Form-by-form reference
All forms and reports
This is a new guide organised by screen. It does not replace the chronological role guides in the separate User Guide folder. Screenshots are from Sample Distributors (demo), GSTIN 29AAAAA0000A1Z5, FY 2026-27.
Auth
Sign in, register shop, register consultant, forgot password
Sign in
Form / report: Sign in. Sample Distributors demo shop.
Register shop
Form / report: Register shop. Sample Distributors demo shop.
Register consultant
Form / report: Register consultant. Sample Distributors demo shop.
Forgot password
Form / report: Forgot password. Sample Distributors demo shop.
Home
Dashboard / home grid
Dashboard
Form / report: Dashboard. Sample Distributors demo shop.
Transactions
Sales, purchases, notes, receive, pay, expenses, incomes, contra, journals, opening, adjust
Sales
Form / report: Sales. Sample Distributors demo shop.
Create sale
Form / report: Create sale. Sample Distributors demo shop.
Pending sales
Form / report: Pending sales. Sample Distributors demo shop.
Estimates
Form / report: Estimates. Sample Distributors demo shop.
Purchases
Form / report: Purchases. Sample Distributors demo shop.
Create purchase
Form / report: Create purchase. Sample Distributors demo shop.
Purchase orders
Form / report: Purchase orders. Sample Distributors demo shop.
Credit notes
Form / report: Credit notes. Sample Distributors demo shop.
Debit notes
Form / report: Debit notes. Sample Distributors demo shop.
Receive money
Form / report: Receive money. Sample Distributors demo shop.
Pay money
Form / report: Pay money. Sample Distributors demo shop.
Expenses
Form / report: Expenses. Sample Distributors demo shop.
Incomes
Form / report: Incomes. Sample Distributors demo shop.
Contra
Form / report: Contra. Sample Distributors demo shop.
Journals
Form / report: Journals. Sample Distributors demo shop.
Opening balances
Form / report: Opening balances. Sample Distributors demo shop.
Adjust stock
Form / report: Adjust stock. Sample Distributors demo shop.
Masters
Parties, items, chart of accounts, account groups
Parties
Form / report: Parties. Sample Distributors demo shop.
Create party
Form / report: Create party. Sample Distributors demo shop.
Party catalog
Form / report: Party catalog. Sample Distributors demo shop.
Items
Form / report: Items. Sample Distributors demo shop.
Create item
Form / report: Create item. Sample Distributors demo shop.
Catalog
Form / report: Catalog. Sample Distributors demo shop.
Chart of accounts
Form / report: Chart of accounts. Sample Distributors demo shop.
Account groups
Form / report: Account groups. Sample Distributors demo shop.
Books
Daybook, cash/bank, ledgers, stock books
Day book
Form / report: Day book. Sample Distributors demo shop.
Voucher register
Form / report: Voucher register. Sample Distributors demo shop.
Cash book
Form / report: Cash book. Sample Distributors demo shop.
Bank book
Form / report: Bank book. Sample Distributors demo shop.
Party ledger
Form / report: Party ledger. Sample Distributors demo shop.
Account ledger
Form / report: Account ledger. Sample Distributors demo shop.
Bank reconciliation
Form / report: Bank reconciliation. Sample Distributors demo shop.
Stock register
Form / report: Stock register. Sample Distributors demo shop.
Stock
Form / report: Stock. Sample Distributors demo shop.
Stock ledger
Form / report: Stock ledger. Sample Distributors demo shop.
Stock movement
Form / report: Stock movement. Sample Distributors demo shop.
Batch-wise stock / labels
Form / report: Batch-wise stock / labels. Sample Distributors demo shop.
Low stock
Form / report: Low stock. Sample Distributors demo shop.
Reports
Outstanding through rankings, ageing, stock reports, balance sheet
Outstanding
Form / report: Outstanding. Sample Distributors demo shop.
Trial balance
Form / report: Trial balance. Sample Distributors demo shop.
Profit and loss
Form / report: Profit and loss. Sample Distributors demo shop.
Balance sheet
Form / report: Balance sheet. Sample Distributors demo shop.
Cash flow
Form / report: Cash flow. Sample Distributors demo shop.
Fund flow
Form / report: Fund flow. Sample Distributors demo shop.
Ratio analysis
Form / report: Ratio analysis. Sample Distributors demo shop.
Customers ranking
Form / report: Customers ranking. Sample Distributors demo shop.
Suppliers ranking
Form / report: Suppliers ranking. Sample Distributors demo shop.
Items ranking
Form / report: Items ranking. Sample Distributors demo shop.
Ageing
Form / report: Ageing. Sample Distributors demo shop.
Stock ageing
Form / report: Stock ageing. Sample Distributors demo shop.
Batch-wise stock
Form / report: Batch-wise stock. Sample Distributors demo shop.
Expiry forecast
Form / report: Expiry forecast. Sample Distributors demo shop.
Fast moving items
Form / report: Fast moving items. Sample Distributors demo shop.
Slow moving items
Form / report: Slow moving items. Sample Distributors demo shop.
GST / Compliance
GSTR-1, GSTR-3B, Purchase GST (2B)
GSTR-1
Form / report: GSTR-1. Sample Distributors demo shop.
GSTR-3B
Form / report: GSTR-3B. Sample Distributors demo shop.
Purchase GST (2B)
Form / report: Purchase GST (2B). Sample Distributors demo shop.
Configuration
Settings, voucher types, FY, subscription, users, roles, consultants, hubs
Settings
Form / report: Settings. Sample Distributors demo shop.
Voucher types
Form / report: Voucher types. Sample Distributors demo shop.
Financial years
Form / report: Financial years. Sample Distributors demo shop.
Subscription
Form / report: Subscription. Sample Distributors demo shop.
Users
Form / report: Users. Sample Distributors demo shop.
Create user
Form / report: Create user. Sample Distributors demo shop.
Roles
Form / report: Roles. Sample Distributors demo shop.
Consultants
Form / report: Consultants. Sample Distributors demo shop.
Reports hub
Form / report: Reports hub. Sample Distributors demo shop.
Stock hub
Form / report: Stock hub. Sample Distributors demo shop.