What the Assistant will not do
Purpose
- See the limits before you rely on chat: it asks before it posts, it stays inside the current company, and several jobs exist only on the side menu.
- When chat cannot do the job, use that screen or contact KinraSoft support.
Menu path
- AI Agents for what chat can start. The left side menu for everything in Use the side menu for these.
Assistant
- How to use lists the create flows chat supports. If your job is not on that list and not on a task chip, use the screen chapter. See How to ask.
Confirm before it posts
- Read the document type chat names.
- Read the accounts.
- Click YES / Save / Confirm accounts and create transaction only when both are right.
- NO / Cancel — do not post leaves that document unsaved.
- Chat will not save a sales invoice, bill, receipt, payment, or journal while you are still answering questions.
- Scan receipt is different: Upload creates an Expenses document, then opens it for you to check. See Scan from chat. Cancel before Upload stores nothing.
Stay in this company
- Check the company name you are logged into.
- Switch Company under your name (cog) if it is wrong.
- Run the wizard again in the correct file.
- Create company saves the new profile and does not switch you into it. See Create and edit a company.
When chat stops
- If it says the procedure is not covered in the manual, stop rephrasing the same how-to.
- Open the side-menu chapter for that job. See Menu map.
- Contact KinraSoft support when the screen is missing, a permission blocks you, or the manual has no procedure. Do not ask chat to bypass a role. See Support and version and Permissions.
Use the side menu for these
- Quotation, then sales order, then delivery order, then invoice — Sales Document. See Quotation, Sales order, Delivery order, and Sales invoice.
- Purchase order, then goods received, then bill — Purchase Document. See Purchase order and goods received and Purchase invoice.
- Fast Sales / Fast Purchase spreadsheet. See Fast sales and Fast purchase.
- Logo, letterhead, print layout, column settings — Company Setup and the document screen. See Company.
- Find, filter, print, email, bulk print — the document listing.
- Bank reconciliation matching grid and statement import — Bank. See Bank statement and Bank reconciliation. Bank & close in chat is month-end and year-end only. See Month-end close and Year-end closing.
- Profit and loss, balance sheet, trial balance, ledger, cash flow, group report (print or drill-down) — Financial Report. See Ledger through Group report. Chat can still answer Profit this month. See Ask the books.
- Stock received, issue, transfer, adjustment, stock reports — Inventory. See Inventory. Chat can Add stock / Edit stock item only.
- Users, roles, user groups, invite accountant — Accountant Tools. See Users, groups, and roles and Invite accountant.
- Opening balances and stock value generate — Account Setup. There is no opening-balance chip. See Opening balance, Customer and supplier opening balances, and Stock value.
- SST return, SST audit, GST — Maintain Tax. See SST return and SST audit.
- Fixed asset register and depreciation report screens — Fixed Assets. See Fixed asset setup and Depreciation journal. Chat can post a fixed asset purchase or a depreciation journal when you ask.
- Every extra master field (all delivery addresses, price categories, department, project) — the maintenance screen. See Company setup and master data.
- Chat is not a second set of books. What it saves is the same company data as the screens. If a wizard finishes, the document is on the listing.
- Chat does not invent tax law. e-Invoice rules come from the loaded Q&A and guidelines. See e-Invoice FAQ. Submit e-Invoice works on documents you already saved. See Submit and check status. It will not file an SST return.
If something goes wrong
- You expected a listing, a PDF, or letterhead inside chat. Open the side-menu screen in the list above.
- Chat says the procedure is not in the manual. Use the menu path in the matching chapter, or contact KinraSoft support. See Menu map and Support and version.
- NO and a document appeared anyway. Check whether you had already clicked YES or Upload (scan). Void or delete from the listing.
- A teammate cannot see AI Agents. Their role may hide it. They can still use the screens they are allowed to open.
- You asked chat to ignore a permission or post without confirm. It should not. Use a user who has the role, and confirm on the form.
- Figures in chat disagree with a printed report. The printed statement is the financial reports. Ask again after month-end adjustments.