BEXO ERP — Quick Reference Card
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Login Flow
1. Launch BEXO.UI.exe
2. Enter Username & Password
3. Select Company
4. Click Login → Dashboard loads
Test Credentials:
Username: designer
Password: Test@123
Most Used Shortcuts (Keyboard)
| Task | Shortcut |
|---|---|
| Create New Invoice | Ctrl+N (in Invoices) |
| Save Record | Ctrl+S |
| Print Document | Ctrl+P |
| Search | Ctrl+F |
| Logout | Ctrl+Q |
5-Minute Tasks
Create Customer
Dashboard → Customers → Add New
Fill: Name, Email, Phone, Credit Limit
Click: Save
Create Invoice
Invoices → Create New
Select: Customer, Date
Add: Line Items (Product, Qty, Rate)
Click: Save & Create
Record Payment
Payments → Customer Payment
Select: Invoice
Enter: Amount, Method, Reference
Click: Record Payment
Check Stock Balance
Inventory → Stock Report
Filter: Product Code or Name
View: Current Balance, Reorder Level
Common Error Codes
| Error | Meaning | Fix |
|---|---|---|
| 400 | Invalid data | Check required fields are filled |
| 401 | Not authenticated | Login again with correct credentials |
| 403 | Insufficient permission | Ask admin for role upgrade |
| 404 | Record not found | Verify ID/Code exists |
| 409 | Duplicate entry | Check for duplicate customer/invoice number |
| 500 | Server error | Restart application and try again |
Account Codes Quick Lookup
1000-1999: ASSETS
1010 = Cash
1020 = Bank Account
1200 = Accounts Receivable
1300 = Inventory
2000-2999: LIABILITIES
2010 = Accounts Payable
2050 = Salary Payable
3000-3999: EQUITY
3010 = Capital
4000-4999: REVENUE
4100 = Sales
5000-5999: EXPENSES
5100 = Rent
5200 = Utilities
5300 = Salaries
Monthly Close Checklist (30-Min Version)
☐ All invoices entered & confirmed
☐ All payments recorded
☐ Bank reconciliation done
☐ Payroll processed
☐ Trial Balance = BALANCED
☐ P&L Statement reviewed
☐ Reports exported & archived
Emergency Contact
Can't Login? - Check CAPS LOCK off - Verify company selection - Reset password via IT
Data Not Saving? - Check internet connection - Try saving again - Restart application
Payment Won't Post? - Verify amount ≤ Invoice total - Check payment method selected - Confirm reference number entered
Need Help? Contact: IT Helpdesk x2000
System Status Check
# Check if API is running (Windows Server)
Test-NetConnection -ComputerName <api-server> -Port 5443
# Check database (DBA only)
sqlcmd -S <server> -d BEXO_ERP -Q "SELECT COUNT(*) FROM Companies"
Last Updated: 2026-05-30
Version: 1.0