Reports & Insights
One Summary Page For All
Get all the necessary info on a single summary page including line, bar and pie charts. Also, get summary view invoice, estimate, PO, taxes, etc. You can also get a quarter view with quick filter option to sort & quarter report to track sales.
Account Receivable & Payable
Keep track of how much you need to pay and how much is owed to you in just a few clicks. In other words, get account outstandings & payment details at your fingertips. Invoice Aging Report gets you the details of monthly payment due.
Account Statements
Account statements available for the customers as well as for vendors, which can be easily filtered based on date. There is also an option to generate accrual & cash base report.
Product Inventory & Charts
Stay precise about the product stocks and their availability using purchase orders and invoices. Bar chart will display the status of an invoice.
Customisation & Settings
Define buy & sell price for different items and options to set a prefix for invoice/estimate/P.O number for e.g INV14001. You can also customize PDF layout/template with image, colours and custom email fonts. Your can customize to get customer report, purchase report, profit report, tax report, etc.
