End-user instruction center

ERPat User Guide

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.

Active modules58

Published guides478

SOPs3

Updated this month123

01Getting StartedBeginner-friendly first steps SOPStandard ProceduresRequired operational workflows AaLegends & FieldsStatus, badge, and field meanings ✓Controls & ComplianceReview points and reminders

End-user guides from active ERPat modules

Showing 478 of 478 synchronized guides.

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Finance Overview Public

Finance

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.

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Production Reference Public

Work Centers & BOM (Mfg)

Advanced Manufacturing Work Centers & BOM (Mfg) Define the machines and stations where production happens, and the multi-level recipes (Bills of Materials) that say exactly what…

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Finance Reference Public

FAQ and Troubleshooting

Answers to the most common setup, access, workflow, and support questions for the Finance module, with troubleshooting and support guidance.

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Appointments Reference Public

End-to-End Workflows (SOP)

End-user documentation for the ERPat Appointments module (spa / salon / clinic booking).

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KPI Matrix Reference Public

Salary Recommendations

Using KPI Matrix · Manager Salary Recommendations Where a performance score becomes a pay decision — safely. After a cycle calculates, the engine proposes a salary-step change for…

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School Reference Public

Roles & Access Map

Who does what in the ERPat School module and exactly which permission unlocks each screen and action — registrar, teacher/adviser, principal, guidance and clinic, system admin, plus the parent, student and gate-security surfaces.

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School Reference Public

Screen, Route & Data Reference

The quick-reference for ERPat School: every staff page with its route and base permission, the two portals, the full permission list, the status vocabularies (application, grade release, attendance, support, visitor), the audited actions, and the settings keys.

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Helpdesk Reference Public

Tickets: Lifecycle & Management

The full support-ticket lifecycle: statuses, ticket types & SLAs, groups, templates, signatures, collaborators, comments, labels, and submission channels.

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Patrol Reference Public

FAQ & Troubleshooting

Answers to the questions security teams ask most about ERPat Patrol, a plain-language glossary (blotter, chain of custody, legal hold, DSAR, retention, tracking code), and fixes for missing menus, silent alerts, disabled AI, undeletable assets, and lost public tracking codes.

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Recruitment How-to Guide Public

Recruitment Platforms & Philippine Compliance — Research Report for the ERPat Recruitment Module

Recruitment Platforms & Philippine Compliance — Research Report for the ERPat Recruitment Module Documentation-only (no runtime consumer). Produced 2026-07-04 by a multi-source…

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ERPat User Guide

End-user guides from active ERPat modules

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