Find answers across EGKits
Search user guides, API references, module walkthroughs, and support articles with intelligent filtering and relevance ranking.
Search Results for "AR"
Found 30 results
AR Document Flow
AR invoice, credit note, and payment lifecycles with statuses and actions.
…Receivable Document Flow Customer receivables documents use AR domain statuses. ETA sent e-invoices are a separate compliance track: ETA Document Flow. Hub: Tar…Core Concepts
Understand tenants, modules, roles, and the EGKits platform architecture.
…epts EGKits is a multi-tenant ERP platform composed of modular business capabilities. Tenants Each organization operates in an isolated tenant with dedicated da…Document Archive Document Flow
Physical document lifecycle — archive, checkout, return, progress, handover.
Document Archive Document Flow Document Archive separates a logical active/inactive flag from physical document state . Lifecycle actions run through DocumentLi…Document Archive
Archive taxonomy, retention-ready organization, and module-linked document storage.
Document Archive Archive taxonomy and retention-ready storage. Overview This guide covers document archive workflows in EGKits SaaS V10. Follow the sections bel…Quickstart
Get productive with EGKits in under 15 minutes.
Quickstart Launch your first EGKits tenant and complete essential setup in minutes. Before you begin - A valid business email address - Your company legal name…Onboarding
Set up your tenant, invite users, and configure roles.
Onboarding Set up your tenant, invite users, and configure roles. Overview This guide covers onboarding workflows in EGKits SaaS V10. Follow the sections below…Data Entry Standards
Consistent master data, naming, and validation conventions.
Data Entry Standards Inconsistent master data causes failed imports, broken integrations, duplicate customers, and unreliable financial reports. This guide defi…Trading Partners
Unified customer, supplier, and partner relationship management across modules.
Trading Partners Unified customers, suppliers, and partner management. Overview This guide covers trading partners workflows in EGKits SaaS V10. Follow the sect…HealthCare Document Flow
Appointment, encounter, order, prescription, and claim statuses.
HealthCare Document Flow Clinical and billing documents use rich status enums mirrored in Blazor (Hc contracts). Status changes go through MudSelect on EntityTa…Target Document Flow
Platform document lifecycle: statuses, transitions, Actions menus, and UI sync across all modules.
Target Document Flow The Target Document Flow is the EGKits platform model for how business documents move from creation through completion: statuses, valid tra…Overview
Documentation hub with quick start, guides, and API reference.
…r the EGKits ecosystem. What you will find here - Getting Started — quickstart, installation, and core concepts - User Guides — step-by-step workflows for every…General Ledger
Chart of accounts, journal entries, and financial statements.
General Ledger Chart of accounts, journals, and financial statements. Overview This guide covers general ledger workflows in EGKits SaaS V10. Follow the section…Material Control Document Flow
Inventory requisitions, issues, transfers, and counts — statuses and actions.
Material Control Document Flow Warehouse documents use Material Control status enums. Some transitions use inline row buttons rather than a full Actions dropdow…Material Control
Warehouse management, stock transfers, and inventory control.
Material Control Warehouse management, stock transfers, and inventory control. Overview This guide covers material control workflows in EGKits SaaS V10. Follow…Todos
Task, kanban, calendar, label, and template workflows for operational follow-up.
Todos Tasks, kanban, calendar, and operational follow-up. Overview This guide covers todos workflows in EGKits SaaS V10. Follow the sections below for setup, da…Search documentation
Full-text search across guides, API references, and support articles.
HelpDesk Document Flow
Ticket status machine, SLA pause rules, and knowledge-base article statuses.
…ed by TicketStatusMachine. The Tickets UI supports list + Board (kanban) , filters, and bulk Assign / Change status . Hub: Target Document Flow. <ul class="egk-…Security Best Practices
Harden tenants, roles, API keys, and audit controls.
…oles, and integrations. This guide defines recommended standards for administrators and security officers. Security principles Principle Application in EGKits -…VMS Document Flow
Trip and maintenance work-order statuses with Start, Complete, Close, and Cancel.
…intenance work orders use status-gated Actions menus. Hub: Target Document Flow. Overview: Vehicle Management. <details class="egk-flow-section" open <summary T…Vehicle Management
Fleet operations with trip lifecycle, live GPS, fuel insights, maintenance, smart dispatch, driver scorecards, and action center.
…, trips, live GPS tracking, fuel management, maintenance, smart dispatch, compliance alerts, and automated GL posting for operating costs. Overview The Vehicle…CMS Document Flow
Page Draft → InReview → Approved → Published / Scheduled / Archived with Publish and Approve actions.
…pages use PageStatus and PageLifecycle (Publish, Unpublish, Archive, Schedule). List-row controls on Pages are icon buttons, not a MudMenu. Hub: Target Document…Audit Trail
Audit dashboard, by-user and by-entity investigation, correlation tracking, and export.
Audit Trail Audit dashboard, investigation, and export. Overview This guide covers audit trail workflows in EGKits SaaS V10. Follow the sections below for setup…Tutorials
Scenario-based walkthroughs for common EGKits implementation tasks.
Create Your First Invoice
End-to-end tutorial for catalog, customer, and invoice creation.
Create Your First Invoice This scenario-based tutorial walks you through the complete order-to-cash path: enabling prerequisites, creating a product and custome…Sync & Integration Errors
Diagnose API, webhook, and data sync failures.
…ystems via REST API, webhooks, scheduled imports, or middleware connectors. Symptoms include partial imports, duplicate records, HTTP 4xx/5xx responses, and web…Best Practices
Recommended standards for security, data quality, and operations.
Installation
Deploy EGKits SaaS, configure database providers, and connect integrations.
Tenant Setup Tutorial
Hands-on tutorial for provisioning a tenant, modules, and admin users.
…the tenant shell, configure identity and modules, import starter master data, and run a go-live checklist. Scenario Gulf Services Co. is onboarding to EGKits S…Common Questions
Quick answers to the most common EGKits platform questions.
…aised by administrators, finance teams, and implementation partners during EGKits SaaS V10 deployments. For scenario walkthroughs, see Tutorials. For diagnostic…Login & Access Issues
Resolve authentication, MFA, and permission problems.
…irm the user is on the correct tenant URL (not a stale bookmark). 2. Verify Caps Lock and keyboard layout for password entry. 3. Attempt Forgot Password and com…