The Master Data Module in Easy Khata acts as the backbone for your entire business setup. It defines all core configurations like tax rates, units, categories, and payment modes that get reused throughout invoices, items, ledgers, and reports — helping you maintain consistency, accuracy, and speed.
Why You Should Use the Master Tables Module
Purpose
- Set up foundational elements such as units, tax rates, and categories
- Ensure consistent and accurate data in every transaction
- Reduce repetitive typing by selecting from reusable master values
- Enable structured reporting and regulatory compliance
- Adapt easily to your business needs by modifying master settings
Key Features
- Tax Masters – Define GST slabs, CESS amounts, and TDS rates
- Units Master – Add item units like pcs, kg, liter, etc.
- Category Master – Group similar items under labels like “Electronics” or “Services”
- Payment Modes – Customize accepted methods like Cash, UPI, Bank, etc.
- Ledger Groups – Organize accounts like Sales, Purchases, and Expenses
- Invoice Terms – Define default conditions for every invoice or document
- Dynamic Control – Add, modify, or delete entries as your business evolves
- Integration Ready – Data feeds into all modules where relevant
Step-by-Step Instructions
A. Access Master Tables
- Navigate to Settings > Master Tables
- Select the master you want to manage (e.g., Taxes, Units)
B. Add a New Entry
- Tap Add New within the chosen section
- Enter the required details (e.g., unit name, tax percentage)
- Tap Save to finalize
C. Edit or Delete an Entry
- Tap the 3-dot menu next to the entry
- Select Edit to update or Delete to remove
D. Use in Transactions
- When creating an invoice or item, relevant master fields (Unit, Tax, etc.) auto-load
- Select from saved values for faster, error-free data entry
E. Impact in Reports
- Reports, ledgers, and analytics depend on master values for accuracy
- Any updates in masters automatically reflect across relevant modules
Best Practices
- Configure all master tables before you begin creating invoices or items
- Keep tax rates aligned with latest government norms for GST compliance
- Maintain consistent usage of units and categories across all entries
- Avoid deleting entries already used in past transactions
- Periodically review and update master settings during audits or system updates
Conclusion
Master Tables ensure that the data across your Easy Khata account remains uniform, efficient, and ready for seamless reporting and compliance. Setting it up right at the start saves you time and confusion later.
Call to Action
Head to the Master Tables section and configure your tax, unit, and category settings to streamline your business from the ground up.