Activity Log

Activity log tab is displayed at the end of every field present in side menu and setup menu. By clicking on show button, user can see details of every entry and transaction done by user. These details are also displayed in audit log report. This report can be accessed from reports menu by company admin only.

Mark as Void

• Think you recorded transactions mistakenly wrong, simply you can mark the document as void.
• Only Draft status document will be deleted in Splendid Accounts.
• Once the document has been void you cannot be able to proceed further only you can make a copy and print the document.

Master-group and Sub-group

Add Master group and Sub group

• Once you enable the groups and add a list for them, you can select them on a transaction pages as well that will help you in reporting also
• Master groups and Sub groups feature is allowing you to customized the data or get filtered at reports also.
  You can allow or disallow this feature under settings.

Other Payment​

Create Other Payment​

1. In the left navigation menu, select other payment from Accounts.
2. Click “+Add Other payment” to add new payments.
3. Complete the make payment form.
4. Click “Save and Continue Edit” to save the payment as a draft, or click “Save and Approve” to approve or click “Save and Pending” to mark the payment as pending and enter a new payment or click “Save and New” to record a new payment and save the previous one or click “Save and Close” to close the payment and save the payment in draft status.

Header Fields:

• Other Contact: Enter the name of the contact you would like to do a payment for. If you enter a name that’s not already a contact, Splendid Account adds it to your contact list.
• Account: Select Account in which you want to record the collection of a a particular contact.
• Date: This is set as default to the current date. You can change this also.
• Number: Use Splendid Accounts default numbering sequence or you can add your number sequence by clicking on number code and then a “+ “sign
• Reference: Choose a reference to suit your company. Later, you may want to search for your payment using your chosen reference.
• Master Group: This field appears only if you have enabled Groups. Groups let you customize the payment in many ways.
• Currency: If you have a Business Edition plan with multi-currency, you can select a foreign currency contact that you’ve already added, you can edit the exchange rate if required. If you entered a default currency contact , it automatically displays.
• Exchange Rate: This field will display if you select a contact of such currency that is different from your company’s currency so that you have to provide an exchange rate for the particular contact .

Line Item Fields:

• Payment mode: Select the payment mode by which you have to do payment from your contact . Different payment modes could be selected against a single contact .
• Accounts: Must be mandatory to select your accounts against payment mode in which account you would receive payment from your contact .
• Document Number: Entered the document number for record of your account. Must be mandatory to enter the draft number against Cheque, Draft, and Direct Deposit payments.
• Detail Group A: This field appears only if you have enabled Groups. Groups let you customize the payments in many ways.
• Detail Group B: This field appears only if you have enabled Groups. Groups let you customize the payments in many ways.
• Amount: Enter the amount you have to collect from your contact . He can either pay the full amount or partial amount accordingly

Account adjustments

Splendid Accounts has an account adjustment (optional) field in other payment screen to adjust your expenses or extra expenses like Add shipping charges of your products or services that your contact has to pay to you.

Branch Work​

• Add/Manage Customers branch-wise.
• Add/Manage Employees branch-wise.
• Add/Manage Cash Accounts branch-wise.
• Add/Manage Warehouses branch-wise.
• Add/Manage Sales geography branch-wise.
• Add/Manage Group Settings branch-wise.
• Add/Manage Sales person branch-wise.
• Add/Manage Users branch-wise.