General
Setting | Dashboard | Email | Calendar
01 Setting
Setting up company
In setting, you are able to adjust your default currency, financial year and company language.
Enhance brand identity
Upload your company logo and set your brand colour to create outgoing documentations in your own style.
Brand identity setting
02 Dashboard
Keep track of everything
You can create, manage and switch between dashboards. The default one has shown all popular data you need to manage a business.
Sales Metrics Dashboard
Download [Sales Metrics] and you will have one more dashboard showing the top 5 key performance indicator.
03 Email
Email Templates
All email templates support revision and you may send out reminder to third-parties one click away.
04 Calendar
Save the date
See all your transaction schedule and staff leaves at a single glance. Never miss invoices and payment due dates.
Sales
Items | Customer | Quotation | Invoice
01 Items
Manage product / services
Record your product and services details for easy invoicing. You are able to know which items is of high-performance.
02 Customer
Customer Management
All business or invididual customers profiles are created. You may manage all related invoice in one click. Customer can also login to their client portal for follow-up.
03 Quotation
Estimates (Quotes)
Create quotes, communicate with customers, get approvals, convert into invoices.
04 Invoice
Easy Invoicing
Amaze your clients with professional looking invoices and get paid faster.
Purchase
Inventory | Order | Vendor | Bill
01 Inventory
Product Management
Add and track unlimited products and services to the inventory. Manage the stock and warehouses like a pro.
02 Order
Warehouse Management
Do adjustment and transfer orders to keep inventory up-to-date. You are able to customize, generate and print barcodes for every item.
03 Vendor
Vendor Management
All business or invididual vendor profiles are created. You may manage all related bills in one click.
04 Bill
Easy Billing
Auto-sync of inventory when creating bills. Upload bills received for easy referencing. Never miss out any due dates.
Banking
Account | Transaction | Transfer | Reconciliations
01 Account
Manage Multiple Accounts
Cash account is default. You may add unlimited bank accounts, credit card accounts and petty cash account for easycalculation.
02 Transaction
Clear Income & Expenses
Add new income and expenses for different accounts. You will be able to see the profit right away.
03 Transfer
Switch Accounts
You may have cash, saving, current account or more at the same time. Transfers allow you to move money from one account to another, whether they use the same currency or not.
04 Reconciliations
Bookkeeping
Bank reconciliation is a process performed to ensure that your company bank records are also correct.
Human Resources
Employee | Payroll | Leaves | Expense Claim
01 Employee
Employee Management
Manage your employee profile and upload related documents for easy referencing.
02 Payroll
Support different pay Calendar
No matter full-time or part-time staff, you can set your own payment terms and run payroll when neccessary.
03 Leaves
Manage employee leaves
Complete attendance tracking solution for businesses. Manage absences and leaves effectively by setting the entitled period of time for an employee. View their time-off balance to grant leaves application.
Organzie Work calendar
All leaves will be shown automatically on calendar. Work management could be carried out in advance.
04 Expense Claim
Easy expense reimbursement
Create, approve, upload, and reconcile employee reimbursements on the go. Choose an Approver of an expense claim and send an approval request to notify them for a quick response.
Expense Claim Summary
See a summary of your expense claims at a glance. Track outstanding, approved, and pending expenses and plan follow-up actions accordingly. See a list of created expense claims and their statuses, such as paid, approved, pending, or refused.
Operation
Project | Contract | Report
01 Project
Optimize Project Management
See a summary of a project's progress and evaluate profitability. You access all related tasks from the project dashboard with date information, active discussions with team members, and a timeline of incoming and outgoing transactions presented on a chart.
Sync with financials & calendar
All invoices, bills and payroll can be connected to the project for easy calculation. Dates for project delivery will be shown in calendar automatically.
02 Contract
Contract Management
A contract is a legally binding document between at least two parties that defines and governs the rights and duties of the parties to an agreement. Access your contracts electronically and instantly, anywhere you are.
03 Report
Powerful Report
Pin popular reports you freqently use. Get detailed financial reports to help you better visualize all the information you need to improve your business.
