--- title: "All features of allsoft® Books accounting ERP" description: "Every feature of allsoft® Books, module by module: vouchers, bill-wise accounting, warehouses, bank reconciliation, approvals, payroll, CRM and reports." url: https://allsoftbooks.com/features language: en --- [Home](https://allsoftbooks.com/) / Features Features # Every feature, module by module. Accounting, inventory, banking, approvals, payroll, CRM and more, all working on the same customers, items and accounts. [Book a free demo](https://allsoftbooks.com/demo) [See how it fits your process](https://allsoftbooks.com/customisation) 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 AccountingInventorySales & purchaseBankingReportsApprovals & controlsCRM & field salesPayroll & HRDeliveryCustomer messagingMobilePlatform ## 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 →](https://allsoftbooks.com/accounting) _Illustration: a receipt allocated bill-wise to two open bills, with a third bill still open. Sample figures._ ## 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 →](https://allsoftbooks.com/inventory) _Illustration: stock transfer ST/0057 is approved and dispatched, and 24 door hinges move from the main warehouse to the city branch. Sample figures._ ## 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 →](https://allsoftbooks.com/sales-purchasing) _Illustration: a sales voucher moving through sales order, credit check, invoice and stock, delivery with GPS proof and receipt against bills, ending in a balanced trial balance. Sample figures._ ## 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 →](https://allsoftbooks.com/banking) _Illustration: bank statement lines matched to ledger entries one by one until nine of nine are reconciled with no difference. Sample figures._ ## 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 →](https://allsoftbooks.com/reports) _Illustration of three report charts on a glass panel, with sample figures: sales for the last 12 months rising to 79k in October, receivables ageing (52% within 30 days, 27% 31 to 60 days, 14% 61 to 90 days, 7% over 90 days) and a cash-flow line rising to 86k._ ## 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 →](https://allsoftbooks.com/approvals) _Illustration: a payment request approved at three levels, then posted to the bank ledger, with a posting lock. Sample figures._ ## 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 →](https://allsoftbooks.com/crm) _Illustration: today's call list sorted by customer value, with call outcomes and a follow-up booked. Sample figures._ ## 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 →](https://allsoftbooks.com/payroll) _Illustration: the October payroll run pays each employee, a payslip comes out of the run and the salary journal is posted with debits equal to credits. Sample figures._ ## 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 _Illustration: a delivery route to three customers, ending with GPS-matched proof of delivery and a photo. Sample figures._ ## 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 →](https://allsoftbooks.com/customer-messaging) _Illustration: a customer chat where an invoice PDF is sent and a payment thank-you follows. Sample figures._ ## 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 →](https://allsoftbooks.com/mobile) _Illustration: a receipt saved on a phone updates the same customer's outstanding on a laptop and a tablet. Sample figures._ ## 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 _Illustration: three companies, each with its own currency and financial year, under one sign-in. Sample figures._ 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. [Book a free demo](https://allsoftbooks.com/demo)