Vendor Portal - Empower your vendor to view their transactions in one place. Read more ...
Expense Management - Upload your receipts to stay organized and track where your money is going. Read more ...
Automation - Save time by automating business workflows and focus on growing your business. Read more ...
Documents Management - Streamline and store all your documents in one place and attach them to transactions. Read more ...
Yes, you can create a tax invoice for goods/services. To create a tax invoice you should ensure that the GSTIN of your company has been mentioned in the company profile. To view/edit company profile, you can go to the profile button on the portfolio page and select edit company profile.
Yes, the graphical presentation of these reports is available on the dashboard.
Yes you can, go to: Portfolio > Master Data > Ledgers >Import Excel > Click here for demo excel. Download the demo excel file as mentioned above & then fill it accordingly & then upload it back.