GET TO KNOW SOFTDRIVE PRODUCTS

Get To Know Our Products || Accounting Service Business Plan

Budgeting and Business Planning – First of all we are going to show you the GL Accounting Application, which contains everything.

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Dashboard

 

The dashboard contains all the tabs that you need to manage your business easily.

 

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2. Settings

a. Business details

 

Enter you business details in the setting so it can appear on your invoice, quotes etc…

 

b. Language settings

 

Choose the language that suits you.

 

c. Email settings

 

Enter your email address like this so that you send invoices, quotes or others you have a copy.

 

d. Project setup

 

 

e. Income / Expense categories

 

 

Operational, investment & financial or the default categories for your income & expense.

 

f. Currency settings

 

 

Set the currency that you need.

 

g. Exchange rates

 

 

After adding the currency setting that you need.

Select the exchange rate that you will use for your business.

 

h. Payment settings

 

 

Select or add the payment that you or your clients can pay.

 

i. User setup

 

 

You can add a new user on your accounts.

Multi access.

 

k. Attached document

 

 

 

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1. Cash / Bank

a. Bank account

 

 

Add your bank accounts details.

Create the number of accounts that you need.

 

b. Bank statement

 

 

You can view all your bank statements, just select the account & the date.

 

c. Bank reconciliation

 

 

d. Import bank transaction automatically

 

 

Add an new transaction debit & credit, with an attached file.

 

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Accounting

a. Accounting year

b. Chart of accounts

 

 

 

c. Account categories

 

 

d. Account types

 

 

e. Journal entry

 

 

f. View journal

 

 

g. Modify journal

 

 

h. Import journal for automatic processing

 

 

i. GL settings

 

 

 

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Taxes

a. Tax rates

 

 

b. Item tax types

 

 

c. Sales tax settings

 

 

d. Sales tax return

 

 

 

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Suppliers

a. Supplier setup

 

 

 

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Customers

a. Customers setup

 

 

 

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Product / Service

a. Product / Item setup

 

 

b. Product categories

 

 

c. Units of measures

 

d. Sales pricing

 

 

e. Purchasing pricing

 

 

f. Stock status

 

 

g. Stock Adjustments

 

 

h. Stock reorder levels

 

 

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Income

a. Add income

 

 

b. Income register

 

 

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Invoice

a. New invoice

 

 

b. View invoices

 

 

c. Customer transactions

 

 

d. Payments

 

 

e. Invoice from templates

 

 

 

f. Repeat invoices

 

 

g. New quotation

 

 

h. View quotation

 

 

 

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Expense

 

a.  Add expense

 

 

b. Expense register

 

 

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Purchase

 

a. New purchase order

 

 

b. View purchases

 

 

c. Supplier transactions

 

 

d. Payment

 

 

e. Repeat purchase

 

 

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Budgeting

 

a. Create / View budget

 

 

b. View budget

 

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Asset Register

 

a. Asset types

 

 

b. Assets

 

 

c. Amortisation schedule

 

 

 

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Reporting

 

a. Printable reports

 

 

b. Graphical reports

 

 

 

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Import / Export

 

a. Import items

 

 

b. Import journal entry

 

 

c. Import chart of accounts

 

 

d. Import bank statement

 

 

e. Export data