- 1. Introduction
- 2. How to Begin
- 3. General
- 4. Master
- 5. Accounts
- 6. Inventory
- 7. Register
- 8. Payroll
- 9.1 Day Book
- 9.2 Day Book(Time)
- 9.3 Ledger Book
- 9.4 Cash or Bank Book
- 9.5 Stock Report
- 9.6 Products Report
- 9.7 Fast Moving Products
- 9.8 Reorder Stock Report
- 9.9 Sales Report
- 9.10 Sales Report(Time)
- 9.11 Sales Group Wise Report
- 9.12 Sales Group Wise Report Time
- 9.13 Sales Item Wise Repor
- 9.14 Party Wise Sales Report
- 9.15 Sales User Wise Report
- 9.16 Estimate Report
- 9.17 Sales Return Report
- 9.18 Sales Return Through Sales Bill
- 9.19 Sales Credit Due
- 9.20 Purchase Item Wise Report
- 9.21 Purchase Report
- 9.22 Purchase Group Wise Report
- 9.23 Purchase Return
- 9.24 Purchase Return Through Purchase
- 9.25 VAT Purchase
- 9.26 VAT Sales Report
- 9.27 VAT Report
- 9.28 Purchase Supplier Wise Discount
- 9.29 Payable Receivable
- 9.30 Receipt Payment Report
- 9.31 Debit Credit Report
- 9.32 Credit Period Exceeded Report
- 9.33 Closing Stock Report
- 9.34 Stock Summary Report
- 9.35 Average Profit And Loss Report
- 9.36 Ledger Balance Book
- 9.37 Day Close Report
- 9.38 Day Close Report(Time)
- 9.39 Day Close Report(User) With Time
- 9.40 Sales Report(Profit)
- 9.41 Cash and Credit Sale Report
- 10. Financial Reports
The general module is an essential module of Account Mitra. User details and their privileges are attached to this module. An authorized user can edit and insert details like the company, roles, privilege, user, etc.. through this module.
How Do I Insert Company Details ?
Company creation is an important part of this software. Details regarding your organization are stored to the database from this form. Also, users can update and delete existing company details. For opening Company Creation form you need to select the General menu from the header section of the window. For deleting existing company details click the button Delete in the bottom of the form. The procedures for company creation or updations are listed below.
Step 1 : Click on the submenu Company Creation from the General window.
Step 2 : Insert valid information to all fields.
Step 3 : Select the print type from the dropdown menu.
Step 4 : Select whether you need to print tax bill or not from the first dropdown menu on the right side.
Step 5 : Select whether you need to enter previous balance in bills or not from the second dropdown menu on the right side.
Step 6 : Click on the Update button for saving the details.
We have different Roles in our company
Every organization will have employees working under different roles. The roles in your company can be inserted through this form. Only an authorized person(Administrator or others with this privilege) can edit, add, or delete the roles. Also, you can check the existing roles from the table on the right. The procedure for adding new roles are listed below.
Step 1 : Click on the sub menu Roles from the General window.
Step 2 : Click the button New and insert details in the left side of the window(role and description).
Step 3 : For saving the details, click the button Save on the bottom of the page.
The procedure for deleting existing roles are :-
Step 1 : Select submenu Roles.
Step 2 : Select the role to be deleted from the table on the right side of the form(also can search by entering role name)
Step 3 : After selecting the role, you can find the details on the left side of the form on corresponding fields.
Step 4 : Click the button Delete in the bottom of the form.
Don’t Give Complete privilege to all employees
Every organization will have an employee hierarchy. The software access is provided on the basis of their responsibilities. This part of the module is used for granting permission to specific roles. An authorized user can add or remove permission for a user.
The procedure for providing privilege for users include :-
Step 1 : Select Submenu Privilege under the module General and click New at the bottom of the page.
Step 2 : Select the role to which you are assigning privilege from the drop-down menu.
Step 3 : After selecting the role you can set privilege or can remove the assigned privilege(by selecting the checkbox). Also, the privilege for each main menu and its submenus can be provided separately.
Step 4 : Click on the delete button or checkbox(selected) for removing granted permissions.
Step 5 : Click Save button for updating changes.