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The Financial Forms Setup (Step 1):

There are six primary categories that require accurate definition.

  1. Financial forms: The following are the five categories of printable financial forms. Each should include a letterhead and a predefined sequential number:
  • Invoicing
  • Receipt
  • Payment Voucher
  • Debit Note
  • Credit Note
  1. Tax Setup: Please specify the relevant tax, whether it’s SST, GST, or a combination of multiple taxes.
  1. Currency: At present, we only support the Malaysian Ringgit.
  1. Bank Account: Enter the client’s bank account details and regular transaction bank accounts here. This is beneficial for tracking money transfers.
  1. Group Information: This is for recording fundamental group details.
  1. External Team (Optional): Occasionally, external sales teams are involved in selling project units. The details of this external team enable the Project ERP to calculate their commission and issue payment vouchers accordingly. The External Team is only necessary for Project ERP. If your group doesn’t require Project ERP for operations, this setup can be disregarded.

Once Step 1 is finalized, please proceed with the Step 2 setup.

Marvin Foonghttps://listingmine.com/academy
Listingmine founder from Malaysia. Passionate with international real estate.

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