Help Center - SOAS ERP
Step-by-step guides from the SOAS ERP User Manual. Finance, Sales, Purchasing, Inventory, Payroll & AI accounting. English & French.
Browse Help Topics
Topics from the SOAS ERP User Manual v2.0 — Finance, Sales, Purchasing, Banking, Inventory & more.
Getting Started
Account creation, login, first entity setup, and user roles. Based on Manual Section 2.
Core Accounting
Chart of accounts, journal entries, financial statements, budgeting, and fixed assets. Manual Section 3.
Sales Management
Customers, quotes, invoices, payments, credit notes, and customer portal. Manual Section 4.
Purchase Management
Vendors, bills, expenses, purchase orders, and vendor credits. Manual Section 5.
Banking & Reconciliation
Bank accounts, transactions, reconciliation, and transaction rules. Manual Section 6.
Inventory Management
Items, stock tracking, serial/lot, warehouses, BOM, work orders, and MRP. Manual Section 7.
Reports, Tax & Settings
Financial reporting, tax configuration, and system settings. Manual Sections 11, 12, 15.
Quick Finder
Jump directly to any common task — from the SOAS ERP User Manual Section 1
| I want to… | Manual Section |
|---|---|
| Create an account and log in | 2.1 Creating Your Account |
| Set up my company for the first time | 2.3 Setting Up Your First Entity |
| Add or edit accounts | 3.1 Chart of Accounts |
| Record a manual journal entry | 3.2 Journal Entries |
| Create an invoice for a customer | 4.3 Creating an Invoice |
| Record a customer payment | 4.3.4 Recording Payments |
| Enter a bill from a supplier | 5.2 Bills (Accounts Payable) |
| Pay a vendor | 5.2.2 Recording Bill Payments |
| Reconcile my bank account | 6.3 Bank Reconciliation |
| Add a product or service | 7.1 Creating an Item |
| Run P&L or balance sheet | 3.3 Financial Statements |
| Set up tax rates | 12.1 Tax Configuration |
| Add a user or change permissions | 15.2 User Management |
| Fix a login or balance issue | 16. Troubleshooting |
Quick Start Guide
From the SOAS ERP User Manual Section 2: Account creation, login, entity setup, and user roles—in 4 steps.
Creating Your Account
Register with a valid email, create a strong password, and verify your account. Manual Section 2.1.
Steps:
- 1. Open the SOAS ERP sign-up URL from your invitation or product website
- 2. Enter your email (double-check for typos — used for password resets)
- 3. Create a strong password: 8+ chars, uppercase, lowercase, numbers, symbol
- 4. Complete required fields and click Sign Up or Create Account
- 5. Check email for verification link; complete the short profile wizard on first login
Common Issues:
- • Email already registered → Forgot Password or use different email
- • Verification not received → Wait 5 min, check spam, add sender to contacts
- • Link expired → Request new verification from login page
Logging In
Access SOAS ERP using your verified email and password. Manual Section 2.2.
Quick Steps:
- 1. Go to the SOAS ERP login URL
- 2. Enter your registered email and password
- 3. Click Log In or Sign In
If your organization uses SSO, choose Log in with SSO. Can't log in? See Section 16.1: Can't Log In in the manual.
Setting Up Your First Entity
Create your company in SOAS ERP. An entity is one business unit; one login can access multiple entities. Manual Section 2.3.
Step 1 — Create the Entity:
Go to Settings → Entities or click Create Entity on the welcome dashboard. Fill in Entity Name, Legal Name, Tax ID, Address, Phone, Email, Fiscal Year Start, and Base Currency.
Step 2 — Configure Entity Settings:
Set Accounting Standards (IFRS, GAAP, or OHADA), Number Format, Date Format, Time Zone, and Multi-Currency if needed.
Step 3 — Chart of Accounts:
Go to Accounting → Chart of Accounts. Choose: Import Template (recommended — Standard, OHADA, Small Business), Start Fresh, or Import from Excel.
Step 4 — Opening Balances:
Go to Accounting → Opening Balances. Enter balances as of your start date. Verify Total Debits = Total Credits, then Lock when correct.
User Roles and Permissions
Assign the minimum role needed for each user. Manual Section 2.4.
Key Roles:
- Entity Admin — Full access: settings, all modules, user management
- Accountant — Accounting, journals, reports, banking, taxes
- Manager — Sales, purchases, reports, workflow approvals
- Salesperson — Customers, quotes, invoices
- Employee — Timesheets, expenses, personal HR only
Assigning a Role:
Go to Settings → Users & Roles → Add User. Enter email, full name, assign role(s) and entity access. Save; the user receives an invitation to set a password.
Most Popular Guides
High-value guides from the SOAS ERP User Manual
Chart of Accounts Management
Add, edit, and organize accounts. Import templates (Standard, OHADA, Small Business) or create manually. Manual Section 3.1.
Bank Reconciliation
Match SOAS ERP transactions to your bank statement. Start reconciliation, match transactions, resolve differences. Manual Section 6.3.
Creating an Invoice
Select customer, add line items, set dates and payment terms. Save and send. Recurring invoices and online payments. Manual Section 4.3.
Journal Entries
Manual entries for adjustments, depreciation, transfers. Double-entry rule: debits must equal credits. Posting and unposting. Manual Section 3.2.
Creating an Item (Product or Service)
Add products, services, or bundles. Set pricing, accounts, and inventory tracking. Serial/lot tracking. Manual Section 7.1.
Financial Statements
Trial Balance, Balance Sheet, Income Statement, Cash Flow. Run after verifying trial balance. Manual Section 3.3.
Video Tutorials
Visual step-by-step guides for mastering Solafide OHADA features
Frequently Asked Questions
Common questions about Solafide OHADA Accounting System
SOAS ERP is cloud-hosted. Requirements (Manual Section 1):
- Browser: Current Chrome, Firefox, Safari, or Edge
- Internet: Reliable broadband connection
- Screen: 1920×1080 or higher recommended
- Settings: JavaScript and cookies must be enabled
Manual Section 16.2 — Checklist:
- Unposted journal entries — Filter by Draft, post or correct them
- Opening balances — Verify debits = credits and date is correct
- Recent transactions — Review for wrong account, amount, or missing lines
- General Ledger — Drill down on the account that looks wrong
Manual Section 16.5 — Options:
- Help Center — Search for error message or task name
- Submit a Ticket — Include: what you did, expected vs. actual result, entity, username, screenshots
- Live Chat — During business hours for quick questions
- Phone Support — For urgent or complex issues
Export data (Settings → Data Management → Export) before contacting support for data-related issues.
Release Notes & Updates
Stay updated with the latest features and improvements
Version 2.0
Released February 2026
New Features
- • AI-Powered Document Processing — upload invoices/receipts for auto-extraction
- • Multi-Currency Support — live exchange rates and automatic conversions
- • Advanced Inventory — serial/lot tracking, multi-warehouse, MRP
- • Manufacturing Module — BOM, work orders, production planning
- • OHADA Compliance — report templates and account structures
Improvements
- • Enhanced interactive dashboards with filters and comparisons
- • Improved AI Insights and document extraction
- • Better bank reconciliation and transaction rules
- • Updated User Manual v2.0 and help guides
Version 1.5
Released 2024
Version 1.0
Released 2023
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