Column reference: other sources
You will know, for each data source other than Bookings, what one row is and which column groups it offers, so you pick the right source before you tick columns.
Each source below is one record type with one row per record. The groups match the sections of the screen the record is created on, plus a linked-party group (the customer, supplier, vehicle or employee the record points to) and your tenant custom fields where the screen has them.
Money sources
Source | One row is | Column groups |
|---|---|---|
Customer invoices | One customer invoice | Invoice header (Invoice No., Invoice Date, Due Date, Reference no); customer and tax registration; tax (Tax Rate, Apply RCM, tax amount); amounts (Invoice Amount, Amount to Receive, Received Amount, Balance Due, Age Days, Payment Status); linked bookings; custom fields such as a goods code. |
Supplier invoices | One supplier bill | Bill header (Invoice No., Supplier Bill No, Invoice Date, Due Date, Last Day of Payment, Reference no, Related To); supplier and tax registration; tax (Tax Rate, Apply RCM); amounts (Amount to Pay, Paid Amount, Balance Due, Payment Status); linked bookings. |
Customer payments | One receipt | Receipt header (Receipt No, Date, Received From, Reference no); Payment Type and Received Account; mode (Against Voucher or Advance Payment); allocation (Invoice No, Invoice Amount, Paying Amount); Amount; notes and files. |
Supplier payments | One payment | Payment header (Payment No, Date, Paid To, Related To); Payment Type and Paid from account; allocation to bills; Total; notes and files. |
Employee transactions | One advance, trip pay, reimbursement or return | Transaction No, Date, Employee, Transaction Type, Transaction Nature, Amount, Payment Type, Related To (for example a booking), notes. |
Fleet source
Source | One row is | Column groups |
|---|---|---|
Fuel tracking | One fuel fill | Fill (Date, Transaction No, Odometer Reading, Is Full Tank, Fuel Type); vehicle (Vehicle, Ownership Type, Expected Mileage); parties (Filled By, Fuel Station); amounts (Quantity, Rate Per Unit, Gross Amount, Tax Rate, Tax Amount, Total Amount, Payment Status); efficiency (Distance Driven, Avg Fuel Efficiency, Fuel Cost per km). |
Master record sources
Source | One row is | Column groups |
|---|---|---|
Customers | One customer | Name and contact (Customer Name, Email, Phone); tax (TRN, RCM Applicable); Address Info (Address, City, State, Country, Zip Code); Credit Info (Credit Period, Credit Limit, Opening Date, Opening Balance); Current Balance; Is Active; custom fields. |
Suppliers | One supplier | Name, Supplier Type and contact; tax (TRN, RCM Applicable); Address Info; Bank Info (Bank Name, Branch, Account No, IBAN Code, Bank account name); Credit Info; Current Balance; Is Active. |
Employees | One driver or employee | Person (First Name, Last Name, Email, Phone, Employee Type); dates (Joining Date, Last working date); pay (Salary Type, Salary Amount, Trip Based Salary Type, Trip Based Salary Amount); Bank Info; Enable Mobile App; Is Active; Current Balance; Emergency Contact Details. |
Custom form sources
Each custom form your company has set up is its own source, where your plan includes forms. One row is one submitted form; the columns are the form’s questions plus who submitted it, when, and the record it was attached to, such as a booking or a vehicle.
Picking the source
- Ageing and tax by invoice: Customer invoices or Supplier invoices. Collections by day: Customer payments.
- Anything with a quantity or a rate per litre: Fuel tracking. Anything about advances or trip pay: Employee transactions.
- Lists of people or companies with balances and terms: Customers, Suppliers, Employees. These do not have a date range in the usual sense; the balance is as of now.
- Trip-level profit, PODs or routes: use the Bookings source instead.
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.