Step-by-step help for running your business in MAS ERP
Start with a new company, complete day-to-day transactions, understand reports, configure reminders, and recover safely when you need a backup.
Set up a business in the right order
Follow these guides in sequence before entering live transactions.
- 01Getting Started with MAS ERPFollow the recommended order from first login to a controlled go-live.
- 02First Login and Company CheckConfirm that you are in the correct tenant and understand the main workspace before setup.
- 03Set Up Company InformationEnter the legal, regional and operating details used throughout MAS ERP.
- 04Prepare the Accounting FoundationSet up the financial year, control accounts and core mappings before live posting.
- 05Create Users, Roles and PermissionsGive each person only the access required for their job.
- 06Prepare Customers and SuppliersCreate clean business-partner masters before entering invoices and payments.
- 07Prepare Items, Services and WarehousesCreate the masters required for sales, purchasing and inventory.
- 08Move from Old SoftwareChoose a clean cutover date and migrate the opening business position.
- 09Enter and Verify Opening BalancesBring the company's opening financial position into MAS ERP without breaking subledger reconciliation.
- 10Company Go-Live ChecklistComplete the final checks before users begin entering real transactions.
Guides people need most often
Getting Started with MAS ERP
Follow the recommended order from first login to a controlled go-live.
Read guideEnter and Verify Opening Balances
Bring the company's opening financial position into MAS ERP without breaking subledger reconciliation.
Read guideCompany Go-Live Checklist
Complete the final checks before users begin entering real transactions.
Read guideCreate and Approve a Sales Invoice
Issue a customer invoice with controlled totals, tax and accounting.
Read guideRun and Review the Trial Balance
Check account balances and confirm the ledger remains balanced.
Read guideCalculate Monthly Payroll
Calculate payroll from salary, attendance and configured earnings/deductions.
Read guideConfigure Document Expiry Reminders
Send in-app, email or WhatsApp reminders before important documents expire.
Read guideCreate, Verify and Download a Company Backup
Create a portable company-scoped backup and prove its integrity before relying on it.
Read guideRestore a Company Backup Safely
Replace tenant business data from a verified backup while preserving platform authentication and SaaS controls.
Read guideFind guidance for the work you are doing
Getting Started
Set up a company correctly before entering live business transactions.
Sales & Customers
From customer setup and quotations through delivery, invoicing and receipts.
Purchasing & Suppliers
Control purchasing from supplier setup through receipt, invoice and payment.
Inventory
Set up items and warehouses, move stock and verify inventory value.
Accounting & Reports
Post, reconcile and understand the financial reports that explain the business.
HR, Attendance & Payroll
Maintain employees, attendance and controlled payroll processing.
Documents & Notifications
Manage expiring documents and configure email and WhatsApp reminders.
Backup & Recovery
Create, verify, download and safely restore company-scoped backups.
Super Admin
Operate companies, subscriptions, communications, upgrades and platform health.
Search the complete Guide Center
Search by task, module, role or business term.
Getting Started with MAS ERP
Follow the recommended order from first login to a controlled go-live.
Read guideFirst Login and Company Check
Confirm that you are in the correct tenant and understand the main workspace before setup.
Read guideSet Up Company Information
Enter the legal, regional and operating details used throughout MAS ERP.
Read guidePrepare the Accounting Foundation
Set up the financial year, control accounts and core mappings before live posting.
Read guideCreate Users, Roles and Permissions
Give each person only the access required for their job.
Read guidePrepare Customers and Suppliers
Create clean business-partner masters before entering invoices and payments.
Read guidePrepare Items, Services and Warehouses
Create the masters required for sales, purchasing and inventory.
Read guideMove from Old Software
Choose a clean cutover date and migrate the opening business position.
Read guideEnter and Verify Opening Balances
Bring the company's opening financial position into MAS ERP without breaking subledger reconciliation.
Read guideCompany Go-Live Checklist
Complete the final checks before users begin entering real transactions.
Read guideAdd a Customer
Create a customer master with the information needed for sales, tax and statements.
Read guideCreate a Sales Quotation
Prepare a controlled customer quotation before order confirmation.
Read guideCreate a Sales Order
Confirm the customer's order before delivery and invoicing.
Read guideCreate a Sales Delivery
Record physical goods leaving the business before or alongside invoicing.
Read guideCreate and Approve a Sales Invoice
Issue a customer invoice with controlled totals, tax and accounting.
Read guideReceive a Customer Payment
Record and allocate customer receipts to the correct invoices.
Read guideAdd a Supplier
Create the supplier master used by purchase orders, invoices and payments.
Read guideCreate a Purchase Order
Authorize what the company intends to buy before goods or invoices arrive.
Read guideReceive Goods from a Supplier
Record physical stock receipt against an approved purchase process.
Read guideRecord a Supplier Invoice
Enter supplier liability, tax and purchase cost accurately.
Read guidePay a Supplier Invoice
Record supplier settlement through the correct bank/cash account and allocation.
Read guideCreate an Inventory Item
Set up an item so sales, purchasing and stock reporting use consistent units and costs.
Read guideCreate and Use Warehouses
Track stock separately by physical location.
Read guideTransfer Stock Between Warehouses
Move quantity between locations without treating the movement as a sale or purchase.
Read guideCheck Inventory Valuation
Verify quantity and value by item/warehouse and reconcile to accounting.
Read guideManage the Chart of Accounts
Keep the ledger structure clear, controlled and suitable for reporting.
Read guidePost a Manual Journal Entry
Use manual journals for genuine accounting adjustments with complete evidence.
Read guideRun and Review the Trial Balance
Check account balances and confirm the ledger remains balanced.
Read guideRead the Profit & Loss Report
Understand revenue, cost and expenses for the selected period.
Read guideRead the Balance Sheet
Review assets, liabilities and equity as of a specific date.
Read guideReview Customer AR Ageing
See customer balances outstanding as of the selected date and investigate overdue invoices.
Read guideReview Supplier AP Ageing
See supplier liabilities outstanding as of the selected date and plan payments.
Read guideComplete a Bank Reconciliation
Match the bank statement to MAS ERP and carry genuine uncleared items forward.
Read guideAdd an Employee
Create the employee master used by HR, attendance and payroll.
Read guideSet Up Shifts and Attendance
Configure working time so absence, late/early and overtime evidence is calculated consistently.
Read guideConfigure Payroll Calculation Policy
Choose the OT, proration and review policy used by payroll calculations.
Read guideCalculate Monthly Payroll
Calculate payroll from salary, attendance and configured earnings/deductions.
Read guideReview and Approve Payroll
Complete pre-approval checks and freeze the payroll calculation evidence.
Read guideReopen an Approved Payroll
Correct an approved but unpaid payroll using the controlled reversal workflow.
Read guideUpload a Document with an Expiry Date
Store business or employee documents so MAS ERP can track expiry.
Read guideConfigure Document Expiry Reminders
Send in-app, email or WhatsApp reminders before important documents expire.
Read guideConfigure and Test Email Notifications
Connect SMTP and confirm MAS ERP can send operational email.
Read guideConfigure and Test WhatsApp Notifications
Use the shared MAS ERP sender or a tenant-specific Meta/Twilio connection.
Read guideCreate, Verify and Download a Company Backup
Create a portable company-scoped backup and prove its integrity before relying on it.
Read guideUpload and Validate an Existing Backup
Check a backup package before any restore changes company data.
Read guideRestore a Company Backup Safely
Replace tenant business data from a verified backup while preserving platform authentication and SaaS controls.
Read guideWhat Happens if Restore Fails?
Understand rollback, Restore History and the pre-restore safety backup.
Read guideCreate and Prepare a Tenant Company
Create a company and hand it over with the correct initial controls.
Read guideManage a Company Subscription
Maintain subscription dates, invoice settings and renewal controls.
Read guideAdd Billing and Communication Contacts
Control who receives subscription invoices, renewals and suspension warnings.
Read guideConfigure Platform Email and WhatsApp
Set the shared communication providers used by subscription billing and tenant inheritance.
Read guideRun DB Update Safely
Apply additive MAS ERP migrations and investigate failures without bypassing migration integrity.
Read guideUse System Health and Reliability Checks
Monitor runtime, migrations, jobs, communication failures, backups and other platform controls.
Read guide