Manage Your Procurement and Invoicing Processes with the Procurement & Invoicing Section

Procurement & Invoicing

To access the Accounting section, follow these steps:

Log in to your account.
Navigate to the sidebar on the left-hand side of the dashboard.
Look for the "Accounting" tab.
Click on the "Procurement & Invoicing" sub-section.

a. Purchase Orders and GRN Access: This section enables you to create purchase orders for your procurement needs. You can also access the Goods Receipt Note (GRN) to verify the received items against your purchase orders and ensure accurate inventory management.
b. Upload Invoices: Here, you can upload your invoices for the purchases made on our platform. This helps in streamlining the invoicing process and ensures accurate financial records.

1.Selecting Country: In the upper right corner of the Accounting section, you'll find a dropdown. This allows you to choose your specific country or region. By selecting your country, you ensure that the financial information displayed is relevant to your location and adheres to local accounting standards.
2.Download Files: This option allows you to download important accounting-related files. Click on the "Download Files" button to access documents, relevant materials. These files are essential for record-keeping and compliance purposes.
3.Procurement Policy: Users can access the Procurement Policy by clicking on the designated button. The Procurement Policy provides essential guidelines and instructions for the procurement process, ensuring that all purchases are made following established protocols and policies.
4.Status: On the page, you will find a dropdown menu labelled "Status." This feature enables you to filter accounting records based on their current status, such as all, approved, under review, or rejected. Select the desired status from the dropdown to view specific transactions according to their status.
5.PO Date and GRN Date: Users can input the Purchase Order (PO) date and Goods Receipt Note (GRN) date by clicking on their respective fields.
By clicking on the Select PO date and GRN date, a popup calendar will appear, enabling you to choose the relevant dates with ease. This feature simplifies the process of inputting specific dates throughout the Accounting section.

6.Search Bar: The search bar facilitates quick and targeted searches within the Accounting section. You can enter keywords related to specific transactions or invoices to find the information you need efficiently.