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.
Working with Records
How every record in the system is numbered, evidenced and tracked — the mechanics that sit under documents and master files alike.
Document BooksThe numbering series every document draws its number from — prefixes, serials, yearly resets, and the behaviour a book imposes on its documents.Document Cancel DocumentThe only way to take a committed document back — what it reverses, what refuses to be cancelled, and how to restore one as a draft.Master GroupsThe master-file twin of a document book — it codes customers, items and the rest, and files them into the tree beside every list.AttachmentsStoring files on a record: header and detail-line attachment fields, scanning and signatures, and where the bytes are kept.
Tailoring the System
Reshape screens, lists, and even built-in labels to fit how your team actually works — no code required.
Global ConfigurationThe one settings file that belongs to every module — decimal places, tax arithmetic, login rules, appearance and more, one tab at a time.Screen ModifierRearrange fields, hide what you don't use, and redesign edit screens, list views, and selectors with the visual layout editor.The MenuThe navigation tree itself — how it is built, how to change it so your changes survive a rebuild, and why one person sees an entry another does not.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.Fields and Entities SettingsChange how fields behave: input rules, lookups, icons, calculated fields, automatic coding, and integrators.
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.Revise and UnreviseSign off committed records level by level, name each step and its owner, and lock what has been checked.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.Audit Trail & Version HistoryWho changed a record and what it said before — the version history, field-level auditing, comparing versions, and reverting to an earlier one.
Automation & Data
Let the system do repetitive work for you, and build reusable rules and data blocks.
Importing & Exporting RecordsPull records out to Excel or JSON, edit them, and push them back in — plus saved export menus and advanced import mapping.Document ManagementA register for physical paperwork — archives, folders and topics, who borrowed what, and bulk loading an archive from a ZIP file.Entity FlowsAutomate what the system does when a record is saved, edited or revised — the concepts, worked examples, and the full catalogue of ready-made flows.Scheduled TasksRun jobs automatically on a schedule — the task scheduler.Background ProcessingThe queues that carry out a document's effects, send your messages and run your reports — and where to look when one of them quietly fails.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.Field Filtering FAQWorked answers to the filtering questions that come up most — looping over detail lines, filtering by a value on the same screen, and the mistakes that make a filter return nothing.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.
Reports and Printed FormsThe 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.
Buttons on Every ScreenThe three toolbars every screen shares — the edit and list toolbars, the More menu, and the buttons on a grid — and why a button is sometimes missing.Remarks, Agenda and Work TasksNotes you can attach to any record, the per-employee agenda behind Add To Agenda, and work tasks assigned to a person.Default Values TemplatesSaved sets of field values that fill in a new record the moment it is opened, automatically or on demand.Preventing a Record From Being UsedRetire a master file or document so it stops appearing in the pickers, without deleting it or touching its history.Utility LinksHandy direct links into the system for common tasks.Keyboard ShortcutsWork faster with the keyboard across Nama ERP screens.