Get to know our products

First of all we are going to show you the GL Accounting Application, who contains everything.

 

Dashboard

 

The dashboard contains all the tabs that you need to manage your business easily.

 


2. Settings

a. Business details

 

Enter you business details in the setting so it can appear on your invoice, quotes etc…

 

b. Language settings

 

Choose the language that suits you.

 

c. Email settings

 

Enter your email address like this so that you send invoices, quotes or others you have a copy.

 

d. Project setup

 

 

e. Income / Expense categories

 

 

Operational, investment & financial or the default categories for your income & expense.

 

f. Currency settings

 

 

Set the currency that you need.

 

g. Exchange rates

 

 

After adding the currency setting that you need.

Select the exchange rate that you will use for your business.

 

h. Payment settings

 

 

Select or add the payment that you or your clients can pay.

 

i. User setup

 

 

You can add a new user on your accounts.

Multi access.

 

k. Attached document

 

 

 


 

1. Cash / Bank

a. Bank account

 

 

Add your bank accounts details.

Create the number of accounts that you need.

 

b. Bank statement

 

 

You can view all your bank statements, just select the account & the date.

 

c. Bank reconciliation

 

 

d. Import bank transaction automatically

 

 

Add an new transaction debit & credit, with an attached file.

 


 

Accounting

a. Accounting year

b. Chart of accounts

 

 

 

c. Account categories

 

 

d. Account types

 

 

e. Journal entry

 

 

f. View journal

 

 

g. Modify journal

 

 

h. Import journal for automatic processing

 

 

i. GL settings

 

 

 


 

Taxes

a. Tax rates

 

 

b. Item tax types

 

 

c. Sales tax settings

 

 

d. Sales tax return

 

 

 


 

Suppliers

a. Supplier setup

 

 

 


Customers

a. Customers setup

 

 

 


 

Product / Service

a. Product / Item setup

 

 

b. Product categories

 

 

c. Units of measures

 

d. Sales pricing

 

 

e. Purchasing pricing

 

 

f. Stock status

 

 

g. Stock Adjustments

 

 

h. Stock reorder levels

 

 


 

Income

a. Add income

 

 

b. Income register

 

 


 

 

Invoice

a. New invoice

 

 

b. View invoices

 

 

c. Customer transactions

 

 

d. Payments

 

 

e. Invoice from templates

 

 

 

f. Repeat invoices

 

 

g. New quotation

 

 

h. View quotation

 

 

 


 

Expense

 

a.  Add expense

 

 

b. Expense register

 

 


 

Purchase

 

a. New purchase order

 

 

b. View purchases

 

 

c. Supplier transactions

 

 

d. Payment

 

 

e. Repeat purchase

 

 


 

Budgeting

 

a. Create / View budget

 

 

b. View budget

 


 

Asset Register

 

a. Asset types

 

 

b. Assets

 

 

c. Amortisation schedule

 

 

 


 

Reporting

 

a. Printable reports

 

 

b. Graphical reports

 

 

 


 

Import / Export

 

a. Import items

 

 

b. Import journal entry

 

 

c. Import chart of accounts

 

 

d. Import bank statement

 

 

e. Export data