Rabbit Accounts User Manual

Login supports sign in, shared demo credential display, manual link, validation, redirect.

The Dashboard is the landing page after login, providing business health overview with KPIs, charts, and quick actions.

Settings supports business settings, save/reset/defaults, persistence validation.

Dashboard showing vendor account balances, aging analysis, payment schedules, and summary KPIs for accounts payable management.

Sales Summary Report supports date/view filters, sales summary, top-products view, sales-trends view, export.

Financial reporting suite including Balance Sheet, Profit & Loss, Cash Flow, Trial Balance, General Ledger, and Tax Reports.

Financial reporting suite including Balance Sheet, Profit & Loss, Cash Flow, Trial Balance, General Ledger, and Tax Reports.

Financial reporting suite including Balance Sheet, Profit & Loss, Cash Flow, Trial Balance, General Ledger, and Tax Reports.

Customer management with CRUD operations, filters, Excel import, and customer directory.

Sales order management with create, edit, view, filter, and payment tracking capabilities.

Sales Order Detail supports breadcrumb/back navigation, header totals, item lines, status review, follow-up actions.

Customer collections management with receivables snapshot, payment recording, allocation preview, and payment history.

Accounts receivable, customer aging, credit utilization, and collection risk review for the selected business.

Overdue Receivables supports overdue queue, filter badges, generate notices, view details, send and delete actions.

Collection Rules supports reminder/rule list, create/edit rule, activate/deactivate, message preview, filters.

Customer Statements supports statement generation, customer selection, period filters, view details, send/download.

Receipt processing with OCR upload, AI-powered text extraction, and order creation from receipts.

Bank Statements supports account selector, file upload, parse preview, import, validation and duplicate handling.

Comprehensive sales analytics with trends, categories, customer segmentation, peak hours, AOV analysis, and forecasting.

Credit Management supports credit limit review, hold/release, risk indicators, filters.

Customer Analysis Report supports customer segmentation, value analysis, filters, charts, exports.

Financial reporting suite including Balance Sheet, Profit & Loss, Cash Flow, Trial Balance, General Ledger, and Tax Reports.

Financial reporting suite including Balance Sheet, Profit & Loss, Cash Flow, Trial Balance, General Ledger, and Tax Reports.

Stock Transfer History Report supports date and location filters, transfer history grid, movement analysis, export.

Product management with inventory view, batch view, filters, Excel import, and CRUD operations.

Inventory batches management showing FIFO cost layers with batch details and remaining quantities.

FIFO Sales supports FIFO costing review, stock-consumption visibility, filters and summaries.

Locations supports location list, create/edit, set default, activate/deactivate, in-use protection.

Stock Transfers supports transfer header, line item selection, quantity validation, draft/in-transit/complete/cancel workflow.

FIFO-based batch profitability analysis with P&L by batch, vendor performance ranking, quality cost analysis, and expiry tracking.

Wastage Tracking supports wastage entry/review, filters, loss tracking, root-cause visibility.

Defective Stock supports defective stock queue, status handling, recovery/disposal actions, filters.

FIFO batch reconciliation with status tracking, FIFO queue visualization, and consumption history.

Advanced FIFO-based batch profitability analysis with P&L by batch, vendor performance ranking, quality cost analysis, and expiry tracking. **Note:** This page uses the same component as Batch Profitability (/batch-profitability). Refer to [16-UC-BatchProfitability.md](16-UC-BatchProfitability.md) for the complete use cases.

Intelligent stock alerts with AI-powered recommendations, reorder suggestions, and stock insights based on sales velocity and lead times.

Inventory Summary Report supports inventory KPI summary, stock/value review, filters, report export.

Vendor management with CRUD operations, filters, ratings, and vendor directory.

Vendor Invoices supports invoice list, create/edit, line entry, PO/GR linking, save/post state, match follow-up.

Vendor Performance Scorecard supports vendor scorecards, rankings, trend cards, comparison filters.

Vendor Analytics supports analytics cards, trend grids, vendor segmentation, filters.

Vendor accounts payable management with payments, allocations, adjustments, and approval workflows.

Payment allocation modal for matching vendor payments to vendor invoices (GRNs) with TDS deduction support.

Batch-linked accounts payable analysis with payment status, vendor linkage, cash flow forecast, and payment strategy recommendations.

AP Match Exceptions supports exception queue, filter by severity/type/status, approve/reject, detail inspection.

Financial reporting suite including Balance Sheet, Profit & Loss, Cash Flow, Trial Balance, General Ledger, and Tax Reports.

Financial reporting suite including Balance Sheet, Profit & Loss, Cash Flow, Trial Balance, General Ledger, and Tax Reports.

Reports hub page providing current navigation to 15 report destinations across 4 categories: Sales, Customer, Inventory, and Financial. Tile availability and destinations are driven by `ReportConfigurationService`.

Product cost variance analysis with trend detection, severity categorization, and purchasing recommendations.

Excel file import and validation for bulk data operations including products, customers, vendors, and transactions.

Purchase Order to Goods Receipt integration with matching, variance approvals, exception handling, and compliance reporting.

Financial reporting suite including Balance Sheet, Profit & Loss, Cash Flow, Trial Balance, General Ledger, and Tax Reports.

Financial reporting suite including Balance Sheet, Profit & Loss, Cash Flow, Trial Balance, General Ledger, and Tax Reports.

Financial reporting suite including Balance Sheet, Profit & Loss, Cash Flow, Trial Balance, General Ledger, and Tax Reports.

Financial reporting suite including Balance Sheet, Profit & Loss, Cash Flow, Trial Balance, General Ledger, and Tax Reports.

Tax Summary Report supports tax summary load, filter, review and export or redirect handling.

Financial reporting suite including Balance Sheet, Profit & Loss, Cash Flow, Trial Balance, General Ledger, and Tax Reports.

Bank Reconciliation Report supports statement selector, matched/unmatched breakdown, variance summary, export.

Chart Of Accounts supports account tree, search/filter, seed default COA, create/edit, block/activate/delete.

Manual Journals supports draft journal entry, line balancing, post workflow, reverse/reference actions, filters.

Recurring Journals supports schedule templates, create/edit, activate/deactivate, generate now, next-run review.

Accounting Periods supports period setup, close/reopen/lock, year-end close, overlap validation, filters.

Bank Reconciliation supports statement selector, matched/unmatched views, auto-match, manual match/unmatch, variance review.