Platform Features
Every Nama ERP module — accounting, supply chain, HR — is built on the same platform. These are the system-wide tools that work across all of them: the things you use to reshape a screen, lock down who can see what, automate repetitive work, turn your data into reports and dashboards, and keep everyone notified. Learn them once and they pay off everywhere.
Tailoring the System
Reshape screens, lists, and even built-in labels to fit how your team actually works — no code required.
Screen ModifierRearrange fields, hide what you don't use, and redesign edit screens, list views, and selectors with the visual layout editor.List ViewsQuick filters for finding records fast, and limiting a user to a single fiscal year.Modifying TranslationsChange any label or term in the system to match your organisation's wording.Generic Reference OverriderFine-tune how fields and reference lookups behave across entities.
Security & Governance
Control who can do what, and keep your books and processes under firm control.
Security & PermissionsSecurity profiles, field/page/list-view permissions, record-level security, users and login, and temporary delegation.ApprovalsRoute documents through approval cycles, with email templates and a full definition guide.Fiscal Period ControlLock accounting periods so no one can post into a closed month.Criteria-Based ValidationBlock or warn on documents that don't meet rules you define.
Automation & Data
Let the system do repetitive work for you, and build reusable rules and data blocks.
Entity FlowsAutomate actions on records, generate entities from entities, and import data from Excel or SQL queries.Scheduled TasksRun jobs automatically on a schedule — the task scheduler.Recurring DocumentsReproduce a template document on a cadence — automatically on a schedule or in an on-demand batch.Virtual EntitiesReusable SQL building blocks that power reports and dashboards.Field Filter with CriteriaRestrict what a lookup field can pick using criteria — plus the field-filtering FAQ.Text Criteria ParserWrite criteria as plain text and have the parser turn them into filters.
Insight & Communication
Turn the data you capture into reports and dashboards, and keep people in the loop.
ReportsThe Jasper reports guide, the Report Wizard for building your own, and report-design FAQs.Business IntelligenceDashboards and analytics, the BI technical reference, and the EnhancedMetricsCard / EnhancedTable / Wizard-mode references.NotificationsThe notification system, WhatsApp & SMS integration, and the messaging FAQ.
Everyday Shortcuts
Small helpers that speed up daily work.