Features

Everything it does, menu by menu.

Nearly two hundred screens on ten numbered menus: accounting, billing, stock, banking, GST and payroll. Pick an area from the index, or look a screen up by name.

Download free for 30 days Look a screen up
Nearly 200screens
11numbered menus
30 daysfree, every module
Index Vertex ERP Menu
  1. Importing your files278
  2. Accounting and the ledger123
  3. Billing and invoicing8
  4. Stock and inventory5
  5. Banking2
  6. Reports and final accounts63
  7. GST0
  8. Payroll4
Every area of the software, and the menu it lives on.
Looking for one screen?

Type what it's called.

Each result names the menu it lives on and the two keys you press in the software.

    Each result shows the two keys that open it: the menu number, then the letter. Every screen is written up in the help centre.

    On menus 278

    Importing your files

    A bill, a bank statement, a statement from another package. A PDF, a spreadsheet, or a photograph taken on a phone. It reads them, and it reads them on your own PC.

    Coming in an updateIn testing now, and arriving in a software update.

    2D

    Bank Statement Import

    Coming in an update

    The bank's own PDF, even password protected, Excel, CSV or a photograph. Every line arrives with its ledger.

    Read more
    3A

    Party Ledger Reconciliation

    Coming in an update

    A party's ledger of your account, read from their PDF and paired with yours. What disagrees is listed.

    Read more
    8R

    Purchase Bill Import

    Coming in an update

    A supplier's PDF or a photo of the bill becomes a purchase with its stock, found by the GSTIN.

    Read more
    • A spreadsheet of mastersAccounts, parties, items, opening balances and whole vouchers from an .xlsx or a CSV, on the Utility menu.
    • Books from your old packageBring Books Across, on the Utility menu, for a business changing over rather than starting fresh.
    • Nothing is sent anywhereNo cloud service and no upload. Character recognition fetches its language file once, about ten megabytes, then works offline.
    More about importing
    The Day Book in Vertex ERP: 201 entries for the demo company, debit and credit both 69,96,226.22.
    The Day Book: every entry in order, and both columns agree to the paisa.
    On menus 123

    Accounting and the ledger

    One continuous double-entry ledger, with the masters, the vouchers and every statement that reads off them.

    • The mastersAccount heads and groups, parties, cost centres, voucher types, bank accounts, agents, branches, and every opening balance.
    • Keying the dayJournals and contras, receipts and payments, debit and credit notes, and a voucher list to find anything you keyed.
    • What you read backThe A/c statement, the ledger, the cash book, the day book, debtors and creditors, and the cheque register.
    • Bill by billMoney is put against the bills it pays, so outstanding ages bill by bill rather than as one lump.
    All 26 screens on the Master menu 1
    • A/c Head
    • Parties
    • Item Master
    • Item Group
    • Invoice Series
    • Agent Master
    • Op. Balance of A/c
    • HSN / SAC Lookup
    • Cost Centre Master
    • Godown / Warehouse
    • Rack Master
    • Rack Layout
    • Branch Master
    • Account Master
    • Brand
    • Colour
    • Category
    • Size
    • Employee Master
    • Fixed Asset Register
    • Budget
    • Generate Barcodes
    • Voucher Type
    • Cost Category
    • Bank Account Master
    • Interest Rate
    More about accounting
    On menu 8

    Billing and invoicing

    The document a customer actually receives, and the whole order cycle behind it.

    All 15 invoice designs, as printed
    Selling
    1. Quotation
    2. Sales order
    3. Delivery challan
    4. GST tax invoice
    Buying
    1. Purchase order
    2. Goods receipt note
    3. GST purchase
    Every document in the cycle has its own screen, with rejections out and in.
    The GST Tax Invoice screen in Vertex ERP, ready for a new bill, with a scan box above the item grid.
    The GST tax invoice screen, keyed straight down the grid.
    • The billGST tax invoices and bills of supply, cash memos, credit and debit notes, invoice series, and a manual bill book for what was written by hand.
    • The order cycleQuotation, sales order, delivery challan, purchase order and goods receipt note.
    • Purchases, read off the billComing in an updateKeyed by hand, or read out of a supplier's own PDF or a photograph. The stock comes in with it.
    • The printed pageYour own layout and header, placed on the stationery you already buy.
    All 17 screens on the Bill and Purchase menu 8
    • GST Tax Invoice
    • View All Invoices
    • Manual Bill Book
    • GST Purchases
    • Import a Purchase Bill
    • View All Purchases
    • Credit & Debit Notes
    • Quotation
    • Sales Order
    • Delivery Challan
    • Purchase Order
    • Goods Receipt Note
    • Invoice Print Setup
    • Rejection Out
    • Rejection In
    • Price List
    • Transporter Master
    More about billing
    On menu 5

    Stock and inventory

    Stock that agrees with the ledger, down to the rack it is standing on.

    • Where it isGodowns and warehouses, racks with a wall map you can read at a glance, and transfers between them.
    • What it isBatches and lots, expiry, serial numbers, brand, colour, category and size, and unit conversion.
    • What to do about itReorder levels and a shortage list, dead stock, ageing, fast and slow moving, and the item dashboard.
    • Getting it rightStock taking, adjustment and conversion, and the closing stock reaches the trading account without being typed twice.
    All 25 screens on the Stock menu 5
    • Stock Summary
    • Stock Ledger
    • Rack Layout
    • Godown Report
    • Godown Transfer
    • Batch / Lot
    • Batch Report
    • Expiry
    • Serial Numbers
    • Reorder Level
    • Dead Stock
    • Stock Ageing
    • Fast Moving
    • Slow Moving
    • Party Wise Sale / Purchase
    • HSN Wise Sale / Purchase
    • Item Dashboard
    • Stock In
    • Stock Out
    • Rack Transfer
    • Stock Taking
    • Shortage List
    • Stock Adjustment
    • Stock Update
    • Stock Conversion
    More about stock
    The Stock Summary screen in Vertex ERP for the demo company.
    The stock summary.
    On menu 2

    Banking

    The bank statement your bank actually sends you, in any of four kinds of file, read without a converter in the middle.

    • Excel.xls and .xlsx, as the bank sends it.
    • CSVA plain export, with no columns to map.
    • The bank's own PDFEven a password-protected one.
    • A photographRead by character recognition on your own PC.

    Coming in an updateIn testing now, and arriving in a software update.

    • ReconciliationStrike the statement against the books and see what has not cleared, with the difference explained rather than merely shown.
    • Cheque printingOn your own cheque book, with a layout for each bank that you calibrate once against a test sheet.
    • The cheque registerWhat was issued, what has cleared, and what is still outstanding.

    Bank Import, Bank Reconciliation and Cheque Printing are on 2 Feeding; the cheque register and cash and bank balances are on 3 Reports.

    More about banking
    On menus 63

    Reports and final accounts

    The statements an accountant asks for, on screen, on paper, or out to a spreadsheet.

    Final the year's accounts Menu 6
    1. Trial Balance6A
    2. Trading & Profit and Loss6B
    3. Balance Sheet6C
    4. Cost Centre Profit & Loss6D
    5. Cash Flow6E
    6. Funds Flow6I
    7. Ratio Analysis6J
    The Trial Balance in Vertex ERP: debits and credits 37,70,537.27, difference 0.00.
    The trial balance, worked out from the ledger every time. Difference: 0.00.
    • Across the businessCost centre P&L, actual against budget, branch-wise trial balance, and consolidated reports across companies.
    • Day to dayDay book, sale and purchase books, outstanding with ageing, reminders and follow-ups.
    • Out of the softwareEvery report prints on a real page and exports to a spreadsheet.
    All 11 screens on the Final menu 6
    • Trial Balance
    • Trading & Profit and Loss A/c
    • Balance Sheet
    • Cost Centre Profit & Loss
    • Cash Flow
    • Funds Flow
    • Ratio Analysis
    • Actual against Budget
    • Branch-wise Trial Balance
    • Group (Multi-Company)
    • Chart Reports
    More about reports
    GSTR-1 for August 2026 in Vertex ERP: 18 invoices, taxable 2,49,218.00, with a check before filing.
    GSTR-1, built from your own bills, with a check before you file.
    On menu 0

    GST, the way the portal wants it

    From the invoice through to the annual return, with a check before you file, so a wrong GSTIN is found here rather than on the portal.

    • GSTR-1
    • GSTR-3B
    • GSTR-2B reconciliation
    • GSTR-2A
    • GSTR-9 annual
    • HSN summary
    • Check before filing
    • CMP-08 and GSTR-4
    • E-way bill
    • ITC 180-day rule
    • Form 3CD, clause 44
    • Verified GSTINs
    The whole GST page
    On menu 4

    Payroll

    Paying people, from the salary structure to Form 16.

    Coming in an updateIn testing now, and arriving in a software update.

    • PayrollEmployee master and salary structure, attendance and leave, the salary run and register, advances, loans and bonuses.
    • Statutory deductionsPF, ESI and professional tax, worked out on the run rather than typed in afterwards.
    • Income tax on salaryThe slabs for a year, what each person declared, and Form 16.

    Not sold on any plan while it is in testing.

    All 10 payroll screens on the General menu 4
    • Salary Structure
    • Attendance
    • Leave
    • Salary Run
    • Salary Register
    • Advance / Loan / Bonus
    • PF / ESI / Professional Tax
    • Form 16
    • TDS on Salary
    • Employee Master
    More about payroll
    Everywhere at once

    And the things that are not on a menu.

    • Your books stay on your PCThe whole of the accounts is a folder on the machine in front of you.
    • A backup is a file you can holdAutomatic on a timer, and by a button whenever you want one.
    • An audit trail that cannot be turned offEvery change recorded, with who made it and when.
    • A second program when the first will not openVertex ERP Support installs beside it and sends us what we need.
    • Works over the networkEvery PC pointed at the main computer, everybody working at once.
    • Users and rolesSix roles, so a data-entry operator cannot reach the balance sheet.
    Free for 30 days

    Every screen on this page, on your own PC.

    The complete software, every module. On day thirty-one it asks for a licence key, and everything you entered stays exactly where it is.

    Read about the trial See plans & prices
    Vertex ERP for Windows and MacFrom vertexerp.co.in
    Windows
    1.1.12 · 183 MB
    Mac
    Apple silicon
    Trial
    30 days, every module
    Card
    Not needed
    Download