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Add Multiple Customers, Vendors and Items with Gridlex Sky Accounting Software
With Gridlex Sky, users can manage and add customers, vendors, and items they deal with in their organization. Gridlex Sky allows users to view the balance receivables/payable, invoices/bills, receipts/payments, credit/debit notes, customer/vendor statements, and customer/vendor wise trial balance for each customer/vendor. They can view the advance and refunds for each customer/vendor wise. Furthermore, users can manage items like inventory, fixed assets, and others in a single place. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 12:05 p.m.
Create Centers, Divisions, and Labels to Better Organize your Business
Gridlex Sky allows you to view transactions, P&L Statements, account balances, and other reports by Center/Division/Label basis. This will help you to gain unparalleled insights to improve the revenue cycle. In addition, users have the flexibility to add sections/objects/fields to the list, which allows them to track the entire revenue & cost cycle in one place. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. How to View Reports by Center/Division/Label Basis Creation of Centers Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Select the “Setting” tab and click on “Manage Centers.” Step 2: Click on the “Settings” tab and go to the Expenses, Accounting & Financials Configuration section. Click on “Manage Centers.” Step 3: Click on “Add/Edit Center Type” to add a center of your choice. Give the Center type name & Center type description. If you want to edit the center type, go to “Center Types” and click on “Edit” to revise the data. In addition, you can add multiple centers by clicking on the “Add Row” button. Step 4: To view the complete list of Centers, click on the “Center List.” Once you have finished viewing the report, you can select the “Download” button to download the report in PDF format. Creation of Labels Groups and Labels Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Select the “Setting” tab and click on “Manage Labels.” Step 2: Click on “Add/Edit Label Group Type” to add a label of your choice. Create a Label Group type name and Label Group type description. If you want to edit the group type, go to “Label Group Type” and click on “Edit” to revise the data. Step 3: Add label groups by clicking on “Label Groups.” Here, create a label group name, label group description, select label group parent, and type, then click on the save button. Click on “Edit” if you want to revise the data mentioned in the Label Group. Step 4: Add a label to your data. To add a label, click on “Add/Edit Label” and save the data once done. You can add multiple labels by clicking on the “Add Row” button. To edit or view the complete list of labels, click on the “Label List.” Users also have the flexibility to update the data mentioned in the labels by clicking on the “Edit” button. Step 5: To view the complete list of Labels, click on “Labels View.” Once you have finished viewing the report, you can select the “Download” button to download the report in PDF format. Manage Divisions Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Select the “Setting” tab and click on “Manage Divisions.” Step 2: Click on “Add/Edit Division Type” to add a division of your choice. Create division type name and division type description. Step 3: Go to “Division Types” to view the list of Division types. If you want to edit the division type, go to “Label Group Type” and click on “Edit” to revise the data. Step 4: Go to “Add/Edit Division, to create/edit the Division name, Division type, and Division parent. Step 5: To view the complete list of Divisions, click on the “Divisions List.” Once you have finished viewing the report, you can select the “Download” button to download the report in PDF format. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. By clicking on the “Create Centers, Divisions, and Label to better organize your business” tab, users can easily navigate to this page without having to scroll through other sections.
Published | Aug. 22, 2023, 11:58 a.m.
Customize Revenue, Cost, and Transaction Templates as per your Business Needs
Gridlex Sky enables users to create custom templates for their company's revenue, cost, and transaction reports. With the help of Gridlex Sky, users can customize the appearance of various sales, purchase and transaction templates as per their business requirements. This can be done by utilizing the pre-loaded templates provided by Gridlex Sky or by creating a brand new one that fits your business needs. In order to do that, users have to identify the specific fields that need to be included in the template. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. How to Customize Revenue/Cost/Transaction Templates in Gridlex Sky? Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Settings” menu and select the “Manage Templates” tab. Step 2: Here, you can view all the past revenue templates you have created. Step 3: To create or edit a new revenue template, click on “Add/Edit Revenue Template. Here, add your template name and select template type i.e, Invoice, Credit Note, Customer Advances. Users can also add custom objects (if any). Step 4: In the Template Section, add standard Fields/Custom fields (if any) related to entity business & set configuration of Show/ Is required/ Print/ Order. Fill in other fields like show transaction currency details (Yes/No) as per business requirements. In addition, select the formats of amount i.e. Recording Currency/ Recording & Reporting Currency. Step 5: In the Organization Section, choose the organization address type & set configuration of Show/ Is required/ Print /Order. Fill in standard Fields/Custom fields & set configuration of Show/ Is required/ Print /Order. Here, users are required to create custom fields from Master Data Management (MDM) & need to map those fields in the invoice template. Step 6: In Item Section, choose item display name, quantity display name, and unit price display name. Fill in all the details like discount/ centers/ divisions/ labels/ accounts/ Expand centers,divisions,labels (Yes/No) etc. After filling in the standard details related to the entity business, users can set configuration i.e. Show/ Is required/ Print/ Order. Step 7: In the Miscellaneous Section, choose Rich Text Editor. Choose the standard Fields/Custom Fields to be shown in the template. Users can customize it according to their entity business and set configuration of Show/ Is required/ Print/ Order. Step 8: In Theme Setting Section, change the tiles of Invoice/bill, Sales/Purchase order, Customer/Vendor advances, Receipts Title, etc as per enterprise names. Choose the theme of your choice for printing. Step 9: Fill Entity address, Entity logo and Signature file. Update/Save it once done with the settings. Step 10: You have successfully created/edited the revenue template. The same procedure is repeated for the cost and transaction templates as well. To view all the cost templates, click on “View Costs Templates”. Step 11: Users can create or edit their current cost templates by clicking on the “Add/Edit Costs Template.” Step 12: To view all the cost templates, click on “View Transaction Templates”. Step 13: Users can create or edit their current cost templates by clicking on the “Add/Edit Transaction Template”. Step 14: Users can also update their existing templates data by clicking on the “Template Data Update”. Here, users are required to add entity address, entity logo, and signature. After finishing, click on “Map” to update the data. By following these steps, you can customize the revenue, cost, and transaction templates in Gridlex Sky accounting software to meet the specific needs of your business. This will help you streamline your accounting processes and make it easier to track and manage your financial data. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to this page without having to scroll through other sections. Click on “Create your Revenue Templates, Cost Templates and Transaction Templates to customize for your business” to edit/add templates quickly and easily.
Published | Aug. 22, 2023, 12:13 p.m.
How to Record the Purchase of a Fixed Asset in Gridlex Sky?
Fixed asset management register allow users to track and manage physical assets such as buildings, equipment, and land. This process includes the acquisition, depreciation, disposal, and maintenance of assets. Gridlex Sky offers a Fixed Asset Management Register which can help users to gain a comprehensive view of every fixed asset that has been owned or built by a company. With the help of Gridlex Sky Fixed Asset Management Register, organizations can keep track of their assets and ensure that they are being used efficiently and effectively. The software will allow users to maintain a record of all the assets, including purchase date, location, and value. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Fixed Asset Management Register in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Settings” tab in the side module bar and select the “Manage Items” option mentioned in the Invoice/Bill section. Step 2: Here, click on Add/Edit Asset Group. Select the asset group of your choice i.e. tangible or intangible, mention the asset group name and parent asset group. Once done, click on the “Save” button. Step 3: To check/edit existing asset groups, click on View Asset group from the top module. Here, you can edit the asset group by clicking on the “Edit” button mentioned in the Action section. Step 4: To manage items, click on the “Manage Items” from the top menu bar. Here, you can view a list of existing items. To create a new item, click on “Add New Item”. Step 5: Here, enter the mandatory fields like the Item Name, Item Type, Item Metric, Item Category, ITC Eligibility, Item Tax Preference, Description (if any), HSN/SAC Code, etc. Note: Item Category should be Fixed Asset. Step 6: In the Parent Section, select the required Item Metrics. Step 7: In the Fixed Asset Section, enter the required information like asset group, nature of asset, fixed asset account, accumulated depreciation account, etc. Step 8: In the Default Accounts Section, enter the required fields like creation debit account, payment credit account, payment debit account, etc. Likewise, fill in the mandatory details in the Bills Defaults section as well. Once done, click on “Create” to save the data. Step 9: Go to the “View Entity Items” tab. Here, users can view a list of all the items. Click on any item name to view more details. Step 10: Cross-examine the details. If there are modifications, fill in the fields wherever the change is required and click on “Update” to save the changes. Step 11: Now, go to “Fixed Assets” in the side module bar. Click on “Add Fixed Asset”. Step 12: Fill in necessary Fixed Asset details like Item Name, Asset Group, etc. Add additional details like Purchase date, quantity, description (if any), etc. Step 13: Add Prior Accumulated Description Details (if any) and Prior Adjusted Amount Details (if any). Once done, click on “Save”. To revise the details, click on “Edit” in the “View Fixed Assets Section”. Make the required changes and “Save” once done. Step 14: To view Fixed Asset Details, click on the “Asset ID”. Users will be redirected to this page. Click on the “ Fixed Asset Linked Entries” to view the linked entries. Note: Users also have the flexibility to edit the details. Click on “Edit” to make required changes. How to Link Entries for the Fixed Asset? Step 1: Go to “Journal'' in the side module bar and select “Add Transaction” tab. Step 2: You can see a few transaction templates like Salary Template, Manual Journal, etc. Click on “Manual Journal” and add the required details. Step 3: Fill in the Transaction Detail Section with required debit and credit transaction entries. You can add multiple debit/credit transactions by clicking on the “Add Debit/Credit Transaction”. Once done, click on “Update” to save the transaction. Step 4: Go to “Fixed Assets” in the side module bar and click on “Asset ID”. Step 5: Click on “Fixed Asset Linked Entries”. Here, you can view all the linked entries. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to account receivable and account payable page without having to scroll through other sections. Click on “Manage Fixed Assets” to directly view the fixed assets data.
Published | Aug. 22, 2023, 1:22 p.m.
How to Manage Print Themes in Gridlex Sky?
Follow the steps below to learn how to manage print themes in Gridlex Sky Step 1: Log in to Gridlex Sky and click on the “Accounting & ERP” button located under the Sky section in the menu bar. Step 2: In the Accounting & ERP section, find the Settings option and click on it. Under Invoices/Bills/Transactions Section choose "Manage Themes." Step 3: In the Manage Themes section, you will see a list of predefined (Standard) templates. You have two options: To use a predefined template, simply select the one that suits your needs. To customize a template, choose the "Clone & Edit" option for the template you want to modify. Step 4: If you decide to clone and edit a template, you will be directed to the editing interface. Here, you can modify various aspects of the template, such as the layout, fonts, colors, and content. Make the necessary changes according to the specific requirements of your company. Step 5: Once you have finished editing the template to your liking, you have a few options: To publish the changes and make the modified template live, click on the "Publish" button. The updated template will now be applied to your print themes. If you're not ready to publish yet and want to save your progress, you can use the "Save" option. This allows you to come back and continue editing later. To preview how the changes will look before publishing them, click on the "Preview" option. This will show you a preview of the modified template, helping you ensure everything appears as desired. To reset the recently published version, click on the “Reset” option. By following these steps, you can effectively manage print themes in Gridlex Sky and customize them according to your company's specific requirements. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 8:48 a.m.