Features

Every feature, module by module.

Accounting, inventory, banking, approvals, payroll, CRM and more, all working on the same customers, items and accounts.

Features per module
141
  1. Accounting 18
  2. Inventory 15
  3. Sales & purchase 11
  4. Banking 10
  5. Reports 17
  6. Approvals & controls 10
  7. CRM & field sales 12
  8. Payroll & HR 11
  9. Delivery 6
  10. Customer messaging 12
  11. Mobile 7
  12. Platform 12

Accounting

Double-entry bookkeeping with bill-wise receivables and payables, in your own voucher formats.

  • Sales invoices (credit)
  • Point-of-sale cash sales
  • Purchase invoices
  • Purchase import from Excel
  • Credit and debit notes
  • Bill adjustment
  • Payments, receipts and contra
  • Single and multi-line journals
  • Bill-wise allocation
  • Cheque and instrument details
  • Cost centres
  • Multi-currency invoices
  • Voucher numbering rules
  • POS, A4, A5 and tax invoice layouts
  • Auto-print after save
  • Guards against typing errors
  • Edit with full history
  • Delete with full reversal
More about Accounting →

Inventory

Stock you can trust across every warehouse, posted to the same books.

  • Warehouses (godowns)
  • Stock groups, units and conversions
  • Delivery and receipt notes
  • Rejections in and out
  • Stock journals
  • Stock transfers with approval
  • Physical stock from Excel
  • Barcode labels
  • Stock summary and drill-down
  • Stock and warehouse ledgers
  • Negative stock and reorder reports
  • Roll and lot stock
  • Min and max price by group
  • Local-language item names
  • Low-stock email alerts
More about Inventory →

Sales & purchase

From enquiry to purchase order and from order to invoice, without the email chain.

  • Sales orders
  • Purchase orders and indents
  • Order status and delivery dates
  • Credit-limit warning on orders
  • Reorder planning by lead time
  • Supplier enquiries and quotations
  • Draft orders with shipping documents
  • Purchase order documents
  • Shipping-pending report
  • Stock budgets
  • Salesman commission
More about Sales & purchase →

Banking

Close the month without the spreadsheet.

  • Bank statement upload
  • Match or create vouchers from bank lines
  • Bulk reconciliation
  • Reconciliation status
  • Deposit status by account
  • Cheque book allotment
  • Cheque printing
  • Cheque tracker and clearing
  • Bank balance projection
  • Statement and ledger exports
More about Banking →

Reports

Over 130 reports and tools. Every figure opens to the entry behind it.

  • Day, cash and bank books
  • Ledger with drill-down
  • Trial balance
  • Profit and loss
  • Monthly P&L by warehouse
  • Balance sheet
  • Group summary
  • Outstanding and ageing
  • Collection follow-up
  • Sales and purchase registers
  • Item, party and group analysis
  • Gross profit by group
  • Top-selling items
  • Tax registers
  • Voucher search and statistics
  • Role-based dashboards
  • Excel and PDF export
More about Reports →

Approvals & controls

Money moves only after the right people say yes.

  • Payment approval workflow
  • Receipt approval workflow
  • Held-bill protection
  • Temporary credit limits
  • Approver caps per company
  • Credit check on sales
  • Posting locks
  • Ledger approval
  • Activity log
  • History on every voucher
More about Approvals & controls →

CRM & field sales

Every customer called on time, every visit recorded.

  • Daily call lists by customer value
  • Call outcomes with proof
  • Automatic follow-up actions
  • Manager review and lockout
  • CRM dashboards
  • Sample, service and wishlist reports
  • Beat routes
  • Customer locations
  • Sales targets
  • Mobile order taking
  • No-order reasons with GPS
  • Location reports
More about CRM & field sales →

Payroll & HR

Salary that posts straight to the books.

  • Employee records
  • Allowances with history
  • Work locations and shifts
  • Mobile attendance
  • Leave approval
  • Monthly or half-monthly salary
  • Salary approval
  • Salary journal
  • Payslips
  • Salary and social-security exports
  • Loans and advances with EMI
More about Payroll & HR →

Delivery

Know where every delivery is, with proof.

  • Delivery assignment
  • GPS and photo proof of delivery
  • Customer location tagging
  • Delivery location report
  • Received-in-office tracking
  • Stock picker assignment

Customer messaging

Talk to customers on the apps they already use.

  • LINE business inbox
  • Photos, voice and files in chat
  • Chat translation
  • Chatbot with rich menu
  • Callback requests
  • Product inquiries with response times
  • Payment thank-you messages
  • Invoice PDF by message
  • Due and overdue reminders
  • Photo-album broadcasts
  • Staff alerts by LINE, email or WhatsApp
  • Branded email templates
More about Customer messaging →

Mobile

Run the books from any phone.

  • Vouchers on the phone
  • Account books and ledger
  • Outstanding and stock reports
  • Sales and purchase analysis
  • Attendance punch
  • Salesman app
  • Document upload
More about Mobile →

Platform

Built for many companies, many users and many years.

  • Multiple companies
  • Financial-year switching
  • Currency and time zone per company
  • Email two-factor sign-in
  • Password and session policy
  • Per-user access
  • Role and permission engine
  • Audit trail
  • Separate data per business
  • Cloud document storage
  • Excel import and export
  • Keyboard-first data entry

Security and control

Your books, protected and accountable.

15 years in production. Each business on its own data, every change recorded.

Two-factor sign-in

A one-time code by email, company-wide or per user.

Per-user access

Each person sees only the screens and companies granted.

Audit trail

Who changed which voucher, and when, with the full record.

Password and session policy

Expiry rules, daily sign-out and remote session end.

See your own workflow running in allsoft® Books.