Westford ERP Reference Manual

GENERAL MODULE

• Programmes / Courses
  
  
  1. Programs or Course Register ( Listing page )
  2. Parent Course Settings
  3. Course View & Edit
     
     
• Students
  
  
  1. Students Listing page
     
  2. Students Detail View
  3. General information Tab
  4. Revenue Breakup
  5. Student Receipt View
  6. Students Invoice or Bills
  7. Journal Adjustments
  8. Students Status & Contact details
     
     
• Service Providers
  
  
  1. Service Providers Listing page
  2. New Service Provider Registration
  3. Service Provider Detail View
     
     
• Syncronization / Import from LMS
  
  1. Import process Register
     
  2. Importing JSON Files
  3. Extracting JSON Data files from LMS
     
     
• Student Provisioning
  
  
• Student Dropout
  

FINANCE

• Journals
  
  1. Journal Register page
  2. New Journal Voucher
  3. Editing a Journal
     
     
• Receipts
  
  
• Payments
  
  
• Debit Note
  
  1. Debit Note Listing Page
  2. Debit Note Document Status
     
  3. Create New Debit Note
  4. Credit Note Voucher view
     
  
  
• Credit Note
  
  1. Credit Note Listing Page
  2. Credit Note Status ( Life Cycle Status ) 
  3. Credit Note Detailed View
  4. Credit Note Print
  5. Create New Credit Note
  6. Credit Note Voucher view
     
     
• Petty Cash
  
  1. Petty Cash Listing page
     
  2. Crete new Petty Cash Voucher
     
     
• Contra Entry
  
• Payment Planning
  
• Expense Amortization
  
• Bank Reconciliation
  
• Bank Statements
  
• Revenue Booking
  
• Intercompany Transactions
  
  1. Intercompany register Consolidation
  2. Intercompany Journal Entries
  3. Intercompany Payment Entries
  4. Intercompany Ledgers and Company settings
     

SALES & RETURNS

• Sales  Invoices
  
  1. Invoice / Bill register
  2. Invoice / Bill detail view
  3. Finance Voucher View
  4. Invoice Print View
  5. Document Log
     
     
• Sales Returns
  
  
• Performa Invoice

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