Frequently asked questions
Short answers to the questions users ask most, each with a link to the full article.
Getting started
Is my data safe and private? Each company's data is kept separate, and only your users can see it. The database itself enforces this too: every connection your users open is limited to your company's records. Users sign in with their own password, optionally with two-factor authentication. The company owner can download a complete backup from Settings › Data BackUp. See Backup, reset and delete.
Which cookies does Zhmara X use? Only the cookies needed to sign in, protect forms and remember your language, plus Google Analytics if you accept it in the cookie banner. Change your choice with Cookie settings at the bottom of the website. See Cookies.
Can I change the base currency later? Only until you record your first transaction or opening balance. See Currencies.
Can I use Zhmara X in Kurdish or Arabic? Yes. Switch the language with the flag at the top of the app; Kurdish and Arabic screens are right-to-left. Each user can choose their own language.
I made a mess while testing. Can I start over? The company owner can reset the company to empty. Your account and plan stay. See Reset company data.
Daily work
Why can't I find a menu or page? It isn't in your plan, or your role doesn't allow it. See Roles and permissions.
What is the difference between Save as Draft and Save as Approve? A draft changes nothing in your books; approved posts the accounts and moves stock. See Draft and approved documents.
How do I sell to a walk-in customer? Use the default (cash) customer, or the POS. On an invoice you can type the buyer's name in Manual Customer Name.
How do I record a customer paying several invoices at once? Use Payments Received and enter an amount against each invoice. See Payments received.
The customer returned goods. What do I do? Open the invoice and click Create Credit Note. See Credit notes.
Why can't I sell an item that shows stock? The stock is probably in another warehouse, batch or variant than the one on the line, or the batch has expired. Check with the Stock Movement report. See Stock rules.
Why can't I edit an old purchase bill? Its goods were sold or moved afterwards, the period is closed, or it has payments. Correct it with a debit note or a stock adjustment instead. See Draft and approved documents.
Why does Open Invoices show more than the customer's statement? Credit notes lower the customer's balance but not the balance due of the original invoices. The statement is the true balance. See Customer reports.
Accounting
Where do I enter my opening balances? On accounts (Chart of Accounts), customers, suppliers, bank accounts and as opening stock. See Opening balances.
How do I close the year? Close every month, then close the year for each project. See Financial years and closing.
Which accounts does an invoice post to? See What each document posts.
Why is there an amount in Opening Balance Equity? Some opening balances don't balance each other yet, for example assets were entered but not the capital or loans. See Opening balances.
Still stuck?
Contact Zhmara X support from the Contact link in the app's Help & Support menu, and tell us the page, what you did, and the exact message you saw.