FiniteERP · Complete manual

FiniteERP — every module, feature and function

The full reference for FiniteERP: 13 domains, 100+ modules, step-by-step guides and the rules that matter. Every functional area is built above 90% coverage for the SMB and mid-market, on a single double-entry accounting core.

13 domains100+ modules>90% coverage eachIndia-first GST & TDS

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Financials & Accounting

A full double-entry general ledger (Tally-style) with enforced balancing. Every sub-ledger transaction — invoices, payroll, expenses — posts here automatically, so the books stay live and always tie.

Modules & functions

Module	What it does
Ledger groups & Ledgers	Chart of accounts as a tree (Assets, Liabilities, Income, Expense); each ledger carries a running balance.
Vouchers & Voucher entries	Double-entry journals (Payment, Receipt, Journal, Contra). Each line is a debit or credit; posts only when debit equals credit.
Finance entries	The consolidated posting stream that every module writes into.
Invoices & Invoice items	Customer billing. On Sent it emails the customer and posts Dr Debtors / Cr Sales / Cr GST.
Payments & Bank transactions	Record receipts and payments; import and reconcile bank statement lines.
Recurring invoices	Auto-generate invoices on a schedule.
Budgets	Budget-vs-actual by ledger and period.
Cost centres & Branches	Tag postings by cost centre and branch for segmented reporting.
Fixed assets	Asset register with depreciation schedules.
Revenue schedules	Deferred revenue recognised over time (Dr Deferred Revenue / Cr Sales).
Consolidation	Multi-entity roll-up across organisations.
Period close	A checklist to lock an accounting period.
Credit limits	Flags customers who exceed their credit limit.
Subscriptions	Recurring billing with MRR and ARR tracking.

How to

Post a journal voucher

Open Vouchers and choose New, then a type (Payment / Receipt / Journal / Contra) — a number is assigned and it is Draft.
Add voucher entries: one ledger line per debit or credit.
When debit equals credit, set it to Posted.

Enter opening balances

Create the ledgers you are opening.
Post a Journal voucher dated the first day of the period.
Debit the assets and credit the liabilities and equity so the entry balances.

Reconcile a bank statement

Import or add Bank transactions for the account.
Match each line to a payment or receipt.
Post any unrecorded charges as vouchers so the ledger balance ties to the bank.

Read your books

Open Accounting (Tally) and pick a report tab (Trial Balance, Profit & Loss, Balance Sheet, Day Book).
Set the From and To dates and click Apply.
Trial Balance and Balance Sheet show as-on the To date; P&L and Day Book show the period.

Key rules & tips

A voucher posts only when total debit equals total credit and is greater than zero.
Invoices (Sent), payslips (Paid) and expense claims (Approved) post to the ledger automatically — manual vouchers are only for journals, opening balances and contras.
If the Trial Balance does not tie, look for a posted voucher later edited out of balance (the system auto-returns such vouchers to Draft).
Trial Balance and Balance Sheet are as-on the To date; Profit & Loss and Day Book cover the period range.

India Tax & Compliance

GST and TDS compliance built in for Indian businesses — e-invoicing, e-way bills, and statutory returns, all wired to the same documents you already raise.

Modules & functions

Module	What it does
E-invoices	Generate a GST e-invoice with IRN and QR code from any sales invoice.
E-way bills	Create e-way bills for the movement of goods.
GST reports	GSTR summaries and return-ready figures.
Tax declarations	Employee tax declarations that drive TDS.
Compliance items	Track statutory tasks and deadlines.

How to

Generate an e-invoice

Open the sales invoice and set it to Sent.
Trigger e-invoice — the IRN and QR are returned and stored on the invoice.
Print or share; the QR is embedded for the buyer to verify.

Raise an e-way bill

Open the invoice or delivery note for the consignment.
Create the e-way bill with transport and vehicle details.
Carry the generated number with the goods.

Deduct and file TDS

Employees file Tax declarations that set their regime and exemptions.
TDS auto-deducts inside each payslip when payroll runs.
Pull 24Q and 26Q figures from GST reports and tax reports for filing.

Key rules & tips

GST and email triggers fire once, on the status change — fill the customer email so the e-invoice actually reaches them.
An e-way bill is required above the state threshold for the movement of goods.
TDS deducts inside the payslip automatically; a valid tax declaration reduces the deduction.

Procure-to-Pay

The full purchasing loop from a request to a matched, posted vendor bill, with a read-only vendor self-service portal.

Modules & functions

Module	What it does
Vendors	Supplier master with contact, tax and payment terms.
Purchase requisitions	Internal requests that start the buying process.
RFQs	Request quotes from vendors and compare.
Purchase orders	Approved orders sent to the vendor.
Goods receipts	Record what physically arrived (GRN).
Vendor bills	Supplier invoices, matched before payment.
Debit notes	Returns and adjustments to the vendor.

How to

Run a 3-way match

Raise a Purchase order for the vendor and items.
Record a Goods receipt when stock arrives.
Enter the Vendor bill — the system matches PO, GRN and bill before it posts to the ledger.

Requisition to PO

A team member raises a Purchase requisition.
Turn it into an RFQ to compare vendor quotes.
Approve the best quote into a Purchase order.

Handle a short shipment

Record the Goods receipt for the quantity that actually arrived.
Raise a Debit note to the vendor for the shortfall or return.
Match the reduced Vendor bill.

Key rules & tips

The 3-way match blocks payment until the PO, GRN and bill agree — fix the mismatch, do not override it.
Debit notes handle returns and short-shipments back to the vendor.
Share the vendor portal link from the Procure-to-Pay cockpit; vendors then see only their own POs and bills, read-only.

Order-to-Cash & CRM

From a lead to invoiced cash: CRM pipeline, CPQ quoting, orders, commissions, and a customer self-service portal with online payment.

Modules & functions

Module	What it does
Leads, Accounts, Contacts	The CRM master data — capture, qualify and convert.
Activities & CRM pipeline	Log calls, meetings and tasks; drive deals across stages.
Quotations & Price lists	CPQ quoting; discounts over 15% route for approval.
Sales orders	Confirmed orders, auto-convertible to invoice.
Sales returns	RMA and credit handling.
Sales commissions	Commission calculation on closed sales.
Campaigns	Attribute leads to marketing sources.

How to

Build a CPQ quote

Open Quotations and choose New for the account.
Add items — prices pull from the price list; a discount over 15% is flagged for approval.
Send the quote once approved; the customer accepts.

Convert quote to cash

From the accepted quote, auto-convert to a Sales order.
Convert the order to an Invoice; set Sent to email and post it.
Share the customer portal link so they can view and pay online via Razorpay.

Set up a price list

Open Price lists and create one for the segment or currency.
Add items with their prices.
Attach it so quotes for those customers price automatically.

Handle a return (RMA)

Open Sales returns and create one against the original order.
Record the items coming back.
Issue the credit; stock and the ledger adjust.

Key rules & tips

A discount over 15% routes for approval before the quote can be sent.
Always set a next action on a lead — empty next steps are how leads go cold.
The weighted forecast is value multiplied by probability — keep both honest.

Inventory & Warehousing

Stock accuracy from bin to balance sheet: bins, picks, cycle counts, batch/serial tracking and MRP.

Modules & functions

Module	What it does
Inventory items	Item master with quantity, reorder level and valuation.
Warehouses & Warehouse bins	Location hierarchy down to the bin.
Stock picks & Delivery notes	Pick, pack and ship against orders.
Cycle counts	Periodic counts and adjustments; supports ABC analysis.
Stock batches	Batch, serial and expiry tracking.
Stock movements	Inward and outward postings; reversible, not editable once posted.

How to

Move stock correctly

Add Inventory items with quantity and reorder level.
Record inward or outward with Stock movements.
To fix a mistake, post a reversal — posted movements cannot be edited.

Plan with MRP

Open Inventory Planning and run MRP — it explodes the BOM and finds shortfalls.
Review make-vs-buy on each shortfall.
Create orders: draft POs for buy items, manufacturing orders for make items.

Do a cycle count

Open Cycle counts and start a count for a bin or ABC class.
Enter the counted quantities.
Post the adjustment — the variance corrects on-hand stock.

Key rules & tips

Posted stock movements cannot be edited — post a reversal to correct a mistake.
The dashboard flags low-stock items and pending purchase orders.
MRP is a single-level BOM explosion; run it, then create the orders from the shortfalls.

Manufacturing & PLM

Make-to-order production with routings, subcontracting, costing variance and engineering change control.

Modules & functions

Module	What it does
Manufacturing orders & BOM items	Production orders and their bill of materials.
Work centres & Routings	Capacity and the operation sequence.
Job-work orders	Subcontracting / job-work (India).
Production costing	Standard-vs-actual cost with variance.
Product revisions & Engineering changes	PLM: product revisions and ECO control.
Quality checks	QC gates on production.

How to

Create a manufacturing order

Open Manufacturing orders and choose New for the product and quantity.
Confirm the BOM and routing; the system loads work-centre capacity.
Run it; production costing captures the variance vs standard.

Subcontract a job

Create a Job-work order for the operation and vendor.
Issue the material — it stays your stock at the vendor.
Receive the finished part back and record the job-work cost.

Raise an engineering change

Open Engineering changes and describe the change.
Link the affected product revision.
Approve to move the product to the new revision.

Key rules & tips

Production costing captures standard-vs-actual variance — investigate large variances.
Job-work orders cover subcontracting; material issued to the subcontractor stays your stock.
A QC gate can hold production until the quality check passes.

HR & Payroll

Hire to retire: ATS, onboarding, payroll with statutory deductions, claims, appraisals and loans.

Modules & functions

Module	What it does
Employees & Salary revisions	Employee master and pay history.
Employee onboarding & documents	Onboarding checklist and document vault.
Holidays	Holiday calendar used by payroll and leave.
Job openings, Candidates, Offers	The applicant-tracking (ATS) pipeline.
Payroll runs & Payroll slips	Generate slips for the period; Paid emails and posts to the ledger.
Expense claims	Reimbursements that post to the GL on approval.
Appraisals	Goals and performance reviews.
Employee loans	Loans with EMI recovery.
Trainings	LMS-style training enrolments.

How to

Run a payroll cycle

Confirm each employee has an email and salary.
Create a Payroll run for the period — draft slips are generated for everyone.
Review each slip, then set Paid to email the employee and post Dr Salaries / Cr Bank.

Hire through the ATS

Post a Job opening.
Move Candidates through the pipeline stages.
Make an Offer; on acceptance, onboard them as an Employee.

Process an expense claim

The employee logs an Expense claim.
A manager approves it.
On Approved it posts to the ledger and flows into reimbursement.

Key rules & tips

Employees need an email and a salary set before payroll can generate their slip.
Expense claims post to the GL on Approved; payslips post on Paid.
Employee loan EMIs recover automatically each cycle.

Projects & PSA

Deliver and bill client work profitably: milestones, resourcing, timesheets and project billing.

Modules & functions

Module	What it does
Projects & Project cards	The project master and a drag-and-drop planning board.
Project milestones	Deliverables with dates and dependencies.
Resource allocations	Assign people and track capacity.
Timesheets & Expenses	Hours (hours x hourly cost) and project spend that tally against budget.
Project billing	Milestone and time-and-materials billing to invoice.

How to

Track cost vs budget

Create a Project with a budget.
Staff log Timesheets and Project expenses.
Open Reports and Cost Analysis for budget-vs-actual, spend-by-category and labour-by-employee.

Allocate resources

Open Resource allocations for the project.
Assign people and their planned hours.
Watch capacity so no one is over-booked.

Bill a milestone

Mark the milestone complete.
Open Project billing and generate the bill.
Convert it to an invoice for the customer.

Key rules & tips

Timesheet amount equals hours multiplied by the employee hourly cost — set the hourly cost on the employee record.
Profitability is billing minus labour and expense, measured against the budget.
Use the planning board to drag project cards across Backlog to Done.

Service, Field Service & Maintenance

Support and asset uptime: SLA-timed tickets, knowledge base, CSAT, field dispatch, contracts and preventive maintenance.

Modules & functions

Module	What it does
Tickets & SLA policies	Cases with priority and an SLA breach timer vs ticket age.
KB articles	A reusable knowledge base.
CSAT	Customer-satisfaction capture.
Service jobs & Technicians	Field-service dispatch and scheduling.
Service contracts	Coverage and entitlements.
Maintenance plans	Preventive maintenance that auto-generates work orders.

How to

Resolve a ticket within SLA

Log a ticket with a priority — the SLA timer starts.
Attach a KB solution where it fits.
Move the status through to resolved before the timer breaches; capture CSAT.

Dispatch a field technician

Create a Service job for the site.
Assign a Technician and schedule the visit.
Close the job once the work is complete.

Auto-generate maintenance

Set up a Maintenance plan on an asset.
On the due date the plan generates a service work order.
Dispatch a technician to complete it.

Key rules & tips

The SLA timer runs against ticket age — resolve before it breaches; escalation fires on breach.
Preventive maintenance plans auto-create work orders on the due date.
A service contract sets what coverage and entitlements a customer has.

Retail, POS, Logistics & EDI

Sell in-store and online, then ship: point-of-sale, loyalty, storefront, carriers, shipments and EDI documents.

Modules & functions

Module	What it does
POS sessions & POS sales	Open a till session and ring up sales.
Storefront products	Publish a catalog for online sale.
Loyalty members	Points and loyalty tracking.
Carriers & Shipments	Transport management (TMS-lite): carriers, shipments, freight.
EDI docs	Import and export standard trading documents.

How to

Sell at the POS

Open a POS session for the till.
Add products and take payment.
Close the session — sales post to the ledger and reduce stock.

Publish a storefront product

Open Storefront products and add the item.
Set price, images and availability.
Publish it to the online catalog.

Create a shipment

Pick a carrier.
Create a shipment against the order.
Track freight and delivery status.

Key rules & tips

A POS session must be closed to post its sales to the ledger and reconcile the till.
Loyalty points accrue per qualifying sale.
EDI documents import and export in standard formats for trading partners.

Business Intelligence & Reporting

Turn the data into decisions: data-cube pivots, saved and scheduled reports, XLSX export and a local AI assistant.

Modules & functions

Module	What it does
Saved reports & Reports	Save and re-run reports; schedule them.
Dashboard widgets	Configurable BI dashboards and cockpits per domain.
Data exports	Bulk and GDPR data export.
Data cube	Month-by-metric pivots for ad-hoc analysis.
Global search & XLSX export	Ctrl-K search across the tenant; export any grid to XLSX with native charts.

How to

Build a data-cube pivot

Open BI and the Data cube.
Choose the metric and the month axis.
Read the pivot, or save it as a report.

Export with charts

Open any module grid or a financial report.
Choose Export to XLSX.
The workbook downloads with native charts embedded.

Schedule a saved report

Build and save a report.
Set a schedule and recipients.
It runs and delivers automatically.

Key rules & tips

Ctrl-K opens global search across the whole tenant.
Any grid or financial report exports to XLSX with native charts embedded.
Each domain has a cockpit dashboard with its own KPIs and charts.

Platform, Automation & Extensibility

Make the ERP yours and automate the busywork: custom fields, API and webhooks, approvals, e-signature and self-service portals.

Modules & functions

Module	What it does
Custom fields & values	Low-code fields added to any module without touching the core form.
Workflows, Approval chains & Field rules	Automation: approvals, rules and multi-step workflows.
Webhooks & Connectors	Public REST API with keys, outbound webhooks (with retry) and connectors.
E-sign requests	In-app e-signature with a captured signature, signer and audit trail.
Portal links	Opaque, account-scoped customer and vendor self-service portals.
Letters & Documents	Mail-merge letters and a document store.

How to

Add a custom field

Open a record and the Custom tab.
Define the field; it is stored separately from the core form.
It now captures on every record of that module.

Publish an API key and webhook

Open Platform and create an API key for the integration.
Register a webhook URL for the events you want.
Failed webhooks retry automatically.

Send a document to e-sign

Open the Platform cockpit and choose send-for-e-signature.
Share the opaque link with the signer.
They type their signature; the request is marked Signed with signer, date and IP.

Key rules & tips

Custom fields are additive — they never change the core create form.
Portal links are opaque and account-scoped; nothing is exposed until you generate one.
Razorpay invoice payments are owner-gated — the owner sets the key secret to activate them.

Administration & Security

Control access and keep the data safe: role-based permissions, audit trail, soft-delete recovery, calendar and backups.

Modules & functions

Module	What it does
Users & Roles (RBAC)	Seven roles gated by plan; owner and admin get full access, members a working set.
Audit logs	An append-only trail of who changed what.
Approvals	A central approvals inbox.
Soft-delete recycle bin	Deleted records are recoverable, not gone.
Calendar	Events with recurrence, invites and ICS export.
Backups & Tenants	Per-tenant, schema-isolated data with automated backups and DR.

How to

Invite a user and set access

Open Admin and Users, then invite by email.
Set the role — modules gate by role and by plan.
Grant the specific apps and modules they should reach.

Restore a deleted record

Open the recycle bin.
Find the soft-deleted record.
Restore it — nothing is truly gone until the bin is purged.

Key rules & tips

Roles gate modules; role intersected with plan decides what a user actually sees.
Nothing is truly deleted until the recycle bin is purged — restore from there.
Every organisation is schema-isolated; data never crosses tenants.