E Eprecus Support

Knowledge base

Documentation

100 articles found.

PAYROLL Everyday Payroll and HR Tasks

HR Data That Feeds Payroll

A practical checklist for HR and payroll teams to prepare employee information, contracts, time, leave, pay items, tax details, and bank information before a payroll preview.

Read article
WEB_PORTAL Eprecus Web Portal

Eprecus ERP web portal guide

Use the Eprecus web portal to work securely with tenant records, administration, payroll, HR, finance, inventory, sales, and support.

Read article
PUBLIC_API Eprecus Public API

Eprecus public REST API guide

Integrate with Eprecus using the public REST API, governed credentials, versioned contracts, tenant-safe requests, and monitored webhooks.

Read article
REFERENCE Support Policy and Operations

Eprecus Support Doctrine

How Eprecus support keeps work moving safely across web, desktop, mobile, API, integrations, and every supported ERP domain.

Read article
PAYROLL How to do payroll in Barbados

How to do payroll in Barbados

Set up, validate, approve, execute, and retain a Barbados payroll with income tax, NIS, and employer obligations reviewed before payment.

Read article
PAYROLL How to do payroll in Canada

How to do payroll in Canada

Set up, validate, approve, execute, and retain a Canadian payroll with federal and provincial requirements reviewed before payment.

Read article
PAYROLL Everyday Payroll and HR Tasks

Add a Recurring Item

8.4.2 Add a Recurring Item Select Add. In the sheet, choose Employee. Enter Description. Select Type as either Earning or Deduction. Enter Rate and Quantity. Select Payroll tax class. Enter Employer contribution amount if the employer has a matching or separate liability. If the item is an earning, confirm the Cash earning switch setting. If the item is a deduction, confirm the Taxable deduction switch setting. Make sure Active is turned on. Select Save.

Read article
SALES Everyday Customer, Sales, and POS Tasks

Add Addresses, Contacts, and Lifecycle Status

8.2.2 Add Addresses, Contacts, and Lifecycle Status Open the customer record. Add one or more addresses. Add contact methods and named contact persons. Set or update lifecycle status when the customer moves between lead, active, at-risk, or archived states.

Read article
PAYROLL Everyday Payroll and HR Tasks

Add or Adjust a Single Clock Event

8.7.2 Add or Adjust a Single Clock Event Select the plus icon with tooltip Add single clock event. Choose the employee and the correct date and time. Select either Clock In or Clock Out. Use Apply punch to save.

Read article
ESS Employee Self Service Tasks

Addresses

8.8.3 Addresses Open ESS menu My Address. Select Add Address. Complete the structured address fields (street/city/region/postal code/country) as presented. Select an address Role (example: HOME) and whether it is Primary. Select Save.

Read article
PAYROLL Everyday Payroll and HR Tasks

Apply Hours to a Team or List

8.5.2 Apply Hours to a Team or List Open the card titled Apply the same hours to a team/list. Select Employee list or team. Confirm the member count chip. Select Apply to List after entering the hours to be copied.

Read article
PLATFORM Tenant Administration and Security Tasks

Apply Payments, Void, Send Reminders, and Rerun

8.4.3 Apply Payments, Void, Send Reminders, and Rerun Open the tenant invoice. Record payment or review payment history. Void only when the invoice is invalid and approved for correction. Send reminders or rerun the invoice when recalculation is authorized.

Read article
INVENTORY Everyday Inventory and Purchasing Tasks

Approve a Payment Variance

8.6.4 Approve a Payment Variance Open the procurement trace or payment match review. Inspect the variance reason and supporting documents. Provide step-up attestation where required. Approve only when the variance is understood and policy-compliant.

Read article
PAYROLL Everyday Payroll and HR Tasks

Approve or Reject a Leave Request

8.6.3 Approve or Reject a Leave Request Find the pending request. Open the action menu on the right side of the request row. Select Approve or Reject. Refresh the screen and confirm the new status appears in the request card.

Read article
INVENTORY Everyday Inventory and Purchasing Tasks

Approve or Reject a Requisition

8.4.2 Approve or Reject a Requisition Open the requisition queue. Review quantity, urgency, cost impact, and available alternatives. Select Approve and enter decision notes, or select Reject with a documented reason. Confirm the decision and notify the requesting department if follow-up is required.

Read article
PAYROLL Everyday Payroll and HR Tasks

Approve or Reject Manual Hours

8.5.3 Approve or Reject Manual Hours Scroll to Manual Hours for Selected Period. Open an entry that allows review. Select Approve manual hours when the entry is correct, or Reject manual hours when it needs correction. Recheck the status chip before leaving the screen. Pre-Payroll integrity review uses manual-hours approval state. If manual hours remain unapproved, the payroll clerk should expect a blocker or warning during integrity checking.

Read article
INVENTORY Everyday Inventory and Purchasing Tasks

Assign Tracking Numbers and Hand Over to Couriers or 3PL Partners

8.7.5 Assign Tracking Numbers and Hand Over to Couriers or 3PL Partners Eprecus currently supports warehouse dispatch operations through the live order, the printed picking slip, and the fulfillment details captured in POS. Where the carrier or 3PL provides an external tracking reference, record that reference inside the order review workflow before the order leaves the branch. Open the order and verify the final delivery details in Order Fulfillment Meta Options, especially Delivery timestamp and Shipping directions. Record the carrier name, vehicle run, airway bill, or courier tracking...

Read article
PLATFORM Tenant Administration and Security Tasks

Audit Capability Health and Manage Routing Rules

8.7.2 Audit Capability Health and Manage Routing Rules Open the assistant administration workspace. Review the capability audit to ensure connected functions are healthy. Review intent routing rules for privacy, scope, and correct capability matching. Create, update, or delete routing rules under change control.

Read article
PAYROLL Everyday Payroll and HR Tasks

Barbados 2026 Statutory Table

8.11.25 Barbados 2026 Statutory Table Statutory itemCurrent 2026 figure in the payroll engineEquation used by payrollOperational rule used in Eprecus NISEmployee 11.00%; Employer 12.75%; annual ceiling BBD 60,000; annual employee cap BBD 6,600; annual employer cap BBD 7,650Employee: min(gross pay, annual ceiling pay frequency) 11.00%Employer: same capped earnings base 12.75%The payroll engine limits NIS to the configured annual ceiling and converts that ceiling to a per-period maximum based on pay frequency. Income TaxShared 2026 package uses tenant-configured rate and threshold or...

Read article
PAYROLL Everyday Payroll and HR Tasks

Barbados Payroll Procedure

8.11.3 Barbados Payroll Procedure Confirm Barbados variables in Payroll Setup. Verify HR source data, including recurring items and leave decisions. Run Check Integrity in Payroll > Pre-Payroll. Correct any worker setup, hours, or eligibility issues identified in the blocker list. Run the selected period. Open run details and review Statutory total, Employee statutory, Employer statutory, and Non-statutory deductions. Complete bank and reporting outputs in Post Payroll. STRATEGIC TIP: Before closing Barbados payroll, compare the workers expected to reach the NIS ceiling against the payroll...

Read article
PAYROLL Everyday Payroll and HR Tasks

Barbados Statutory Review Points

8.11.2 Barbados Statutory Review Points Portal review pointWhat to confirm Payroll Setup > VariablesBarbados variables and correct date range are selected. Payroll Command Center run detailsMarket shows Barbados and statutory totals are present in the run summary. Post PayrollUse payroll register, bank file, payslip export, and recurrent report outputs for review and filing support.

Read article
PAYROLL Everyday Payroll and HR Tasks

Batches and Templates

8.3.4 Batches and Templates Use the Batches tab to review grouped period creation activity, including Created by, period count, and period schedule details. Open a batch to review the individual period list and use Delete Batch only when the entire set was created incorrectly. Use the Templates tab to review Built-in template or Custom template payslip layouts.

Read article
PAYROLL Everyday Payroll and HR Tasks

Canada 2026 Statutory Table

8.13.25 Canada 2026 Statutory Table Statutory itemCurrent 2026 figure in the payroll engineEquation used by payrollOperational rule used in Eprecus CPPEmployee 5.95%; Employer 5.95%; annual basic exemption CAD 3,500; annual maximum pensionable earnings CAD 74,600; annual employee cap CAD 4,230.45; annual employer cap CAD 4,230.45min(max(0, gross pay (annual exemption pay frequency)), annual maximum pensionable earnings pay frequency) 5.95%The payroll engine limits CPP using both the annual exemption and the annual maximum pensionable earnings, then applies a year-to-date contribution cap....

Read article
PAYROLL Everyday Payroll and HR Tasks

Canada Payroll Procedure

8.13.3 Canada Payroll Procedure Set the payroll market correctly in Payroll Setup. Verify HR inputs, including approved hours, leave, recurring items, and bank details. Run Check Integrity in Pre-Payroll. Resolve all blockers and document any approved override reason if policy permits it. Select Run selected period. Review completed run details and then generate the required outputs in Post Payroll. STRATEGIC TIP: For Canada payroll, validate workers approaching CPP, CPP2, or EI yearly limits before the final approval step. Cap transitions are expected, but unexpected early cap-outs...

Read article
PAYROLL Everyday Payroll and HR Tasks

Canada Statutory Review Points

8.13.2 Canada Statutory Review Points Portal review pointWhat to confirm Payroll Setup > VariablesCanada variables and the correct applicable date range are active. Run detailsReview market, statutory totals, and deduction mix after run creation. Post PayrollProduce payroll register, payslips, recurrent report, and bank file outputs needed by payroll and finance.

Read article
PLATFORM Tenant Administration and Security Tasks

Cancel a Tenant Contract

8.3.4 Cancel a Tenant Contract Open the contract record. Confirm there are no unresolved service or invoice issues. Select Cancel Contract and provide the memo used for audit context. PLATFORM WARNING: Never cancel or suspend service as a shortcut for handling a billing dispute. Confirm contractual authority, pending usage, and communication history before changing service status.

Read article
FINANCE Everyday Finance and Accounting Tasks

Capitalize, Depreciate, Revalue, and Dispose

8.7.2 Capitalize, Depreciate, Revalue, and Dispose Use capitalization from purchase receipt or labor where applicable. Run depreciation on schedule. Record revaluation or disposal events with proper approval and evidence.

Read article
INVENTORY Everyday Inventory and Purchasing Tasks

Check Store Stock Before Replenishment

8.2.3 Check Store Stock Before Replenishment Open an item record. Review branch-level or store-level stock availability. Confirm whether stockout is local, regional, or network-wide before raising a requisition. STRATEGIC TIP: Use one accountable owner for SKU creation. Shared ownership without governance usually leads to duplicate catalog records, inconsistent tax setup, and unreliable replenishment signals.

Read article
ESS Employee Self Service Tasks

Check Timeclock Status

8.5.1 Check Timeclock Status Open the ESS menu, then select Timeclock or your organization's time screen. Select Status. Confirm whether you are currently clocked in, on break, or clocked out.

Read article
SALES Everyday Customer, Sales, and POS Tasks

Clear Local Register Offline Queue Blocks

8.8.1 Clear Local Register Offline Queue Blocks Open the Offline Queue panel in POS. Review the queue grid columns: Local Order #, Status, Conflict, Attempts, Last Attempt, and Last Error. Select Refresh Queue first so the cashier is working from the latest queue status. If the row is simply waiting for reconnection, use Replay Pending and confirm the order does not already show as completed before trying again. If the row shows Conflict or Failed, select the row and open Drilldown to read the error before taking action. Use Requeue Selected for a single stuck row or Requeue...

Read article
ESS Employee Self Service Tasks

Clock In

8.5.2 Clock In When you clock in or out, the Timeclock screen may ask for these checks or fields: FieldTypeNotes BranchRequiredSelect the branch or location where you are working. Location CheckOptionalYour organization may capture your device location when location checking is required for the punch. Location AccuracyOptionalUsed to confirm that your device location is accurate enough for punch approval. Biometric ConfirmationOptionalSome organizations ask for fingerprint, face check, or another identity confirmation before a punch is accepted. Session Safety CheckOptionalESS may silently...

Read article
ESS Employee Self Service Tasks

Clock Out

8.5.4 Clock Out Open Timeclock, then select Clock Out. Confirm the branch and any required on-screen checks. Submit.

Read article
INVENTORY Everyday Inventory and Purchasing Tasks

Close Deliveries and Reconcile Exceptions

8.7.6 Close Deliveries and Reconcile Exceptions After customer collection or courier confirmation, reopen the linked order and confirm the final outcome against the printed pick slip. Update the order notes with the delivery result, exception reason, or return-to-branch comment when the route did not complete as planned. Use the branch order status and warehouse evidence to confirm the order is operationally closed. Integration queue visibility is a technical follow-up item, not the warehouse close signal. If the driver returns with missing, refused, or damaged items, move the stock back...

Read article
SALES CRM, Sales, and POS

Commerce Navigation

8.1 Commerce Navigation Open the org admin menu. Select Commerce. Use Customers, Leads, Opportunities, Sales Funnel, and Customer Insights for CRM. Use New Transaction, Transactions, and invoice templates for formal sales activity. Use POS Orders and POS Management for branch-level retail execution.

Read article
PAYROLL Everyday Payroll and HR Tasks

Common Correction Paths

8.15.4 Common Correction Paths If you see this problemGo here in the portalTypical correction Employee missing from payeesHR Directory > employee > ContractsCheck pay cycle, effective dates, and payroll enablement. EFT payroll blockedHR Directory > employee > BankAdd or reactivate the employee bank account. Hours not flowingManual Hours or Time & AttendanceApprove hours or correct attendance records. Unexpected deduction or allowanceRecurrent Management or employee Recurring tabReview active recurring items and tax class. Leave-related pay issueLeave ManagementConfirm leave status, dates...

Read article
PAYROLL Everyday Payroll and HR Tasks

Complete Remuneration Terms During Onboarding

8.2.2 Complete Remuneration Terms During Onboarding When adding a payroll employee, the remuneration step contains the payroll fields that most directly control gross pay: Field label in the portalWhy payroll needs it Pay Cycle *Places the employee into the correct payroll period schedule. Compensation Type *Determines whether payroll reads hourly time, fixed cycle salary, or commission-based treatment. Hourly Rate * or Base Pay Amount Per Pay Cycle *Supplies the employee's core earning amount. Hours per Week *Supports rate interpretation, schedule expectations, and time-based validation....

Read article
FINANCE Everyday Finance and Accounting Tasks

Confirm Functional Currency

8.2.1 Confirm Functional Currency Open Tax and Currency or the accounting setup area. Review the functional currency assigned to the tenant or entity. Confirm reporting currency consistency before posting multi-currency transactions.

Read article
ESS Employee Self Service Tasks

Contact Details

8.8.2 Contact Details Open ESS menu My Contact Details. Select Add. Complete fields: Kind: EMAIL | PHONE | SOCIAL | OTHER ContactType: PERSONAL | WORK | MOBILE | HOME | OTHER Platform (optional; used for social handles) Value (required; e.g., email address or phone number) Primary Contact on or off Select Save.

Read article
INVENTORY Everyday Inventory and Purchasing Tasks

Convert an Approved Requisition to a Purchase Order

8.4.3 Convert an Approved Requisition to a Purchase Order Open the approved requisition. Select Convert to Purchase Order. Choose the vendor and confirm line-level pricing and delivery expectations. Save the generated purchase order.

Read article
PLATFORM Tenant Administration and Security Tasks

Corporate Structure Mapping Before Operational Setup

8.2.2 Corporate Structure Mapping Before Operational Setup Open Org Setup immediately after sign-up and complete the structural model before any business records are created. Open Org Setup > Organization Profile and confirm the registered legal name, trade name, business registration numbers, primary country, and official contact details. Open Org Setup > Legal Entities and create each legal entity the organization will report under. For each legal entity, set the reporting currency, fiscal start month, base tax posture, and default address before saving. Open Org Setup > Currencies and...

Read article
API Integration and API Tasks

Create a Connector and Test It

8.4.2 Create a Connector and Test It Open Settings > Integrations > Connectors. Select New Connector. Choose the provider, enter the display name, and complete the connection fields exactly as shown. Select Test Connection before saving the connector as active. After a successful test, select Save and then use Run Sync only when business owners are ready. Review the sync history or job panel for start time, completion status, and any items needing attention.

Read article
FINANCE Everyday Finance and Accounting Tasks

Create a Journal Entry

8.3.1 Create a Journal Entry Open Journal Entries. Select New Journal. Enter posting date, period, reference, description, and balanced debit and credit lines. Save the draft and validate that the entry is balanced.

Read article
PAYROLL Everyday Payroll and HR Tasks

Create a New Leave Transaction

8.6.2 Create a New Leave Transaction Select New leave transaction. Use Search employee to find the worker. Select Employee. Select Leave type. Set start and end dates. Complete the reason or notes fields when required by the organization. Save the leave transaction.

Read article
INVENTORY Everyday Inventory and Purchasing Tasks

Create a Purchase Order

8.5.1 Create a Purchase Order Open Procurement - Requisitions and POs. Select New Purchase Order. Choose the vendor. Add lines with item, quantity, unit cost, expected delivery date, and tax treatment. Save and review the totals before approval.

Read article
INVENTORY Everyday Inventory and Purchasing Tasks

Create a Requisition

8.4.1 Create a Requisition Open Procurement - Requisitions and POs. Select New Requisition. Add requested items, required dates, requested quantities, justification, and delivery destination. Save the requisition draft. Submit the requisition once all lines are validated.

Read article
INVENTORY Everyday Inventory and Purchasing Tasks

Create an AP Bill from a Receipt

8.6.2 Create an AP Bill from a Receipt Open the receipt record. Select Create AP Bill. Confirm supplier invoice number, invoice date, taxes, and referenced receipt lines. Submit the AP bill creation request for finance follow-through.

Read article
ESS Employee Self Service Tasks

Create an HR Request

8.7.1 Create an HR Request Open ESS menu HR Requests (or equivalent). Select Create Request. Complete the request details (subject, message/body, category where applicable). Select Submit. Upload supporting attachments if needed.

Read article
SALES Everyday Customer, Sales, and POS Tasks

Create an Invoice, Preview Discount, and Apply Payment

8.4.3 Create an Invoice, Preview Discount, and Apply Payment Create a sales invoice directly or from a quote. Run discount preview before finalizing discretionary pricing. Run the credit pre-commit check when payment risk matters. Post or finalize the invoice, then record payment.

Read article
INVENTORY Everyday Inventory and Purchasing Tasks

Create an Item

8.2.1 Create an Item Open Inventory - Items. Select New Item. Complete the minimum commercial fields: item name, SKU, category, unit of measure, tax behavior, reorder threshold, and active status. Define pricing, barcode, pack size, and vendor references where required. Save the record and confirm the generated or assigned SKU is unique.

Read article
FINANCE Everyday Finance and Accounting Tasks

Create and Apply a Credit Memo

8.5.1 Create and Apply a Credit Memo Open Accounts Receivable. Select Credit Memos and Payouts. Create the credit memo with customer, reason, amount, and source invoice where applicable. Apply it manually to candidate documents or use auto-apply.

Read article
FINANCE Everyday Finance and Accounting Tasks

Create and Approve a Bill

8.4.1 Create and Approve a Bill Open Accounts Payable. Select New Bill. Enter vendor, invoice number, bill date, due date, currency, tax, and line details. Save the bill and route it for approval if required. An approver reviews and approves the bill.

Read article
FINANCE Everyday Finance and Accounting Tasks

Create and Execute a Payment Run

8.4.3 Create and Execute a Payment Run Open AP Payment Runs. Select New Payment Run. Choose due-date rules, bank, currency, and included bills. Save and review the payment run. Select Execute when approved.

Read article
SALES Everyday Customer, Sales, and POS Tasks

Create and Maintain a Customer

8.2.1 Create and Maintain a Customer Open Customers. Select New Customer. Enter legal or trading name, industry, lifecycle status, billing contacts, addresses, and tax identifiers required by your organization. Save the record and verify the customer appears in both list and table views.

Read article
FINANCE Everyday Finance and Accounting Tasks

Create and Maintain a Fixed Asset

8.7.1 Create and Maintain a Fixed Asset Open Fixed Assets. Select New Asset. Enter acquisition details, capitalization date, useful life, depreciation method, and ledger mappings. Save and review the asset record.

Read article
INVENTORY Everyday Inventory and Purchasing Tasks

Create or Update a Vendor

8.3.1 Create or Update a Vendor Open Inventory - Vendors. Select New Vendor or open an existing record. Enter legal name, trading name, tax registration identifiers, currency, payment terms, and service status. Add addresses, contact persons, and contact methods. Save and verify the vendor appears in the directory.

Read article
API Integration and API Tasks

Create or Update a Webhook

8.5.1 Create or Update a Webhook Open Settings > Integrations > Webhooks. Select New Webhook or open an existing subscription. Enter the destination address, choose the business events to send, and complete any secret or signing fields shown. Select Save, then run the available test or validation action before enabling the subscription for live events.

Read article
API Integration and API Tasks

Create, Label, and Revoke API Keys

8.4.1 Create, Label, and Revoke API Keys Open Settings > Integrations > API Keys. Review the list first so you do not create a duplicate key for the same system. Select New API Key or Generate Key. Enter a clear purpose name, owner, and any expiry or note fields shown on screen. Select Create, copy the value immediately, and store it in the approved secret vault. When a key is no longer needed, open the row action menu and select Revoke.

Read article
SALES Everyday Customer, Sales, and POS Tasks

Create, Preview, and Tender an Order

8.6.1 Create, Preview, and Tender an Order Open POS Orders. Select items by search or barcode scan. Optionally attach a customer and review available stock. Use order preview or fulfillment quote if you need to validate totals or fulfillment impact before committing. Select Tender and complete payment collection.

Read article