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    settingsMASTERS SETUP

    The Foundation30-MinuteMasters Setup

    description50+ Master Typestimer30-Min Setup

    Company Setup → Chart of Accounts → GST Details → Book Types → Numbering → Templates. Your entire business structure in 30 minutes.

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    Live ERP UI
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    Masters › Chart of AccountsACCOUNT GROUPSCurrent AssetsFixed AssetsCurrent Liabilities Sundry Creditors Duties & Taxes Duties & TaxesRevenue Accounts Sales Accounts Other IncomeExpenses Purchase Accounts Direct Expenses Indirect ExpensesLEDGERS — Current AssetsNameAliasOp. BalanceGroupCash in HandCASH₹25,000Current AssetsState Bank of IndiaSBI₹4,52,000Bank AccountsHDFC Current A/CHDFC-C₹8,30,000Bank AccountsPetty CashPETTY₹5,000Current AssetsSecurity DepositsSEC₹2,00,000Current Assets+ Ledger
    check_circle30-Min Setup

    6-Step Masters Setup Workflow

    Configure your complete business structure step by step — ready before your first transaction.

    business
    01

    Company Setup

    Business name, address, GSTIN, PAN, and logo

    account_tree
    02

    Chart of Accounts

    Create account groups, ledgers, and opening balances

    receipt_long
    03

    GST Details

    Configure GST rates, HSN/SAC codes, and tax preferences

    book
    04

    Book Types

    Define voucher types, numbering series, and default ledgers

    numbers
    05

    Voucher Numbering

    Auto-numbering per book type with prefix/suffix rules

    description
    06

    Print Templates

    Customise invoice, challan, and report print layouts

    All Masters Setup Features

    Everything you need to configure your business for GST-compliant accounting.

    account_treeCOA

    Chart of Accounts

    Full account group hierarchy (Assets, Liabilities, Income, Expenses). Create ledgers with opening balances, GSTIN, and MCA mapping.

    businessCMP

    Company Setup

    Single/multi-company. Business name, address, GSTIN, PAN, TAN, logo, financial year, and books starting date.

    receipt_longGST

    GST Details

    Configure GST rates (5%, 12%, 18%, 28%), HSN/SAC codes, place of supply, and taxability rules per ledger.

    bookBOOK

    Book Types

    Sales, Purchase, Payment, Receipt, Contra, Journal. Separate numbering, default ledgers, and tax classification per book.

    numbersNUM

    Voucher Numbering

    Auto-numbering with prefixes (INV-/PUR-/PMT-), FY suffix, zero-padding. Manual override with audit trail.

    descriptionPRN

    Print Templates

    Standard, Modern, Professional, and GST-compliant templates. Custom branding, logo, and signature fields.

    Screens From Your TimePe ERP

    Illustrations use navbar brand colors: navy bar #0b3b8c, UI blue #0b3b8c, accent #f58220.

    /masters · Chart of Accounts
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    Masters › Chart of AccountsACCOUNT GROUPSCurrent AssetsFixed AssetsCurrent Liabilities Sundry Creditors Duties & Taxes Duties & TaxesRevenue Accounts Sales Accounts Other IncomeExpenses Purchase Accounts Direct Expenses Indirect ExpensesLEDGERS — Current AssetsNameAliasOp. BalanceGroupCash in HandCASH₹25,000Current AssetsState Bank of IndiaSBI₹4,52,000Bank AccountsHDFC Current A/CHDFC-C₹8,30,000Bank AccountsPetty CashPETTY₹5,000Current AssetsSecurity DepositsSEC₹2,00,000Current Assets+ Ledger

    Chart of Accounts

    Account group tree with ledgers, opening balances, and GST mapping.

    /masters/setup/company
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    Masters › SetupCOMPANY SETUPStep 1 of 4Company NameShree Textiles Pvt LtdGSTIN24AABCS1429B1Z5PANAABCS1429BAddress42, Industrial Area, AhmedabadCityAhmedabadStateGujaratFinancial Year2025-26Books Starting From01 Apr 2025Next Step

    Company setup form

    Guided 4-step wizard — company, GSTIN, financial year, go live.

    /masters · List
    zoom_out_map
    Masters › Chart of AccountsACCOUNT GROUPSCurrent AssetsFixed AssetsCurrent Liabilities Sundry Creditors Duties & Taxes Duties & TaxesRevenue Accounts Sales Accounts Other IncomeExpenses Purchase Accounts Direct Expenses Indirect ExpensesLEDGERS — Current AssetsNameAliasOp. BalanceGroupCash in HandCASH₹25,000Current AssetsState Bank of IndiaSBI₹4,52,000Bank AccountsHDFC Current A/CHDFC-C₹8,30,000Bank AccountsPetty CashPETTY₹5,000Current AssetsSecurity DepositsSEC₹2,00,000Current Assets+ Ledger

    Master lists

    All master types in one view — ledgers, stock, GST, units, godowns.

    Built-In Masters Operations

    Beyond accounts — inventory, pricing, godowns, and data migration included.

    calendar_today

    Financial Year

    Configure multiple financial years, year-end closing, and period locking

    inventory_2

    Stock Groups

    Organise inventory into categories (Raw Material, Finished Goods, Trading)

    straighten

    Units of Measure

    Define UOMs — Pcs, Kg, Meter, Box, Nos with conversion factors

    location_city

    Godowns / Warehouses

    Multi-location inventory with godown-wise stock valuation

    price_change

    Price Lists

    Item-wise, party-wise, and slab-based pricing for sales and purchase

    sync

    Data Import

    Bulk import ledgers, stock items, and opening balances via Excel/CSV

    Setup → Go Live
    zoom_out_map
    Masters › SetupCOMPANY SETUPStep 1 of 4Company NameShree Textiles Pvt LtdGSTIN24AABCS1429B1Z5PANAABCS1429BAddress42, Industrial Area, AhmedabadCityAhmedabadStateGujaratFinancial Year2025-26Books Starting From01 Apr 2025Next Step

    Set Up Once, Transact Forever

    Configure your company, chart of accounts, GST settings, and voucher numbering once. Every subsequent transaction — sales, purchase, payment, journal — uses these masters automatically.

    account_balanceAuto-picks ledgers, GST rates, and numbering from master setup
    historyMaster data audit trail on every create, edit, and delete
    syncBulk import legacy data via Excel for quick migration

    Example — Master Configuration

    Company SetupShree Textiles Pvt LtdGST: 24AABCS1429B1Z5
    Chart of Accounts42 Ledgers8 Account Groups
    Book Types6 BooksAuto-numbered
    zoom_out_map
    Masters › Chart of AccountsACCOUNT GROUPSCurrent AssetsFixed AssetsCurrent Liabilities Sundry Creditors Duties & Taxes Duties & TaxesRevenue Accounts Sales Accounts Other IncomeExpenses Purchase Accounts Direct Expenses Indirect ExpensesLEDGERS — Current AssetsNameAliasOp. BalanceGroupCash in HandCASH₹25,000Current AssetsState Bank of IndiaSBI₹4,52,000Bank AccountsHDFC Current A/CHDFC-C₹8,30,000Bank AccountsPetty CashPETTY₹5,000Current AssetsSecurity DepositsSEC₹2,00,000Current Assets+ Ledger

    Master Data — The Backbone of Your ERP

    Every transaction in your ERP — sales, purchase, inventory, payroll — draws its configuration from masters. Set them right once and run your business for years.

    Financial

    Accounts, ledgers, FY

    Inventory

    Stock groups, units, godowns

    Compliance

    GST rates, HSN, TDS

    How It Works

    Configure once, transact daily, comply and grow.

    settings
    1

    Configure

    Set up company, chart of accounts, GST rates, book types, and numbering rules.

    trending_up
    2

    Transact

    Sales, purchase, payments, journals — all auto-pick from your master configuration.

    verified
    3

    Comply & Report

    GST returns, TDS, financial statements — generated from master-classified data.

    Masters Reports

    Master data reports for audit, review, and compliance reference.

    Master ListsChart of AccountsBook Type SummaryLedger ReportStock Group SummaryGodown-wise StockPrice List ReportGST Rate Master

    Related modules

    Sales ModulePurchase ModuleInventoryAccountingGST ComplianceMIS Analytics

    Ready to set up your masters?

    Get your business foundation right in under 30 minutes.

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    Empowering Indian MSMEs with world-class financial technology, AI-driven insights, and seamless GST portal filing compliance.

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    Core Operations

    • Sales to Dispatch
    • Purchase & Inventory
    • Banking & Accounts
    • Outstanding & MIS
    • HR & Payroll
    • CRM Workspace
    • Task Management

    Tax & Compliance

    • GST Compliance Hub
    • e-Invoice System
    • E-Way Bill
    • TDS Compliance
    • Bank Reconciliation
    • CA Corner

    Specialized Modules

    • AI Smart Billing
    • Job Work & Mill
    • Multi-Company Cloud
    • Agent Commission
    • E-Commerce
    • Item Price List
    • Customization & Branding

    Utilities & Reports

    • Financial Reports
    • Report Automation
    • Accounting Vouchers
    • Masters Setup
    • Data Security
    • Office Printing
    • Notifications
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