Get an overview of total customers, vendors, invoices, and bills along with a numeric chart for Income VS Expenses, Latest Income, and Expense. Individual Graph representation of cash flow, Income categories, Expense categories, and Income- Expense chart will give the visual status of various accounting details of the business.
Manage your product and services list by assigning SKU, tax, units, categories, sales price, purchase price, and descriptions. You can also edit this list according to changing times. With this, you would have a complete tab on your account matters and you won’t have to go places to find product details.
Our multi-user accounting tool, allows you to assign roles to each of your staff. By managing their permissions gain control over their access to certain parameters.
Customize your site setting by adding the files of the logo and creating the text for the title. Create custom settings for company and Email address. With system settings, you could add currencies and determine their location.
Creating and sending proposals has never been easier. Create new proposals by selecting customers adding products/ services to that list. You can edit existing proposals by adding or removing products. You can send these proposals and also check the status of these proposals. Create duplicates and convert these proposals to invoicing through simple click. Just imagine the number of work hours you would save through this.
Maintain a database of your customers by creating their unique email address. Customers can login and view the status of their invoices and transaction details as and when required. You could maintain the records for their shipping and billing address, thereby facilitating ease in trade. In a similar way, Vendors could access their bills and transactions by assigning them their unique Email address.
Create an account
Create new accounts with ease and flexibility by updating information like Account holder name, Bank name, Account number, opening balance, and contact number. Edit the essential information as and when required.
Maintain the records and transfer at ease an amount from one account to another through various modes. You could search for a particular transfer through easy filtering.
Record the newly generated revenue by creating new revenue. Change the source of revenue and add references. Also, you could filter the revenue based on account, customer, category, and payment methods.
Edit the existing bills by adding payments. Download, print or Resend the Bill through a simple click. Check the status of payments and edit your payment summary.
Record the newly generated expense by creating new payments. Change the categories and add references. Also, you could filter the revenue based on account, customer, category, and payment methods.
Get a report on transactions with an easy filtering option. Download the required account statements in either PDF, CSV, or Excel format. You get a duly prepared report on individual Income, Expense, Tax, Invoice, and bill summary. Filter them on basis of Account, category, and customers. Also, a graphical display of Income VS Expense chart along with a detailed calculation of Profit and Loss will help you make informed decisions. Filter the tax summary and Income VS Expense chart based on financial years.
Create goals for particular activities and assign a time frame and amount to it. Its graphical presentation on the dashboard would help in the easy achievement of these tasks.
Manage your asset list by editing and deleting assets from the list. You can create new assets by assigning duration, descriptions, and amount to it.
Create the tab for constant by adding and creating tax rates, categories, Unit, Payment methods. This would facilitate ease in generating invoices and bills.