- Rate Difference is the Deviation Occurring Between The Rate Requested in the PO and the Rate Provided by the “Supplier“/”Vendor” That has been Mentioned While Recording GRN Whereas the PO Rate Difference Means the Deviation Occurring Between Rate Requested in The PO and the Rate Profiled With Its Supplier in The Price Profile Option.
How To's
- Getting Started
- What is Xserp?
- What are the system Requirements for Xserp ?
- Is Xserp made for any special business?
- Which Industry can use Xserp?
- Will Xserp work on my Apple Mac?
- Can I access Xserp on my mobile phone or tablet?
- I did not receive GSTIN. Can I use Xserp till I receive the GSTIN?
- How do I enable GST in Xs Erp?
- Is Data Secured in Xserp?
- Can Auditor’s use Xserp?
- How do I create and manage multiple organizations in Xs Erp?
- I created two organizations under different email accounts.How do I bring both the organizations so that I can manage them under a single account?
- Can I access Xserp offline?
- Can we access Xserp data remotely?
- Am I entitled to software updates/upgrades and how do I upgrade?
- Does Xserp support Inventory also?
- Do we have Sales & Purchase Management in Xserp?
- Can we get Accounts Receivables (AR) and Accounts Payables (AP)?
- Do we have inventory in Xserp?
- Do we have payroll?
- Does Xserp Include HR Module?
- Can we create multiple users in Xserp?
- How many remote users can use Xserp?
- Is Cheque Management available in Xserp?
- Can we maintain complete Financial Accounting in Xserp?
- Can we issue Debit note and Credit Note in Xserp?
- Does Xserp have Post-dated Voucher Management system?
- Can I record a negative bill in Xs Erp?
- What are some of the reports available in Xserp
- Can we maintain Sales related reports?
- Can we do multi-currency in Xserp?
- Does Xs Erp Invoice support barcode scanning?
- Does xserp allows different languages?
- Can I provide an item name in various languages?
- I want the contents of an invoice to be displayed in my language. Is it possible?
- How do I make my company’s logo visible on all my invoices?
- How do I add multiple logos for my organizations?
- How to reset forget password?
- When do I get in-app notifications in Xs Erp?
- Is it possible to change the email address?
- How can I associate unique templates to my customers/vendors?
- How do I display my vendor/customer’s GSTIN in their transaction?
- How do I change the date format for my organization?
- Can I track the notification emails sent to my customers?
- Can we use an external SMTP to send emails from Xs Erp Invoice?
- How do I enable Two Factor Authentication for my Xs Erp Invoice account?
- How do I change the primary email address that is used to access my Xserp account?
- Can I download a copy of my data?
- Does Xserp support Purchase Order Management?
- Can we post queries directly to Xserp?
- Can we maintain and generate report for more than one year data without splitting the data in Xserp ?
- Can I reset my organization?
- How do I delete my account?
- What are the valid codes for states and union territories?
- Profile
- How can I add customer/supplier to my xserp account?
- How can I edit a supplier/customer details?
- Can I upload my party details in bulk?
- Is there any sample file for party bulk upload?
- How can I add new fields to my customers/vendors?
- Where do I enter the GST information of my customers/vendors?
- How many contact persons can I add to a customer?
- How do I add a secondary email address to my customers?
- Can I have duplicates of customers/vendors with the same display name?
- How can I import selective accounts/customers/vendors into Xserp?
- How can I list out all my party in one window?
- Can I filter my customer/supplier list?
- How can I download my party details?
- How can I assign alternate billing and shipping address for a customer/vendor?
- If I modify the address of my customer, will that reflect in the invoices created for this customer?
- How can I merge customers?
- Can I delete a customer?
- How can I add a material?
- How can I upload my material list in bulk?
- What are the quantity codes for various Units?
- Can I add makes/Brand of the material ?
- What is the price(store value) for?
- How to add new category for my materials ?
- Can I upload images and add SKU information to my items?
- Can I delete an item? It shows me an error message when I try.
- How do I add a new tax?
- Accounts
- Can I Pay a Bill Partially?
- How do I record partial payment against an invoice?
- How can I record multiple invoice payments at once?
- How to pay for bills via check?
- How do I record an advance payment from my customers and apply them to their future invoices?
- How can I record a refund for advance payments I’ve received?
- How do I handle bounced checks in Xs Erp?
- Where do I find the check number?
- How do I reverse a journal entry in Xs Erp?
- How can I record a refund for advance payments I’ve received?
- How can I account for extra bank charges in Xs Erp such that my transactions match their respective bank payments?
- How do I configure my chart of accounts?
- Where can I enter the tax withheld while recording payments?
- Can I pay expenses via check?
- Can I delete my bank account in Xs Erp?
- Why should I reconcile bank statements?
- How do I match a transaction with multiple customer payments?
- How do I match a downloaded bank transaction with multiple categories of transactions?
- What is GSTR-1?
- GSTR1 Sales report
- GSTR1 Purchase report
- GSTR2 Purchase report
- How do I find the outstanding amount that customers owe me?
- Where can I find my yearly income and expenditure?
- Do my customers’ balances get carry forwarded to the next financial year automatically?
- couldn’t see the correct amount which I had entered as the opening balance? What could be the reason?
- I have taken a loan of $30,000 to buy a car for my organization. Every month I pay $750 (interest + Principal). How do I record and track this loan and interest in Xs Erp?
- What are the documents that I should send to my accountant to file my taxes?
- Inventory
- What is an issue? When should I create an issue?
- How to create an Issue?
- How to add bulk materials in issue?
- Difference between issued for and issued to?
- I need to add some additional information about a material while issuing, how to do it?
- I do not have sufficient quantity of material , can I issue that material?
- What is meant by internal receipt?
- How to create an Internal receipt?
- How to check the received material against an Issue?
- What is an Indent?
- When should I create an Indent?
- How to create an Indent?
- I want to create an indent for a material which I haven’t profiled yet? How to make it? Will that affect inventory?
- What is the project tab for?
- Can I add more categories in the Indent type?
- What is Goods Receipt(GRN)?
- When should I create a GRN?
- Can I record a GRN for a Non Stock Material?
- How do I bill partially from a purchase order? How do I create a single bill from multiple purchase orders?
- How do I add attachments to bills?
- I did not create a PO, can I inward a material through GRN? Will that effect in accounts.
- What is the difference between recording a bill and recording an expense?
- Why can’t I auto generate bill numbers in Xserp?
- What does partially billed mean?
- We do not maintain the Gate inward number, can I remove it from Mandatory?
- How do I generate a delivery note in Xserp?
- Difference between Delivery challan and Job work DC?
- I do not want to enter my rates in DC, what should I do?
- Can I modify my DC template?
- How to check my Stock Report?
- I can see few materials do not list out in the generated stock report. Why?
- What is a Shortage list?
- How can I generate a Shortage list report?
- Can a bill number be repeated in Xserp?
- How do I get the exact value of the goods in my Inventory?
- purchase
- When do I need to create a purchase order?
- How to create Purchase Order?
- What is a Quick PO?
- How to create a Quick PO?
- How do I specify the expected delivery date of a purchase order?
- Can I edit my PO?
- What does each status of the PO specifies?
- What is the Job order?
- How do I add attachments to bills?
- How do I check the indent that is waiting to create PO?
- How do I check the list of pending PO’s?
- Invoice
- How do I customize my invoice?
- Is it possible to use two different invoices templates? If so, how do I choose them while sending invoices to my customers?
- How can I change my PDF font?
- How do I assign templates for my sales orders/purchase orders/Quotations?
- Would I be able to adjust the column width of the item table?
- How do I add bank details to my invoices?
- I’ve specified a separate shipping address for some of my contacts, it still does not show up in the invoices I send.
- Discounts don’t appear on my invoice PDFs.
- How do I add my organization’s tax information to my invoice?
- How do I add new fields to invoices for specifying additional information (Phone Number, Federal Tax, etc)?
- How can I change the format of my organization address?
- Discounts don’t appear on my invoice PDFs.
- My Invoice status doesn’t show up on my PDF
- I would like to print my invoice in a different size. Can I edit the size of the template so that it can fit on my invoice while printing?
- How do I set the background image in my invoice template?
- How do I add a signature to my invoice template?
- I would like to add additional information about my items and display them on my invoices. How do I do that?
- How do I change the page orientation of my PDF?
- How do I add new fields to invoices for specifying additional information?
- Audit
- What is internal auditing?
- How does internal auditing work?
- How to verify the audit note that has been generated automatically?
- I need to credit my vendor for a bill which has not been paid yet. How do I create a credit note for my vendor?
- What does rate difference means and PO rate difference means as reason in internal auditing?
- Can I view an attached invoice in internal audit as reference?
- How can I apply vendor credits to a bill?
- When do I need to use a credit note?
- How do I delete a credit note that has already been closed?
- Can I skip the internal audit ?
- I have not profiled the supplier for my materials, does it reflect in the internal audit?
- When do I need to use a credit note?
- How do I delete a credit note that has already been closed?
- Why should I profile my material to its suppliers ?
- How do I record an asset depreciation?
- How do I record loans and repayments?
- How do I record an expense refund?
- How do I raise an invoice for a billable expense?
- How do I record the refund of the excess payment I had made to a vendor?
- Sales
- What is an Order Acknowledgement?
- When should I make an Order Acknowledgement?
- How to create OA?
- Does making an OA affect the stock?
- How to create Invoice?
- I want to add more than one tax to an item. How do I do this?
- Can I specify item prices in currencies other than my base currency?
- How can I assign alternate billing and shipping address for a customer?
- I would like to provide additional information about my item and display them on my invoices. How do I do that?
- Can I pull multiple expenses to an invoice?
- How can I convert a Quotation into an invoice?
- How do I mark a draft as a sent invoice?
- I want to provide discounts at invoice level. Can I?
- How to download the PDFs of all the invoices in bulk?
- How can I adjust my invoice total to include any miscellaneous cost?
- How do I add additional cess to the existing taxes while creating an invoice for demerit or luxury goods?
- Will sales orders affect my inventory?
- How do I display my customer’s tax information on my invoice?
- How do I apply SGST, CGST & IGST to my transactions?
- I would like to provide additional information about my item and display them on my invoices. How do I do that?
- Can I pull multiple expenses to an invoice?
- Can I specify item prices in currencies other than my base currency?
- How to create an invoice for the goods that have already been received?
- When do I need to record a Sales Return?
- How do I enter a Sales Return?
- Does the Sales Return affect the inventory and accounts?
- Can I view the material wise report in Sales?
- What is a Custom Sales Report?
- What are the types of invoice available in Xserp?
- Will tax be calculated for each item when I invoice my customer?
- How do I add attachments to bills?
- How do I add shipping charges to my Invoices under GST?
- How do I provide default customer notes, terms & conditions on my quotation?
- Can accepted quotation be automatically converted to invoices?
- How do I enter the invoice number range in the Documents Issued tab when I have a different series of invoice numbers for goods and services?
- When do I need to create a sales order?
- Can we create recurring invoice in Xserp?
- Human Resource
- Home
- Docs
- How To’s
- Audit
- What does rate difference means and PO rate difference means as reason in internal auditing?