E-Invoice Report

How  Settlement of Invoices has been done ?

If settlement is done with cash or credit note ?

Settlement means how much balance was in debit or credit side and what is final closing balance ?

Usually follow up is tracked by closing balance figure, no one cares if the transaction is settled on cash basis or a credit note is issued ?

 Finsys introduces a fresh report in which you can analyse credit side of the invoices.

By just a click you can see how many settlement is done on cash basis, credit notes and right offs.

Invoice Review –How invoice is settled ?–By cash or By credit note ?

Use this feature to track your collection pattern.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

Read: How is ERP single source of truth ?

Contact us at https://finsys.co.in/contact-us.

New Feature of Finsys ERP

Customer’s P.O number in Debtor Ageing Report -Finsys ERP

Earlier,

In Finsys ERP Customer outstanding report (Debtors) bill wise just shows party’s name, location, bill no., bill date, outstanding ageing, debit and credit balances.

Now,

A new feature is introduced in which it shows against which P.O bill is made and what is P.O date ?

What is the need for this ?

As sometimes customers asks for the P.O against which bill is issued  and the bill is for what material before making payment ?

To solve this issue, to reduce the work and making it more efficient this feature has introduced.

With finsys ERP searchable report you can see what is the P.O no. given by party, this makes easy on party’s end to find collection and also easy to do follow up on our end too.

That’s why this new feature is introduced in outstanding report as usually marketing team has the P.O no. but now accounts team can also access this by using Finsys ERP’s new feature.

Use Finsys ERP for it’s best feature as possible, make life easy and also to make your business fast and more efficient.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

Are you able to see attached documents without Party Master ?

or

Everyone in your organisation has rights of Party Master ?

If Yes, you are letting everyone see some sensitive data of party which is not ethical in some or other way.

Earlier,

Finsys Party master has a feature named Document attachment .But to enable it you should have rights of Party master.

But

The problem we face is we don’t want to give party master’s rights to everyone but want some people to see attached documents.

Now, solution to this….

The new update of Finsys ERP provides the solution for this by introducing the a feature to viewing attachments by not having rights of Party Master.

Map to this-

Accounts Module—Transaction Control—View documents attached with party master

Now no interventions can be made in party master and also got the access to view attachments with Party Master.

You may give this right of viewing attachments to Tax department person to view GST Certificates or Cheque copy attached with it.

This feature also makes your data safe from some uncertainties.

Make your work more authentic by using this good and upgraded feature.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

ERP is a single source of Truth

We usually maintain our new leads in business in Google sheets and Excels.

But

It’s just a stand by arrangement not a permanent, fixed and managed solution.

E-mail is also not a solution for this because the question is –

Why should we follow the lead on different platforms ?

As its not easy to do follow ups on different platforms like E-mails, WhatsApp and calls.

Don’t Worry…

Finsys has your back as always.

Finsys worked on problems like

If sale order is ready, dispatch request has been made or not ?

  If Dispatch request had made, Material has been loaded or not ?

If material is loaded, Dispatch has been made or not ?

Finsys made all this easy by introducing a automated feature in which routine works are inter-linked with different department.

If one department makes request, the other department can see it on the ERP and can take actions accordingly.

Use e-mail to contact outsiders but use this special feature for your office & inter-department works.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

Read – How to do Physical Verification Stocks Fast ?

https://finsys.co.in/physical-verification-of-stocks-using-qr-code-scanning-fast-reliable-easy

After production recording everyone needs to match their consumption and standards.

How to match standard and actual consumption ?

Finsys solve this problem by introducing new reports which job wise reports standard vs actual consumption.

Sometimes some small consumptions are not declared at the time of production, Finsys now provides you with a new feature in which you can enter these items later also. So that you can get the real consumption.

Benefits

Job-wise Consumption

More accuracy in report

Can be entered later also

This record making provide us with-

What material is used for production ?

How the material is used for production ?

How much material is used for production ?

Production is done at What cost ?

Use this Feature to make your production more better, accountable and effective.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

https://finsys.co.in/scrap-generation-in-finsys-erp-dos-and-donts-sangeet-gupta