- Introduction
What is AccountingBook?
AccountingBook is an accounting Package which work on the Salesforce platform. AccountingBook instantly organize customer data from a variety of channels and present in one unified view.
Why use AccountingBook?
- AccountingBook gives you the Account Information, Contacts, Opportunities, Leads and Reports accessible at your convince wherever you are using a system and or any device like note pad, smart phone or a tab.
- AccountingBook helps business to transact via Accounts Payable / Accounts Receivable.
- Provides the customization of Reports and Dashboards.
- Easy to import or export data.
- Can send automated mails to the customers to receive payments intimation which have near Due Date.
- AccountingBook has the ability to convert all transactions into Journal Entries which is easy to access.
- Has a number of customable inbuilt Objects to suit your business type which is also easy to navigate.
Key Components
Some Key Components of the AccountingBook are:
Accounts: Accounts Object stores in all details of the individuals, organizations, companies, customers, vendors and partners
Receivables: Account receivable gives you the option to navigate and enter data into an Opportunity like Estimate, Invoice, Sales Order, Credit Memo and also allow to create recurring templates to maintain the subscriptions of your customers while making the necessary transactions
Receive Payment: This object facilitate you to receive payment either in full or by part from your customers
Payables: Account Payables allows you to navigate through tabs like Purchase Order, Create Bills and Pay Bills and make the necessary transactions
Bill Payments: This Object allows you to navigate through the payments you have made to your Vendors in the past and allows you to make new payments
Reports: Along with the
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pre-defined Reports and Dashboard, Reports allow you to customize and save the Reports and Dashboards for your future references and view it
Items: Items Object allow you to Edit, Delete or Create a new items
GL Accounts: This is Object where the Chart of Accounts are been mapped and you can add new, edit and delete accounts according to the business requirements
Journal Entries: Records the financial transactions of your business in a precise manner so that the information on any point in relation to them may be quickly obtained
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How does AccountingBook Work?
Business is a complex operation, and to cater your requirements in a simplified manner Avankia presents you the Accounting Package AccountingBook. The below picture help you to understand the process how AccountingBook passes through the various process of your business.
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