Home¶
The Home (Головна) section is the first on the sections panel. It opens the start page and holds the settings shared by the whole database.
| Group | What it contains |
|---|---|
| Important | Home, Favorites, History |
| More in this section | Organizations, Accounting policy, Functionality, Personal settings |
| See also | Operations journal |
| Service | All functions, Panel settings, Help |
Favorites, history, all functions, panel settings and personal settings are described in Getting started.
Start page¶
The start page, Home (Головна), shows the current organization and month and a board of widgets. Customize (Налаштувати) turns on editing: Add widget shows the Available widgets, built-in ones and the application's: Cash position, Accounts receivable, Accounts payable, Sales this month, Profit year to date, Taxes due, Period status, Quick actions, Recent documents. You drag widgets to change their order and remove them with the button in the widget title; Done ends editing. The layout is stored in this browser, separately for each user and database. A widget you have no rights to is not shown.
The Accounts receivable and Accounts payable widgets break debts down by age from the document's payment date; Period status shows the state of the current accounting period; Recent documents shows the latest documents with links.
Organizations¶
The Organizations (Організації) catalog holds the database's own organizations: code, short and full name, EDRPOU (ЄДРПОУ, the company registration code) / Taxpayer number (РНОКПП), Individual tax number (ІПН), VAT payer flag, taxation system, the Number prefix of documents, the Main organization flag, and a logo and stamp facsimile for printed forms. A document with no organization specified gets the user's main organization (personal settings), otherwise the main organization of the database.
Accounting policy¶
Accounting policy (Облікова політика) is a periodic information register kept separately for each organization (it applies from the month it was recorded for). It contains, among other things: VAT payer, Taxation system, Inventory cost method, Production cost allocation, Cash-flow accounting, Use class 8 / 9 accounts, Currency revaluation, Income tax rate, %, Low-value assets depreciation (Амортизація МНМА). Documents read the policy in force on their date:
- a purchase by a VAT payer takes VAT to the tax credit (6441); for a non-payer, VAT is included in the cost and there is no tax credit;
- a sale with VAT and a tax invoice of a VAT non-payer are rejected;
- without a policy record, the defaults apply (VAT payer, general system).
Functionality¶
Functionality (Функціональність) turns on the subsystems the business uses: Inventory, Production, Batch accounting, Fixed and intangible assets, Payroll and HR, Foreign currency operations, Several organizations, VAT. A disabled subsystem disappears from menus and forms; its data is kept. Some options need others (for example, Production and Batch accounting need Inventory): while the required option is off, the dependent one has no effect. Functionality can be changed by a settings administrator not limited by organization; for others the page is read-only.
