The General Ledger module serves as the central hub for managing your organization’s financial records with precision and efficiency. It offers a comprehensive GL code inquiry with drill-down functionality, allowing users to trace transactions to their source for clear and accurate financial oversight.

The module supports both current and prior month journals, enabling seamless review and reconciliation of financial activity. Features like standard monthly journals and auto-reversal journals simplify recurring and corrective entries, while the ability to import GL journals enhances efficiency by integrating external data directly into the system.

To ensure your ledger remains streamlined and relevant, the module includes tools for GL code supersession and merging, allowing you to consolidate or update codes without losing historical data integrity.

Detailed General Ledger Management Reports and Standard GL Analysis Reports provide valuable insights into your financial performance, making it easier to analyze trends, identify discrepancies, and support strategic planning.

The Cashbook module streamlines cash flow management by offering a centralized solution for handling all bank-related transactions with precision and ease.

Manage multiple bank accounts effortlessly, ensuring accurate tracking and reporting across all financial institutions. The module supports journal batches, allowing you to process and record cashbook entries in bulk, reducing manual effort and increasing efficiency.

Simplify recurring payments with recurring stop order batches, automating repetitive transactions to save time and reduce errors. For seamless liquidity management, the module facilitates inter-bank transfers, enabling quick and accurate movement of funds between accounts.

The bank statement import and allocation feature further enhances efficiency by allowing you to upload electronic bank statements and automatically allocate transactions. This minimizes manual intervention, ensuring your cashbook remains up-to-date and reconciled with your bank accounts.

The Debtors module is a powerful tool for managing customer accounts and ensuring effective credit control. With a comprehensive account inquiry and drill-down functionality, you can access detailed transaction histories and trace activity to its source for precise account management.

Track your sales team’s impact with rep performance tracking, providing valuable insights into individual and team performance. Manage customer payments efficiently through features like journal, receipt matching, interest, and write-off batches, ensuring streamlined processing and accurate account updates.

Maintain control over credit exposure with credit limit controls, including the ability to set temporary limits that are automatically reversed, reducing risk while accommodating customer needs. The discount matrix allows for flexible and automated discount configurations, tailored to specific customer or product categories.

Enhance productivity with Admin and Sales To-Do management, enabling your teams to organize tasks and follow-ups effectively. Keep your account data clean and up-to-date with account code supersession and merging, ensuring seamless transitions and maintaining data integrity.

Leverage comprehensive reporting and analysis tools to gain valuable insights into debtor behavior, account performance, and financial trends.

The Sales module streamlines the entire sales process, from initial quotations to post-invoice delivery control. It features quotations with revision tracking, allowing users to manage and update quotes with a full history of revisions. Sales orders can be generated directly from quotes or created manually, ensuring flexibility for various workflows.

Invoicing is made simple with options to create invoices from sales orders or manually, while credit notes linked to invoices provide accurate adjustments with a clear audit trail. The module also supports POD scanning linked to invoices, enabling easy attachment of proof of delivery for efficient record-keeping.

For retail environments, the POS system integrates cash-up processes and automatically matches transactions within the Debtors module. Businesses with multiple entities benefit from inter-company sales functionality, which includes the automatic generation of necessary documentation.

Additional features such as post-invoice delivery control ensure orders are effectively tracked after invoicing, and extensive sales reporting provides the insights needed to evaluate performance, identify trends, and drive strategic decision-making.

The Creditors module provides powerful tools for managing supplier accounts with precision and efficiency. The comprehensive account enquiry with drill-down functionality allows users to trace transactions and access detailed account information quickly and accurately.

Streamline administrative workflows with Admin To-Do management, enabling effective organization and tracking of tasks related to supplier accounts. The module also includes rebate control, ensuring accurate management of supplier rebate agreements and claims.

Keep account structures clean and up-to-date with account code supersession and merging, allowing for seamless updates and consolidations while maintaining data integrity.

Gain valuable insights into supplier performance and financial trends through comprehensive reporting and analysis, empowering informed decision-making and effective supplier management.

The Purchases module is designed to streamline procurement processes and enhance supplier management. It begins with purchase requests, allowing users to initiate and track procurement needs efficiently. PO maintenance provides a centralized system for creating, updating, and managing purchase orders with ease.

Stay on top of timelines with due and expected date management, ensuring procurement aligns with operational requirements. The module supports GRN of PO’s (Goods Receiving), enabling accurate recording of received goods, while GRV linked to GRN (Goods Returns) ensures returns are processed seamlessly and traceably.

For financial accuracy, the module facilitates matching supplier invoices to GRNs, ensuring invoices correspond to received goods for proper reconciliation. Additionally, extensive purchase reporting provides critical insights into purchasing trends, supplier performance, and overall procurement efficiency, enabling informed decision-making and cost control.

The Stock module provides a robust framework for managing inventory across multiple locations and warehouses. With multi-location cost centers and multi-warehousing capabilities, businesses can maintain precise control over inventory distribution and costing.

Organize inventory effortlessly with grouping by code, section, and division, complemented by stock groups with subgroups for deeper categorization. Support for multiple units of measure (UOMs) ensures flexibility in tracking and managing stock quantities. The module also enables SKU code supersession and merging, ensuring streamlined SKU management while maintaining data integrity.

Link inventory to financial systems seamlessly with a matrix for linking SKUs to GL codes, allowing automated and accurate allocation. The module’s flexible price maintenance routines simplify the process of updating and managing pricing structures. Users can access detailed inventory insights through a comprehensive SKU enquiry with drill-down functionality, providing traceability at every level.

Maintain inventory accuracy with a variety of stock adjustment types and efficient stock take processes. Options include cyclical stock takes, conducted manually or using scanning tools, as well as random stock counts for spot-checking inventory. Stock take process management provides a structured approach to ensure all counts are completed accurately and efficiently.

Leverage extensive stock management reporting and analysis to gain critical insights into inventory performance, trends, and variances, enabling informed decisions that optimize stock levels and reduce costs.

The Inter-Company and Inter-Branch Transactions feature simplifies the management of transactions across multiple entities or branches within your organization. It facilitates seamless inter-company sales and transfers, ensuring accurate and efficient movement of goods and services between entities.

With automatic document creation, the feature eliminates manual processing, ensuring that all necessary documentation such as invoices, delivery notes, and receipts are generated accurately and consistently. This not only streamlines operations but also ensures compliance and traceability across all inter-company and inter-branch activities.

Designed for multi-entity organizations, this feature enhances operational efficiency, reduces administrative overheads, and provides clear visibility into inter-company and inter-branch transactions.

The Buyouts module is designed to manage and track custom procurement processes for non-standard inventory items. Each buyout is treated as unique, ensuring tailored tracking and management for specific customer or operational requirements.

With full cradle-to-grave tracking, the module provides complete visibility into the lifecycle of every buyout, from initiation to final resolution. It is fully integrated with the Sales and Purchases modules, ensuring seamless coordination between departments and processes.

Access detailed information about buyouts with the comprehensive SKU enquiry with drill-down functionality, allowing users to trace and manage buyout-specific details efficiently. The module supports multiple buyout adjustment types, offering flexibility in handling changes or updates throughout the buyout lifecycle.

Stay informed with reporting on outstanding buyouts, providing actionable insights into pending or unresolved items to ensure timely follow-ups and resolution. This module streamlines the management of custom procurement, offering precision and control for unique business needs.

The Bill of Materials module streamlines processes for both production and item kitting, offering precise control over the assembly and manufacturing of products. It supports the creation of BOMs, allowing you to define detailed component requirements and assembly instructions for finished goods or kits.

Organize BOMs efficiently through group and type management, ensuring clear categorization for easy tracking and maintenance. The module also enables component supersession, allowing seamless replacement of obsolete or updated components without disrupting workflows.

The MRP and Manufacturing module is a robust solution designed to streamline production processes and optimize resource utilization. Works order maintenance allows for precise creation and management of production orders, ensuring all components and resources are accounted for.

With production planning, businesses can forecast and schedule production activities efficiently, aligning demand with available resources. The module supports issues and returns, enabling accurate tracking of materials consumed and returned during the production process.

Gain valuable insights into operations with activity tracking, allowing real-time monitoring of production progress and resource usage. Additionally, capacity planning ensures that production schedules align with available workforce and machinery, minimizing bottlenecks and maximizing productivity.

This module equips manufacturers with the tools needed to manage production effectively, reduce waste, and ensure timely delivery of finished goods.

The Ecommerce integration seamlessly integrates your online store with Xact ERP, ensuring real-time synchronization of critical data. Inventory levels, product codes, SKUs, and pricing are automatically updated from Xact ERP to your webstore, maintaining consistency and reducing manual intervention.

When an order is placed on the webstore, it is instantly reflected in Xact ERP, with the system automatically creating the order for streamlined processing and fulfillment. This integration eliminates data duplication, enhances accuracy, and ensures your ecommerce operations are fully aligned with your back-office systems.

Designed to bridge the gap between your online and operational workflows, this integration empowers businesses to deliver a seamless and efficient ecommerce experience.

Our APIs provide seamless connectivity between Xact ERP and a wide range of external systems. With a proven track record of successful integrations across various third-party products.

Our robust APIs enable easy integration, allowing Xact ERP to communicate effortlessly with other software solutions. Whether it’s connecting with specialized industry tools, ecommerce platforms, or financial systems, our APIs ensure smooth data flow and operational synergy, empowering businesses to create a truly connected ecosystem.