Get to know our products
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.
Dashboard
The dashboard contains all the tabs that you need to manage your business easily.
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
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.
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
Taxes
a. Tax rates
b. Item tax types
c. Sales tax settings
d. Sales tax return
Suppliers
a. Supplier setup
Customers
a. Customers setup
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
Income
a. Add income
b. Income register
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
Expense
a. Add expense
b. Expense register
Purchase
a. New purchase order
b. View purchases
c. Supplier transactions
d. Payment
e. Repeat purchase
Budgeting
a. Create / View budget
b. View budget
Asset Register
a. Asset types
b. Assets
c. Amortisation schedule
Reporting
a. Printable reports
b. Graphical reports
Import / Export
a. Import items
b. Import journal entry
c. Import chart of accounts
d. Import bank statement
e. Export data
