Using Unleashed in stand alone

Using Unleashed in stand alone

Unleashed provides a stand alone option when you are not connected to your accounting provider. This is the default setting. When Unleashed is not connected to an accounting provider then Unleashed will include the following;

  1. All Accounting Provider connections are turned off, so no data will be sent anywhere (to a third party) no matter what.
  2. You should use the stock movement enquiry to find out the following things:
    • Opening and closing stock (by user defined period). Completed sales (revenue for P&L).
    • Completed receipts for your balance sheet; as you will need to journal these figures into your accounting system.

  3. To run the report to show financial information to enter your accounting system go to:  Reports | Inventory | Stock Movement.


  1. Select the date period and any other filters you wish to report on and press ‘Run’ to update the figures for the selected period
  2. Enter the figures into your accounting system.
There is no ability to age debtors and creditors with this feature. It is assumed that if you are using this feature then you will populate your accounting system with the above data, if you are not comfortable with this operation we recommend continuing to use your accounting provider.

 


    • Related Articles

    • Using the Production Module

      Using the Production module enables you to create, view, and manage the production (manufacture) of goods in your inventory management process.  Unleashed is setup like a production line, it flows from left to right through the business process, ...

    • Unleashed API Access

      To access the Unleashed API page, go to Integration | Unleashed API Access or Integration | Integration Store | Unleashed API.Only the account owner can access and view this page. The Unleashed API Access page provides the information needed to ...

    • Using the Vend Sales Ledger

      What is the Sales Ledger? How is Sales Ledger different from Sales History? States of Sales in the Sales Ledger Finding your way around the Sales ledger Filters List of sales Sales Ledger and Training Mode Best Practices for using the Sales Ledger ...

    • Setting Up and Using Loyalty in Vend

      What is it? Vend Loyalty is a system where your customers earn dollars to spend in your store with every purchase they make. It's designed to be as simple as possible for you and your customers. This means no points. No buy 9, get 10th free. Simple ...

    • Using Vend Cash Rounding with Xero

      If you are using Vend cash rounding and have an integration with Xero, you will need to set up your store so that cash rounding amounts flow through to Xero when cash sales are rounded. To learn how to set this up, follow the steps below: Important: ...