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New Neo mobile Version released with Unregistered Business (GST Field),Direct Print functionality, Expense Report, Tooltip Functionality, Additional Fields and Template.

Published by Team @HostBooks at March 30, 2023
Categories
  • HB Neo
  • Whats New
Tags
Features Summary:
  • Unregistered Business (GST Field)
  • Direct Print functionality
  • Expense Report
  • Tooltip Functionality
  • Additional Fields
  • Template

Unregistered Business: With this release, we have provided an Unregistered Business.

Login Credentials → Choose None or PAN → Enter All business details → Submit

Please refer to screenshot below for your help.

neo-mobile-unregistered-business-one

Sale: User can choose the Invoice option from the Sale.

neo-mobile-unregistered-business-two

Add button: Users can add Invoices

neo-mobile-unregistered-business-three

Sale Invoice: The User can see all GST-related field that are not visible in the form

neo-mobile-unregistered-business-four

Direct Print Functionality: With this release, we have provided direct print functionality.

Slide menu → Setting → App Setting → Open Print

Please refer to the screenshot below for your help.

neo-mobile-direct-print-one

Save & Preview: The user can turn on the Save and Preview option.

neo-mobile-direct-print-two

For example choose Sale → Invoice → Add Sale invoice → Fill in all details → Click on the save button.

neo-mobile-direct-print-three

Print Preview: After saving, the user can view the print preview.

neo-mobile-direct-print-four

Expense Report: With this release, we have provided an expense report.

Slide menu → Report → Expense Report → Open Print

Please refer to the screenshot below for your help.

neo-mobile-expense-report-one

Filter Button: Users can filter expenses as per their need

neo-mobile-expense-report-two

Summary: The user can see the summary expense report.

neo-mobile-expense-report-three

Detailed: The user can set export settings here and export data according to his requirements.


Export button: The user can export data.

neo-mobile-expense-report-five

Export: The user can export following data.

neo-mobile-expense-report-six

Tooltip Functionality: With this release, we have provided tooltip functionality

Slide menu → Sales → Quotation/Estimate/Proforma → Setting → i Button.

neo-mobile-tooltip-functionality

Additional Field: With this release we have provided of additional field.

Slide menu → Setting → Additional Field.

Please referrer below screenshot for your help.

neo-mobile-additional-field-one

Add Field: The user can click on the Add field.

neo-mobile-additional-field-two

Item level field/Invoice level field: Users can choose in which field they want to apply.

neo-mobile-additional-field-three

Item field: The user can choose an option among them.

neo-mobile-additional-field-four

After selecting Field, the nature user can choose the field where the user wants to apply.

neo-mobile-additional-field-five

Users can see details

neo-mobile-additional-field-six

After that User can go Sale → Invoice → Add invoice → Fill Details → Add Items.

neo-mobile-additional-field-seven

Setting: The user can turn on MRN Button

neo-mobile-additional-field-eight

MRN: The user can see the MRN field in the form

neo-mobile-additional-field-nine

Template: With this release, we have provided Template.

Slide menu → Setting → Template Setting → Choose template

Please refer to the screenshot below for your help.

neo-mobile-template-one

After Selecting the template user can click on the preview button and then User can click on Save button

neo-mobile-template-two

User can See details of template

neo-mobile-template-three

After Watching details user can go to sale → invoice → add invoice → Fill detail → Save

neo-mobile-template-four

We’re always excited to hear from you! If you have any feedback, questions or concerns, please email us at:
qa@hostbooks.com.

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Team @HostBooks
Team @HostBooks
About Author: HostBooks is a leader in transforming business operations through comprehensive cloud-based solutions that encompass the full spectrum of business requirements. With 8 years of proven expertise, our team is committed to driving enterprise innovation and automation, yielding heightened efficiency and amplified ROI.

Built for scale and speed, HostBooks empowers forward-thinking businesses to simplify workflows, stay compliant, and unlock smarter decisions.

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