Home screen
A greeting with firm and role, the owner summary tiles, a help card and frequently used screens.
Captures are from the Android version, taken on an installation where only the Owner dashboard and Accounts screens are enabled; other screens are described in text below. Real values such as company names, amounts, ID numbers and the firm's logo are blurred.
General
Screen list
The menu is built from the screens the firm is licensed for, the firm's own settings and the user's role, and split into groups.
Side menu
The home page and every screen in a side menu, with the firm's own logo and brand at the top.
Search and commands
Type a screen, action or command to jump straight to it. Switching theme or working firm is here too.
Pending items
The bell gathers the user's pending items.
Account menu
User and role, appearance (system, light, dark), switching the working firm, and sign-out.
Owner
Owner dashboard
Cash, bank, cheques and notes, cash flow, bank loans and loan instalments on one board. Each card opens its detail, with a per-company breakdown and monthly charts.
Accounts
Accounts
Accounts are summarised by customer, subcontractor and other groups, with one balance list underneath, search and sorting.
Account card and statement
Movements, current balance and account details; the statement exports as PDF. Tap an invoice to see its lines and summary.
Support and administration
Feedback
Open a support request for a suggestion, bug or question; the reply lands on the same screen.
Users
Managers handle staff accounts and roles in the app; each user is matched to their ERP user number.
Other screens, enabled per firm
These screens exist in the menu catalogue; a firm sees one only if it is licensed and the role allows it.
- Account ReportsAccount balance report per sales rep.
- ReconciliationReconciliation letters per account, as PDF.
- Average Due DateAverage payment term per account.
- Responsibility CentresDefined company accounts and their activity.
- StockProduct records with quantity and price; open a new stock record.
- Equivalent ProductsPairs different brands of the same product.
- QuotesQuote creation with PDF output.
- Pending OrdersOrders waiting to ship.
- Factory Order SuggestionSuggested order quantity per product group.
- Pending WaybillsWaybills not yet invoiced.
- Waybill PricingPrices and approves pending waybills.
- DiscountList price, discount and tax-inclusive price calculator.
- InvoicesInvoices and their lines.
- Incoming DocumentsE-invoices and e-waybills from GİB that are not yet processed.
- Collection ReceiptIssue collection receipts, with PDF output.
- Collection ReportCollection report per sales rep.
- Cards ChargedCard collections charged through the virtual POS.
- Card CollectionsBank deposits after commission.
- Cheques / NotesCheques and notes held and given.
- Cash BookCompany cash movements and counts.
- Profit / LossMonthly net sales, cost and profit.
- CommissionMonthly sales-rep commission.
- Vehicle DispatchDispatch totals by truck plate.
- CatalogsPDF product catalogs.
- MessagesOne-to-one, group and announcement messages.
- Customer AccountsOpens self-service app accounts for customers.