Tip
You can easily update multiple fields in Customer master for multiple customers in one go using "Update Customer Information". This link is available in the masters under Sales section and Customer sub-section.
Did you know?
You can restrict access to customer data even for the sales team by using Sales Region functionality. Users can see customers belonging only to their Sales Region.
Best Practice
You must lock Accounting Vouchers using the "Freeze Upto Date" feature. Once the accounts for the month are finalised, the Accounts admin must put the last date of the last month in Freeze Date. This will prevent any changes to voucher data accidentally.
Understanding Reports
| Report Name |
Ledger Columnar Report |
| Where to find it |
Accounts >> Ledgers & Registers > Reports sub section |
| Who should use this |
Accounts |
| What frequency to check: |
As and when required |
| Filters for the report |
Ledger, Between dates, Voucher Types |
Screenshot of the Report
Report showing Columnar Report for a given Accounting ledger
This report can be filtered for a give Ledger, between dates and Voucher Type. You can also Exclude Sundry Debtors and Creditors
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Information in the report & how to use it:
- This report is useful for checking / auditing various ledgers. It becomes easy to spot data entry errors
- It shows all the ledgers used in the vouchers connected with the selected ledger in columnar fashion
- It is a popular report among accountants but may be not aware that it exists in OurSys
Notification
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We have chosen Mr. Mayur Vichare of M/s. NewAge Fire Protection Industries Private Limited, for the Best User Award declared in December 2025. Mr. Mayur, under the guidance of CA Manish Sanghvi sir, has helped NewAge use OurSys ERP. It was difficult task since the number of users are high and were used to old legacy systems.
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We are conducting a Workshop on the next Version Release on 19th December at 3:30 pm.
What's new
- We have added the option on various screens to search for HSN numbers using their descriptions. This means users don't need to remember the exact HSN code-they can find it by typing the description as well.
- Help made more accessible. We have added a "?" icon at the right corner. When the user clicks on it, the system redirects to a help page related to the screen you click from, where all relevant information-manuals, guides, and articles are available in one place.
- While copying Sales Order level BOM, the system now checks for obsolete items. A warning is shown and confirmation is taken from the user whether the obsolete item is to be used.
- A Discussion & Task option is now available in SO Item Wise fullfilment 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 displaying the difference in rate between Price list rate and Quoted rate has been added. The extent of discount given can be seen from this report. The report can be seen for a given sales person, product and between quotation dates.
Article
Salary Computation with OurSys
Salary Computation is a core component of the HR module in OurSys. It is a powerful and flexible utility designed to handle diverse payroll scenarios while ensuring full statutory compliance. Below is a detailed overview of its key features and functionality.
Read the full article
Case Study
Document Numbering Format Flexibility
Customer Introduction:
This customer is an auto component manufacturer in Gujarat.
Challenge:
OurSys had its own document numbering system and there was no flexibility to change it. Owing to this, customers had to compromise on their document numbering style and adapt to OurSys style of numbering. But there were situations where customers could not adopt and hard coding numbering was not an elegant option.
The Solution:
We developed a totally flexible document numbering system. Now, users can define their own format by simply creating a formula of variables based on multiple factors. Factors include Financial Year, Document Code, Number of digits in sequence, Series reset option of yearly as well as monthly, company location and company division.
The Result / Benefits:
This has provided for ultimate flexibility resulting in fitting in all varieties of customer document series.
This feature has been released recently in 25.48. All those who wish to alter their series in the next financial year can try it out now.
Feedback
The intention of this newsletter is to make our customers aware of the features of OurSys and help them to utilise OurSys to the fullest. We would like to have your feedback on how we can further improve this effort.
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