Forma Accounting

Yozu

About this app

Forma Accounting is a simple bookkeeping solution currently helping over 30,000 users stay on top of their accounts. With Forma Accounting Mobile you can add customers and suppliers, create quotes or invoices and email them to customers, view transactions, enter supplier invoices, upload receipts and complete your banking on the go.

With Forma Accounting you can:



Manage Your Customers


- Keep your books up to date by updating your customer base as you go

- Add, delete and manage customers in a just a few clicks



Create and Send Invoices on-the-go



- Keep on top of your receivables by creating professional invoices from quotes you’ve created

- Email invoices direct to customers straight from Forma Accounting

Manage Your Suppliers

- Ensure your books area always accurate entering supplier invoices on the go

- Add, delete and manage customers in a just a few clicks



Painlessly Manage Your Banking



- Have constant visibility of your bank accounts by viewing everything in one place 

- View real time bank feeds as they update with your latest transactions 

- Check and confirm your bank transactions straight from Forma Accounting

Keep Track of Your Receipts

- Stay organised by snapping a picture of your receipts and uploading them to Forma Accounting

- Attach your uploaded receipts to transactions, quotes and invoices for better organisation



Manage Your Projects

- Keep on top of each project with an easy overview of Expenses, Profit, Receivables and Payables all neatly displayed as charts and summaries

Stay in Control of Your Finances



- With an intuitive and easy to use interface Forma Accounting helps you get your bookkeeping organised as quickly and efficiently as possible

- Help your accountant keep their head by managing your bookkeeping on the go and in real time alongside their management of your accounts

- Save time each month by completing your bookkeeping from where you are in the world – without having to use a computer

- View all the information you need on any customer or supplier, simply by selecting their name

- Quick and friendly support from the Forma Accounting team, who care about your concerns and take on board your suggestions ([e-mail])

What’s new

This release consists of several optimisations/bug fixes, including assigned payments within Check Transactions, and EU VAT-registered Customer/Supplier creation