Masters

Flowchart

flowchart TD
  A[Open Masters] --> B[Choose master type]
  B --> C[Create or edit record]
  C --> D[Save to company books]
  D --> E{Used in vouchers?}
  E -->|Yes| F[Ready for Transactions]
  E -->|Config only| G[Apply in settings / GST]

Steps

1. 1 Open Masters from the sidebar (or Alt+M).
2. 2 Pick the master type you need — ledgers, stock items, parties, GST rates, or related setup.
3. 3 Create a new record or edit an existing one; keep naming consistent with your chart of accounts.
4. 4 Save so the master is available across vouchers, registers, and reports.
5. 5 Return to Transactions once parties, ledgers, and tax masters are in place.