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ROCKIFYERP KNOWLEDGE BASE

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624 step-by-step guides for everyone who uses RockifyERP at work, from the front desk to the finance office. Pick a topic below, or start with the most popular guides.

Popular: Getting started · Sales invoices · Mobile money payments · Payroll · Stock counts

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624 step-by-step RockifyERP guides in 31 topics, from your first login to closing the year.

Getting started

Log in, find your way around and set up your company.

Users and permissions

Users, roles, permissions and security.

Data import, export and backups

Import from Excel, export, bulk changes and backups.

Accounting setup

Chart of accounts, fiscal year, cost centres and defaults.

Moving to RockifyERP

Migrate from spreadsheets or another system.

Sales invoicing and receivables

Invoices, credit notes, statements and debtors.

Purchase invoicing and payables

Supplier invoices, debit notes and creditors.

Payments and banking

Payments, mobile money and bank reconciliation.

Journal entries and adjustments

Journals, corrections and accounting entries.

Taxes in East Africa and beyond

VAT, eTIMS, EFRIS, VFD and withholding tax.

Multi-currency

USD and other currencies, rates and revaluation.

Budgets, cost centres and dimensions

Budgets and branch-level reporting.

Deferred revenue and expenses

Spread prepaid income and costs over time.

Shareholders

Share register, transfers and drawings.

Financial reports and closing

P&L, balance sheet, cash flow and year end.

Selling

Customers, quotations, orders, pricing and returns.

CRM

Leads, opportunities, campaigns and pipeline.

Buying

Requests, quotations, purchase orders and receipts.

Stock

Items, warehouses, batches, valuation and counts.

Point of Sale

Counter sales, tills and daily closing.

Manufacturing

BOMs, work orders, planning and subcontracting.

Quality

Inspections, goals, procedures and actions.

Projects

Projects, tasks, timesheets and profitability.

Assets

Asset register, depreciation and maintenance.

Support and maintenance

Issues, SLAs, warranties and service visits.

HR and payroll

Employees, leave, attendance and payroll.

Documents and customisation

Numbering, custom fields and forms.

Printing and branding

Print formats, letterheads and reports.

Email, notifications and SMS

Email accounts, alerts and SMS.

Workflows and automation

Approvals, assignment rules and auto repeat.

Integrations

M-Pesa, Google, backups, payments and API.

Need more help?

Can't find what you're looking for? The RockifyERP support team can walk you through it, wherever your business operates.

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