How-To Guides
Step-by-step instructions for every InnoVisions module. From setting up your chart of accounts to exporting your first VAT return.
Accounting Policies & Tax Treatment
Recognition and measurement, VAT201 derivation, employees' tax, PPE, period end and controls — with SARS references.
Financial Management
Chart of accounts, periods, bank import and matching, foreign currency, budgets, approvals, month-end with the Books Health check, year-end close, opening balances and group reports.
Stock & Inventory
Warehouses and bins, items and reorder levels, weighted average cost, serial numbers, batches and expiry, transfers, stock takes and landed costs.
Production & Manufacturing
Bills of materials with versions, work orders, recipe production runs and quality control inspections.
HR & Payroll
Employees, clocking and timesheets, how the payroll engine applies the SARS tables, issuing payslips and what they post, leave, and the EMP201 and EMP501 / IRP5 file.
CRM & Sales
Leads and opportunities, the weighted pipeline, price lists, quotes, sales orders with stock reservation, recurring invoices and the customer portal.
Procurement & Supply Chain
Purchase orders, approvals, goods received, supplier bills from orders, GRN-to-bill matching, supplier notes, reorder planning and payment runs.
Projects & Job Costing
Job cards with stock, labour and travel, job totals, projects with phases and milestones, and invoicing the work.
Compliance & Governance
Preparing the VAT201 and payroll declarations from the ledger, the Books Health check before a return, the audit trail of changes and user access control.
Platform & Technology
How InnoVisions is built and run: Docker containers, a database per company, users and access, the audit trail, the REST API, the optional AI assistant and what the server operator should set up.