Suggested daily routine
- Confirm company and warehouse, then review dashboard balances.
- Record supplier purchases and verify stock receipts.
- Create/finalize sales and record payments against the appropriate invoice.
- Record expenses and attach receipts.
- Review stock exceptions, outstanding balances and the day's tasks.
- At period end, reconcile and send the accountant package with its checks and supporting documents.
- Keep verified backups and have the accountant approve period locking.
When something does not work
| Symptom | What to check |
|---|---|
| Invoice cannot finalize | Read the displayed validation error; check customer, tax category/rate, GST state, stock and exchange rate. Fix the draft before retrying. |
| Product adds at zero price | Set its selling price in Catalogue and verify the invoice line. Do not finalize an unintended free sale. |
| Missing stock or wrong balance | Check selected company/warehouse, finalized purchases and movement history; do not adjust the same difference twice. |
| Tax package has errors | Open Review checks, correct source records where appropriate and regenerate. Send unresolved source evidence to the CA. |
| Unknown tax field is blank | The CA must determine it. Enter zero only after verifying that zero applies. |
| Can't see a company or download a report | Ask the administrator to review company access and report view/export permissions. |
| Backup page has no controls | Ask the operator to configure backup support; do not change credentials blindly. |
| Password link fails | Request a current reset link and open the complete URL with its token; check configured delivery with the operator. |
| Phone navigation seems incomplete | Swipe the bottom navigation sideways and scroll the page/table as appropriate. |
| Government document shows mock/not generated | It is not evidence of live issuance. Check provider mode and use the documented live/portal workflow when legally required. |