A guide tells you how to do a job. It crosses several screens, in the order you would really do them, and it says what to check when you have finished.
If you want to know what one screen is rather than how to do a job with it, every screen is written down separately.
Banking
Section titled “Banking”- Reconciling your bank statement — Bring your bank statement into Vertex ERP, tick what agrees with your books, and find out what the difference is actually made of.
Being written
Section titled “Being written”These are the next guides, in the order they are being written. They are not here yet, and this page will not pretend otherwise.
| Guide | Covers |
|---|---|
| Raising your first tax invoice | The bill screen field by field, and how CGST+SGST or IGST is decided |
| Setting up your company | The wizard, your GSTIN, and your first financial year |
| Bringing data in from your old software | Your old accounting software, or a spreadsheet |
| Filing GSTR-1 | The pre-filing check, and the file the portal accepts |
| Filing GSTR-3B | Where each figure comes from |
| Reading GSTR-2B against your purchases | What a mismatch means and what to do |
| Backing up, and restoring a backup | Where backups go, and what a restore replaces |
| Taking a backup out before an update | And why a backup from a newer version will not go back |
| Adding a second person | The six roles, and what each one may do |
| Setting up a second PC | One computer holds the books; the others are windows onto it |
| Activating your licence | And moving it to a new computer |
| Vertex ERP will not open | What to try, in order |