Live management overview from Sales, Work Orders, Purchases, Inventory, Expenses, Payroll and Accounting.
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Financial Overview — Current Month
6-Month Performance
Operational Status
Customer Receivables
Invoice
Customer
WO
Balance
Supplier Payables
PO
Supplier
WO
Balance
Active Work Orders
WO
Project
Due
Status
Low Stock Attention
Material
Stock
Reorder
Work Order Profitability
(material cost uses current inventory average cost)
Work Order / Project
Revenue
Material
Direct Expenses
Total Cost
Profit
Margin
Quotations
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No.
Date
Customer
Project
Total
Status
New Quotation
Line Items
Description / Reference
Unit
Qty
Unit Price
Amount
Subtotal: 0.00
Discount: 0.00
VAT: 0.00
Total: 0.00
Invoices
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No.
Date
Customer
Total
Paid
Balance
Status
New Invoice
Line Items
Description / Reference
Unit
Qty
Unit Price
Amount
Subtotal: 0.00
Discount: 0.00
VAT: 0.00
Total: 0.00
New Customer
New Work Order
Work Orders
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Also created automatically from an Approved quotation — see Quotations.
No.
Date
Customer
Project
Assigned To
Due
Status
Raise Purchase Request
Items Needed
Description / Reference
Unit
Qty
Purchase Requests
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Raised from a Work Order — open Work Orders to start one. No pricing here; that's set when it becomes a Purchase Order.
No.
Date
Work Order
Status
Purchase Orders
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No.
Date
Supplier
Work Order
Total
Balance
Status
Select Items for This Purchase Order
Check the items going to one supplier, then continue — you'll pick the supplier and prices next.
Come back to this same Purchase Request afterward for any remaining items going to a different supplier.
Description
Unit
In Stock
Remaining Qty
Correct Received Costs
Change the unit cost on any line — quantities stay as received. The order's total, the amount owed to the
supplier, the ledger and the stock item's cost are all updated together, and the original posting is kept in the
ledger history as a reversal.
Description
Qty
Unit Cost
Amount
New Purchase Order
Line Items
Description / Reference
Unit
Qty
Unit cost and total will be entered when goods arrive.
New Supplier
Goods Received — Enter Prices
Enter the actual unit cost for each item as supplied by the vendor. Subtotal, discount, and VAT are calculated automatically.
Description
Unit
Qty
Unit Cost
Amount
Subtotal: 0.00
Discount: —
VAT: 0.00
Total: 0.00
User Management
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Name
Username
Role
Status
New User
Audit Log
Date / Time
User
Action
Module
Record
Change Details
Vouchers
No.
Date
Customer
Invoice
Amount
Method
No.
Date
Supplier
PO
Amount
Method
No.
Date
Amount
From Account
To Account
Handed To
Purpose
Recorded By
New Cash Transfer
Journal Entry Preview
Fill in the form above to see the entry.
New Receipt Voucher
Total to Record: 0.00
New Payment Voucher
Select a supplier first.
Total to Pay: 0.00
Inventory
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Item Name
Category
Unit
Stock
Reorder At
Unit Cost
Location
New Inventory Item
Adjust Stock
Transaction History
Date
Type
Qty
Reference
Notes
Notes
Materials for Work Order
Confirm the actual material used for this work order. PR quantity is shown for comparison. Actual Used is deducted from stock as soon as you save this — so Available correctly reflects what's really left for other work orders. If you re-save with different numbers, only the difference moves. If this work order is cancelled, anything reserved here is returned to stock automatically.
Materials
Material
Unit
PR Qty
Available
Actual Used
Variance
Expenses
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Record operating, site and project expenses that are not already processed through a Purchase Order.
If an expense belongs to a project, link the Work Order so it can be included in project-cost and profitability reports.
No.
Date
Work Order / Project
Category
Payee
Description
Amount
Method
New Expense
Employees
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Employee master data and default salary setup. Only Admin can create or edit employee records.
Inactive employees remain in history but are excluded from new payroll runs.
Employee ID
Name
Designation
Department
Phone
Basic
Allowances
Payment
Status
New Employee
Accounting
Financial records are posted automatically from Invoices, Receipts, Purchase Orders,
Supplier Payments, Expenses and Payroll. Manual Journals are Admin-only for corrections
or transactions outside the normal ERP workflow.
Chart of Accounts
Code
Account Name
Type
Opening Balance
Date
Reference
Account
Description
Debit
Credit
By
Date
Reference
Description
Debit
Credit
Running Balance
Code
Account
Type
Debit
Credit
Revenue
Expenses
Assets
Liabilities & Equity
Liabilities
Equity
Accounts Receivable — Customer Outstanding
Invoice
Customer
Work Order
Total
Paid
Balance
Due Date
Overdue
Accounts Payable — Supplier Outstanding
PO
Supplier
Work Order
Total
Paid
Balance
Audit & Compliance Check
Checks the whole ledger for exactly why a report might not balance: unbalanced opening
balances, individual transactions that posted mismatched debits/credits, journal entries
pointing at an account code that no longer exists, and documents with no journal entry
at all. Run this any time something looks off — it's read-only and safe to run as often
as you like.
New Account
Manual Journal Entry
Account
Debit
Credit
Reports
Central reporting centre for Sales, Purchases, Projects, Inventory, Expenses and Payroll.
Apply filters, then export the current report to CSV or print it.
Select a report and click Run Report.
Settings
Admin-only ERP configuration. Changes to company details, VAT, currency and document prefix
affect future documents and transactions. Existing historical records are not rewritten.
Company Information
Bank / Payment Information
Financial & System Defaults
VAT and currency changes apply to future transactions. Existing saved documents retain their recorded amounts.
Document Numbering
Example: KTC_QT_0826_001
Changing the prefix affects only newly created documents. Existing Quotation, Invoice, WO, PR, PO,
Receipt, Payment, Expense and Payroll numbers will remain unchanged.
Current Sequence Counters
These counters are shown for reference. The ERP also checks existing document IDs before issuing the next number,
which protects against duplicate numbering.
Master Lists
Enter one value per line. Duplicate entries are removed automatically.
System Information
ERP Sheet Health
Sheet
Status
Data Rows
Payroll / Salary
Monthly salary workflow: Draft → Approved → Paid.
Payroll users can prepare Drafts. Admin approval is required before salary can be marked Paid.
Payroll No.
Month
Gross
Deductions
Net Salary
Status
Prepared By
Record cash/bank advances given to employees here. Outstanding balances are automatically
suggested as a deduction the next time payroll is drafted for that employee — you can still
adjust or clear the suggested amount before saving.
Advance No.
Date
Employee
Amount
Remaining Balance
Method
Status
New Employee Advance
New Payroll
⚠️ Interim run — uncheck employees you want to exclude. You can run another payroll for the remaining employees later this month.
