# Hitaji 360 Docs

## Docs

- [Hitaji 360 — HR Documentation](https://docs.hitaji360.com/hr/index.md): Welcome to the documentation for the Hitaji 360 Human Resources module.
- [HR — User Guide](https://docs.hitaji360.com/hr/user/index.md): A complete, task-oriented guide to the Hitaji 360 Human Resources module for HR officers, HR managers, line managers, payroll administrators, business…
- [HR Overview — how the module fits together](https://docs.hitaji360.com/hr/user/getting-started/overview.md): The HR module is where you keep track of the people who work for your organisation and everything that happens to them over time — from the day you…
- [Accessing HR — businesses, roles & permissions](https://docs.hitaji360.com/hr/user/getting-started/accessing-hr.md): Before you can do anything in HR you need to reach it, and you need the right permissions.
- [Org Structure — departments, seats & reporting lines](https://docs.hitaji360.com/hr/user/getting-started/org-structure.md): Every organisation has a shape: departments and teams, the jobs that sit inside them, and who reports to whom.
- [Adding an employee](https://docs.hitaji360.com/hr/user/employees/create-employee.md): Adding an employee is how a new person enters your HR system. The form does two things in one go: it creates the durable Employee record (the person's…
- [The employee profile & its tabs](https://docs.hitaji360.com/hr/user/employees/employee-profile.md): The employee profile is the single 360° view of one person — their identity, their contracts, their leave and attendance, their pay, their performance,…
- [Requesting and approving app access](https://docs.hitaji360.com/hr/user/employees/app-access.md): HR requests app access for an employee from a catalogue of reviewed roles; IT/Security approves and provisions it. Nothing is granted until IT approves — and access is provisioned the moment the employee has a login.
- [Employees](https://docs.hitaji360.com/hr/user/employees/employees.md): The Employees directory is the heart of the HR module — the master list of every person your organisation employs.
- [Employment records & contracts](https://docs.hitaji360.com/hr/user/employees/employment-and-contracts.md): If the Employee record is the person, the employment record is the job.
- [Employment contract templates](https://docs.hitaji360.com/hr/user/employees/employment-contract-templates.md): The document your employees and their employer-representative sign to confirm employment — built once per business, then used automatically every time a contract is created.
- [HR Documents](https://docs.hitaji360.com/hr/user/employees/hr-documents.md): HR documents are the files you keep against an employee — signed contracts, national IDs and passports, academic and professional certificates, CVs, and…
- [Org Chart](https://docs.hitaji360.com/hr/user/employees/org-chart.md): The org chart is a visual map of who reports to whom in a business — a tree drawn from the reporting lines on your employees' active contracts.
- [Promotions](https://docs.hitaji360.com/hr/user/employees/promotions.md): A promotion records an upward move for an employee who is already on the books — typically a new grade, position, or department with a pay rise.
- [Template Centre](https://docs.hitaji360.com/hr/user/employees/template-centre.md): The Template Centre is a single hub that gathers every reusable HR template in one place.
- [Transfers](https://docs.hitaji360.com/hr/user/employees/transfers.md): A transfer moves an employee who is already on the books into a new department (org unit), position, manager, work location, or employment type — without…
- [Recruitment overview & dashboard](https://docs.hitaji360.com/hr/user/recruitment/overview.md): Recruitment in Hitaji 360 is the journey of turning a hiring need into a new colleague.
- [Applicant sources](https://docs.hitaji360.com/hr/user/recruitment/applicant-sources.md): An applicant source records where a candidate came from — your careers site, LinkedIn, a recruitment agency, an employee referral, a walk-in, and so on.
- [Appointment letters](https://docs.hitaji360.com/hr/user/recruitment/appointment-letters.md): The print-and-sign appointment confirmation used before the employment-contract e-signature flow. New accepted offers no longer create these — see the notice below.
- [The public careers site](https://docs.hitaji360.com/hr/user/recruitment/careers-site.md): The careers site is your public-facing job board — a clean, branded page where anyone on the internet can browse your open roles and apply, without…
- [Employee referrals](https://docs.hitaji360.com/hr/user/recruitment/employee-referrals.md): A referral is a candidate that one of your own staff puts forward — "I know someone who'd be great for this".
- [Interview types](https://docs.hitaji360.com/hr/user/recruitment/interview-types.md): An interview type is a reusable template for a round of interviewing — for example "Technical Round", "Culture Fit", or "Final Panel".
- [Interviews](https://docs.hitaji360.com/hr/user/recruitment/interviews.md): Once a candidate is worth a closer look, you schedule an interview.
- [Job applicants](https://docs.hitaji360.com/hr/user/recruitment/job-applicants.md): An applicant is a candidate for a role — anyone who applies to a job opening, or whom you add by hand, or who comes in through the public careers site or…
- [Job offers](https://docs.hitaji360.com/hr/user/recruitment/job-offers.md): A job offer is the formal proposal you put to a chosen candidate — the role, the start date, the salary, the terms — wrapped up as a letter the candidate…
- [Job openings](https://docs.hitaji360.com/hr/user/recruitment/job-openings.md): A job opening is the advertised role — the live posting that candidates apply to.
- [Job requisitions](https://docs.hitaji360.com/hr/user/recruitment/job-requisitions.md): A job requisition is the formal request to hire. Before you advertise a role, someone in the business raises a requisition that says what the role is, how…
- [Offer term templates](https://docs.hitaji360.com/hr/user/recruitment/offer-term-templates.md): An offer term template is a reusable set of terms — annual leave, probation period, notice period, working hours, and so on — that you can drop into a job…
- [Opening templates](https://docs.hitaji360.com/hr/user/recruitment/opening-templates.md): If you hire the same kinds of roles again and again — say a "Sales Executive" or a "Software Engineer" — an opening template saves you re-typing the same…
- [Staffing plans](https://docs.hitaji360.com/hr/user/recruitment/staffing-plans.md): A staffing plan is your headcount plan for a period. Rather than reacting to vacancies one at a time, a staffing plan lets you set out, in advance, how…
- [Exit interviews](https://docs.hitaji360.com/hr/user/lifecycle/exit-interviews.md): An exit interview is the conversation HR has with a departing employee to understand why they are leaving and to capture honest feedback while it is still…
- [Grievances](https://docs.hitaji360.com/hr/user/lifecycle/grievances.md): A grievance is a formal complaint raised by an employee — about a colleague, a manager, working conditions, or anything else they want HR to look into.
- [Onboarding](https://docs.hitaji360.com/hr/user/lifecycle/onboarding.md): Onboarding is the checklist of things that have to happen for a new joiner before and around their first day — collecting documents, signing the…
- [Onboarding templates](https://docs.hitaji360.com/hr/user/lifecycle/onboarding-templates.md): An onboarding template is a reusable checklist that you build once and then apply to every new joiner of a similar kind — say "Standard teaching staff…
- [Separation (offboarding)](https://docs.hitaji360.com/hr/user/lifecycle/separation.md): A separation is the formal record of an employee leaving — a resignation, a termination, a retirement, a layoff, or the end of a fixed-term contract.
- [Separation templates](https://docs.hitaji360.com/hr/user/lifecycle/separation-templates.md): A separation template is a reusable exit checklist — the standard list of things that must happen when someone leaves: hand back the laptop and ID card,…
- [Leave Overview](https://docs.hitaji360.com/hr/user/leave/overview.md): Leave management in Hitaji 360 lets you define the kinds of leave your organisation grants, hand each employee an allowance, let people apply for time…
- [Leave Types & Settings](https://docs.hitaji360.com/hr/user/leave/leave-types.md): A leave type is the master definition of one kind of leave — Annual, Sick, Maternity, Leave Without Pay, Compensatory, and so on.
- [Leave Policies](https://docs.hitaji360.com/hr/user/leave/leave-policies.md): A leave policy is the approval-and-limits layer of the leave module — it sets the notice period, the longest stretch allowed, and whether requests need an approver.
- [Leave Allocations (Control Panel)](https://docs.hitaji360.com/hr/user/leave/leave-allocations.md): Defining a leave type gives you a rule; it does not give anyone a usable balance.
- [Compensatory Leave](https://docs.hitaji360.com/hr/user/leave/compensatory-leave.md): Compensatory leave (sometimes called comp-off or time off in lieu) is time off an employee earns by working on a day they would normally have been off — a…
- [Holiday Lists](https://docs.hitaji360.com/hr/user/leave/holiday-lists.md): A holiday list records the public holidays and weekly off-days that apply to your employees.
- [Leave Block Lists](https://docs.hitaji360.com/hr/user/leave/leave-block-list.md): A leave block list lets you freeze leave on specific dates — the days nobody (or almost nobody) may take off.
- [Leave Calendar](https://docs.hitaji360.com/hr/user/leave/leave-calendar.md): The leave calendar is a month-at-a-glance view of who is on leave.
- [Leave Encashment](https://docs.hitaji360.com/hr/user/leave/leave-encashment.md): Leave encashment is the act of paying an employee cash for leave days they have earned but not taken.
- [Leave Periods](https://docs.hitaji360.com/hr/user/leave/leave-periods.md): A leave period is the window of time your leave entitlements run against — most often a single calendar or financial year, such as "2026 Leave Period"…
- [Leave Reports (Balance & Ledger)](https://docs.hitaji360.com/hr/user/leave/leave-reports.md): Two reports let you see leave across your whole workforce: the Leave Balance report answers "how many days does everyone have?", and the Leave Ledger…
- [Applying for & Approving Leave](https://docs.hitaji360.com/hr/user/leave/leave-requests.md): A leave request (also called a leave application) is when someone asks for specific dates off.
- [Attendance](https://docs.hitaji360.com/hr/user/attendance/attendance.md): Attendance is the daily record of who was at work, who wasn't, and how that translates into pay.
- [Attendance Requests & Check-In](https://docs.hitaji360.com/hr/user/attendance/attendance-requests.md): Two related tools sit alongside the daily attendance record. Employee check-in is the clock — the self-service in/out punches employees make from a phone…
- [Overtime](https://docs.hitaji360.com/hr/user/attendance/overtime.md): Overtime is the extra pay an employee earns for working beyond their normal shift.
- [Shifts](https://docs.hitaji360.com/hr/user/attendance/shifts.md): Shifts describe when an employee is expected to work — the working window, the grace they're allowed at either end, and how their clock-ins should be…
- [Performance — Overview](https://docs.hitaji360.com/hr/user/performance/overview.md): Performance management in Hitaji 360 is how you set expectations for your people, measure how they did against those expectations, gather feedback from…
- [Appraisal Cycles](https://docs.hitaji360.com/hr/user/performance/appraisal-cycles.md): An appraisal cycle is one round of performance reviews — "who is being appraised, against what, and over which period".
- [Appraisal Templates](https://docs.hitaji360.com/hr/user/performance/appraisal-templates.md): An appraisal template is a reusable scoring blueprint — it decides what an employee is judged on and how much each part counts.
- [Appraisals](https://docs.hitaji360.com/hr/user/performance/appraisals.md): An appraisal is one employee's scorecard for a single appraisal cycle.
- [360° Feedback](https://docs.hitaji360.com/hr/user/performance/feedback.md): 360° feedback is a colleague, manager, or peer's rated assessment of an employee, captured against one of that employee's appraisals.
- [Feedback Criteria](https://docs.hitaji360.com/hr/user/performance/feedback-criteria.md): A feedback criterion is a single named behaviour or competency that reviewers rate during an appraisal or a 360° feedback round — "Communication Skills",…
- [Goals](https://docs.hitaji360.com/hr/user/performance/goals.md): A goal is something you want an employee to achieve — "Close 20 deals this quarter", "Reduce support response time to under an hour", "Complete the…
- [KRAs (Key Result Areas)](https://docs.hitaji360.com/hr/user/performance/kras.md): A Key Result Area (KRA) is a named area of responsibility you measure people on — "Customer Satisfaction", "Sales Growth", "Code Quality".
- [Appraisal Reports](https://docs.hitaji360.com/hr/user/performance/reports.md): Once an appraisal cycle is running, you'll want to see how everyone scored side by side — who is at the top, who hasn't filled in their self-appraisal,…
- [Appraisal Rewards](https://docs.hitaji360.com/hr/user/performance/rewards.md): When an appraisal is finished and the outcome is good, you usually want to do something about it — pay a one-off bonus, bump someone's base salary, or…
- [Payroll overview](https://docs.hitaji360.com/hr/user/payroll/overview.md): Payroll is how Hitaji 360 turns each employee's agreed pay into a calculated payslip, money in their pocket, taxes paid to the authorities, and the right…
- [Employee loans & advances](https://docs.hitaji360.com/hr/user/payroll/employee-loans.md): Many employers lend staff money — a salary advance, a school-fees loan, an emergency loan — and recover it from future pay.
- [Gratuity](https://docs.hitaji360.com/hr/user/payroll/gratuity.md): Gratuity is a terminal benefit — a lump sum you owe an employee for their years of service, paid when they leave.
- [Income-tax slabs (PAYE bands)](https://docs.hitaji360.com/hr/user/payroll/income-tax-slabs.md): An income-tax slab is the set of PAYE bands the system uses to compute each employee's income tax during a payroll run.
- [Payroll periods](https://docs.hitaji360.com/hr/user/payroll/payroll-periods.md): A payroll period is one pay cycle — "May 2026", "Week 23", "First half June" — with a start date and an end date.
- [Payroll settings](https://docs.hitaji360.com/hr/user/payroll/payroll-settings.md): Payroll settings are the per-business switches that shape every run: how often you pay, in what currency, which statutory deductions apply and at what…
- [Payslips](https://docs.hitaji360.com/hr/user/payroll/payslips.md): A payslip is the per-employee result of a payroll run: one document showing what a person earned, what was deducted, what their employer contributed on…
- [Payroll reports](https://docs.hitaji360.com/hr/user/payroll/reports.md): The payroll reports turn your processed runs into the documents you actually need: a register to review who got what, a PAYE computation for URA, a bank…
- [Running payroll](https://docs.hitaji360.com/hr/user/payroll/running-payroll.md): Running payroll is the act of turning everyone's agreed pay into actual payslips, posting the result to your books, and paying people.
- [Salary components](https://docs.hitaji360.com/hr/user/payroll/salary-components.md): A salary component is a single line that can appear on a payslip — one earning (basic pay, housing allowance, transport, a bonus) or one deduction (a loan…
- [Salary slip preview](https://docs.hitaji360.com/hr/user/payroll/salary-slip-preview.md): The salary slip preview lets you compute one employee's payslip for a chosen period without creating anything.
- [Salary structures](https://docs.hitaji360.com/hr/user/payroll/salary-structures.md): A salary structure is a reusable pay template. It gathers the salary components that make up a complete pay package — basic pay, allowances, deductions…
- [Statutory remittances (PAYE, NSSF, LST)](https://docs.hitaji360.com/hr/user/payroll/statutory-remittances.md): Every time you approve a payroll run, Hitaji 360 recognises the statutory amounts you owe the authorities — the PAYE you withheld for URA, the NSSF…
- [My HR — the self-service portal](https://docs.hitaji360.com/hr/user/self-service/overview.md): Everything in My HR is about you. It only ever shows your own record: your profile, your contract, your payslips, your leave.
- [My Grievances](https://docs.hitaji360.com/hr/user/self-service/my-grievances.md): My Grievances is where you can formally raise a workplace concern and follow what happens to it.
- [My Leave](https://docs.hitaji360.com/hr/user/self-service/my-leave.md): My Leave is where you keep track of your time off. At a glance you can see how many days you have left for each kind of leave, apply for more, and follow…
- [My Payslips](https://docs.hitaji360.com/hr/user/self-service/my-payslips.md): My Payslips is your personal pay history. Every payslip that payroll has finalised for you appears here, newest first, and you can open any one of them to…
- [My Profile](https://docs.hitaji360.com/hr/user/self-service/my-profile.md): My Profile is the page where you can check that the personal information HR holds about you is correct, and see the details of your employment contract.
- [My Team](https://docs.hitaji360.com/hr/user/self-service/my-team.md): My Team is for people who lead others — line managers, supervisors and leave approvers.
- [HR Reports hub](https://docs.hitaji360.com/hr/user/reports/overview.md): The HR Reports hub is the single place to pull people-and-pay data out of Hitaji 360 — who was paid what, how to pay it across the banks, how much PAYE…
- [HR settings](https://docs.hitaji360.com/hr/user/settings/hr-settings.md): HR settings is where you switch on the automated reminders Hitaji 360 sends about your people, and configure the employment-contract e-signature flow.
- [HR & Payroll roles & permissions catalog](https://docs.hitaji360.com/hr/user/settings/roles-and-permissions.md): Every checkbox on the role editor for Payroll Setup, Human Resources and Payroll, in the order it appears, with a plain description of what each one does.
- [Hitaji 360 — Accounting Documentation](https://docs.hitaji360.com/accounting/index.md): Welcome to the documentation for the Hitaji 360 Accounting module.
- [Accounting — User Guide](https://docs.hitaji360.com/accounting/user/index.md): A complete, task-oriented guide to the Hitaji 360 Accounting module for accountants, bookkeepers, finance managers, and business owners.
- [Accounting Overview](https://docs.hitaji360.com/accounting/user/getting-started/overview.md): The Accounting module is the financial heart of Hitaji 360. It keeps a complete, double-entry set of books for your business: every invoice you send, bill…
- [Accessing Accounting](https://docs.hitaji360.com/accounting/user/getting-started/accessing-accounting.md): This page covers the basics of getting into the Accounting module: how to open it, how to pick the business whose books you want to work on, and how…
- [Importing a Chart of Accounts](https://docs.hitaji360.com/accounting/user/getting-started/chart-import.md): If you already have a chart of accounts — from a spreadsheet, another accounting system, or a country-specific standard — you can load it into Hitaji 360…
- [Chart of Accounts](https://docs.hitaji360.com/accounting/user/getting-started/chart-of-accounts.md): The Chart of Accounts (CoA) is the master list of every account your business uses to record money — cash, bank, receivables, payables, sales, expenses,…
- [Document Numbering (Number Series)](https://docs.hitaji360.com/accounting/user/getting-started/number-series.md): Every document you create in Accounting — invoices, bills, journal entries, quotations, expenses, payments — gets a unique reference number automatically.
- [Opening Balances](https://docs.hitaji360.com/accounting/user/getting-started/opening-balances.md): When you start using Hitaji 360 part-way through your business's life, you need to tell the system where your finances stand on day one — how much cash…
- [Quick Search & Quick Create](https://docs.hitaji360.com/accounting/user/getting-started/quick-search.md): Hitaji 360 gives you two time-savers that work hand-in-hand with Accounting: global search to jump to any accounting page instantly, and quick-create to…
- [Accounting Basics in Hitaji 360](https://docs.hitaji360.com/accounting/user/basics/accounting-basics.md): This page explains the core accounting ideas that everything else in the Accounting module is built on: accounts, debits and credits, ledger entries,…
- [The Accounting Dashboard](https://docs.hitaji360.com/accounting/user/basics/dashboard.md): The Accounting Dashboard is your home base for the money side of the business — an at-a-glance summary of revenue, expenses, surplus, receivables,…
- [Categories](https://docs.hitaji360.com/accounting/user/masters/categories.md): Categories are a simple way to classify what your spending and income is for, independently of the GL account it posts to.
- [Customers & Vendors (Contacts)](https://docs.hitaji360.com/accounting/user/masters/contacts.md): Contacts are the people and organisations your business buys from and sells to.
- [Payment Terms](https://docs.hitaji360.com/accounting/user/masters/payment-terms.md): Payment terms tell Hitaji when an invoice or bill is due — and, when you want it, how to split the total into several instalments with their own due…
- [Tax Codes](https://docs.hitaji360.com/accounting/user/masters/taxes.md): Tax codes define the VAT and sales-tax rates your business charges on sales and pays on purchases.
- [Withholding Tax (WHT)](https://docs.hitaji360.com/accounting/user/masters/withholding-tax.md): Withholding tax is tax you deduct from a payment to a supplier and remit to the tax authority on their behalf, instead of paying the full amount to the…
- [Bank Loans](https://docs.hitaji360.com/accounting/user/transactions/bank-loans.md): Use Bank Loans to record loans your business has taken — from a bank or other lender — and to track their repayments over time.
- [Bank Reconciliation](https://docs.hitaji360.com/accounting/user/transactions/bank-reconciliation.md): Bank reconciliation is how you confirm that what your bank says happened matches what your books say happened.
- [Credit Notes (Sales Returns)](https://docs.hitaji360.com/accounting/user/transactions/credit-notes.md): A credit note is the document you raise to reduce or reverse a sales invoice you've already issued — because goods were returned, you over-charged, you're…
- [Debit Notes (Purchase Returns)](https://docs.hitaji360.com/accounting/user/transactions/debit-notes.md): A debit note records a return to a vendor — you're sending goods back (or claiming a credit) and reducing what you owe them.
- [Debts (Money Lent & Other Receivables)](https://docs.hitaji360.com/accounting/user/transactions/debts.md): A debt in Hitaji 360 is money owed to your business that did not come from a sale — for example money you lent someone, an expense you paid on a partner's…
- [Expenses & Expense Claims](https://docs.hitaji360.com/accounting/user/transactions/expenses.md): An expense records a cost your business incurs that isn't billed on vendor terms — typically an out-of-pocket cost or a staff reimbursement claim.
- [Journal Entries](https://docs.hitaji360.com/accounting/user/transactions/journal-entries.md): A journal entry is the most fundamental record in accounting: a dated set of debit and credit lines that, taken together, must balance to zero.
- [Journal Entry Templates](https://docs.hitaji360.com/accounting/user/transactions/journal-templates.md): If you record the same shape of journal entry over and over — monthly rent, payroll accruals, depreciation, a standard reclassification — a template saves…
- [Payment Reconciliation](https://docs.hitaji360.com/accounting/user/transactions/payment-reconciliation.md): Payment reconciliation is the bulk way to match unallocated customer payments to the invoices they should settle.
- [Payments & Receipts](https://docs.hitaji360.com/accounting/user/transactions/payments.md): Record money coming in (receipts from customers) and money going out (payments to vendors), allocate that money against the invoices or bills it settles,…
- [Petty Cash](https://docs.hitaji360.com/accounting/user/transactions/petty-cash.md): You'll find this at: /accounting/petty-cash
- [Purchase Bills (Accounts Payable)](https://docs.hitaji360.com/accounting/user/transactions/purchase-bills.md): A bill records what your business owes a vendor for goods or services you've received.
- [Quotations](https://docs.hitaji360.com/accounting/user/transactions/quotations.md): A quotation (or quote) is the priced offer you send a customer before any sale is committed.
- [Recurring Transactions](https://docs.hitaji360.com/accounting/user/transactions/recurring-transactions.md): Some accounting work happens on a fixed rhythm: a monthly rent expense, a quarterly retainer invoice, a depreciation journal every month-end.
- [Sales Invoices](https://docs.hitaji360.com/accounting/user/transactions/sales-invoices.md): A sales invoice is the document you send a customer to ask for payment for goods or services you have delivered.
- [Accounting Periods](https://docs.hitaji360.com/accounting/user/periods-compliance/accounting-periods.md): An accounting period is a calendar window (usually a month) inside one accounting book.
- [Accounting Audit Trail](https://docs.hitaji360.com/accounting/user/periods-compliance/audit-trail.md): The accounting audit trail is an immutable log of governance events in your accounting book — period closes and reopens, chart-of-accounts setup,…
- [EFRIS E-Invoicing (URA Fiscalisation)](https://docs.hitaji360.com/accounting/user/periods-compliance/efris-einvoicing.md): EFRIS is the Uganda Revenue Authority's Electronic Fiscal Receipting and Invoicing System.
- [Closing a Period](https://docs.hitaji360.com/accounting/user/periods-compliance/period-close.md): Closing a period freezes a calendar window so no one can post transactions dated inside it.
- [Requesting & Approving a Period Reopen](https://docs.hitaji360.com/accounting/user/periods-compliance/period-reopen.md): Sometimes a period was closed too early and a correction must be posted into it.
- [Year-End Close](https://docs.hitaji360.com/accounting/user/periods-compliance/year-end-close.md): Year-end close is the annual step that zeroes out your income and expense accounts and rolls the year's profit (or loss) into Retained Earnings.
- [Financial Reports](https://docs.hitaji360.com/accounting/user/reports/overview.md): The Reports hub is the home for every financial statement Hitaji 360 produces from your accounting ledger: the Trial Balance, General Ledger, Balance…
- [Aged Receivables & Payables](https://docs.hitaji360.com/accounting/user/reports/aged-receivables-payables.md): The Aged reports show outstanding balances broken down by how long they've been open.
- [Balance Sheet](https://docs.hitaji360.com/accounting/user/reports/balance-sheet.md): The Balance Sheet is a snapshot of what the business owns and owes at a single moment: its assets, its liabilities, and the equity that ties them…
- [Cash Flow](https://docs.hitaji360.com/accounting/user/reports/cash-flow.md): The Cash Flow statement explains how the cash balance moved over a period — why profit on paper didn't (or did) turn into money in the bank.
- [Cost-Center P&L](https://docs.hitaji360.com/accounting/user/reports/cost-center-pnl.md): The Cost-Center P&L is the Profit & Loss statement narrowed to a single cost center — a department, branch, project, or any other unit you tag…
- [General Ledger](https://docs.hitaji360.com/accounting/user/reports/general-ledger.md): The General Ledger is the complete, chronological record of every posted accounting line.
- [Profit & Loss](https://docs.hitaji360.com/accounting/user/reports/profit-and-loss.md): The Profit & Loss statement (also called the Income Statement) shows how much the business earned and spent over a period, and the net result.
- [Trial Balance](https://docs.hitaji360.com/accounting/user/reports/trial-balance.md): The Trial Balance lists every account in your chart with its opening balance, the movement during the period, and its closing balance — each split into…
- [Budgets](https://docs.hitaji360.com/accounting/user/budgeting/budgets.md): A budget sets your spending and income targets for a period, broken down by cost center, so you can track how actual results compare against plan as the…
- [Cost Centers](https://docs.hitaji360.com/accounting/user/budgeting/cost-centers.md): A cost center is a label you attach to transactions so you can see where your money is earned and spent, independent of which account it hit.
- [Print & Document Templates (Branding)](https://docs.hitaji360.com/accounting/user/settings/print-templates.md): Every PDF your accounting module produces — invoices, payment receipts, credit notes, bills, expense reports and quotations — is rendered from one shared,…
- [Overdue-Invoice Reminders](https://docs.hitaji360.com/accounting/user/settings/reminders.md): Hitaji 360 can chase your overdue receivables for you. Each accounting book can send your finance team a recurring digest of overdue invoices (and debts)…
- [Report Presets & Scheduled Delivery](https://docs.hitaji360.com/accounting/user/settings/report-presets.md): Financial reports — Trial Balance, Balance Sheet, Profit & Loss, Cash Flow, General Ledger, Account Ledger, Aged Receivables and Aged Payables — usually…
- [Accounting Workspace Settings](https://docs.hitaji360.com/accounting/user/settings/workspace-settings.md): Workspace settings hold the small set of per-book defaults that the accounting module reads when it has to choose an account on your behalf — today that…
- [Accounting & Financial Operations roles & permissions catalog](https://docs.hitaji360.com/accounting/user/settings/roles-and-permissions.md): Every checkbox on the role editor for the Accounting and Financial Operations module groups, in the order it appears, with a plain description of what each one does.
- [Accounting — Developer Guide](https://docs.hitaji360.com/accounting/developer/index.md): Engineering reference for the Hitaji 360 Accounting service (hitaji-erp-api/src/accounting). For task-oriented end-user docs, see the User Guide.
- [The Accounting Bridge](https://docs.hitaji360.com/accounting/developer/accounting-bridge.md): The bridge is the single integration surface through which every other product module — HR/payroll, SACCO, retail, fixed-assets, agri360, faith360,…
- [Accounting HTTP API Reference](https://docs.hitaji360.com/accounting/developer/api-reference.md): Authoritative catalog of the accounting service's HTTP endpoints, grouped by controller.
- [Accounting Module — Architecture](https://docs.hitaji360.com/accounting/developer/architecture.md): A developer's map of the Hitaji 360 accounting service. This document describes how the module is layered, how its ~40 controllers and services group by…
- [Accounting Data Model](https://docs.hitaji360.com/accounting/developer/data-model.md): Developer reference for the persistence model of the Hitaji 360 Accounting service.
- [General-Ledger Invariants](https://docs.hitaji360.com/accounting/developer/gl-invariants.md): The rules that keep the ledger correct, and exactly where each one is enforced.
- [Multi-Tenancy & Business Isolation](https://docs.hitaji360.com/accounting/developer/multi-tenancy.md): How the Accounting service keeps one tenant's (and one business's) books from ever bleeding into another's.
- [Document Numbering Internals](https://docs.hitaji360.com/accounting/developer/number-series.md): How the accounting service allocates human-readable document numbers (invoice numbers, bill numbers, journal-entry numbers, …) per business, gap-free and…
- [Accounting Posting Engine](https://docs.hitaji360.com/accounting/developer/posting-engine.md): A deep dive into how a product transaction becomes a balanced, idempotent, double-entry ledger posting.
- [Financial Reports — Internals](https://docs.hitaji360.com/accounting/developer/reports-internals.md): How the accounting service computes financial statements: the report-service architecture, ledger aggregation, period scoping, frozen snapshots, presets…
- [SACCO roles & permissions catalog](https://docs.hitaji360.com/sacco/user/settings/roles-and-permissions.md): Every checkbox on the Sacco360 role editor, in the order it appears, with a plain description of what each one does.
- [CRM, Task Management, Personal Finance & Approvals permissions catalog](https://docs.hitaji360.com/platform/user/permissions/crm-tasks-personal-finance.md): Every checkbox on the role editor for CRM, Task Management, Personal Finance, and Approvals & Workflow, in plain English.
- [CMS, Payments & ERP Settings permissions catalog](https://docs.hitaji360.com/platform/user/permissions/cms-payments-erp-settings.md): Every checkbox on the role editor for the CMS, Payments, and ERP Settings module groups, in the order they appear, with a plain description of what each one does.
- [Communications permissions catalog](https://docs.hitaji360.com/platform/user/permissions/communications.md): Every checkbox on the role editor for Notification Setup, Notifications, Messaging, and Chat, in plain English.
- [Platform administration permissions catalog](https://docs.hitaji360.com/platform/user/permissions/administration.md): Every checkbox on the role editor for the User Management and Tenant Management modules, with a plain description of what each one does.
- [Other & Uncategorised permissions catalog](https://docs.hitaji360.com/platform/user/permissions/other-and-uncategorised.md): Every checkbox on the role editor's Other and Uncategorised module groups, in plain English.
- [Workflows & Approvals](https://docs.hitaji360.com/workflows/index.md): One place to design how every ERP document moves and who signs it off — the workflow path and the approval policy, across all modules.
- [Workflows & Approvals — User Guide](https://docs.hitaji360.com/workflows/user/index.md): Set up document lifecycles and approval sign-off for every Hitaji 360 ERP module, all from one screen.
- [Workflows & Approvals — Overview](https://docs.hitaji360.com/workflows/user/overview.md): How the two layers fit together — the workflow decides a document's path, the approval policy decides who signs off.
- [Accessing Workflows & Approvals](https://docs.hitaji360.com/workflows/user/accessing.md): Where to find the screen, who can use it, and the split between tenant-wide workflow shape and per-business approval policy.
- [The Workflow Editor](https://docs.hitaji360.com/workflows/user/the-workflow-editor.md): A walkthrough of the document catalog, the visual and form views, adding states and transitions, locked system steps, and reset-to-default.
- [Role Bindings — pointing a role at specific people](https://docs.hitaji360.com/workflows/user/role-bindings.md): Narrow a workflow role to specific users or groups, and understand how bindings change who can act on a transition.
- [How Approvals Work Day to Day](https://docs.hitaji360.com/workflows/user/how-approvals-work.md): The runtime side — submitting, multi-step approval, rejection, queries, amount-based routing, and why a document gets stuck in Pending.
- [Document Types Reference](https://docs.hitaji360.com/workflows/user/document-types-reference.md): A per-document map of states, transitions, approval gates, reject destinations, and shipped default approval chains across all ERP modules.