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Ashrakat Rady

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Recent activity by Ashrakat Rady

  • How to Assign User Permissions

    In Wafeq, you can assign user permissions based on the role they are expected to perform within the system, ensuring each user has access to the system according to their work requirements. Steps t...

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  • How to Invite a User?

    You can easily invite a new user in Wafeq to manage your accounts or access the system with specific permissions. Steps to Invite a New User in WafeqGo to the top-right corner of the screen and cli...

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  • How to Close a Period?

    Closing or locking a period is an accounting procedure that takes place at the end of a specific period, such as a month or fiscal year, to prevent any further modifications to it. Steps to Close a...

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  • How to Track an Item’s Inventory?

    If you want to track an item's inventory so that transactions involving that item, such as invoices, bills and credit notes, reflect its quantity in stock, you need to enable the inventory tracking...

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  • How to Add an Item?

    To add a new item in Wafeq, follow these steps:From the main menu, click on "Products & Services".Then, select "Items".Click the "Add" button.Enter the required details such as:Product Details:Basi...

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  • How to Create a Pay Run?

    A pay run is a document that outlines the salaries due to employees for a specific period, including amounts due, deductions, and bonuses.   Steps to Create a Pay Run Navigate to the Payroll Sc...

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  • How to Create Cash Invoices?

    A cash invoice is used to document payments that are made immediately at the time the invoice is issued. It can include invoices for cash sales or point of sale invoices (POS). Steps to Create a Ca...

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  • How to Create a Credit Note?

    the credit note is used to document the return of amounts or accounting corrections that may or may not be related to invoices. This process includes situations such as returning products, adjustin...

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  • How to Change the Invoice Status to Finalized?

    In Wafeq, you can change the invoice status from "Draft" to "Finalized" once you have confirmed that all details are accurate and complete. Steps to Change the Invoice Status to FinalizedClick on "...

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  • How to Cancel an Invoice

    The method for canceling invoices varies based on several factors, such as whether the invoice is linked to tax authorities or whether it has been paid. Below, we review how to cancel invoices in e...

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