Create and manage sales invoices for goods or services provided to customers. Automate tax, discount, and total calculations to ensure accuracy. Track payment statuses, whether unpaid, partially paid, or fully settled, for better financial management. Link invoices to delivery notes and payment entries to maintain seamless transaction records. Handle recurring invoices efficiently for subscription-based services, improving cash flow and customer retention.

Create and manage purchase invoices for goods or services received from suppliers. Ensure accurate tax documentation to claim input tax credits where applicable. Track payment statuses, whether unpaid, partially paid, or fully settled, for better expense management. Link invoices to purchase receipts and payment entries to maintain clear audit trails. Automate recurring purchase invoices for ongoing expenses, streamlining financial operations.

Manage financial transactions by recording payments made to suppliers or received from customers. Ensure seamless tracking by linking payments to sales invoices, purchase invoices, or advance payments. Support various payment methods, including cash, bank transfers, and credit cards, for flexibility. Handle partial payments efficiently and reconcile them with invoices to maintain accurate financial records. Automatically update the general ledger and accounts, ensuring real-time financial reporting and transparency.

Manage financial adjustments by recording manual transactions that don’t fit predefined documents. Perform account transfers, corrections, or adjustments with accuracy. Maintain double-entry accounting integrity by enforcing debit and credit rules. Track accruals, deferrals, and inter-company transactions to ensure compliance and accurate financial reporting.

Define a structured hierarchy of accounts for accurate financial reporting. Categorize accounts into Application of Funds (Assets), Source of Funds (Liabilities), Equity, Income, Expenses. Customize account groups and sub-groups to align with business needs. Assign default accounts for sales, purchases, and other modules to streamline transactions. Enable easy mapping for tax, payroll, and cost centers, ensuring efficient financial management.

Maintain a detailed record of all financial transactions to ensure transparency. Track entries for each account, including debits and credits, for precise financial control. Filter transactions by date range, account type, or references for easy analysis. Reconcile accounts to maintain accuracy in financial reporting. Provide a solid foundation for generating financial statements and audits.

Present the financial position of the business by summarizing Total Asset, Total Liability and Total Equity. Enable real-time updates based on recorded transactions for accurate reporting. Filter financial data by fiscal year or custom date range for better analysis. Include opening and closing balances to track financial movements. Analyze the financial health and stability of the organization for informed decision-making.

Display income, expenses, and net profit or loss over a specific period to assess business performance. Provide insights into revenue streams and cost management for better financial control. Filter reports by date range, department, or project to analyze specific areas of the business. Compare financial performance across periods to track growth and trends. Support decision-making for budgeting and financial planning to optimize profitability.

Manage outstanding payments to suppliers to ensure timely settlements. Track due dates and avoid late payment penalties for better financial discipline. Link to purchase invoices and payment entries for seamless transaction tracking. Monitor aging reports to manage cash flow effectively and prioritize payments. Ensure accurate reconciliation of supplier accounts to maintain financial accuracy.

Manage outstanding payments from customers to ensure timely collections. Track due dates and send payment reminders to reduce delays. Link to sales invoices and payment entries for accurate record-keeping. Monitor aging reports to identify overdue receivables and take proactive actions. Improve cash flow by managing customer payments efficiently and maintaining financial stability.

Provides a comprehensive financial overview, allowing users to track key business metrics efficiently.

It includes a summary of total outgoing bills (expenses) and total incoming bills (revenues), helping businesses monitor their cash flow.

Additionally, users can view total incoming payments (customer payments) and total outgoing payments (supplier payments) to keep track of financial transactions.

For a deeper financial analysis, the dashboard features a Profit and Loss (P&L) statement, giving insights into overall profitability.

Users can also access detailed views of incoming bills (purchase invoices) and outgoing bills (sales invoices) to manage accounts payable and receivable effectively.

Furthermore, the dashboard includes Accounts Receivable Ageing and Accounts Payable Ageing reports, which help businesses track overdue invoices and outstanding payments, ensuring better financial planning and decision-making