FAQ on Finance
How do I associate a salesperson with a specific invoice in AntMyERP?
After booking and accepting the Quotation, when updating the Contract, add the salesperson’s name from the dropdown menu and save the changes. Proceed to book the order, execute it, and then generate the Invoice. The salesperson’s name will be displayed on the Invoice.
Can I create a new expense account for employees in AntMyERP?
Expense voucher accounts are automatically generated when an employee is added to the Team, eliminating the need to manually create new ledger accounts.
How can I access the Ledger Report in AntMyERP?
Login to AntMyERP:
Go to Finance Module:
Click on Report:
Inside the Finance Module, locate a section related to Reports.Click on the “Reports” option.
Click on Ledger Account:
In the Reports section, you should see various types of reports available. Look for an option related to “Ledger Account”.Click on it to access the ledger account report.
Click on Search Icon:
Once you’re in the Ledger Account report, there should be a search or filter functionality. Look for a search icon or a field where you can input search criteria.
Search for Ledger Account:
Enter the name of the Ledger Account you’re interested in. This could be a specific account name or a code. After entering the name, click on a “Search” button or an icon to initiate the search.
View Outstanding Details:
The system should display the details of the Ledger Account you’ve searched for, including outstanding balances and related transactions. You might need to navigate through tabs or sections to find this information.
Export to Excel:
Once you have the outstanding details displayed, there’s usually an option to export the data. Look for an icon or link that indicates exporting, which might be represented by an Excel icon or a “Download” link. Click on this option to export the data to an Excel file.
How do I transfer opening stock to Fixed assets in AntMyERP?
Log in to AntMyERP.
Navigate to the Finance Module.
Click on “Reports.”
Select “Closing Stock.”
Click on “Search in Group dropdown,” then choose a product or serial number, and click the “Search” button.
Once the product is displayed, click on the product name that you want to transfer.
Details, including the serial number, will be displayed.
Check the box next and select to “Transfer to Asset.”
The stock will be transferred to the asset.
How can I check a customer’s account ledger in AntMyERP?
Log in to AntMyERP.
Go to the Finance Module.
Click on “Reports.”
Choose “Sundry Debtor.”
In the ledger account, type the client’s name and perform a search.
You will discover the Account Receivable with detailed insights into the aging of the client’s outstanding balances.You have the option to export this data to Excel by utilizing the download icon located at the top.
How do I check the closing stock in AntMyERP?
Log in to AntMyERP.
Navigate to the Finance Module.
Click on “Reports.”
Select “Closing Stock.”
Click on “Search in Group dropdown,” then choose a product or serial number, and click the “Search” button.
Once the product is displayed, click on the product name that you want to transfer.
Details, including the serial number, will be displayed.
Why isn’t the “Conveyance” option appearing when I try to add an expense voucher in AntMyERP?
Log in to AntMyERP.
Navigate to the Finance Module.
Click on “Master.”
Choose “Group Master.”
Click on the “+” icon to add a new group, such as “Travelling Expenses.” Select the appropriate account type and save your changes.
To create a ledger:
a. Go to the Finance Module.
b. Click on “Master.”
c. Select “Ledger Master.”
d. Click on the “+” icon.
e. Choose the group name you’ve created, e.g., “Conveyance.”
f. Optionally, you can add a remark and an opening balance if needed. Then, save your changes.
How do I enable profitability in quotations within AntMyERP?
Ensure that you have either Admin or Super admin rights, or the necessary permissions to access the Settings.
Follow these steps:
Accessing Settings: After logging in, go to the Settings section.
Navigate to the Third tab on the left-hand side and select Sales.
Proceed to Quotation preferences.
Check the box for Sales Profit For Quotation.
Update the settings.
Profitability will now be enabled in quotations.
How do I access a vendor’s account ledger in AntMyERP?
Log in to AntMyERP.
Navigate to the Finance Module.
Click on “Reports.”
Select “Sundry Creditors.”
Within the ledger account, enter the Vendor’s name and initiate a search.
You will find the Accounts Payable section with comprehensive insights into the aging of the Vendor’s outstanding balances. You can also export this data to Excel by using the download icon located at the top.
What is the Day Book feature in AntMyERP?
Log in to AntMyERP.
Navigate to the Finance Module.
Click on “Reports.”
Select “Daybook.”
In the Daybook, you can view various types of financial transactions, such as expense vouchers, invoices, contra entries, journal entries, payment entries, and receipt entries. These transactions can be filtered based on today, yesterday, this week, and all.
