GET TO KNOW SOFTDRIVE PRODUCTS

Get to Know Softdrive Products | Budgeting and Business Planning – First of all we are going to show you the GL Accounting Application, which contains everything.

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DASHBOARD

The dashboard contains all the tabs that you need to manage your business easily.


2. SETTINGS

a. Business details

Enter you business details in the setting so it can appear on your invoice, quotes etc…

b. Language settings

Choose the language that suits you.

c. Email settings

Enter your email address like this so that you send invoices, quotes or others you have a copy.

d. Project setup

e. Income / Expense categories

Operational, investment & financial or the default categories for your income & expense.

f. Currency settings

Set the currency that you need.

g. Exchange rates

After adding the currency setting that you need.

Select the exchange rate that you will use for your business.

h. Payment settings

Select or add the payment that you or your clients can pay.

i. User setup

You can add a new user on your accounts.

Multi access.

k. Attached document


CASH & BANK

a. Bank account

Add your bank accounts details.

Create the number of accounts that you need.

b. Bank statement

You can view all your bank statements, just select the account & the date.

c. Bank reconciliation

d. Import bank transaction automatically

Add an new transaction debit & credit, with an attached file.


ACCOUNTING

a. Accounting year

b. Chart of accounts

c. Account categories

d. Account types

e. Journal entry

f. View journal

g. Modify journal

h. Import journal for automatic processing

i. GL settings


TAXES

a. Tax rates

b. Item tax types

c. Sales tax settings

d. Sales tax return


SUPPLIERS

a. Supplier setup


CUSTOMERS

a. Customers setup


PRODUCT & SERVICE

a. Product / Item setup

b. Product categories

c. Units of measures

d. Sales pricing

e. Purchasing pricing

f. Stock status

g. Stock Adjustments

h. Stock reorder levels


INCOME

a. Add income

b. Income register


INVOICE

a. New invoice

b. View invoices

c. Customer transactions

d. Payments

e. Invoice from templates

f. Repeat invoices

g. New quotation

h. View quotation


EXPENSE

a.  Add expense

b. Expense register


PURCHAS

a. New purchase order

b. View purchases

c. Supplier transactions

d. Payment

e. Repeat purchase


BUDGETING

a. Create / View budget

b. View budget


ASSET REGISTER

a. Asset types

b. Assets

c. Amortisation schedule


REPORTING

a. Printable reports

b. Graphical reports


IMPORT & EXPORT

a. Import items

b. Import journal entry

c. Import chart of accounts

d. Import bank statement

e. Export data