	Cash In	Cash Out	Balance
No bank account balance yet.

Source Register

Cash / Bank Transactions

CV, AR Receipt, VAT, EWT

Date	Source	Ref No.	Payee / Customer	Account	Method	External Ref	Cash In	Cash Out	Status
No cash or bank transactions yet.

Matching

Statement Lines and Book Matches

Manual match first

Statement Line Book Transaction Reconciliation Notes

Date	Reference	Description	Debit	Credit	Running	Status	Matched To
No statement lines yet.

Import History

Bank Statement Imports

CSV batches

Batch	Account	Rows	Skipped	Status	Imported By	Imported At
No CSV imports yet.

Adjustment History

Bank Adjustment Entries

Posted journals

No.	Date	Type	Amount	Bank GL	Offset	Status
No bank adjustment entries yet.

Reconciliation Register

Bank Reconciliations

Draft / Locked

Recon No.	Account	Period	Statement	Book	Difference	Status	Action
No bank reconciliation yet.

Check Clearing

Check Release / Clearing Queue

From Check Voucher

CV No.	Check No.	Amount	Payee	Status	Released	Cleared	Action
No posted check vouchers yet.

Account setup

Chart of Accounts

Search accounts Account type Company type

Choosing the right account

Company type filters the catalogue; it does not change the company's legal registration. Common accounts apply to all types. Use the relevant capital and equity accounts only. Partners can use subsidiary records or separately configured capital accounts. Optional accounts can remain unused.

Existing codes and transactions are preserved, including 2150 Advances to Suppliers. Utilities use 5210 Electricity, 5220 Water, and 5230 Rent through AP Voucher. Customer Advances (2300), withholding payable (2310), and refundable security bonds (2320) are separate liabilities.

Posting mapping checks

Code	Account	Type	Normal Balance	Posting
No chart of accounts yet.

Journal	Date	Source	Debit	Credit	Status	Action
No journal entries yet.

Controlled GL Entry

Adjusting Journal

Draft

Adjustment No. Posting Date Memo Business Reason Evidence File Evidence Notes

Account	Debit	Credit	Line Memo




Totals	PHP 0.00	PHP 0.00	Not balanced

Adjustment Register

Saved Adjusting Journals

Audited lifecycle

Adjustment	Date	Memo / Reason	Debit	Credit	Evidence	Status	Journal	Action
No adjusting journals yet.

Template	Transaction	Timing	Preview	Reversal	Lines
No posting templates yet.

Template	Line	Dr/Cr	Account	Amount Basis	Memo
No posting template lines yet.

OPEN

0Open periods

QUEUE

0Ready / pending docs

JE

0Posted journals

BLOCK

0Blocked by controls

Period	Start	End	Status	Close Checklist	Action
No fiscal periods yet.

PER

-Selected Period

READY

NoReadiness

BLOCK

0Blockers

WARN

0Warnings

Readiness

Close Controls

Server checked

Type	Message
No readiness result yet.

Financial Statement Close Pack

Pre-Close Review Bundle

Trial Balance, General Ledger, AP Aging, AR Aging, Bank Reconciliation, VAT/EWT status, and the close checklist are captured together before final close.

TB

PHP 0.00Trial Balance Difference

AP

PHP 0.00AP Aging Balance

AR

PHP 0.00AR Aging Balance

EXC

0Pack Exceptions

Section	Control Summary	Status
Generate a close pack to review financial statement controls.

Pack	Status	Exceptions	Generated	Hash
No financial close packs yet.

Reopen Control

Period Reopen Requests

Use this only for approved corrections in a closed period. Relock requires the close readiness checks to pass again.

Audited

Reason for Reopen Affected Document Decision Notes

Request	Status	Reason	Requested	Decision	Action
No reopen requests for this period.

Close Register

Month-End Close History

Prepared / Closed

Period	Status	Prepared	Reviewed	Closed	Notes
No close records yet.

PER

-Selected Period

STAT

Not runReconciliation Status

EXC

0Exceptions

HASH

-Evidence Hash

CPA Review

Close Exceptions

Read-only

Exception
No reconciliation exceptions yet.

Control Accounts

Subledger vs Posted GL

Differences must be explained or corrected before final month-end close. Missing locked VAT/EWT or bank support is treated as an exception.

Phase 1

Control	GL Account	Subledger	Posted GL	Difference	Status	Evidence	Action
Generate reconciliation to compare subledgers against GL.

Exception Drilldown

Select a control line

Open a drilldown to see source documents, posted GL lines, suggested fixes, and reviewer notes.

Waiting

SUB

PHP 0.00Subledger

GL

PHP 0.00Posted GL

VAR

PHP 0.00Difference

SRC

0Source Rows

Recommended Action	Target
No recommendation loaded yet.

Resolution Workflow

Reviewer Action

Audited

Status Action Type Owner Target Document Notes

Source	Date	Party / Ref	Amount	Status	Hint
No source details loaded.

Journal	Date	Account	Debit	Credit	Memo
No GL details loaded.

Status	Action	Owner	Document	Notes	Created
No saved resolution action yet.

Register

Saved Reconciliations

Numbered evidence

No.	Status	Exceptions	Generated	Hash	Notes
No saved subledger reconciliation yet.

Maker–Checker Queue

Accounting Approval Requests

Submitted documents follow the configured amount-based steps. Each step requires an assigned role and a different reviewer; returns require correction notes.

Document / Amount	Current Step	Submitted By	Progress	Status	Decision History	Notes	Action
No accounting approval requests yet.

Posting Queue

Documents Ready For GL Posting

Approved AP/AR documents appear here when their GL preview is balanced and the document date belongs to an open fiscal period.

Source	Document	Date	Period	Debit	Credit	Status	Action
No documents are ready for posting yet.

Transaction	Template	Sample Document	Debit	Credit	Status
No posting preview examples yet.

Document	Transaction	Debit	Credit	Status	Created
No saved posting previews yet.

Reversal	Original Document	Journal	Date	Reason	Evidence	Status / Action
No reversal documents yet.

PY

0Payees

AP

0AP / CV Ready

TIN

0BIR Ready

MAP

AP / AR / CVLinked Modules

Accounting Master Data

Payee Set-Up

Draft

Tax Profile Corporation / VATable

Module Use Procurement / AP / CV

Control Check TIN needed for BIR-ready payee

Payee Code Subsidiary Type Status Tax Rate Class Registered / Payee Name First Name Middle Name Last Name TIN Branch Code Address ZIP Code Contact Person Position Contact Number Email VAT Type Withholding / ATC Payment Terms Default AP Account Default Expense Account Bank Name Bank Account No. Cash / Bank Account Remarks

Procurement / PO AP Voucher Check Voucher Accounts Receivable Expenses Payroll

PayeeNew payee Subsidiary TypeSupplier Default TermsNet 30 Bank DetailsFor update Mapped ToAP Voucher / Check Voucher

Suppliers Customers AP Voucher Check Voucher BIR 2307 GL Defaults

Payee Code	Payee Name	Subsidiary Type	Tax Rate Class	First Name	Middle Name	Last Name	Address	ZIP Code	TIN	Branchcode	Contact Person	Position	VAT / WHT	Terms	Modules	Status	Source	Action
No payee records yet.

Subsidiary Type	Default Use	Accounting Link
No reference codes yet.

Tax Profile	VAT Default	Withholding Default	BIR Output
No tax profiles yet.

OP

0Open Payables

VAT

12%Input VAT

EWT

2%Withholding

GL

BalancedPosting Preview

Accounts Payable

AP Voucher

Draft

Current Status Draft

Next Action Complete the voucher, then validate

Control Check GL preview must balance

Source PO / RR / JO

Branch Code APV No. APV Date Payee Code Payee Name Acct Code Currency Rate AP Type Ref Doc No. 1 Ref Doc No. 2 Terms Due Date VAT Treatment EWT Code BIR Form Remarks

Gross InvoicePHP 0.00 Input VATPHP 0.00 EWT PayablePHP 0.00 Net PayablePHP 0.00 Linked ModulePO / RR / AP / GL Lifecycle

Draft Validated Submitted Approved Posted

Suppliers Purchase Orders Goods Receiving Supplier Advances BIR 2307 GL Preview

LN	Type	RR No	PO No/JO No	Invoice No	Invoice Date	Orig Amt	Curr	Invoice Amount	DR Acct	RC Code	RC Description	SL Code	VAT Code	VAT Desc	VAT Amt	EWT Code	EWT Desc	EWT Amt	Terms	Due Date	Applied Advances PO	Applied Advances Amt	Applied Advances VAT	Applied Advances EWT	Advances Account
Select an approved PO or add voucher lines from existing receiving records.

RR / GRN	PO	Supplier	Received Date	Qty	Status
No receiving documents linked.

PO	Supplier	Total	Supplier Advances	Voucher Base	Action
No open payables available for voucher matching.

Account	Account Name	Debit	Credit	Source	Memo
No GL preview yet.

AP

0Open AP

CHK

PHP 0.00Check Amount

APP

PHP 0.00Applied

GL

BalancedDisbursement Preview

Accounts Payable

Check Voucher

Draft

Current Status Draft

Next Action Select APV and bank details

Control Check Check amount must equal applied AP

Source APV / Open AP

Branch Code CV No. CV Date Payee Payee Code Payee Name With Ref APV Bank Name Bank Account No. Cash / Bank Acct Payment Type Check No. Check Date Check Amt (Orig) Currency Cur. Rate Check Amt (PHP) AP Type Ref Doc No. BIR Form Check Status Remarks

AP AmountPHP 0.00 AppliedPHP 0.00 UnappliedPHP 0.00 Check Amount PHPPHP 0.00 Bank Account1000 - Cash on Hand / Bank Lifecycle

Draft Validated Submitted Approved Posted

Suppliers AP Voucher Accounts Payable Cash / Bank Check Register GL Preview

LN	AP Type	APV No	RR No	PO No	Invoice No	Invoice Date	AP Amount	Curr	Rate	Applied	Un Applied	Balance	DR Acct	RC Code	Action
Select an AP Voucher or open payable to prepare the disbursement.

Source	Payee	Date	Net Payable	Status	Action
No open AP vouchers available for payment.

Account	Account Name	Debit	Credit	Source	Memo
No GL preview yet.

CV No.	Payee	Date	Check Amount	Applied	Status	Action
No check voucher drafts yet.

AP

PHP 0.00Open Payables

CUR

PHP 0.00Current

OD

PHP 0.00Overdue

ADV

PHP 0.00Supplier Advances

Group by Payee Code 0 records

Source	BC	Payee Code	Payee Name	APV No	PO / SI No	Doc Date	Due Date	Terms	A/P Acct	Original Amt	Applied / Paid	Balance	Age	Status
No AP records match the current query.

BC	Payee Code	Payee Name	PO No	Payment Date	Purpose	Method	Reference No.	Advance Amt	Applied in APV	Remaining	Status
No supplier advances match the current query.

BC	Payee Code	Payee Name	APV No	SI No	SI/Ctr Date	Pay Term	Due Date	Age in Days	Amt Due	Current Amt	1-30 Days	31-60 Days	61-90 Days	91-120 Days	Over120 Days	A/P Acct	Acct Name	Source
No AP aging records match the current query.

Accounts Payable

VAT Input Reports

Ready

Use generated reports for review. Use posted APV records and lock a snapshot before treating VAT support as official filing workpaper.

Report Parameters

VAT Input Report (Detailed)

PHP / Philippines

Branch Start Date End Date Date Basis Starting Payee Ending Payee Starting RC Ending RC VAT Treatment Report Basis

REC

0VAT Records

PUR

PHP 0.00VATable Purchases

VAT

PHP 0.00Input VAT

NET

PHP 0.00Net Payable

Mapped From AP Voucher / Payee Master / GL Preview No period selected No locked VAT snapshot yet

APV No	APV Date	Invoice No	Invoice Date	Payee Code	Payee Name	TIN	Address	RC Code	RC Description	VAT Code	VAT Desc	Gross Amount	VATable Purchase	Input VAT	VAT Exempt / Non-VAT	EWT	Net Payable	Status
No VAT input records match the selected parameters.

Payee Code	Payee Name	TIN	Branch	APV Count	Gross Amount	VATable Purchase	Input VAT	VAT Exempt / Non-VAT	EWT	Net Payable
No VAT input summary records match the selected parameters.

Accounts Payable

Expanded Withholding Tax Reports

Ready

EWT comes from AP Voucher invoice lines. For Philippine filing, reconcile Payee Master TIN/address, APV tax base, BIR Form 2307, and the EWT payable GL before locking the support snapshot.

Report Parameters

Daily 2307

PHP / Philippines

Branch Start Date End Date Date Basis Starting Payee Ending Payee ATC / EWT Code Report Basis

REC

0EWT Records

BASE

PHP 0.00Tax Base

EWT

PHP 0.00Tax Withheld

PY

0Payees

Mapped From AP Voucher / Payee Master / BIR 2307 / GL Preview No period selected No locked EWT snapshot yet

APV No	APV Date	Invoice No	Invoice Date	Payee Code	Payee Name	TIN	Address	ATC / EWT Code	EWT Description	Rate	Tax Base	Tax Withheld	Gross Amount	Net Payable	Branch	BIR Form	Status
No EWT records match the selected parameters.

Group	Description	Payees	APV Count	Record Count	Gross Amount	Tax Base	Tax Withheld	Average Rate	Report Use
No EWT summary records match the selected parameters.

BIR Control Layer

Locked Snapshot Viewer

Official Exports From Locked Rows

Use this screen after VAT or EWT support is locked. It shows the frozen rows, source hash, and every official CSV export registered from the snapshot.

LOCK

0Locked Snapshots

VAT

0VAT Snapshots

EWT

0EWT Snapshots

CSV

0Exports for Selected

2307

0Prints for Selected

VAT

0VAT Returns for Selected

Period Filing Control

BIR Filing Package Register

Bundle locked VAT/EWT support, filing, payment/remittance, print/export, and reconciliation controls by tax period.

Package No	Type	Status	Period	VAT Return	EWT Snapshot	Readiness	Prepared	Action
No BIR filing package has been created yet.

Package Checklist

Select a BIR filing package

Readiness checks show what blocks review, filing, or close.

Waiting

Level	Control Item	Source	Action
Select Readiness beside a package.

Controlled Archive

BIR Filing Package Print / Export

Closed packages can produce a registered print pack or CSV archive.

Closed Package Only

Package No	Type	Format	File Name	User	Generated At	Purpose	Source Hash
No package archive has been registered yet.

Locked Reports

Snapshot Register

VAT / EWT

Report No	Type	Mode	Branch	Period	Main Tax Amount	Status	Locked By	Source Hash	Action
No locked VAT or EWT snapshots yet. Generate the report, review it, then lock a snapshot.

Frozen Workpaper

Select a locked snapshot

Frozen rows, source hash, and official export history will appear here.

Read Only

Doc No	Doc Date	Ref No	Party Code	Party Name	TIN	Tax Code	Tax Base	Tax Amount	Status
Select a locked snapshot to inspect the frozen rows.

Summary

Frozen Totals by Payee / ATC

Locked Source

Group	Description	Records	Gross Amount	Tax Base	Tax Amount	Use
Select a locked snapshot to inspect the frozen summary.

Official CSV Export Register

Export History

Audited

File Name	Format	Rows	Exported By	Exported At	Purpose	Source Hash
No official CSV exports have been registered for the selected snapshot.

Locked EWT Snapshot Only

BIR Form 2307 Preview

Only locked EWT snapshots can generate this certificate-style printout.

Read Only / Audited Print

Payor Payor: For update

Certificate Period Period: -

Control Note Preview uses locked EWT rows.

Certificate No	Payee	Payee TIN	ATC	Nature of Income Payment	Month 1	Month 2	Month 3	Tax Base	Tax Withheld
Select an EWT locked snapshot, then click 2307 Preview.

BIR Form 2307 Print Register

Print History

Audited

Report No	Form	Certificates	Printed By	Printed At	Purpose	Source Hash
No BIR Form 2307 print records have been registered for the selected snapshot.

Tax Payment / Remittance Register

EWT Remittance Register

Select a locked EWT snapshot to record BIR remittance after payment confirmation.

Audited

Report No	Status	Tax Withheld	Remitted	Date	Channel	Reference	User	Source Hash
No EWT remittance has been registered for the selected snapshot.

Locked VAT Snapshot Only

VAT Return Workpaper

Only locked AP Input VAT snapshots can feed this support workpaper.

Support Workpaper

OUT

PHP 0.00Output VAT

IN

PHP 0.00Creditable Input VAT

PAY

PHP 0.00Net VAT Payable

EXC

PHP 0.00Excess Input VAT

Prepared from locked VAT rows.

Code	VAT Return Line	Amount	Source
Select a locked VAT snapshot, then click VAT Return.

VAT Return Register

Prepared Workpapers

Audited

VAT Return No	Type	Status	Filing	Period	Output VAT	Input VAT	Prepared By	Prepared At	Action
No VAT return workpaper has been registered for the selected snapshot.

Filing Readiness

Select a registered VAT return

Review checks must pass before the VAT return can be locked for filing support.

Waiting

Level	Readiness Item
Select Readiness beside a registered VAT return.

Official VAT Return Print / Export

Select a registered VAT return

Locked VAT returns can be exported; reviewed or locked VAT returns can be printed as support workpapers.

Registered Only

Support PackVAT Return Support Workpaper Filing Status- Source Report- Prepared- Reviewed / Locked- Warnings-

Register	Type	Action	User	Date / Time	Purpose	Source Hash
Print and export records will appear after a VAT return is selected.

Tax Payment / Remittance Register

VAT Payment / Carry Forward

Only locked and filed VAT returns can be recorded as paid, partially paid, overpaid, not payable, or carried forward.

Audited

VAT Return No	Status	Expected Payable	Excess Input	Amount	Date	Channel	Reference	User	Source Hash
No VAT payment or carry-forward record has been selected yet.

VAT GL Reconciliation

VAT Return vs Posted GL

Select Reconcile beside a registered VAT return.

Waiting

Control	Account	VAT Return	Posted GL	Difference
No reconciliation selected.

PO	Supplier	Date	Total	Paid	Balance
No open payables.

Invoices

Review each document once, from its original source through accounting posting.

Search Customer Source Accounting status From To

Document	Customer	Date	Amount	Accounting status	Payment status · Sales	Next step

How these records connect

Sales is the source of sales invoices and payments; Service is an invoice type. Existing Accounting documents appear in the same register. Use the original Sales workflow for Sales transactions; use manual entry only for a separate manual Accounting document. New posted Sales records link automatically; older unlinked records are linked when reviewed. Accounting review, independent approval and posting are still required. Sales payment status reflects recorded Sales payments, not ledger posting or bank clearance. Payment status for manual service invoices is not tracked here.

SI

0Service Invoices

VAT

12%Output VAT

CWT

2%Creditable WHT

GL

BalancedPosting Preview

Accounts Receivable

Service Invoice

Draft

Current Status Draft

Next Action Complete the invoice, then validate

Control Check VAT, CWT, and GL must balance

Branch Code SVI No. SVI Date Tran Type Customer Customer Code TIN Attention Billing Address Currency Cur. Rate Bill Terms Due Date ATC / Service VAT Type Ref Doc No. Customer Ref No. Ref Date From Ref Date To RC / Department Remarks

Gross AmountPHP 0.00 DiscountPHP 0.00 Net of DiscountPHP 0.00 VAT AmountPHP 0.00 CWT AmountPHP 0.00 Amount to be PaidPHP 0.00 Lifecycle

Draft Validated Submitted Approved Posted

Customers Service Billing Output VAT CWT AR Ledger GL Preview

LN	Bill Code	Description	Qty	Unit	Unit Price	Gross Amt	Disc Rate	Disc Amt	Total Amt	VAT Code	VAT Desc	VAT Amt	CWT Code	CWT Desc	CWT Amt	Revenue Acct	RC Code
No invoice lines yet.

Account	Account Name	Debit	Credit	Source	Memo
No GL preview yet.

SVI No.	Customer	Date	Amount to be Paid	Status	Action
No service invoice drafts yet.

Receipt	Customer	Date	Total	Paid	Balance
No open receivables.

Receipt overview

AR

0Receipts

PAY

PHP 0.00Cash / Bank

CWT

PHP 0.00Deduction

GL

PendingPosting Preview

Accounts Receivable

Acknowledgement Receipt

Draft

Current Status Draft

Next Action Complete receipt details, then validate

Control Check Cash, deductions, and GL must balance

Receipt details

Receipt number Receipt date Customer TIN Payment Type Transaction type Amount Received Original amount Cash / Bank Acct

Deductions & withholding

Deduction / CWT Deduction Account

Currency & accounting details

Currency Exchange rate Credit / Clearing Acct Branch Code RC / Department Customer Code SL Code Chain Name Chain Code

References & notes

Prov. Receipt No. Reference receipt number Ref Doc No. Remarks

Original AmountPHP 0.00 Cash / Bank ReceivedPHP 0.00 Deduction / CWTPHP 0.00 Credit AmountPHP 0.00 Applied to AR / IncomePHP 0.00 Unapplied DifferencePHP 0.00 Lifecycle

Draft Validated Submitted Approved Posted

Customers Cash / Bank CWT SOA AR Ledger GL Preview

LN	Acct Code	RC Code	SL Code	Particular	VAT Code	VAT Desc	CWT Code	CWT Desc	Debit	Credit	S/L Ref
No GL preview yet.

Source	Customer	Date	Balance	Suggested Apply	Action
No open SOA or AR item selected.

AR No.	Customer	Date	Cash / Bank	Status	Action
No acknowledgement receipt drafts yet.

CM

0Memo Drafts

AR

PHP 0.00AR Adjustment

VAT

PHP 0.00VAT Adjustment

GL

PendingPosting Preview

Accounts Receivable

AR Credit Memo

Draft

Current Status Draft

Next Action Complete memo details, then validate

Control Check Invoice, VAT/CWT, and GL must balance

Memo Type Branch Code AR CM No. AR CM Date Customer Customer Code TIN SL Code Currency Cur. Rate Tran Type Reason Code Ref Doc No. RC / Department Remarks

Reference AmountPHP 0.00 Applied BasePHP 0.00 VAT AmountPHP 0.00 CWT AmountPHP 0.00 Net AR EffectPHP 0.00 Lifecycle

Draft Validated Submitted Approved Posted

Customers Service Invoice Output VAT CWT AR Ledger GL Preview

LN	Ref No	Ref Date	Ref Amt	Applied	VAT Code	VAT Desc	VAT Amt	CWT Code	CWT Desc	CWT Amt	DR Acct	RC Code	Reason	Action
No memo lines yet.

Account	Account Name	Debit	Credit	Source	Memo
No GL preview yet.

Invoice	Customer	Date	Open Amount	Suggested Apply	Action
No open invoices selected.

Memo No.	Type	Customer	Date	Net AR Effect	Status	Action
No credit or debit memo drafts yet.

Asset Accounting

Fixed Assets

FA

0 Active Assets

AC

PHP 0.00 Acquisition Cost

AD

PHP 0.00 Accumulated Depreciation

NB

PHP 0.00 Net Book Value

Asset	Class	In Service	Cost	Accum. Dep.	NBV	Status	Action
No fixed assets yet. Register an asset to start the asset register.

Asset	Period	Date	Depreciation	Accum. After	NBV After	Status
No depreciation schedule yet.

Asset	Disposal Date	Proceeds	Gain / Loss	Status
No asset disposals or retirements yet.

Reports

Financial Reports

Choose a report to review posted accounting entries.

Operational balances

AP

PHP 0.00Open AP

AR

PHP 0.00Open AR

FA

PHP 0.00Fixed Asset NBV

COA

0Active Accounts

Choose dates, then run a report.

AI Governance

Business AI

AI Front Door Command workspace Natural-language entry over PR, PO, inventory, rental, accounting, POS, manufacturing, and payroll context.

Agent Boundary Approval gated Draft, recommend, and prepare actions first; post, cancel, pay, receive, and adjust only through controlled workflows.

Data Foundation Governed records Item Master, suppliers, customers, GL, warehouses, users, documents, and audit logs become the AI knowledge core.

1

AI Front Door

One assistant surface for asking, searching, drafting, and navigating across modules while keeping the ERP as the system of record.

Module-aware search
Guided document drafting
Role-based answers

2

AI Agents

Ready agent slots for procurement, inventory, receiving, rental returns, accounting checks, payroll costing, and exception review.

Human approval gates
Task queue handoff
Before/after audit snapshots

3

Business AI Platform

Shared governance for prompts, tools, model access, identity, permissions, lifecycle status, and monitored AI actions.

Role and module controls
Policy-aware execution
Agent inventory

4

Business Data Cloud

Semantic data fabric provision over operational tables so AI uses business meaning, not disconnected raw rows.

Master-data context
Document lifecycle context
Cross-module relationships

5

AI Studio

Future builder area for custom agents, workflows, prompts, tools, and integrations without weakening clean-core ERP logic.

Low-code/pro-code slots
Tool registry
Runtime monitoring

6

AI Services and Models

Provision for document extraction, tabular predictions, anomaly checks, barcode/item recognition, RAG, and code/process assistance.

Document AI
Structured-data predictions
Knowledge retrieval

Agent Control Queue

Governed by module permissions and approvals

Agent	Module	Default Scope	Gate
Procurement Agent	PR / PO	Draft requests, compare suppliers, flag missing item masters	Approver review
Inventory Agent	Item Master	Detect duplicates, low stock, barcode gaps, serial/batch exceptions	Master-data review
Receiving Agent	Goods Receiving	Match PO lines, item codes, quantities, and receiving variance	Warehouse confirmation
Accounting Agent	Finance	Preview journal impact, account mapping gaps, reversal suggestions	Posting approval
Payroll Agent	Payroll / HRIS	Labor item costing, payroll period checks, cost center validation	Payroll approval

Governance Gates

Production defaults

Layer	Control	ERP Rule
Identity	Role, module, and approval permissions	AI cannot exceed user access
Data	Master data, document lifecycle, audit logs	Answers must cite governed records
Action	Draft, validate, preview, approve, post	High-impact writes require confirmation
Model	Approved model registry and prompt lifecycle	Use only governed AI services
Audit	Prompt, recommendation, action, before/after state	Every AI-assisted decision is traceable

Production Control

Manufacturing

BOM to Work Order

Manufacturing BOMs now have matching production order and component issue tables for future production release, issue, receipt, and close workflows.

Inventory Integration

Stock movement types now include manufacturing issue and manufacturing receipt, preserving one inventory history across rentals and production.

Next Build

Add production order creation, component availability checks, backflush/manual issue, finished goods receipt, and WIP journal posting.

YOUR CASHIER WORKSPACE

Good service.
A simpler checkout.

Everything you need at the counter. Build an order, record payment and keep your stock in sync.

Open POS Cash · GCash · Card

Use your current ERP sign-in to continue.

Point of SaleOne connected workflow

01

Choose your items

Shared prices and available stock

Inventory

02

Complete the sale

Record payment and issue a receipt

POS

03

Review and post

Sales and FIFO costs ready for review

Accounting

Accounting approval and posting stay in your existing workflow.

A smoother day at the counter

From the first item to the final receipt.

Find. Add. Checkout.

Search by name, browse categories or scan an Item Master barcode to build the order.

Keep orders moving

Hold an order and resume it later. Find completed sales and reprint receipts from Orders.

Stay connected

Completed sales update finished-item stock and become available for Accounting review.

First time opening POS?

An administrator selects menu items, payment accounts and tax in POS → Setup. Then your counter is ready.

CUSTOMER OPERATIONS

Sales

One connected journey, from your first quote to final payment.

Restart only ERP and refresh to enable the Sales workspace.

Search Status FromTo

How Sales works

Create a quotation with Customer and Item Master records. Submit quotations and orders for approval by a different administrator. Copy approved documents to the next step; deliveries may be partial. Post delivery to issue available stock, invoice delivered items, then record payments against the invoice balance.

Invoices and payments are the Sales operational register. General-ledger posting and tax-filing integration are not automatic. Open the separate POS workspace through Switch system.

HR & Payroll Production module

Your payroll workspace.

One focused place for your payroll operations. Continue to the production system and sign in with your Payroll account.

Opens in a new tab · Separate Payroll sign-in

Open your workspace
Keep ERP open while Payroll launches in a separate tab.
Sign in to Payroll
Use your existing Payroll account and permissions.
Continue your work
Follow the approvals and controls in the Payroll system.

About this connection

This is a launch link only. Payroll maintains its separate login, database, permissions, approvals, and audit history. Data exchange and accounting integration will be planned separately.

Administration

Database Maintenance

DB

0 MB Database Size

TB

0 Tables

SQ

Unknown Slow Query Log

LG

0 Maintenance Logs

Restore Checklist

Refresh maintenance status to load the latest checklist.

Table Health

Data 0 MB / Index 0 MB / Free 0 MB

Table	Engine	Rows	Data MB	Index MB	Free MB	Health
No table health data loaded.

Maintenance Logs

Slow queries: 0

Date/Time	Action	Status	Message	File / Duration
No maintenance logs yet.

Administration

Audit Logs

User Action

Date/Time	User	Action	Module	Details
No audit logs yet.

Welcome back

Choose your system.Focus on your work.

No system access assigned

Your operations, at a glance.

Accounts payable

Accounts receivable

Sales & rental revenue

Current balance

Total stock

Available stock

Customers

ERP users

Stock availability

Expense overview

Rental follow-up

Overdue pullouts

Upcoming pullouts

Master Files

Items

Customers

Suppliers

Beginning balances & stock adjustments

Posted adjustment history

Items

Purchase Request

Requested Items

Purchase Request Queue

Purchase Orders

Editing PO

Purchase Order Lines

Saved Purchase Orders for Review

Approved Purchase Orders

Canceled Purchase Orders

Receiving of Goods

Goods & Services to Accept

Approved POs Ready to Receive

Supplier Advances

Approved POs Available for Advance

Customers

Suppliers

Delivery Receipt

Receipt Items

Saved Draft Delivery Receipts

All Transactions

Stock On Hand

Rental Renewals, Pullouts & Bonds

Bond Return Review

Delivery Receipts Ready for Pullout

Delivery & Vehicles

Expenses

Recent Expenses

Reports

Expense Summary

Admin Home

Company Registry

Document Defaults

ERP Control Center

User Manager

Item Custom Fields

Stock Adjustment

Database Maintenance

Audit Logs

Company Profile

Document Defaults

Company Registry

Registered Companies

ERP Control Center

Recent Issued Numbers

User Manager

User directory

Accounting

Connected records

Management Accounting Dashboard

Required Attention

Add Compliance Obligation

No obligation selected

Deadlines, Owners, Evidence, and Review

Compliance Notification Delivery History

Full Accounting System Readiness

Chart of Accounts

Choose your system.
Focus on your work.