Dashboard, Contact Transactions Summary, Agent Commission, Bank Book Details, Delivery Challan Export (added few fields), Rest API Service

Published by Team@HostBooks at Last Updated on June 21st, 2021 at 7:28 pm Published on June 18, 2021

Features

Dashboard:
All new Dashboard to do analysis with date range and option to change chart type for respective charts which gives an opportunity to take a close look on Sales Trends, Payment status of Purchase Bill and Sales Invoice, Cash and Bank Balance, Indirect Expenses, Balance Sheet Analysis, Along with said dashboard charts are extended to Notifications (Pending for Approval), Account watch list, top 5 customer by Sales Amount and top 5 stock item by Sales Amount.

Contact Transactions Summary:
A new report, Contact Transactions Summary is introduced in the report section which adds visibility to Payable and Receivable Invoices with due amount, paid amount along with overdue by days and balance amount, option to customize report with desired columns and extensive filter options to facilitate the use of report as per user requirement.

Agent Commission:
Another new report, Agent Commission is introduced in the report section this report provides detail insight of Invoice wise Agent Commission which could be viewed either Agent wise or Company wise with option to customize report with desired columns as per user requirement.

Bank Book Details:
We have given provision to view Bank Book Details under Cash and Bank where in details of Receipt, Payment, Transfer and Manual Journal are made available to view under Bank Book Details.

Delivery Challan Export:
In Delivery Challan Export few fields Invoice Quantity, Invoiced Amount, Reversed Quantity, Reversed Amount, Balance Quantity and Balance Amount are made available for export along with existing fields to facilitate users to track delivery challan on the basis of quantity or amount.

Rest API Services:
Rest API services released for external customer to integrate their application data into HB Accounts application.

List of API services are given below:

S.No	API Description
1	Login API
2	Get Company List
3	Validated Company
4	Add Master Data
a.	Ledger Account Master
b.	Bank Account Master
c.	Company Branch Master
d.	Category Master
e.	Contact Master
f.	Cost Centre Master
g.	GST Rate Master
h.	Inventory Master
i.	Other Tax Rate Master
j.	Price Group Price Master
k.	Discount Group Master
5	Add Transaction data
a.	Sales Invoice Including Margin Invoice Scheme
b.	Purchase Bill
c.	Journal Voucher
d.	Fixed Asset
e.	Bank Receive Money
f.	Bank Spend Money
g.	Sales Credit Note
h.	Purchase Debit Note
i.	Bank Transfer Money
j.	Expenses
k.	Payment / Receipt against Purchase / Sales transaction

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

Team@HostBooks

Arpita Bora is leading the content writing team at HostBooks Limited. She has pursued her Masters in Commerce. With over 4.5 years of experience in technical and creative writing, she specializes in both long and short-form digital content.