This document discusses accounts payable and invoice processing. It includes:
- Entering and validating supplier invoices
- Creating accounting entries and transferring information to the general ledger
- Options for paying invoices including manual payments, scheduled payments, and applying prepayments
- Features for viewing invoice details, applying holds, and distributing payments
- Controls for withholding and paying taxes on supplier invoices
Closing your accounting year is a necessary function even for QuickBooks users. Although not forced like many accounting programs, QuickBooks allows you to secure your accounting data and preserve your records. This methodology can be used more frequently, but is necessary at least once per year to retain reliable accounting data.
This document provides instructions for using an online cloud payroll management software. It outlines 11 main steps: 1) signing up for an account; 2) creating a fiscal year; 3) reporting fiscal months; 4) adding employees; 5) setting up payroll items; 6) configuring payroll settings; 7) approving payroll lists; 8) processing payroll transactions; 9) generating pay slips; 10) generating salary sheets; and 11) administrative settings. It includes screenshots and descriptions of how to complete common payroll tasks like adding employees, processing payroll, and generating reports within the software.
This document provides instructions for configuring currencies, accounts, journals, customers, invoices, and payments in Odoo. It outlines steps for setting the company currency and exchange rates for other currencies. It also describes how to create accounts and journals in multiple currencies. The document then explains how to generate and process customer invoices and payments. Finally, it mentions that various accounting reports can be generated in Odoo to view balances, profits/losses, taxes, and other financial information in different currencies.
1. The document outlines the end-to-end procure to pay process including creating suppliers, creating a requisition and purchase order, receiving items, generating an invoice, validating and paying the invoice, and creating the accounting entries.
2. It provides step-by-step instructions and screenshots for each stage of the process from checking inventory quantities to approving purchase orders to paying invoices.
3. The stages covered are creating suppliers, creating a requisition and purchase order, receiving items against the purchase order, generating an invoice automatically upon receipt, validating and paying the invoice, and creating the accounting entries for the payment and invoice.
This document discusses accounts payable and invoice processing. It includes:
- Entering and validating supplier invoices
- Creating accounting entries and transferring information to the general ledger
- Options for paying invoices including manual payments, scheduled payments, and applying prepayments
- Features for viewing invoice details, applying holds, and distributing payments
- Controls for withholding and paying taxes on supplier invoices
Closing your accounting year is a necessary function even for QuickBooks users. Although not forced like many accounting programs, QuickBooks allows you to secure your accounting data and preserve your records. This methodology can be used more frequently, but is necessary at least once per year to retain reliable accounting data.
This document provides instructions for using an online cloud payroll management software. It outlines 11 main steps: 1) signing up for an account; 2) creating a fiscal year; 3) reporting fiscal months; 4) adding employees; 5) setting up payroll items; 6) configuring payroll settings; 7) approving payroll lists; 8) processing payroll transactions; 9) generating pay slips; 10) generating salary sheets; and 11) administrative settings. It includes screenshots and descriptions of how to complete common payroll tasks like adding employees, processing payroll, and generating reports within the software.
This document provides instructions for configuring currencies, accounts, journals, customers, invoices, and payments in Odoo. It outlines steps for setting the company currency and exchange rates for other currencies. It also describes how to create accounts and journals in multiple currencies. The document then explains how to generate and process customer invoices and payments. Finally, it mentions that various accounting reports can be generated in Odoo to view balances, profits/losses, taxes, and other financial information in different currencies.
1. The document outlines the end-to-end procure to pay process including creating suppliers, creating a requisition and purchase order, receiving items, generating an invoice, validating and paying the invoice, and creating the accounting entries.
2. It provides step-by-step instructions and screenshots for each stage of the process from checking inventory quantities to approving purchase orders to paying invoices.
3. The stages covered are creating suppliers, creating a requisition and purchase order, receiving items against the purchase order, generating an invoice automatically upon receipt, validating and paying the invoice, and creating the accounting entries for the payment and invoice.
Basic Odoo configuration includes setting the user's technical features and timezone, creating a company and configuring its name, country, currency and rate, and enabling multi-currencies to allow recording transactions in different currencies. The document provides instructions on configuring the user, company, currency, and multi-currency settings that are essential for setting up and using the Odoo platform.
Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 DownloadOgechi Ndukwe
Download Free QuickBooks Training Online - Pro, Premier 2013, 2014, 2015, 2016, 2017, 2018 Tutorials. Learn How to use QuickBooks Accounting Software Quickly for Small Business. Free Training on http://computeraccountingblog.blogspot.com/
The document introduces a new Journals view in Odoo that allows accountants to more easily manage and check journal entries. The Journals view provides a more user-friendly interface than the General Ledger or Trial Balance for browsing transactions. It allows users to view, edit, post, reverse, duplicate, or take quick actions on journal items. The view also enables mass-editing of journal items and easy filtering in the Chart of Accounts and Ledgers to help accountants double-check books before VAT declarations.
Home Budget Planning, Accounting, And Reconciliation, Software Application Designed To Be An EZ Personal Budgeting And Accounting Tool For Home And Small Business Financial Management
This Document provides a brief overview of the Accounts Payable (AP) function in an Organisation. This also include the journal entries of AP transactions.
This document provides instructions for configuring VAT declaration reporting in the FTA format in Dynamics 365. It outlines setting up the legal entity, sales tax reporting codes, sales tax authority, mapping codes to tax codes, installing electronic reporting configurations, generating the VAT declaration Excel report, and a sample declaration. It also notes that separate sales tax codes for input and output VAT are not required but the code mapping must be adjusted.
This document provides an introduction to financial management for small businesses. It discusses the importance of financial accounts, tracking money in and out, and using reports to understand business performance and make decisions. The document also provides a practice session walking through common financial tasks like recording a sale, invoicing a customer, receiving a payment, and writing a check. It concludes by offering tips on getting started with financial management and helpful resources.
The New Tax Engine and How to Use it in LocalizationsOdoo
The document discusses new tax engine models introduced in version 13 of Odoo to improve the usability and flexibility of tax reporting. Key changes include a new repartition line model to define tax breakdowns, tags directly on journal entries, a generic tax report to dynamically generate reports, and new report line models. The new models simplify tax declaration and allow retroactive changes without affecting past reports. Users can still leverage older approaches but are encouraged to use the new models when possible. Feedback is welcomed to further enhance taxes in future versions.
This document provides instructions for recording expenses in an accounting system. It describes creating a new account code for utility expenses, adding a new client, and entering expense transaction details including date, account codes, items, quantities, prices, and terms and conditions. The expenses are then updated and new invoice, payment voucher, and journal voucher numbers are automatically generated.
This document provides an agenda and overview for a Dynamics AX 2009 Financial Management training. It covers topics like system navigation, the general ledger including chart of accounts, dimensions, exchange rates, daily journal operations, accounts payable, accounts receivable, and year-end procedures including creating a new fiscal year, closing entries, and opening entries. Bank management topics like deposits, checks, and reconciliation are also mentioned. Practical exercises are included throughout to allow users to practice the concepts on their own data.
This document provides an overview of iDSS membership functionality including:
- Configuring partnership levels, categories, details, and pricing structures in the admin section.
- Creating partner accounts, assigning levels and terms, and adding details.
- Generating and sending invoices to partners individually or in batches via email or the partner extranet.
- Entering payments against invoices either individually or as batch payments.
- Renewing partner terms each year and generating renewal invoices.
- Running various membership reports and queries.
Simple Invoices is a free, open source, web based invoicing system that you can install on your server/pc or have hosted by one of our services providers.
Why should I use Simple Invoices?
>Absolutely free, no monthly subscription
>Browser based application you can use from anywhere
>It's open source, developed by the community and it's yours
>Easily track your finances, send invoices as PDF's and hundreds of other great features
This document provides steps for creating a new vendor/supplier and making an expenses/purchases journal entry in a business accounting software:
1) Select expenses/purchases and click create. Select a client, add information, and submit.
2) Select a date, category like stocks by cheque, add a reference, and description.
3) Add product details like item, quantity, price, and account code. Click update to complete the journal entry.
This document provides step-by-step instructions for using the Invoiceable website to create and manage invoices. It describes the process of signing up, logging in, adding clients and invoice items, editing invoices, sending invoices to clients, tracking payments, and accessing reports and account settings. Key steps include entering client and invoice details, saving drafts, sending invoices, marking invoices as paid, and viewing summaries of invoices and clients.
This document provides information about the process of e-filing tax audit reports under the Income Tax Act for assessment year 2013-14 in India. It discusses the history of filing tax audit reports from physical to electronic filing. It outlines the applicability criteria for tax audits and the forms and timelines for filing tax audit reports, MAT audit reports, and transfer pricing forms. The document then describes the registration process for CAs, how assessees can add CAs, and the steps for CAs to generate XML files, upload documents, approve reports, and view filed forms. It addresses some frequently asked questions and provides an overview of login types, filing utilities, schemas and more.
FAQs-Unified SME Manager(USM1.0) -Account ManagerGoodpick Scribes
Manage & Monitor your Enterprise Accounts Professionally & Smartly. USM-Account manager has been developed for SMEs (Micro & Small Enterprises) who do not have fund to hire accountants & then they are unable to manage their accounts.
SMEs always are victim of accounts mismanagement. They are used to maintain their accounts in excel sheet & results are very terrible & scattered.
USM- Account manager is boon for SMEs who can manage their accounts without hiring any accountants & they can complete their accountancy to hand over to the Chartered accountant (CA).
USM-Account Manager has been validated & recommended by several Chartered accountants (CA). It is very competitive & cost effective.
The traditional manual LBT Tax maintaining system is very tedious and time consuming. The owner of a business has to maintain several records such as purchase details, from which vendor you have purchased, tax filled details against purchase etc. To do away with such laborious work, LBT Management System is very efficient. LBT Management is an out-of-the-box Daily Purchase and Tax filling management.
It has a very simple interface which initializes with a main Form; the Main form contains Various Tabs to all the other Forms in the system. The various Forms which are a part of the LBT Management System are elaborated below.
Download the guide to help you register as a GST Company and shows you the step-by-step you need to do. The slides also contain step-by-step eVoucher Registration to show you how to register for GST e-Voucher and get subsidized for your purchase of GST-Compliant accounting software!
You can also use the GST eVoucher to get OfficeCentral for FREE*. Go to http://www.OfficeCentral.com.my to know more about OfficeCentral.
Bizryt is business management software that provides dashboards, inventory management, customer management, invoicing, payments, expenses, and other financial features to help users manage their business. It offers dashboards to view key performance indicators, lists and forms to manage inventory, customers, invoices, payments and expenses. Additional features include purchase orders, delivery challans, loans tracking, shareholder lists, and reporting capabilities. The software aims to help users easily manage important business tasks and analytics.
This document provides step-by-step instructions for how to use the Invoiceable invoicing software. It details how to set up an account, create client lists and items, generate invoices, and view reports. Key steps include signing up on the Invoiceable website, filling out company and payment information, adding clients and items for invoicing, generating and sending draft invoices to clients, and tracking invoice payments and reports.
Invoiceable.co allows you to easily create invoices online. The tutorial shows how to sign up, set up your dashboard, add clients, and create invoices. You can fill out invoice details like the client, payment terms, items, and send the invoice. It also covers how to edit invoices, add more clients and reports. The step-by-step instructions guide users through setting up their account and sending out professional invoices.
Basic Odoo configuration includes setting the user's technical features and timezone, creating a company and configuring its name, country, currency and rate, and enabling multi-currencies to allow recording transactions in different currencies. The document provides instructions on configuring the user, company, currency, and multi-currency settings that are essential for setting up and using the Odoo platform.
Free QuickBooks Pro, Premier Training 2013, 2014, 2015, 2016, 2017 DownloadOgechi Ndukwe
Download Free QuickBooks Training Online - Pro, Premier 2013, 2014, 2015, 2016, 2017, 2018 Tutorials. Learn How to use QuickBooks Accounting Software Quickly for Small Business. Free Training on http://computeraccountingblog.blogspot.com/
The document introduces a new Journals view in Odoo that allows accountants to more easily manage and check journal entries. The Journals view provides a more user-friendly interface than the General Ledger or Trial Balance for browsing transactions. It allows users to view, edit, post, reverse, duplicate, or take quick actions on journal items. The view also enables mass-editing of journal items and easy filtering in the Chart of Accounts and Ledgers to help accountants double-check books before VAT declarations.
Home Budget Planning, Accounting, And Reconciliation, Software Application Designed To Be An EZ Personal Budgeting And Accounting Tool For Home And Small Business Financial Management
This Document provides a brief overview of the Accounts Payable (AP) function in an Organisation. This also include the journal entries of AP transactions.
This document provides instructions for configuring VAT declaration reporting in the FTA format in Dynamics 365. It outlines setting up the legal entity, sales tax reporting codes, sales tax authority, mapping codes to tax codes, installing electronic reporting configurations, generating the VAT declaration Excel report, and a sample declaration. It also notes that separate sales tax codes for input and output VAT are not required but the code mapping must be adjusted.
This document provides an introduction to financial management for small businesses. It discusses the importance of financial accounts, tracking money in and out, and using reports to understand business performance and make decisions. The document also provides a practice session walking through common financial tasks like recording a sale, invoicing a customer, receiving a payment, and writing a check. It concludes by offering tips on getting started with financial management and helpful resources.
The New Tax Engine and How to Use it in LocalizationsOdoo
The document discusses new tax engine models introduced in version 13 of Odoo to improve the usability and flexibility of tax reporting. Key changes include a new repartition line model to define tax breakdowns, tags directly on journal entries, a generic tax report to dynamically generate reports, and new report line models. The new models simplify tax declaration and allow retroactive changes without affecting past reports. Users can still leverage older approaches but are encouraged to use the new models when possible. Feedback is welcomed to further enhance taxes in future versions.
This document provides instructions for recording expenses in an accounting system. It describes creating a new account code for utility expenses, adding a new client, and entering expense transaction details including date, account codes, items, quantities, prices, and terms and conditions. The expenses are then updated and new invoice, payment voucher, and journal voucher numbers are automatically generated.
This document provides an agenda and overview for a Dynamics AX 2009 Financial Management training. It covers topics like system navigation, the general ledger including chart of accounts, dimensions, exchange rates, daily journal operations, accounts payable, accounts receivable, and year-end procedures including creating a new fiscal year, closing entries, and opening entries. Bank management topics like deposits, checks, and reconciliation are also mentioned. Practical exercises are included throughout to allow users to practice the concepts on their own data.
This document provides an overview of iDSS membership functionality including:
- Configuring partnership levels, categories, details, and pricing structures in the admin section.
- Creating partner accounts, assigning levels and terms, and adding details.
- Generating and sending invoices to partners individually or in batches via email or the partner extranet.
- Entering payments against invoices either individually or as batch payments.
- Renewing partner terms each year and generating renewal invoices.
- Running various membership reports and queries.
Simple Invoices is a free, open source, web based invoicing system that you can install on your server/pc or have hosted by one of our services providers.
Why should I use Simple Invoices?
>Absolutely free, no monthly subscription
>Browser based application you can use from anywhere
>It's open source, developed by the community and it's yours
>Easily track your finances, send invoices as PDF's and hundreds of other great features
This document provides steps for creating a new vendor/supplier and making an expenses/purchases journal entry in a business accounting software:
1) Select expenses/purchases and click create. Select a client, add information, and submit.
2) Select a date, category like stocks by cheque, add a reference, and description.
3) Add product details like item, quantity, price, and account code. Click update to complete the journal entry.
This document provides step-by-step instructions for using the Invoiceable website to create and manage invoices. It describes the process of signing up, logging in, adding clients and invoice items, editing invoices, sending invoices to clients, tracking payments, and accessing reports and account settings. Key steps include entering client and invoice details, saving drafts, sending invoices, marking invoices as paid, and viewing summaries of invoices and clients.
This document provides information about the process of e-filing tax audit reports under the Income Tax Act for assessment year 2013-14 in India. It discusses the history of filing tax audit reports from physical to electronic filing. It outlines the applicability criteria for tax audits and the forms and timelines for filing tax audit reports, MAT audit reports, and transfer pricing forms. The document then describes the registration process for CAs, how assessees can add CAs, and the steps for CAs to generate XML files, upload documents, approve reports, and view filed forms. It addresses some frequently asked questions and provides an overview of login types, filing utilities, schemas and more.
FAQs-Unified SME Manager(USM1.0) -Account ManagerGoodpick Scribes
Manage & Monitor your Enterprise Accounts Professionally & Smartly. USM-Account manager has been developed for SMEs (Micro & Small Enterprises) who do not have fund to hire accountants & then they are unable to manage their accounts.
SMEs always are victim of accounts mismanagement. They are used to maintain their accounts in excel sheet & results are very terrible & scattered.
USM- Account manager is boon for SMEs who can manage their accounts without hiring any accountants & they can complete their accountancy to hand over to the Chartered accountant (CA).
USM-Account Manager has been validated & recommended by several Chartered accountants (CA). It is very competitive & cost effective.
The traditional manual LBT Tax maintaining system is very tedious and time consuming. The owner of a business has to maintain several records such as purchase details, from which vendor you have purchased, tax filled details against purchase etc. To do away with such laborious work, LBT Management System is very efficient. LBT Management is an out-of-the-box Daily Purchase and Tax filling management.
It has a very simple interface which initializes with a main Form; the Main form contains Various Tabs to all the other Forms in the system. The various Forms which are a part of the LBT Management System are elaborated below.
Download the guide to help you register as a GST Company and shows you the step-by-step you need to do. The slides also contain step-by-step eVoucher Registration to show you how to register for GST e-Voucher and get subsidized for your purchase of GST-Compliant accounting software!
You can also use the GST eVoucher to get OfficeCentral for FREE*. Go to http://www.OfficeCentral.com.my to know more about OfficeCentral.
Bizryt is business management software that provides dashboards, inventory management, customer management, invoicing, payments, expenses, and other financial features to help users manage their business. It offers dashboards to view key performance indicators, lists and forms to manage inventory, customers, invoices, payments and expenses. Additional features include purchase orders, delivery challans, loans tracking, shareholder lists, and reporting capabilities. The software aims to help users easily manage important business tasks and analytics.
This document provides step-by-step instructions for how to use the Invoiceable invoicing software. It details how to set up an account, create client lists and items, generate invoices, and view reports. Key steps include signing up on the Invoiceable website, filling out company and payment information, adding clients and items for invoicing, generating and sending draft invoices to clients, and tracking invoice payments and reports.
Invoiceable.co allows you to easily create invoices online. The tutorial shows how to sign up, set up your dashboard, add clients, and create invoices. You can fill out invoice details like the client, payment terms, items, and send the invoice. It also covers how to edit invoices, add more clients and reports. The step-by-step instructions guide users through setting up their account and sending out professional invoices.
This document provides instructions for how to use the billing software Sagespark Billing Boss. It outlines the steps to set up an account, including entering business information, configuring tax and payment settings, creating customers and invoices, sending invoices, and viewing reports. The instructions are broken into short steps beginning with signing up on the Sagespark website and ending with viewing account details and closed accounts.
Offline to online (O2O) - Training manual in EnglishPaytm
In this module, we will discuss-
Overview of O2O
Registration and login on Paytm seller panel
Uploading and managing catalogue
Payments
Order processing
Contact us
The document describes an E-SPACE web server project that maintains information about web servers, customers, URLs, products, sales, payments, and generates various reports. The project tracks server information, customer information, URL memory allocation, products, sales, payments, deliveries, renewals, and provides reports on customer information, products, date-wise, month-wise, year-wise and payment details. It is developed using a celeron processor, 4GB hard disk, 64MB RAM and runs on Windows with Apache Tomcat web server and SQL Server 2000 database. Front-end uses HTML and back-end uses JSP with JavaScript for client-side scripting.
How to file GSTR1 - Tally ERP 9 integration with savemygst. Easy to import all your data's from Tally & Hassle free GST Return filings. Prepare and file your GST Return with savemygst.in, Use Tally for accounting, savemygst for return filings. All your Summary Report generate automatically. (like HSN Summary, Document Summary)
Unlike the e-filing utility for tax audit reports, the utility for e-filing of transfer pricing reports does not seem to be posing too many problems to Indian tax advisors. This presentation brings out certain issues that are being faced. Hope viewers find it useful.
Similar to Next Generation GST Accounting Software from EZTax.in (20)
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
Discover timeless style with the 2022 Vintage Roman Numerals Men's Ring. Crafted from premium stainless steel, this 6mm wide ring embodies elegance and durability. Perfect as a gift, it seamlessly blends classic Roman numeral detailing with modern sophistication, making it an ideal accessory for any occasion.
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Part 2 Deep Dive: Navigating the 2024 Slowdownjeffkluth1
Introduction
The global retail industry has weathered numerous storms, with the financial crisis of 2008 serving as a poignant reminder of the sector's resilience and adaptability. However, as we navigate the complex landscape of 2024, retailers face a unique set of challenges that demand innovative strategies and a fundamental shift in mindset. This white paper contrasts the impact of the 2008 recession on the retail sector with the current headwinds retailers are grappling with, while offering a comprehensive roadmap for success in this new paradigm.
Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
IMPACT Silver is a pure silver zinc producer with over $260 million in revenue since 2008 and a large 100% owned 210km Mexico land package - 2024 catalysts includes new 14% grade zinc Plomosas mine and 20,000m of fully funded exploration drilling.
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
How MJ Global Leads the Packaging Industry.pdfMJ Global
MJ Global's success in staying ahead of the curve in the packaging industry is a testament to its dedication to innovation, sustainability, and customer-centricity. By embracing technological advancements, leading in eco-friendly solutions, collaborating with industry leaders, and adapting to evolving consumer preferences, MJ Global continues to set new standards in the packaging sector.
3 Simple Steps To Buy Verified Payoneer Account In 2024SEOSMMEARTH
Buy Verified Payoneer Account: Quick and Secure Way to Receive Payments
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Industrial Tech SW: Category Renewal and CreationChristian Dahlen
Every industrial revolution has created a new set of categories and a new set of players.
Multiple new technologies have emerged, but Samsara and C3.ai are only two companies which have gone public so far.
Manufacturing startups constitute the largest pipeline share of unicorns and IPO candidates in the SF Bay Area, and software startups dominate in Germany.
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfthesiliconleaders
In the recent edition, The 10 Most Influential Leaders Guiding Corporate Evolution, 2024, The Silicon Leaders magazine gladly features Dejan Štancer, President of the Global Chamber of Business Leaders (GCBL), along with other leaders.
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
Next Generation GST Accounting Software from EZTax.in
1. Next Gen GST ready Accounting from EZTax.in
1. Go to https://eztax.in/gst
2. Click on the Register button
India’s most easiest, effortless accounting software for
1. Billing / Invoicing 2. Accounting 3. GST Returns 4. Annual Tax Compliance
2. 1. Click on the
button for New
Register person
2. After Creating Account
Give Your register eMail
ID & Password
Click for Our Other Services
3. Login Now
EZTax.in GST Login Page
3. 1. Click on
the logo to
change
2. Click Edit to Change
Business information
Add a New
Business
3. Select a Business to Transact
Setup your Business
4. BusinessSetup 1. Click Edit to Detailed
Business information
2. Click on Update After Fill the all above Details
5. 3. Upload corresponding
Excel. Supporting Excel
Formats
2. Click to Download EZ Excel
Upload Old invoices (Optional)
1. Go to Create
Invoice Screen
7. Create an
Invoice
No of Invoices Analytics: Total
Revenue Amounts
Total Receipts Total Receivable
List of
Invoices
Batch Pay
(Bulk Payment)
Credit/Debit
Note
Search Invoices
Manage Invoices
13. Add to Create
Estimate
No of Estimates
Total Est. Revenue
Amounts
Converted
Invoices
Click on the Customer Name to view all Particulars
Manage Estimates
16. Create a
Purchase
No of
Purchases
Total Purchase
Amount
Total Paid Amount Payable Amount
Click on the Supplier name to view all ParticularsCredit/Debit Note
Manage Purchases
20. Upload Customer Data
using EZ Template
Add a new
Customer
Download template to
upload Customer data
Customer
Details
Check to send Mails
Check to send SMS
Customers
23. Upload Products Data
using EZ Template
Download EZ Template
to upload Products data
Products
Details
Add a new
Product
Remaining Stock & Alerts Get to know the
Stock Adjustments
Products
24. Select the Entity
eg. Customer Type a Customer
Name to Select
Customer
Details
Customer
Transaction
Details
Print
Customer 360