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Administration Overview
The Administration module is the control centre of PinkApple ERP. It contains all the setup and configuration pages that define how your company operates on the platform.
Module Structure
Administration is organised into several sections:
General Setup
Foundational configuration for your organisation:
| Page | Purpose |
|---|---|
| Organisation Details | Company settings — timezone, language, currency, date format, service display names |
| Business Units & Types | Define your organisational hierarchy (branches, departments, regions) |
| Client & Group Types | Configure the types of clients and groups your organisation serves |
| Templates | Document and communication templates |
| Configurations | System-level configuration keys and feature toggles |
| Custom Fields | Define additional fields for any entity (clients, accounts, transactions, etc.) |
Access Control
User management and security:
| Page | Purpose |
|---|---|
| Users | Create and manage user accounts, assign roles and business units |
| Roles | Define roles with granular permission sets |
| Approval Levels | Set up approval tiers (e.g., Level 1, Level 2, Level 3) |
| Approval Configurations | Configure approval chains for different entities and actions |
Financial Setup
Financial configuration that underpins all transaction processing:
| Page | Purpose |
|---|---|
| Currency | Activate currencies and set the base currency |
| Exchange Rates | Manage exchange rates for multi-currency operations |
| Calendar Policy | Define business days and weekends |
| Fiscal Calendar | Set up fiscal year calendars |
| Fiscal Periods | Generate and manage accounting periods |
| Denominations | Currency denomination management |
| Tills & Drawers | Till and cash drawer configuration |
| Pricing | Pricing profiles and fee structures |
| EOD Processing | End-of-day processing and business day management |
| Budgets | Budget creation and variance tracking |
Accounting Setup
Chart of accounts and GL configuration:
| Page | Purpose |
|---|---|
| Chart of Accounts | Build and manage your GL account hierarchy |
| GL Posting Rules | Define how transactions map to GL entries |
| GL Posting Approval | Configure approval workflows for GL postings |
Products
Product configuration for lending and deposits:
| Page | Purpose |
|---|---|
| Loan Products | Configure loan product types, interest models, and fee structures |
| Deposit Products | Configure deposit account types and interest rules |
Additional Sections
| Section | Pages |
|---|---|
| Shares Administration | Share products, group types, GL links, BU restrictions, posting rules |
| Assets Administration | Asset types, asset books, asset products, depreciation rules, GL integration |
| HR Administration | Organisation (jobs & positions), leave & attendance config, compensation, talent, clearance |
| Reporting Administration | Report catalog, financial statement templates, report builder, system settings |
| Custom Fields | Field definitions for clients, groups, loans, deposits, assets, HR, transactions, users |
Setup Sequence
When configuring a new company, follow this recommended order:
1. Organisation Details (timezone, currency, date format)
↓
2. Business Units & Types (hierarchy)
↓
3. Users & Roles (access control)
↓
4. Currency & Exchange Rates
↓
5. Calendar Policy → Fiscal Calendar → Fiscal Periods
↓
6. Chart of Accounts (GL hierarchy)
↓
7. GL Posting Rules & Approval Policies
↓
8. Products (Loan, Deposit, Share, Asset)
↓
9. Pricing & Fee Structures
↓
10. Custom Fields (as needed)WARNING
Each step depends on the previous ones. For example, you cannot create fiscal periods without a fiscal calendar, and you cannot configure GL posting rules without a chart of accounts.