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  1. Deskera Help Centre
  2. Deskera ERP
  3. ERP FAQs

ERP FAQs

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  • How to modify Customer Category, Product Category, Vendor Category
  • How to change Exchange Rate of the Opening Balance
  • What will happen if I change the Exchange Rate? Will it affect all the figures? How the Exchange Rate with Applied Date actually works?
  • I am creating Sales Invoice that link to Sales Order but I cannot see the Sales Order in the list
  • I am creating Sales Order/Sales Invoice that link to Quotation but I cannot see the quotation in the list
  • How to edit pending documents for approval (Sales Invoice, Sales Order, Purchase Invoice, Purchase Order, Receipt, etc)
  • I try to create D/O, I checked and the available quantity is enough, why the Available quantity show 0?
  • How to take into account import tax for products imported overseas
  • How to configure fields in the exported report
  • How to extract inventory listing which show the product ID, name, Quantity on hand, price, total amount, etc.
  • How to enter negative opening balance for customer (owe money to them)
  • How to key in Bank charges and Bank Interest
  • My Customer pay me 1 cent extra on the invoice and they do not want it back. How can I create a Payment to reflect this on Bank reconciliation and not affecting my SOA?
  • How to make fund transfer between accounts
  • How to check the Profit Margin report of the product
  • How to record Refundable deposit made to the Vendor
  • How to delete product with transactions tagged to it
  • Meaning of "Mark cheque as dishonoured"
  • How to configure Active Date Range in ERP
  • How to locate invoice(s) of vendor/customer with outstanding balance
  • Cash sale function
  • How to change invoice date for an invoice which its payment has been reconciled
  • How can I see dimension wise comparison of Profit and Loss, Trial Balance or Balance Sheet?
  • How to unreconcile a check? (Change status from cleared to uncleared)
  • Why can't I delete used products or services?
  • How do I import my Asset Groups and Asset Opening in Deskera ERP?
  • How can I import Opening Transactions for my vendors/suppliers/AP?
  • How can I import my Vendor/Supplier List to Deskera?
  • How can I import Opening Transactions for AR/Customers?
  • How do I import my Customers to Deskera ERP?
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