In iX ERP you can adjust your reference number for all document types by clicking on setting icon in the top bar, then click on the plus sign to expand the “Setup” section, click on the button “Transaction Reference”. In this screen, you can adjust your start reference number or re-adjust the reference number for…
It is possible to remove or delete a transaction in iX ERP, by clicking the settings icon in the top bar, then expand the tab “Basic Setup” by clicking the plus sign, then click on the button called “Void a Transaction”.In the void a transaction screen you can filter the transaction list by document type…
The tax configuration in iX ERP is flexible enough to accommodate all tax rules and requirements in 26 countries. The system contains the following configurable elements: Tax ratesDefinitions of all used tax rates/types used in Item Tax Types and/or Tax Groups for customers and suppliers. Please note that every created tax-rate should be assigned to…
iX ERP provide a fiscal year settings to map your annual accounting cycle, Fiscal Year feature in iX ERP is used to separate the accounting periods from each other. By default, Fiscal Year feature follow a normal Calendar Year, Jan 01 – Dec 31, although you can define your fiscal year according to your accounting…
Company setup in the settings module is the place where you provide iX ERP with your company information like legal name, logo, address, TAX number and other information to be included when you issue invoices, receipts and several other documents. General Settings: In the general settings section, please enter all available information about your company,…
iX ERP allows setting up of unlimited Payment Terms with several methods for customers and suppliers to use while creating invoices. You can find Payment Terms Setup under:- iX ERP Settings -> Miscellaneous -> Payment Terms Note: the Payment Terms will affect the aging report for customers and suppliers.
iX ERP Display Setup sets the default values for the ERP language, figures, dates, printing and display. This menu can also be reached from the User Configuration link in the Top Header Bar under the User Profile Name. Note: In Display Setup if you change the date format and before you use the new date…
System and General GL Setup is the place to set up ERP default values to determine how you would like iX ERP to behave in every known action. Settings > System and General GL Setup First, you must make sure the GL accounts you need are already set up under GL Accounts. Then, using the…
Shipping Company settings can be used in Direct Sales Delivery and Direct Sales Invoice to define the Order shipping provider or your deliveryman handling the order. this setting can be used for shipping/delivery companies or companies that have shipping vehicles. Input the following into their appropriate fields: The first field “Company Name” is the only…
Approvals are one of the most important and critical functions inside any organisation, we made the approvals feature flexible enough and easy to set up and use. Approval features is a multi-level / multi-path dynamic approval and you can add your custom workflow based on any organisation’s policy. Approvals Setup Approvals can be created for…