Module Map

Complete module workspace

All functional areas from the accounting walkthrough are available here as live module workspaces.

Sales

📝 Sales

Quotes / Estimates

Prepare a proposal before the customer confirms the order.

Open

📦 Sales

Sales Orders

Track confirmed customer orders before invoicing.

Open

🚚 Sales

Delivery Challans

Capture dispatch and delivery evidence for goods movement.

Open

💰 Sales

Retainer Invoices

Request an advance before final billing.

Open

🔁 Sales

Recurring Invoices

Schedule repeat invoices for subscriptions and retainers.

Open

↩️ Sales

Credit Notes

Reduce customer balance for returns, refunds, or adjustments.

Open

Purchases

🧾 Purchases

Purchase Orders

Send purchase requests to vendors before receiving bills.

Open

↩️ Purchases

Vendor Credits

Track supplier credits and apply them to bills.

Open

🏦 Purchases

Cheques

Record cheque payments and cheque statuses.

Open

✅ Purchases

TDS Payments

Track tax deducted at source payment records.

Open

Payments

🔗 Payments

Payment Links

Create and track standalone customer payment links.

Open

Banking

⚙️ Banking

Bank Rules

Define categorization and matching rules for bank feeds.

Open

✅ Banking

Reconciliations

Track reconciliation periods, statement balance, and clearance status.

Open

Compliance

🧮 Compliance

GST Returns

Prepare GSTR-1, GSTR-3B, annual return, and review statuses.

Open

🔍 Compliance

GSTR-2B / ITC Reconciliation

Review inward supplies and input tax credit reconciliation.

Open

🚛 Compliance

e-Way Bills

Manage transport details and e-way bill statuses.

Open

🧾 Compliance

e-Invoices

Track IRN, QR-code status, push/cancel state, and compliance review.

Open

Operations

📌 Operations

Projects

Track customer projects, budgets, billing method, and profitability.

Open

☑️ Operations

Project Tasks

Break project work into tasks and deliverables.

Open

⏱ Operations

Timesheets

Log billable and non-billable time entries.

Open

✅ Operations

Approvals

Track transaction approvals, approver, submit/reject notes, and audit trail.

Open

Accountant

📚 Accountant

Chart of Accounts

Maintain ledger accounts and classifications.

Open

📖 Accountant

Manual Journals

Post debit and credit accounting adjustments.

Open

🎯 Accountant

Budgets

Create budgets and compare actuals.

Open

🏭 Accountant

Fixed Assets

Track assets, depreciation, disposal, and book value.

Open

🔒 Accountant

Transaction Locks

Lock accounting periods after review.

Open

Settings

🎨 Settings

PDF / Email Templates

Manage document and email template records.

Open

⚡ Settings

Automation Rules

Define workflow rules, alerts, webhooks, and custom actions.

Open

🔧 Settings

Custom Fields

Track custom fields and validation rules.

Open

🏷️ Settings

Reporting Tags

Classify transactions by branch, department, location, or project.

Open

Platform

🔌 Platform

Integrations

Track external apps, API links, webhooks, payment gateways, and extensions.

Open

📤 Platform

Import / Export Jobs

Track migration, import, export, backup, and data validation jobs.

Open

Portal

🌐 Portal

Customer Portal Records

Track customer portal invitations, statement sharing, and payment access.

Open

🌐 Portal

Vendor Portal Records

Track supplier portal invitations, PO sharing, and bill uploads.

Open