Dashboards provide an at-a-glance view of key performance indicators relevant to the business processes. With provision to create configurable accounting dimensions and customizable dashboards, you can now analyze each component of your business in one place.
Being a configurable tree view for structuring accounting ledgers as desired, the Chart of Accounts forms the blueprint of your company. Groups can have sub-groups and ledgers within them, whereas ledgers are the leaf nodes of your chart and cannot be further classified.
Maintain a clean and crisp ledger of accounts to avoid mismatches when closing accounts. Track your income and expenses – be it deferred or accrued, set up notifications for period closing, control your cash flow. Advance payments can be recorded and reconciled in one go.
Invoice your customers, chase receivable payments with payment requests and notifications via email/SMS reminders. Provision to create custom print format templates for bills, and set up defaults. As for Item Pricing, it’s a one-time configuration and auto-fetched in transactions thereon.
Send invoices and add expenses in any currency and let the system convert them in your base currency. See financial transaction and reports in multiple currencies. Managing transactions in different currencies simplified.
Reduce time spent on mundane tasks for products or services that require renewals after certain time periods. Use Subscriptions and get invoices generated automatically for subscription orders. You can check the accounting records created as per the subscription period details
Create unlimited bank and cash accounts and track their opening and current balances. Maintain bank accounts for your suppliers and customers. Ensure that your financials are synchronized with one-click bank statement upload. Clearance made easy, and accounting made easier
Accounts Receivables and is the balance amount of your Customer owes you towards the Sales Invoices you have already sent to them. You can import the accounts receivables details using the Opening Invoice Creation Tool.
Accounts Payables is the balance amount you owe your Suppliers towards the invoices they have already sent you. You can import the open accounts payables details using Opening Invoice Creation Tool. Purchase Invoices will be created. You can post Payment Entry against these invoices as and when you make the payment. Track due date and ageing of all kinds of amounts from invoiced to due to credit or outstanding.
Map important data specific to your business by adding custom fields in your forms. Customize form behavior by auto-fetching values, hide fields based on user roles, create custom Print Formats all.