Shows Payment/Receipt Forecasting Chart, Business Outline Chart, Receivable Aging, Payable Aging, Cash flow chart with multiple filtration options.
Add/Edit/Delete Receipt/Payment with (Advance/Against Invoice/On account) Options. Advance Search Party wise, Date range wise etc.
Add/Edit/Delete Contra/Journal entries. Advance Search Party wise, Date range wise etc.
Manage your Credit Note/Debit Note with Inventory and finance management right from the mobile application. Create Credit/Debit note against Sales/Purchase invoices.
Shows list of a total outstanding Sales/Purchase invoices with the remaining amount. Call or Email from the list directly and manage your follow-ups for the outstanding amount.
Now you can see Balance Sheet, P & N Account, Trading Account, Group Summary, Ledger Summary, Ledger Report, Client wise outward, Supplier wise inward report etc.
Shows missed and upcoming follow-ups. Manage follow-ups from the dashboard itself. You will never miss follow up as it notifies you even if your app is closed.
Add discussion with lead using comment module for future references. If DMS Module is purchased you can attach multiple documents with Deals, Tasks or Quotations for future reference and quick access anytime anywhere.