Before Your First Invoice
Prepare your first ERP invoice with customer details, items, prices and team responsibilities. Review the invoicing workflow and customer account before go-live.
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Business resources
Accounting and business management resources
Prepare for ERP with guides to choosing a system, migrating data, accounting and inventory management, plus calculators that explain your business numbers.
Make sense of your business numbers
Accounting knowledge
Practical guides to accounting, inventory, costs, cash flow and choosing ERP, with examples to help Saudi business owners understand their numbers.
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Make sense of your business numbers
Calculators & tools
Calculate VAT, salary, end-of-service benefits, profit margins and discounts, or prepare journal drafts and invoice QR codes. Free WaliERP tools with clear examples.
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Resources
Help center
Find answers about your account, WaliERP plans and getting started with invoices, inventory and reports.
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Resources
Getting started checklist
An interactive checklist for organising business data before you start. Progress is saved in your browser.
Explore the details: Getting started checklistInventory Preparation Checklist
Prepare inventory for ERP with a practical checklist covering item cleanup, units, warehouses, quantity reviews and team roles before daily sales and purchasing.
Explore the details: Inventory Preparation ChecklistHow to Choose Accounting Software and an ERP System
Choose ERP and accounting software around your business workflow. Compare features, implementation and total cost, and prepare useful questions for a WaliERP demo.
Explore the details: How to Choose Accounting Software and an ERP SystemMoving to Accounting Software: A Practical Data Checklist
Plan data migration to accounting software and ERP. Clean customer and item records, set a start date, reconcile balances and inventory, and test before go-live.
Explore the details: Moving to Accounting Software: A Practical Data ChecklistPreparing a Chart of Accounts before ERP Setup
Prepare a chart of accounts for ERP: define reporting needs, account structure and numbering, then test classifications and approve the chart before importing it.
Explore the details: Preparing a Chart of Accounts before ERP SetupCleaning Customer and Supplier Data
Clean customer and supplier data before ERP migration. Identify duplicates, standardize names and contact details, and preserve source records and distinct accounts.
Explore the details: Cleaning Customer and Supplier DataReviewing Opening Balances before Go-live
Review ERP opening balances by reconciling the ledger, customers, suppliers, banks and inventory, with a clear cut-off date, control totals and acceptance criteria.
Explore the details: Reviewing Opening Balances before Go-liveOrganising Stock-count Day: Roles, Cut-off, Counting and Reconciliation
Organize stock-count day with a plan for locations, teams, count sheets and stock movements. Review differences, recounts and approval before adjusting inventory.
Explore the details: Organising Stock-count Day: Roles, Cut-off, Counting and ReconciliationFirst Month-end Close after ERP Implementation
Plan the first month-end close after ERP implementation. Review documents, reconciliations, entries and financial statements, with clear owners for outstanding items.
Explore the details: First Month-end Close after ERP ImplementationPreparing an ERP Demonstration Scenario from Start to Report
Build an ERP demo scenario from transaction to report. Define users, sales and purchasing steps, exceptions and expected outcomes to evaluate your business workflow.
Explore the details: Preparing an ERP Demonstration Scenario from Start to ReportERP Requirements and System Comparison Document
Compare ERP systems with a requirements document linking business needs to priority, acceptance evidence, cost and ownership for a clear software selection decision.
Explore the details: ERP Requirements and System Comparison DocumentQuestions for Verifying E-invoicing Requirements
Evaluate Saudi e-invoicing software with questions on your business phase, invoice issuance, storage, integration and evidence before selecting an ERP system.
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