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 7 of 395 synchronized guides.
A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Finance module package.
A practical first-run checklist for enabling Finance, granting the right permissions, preparing your starter data, and training the first users.
Evidence gathered from the current Finance module files — controllers, models, configs, and migrations — before writing these user guide pages.
How administrators keep Finance secure and reliable: permissions, menus, settings, public pages, API surfaces, migrations, and change management.
The routine operating manual for staff who run Finance day to day — the core screens, records, and workflows to use once setup is complete.
Standalone ERPat Finance module: chart of accounts (accounts, account types, detail types, account transactions, transfers, transaction classifier), vouchers and voucher types, journals (double-entry ledger), payments (invoice payments), expenses (expenses, categories, expense payments, recurring expenses), banks and bank reconciliation, taxes (incl. BIR.
Answers to the most common setup, access, workflow, and support questions for the Finance module, with troubleshooting and support guidance.