Books - Account Management Software
Books Alpha-Tracking is a account management software that facilitates ease in calculation of revenue by keeping a tab on all the accountancy matters of business. Based on Laravel, this accountancy software will make your business operations smooth and convenient. A graphical and tabular representation of various elements will help you make informed decisions for your firm.
An Efficient Dashboard
Get an overview of total customers, vendors, invoices and bill along with a numeric charts for Income VS Expenses, Latest income and Expense. Individual Graph representation of cash flow, Income categories, Expense categories and Income- Expense chart will give visual status of various accounting details of business.
Books allows you to manage & create new user, Our multi user accounting tool, allows you to assign roles to each of your staff. By managing their permissions gain a control on their access on certain parameters.
Manage your products and service
Manage your product and services list by assigning SKU, tax, units, categories, sales price, purchase price and descriptions. You can also edit this list according to changing times. With this you would have complete tab on your account matters and you won’t have to go places to find product details.
Customer and Vendors Access
Maintain a database of your customers by creating their unique email address. Customers can login and view the status of their invoices and transaction details as and when required. You could maintain the records for their shipping and billing address, thereby facilitating ease in trade. In a similar way, Vendors could access their bills and transactions by assigning them their unique Email address.
Manage your Proposals
Creating and sending proposals has never been easier. Create new proposals by selecting customers adding products/ services to that list. You can edit existing proposals by adding or removing products. You can send these proposals and also check the status of these proposals. Create duplicates and convert these proposals to invoice through simple click. Just imagine the number of work hours you would save through this.
Manage & Create Accounts
Create new accounts with ease and flexibility by updating information like Account holder name, Bank name, Account number, opening balance and contact number. Edit the essential information as and when required.
Transfer Money & Manage Transactions
Transfer money: Maintain the records and transfer at ease an amount from one account to other through various modes. You could search for particular transfer through easy filtering.
Manage Transactions: Easy management of transactions through a detailed list of transactions chart. Search and filter out the transactions by selecting individual accounts.
Manage Invoices: Edit the existing invoices by adding new items/products. Download, print or Resend the invoice through simple click. Send payment reminders and add payments with ease. Customer can pay invoice via Stripe and Paypal
Revenue management: Record the newly generated revenue by creating new revenue. Change the source of revenue and add references. Also you could filter the revenue based on account, customer, category and payment methods.
Manage Bills: Edit the existing bills by adding payments. Download, print or Resend the Bill through simple click. Check the status of payments and edit your payment summary.
Payment management: Record the newly generated expense by creating new payments. Change the categories and add references. Also you could filter the revenue based on account, customer, category and payment methods.
Create goals for particular activities and assign a time frame and amount to it. Its graphical presentation on dashboard would help in easy achievement of these tasks.
Manage your asset list by editing and deleting assets from the list. You can create new assets by assigning duration, descriptions and amount to it.
Get a report on transactions with easy filtering option. Download the required account statements in either of PDF, CSV or Excel format. You get a duly prepared reports on individual Income, Expense,Tax, Invoice and bill summary. Filter them on basis of Account, category and customers. Also a graphical display of Income VS Expense chart along with a detailed calculation of Profit and Loss will help you make informed decisions. Filter the tax summary and Income VS Expense chart based on financial years.
Create the tab for constant by adding and creating tax rates, categories, Unit, Payment methods. This would facilitate ease in generating invoices and bills.
Customize your site setting by adding the files of logo and creating the text for title. Create the custom settings for company and Email address. With system settings you could add currencies and determine their location.