ZipBooks helps to streamline your accounting process by capturing all your accounting transactions through vouchers and ledgers. It automates your accounting, thus removing the burden of manual accounting and chances of duplication and errors. You can enter numerous voucher types and account groups based on your business allowing you to create different vouchers and accounts under it. Thus it gives you a real time view of all your accounting transactions.
ZipBooks lets you know your outstanding receivables and payables along with pending amount and bill days. This gives you a clear cut view of cash flow of your business and when your money will be realized. It records customer and vendor outstandings, helping you track how much money you owe from your customers and who owes you money. This helps you to run your business in a better way.
ZipBooks has facility to find the amount paid against each invoice by the customer. This enables you to get information about the amount due and received against each invoice. ZipBooks also gives you information on the Due Date of the payment to be received from the customer along with the Bill Days. This gives clarity regarding the receipts from customers and makes your accounting process smoother.
ZipBooks allows you to maintain Bill References wherein you can record the details of payment terms of your customers and vendors. You can also enter their credit days and the credit limit. This gives you full details of your bills and helps you decide which bills will be received and which you will have to pay and when. You also get an idea about the credit limit you have allowed to your customers and that which have been allowed by your vendors making it possible to maintain your accounts efficiently.
ZipBooks provides comprehensive drill down facility in reports. You can drill through your reports to the underlying transactions. This makes traceability easier for audit purpose. You get accurate and timely information through interactive accounting reports. Following are the accounting reports generated in ZipBooks:
ZipBooks has comprehensive inventory management system, rich in features. It helps to track and manage your stock levels across all locations and at multiple warehouses. You can easily create and track your items. Up - to - date inventory data, optimal stock levels and detailed reports gives you clear insight and control over your business. You get the correct inventory data instantly helping you ensure inventory accuracy.
ZipBooks enables posting of Goods Receipt with respect to stock arrived at your location. It allows to record Goods Receipt with as well as without reference to purchase order. You also get the delivery as well as the store details along with unit of measurement. This makes your inventory management system better, with delivery and receiving errors being reduced. There is an improved reconciliation between order, goods receipt and invoices, which makes payments faster. It also ensures greater data accuracy.
Stock Transfer in ZipBooks allows you to move inventory from one location to another helping you to optimize your inventory investment. It maintains stock transfer with fields capturing detailed information of each store, unit of measurement with the unique code of each item. Thus it does complete tracking of stock movement. Your warehouse replenishment gets automated through ZipBooks' flexible stock transfers. Your stock management also becomes more efficient through accurate forecasting of stores resources and decreased errors.
Uploading and downloading your inventory data is quite easy in ZipBooks. You will be able to import and export your inventory data at any time from any place in simple steps. You can export data into Excel and import through the same in ZipBooks. It also has the facility to import data by uploading Tally Master XML File.
ZipBooks offers a wide variety of means to view and examine your inventory through its reports. It has strong search and filtering facility. These reports can even be exported to Excel. The inventory reports in ZipBooks tracks prices, profitability and all inventory transactions along with current status as well as the count of items in inventory. Below is the list of Inventory Reports generated in ZipBooks:
ZipBooks streamlines your purchases thus helping you to cut administrative costs and reduce turnaround time of your purchase to payment process along with bringing transparency and accountability. It also eliminates all your duplicate and redundant expenses. ZipBooks helps to control and manage your whole procurement process to ensure all orders are processed quickly and easily. Being a cloud based system, it gives access to real time purchasing data whenever required. You can even access controls to some specific users. ZipBooks thus helps in speeding up your Purchasing cycle.
ZipBooks automates your purchase order system by providing complete visibility and control over your purchase process. It enhances workflow and maximizes productivity. It helps you in establishing efficient purchasing process and eliminates maverick spending. It ensures that purchase orders are created quickly and easily. All important details are captured in our Purchase Order including Vendor and Tax details thus automating and making your procurement process smoother.
Goods Receipt in ZipBooks shows that goods as per the purchase order have been received and after the receipt of invoice, payment can be processed. Goods Receipt can be with reference to or even without reference to Purchase Order. This assists the business in taking decision regarding the payment of invoice. It is also the first step in handling and managing material and stock process. It also keeps a check on goods which doesn't match Purchase Order.
ZipBooks automates and fastens your process of invoice making. This reduces manual intervention, making invoicing faster and eliminates errors. You get information about the funds caught up in purchase cycle, helping you to improve cash flow forecasting. Purchase Invoice created in ZipBooks can be tracked, followed and can be accessed at any place and from any device.
Through ZipBooks powerful reporting system you gain real – time insights of your company's procurement process. This helps you in taking quicker and more accurate strategic decisions. ZipBooks purchase reports provides useful information to support better purchasing decisions and enables the finance department to access relevant information of the whole purchasing cycle quickly. Following Purchase reports can be generated through ZipBooks:
ZipBooks tracks sales, helping you to customize its stages as per your company's needs. You can easily track sales opportunities while moving through the sales process. Sales tracking will thus give you complete visibility into your current sales opportunities helping you drive productivity and consistency. ZipBooks has everything you need, to close deals faster, irrespective of place, time and device allowing you to collaborate with your sales team from anywhere.
ZipBooks automates Sales Order preparation which cuts lead time and cost of processing order thus impacting the order-to-cash cycle. This leads to customer satisfaction as services become faster and more accurate. You can quickly process and track any sales order with real - time visibility and efficiency. Automated Sales Order creation in ZipBooks reduces errors, prevents lost and duplicate orders and ensures higher productivity.
Sales Delivery in ZipBooks can be posted with or without reference to Sales Order. It captures the details of items to be delivered along with the customer details and delivery details. Through Sales Delivery you can meet the customer requirements in time and give commitment to the customers about the correct delivery dates with quantity thus streamlining the entire sales process.
Sales Invoice in ZipBooks results in considerable savings and better control. It frees you from manual handling, helping you to automate and streamline your invoice flow. Chances of errors and duplication gets reduced, which raises the data quality. Through ZipBooks you can even post Sales Invoice with reference to Sales Delivery thus helping you to maintain your organization's sales flow. Sales Invoice prepared through ZipBooks thus results in shorter processing time and better control of delivered goods.
Sales reports in ZipBooks gives you actionable information on your sales. It helps your business to become more productive and gives you insights helping you to grow your business faster. It is a quick way of knowing real – time picture of your business. It also has an instant drill-down to the data you require. Sales Reports which can be generated through ZipBooks are:
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