Comments and Attachments

• Enter as much text as you’d like to add notes for any transactional documents.
• Add an attachment or browse the file you can add in the document, not more than 5 MB file. File type are(jpg,jpeg,png,docs,xlxs,xls,csv)

Make a Copy

• Generate a copy of the same transaction in the current date.
• Copy transaction converts into a new document as Draft status, you can change the fields as per requirement.

Revise/ Edit Transaction

• If you have missed or want to change the transaction detailed you can easily  revise the approved transaction and edit as per your requirement.

How Document PDF’s Work

Overview

 
The information on a document, PDF is generated from what you’ve entered in your document.

The following information may show on your document PDF if you’ve updated your Vendor/Customer contact details and company details in Splendid Accounts.

• Title: The default titles is Document name with your company name and Company Logo.
• Contact Details: These details are based on Vendor/Customer information in Splendid Accounts. If you have entered the vendor/customer address, phone number, NTN and CNIC in information, it also is shown underneath the company information in PDF.
• Logo: If you have added your company logo, it will also display in the left top corner of the PDF.
• Dates,Proposed number, Reference: These field displays also displays in transaction document PSF’s.
• Company address: If you have added your address, phone number, company NTN, and STN in company information under company setting will also display the right top corner of the PDF.

User Security Role

Purchase Return

Overview:

If you’re adding or editing the return, here’s some guidance on entering information into the fields.

Create Return document

1. In the left navigation menu select Sale/Purchase return.
2. Click “+Add return” to add a new return.
3. Complete the return form.
4. Click “Save and Continue Edit” to save the Return as a draft, or click “Save and Approve” to approve or click “Save and Pending” to mark the Return as pending and enter a new Return or click “Save and New” to record a new Return and save the previous one or click “Save and Close” to close the Return and save the return in draft status.
5. Add overall discount as per Customer/Supplier agreement in Return.

Return fields and their description

1. 1. Contact: Enter the name of the customer/supplier you would like to order products from. If you enter a name that’s not already a contact, Splendid Account adds it to your new contacts.
   2. Date: This will default to today’s date. You can change this also.
   3. Proposed number: Use Splendid Accounts default numbering sequence or you can add your number sequence.
   4. Warehouse: Select the warehouse from which warehouse the inventory you will return.
   5. Reference: Choose a reference to suit your company or your supplier. Later, you may want to search for your purchase return using your chosen reference
   6. Group: This field appears only if you have set up Groups. Groups let you customize the differentiate of your purchase return from different groups.
   7. Consignment: Add a consignment number to record from against which consignment good return has been recorded.
   8. If you have a Business Edition plan with multi-currency, you can select a foreign currency vendor that you’ve already added, you can edit the exchange rate if required
   9. Add Quick/Scan Product: You can also Scan your multiple products directly from the Barcode scanner or enter a product name or Product number through the Add Quick product box.

   

Copy comments for Purchase Return

Splendid accounts is now offering an option under company settings to copy comments from purchase order to good receiving, good receiving to purchase invoice and onwards.

Displaying break up of all taxes in overall tax amount

Tax amount that has been added in line item is displayed separately in overall amount. You can see this on every screen where tax is applied on amount in line item.

Shipping Charges

Shipping charges field is present where overall amount is displayed. Here user can enter shipping charges for every record in which it is required.

Tax in New Transaction

1. In a transaction, you can add a tax on a product after selecting a product in a line item.
2. Select tax by clicking “Add Tax” in the amount column.

1. 1. Select Tax which is appropriate for the product.

   

   1. You can apply multiple taxes on a single transaction on different prices as shown in the above image.
   2. Save the transaction once get completed.