Masters


Company

Configure multiple branches per company
Multi-user
Configure multiple year accounting


Multiple Users and Permissions

Add your employees with suitable restrictions and permissions.


Projects/Cost Centers

Create projects and cost centers.


Branches

Do all the financial activities
Restriction of user to a particular branch.
Restriction on alteration of Ledger Accounts


Taxes

Setup Taxes for each branch.
Configure taxes for products by branches
Group Tax (2 or more taxes)


General Ledger Accounts

Add Ledger Accounts to a Group .
Ledger Account for customers
Configure Ledger Account for products.

Sales


Invoices

Create sales/cash invoice
Multi-currency
Sales price list


Sales Order

Raise partial invoices
Deliver partial goods.


Quote

Create Quotations
Convert to Invoice.


Credit Note

Reconcile Credit Note with Invoice.

Purchase


Invoices

Create Purchase invoices
Multi-currency.


Purchase Order

Raise partial invoices
Receive partial goods


Debit Note

Reconcile Debit Note with
Invoice.

Accounting


Payments

Reconcile Payment and invoices
Multi-currency.


Expenses

Simple/Accrual expense
Expense with TDS Payable


Journal

Make Journal entries.

Inventory


Delivery Note

Reconcile Delivery Note with
Invoice.


Item Adjustment

Adjustments for the stock item
products.


Receipt Note

Reconcile Receipt Note with
Invoice.


Product Setup

Create products as products/services
Setup unit of measurement
Setup opening stock and value
Assign barcode and alias
Add product variants
Setup alternate unit of measurement


Warehouse Transfer

Transferring the goods from one warehouse to another


Stock Journal/Conversion

Convert one item to another.


Lot / Serial Tracking

Create products as type Lot or Serial
Setup lot or serial using purchase and sales.
Setup expiry date for a lot or serial.
Track Inventory using lot or serial #.

Production


Bill Of Materials

Create and maintain the components
and quantities.


Assembly

Create or edit assemblies for products with a Bill of Material.

Reports


Financial Reports

Trial balance
Balance Sheet
Profit and Loss
Drill down on reports


Banking Reports

Bank reconciliation report
Reconcile with your Bank statement.


Ageing Reports

Overdue Receivables Payables
Customer Receivables.


Statuatory Reports

VAT data report for easy filing
Service tax report


Inventory Reports

Simple Inventory Report
Weighted Average Valuation
Lot / Serial # Report


Purchase Reports

Purchase by supplier
Purchase by date.


Sales Reports

Today Sales
Local Sales
Interstate Sales
Sales By Customer
Sales By Product
Sales By Date
Sales By Sales Executive
Sales By Sales Area
Sales Return Register

Tools


Dashboard

Overdue Payables/Receivable charts
Customer Payables/Receivable charts


Export

Export payments/invoices and all relevant transactions into Excel.


Customize

Custom Fields Manager
Customize Print


Activity Log

Activity Log for all accounting vouchers


Email

Email ledger report.


SMS Manager

Setup Mobile Numbers for customers
Send SMS for Outstanding Receivables


Email and SMS alerts

For all vouchers

Branches


Branch Accounting

View all your branch sales in one single screen instantly.


Inter Branch

Do Stock requisitions and transfers between branches

Lead/Enquiry


Lead/Enquiry

Manage your enquires
Convert into customer


Follow-up & Meetings

Schedule follow-up tasks
Schedule Meetings

Customize


Print Designer

Design Invoice / Payment/ Receipt / Journal and others with your own style and branding.


Custom Fields

Add custom fields to
Sales Invoice
Purchase Order
Estimate


Custom Reports

Sales Invoice
Purchase Invoice
Quote