Features

 

Salient features of AccountX SaaS – Accounting and Billing Tool

 

Create plans and get payment- a special SAAS feature

With a super admin login, create plans that are most feasible for your business model. Select appropriate pricing and duration for the created plan. Get payment using Stripe and PayPal payment gateway. The plan would be disabled if not renewed after its expiry.

 

Dashboard

Get an overview of total customers, vendors, invoices and bill along with 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 the visual status of various accounting details of the business.

 

Assign roles to each staff

Our multi-user accounting tool, allows you to assign roles to each of your staff. By managing their permissions gain control over their access to 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 a 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 a simple click. Just imagine the number of work hours you would save through this.

Banking

• Create an account

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

Maintain the records and transfer at ease an amount from one account to another through various modes. You could search for a 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.

 

Income

• Manage Invoices

Edit the existing invoices by adding new items/products. Download, print or Resend the invoice through a simple click. Send payment reminders and add payments with ease. Customer can pay the 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.

Expense

• Manage Bills

Edit the existing bills by adding payments. Download, print or Resend the Bill through a 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.

Reports

Get a report on transactions with an easy filtering option. Download the required account statements in either PDF, CSV, or Excel format. You get a duly prepared report 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.

Goal

Create goals for particular activities and assign a time frame and amount to it. Its graphical presentation on the dashboard would help in the easy achievement of these tasks.

Asset

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.

Constant

Create the tab for constant by adding and creating tax rates, categories, Unit, Payment methods. This would facilitate ease in generating invoices and bills.

Company settings

Customize your site setting by adding the files of the logo and creating the text for the title. Create custom settings for company and Email address. With system settings, you could add currencies and determine their location.

 

Available in multiple languages

Add and customize the tool from the list of available languages. It facilitates global usability.