Navigation

TOP BAR

All the modules can be seen on the top Navigation bar.

Hop between forms by clicking on the relevant tab in the top bar.

Some tabs like the Voucher Grid (VG or Daybook); the Masters tab (M1) have sub menus.

If inventory is off, you will not see Invoice and Inventory Note dropdowns.

Number of dropdowns will differ based on Inventory settings.

ELLIPSIS

is like the Gateway of Tally. Its a list of all the major forms. ELLIPSIS

TYPICAL LAYOUT OF A FORM

LHS Filters.

RHS Grid.

Toggle between Summary / Detail

Expand collapse LHS.

CF & HELP.

FILTER

Filter option on the LHS can be used to see a specific data based on Time, Voucher Type, Ledger and other parameters.

Filters in different forms have different parameters based on the data displayed.

Filters are combination of checkboxes, dropdowns and text fields.

Once you have made the relevant selection, click on GO (Green Arrow) to execute them.

CF is acronym for Clear filter. Except for a few forms, all modules have filter option. Press CF and click on green arrow to remove filters.

SUMMARY /DETAIL

Except for a few forms, all modules have Summary / Detail option on the double pane bar on the LHS.

Usually the landing page of the form takes you to the Summary page.

To have a detailed view of the form, click on the Detail option or Green arrow.

MISC

Gear icon on the RHS lets you toggle between expand and collapse.

Some forms have Timeline on the top which ensures smooth navigation.Example - Voucher Grid.

The footer at the end of every form provides list of relevant tools.

Drilldown

GAINS is completely hyperlinked. Its very easy to drilldown from a top level view to a more detailed view with just a few clicks.

You can drilldown from Balance Sheet, Proft and Loss,Trial Balance to Groups and Ledgers.

All forms ultimately lead to QL - which inturn leads to QL[T].

Example :: BS QG QL [M] QL [T] // Registers QL [M,T] Voucher // iTB QI [T] Voucher.

BLUE DOT gives a quick view of the Voucher.