Learn how to use active ERPat modules through role-based instructions, standard operating procedures, field legends, standards, compliance reminders, and step-by-step workflows. Every guide is synchronized from the owning module and versioned whenever its instructions change.
Showing 35 of 478 synchronized guides.
Running depreciation in Safekeep: what a financial book holds, the prepare-calculate-review-approve-post cycle, why posting is a separate signature, how a posted period is corrected by reversal, and how impairments, estimate changes and capital additions are governed.
The one place the module's vocabulary and its rules are decided: the catalogue tabs behind Setup, and the nine settings groups that control numbering, approval thresholds, audit evidence, depreciation defaults, disposal rules and reminders.
Using the scan page on a phone to count equipment: typing or scanning a tag, the optional camera, what the screen shows you before you commit, and why counting the same thing twice is safe.
Creating, approving and releasing the endorsement documents people sign for equipment — the four-step wizard, approval routing, responsibility terms, printable paperwork and how recipients confirm or refuse receipt.
The command-centre screen: seven headline figures, one ranked queue of everything that needs a person, who is holding what, the recent movement feed and the condition profile of the whole estate.