General Topics

New button function not available at Account Type
Question: Why I unable to see ‘New’ button at Account Type? Answer: Your subscribed plan does not include Customize Financial Report L...
Thu, 26 Jan, 2023 at 3:16 PM
Delete Account Error - Unable to delete the record it has been referenced by PostingGroup
Question: When I try to delete the account number 500-0000 SALES account in Chart of Account, there is an error prompted ‘Unable to delete the record it ha...
Thu, 26 Jan, 2023 at 3:39 PM
Unable to see Tax Code and Tariff Code under Master Data
Question: Why can’t I see Tax Code and Tariff Code at Master Data > General? Answer: Tax setting is not enabled in Settings. (Note: Lite P...
Thu, 30 Mar, 2023 at 5:19 PM
How to Reactivate Company Book
Question: I have an account book which is Inactive. How do I reactivate my company book? Answer: 1) In Cloud Accounting main pag...
Thu, 30 Mar, 2023 at 5:28 PM
How to import product data from Excel
Question:  How do I import Product from Excel? Answer: 1) Go to Master Data > Product. 2) Click on ‘Import Data’ icon. Click on ‘...
Wed, 31 May, 2023 at 3:04 PM
How to change fiscal year
Question: When I create new company book, I have wrongly assigned the fiscal year, how do I change it? *Example use is changing for fiscal year 2023 to...
Wed, 31 May, 2023 at 3:05 PM
Invoice Listing report and Monthly Sales Analysis does not tally
Question: Why when I compare Invoice Listing and Monthly Sales Analysis, the amount does not tally even I filter with the same date range?  ...
Wed, 31 May, 2023 at 3:14 PM
How to set numbering format with monthly different running number
Question: I wish to create a new numbering format which each month to start with different running number, how to set it? Answer: 1) To access Numb...
Wed, 28 Jun, 2023 at 10:32 AM
How to find out knock off detail of an Invoice
Question: How can I know to which Payment or Credit Note has a particular Invoice been knocked off? Answer: In order to find out knock off detail of a...
Thu, 27 Jul, 2023 at 4:48 PM
Add sub account error - Can’t set Parent Account to account “700-1010” which has been referenced by Product Posting.’
Question: Why can't I create a new sub-account under an existing account? This account never creates any transaction. It has an error ‘Can’t set Parent...
Thu, 27 Jul, 2023 at 5:06 PM