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When you create a new company in VinAR-ERP, a default Chart of Accounts (COA) is generated. However, if you have a custom COA, you can import it using the Chart of Accounts Importer instead of manually setting it up. 🔹 ⚠ Important: Importing a COA will overwr...

VinAR-ERP allows you to manually download database backups whenever needed. These backups are refreshed every 8 hours to ensure you always have the latest data. 📥 How to Download a Backup 1️⃣ Go to Home > Tools > Download Backups.2️⃣ Click on the available b...

Need to rename multiple records at once? VinAR-ERP makes it easy with Bulk Renaming! 📌 Renaming a Single Record You can rename individual records (if allowed) by:1️⃣ Opening the record.2️⃣ Clicking on Menu > Rename.3️⃣ Entering the new name and saving the ch...

Need to update the same field across multiple records? Instead of editing them one by one, Bulk Update lets you update them all at once! 📌 How to Use Bulk Update To access Bulk Update, go to:➡ Home > Settings > Bulk Update Example Scenario: Imagine you hav...

As part of GDPR compliance, VinAR-ERP allows users to download their personal data effortlessly. This includes all identifiable information you've generated while using the system, such as:✔ Username, Full Name, Birth Date✔ Phone Numbers, Email, Location✔ Cont...

As part of GDPR compliance, VinAR-ERP allows users to delete their accounts and anonymize their personal data. This ensures that all personally identifiable information is randomized, including:✔ Username, Full Name, Birth Date✔ Phone Numbers, Email, Location✔...

VinAR-ERP allows you to delete all transaction records (such as Sales Invoices, Sales Orders, and Payment Entries) associated with a company while keeping the master data intact. This is especially useful when users set up a company, create test records, and ...

In VinAR-ERP, Accounting Masters are the building blocks of financial transactions. They provide the essential structure needed for accurate accounting, compliance, and financial reporting. By managing these masters efficiently, businesses can:✅ Maintain accu...

A company is a legal entity that conducts business activities, whether in manufacturing, retail, or services. In VinAR-ERP, the first company is created during account setup. If your business operates multiple companies, you can easily add more. 📍 Navigate to...

VinAR-ERP allows businesses to manage multiple currencies with ease. The Currency List stores essential details like currency names, symbols, and fractional units (e.g., "Cents" for USD, "Paise" for INR). Most commonly used currencies are preloaded into the sy...

VinAR-ERP allows businesses to maintain a Country List and tag countries to different entities and transactions as needed. This helps in standardizing formats and ensuring accuracy across global operations. 1️⃣ How to Add a Country? Adding a country to VinAR...

The Chart of Accounts (CoA) is the foundation of your company's financial structure. It organizes all financial transactions using the double-entry accounting system, which is a global standard for tracking a company’s financial health. VinAR-ERP provides a p...

An Accounting Period defines a specific time frame within which financial transactions are recorded. In VinAR-ERP, certain transactions like Sales Invoices, Purchase Invoices, Stock Entries, Payroll Entries, and Journal Entries can only be created within the ...

A Fiscal Year is a 12-month period used to record and report financial transactions for a business or organization. It helps in preparing financial statements, tax reports, and budgets. 🔹 What is a Fiscal Year? A Fiscal Year may or may not align with the cal...

A Finance Book is a record that keeps track of all financial transactions within a company. It serves as the foundation for accounting and reporting. Why Use Multiple Finance Books? Businesses often need to maintain different financial records for various pu...

A Payment Terms Template is a predefined set of payment conditions that helps businesses manage installment-based payments. It groups multiple Payment Terms together and applies them automatically in sales and purchase transactions. Why Use a Payment Terms Te...

A Payment Term is a predefined schedule that determines how and when payments should be made for an invoice or order. It helps businesses plan cash flow, manage credit terms, and automate payment tracking. For example, a business might require: 50% payment...

A Loyalty Program rewards customers for repeat purchases by allowing them to earn and redeem points. This encourages customer retention, boosts sales, and strengthens brand loyalty. For example, if a customer spends $100, they may earn 10 points, which can la...

Managing financial periods efficiently is crucial for accurate accounting. VinAR-ERP provides three essential tools to streamline financial setup and closure: 1️⃣ Opening Invoice Creator – Records outstanding invoices at the beginning of an accounting period....

The Opening Invoice Creation Tool helps businesses import outstanding sales and purchase invoices when setting up VinAR-ERP. Unlike the general Data Import Tool, this tool focuses on outstanding balances without requiring detailed item data. Why Use This Tool...