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RealBooks Questions & Answers

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Q:

How to Create a Company & Basic Configurations in RealBooks?

Sharukh Khan . Sep 26, 2024 A:

To Create a Company & Basic Configurations in RealBooks, follow the steps given below:

  • Open the official website of RealBooks
  • Click on the ‘Get Started Now’ button
  • Input the required details
  • Click on ‘Send Email Verification Code’
  • Add the password details and input the verification code
  • Click on Create New Company
  • Navigate to Settings > Configuration
  • Enable the required features
  • Add GST details from the compliances tab
  • Click on Configure
  • Click on Create GST Ledgers
  • Add the required details
  • Hit the ‘Create GST Ledgers’ option

Shah Mohammad . Sep 26, 2024
Q:

How to Create a GST Unregistered Creditor Ledger in RealBooks?

Ashphaq Hussain Shaikh . Sep 26, 2024 A:

To Create a GST Unregistered Creditor Ledger in RealBooks, follow the steps given below:

  • Open your RealBooks account
  • Navigate to Masters > Account > Ledger > Create
  • Input the required details and set ledger category as party
  • Select the GST registration as ‘Unregistered’ in the ‘Party info’ tab
  • Fill in the rest of the details
  • Click on Save

LovePreet singh . Sep 26, 2024
Q:

How to Create a GST Registered Creditor Ledger in RealBooks?

Harish Digge . Sep 26, 2024 A:

To Create a GST Registered Creditor Ledger in RealBooks, follow the steps given below:

  • Open your RealBooks account
  • Navigate to Masters > Accounts > Ledger > Create
  • Input the required details and set the ledger category as party
  • Select the GST registration as ‘Registered’ in the ‘Party info’ tab
  • After adding the necessary details, click on save

Krishna Vardhan Reddy Seshampally . Sep 26, 2024
Q:

How to Create a Segment in RealBooks?

Debasis Sahani . Sep 26, 2024 A:

To create a segment in RealBooks, follow the steps given below;

  • Open your RealBooks account
  • Navigate to Masters > Account > Segment > Create
  • Input the required details
  • Disable the toggle next to the ‘Allow Sub Segment’ option
  • Add the details in each tab
  • Click on save

AADI SOFT INDIA . Sep 26, 2024
Q:

How to Create an Approval Workflow in RealBooks?

sunnu singh . Sep 26, 2024 A:

To Create an Approval Workflow in RealBooks, follow the steps given below:

  • Open your RealBooks account
  • Navigate to masters > Account > Approval Workflow > Create
  • Input the required details including the approver hierarchy
  • Click on save

Siddharth rami . Sep 26, 2024
Q:

How to use Maker & Checker Process in RealBooks?

Kishan Chaurasiya . Sep 26, 2024 A:

To use Maker & Checker Process in RealBooks, follow the steps given below:

  • Open your RealBooks account
  • Navigate to Masters > Accounts > Approval Workflow > Create
  • Input the required details including the approver hierarchy
  • Click on save
  • Navigate to Transactions > Accounts > Vouchers
  • Input the required details
  • Tag the bill reference
  • Click on Create
  • Input the required details
  • Click on Submit
  • To check the approval status, navigate to Reports > accounts > daily reports > daybook
  • Set the date range and click on ‘search’
  • Click on the voucher and press ‘Approval history’
  • Red color denotes unapproved status
  • The approver can now, click on the voucher approval, add any comments if necessary and click on approve
  • To view approval report, navigate to reports > accounts > documents & taxes > approval summary
  • Set the date range and click on search and check the status of the approval
  • Click on export
  • After every approver has approved the voucher, navigate to Reports > accounts > daily reports > daybook
  • Set the date range and click on ‘search’
  • Click on the voucher and press ‘Approval history’
  • Green color denotes fully approved status
  • Now you can go ahead and print or download the cheque

VINAY KUMAR . Sep 26, 2024
Q:

How to Create a Company in RealBooks?

Daniel Fenn . Sep 07, 2024 A:

To create a company in RealBooks, follow the steps given below:

  • Go to the official website of RealBooks
  • Click on the ‘Get Started Now’ button
  • Input your details and register to RealBooks
  • Complete the company registration process

Fahim Rub . Sep 07, 2024
Q:

How to Create Bills of Materials in RealBooks

Gurleen Singh . Sep 07, 2024 A:

To Create Bills of Materials in RealBooks, follow the steps given below:

  • Open your RealBooks account
  • Navigate to Settings > configuration > inventory > production
  • Enable the toggle against ‘BOM’
  • Navigate to Master > Inventory > BOM > Create
  • Input the required details and select ‘NO’ in the ‘use it for Planning’ section
  • Click on the ‘Submit’ option
  • NOTE: enable the BOM toggle in the item master of each item that will be used in BOM

Harshita Maheshwari . Sep 07, 2024
Q:

How to Auto Compute TDS in Inventory Entries in RealBooks?

Durga Prasad . Sep 07, 2024 A:

To Auto Compute TDS in Inventory Entries in RealBooks, follow the steps given below:

  • Open your RealBooks account
  • Navigate to ‘master
  • Click on ‘Account’
  • Select ‘Rule TDS’
  • Press Create
  • Fill in the required details
  • Click save
  • Now record a purchase entry
  • Navigate to ‘Transactions’
  • Click on inventory
  • Press purchase cycle
  • Click purchase
  • Input the required details
  • Click on the ‘Compute’ option in the Item tab
  • Click on the ‘Compute TDS’ option
  • Click on ‘Submit’ to save the entry

Shobhit agarwal . Sep 07, 2024
Q:

How to upload the IRNs in RealBooks?

jay shankar . Sep 07, 2024 A:

To upload the IRNs in RealBooks, follow the steps given below:

  • Open your RealBooks account
  • Navigate to ‘Transactions’
  • Click on ‘Import-Export’
  • Select Import
  • Select ‘E-Invoice’
  • Hit ‘Download Template’
  • Open the excel file
  • Input the required details, make sure to enter the Voucher type the same as it is in RealBooks
  • Save the file
  • Navigate back to the ‘E-Invoice’ section in ‘Imports’ in RealBooks
  • Click on ‘Choose file’
  • Select the Excel file and click on upload
  • Once the file is uploaded, you will be redirected to the Import listing page where you can check the upload status of the file
  • Now, navigate to ‘Reports’
  • Hit Compliance
  • Select GST
  • Press ‘GST E-Invoice'
  • On the sale invoice report screen, run the report
  • Click on the gear icon next to every transaction
  • Select the ‘Manual E-Invoice updation’ option
  • Enter IRN number, acknowledgement number and acknowledgement date
  • Hit Submit

Sheetal Vora . Sep 07, 2024

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