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Book Demo

No. 34

Newsletter

12 March 2026

 Tip

Configure the Dashboard "Material Overdue with Supplier" for users responsible to bring back outsource operations material back in time. They can simply click on the dashboard to get list of all the material that is overdue.

 

 Did you know?

Did you know that you can who did what when by asking every user to log their work in OurSys. They can also plan their activities and enter their log against the plan or even from the OurSys Calendar. All these features are available under the Projects link. Also, you do not need user licenses for users using this feature.

 Best Practice

Accounts Best Practice: When you punch receipt voucher for advance, you must tag the Sales Order No in the New Ref field. This way, OurSys will be able to tell you net outstanding in that order after deducting the advance.

 

 Understanding Reports

Report Name Print Multiple Customer Ledger Report
Where to find it Accounts >> Ledgers & Registers >> Report
Who should use this Finance & Sales
What frequency to check: As and when required and at the end of every financial year for Ledger Confirmation
Filters for the report Between dates and multiple customer selection

Screenshot of the Report

Report showing Screen shot of Customer Ledger

Report showing Screen shot of Customer Ledger

This report can be filtered for a particular period and for a set of customers. You can also choose to add the sentence asking for customer confirmation in the print.

This report can be filtered for a particular period and for a set of customers. You can also choose to add the sentence asking for customer confirmation in the print.



Information in the report & how to use it:

  • This is a ledger report
  • This is useful to print ledger reports of group companies in one go
  • The report is formatted in the form of a Ledger Confirmation Letter requesting customer to confirm the ledger.
 

 Notification

  • OurSys is now ready with AI. FY 2026-27 will be a new exciting chapter where you will get to reap the benefits of using OurSys over so many years as you see your data turn into powerful insights by the courtesy of Ziddle AI.

  • Ziddle AI is the new AI platform from Momenta.
  • We have also added the capability to add AI assistants to automate and deskill multiple processes in your organisation. Call us to discuss the possibilities.
 

 What's new

  • A "Discussion / Task" option is now available in SO Item Wise fulfilment report, allowing users to start a discussion thread or create an task directly against that line item, keeping communication and follow-ups linked to the relevant order line.
  • A new report has been developed which displays difference in the quoted value and the price list value. This helps to find out the net discounts given by Sales.
  • OurSys now checks the calibration status of the selected instrument/gauges and warns the user if the calibration certificate has expired.
  • In the Leave Approval page "Leave Balance" pop up has been added. It now shows available balances for each leave type, enabling faster and accurate decision-making.

 Article

Things to Do in Your ERP System at the End of Every Financial Year

The financial year-end is not just an accounting milestone, it is a strategic checkpoint for your entire organisation. OurSys ERP system plays a central role in closing books accurately, ensuring compliance, preparing audits, and setting up the next year for success.

Read the full article
 

 Case Study

Attendance Capturing with Geolocation

Customer Introduction:

This company is mechanical product manufacturing company with their Sales & Service team members working away from office.

Challenge

OurSys had the provision to capture attendance using mobile devices. This is handy for people who work away from office. But the challenge was that the company was not sure where the person was at the time of login.

The Solution:

We added the feature to capture geo-location coordinates to attendance capturing. We are then able to display the exact location of the person at the time of punching attendance.

The Result / Benefits:

This has given flexibility to allow employees to login from wherever they work in real time. Also, you do not need any software other than OurSys for the purpose.