HB Neo (RazorpayX), Trail Balance New, Purchase Summary
November 22, 2022
Enabled New Financial Year 2022-23 for Form 24Q – QTR-4.
December 6, 2022

Neo Desktop app release with Sales, Purchase, Expense, Journal, Cash & Bank, Inventory, Party, Chart 0f Accounts, Reports, Settings and Utilities modules.

Neo Desktop app release with Sales, Purchase, Expense, Journal, Cash & Bank, Inventory, Party, Chart 0f Accounts, Reports, Settings and Utilities modules.

Features
  • Sales
  • Purchase
  • Expense
  • Journal
  • Cash & Bank
  • Inventory
  • Party
  • Chart of Accounts
  • Reports
  • Settings
  • Utilities

New Sales:

Quote/ Estimate/ Performa: With this release we have given provision to create Quotation. So user can create quotation.

Available Here: Slide menu → Sales → Quote/Estimate/Proforma

Please referrer below screenshot for your help.

neo-quote-estimate-performance

Create Sales Quotation and Set Settings:

neo-create-sales-quation-and-set-settings

Add Quote:

neo-add-quote

Quote Setting:

neo-quote-setting
neo-quote-setting-two

New feature Sales order: With this release we have given provision to create Sales Order. User can create sales order here.

Available Here: Slide menu → Sales → Sales order

Please referrer below screenshot for your help.

neo-sales-order

Create Sales Order and Set Settings:

neo-sales-order-create-sales-order

Add Sales Order:

neo-sales-order-add-sales-order

Sales Order Setting:

neo-sales-order-sales-order-settings
neo-sales-order-sales-order-settings-two

Add New Delivery Challan: With this release we have given provision to create delivery challan. User can create delivery challan here.

Available Here: Slide menu → Sales → Delivery Challan.

Please referrer below screenshot for your help.

neo-add-new-delivery-challan

Create Delivery Challan and Set Settings:

neo-add-new-delivery-chllan-create-delivery-challan

Add Delivery Challan:

neo-add-new-delivery-challan-add-delivery-challan

Delivery Challan Settings.

neo-add-new-delivery-challan-delivery-challan-settings
neo-add-new-delivery-challan-delivery-challan-settings-two

New Sales invoice: With this release we have given provision to create Sales invoice. User can create sales invoice here.

Available Here: Slide menu → Sales → Invoice

Please referrer below screenshot for your help.

neo-new-sales-invoice

Create Sales Invoice and Set Settings:

neo-new-sales-invoice-create-sales-invoice

Add Sales Invoice:

neo-new-sales-invoice-add-sales-invoice

Sale Invoice Settings:

neo-new-sales-invoice-sales-invoice-settings
neo-new-sales-invoice-sales-invoice-settings-two

New Sales Credit note/Sales return: With this release we have given provision to create Sales credit note. User can create sales credit note here.

Available Here: Slide menu → Sales → Credit Note/ Sales Return

Please referrer below screenshot for your help.

new-sales-credit-note-sales-return

Create Credit Note and Set Settings:

new-sales-credit-note-sales-return-credit-note-and-set-settings

Add Credit Note:

new-sales-credit-note-sales-return-add-credit-note

Sales Credit Note Settings:

new-sales-credit-note-sales-return-sales-credit-note-settings
new-sales-credit-note-sales-return-sales-credit-note-settings-two

Add new Sales Debit note: With this release we have given provision to create sales debit note. User can create sales debit note here.

Available Here: Slide menu → Sales → Debit Note.

Please referrer below screenshot for your help.

add-new-sales-debit-note

Add Debit Note and Set Settings:

add-new-sales-debit-note-add-debit-note

Add Sales Debit Note:

add-new-sales-debit-note-add-sales-debit-note

Debit Note Settings:

add-new-sales-debit-note-debit-note-settings
add-new-sales-debit-note-debit-note-settings-two

Purchase

Purchase Order: With this release we have given provision to create purchase order. User can make purchase order here.

Available Here: Slide menu → Purchase → Purchase Order

Please referrer below screenshot for your help.

purchase-order

Add Purchase Order and Set Settings:

purchase-order-add-purchase-order

Create Purchase Order:

purchase-order-create-purhase-order

Purchase Order settings:

purchase-order-purchase-order-settings
purchase-order-purchase-order-settings-two

Purchase invoice: With this release we have given provision to create purchase invoice. User can make purchase invoice here.

Available Here: Slide menu → Purchase → Purchase Invoice.

Please referrer below screenshot for your help.

neo-purchase-invoice

Add Purchase Invoice and Set Settings:

neo-purchase-invoice-add-puchase-invoice-and-set-settings

Create Purchase Invoice:

neo-purchase-invoice-create-puchse-invoice

Purchase invoice settings:

neo-purchase-invoice-add-puchase-invoice-settings
neo-purchase-invoice-add-puchase-invoice-settings-two

Add New Purchase Debit Note/Purchase Return: With this release we have given provision to create purchase debit note/purchase return.

Available Here: Slide menu → Purchase → Purchase Debit Note/Purchase Return.

Please referrer below screenshot for your help.

neo-add-new-purchase-debit-note-purchase-return

Add Debit Note and Set Settings:

neo-add-new-purchase-debit-note-purchase-return-add-debit-note-set-settings

Create Purchase Debit Note:

neo-add-new-purchase-debit-note-purchase-return-create-purchase-debit-note

Purchase Debit Note Settings:

neo-add-new-purchase-debit-note-purchase-return-purchase-debit-note-settings
neo-add-new-purchase-debit-note-purchase-return-purchase-debit-note-settings

Add New Purchase Credit Note: With this release we have given provision to create purchase credit note. User can make credit note here.

Available Here: Slide menu → Purchase → Purchase Credit Note.

Please referrer below screenshot for your help.

neo-add-new-purchase-credit-note

Add Purchase Credit Note and Set settings.

neo-add-new-purchase-credit-note-add-purchase-credti-note-and-set-settings

Create Purchase Credit Note:

neo-add-new-purchase-credit-note-create-purchase-credit-note

Purchase Credit Note Settings:

neo-add-new-purchase-credit-note-create-purchase-credit-note-settings
neo-add-new-purchase-credit-note-create-purchase-credit-note-settings-two

Expense

Add New Expense: With this release we have given provision to create expense. User can create expense here.

Available Here: Slide menu → Expense → Expense.

Please referrer below screenshot for your help.

neo-expense-add-new-expense

Add Expense and Set Settings:

neo-expense-add-expense-and-set-settings

Create Expense:

neo-expense-create-expense

Expense Settings:

neo-expense-expense-settings
neo-expense-expense-settings-two

Journal

Add New Journal: With this release we have given provision to create Journal. User can create journal here.

Available Here: Slide menu → Journal.

Please referrer below screenshot for your help.

neo-journal-add-new-journal

Add Journal and Set Settings:

neo-journal-add-journal-and-set-settings

Create Journal:

neo-journal-create-journal

Journal Settings:

neo-journal-journal-settings

Cash & Bank:

Cash & Bank Accounts:

Add New Cash & Bank Accounts: With this release we have given provision to create cash & bank accounts. User can create cash bank accounts here.

Available Here: Slide menu → Cash & Bank → Cash & Bank Accounts.

Please referrer below screenshot for your help.

neo-cash-and-bank-cash-and-bank-account

Add Cash & Bank:

neo-cash-and-bank

Receipt:

Add Receipt: With this release we have given provision to create receipt. User can make his receipt here.

Available Here: Slide menu → Cash & Bank → Receipt.

Please referrer below screenshot for your help.

neo-receipt

Add Receipt:

neo-receipt-add-receipt

Create Receipt:

neo-receipt-create-receipt

Payment:

Add Payment: With this release we have given provision to make payment. User can make his payment here.

Available Here: Slide menu → Cash & Bank → Payment.

Please referrer below screenshot for your help.

neo-payment-one

Add Payment:

neo-payment-two

Create Payment:

neo-payment-three

Contra:

Add Payment: With this release we have given provision to make contra payment. User can make contra payment entry here.

Available Here: Slide menu → Cash & Bank → Contra.

Please referrer below screenshot for your help.

neo-contra-one

Add Contra and Set Settings:

neo-contra-two

Create Contra:

neo-contra-three

Inventory:

Add Inventory: With this release we have given provision to create Inventory. User can make his inventory here.

Available Here: Slide menu → Inventory.

Please referrer below screenshot for your help.

inventory-one

Add Inventory and Set Settings:

inventory-two

Create Product:

inventory-three

Create Service:

inventory-four

Create Category:

inventory-five

Inventory Setting:

inventory-six

Party:

Add Party: With this release we have given provision to add customer, vendor, employee and agent here.

Available Here: Slide menu → Party.

Please referrer below screenshot for your help.

neo-party

Add Party and Set Settings:

neo-party-two

Create Party:

neo-party-three

Party Settings:

neo-party-four

Chart Of Accounts:

Add Chart of Accounts: With this release we have given provision to add chart of accounts. User can add chart of accounts and group here.

Available Here: Slide menu → Chart of accounts.

Please referrer below screenshot for your help.

chart-of-accounts

Add Chart of Accounts and Groups:

chart-of-accounts-two

Create Group:

chart-of-accounts-three

Create Account:

chart-of-accounts-four

Report:

Report: With this release we have given provision to view reports. User can track his/her records here.

Available Here: Slide menu → Report.

Please referrer below screenshot for your help.

neo-report

Balance Sheet: Created entries of sale, purchase and other’s module will be showing here.

Available Here: Slide menu → Report→ Balance Sheet.

Please referrer below screenshot for your help.

neo-report-two

Balance Sheet view:

neo-report-three

Balance Sheet Export:

neo-report-four

Profit & Loss: Created entries of sale, purchase and other’s module will be showing here.

Available Here: Slide menu → Report→ Profit & Loss.

Please referrer below screenshot for your help.

neo-profit-and-loss-one

Profit & Loss View:

neo-profit-and-loss-two

Profit & Loss Export:

neo-profit-and-loss-three

Trial Balance: Created entries of sale, purchase and other’s module will be showing here.

Available Here: Slide menu → Report→ Trial Balance.

Please referrer below screenshot for your help.

neo-trial-balance-one

Trial Balance View:

neo-trial-balance-two

Trial Balance Export:

neo-trial-balance-three

Day Book: Created entries of sale, purchase and other’s module will be showing here.

Available Here: Slide menu &→ Report&→ Day Book.

Please referrer below screenshot for your help.

neo-day-book

Day Book View:

neo-day-book-two

Settings:

Settings: With this release we have given provision to manage settings here. User can manage his/her settings here as per his/her requirements.

Available Here: Slide menu → Report.

Please referrer below screenshot for your help.

neo-settings

Financial: With this release, we have given provision to create financial setting. User can manage his/her financial settings here.

Available Here: Slide menu → Settings→ Financial.

Please referrer below screenshot for your help.

neo-settings-two

Update Financial Setting:

neo-settings-three

Company settings:

Company: With this release we have given provision to create company setting. User can manage his/her company settings here.

Available Here: Slide menu → Settings→ Company.

Please referrer below screenshot for your help.

neo-settings-four

Update Company Settings:

neo-settings-five

Inventory Settings: With this release we have given provision to create Inventory setting. User can set his/ her settings as per his/her requirements.

Available Here:Slide menu → Settings → Inventory.

Please referrer below screenshot for your help.

neo-settings-six

Add Inventory Settings- User can set his/her setting on given document as per requirement.

neo-settings-seven

Party Setting- We have given provision to create party setting. User manage settings as per his/her requirements

Available Here: Slide menu → Settings→ Party.

Please referrer below screenshot for your help.

neo-settings-eight

Update Party Settings:

neo-settings-nine

Series Setting: We have given provision to create Series setting. User manage settings as per his/her requirements.

Available Here: Slide menu → Settings→ Series.

Please referrer below screenshot for your help.

neo-settings-ten

Update Series Settings:

neo-settings-eleven

Utilities-

Utilities: We have given provision to create utilities. User can manage his/her utilities here.

Available Here: Slide menu → utilities.

Please referrer below screenshot for your help.

neo-utilities

Backup & Restore-

Backup & Restore: We have given provision to backup & restore data. User can easily store and restore his/her data on cloud.

Available Here: Slide menu → utilities → Backup & Restore.

Please referrer below screenshot for your help.

neo-utilities-two

Backup:

neo-utilities-three

Import Party:

Import Party: We have given provision to Import Party. User can easily import his/her data.

Available Here:Slide menu → utilities → Import Party.

Please referrer below screenshot for your help.

neo-utilities-four

Import Party Steps:

neo-utilities-five

Logout-

Logout: We have given provision to logout. User can easily logout from app.

Available Here: Slide menu -> Logout.

Please referrer below screenshot for your help.

neo-logout

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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