Introducing Margin Scheme on Sales, Delivery Challan -Service & Goods, Reverse Charge in Sales & Bill Import, Sales Journal and Customer Due Statement Report.
June 12, 2021
Delivery Challan Templates, New Sales Template (“Custom 1”)
June 21, 2021

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

Dashboard: All new Dashboard to do analysis as with date range and option to change chart type for respective charts.

Contact Transactions Summary: A new report, Contact Transactions Summary is introduced in the report section which adds visibility to Payable and Receivable Invoices.

Agent Commission: Another new report, Agent Commission is introduced in the report section this report provides detail insight of Invoice wise Agent Commission.

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.

Delivery Challan Export: In Delivery Challan Export few fields Invoice Quantity, Invoiced Amount, Reversed Quantity, Reversed Amount, Balance Quantity and Balance Amount.

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

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.

dashboard
dashboard-two
dashboard-three
dashboard-four

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.

contact-transaction-summary
contact-transaction-summary-two
contact-transaction-summary-three
contact-transaction-summary-four

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.

agent-commission
agent-commission-two
agent-commission-three

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.

bank-book-details
bank-book-details-two

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.

Delivery-challan-export
Delivery-challan-export-two

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.NoAPI Description
1Login API
2Get Company List
3Validated Company
4Add 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
5Add 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.

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