Each transaction affects at least two accounts: one debit and one credit.
A structured list of all accounts (assets, liabilities, equity, revenues, expenses) used to classify financial transactions.
Manual or automated entries to record financial transactions with details like date, amount, and description
Running balances for each account, updated in real-time or periodically.
A report ensuring debits equal credits, used for accuracy checking before producing financial statements.
Ability to open and close accounting periods (monthly, quarterly, yearly) for controlled financial reporting.
Supports recording and reporting in multiple currencies, with automatic conversion if needed.
Tools to match ledger entries with bank or subsidiary records automatically.
Instant access to key financial metrics and customizable dashboards.
Automatically aggregates data from subledgers like:
Stores customer details including billing addresses, payment terms, contact info, and credit limits.
Creation of invoices manually or automatically from sales orders, shipments, or recurring services.
Sets and monitors customer credit limits, performs credit checks, and controls risk exposure.
Records incoming payments (checks, bank transfers, credit cards, etc.), full or partial.
Shows outstanding invoices grouped by aging buckets (e.g., 0-30, 31-60 days), helping track overdue receivables.
Generates periodic statements summarizing account activity and balances for customers.
Matches payments to open invoices automatically or manually, including support for overpayments and underpayments.
Automated reminders and follow-ups for overdue payments, including escalation procedures.
Issues refunds or credits for returns, overpayments, or disputes.
Automates billing for subscriptions or ongoing services.
Allows customers to view invoices, make payments, and manage their account online.
Real-time dashboards, KPIs (e.g., DSO – Days Sales Outstanding), and customizable reports.
Stores vendor details including contact info, bank details, tax ID, payment terms, and addresses.
Captures and records supplier invoices manually or through automated methods (OCR, EDI, email parsing).
Schedules and processes payments via checks, ACH, wire transfers, or online payment gateways.
Routes invoices for approval based on rules such as amount, department, or project.
Assigns GL accounts or cost centers to AP transactions for proper accounting.
Processes vendor-issued credits for returns or overpayments.
Tracks outstanding payables and classifies them by due date (e.g., current, 30, 60, 90+ days overdue).
Tracks and applies early payment discounts.
Automatically generates invoices for regular expenses (e.g., rent, subscriptions).
Automates billing for subscriptions or ongoing services.
Projects upcoming payables to help manage liquidity.
Allows vendors to submit invoices, view payment status, and update their information.
Centralized database to record all assets, including descriptions, asset types, serial numbers, location, purchase date, and cost.
Categorizes assets by type (e.g., vehicles, equipment, buildings, software) for proper accounting and reporting.
Automatically calculates depreciation using multiple methods:
> Straight-line
> Declining balance
> Sum-of-the-years-digits
> Units of production
Monitors assets from acquisition through usage, maintenance, upgrades, and final disposal.
Manages asset sales, write-offs, or disposals, and calculates gain/loss on sale.
Records internal asset movement across departments, locations, or business units.
Create and manage detailed property listings including type (residential, commercial), size, price, location, status, and images.
Track available, sold, reserved, or leased units in real time. Manage floor-wise and tower-wise inventory for large projects.
Record inquiries, track site visits, and manage unit bookings. Handle lead assignment, follow-ups, and conversion to sales.
Capture buyer/tenant information including personal details, preferences, documents, and history with the company.
Define flexible payment plans. Track payment milestones, generate invoices, and send payment reminders to customers.
Register and manage external brokers or sales agents. Track their referrals, commissions, and performance.
Handle rental agreements, rent collection, renewals, and termination of leases. Automatically generate rent invoices.
Upload and store critical documents – ID proofs, agreements, floor plans, payment receipts – with secure access control.
Get real-time insights into unit sales, rental income, inventory, project performance, customer dues, and more.
Seamless integration with the Finance module for automated accounting entries, CRM for customer engagement, and Inventory for construction materials tracking.
Tracks stock levels, movements, and location across warehouses. Supports FIFO, LIFO, batch, and serial number tracking.
Manages the complete process from order receipt to delivery, including picking, packing, and shipping.
Controls layout, bin locations, stock placement, and warehouse operations.
Forecasts inventory needs based on historical data, seasonality, and sales trends.
Handles product returns, repairs, replacements, and restocking.
Uses barcodes or RFID for real-time tracking, scanning, and verification of goods.
Provides a unified view of inventory across multiple locations or business units.
Triggers alerts for delays, damages, stockouts, or delivery failures.
Define project scope, timelines, milestones, and deliverables. Use Gantt charts, calendars, or timelines to plan activities.
Create, assign, prioritize, and track tasks. Set deadlines, dependencies, and subtasks.
Allocate and manage human and material resources. View team capacity, workload, and availability.
Define project budgets and track actual vs. planned costs in real time. Monitor expenses, invoices, and profitability.
Log hours worked on tasks or phases by team members. Integrate with payroll or billing systems.
Define key project checkpoints and measure progress toward them.
Central storage for project-related documents with version control.
Visual overview of project status, progress, budget, and key metrics.
Tracks metrics such as time-to-completion, cost variance, resource utilization, and ROI.
Backlogs, sprints, user stories, Kanban boards, and burndown charts for agile workflows.
Capture, track, and manage potential customer leads from various sources. Assign leads to sales teams and monitor their status through the sales pipeline.
Maintain a centralized database of customer profiles, including contact information, interaction history, preferences, and account details.
Track sales opportunities, forecast revenue, and monitor progress from initial interest to closure. Helps prioritize high-value deals.
Visualize and manage the entire sales funnel. Identify bottlenecks, track deal stages, and improve conversion rates.
Log hours worked on tasks or phases by team members. Integrate with payroll or billing systems.
Schedule and assign follow-ups, meetings, calls, and tasks to your sales team. Get reminders and status updates to ensure timely engagement.
Create and send professional quotes and proposals directly from the system. Link them to leads or customers for easy tracking.
Get real-time insights into lead conversion, sales performance, customer acquisition cost, and more through dynamic dashboards and reports.
Seamless integration with finance, inventory, and support modules ensures end-to-end visibility and control over the customer journey.
Create job cards for each vehicle service request with details like vehicle info, issues reported, assigned technician, tasks, and estimated delivery date.
Maintain complete service history of each vehicle, including past repairs, parts replaced, warranty claims, and customer preferences.
Allow customers to pre-book service appointments. Schedule tasks and assign jobs based on technician availability and workload.
Manage diagnostics, service types (routine, emergency, breakdown), approvals, and progress tracking of each repair job.
Track stock levels of spare parts and consumables. Automate reorder alerts, supplier management, and part usage history.
Generate service estimates for approval. On job completion, generate invoices including parts, labor, taxes, and discounts.
Send automated SMS or email alerts for booking confirmations, job status updates, ready-for-pickup notifications, and feedback requests.
Assign jobs to technicians based on skillset and availability. Monitor time spent, job efficiency, and service quality.
Handle procurement of spare parts, manage approved vendors, compare prices, and record purchase invoices.
Manage insurance-related repair jobs with document tracking, claim form integration, and communication with insurers.
Customers can view job status, service history, and invoices. Technicians can access job details and update status via mobile devices.
Connect seamlessly with Finance for billing & accounting, Inventory for part tracking, and CRM for customer engagement.
