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Your day at a glance

What your dashboard shows you, and how to act on it.

Book leave

See how much leave you have left and ask for time off.

Approve requests

Decide on leave, timesheets, claims and purchases waiting for you.

Your tasks

Everything assigned to you across projects, and how to update it.

Fill in your timesheet

Log your hours by project and submit them for approval.

Claim expenses and request advances

Get paid back for what you spent, or get money before a trip.

Ask for something to be bought

Raise a requisition for goods or services your team needs.

Notifications

Where you hear about decisions, mentions and things waiting for you.

Your profile and account

Your employee record, your password and two-factor sign-in.

Your team's leave

See who's off, your people's balances, and the leave waiting for your decision.

Approve your team's timesheets

See who has submitted, check their hours, and approve or send them back.

Manage users

Change someone's role, suspend or remove their access, resend an invitation, or reset two-factor sign-in.

Roles and permissions

Decide what each role may do, module by module, and add roles of your own.

Set who approves what

Approval rules in depth: conditions, steps, escalation, reminders, and trying a rule out.

Security settings

Require two-factor sign-in, and choose when screens lock and sessions end.

The audit log

Who did what and when - with the values before and after each change.

Document numbers

Choose how employees, invoices, orders and other documents are numbered.

How HR works

Employees and logins, who sees what, and the order to set things up.

Set up grades, positions and checklists

The groundwork before you add employees.

Set up leave

Your leave year, leave types, and the policies that decide who gets how many days.

Add an employee

Create an employee's record, and give them a login if they'll use TinERP.

Keep employee records up to date

Promotions, transfers, new managers, probation, contacts, bank details, documents and leave balances.

When someone leaves

Record their last day, run the offboarding checklist, and close their access.

Run leave for everyone

Everyone's balances and requests, booking for people without logins, and the leave calendar.

Joiners and leavers

Onboarding and offboarding checklists, probation, contracts and expiring documents in one place.

The org chart

Who reports to whom, with vacant positions.

HR reports

Headcount, joiners and leavers, turnover, length of service and leave balances.

How Projects works

Projects, tasks and timesheets - and who does what.

Start a project

Create a project, choose its members and who can see it.

Plan the work on the board

Add tasks, assign them, and follow them on the board or the list.

Set up timesheets

Choose the timesheet period, the hours rules, the deadline and who approves.

Follow progress and hours

The overview, a project's hours against its budget, and the Projects reports.

How Finance works

The few ideas the books rest on, who does what, and where everything is.

Set up Finance

The one-time setup, your accounting policies, tax status, funds and grants, and the financial year.

The chart of accounts

Read the chart, add accounts, set the rules on each, and import a chart.

Opening balances

Bring in where your books stood when you started using TinERP.

Journals

Write, post, approve and reverse journals - and set up ones that repeat.

Everyday journal examples

Which accounts to debit and credit for common transactions - with worked payroll, accrual and NGO examples.

Customers, invoices and receipts

Invoice customers, record what they pay, issue credit notes and follow what's owed.

Bills and payments

Record what you owe vendors, pay them with WHT worked out, and pay many at once.

Banking and reconciliation

Bank and cash accounts, transfers, petty cash, and reconciling your bank statements.

VAT and WHT returns

Monthly VAT returns and WHT schedules from the books - file them, pay them, keep the credit notes.

Pay expense claims and advances

Pay approved claims and advances, review retirements, and settle refunds and reimbursements.

Budgets and grant budgets

Plan the year month by month, compare with what's spent, and follow each donor's budget.

Prepayments and deferred income

Spread a cost paid in advance, or income received in advance, over the months it covers.

Reports and financial statements

The trial balance, the subledger check, account ledgers and the financial statements.

Close a month and the year

Close and lock months once they're reported, and close the financial year.

How Procurement works

From 'we need something' to 'the invoice is approved for payment' - and who does each step.

Add and approve vendors

Vendor records, their documents, approval, bank details and blocking.

Categories, items and settings

Spend categories, the item catalogue, and the rules for quotations, receiving and matching.

Raise and send purchase orders

Turn approved requisitions into orders, get them approved and send them to the vendor.

Get quotations

Ask vendors to quote, compare the quotations side by side, and award the order.

Receive deliveries

Record what arrived against the order - in part or in full - and send back what isn't right.

Match and approve vendor invoices

Enter the vendor's invoice against the order, check the three-way match, and approve it for payment.

Procurement reports

Spend, open orders, received not invoiced, vendor performance and savings.

Find and run a report

The report library, filters and columns, favorites, and exporting to Excel or PDF.

Build and share your own reports

Start from any data, group and total it, chart it or pivot it, and save it for yourself or others.

Dashboards

Key figures and charts across your modules on one page - start from ours or build your own.

Reports on a schedule

Have a report made and sent to people every day, week or month.

Buying, from request to payment

One purchase followed all the way: requisition, approval, order, delivery, invoice and payment.

Month-end

The checklist for closing a month: bank, what's received but not billed, claims and advances, tax, the checks, then close.

An NGO grant, from award to donor report

Set up a restricted grant, budget it the donor's way, tag spending to it, follow the burn rate and report back.

Signing in and access

Can't sign in, can't see a page, or told your role doesn't allow something.

Leave, timesheets and approvals

Booking leave, logging hours, and approvals that don't go where you expect.

Finance messages

Closed months, balancing, control accounts, dimensions and the subledger check.