| Company Setup | Create and set up a new company file, customize preferences, and configure the chart of accounts. | | |
| User Setup and Permissions | Set up and manage user roles, controlling access and permissions for sensitive functions. | | |
| Vendor/Supplier Module | Maintain vendor profiles, purchase order, receiving inventory, pay bills, and record expense. | | |
| Customer Module | Maintain customer profiles, sales order, estimates, sales invoice, receive payments, sales receipt, credit memo, and generating statement of account. | | |
| Inventory Management | Maintain inventory list, transfer inventory, and inventory adjustment. | | |
| Banking and Reconciliation | Bank reconcile, write checks, and record deposit. | | |
| Reporting | Generating Reports | | |
| Budgeting and Forecasting | Create and monitor budgets, compare actuals vs. budgets, and forecast cash flow for future planning. | | |
| Security and Audit Trail | Maintain a detailed audit trail of user activity, data changes, and secure data with advanced security measures. | | |
| Backup and Restore | Schedule automatic backups and restore company files to prevent data loss or corruption. | | |
