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Kpi.com All in One Accounting Solution
KPI.com is a cloud-based business application platform founded by Muzaffar Karabaev, aimed at providing an affordable ERP solution for SMEs in emerging economies. The platform integrates various functionalities such as project management, accounting, CRM, and HRMS, helping businesses manage operations efficiently without heavy investments in infrastructure. Since its launch, KPI.com has gained over 400 active clients and continuously evolves its offerings to meet market demands.
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Kpi.com All in One Accounting Solution
- 1. Muz Karabaev CEO/Founder Kpi.com –Finnet Limited +971 52 781 6665 muz@kpi.com www.kpi.com
- 2. “I wanted tobring all our information together and make it accessible via one portal which would help us in maintaining employee’s project work schedules as well as maintaining the book of accounts. Kpi.com does the job.” – VAIVAL Technologies, Pakistani Technology/Service Firm 2
- 3. THE MISSION OFKPI.COM – SIMPLY MANAGE YOUR BUSINESS Kpi.com is a simple, low-cost ‘All-In-One’ Cloud based Business application platform. The integrated suite of applications has been designed to remove the necessity of investing in on-site back office administration and control systems, thereby allowing firms to concentrate on delivering their core, value adding services to their customers. Delivering the solution via the Cloud enables management and staff to share information and manage their operations regardless of location, thereby increasing their efficiency, responsiveness and competitiveness whilst minimizing their investment in operational overhead. 3
- 4. COMPANY SUMMARY ANDSTATUS Kpi.com - Finnet Limited is a privately held London based company set up by Muzaffar Karabaev. Currently has an offshore operating base in Tashkent (Uzbekistan) – total headcount is 120+ people. Group provides Software, Application and Data and Digital Media products and services to its customer base since 2005. Major customers include Mindshare Mena, DMGT (Daily Mail Group), Asset International, EzyMedia, etc. In 2008, Finnet started building its first product - SaaS apps, and Launched in 2010 Workfortrack ERP beta product, which was later rebranded as kpi.com ERP, with the strap line – “Simply Manage Your Business” (Registered Trademark). So far company has over 400 active clients (about 200+ companies using kpi.com, total user base exceeds over 5,000 to date) and has core service only clients in Publishing and Digital, and web and mobile software sectors. Goal – To become affordable cloud based simple ERP and record keeping solution for SMEs in Emerging Economies, where affordability is an issue (ie. Expensive systems such as SAP, Microsfoft Dynamics, Salesforce, etc).24 4
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- 6. WHAT IS INTHE SIMPLE ERP PACKAGE? In 2008, having realised the potential of SaaS and the Cloud, Finnet Limited decided to move away from a purely services model to invest in the development of a Cloud SaaS B2B product portfolio. Kpi.com's cloud delivered SaaS solution ensures that all elements of the business are connected (live since late 2010 Commercially). PROJECT MANAGEMENT Kpi.com’s Project management helps you to control and monitor your projects easily. Gannt Charts and Project Budget sheets are part of it. ACCOUNTING Simple Invoicing, PO, SQ, Sales Order workflow, alongside with Ledger Books, Multi-Currency is coming in Q2-2012. Expense Claim system is also part of it. CRM AND CASE Lead, Opportunities, Contacts, Emails, client management is in place inside kpi.com. Take care of client issues with case management. HRMS Attendance Tracking, Leave requests, everything you need to manage your employees, Performance, Goal and Payroll can be utilized in the platform. CMS AND E-COMMERCE We’ve included basic CMS and Storefront engine inside kpi.com with product catalogues. Coming soon: POS/Android tools. Reporting engine inside kpi.com, Excel plug in is also part of this. Data across the business can be customised, standardised and consolidated through the tool. REPORTING 6
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- 9. CUSTOMER MAP (Over300 Companies, Over 7,000 Users Worldwide) 1,998 North America 1,418 UK 1,518 - Other parts of Europe 700 Australasia 1,100 Middle East 382 South America 200 Africa 9 671 Asia
- 10. SELECTED CUSTOMER LIST CATENATEGROUP 10
- 11. ACCOUNTING FEATURES Quotes Orders Invoices Timesheet invoice Recurringinvoice Billable expense Sales Inventory Expenses Purchases Inventory & non inventory items Bill of Materials FIFO Inventory costing Multiple warehouse Expense Claims Checks Billable expense Purchase Orders Purchase Invoices Features Features Features Features
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- 13. Customer center • Tocreate new Customer account, Go to Customer Center, click Add Customer button; • If you click More button you may see Receive Payment, Add Prepayment and Prepayments List;
- 14. Add New Customer Thereare Account and Address information
- 15. Add New Customer Enterall Currency and its method to requested box
- 16. Receive Payment Receive Payment– you need to select customer, amount and dates respectively. Below select sales invoice in order to apply the payment
- 17. Prepayments You can addprepayments received from your Customers
- 18. Prepayments List There areList of Prepayments and you may Add or edit Prepayments
- 19. Supplier Center There areSuppliers Informations with their name, address, contacts and balance. You may Add Suppliers and Pay Bill
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- 22. Pay Bill Add paymentfor several purchase invoices of the selected Supplier. Payment will be applied to the selected purchase invoices and their status will be paid.
- 23. Pay Bill Add paymentfor several purchase invoices of the selected Supplier. Payment will be applied to the selected purchase invoices and their status will be paid.
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- 25. Products • To adda new product or service, you need to go to the Products/Services tab in Accounting and click Add; • Or, you can import your product/services list from .csv file • If you need Stock Adjustment/Transfer, Build Assembly, add to Sales Quote and Purchase Order Click More Button
- 26. Creating New Product Youmay choose Inventory or Non inventory Items by Product Type
- 27. Add Product Details •Add Non-Inventory Item
- 28. Add Product Details •More options
- 29. Add Product Details •Right-hand panel
- 30. Product View In Productview you may Edit product, stock Transfer and Adjustments, Sales/Purchase Invoice with Product Comments
- 31. More Button More buttonshows you may direct to: • Stock adjustments • Stock Transfer • Build Assembly • Create Sales Quote • Create Purchase Order • Delete
- 32. Adjust Stock Quantity Thereare new Stock quantity adjustment you should fulfill all requested box
- 33. Build Assembly There areBuild new Assembly window, you should select Product with quantity and choose warehouse.
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- 35. Chart of Accountsis - a list of accounts that every transaction you enter into kpi.com is ‘coded’ for management and reporting. You can leave the Chart of Accounts as it was originally set up when you passed getting started steps in kpi.com, or edit and delete items from it, or add your own to suit your business.
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- 37. Add Account • ForCreate new account click Add Account Button • Enter all information that asked and save
- 38. More You may seeand choose only your assets, liabilities, equity or other accounts by clicking More button
- 39. Action Bar By clickingAction Bar you may see Account view, Edit Account and Account Transactions respectively
- 40. Account Transactions If youchoose Account Transaction you will see detail about account such as, Date, Description, Send/Receive information
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- 42. Bank account • Goto Bank Accounts from left side menu • You may add new Bank Account
- 43. Create new BankAccount You should fulfill Account information and address information respectively
- 44. Create Bank Account Moreover,you may enter additional information and Financial information about bank account
- 45. Action Bar • Edit •View • Spend/Receive • Transfer/Import • Transaction list • Reconciliation reports
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- 47. Bank Account Transaction Thereare Bank Account Transactions and Transfer money pages
- 48. Print Receive/Spend Money FromSpend and Receive Money view form you can print PDF version.
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- 50. Settings Invoice Settings Brands Shipping Methods Invoice Templates Saasu Integration Financial Settings Account Numbering Terms Discounts Add - ons Numbering Settings TaxRates Price Levels Product Categories Measurements
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- 52. Invoice settings Invoice settingscontain the information to be displayed on your outgoing sales invoices, incoming purchase invoices and in project based invoices. Following slides will describe more detailer about Invoice Settings
- 53. Invoice settings In thefirst part, you may fulfill invoice details such as Payment terms, Format, Type, Converting and so on.
- 54. Payment Due CreditTerms – The amount of days selected here is needed to identify automatically invoice due date on your invoices. Invoice due date can be changed while creating your invoices if different invoice due date is needed. Your client might use the bank details for payment purposes, e.g. for sending bank wire payments
- 55. Automatic Number Sequencing– the unique number will be used to identify all outgoing invoices of the company for credit tracking and bookkeeping purposes
- 56. There are youmay add some instructions and terms for orders and invoices
- 57. Your company Logo– choose the company logo file in .jpg, .jpeg, .gif, .png, .tiff formats with maximum size of 235x58px. The logo you selected here will appear in sales quotes, invoices, purchase orders, purchase invoices, and etc.
- 58. FINANCIAL SETTINGS The financialsettings are essential part of Accounting and Finance section, because every bookkeeping entry or invoice documents will reference it when needed
- 59. •Choose the basecurrency by which your company operates. •The end of financial year for your company to prepare yearly reports for.
- 60. •You may addTax ID Number and Name with its periods •Enable / Disable Custom Tax Name in Reports
- 61. Account Numbering Chart ofAccounts has default numbering which can be changed in the Account Type Number Settings
- 62. Numbering Settings Product numbering andFixed Asset numbering can be found under Numbering settings
- 63. Tax Rates •Tax ratesare needed in order to withdraw tax rates from the accounts and sales automatically when required. •To add a new tax rate, you should open a form by clicking on the New Tax Rate button on the Tax Rates page:
- 64. Add New TaxRates •You should fulfill Tax Name and its components
- 65. Price Level •Price levelsare changes in price that can be activated by quantity •To add a new price level, you should open a form by clicking on the New Price Level button on the Price Levels page
- 66. Add/Edit Price Level •Youmay change currency and price level type; •And also set the level will decrease or increase; •Select customers and Save;
- 67. Terms Accounting payment terms arethe payment rules imposed by suppliers on their customers. Payment terms are imposed to ensure that payments are received by suppliers within a reasonable period of time. Such as Net 10, Net 15 or Net 30 days
- 68. Discounts •Frequently used discountscan be entered in to be recalled quickly when writing sales invoice and quotes. •To add new Discount click New Discount for editing click menu bar
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- 70. Measurements This is asection different types of measurement information can be entered in to be used with Products and Services as well as in sales invoice and quotes.
- 71. Product Categories Category ofProducts can be entered in to create variations of that product such as color and size. This feature is also to be used in the products and services section. For creating new Product Category you should click Add Category;
- 72. Add/Edit Category Enter NameDescription and Parent Category with Order respectively
- 73. Action Bar Menu •EditCategory •Category Products •Custom Fields •Delete
- 74. Brands Brands are customizedfields where brand information entered in to be used when creating products and services. You may Add new Brands and edit them
- 75. Shipping Methods Shipping Methodslist view displays all saved shipping methods. This is where you can view and sort these options.
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- 83. Sales Quote A salesquote allows a prospective buyer to see what costs would be involved for the products or work they would like to have done
- 84. Create Sales Quote Youshould fill all boxes that asked and save & approve
- 85. Sales Invoice A Salesinvoice, is a commercial document issued by a seller to a buyer, relating to a sale transaction and indicating the products, quantities, and agreed prices for products or services the seller had provided the buyer.
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- 87. More More button: • RecurringInvoice • Credit Note • Receive Payment • Add Prepayment • Customer Project Balance
- 88. Add Prepayment Enter aprepayment transaction for cash or other payments going out of or into a bank account in advance of billing.
- 89. Add Credit Note •A credit note is a commercial document issued by a seller to a buyer. The seller usually issues a credit note for the same or lower amount than the invoice, and then repays the money to the buyer or sets it off against a balance due from other transactions.
- 90. Receive Payment andCustomer Project Balance
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- 92. • A purchaseorder (PO) is a commercial document and first official offer issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services. • A Purchase Invoice (PI) commercial document or bill presented to a buyer by a seller or service provider for payment within a stated time frame that indicates what has been purchased, in what amount and for what price.
- 93. Purchase Order Go toAccounting section select Purchase Order from left menu
- 94. Create new PurchaseOrder • While creating new PO you should enter all information such as supplier, date and address with Item dates. Finally you approve and Save quote
- 95. Action Bar inPurchase Order You may see in Action Bar Summary of the PO, Copy to PO/Quote and Purchase Invoice
- 96. Purchase Invoice In AccountingSection you may go to Purchase Invoice page in Menu In Purchase Invoice page you may Add, Delete, Change Invoice dates
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- 98. Expense Claims Expense Claimis money that an employee spends on things such as food and travel while they are doing their job, which their employer then pays back to them.
- 99. Create new ExpenseClaim • Write all entries in necessary boxes and click Submit for Approval
- 100. Add-ons There are fourtypes: • Multiple warehouses • Serial number track • Landed costs • Double Tax
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- 102. Fixed Assets • InAccounting section you may go to Fixed Assets page • You may Add Asset and Update Depreciation
- 103. Action Bar In ActionBar you may: • View • Edit • Delete • Dispose
- 104. Add New FixedAsset
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