Introduction

Implementation Strategy

Concepts and Terms

Setting Up

Basics

Setting Up Taxes

Setting Sales Goals

Global Defaults

System Settings

Data

Data Import Tool

Chart Of Accounts Importer

Downloading Backups

Users & Permissions

Role and Role Profile

Role Based Permissions

User Permissions

Role Permission for Page and Report

Print

Print Format Builder

Address Template

Terms And Conditions

Cheque Print Template

Custom Translations

Workflows

Workflow Actions

Email

Sending Email from any Document

Linking Emails to Documents

Auto Email Reports

Document Follow

System Configuration

Show or Hide Modules

Session Defaults

Bulk Renaming of Records

Domain settings

Energy Point System

Data Privacy

Personal Data Download

Personal Data Deletion

Articles

Manage Tree Structure Masters

Set default values for any field

Edit Submitted Document

Delete Submitted Document

Disable Notification Emails

Set Current Value for Naming Series

Remove Link at the Bottom of the Print Page

Remove Line Breaks in Print Formats

Easy steps to setup Workflow

Difference Between System User and Website User

Change existing user's email ID

Change User Password

Disable any user

Setting Up Email Signature

User Restriction

Managing Perm Level in Permission Manager

Field Level Permission Management

Edit Export/Print permissions for reports

Setting Workflows on Masters

Include Document Link in Notification Email

Setup Two Factor Authentication

Configuring A Reply-To Email Address

Setting up Sendgrid

Email Error in Sending or Receiving

Import Error due to Workflow

Perm Level Error

Permission Error Problems

Using Prepared Report

What if Emails are not being received?

Integrating With Biometric Attendance Devices

Using OOERP

Automation

Assignment Rule

Milestone Tracking

Event Streaming

Accounts

Setup

Accounting Entries

Accounts Settings

Chart Of Accounts

Distributed Cost Center

Cost Center Allocation

Accounting Period

Accounting Dimensions

Accounting Dimensions Filters

Journals & Payments

Journal Entry Template

Payment Request

Mode of Payment

Payment Terms Template

Payment Terms Status Report

Advance Payment Entry

Inter Company Journal Entry

Billing

Purchase Invoice

Inter Company Invoices

Taxes

Item Tax Template

Tax Withholding Category

Pricing

Promotional Scheme

Exchange Rate Revaluation

Currency Exchange

Retail

Point of Sale Profile

POS Invoice Consolidation

Tools

Accounting Reports

Bank Reconciliation

Payment Reconciliation

Period Closing Voucher

Process Statement Of Accounts

Advanced

Multi Currency Accounting

Deferred Revenue

Deferred Expense

Deferred Revenue/Expense Report

Process Deferred Accounting

Loyalty Program

Invoice Discounting

Subscription

Subscription Plan

Subscription Settings

Opening Balance

Opening Balance in Accounts

Update Fixed Assets

Update Accounts Payables

Update Accounts Receivables

Update Current Liabilities

Update Capital Accounts

Update Current Assets

Shareholders

Articles

Perpetual Inventory for Non-stock Item

Merging Accounts

Changing Parent Account

Fiscal Year Creation

Freeze an Account

Freeze Accounting Entries

Common Receivable Account

Common Party Accounting

Freeze Exchange Rate

Linking stock warehouse and accounts

Print Cancelled Invoice

Default Receivable / Payable Account

Mode of Payment

Difference Entry

Post Dated Cheque Entry

Adjusting Withhold Amount

Bulk Payment Entry

Withdrawing Salary from Owner's Equity Account

Invoice Discount in Payment Entry

Adding reference to Journal Entry

Book discount allowed and received separately

Accounting for Bad Debts

Book Petty Cash Entry

Debit Note for price adjustment

Payment Entry for Capital Account

Include Tax or Charge in Valuation or Total?

Tax Inclusive Accounting

Types in Tax Template

Apply Tax on Another Tax or Charge

Tax on another tax amount

Additional Charges in Payment

Stock Transfer with GST

Naming Series as Per GST Rules

Manage Foreign Exchange Difference

Immutable Ledger

Allocating Credit Note and Payment

Reconcile Advance Payment made to the Supplier

Balance in Temporary Account

Landed cost Voucher

Opening Invoice Creation Tool

Purchase Invoice - Account Type Error

Fixing Fiscal Year Error

Round off Account Validation Message

Delete entries linked with GL entries

Invoice rounding issue

Customise Cash Flow Report

Tracking Project Profitability using Cost Center

Discount Accounting

Asset

Asset Value Adjustment

Asset Maintenance Team

Asset Maintenance

Scrapping an Asset

Selling an Asset

Asset Depreciation

Asset Maintenance Log

Purchasing an Asset

Articles

Depreciation Entry

Moving Asset from Stock Item to Fixed Asset Item

Buying

Basics

Request for Quotation

Purchase Taxes and Charges Template

Supplier Quotation

Supplier Scorecard

Setting Up

Buying Settings

Articles

Maintaining Supplier's Item Code In the Item master

Purchasing in Different UoM

Amending Purchase Order after Submit

Fetch shipping charges based item's value or weight

Purchase invoice for Services

Procurement Cycle Overview

Calculating Freight in taxes

Create Supplier Quotation through Supplier Portal

Procurement Tracker Report

CRM

Human Resources

Setting Up

Daily Work Summary Group

Employees

Organizational Chart

Employment Type

Health Insurance

Attendance

Attendance Tool

Attendance Request

Upload Attendance

Employee Check-in

Auto Attendance

Leaves

Leave Policy Assignment

Leave Allocation

Leave Application

Compensatory Leave Request

Leave Encashment

Leave Block List

Leave Ledger Entry

Shifts

Shift Assignment

Recruitment

Employee Referral

Appointment Letter

Training

Training Program

Training Results

Training Feedback

Employee Lifecycle

Employee Onboarding

Employee Promotion

Employee Separation

Employee Transfer

Employee Skill Map

Payroll

Income Tax Slab

Salary Component

Salary Structure

Salary Structure Assignment

Additional Salary

Retention Bonus

Employee Incentive

Tax & Benefits

Employee Tax Exemption Declaration

Employee Tax Exemption Proof Submission

Employee Other Income

Employee Benefit Application

Employee Benefit Claim

Performance

Travel & Expense Claim

Employee Advance

Gratuity

Loans

Loan Application

Fleets

Fleet Management

Reports

Human Resources Reports

Articles

Setting Employee-wise Leave Approver

User Permission based on Hierarchy

Department-wide Leave Approval

Configuring Earned Leave

How to encash unused leaves using Salary Slips

Leave Calculation In Salary Slip

Leave allocation after Compensatory Leave Request

Working Days Calculation in the Salary Slip

How to process Payroll

Setting Flexible Benefits against a Benefit Claim

Create Payroll Entry with Timesheets

Income Tax calculation

Salary structure and Payroll

Using Auto Attendance

E-Commerce

Product Listing

Item Group-wise Product Listing

Shop by Category

Reviews and Ratings

Store Landing Page

Loan Management

Setting Up

Loan Security Type

Loan Security Price

Loan Cycle

Loan Application

Loan Security Pledge

Loan Disbursement

Loan Interest Accrual

Loan Security Unpledge

Advanced

Process Loan Security Shortfall

Process Loan Interest Accrual

Loan Security Shortfall

Articles

Loan Management Process

Projects

Quality Management

Quality Meeting

Quality Procedure

Quality Feedback

Non Conformance

Quality Feedback Template

Selling

Basics

Setting Up

Selling Settings

Sales Person Target Allocation

Sales Taxes and Charges Template

Party Specific Item

Customer Portal

Customer Portal

Customer Orders Invoices And Shipping Status

Reports

Stock

Basics

Accounting Of Inventory Stock

Setting Up

Unit of Measure (UoM)

Variants

Transactions

Material Request

Purchase Receipt

Retaining Sample Stock

Landed Cost Voucher

Serials & Batches

Installation Note

Tools

Quality Inspection

Stock Reconciliation

Quick Stock Balance

Returns

Purchase Return

Advanced

Projected Quantity

Perpetual Inventory

Reports

Stock Ledger Report

Stock Level Report

Stock Value and Account Value Comparison Report

Support

Issue Type & Priority

Service Level Agreement

Maintenance Visit

Maintenance Schedule

Articles

Automating Issue Assignments in OneOfficeERP

Website

Website Settings

Website Route Meta

Web Page Builder

Articles

Disable Signup on Website

Website Security

Website Home Page

Website Banner Resizing

3 Step SEO for your Website

2 Step 301 Redirect in your OneOfficeERP Website

Agriculture

Diseases & Fertilizer

Crops & Land

Analytics

Education

Healthcare

Hospitality

Restaurant Menu

Restaurant Reservations

Restaurant Order Entry

Manufacturing

Setting Up

Bill Of Materials

Planning

Production Plan

Capacity Planning

Advanced

Item Alternative

BOM Update Tool

BOM Comparison Tool

Reports

Manufacturing Reports

Demand Driven Forecasting

Production Planning Report

Work Order Summary

Job Card Summary

Quality Inspection Summary

Production Analytics

BOM Stock Report

BOM Operations Time

Downtime Analysis

Work Order Consumed Materials

Returned Materials Against Work Order

Issued Items Against Work Order

Articles

Raw material valuation

Managing Multi-level BOM

BOM Costing in different Currency

Material Consumption

Manufacturing without creating BOM

Multiple finished goods with single raw material

Customer Provided Items

Serialised inventory tracking

Scrap Management

Capacity Planning Based on Work Order

Capacity Planning based on Production Order

Open Work Order Report

Non Profit

Membership

Membership Type

Volunteers

Donors

Grants

Grant Application

Chapters

Customization

Records

Customize Print Format

Authorization Rule

Navigation

Module Visibility

Articles

Geolocation Field

Table MultiSelect Field

Dynamic Link Fields

Signature Field

Fetching Data from a Document

Edit a Field after Submission

Creating Custom Link Field

Fetching data from a linked master

Data Visibility in Child Tables

Sorting Order in List View

Search Record by Specific Field

Disable Rounded Total

Document Title with multiple fields

Add/Remove Fields from Print Format

Customize tables within your Print Format Builder

Customizing Field Visibility in Print Format

Remove Description in Print Format

Print "Centavo" in Words for USD

Fetch child table values using tags

Change Custom Field Datatype After Field Creation

Company-wise Naming Series

Feedback Request Using a Web Form

Maximum Number of Fields in a Form

Making Custom Reports

Deleting Custom Reports

Report Showing Multiple Lines for One Document

Add columns in Standard Report and Export

Export Data for Specific Year or Filter

Fetch the entire address text on a custom field

Integration

Banks

Plaid Integration

E-Commerce

Shipping

OneOfficeERP Shipping

Google

Google Settings

Google Calendar Integration

Google Contacts Integration

Google Maps Integration

Payment

Setting up PayPal

RazorPay Integration

Setting up GoCardless

Setting up Stripe

Setting up Braintree

M-Pesa Integration

Taxes

Taxjar Integration

Telephony

Exotel Integration

Regional

France

Sales and Payment Transactions

Le Fichier des Écritures Comptables [FEC]

Germany

Italy

Importing e-Invoice from Supplier

United Arab Emirates

UAE Regional Fields

UAE VAT 201 Report in OneOfficeERP

VAT/EXCISE Tax Implementation for UAE/KSA

South Africa

VAT Audit Report

Saudi Arabia

KSA VAT Management and Reporting

Flow Chart

This diagram covers how OneOfficeERP tracks your company information across key functions. This diagram does not cover all the features of OneOfficeERP but gives you a very good mental map.

Zoom in and go through:

Workflow

Note: Not all of the steps are mandatory. OneOfficeERP allows you to freely skip steps if you want to simplify the process.