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accounting for smart business new feature
accounting for smart business

New Features

promotion on b2b invoice
Promotion on B2B invoice

POS Now promotions can be applied in B2B invoice also

Implementation: Company setup Select
Suggested items facilities by software
Suggested Item

Now while creating SKU, with every item you can define suggested items and at the time of billing when you click on suggested Items in a grid, the same will be displayed. This will help in assisting push sales.

Implementation: In Company setup-Inventory setup select use suggested item, at the time of item master creation define the same, click on grid icon to check the same.
pick & pack prescription
Pick and Pack / Prescription

While generating a sales invoice or any other document, you can now save the item detail as pick & pack or prescription master for the items selected in it.

You have the option to save this Pick & Pack master for a specific customer and based on the templates of selected items will be created, so next time when you generate an invoice for the same set of items, you do not have to select all items one by one, simply select the pick & pack and all items saved in the template with quantity auto-populated.

The system is almost similar to the available feature of bundle items except that you have to create bundle items separately and not that handy for some businesses like if you are in pharma retail and expect the same prescription will be repeated again and again, you can save the invoice as a prescription for that particular customer and next time when customer visit again, list of all prescriptions of that customer will be displayed and select the prescription, all items will be auto-populated.

This generally happens for regular sugar/heart patients. Also, you will be able to target customer reminders through SMS/ What’s app and emails message. This facility can also be used for books, for example, you can save sixth class books set as pick & pack, and later when someone asks for a sixth class book set, select pick & pack and all items will be auto-populated.

We have provided a lot of quantity functionality also here if the pick & pack, or prescription saved for 2 set or 15 days, and now next time at the time of billing you want quantity for 3 set or 7 days, the quantity of each item will be adjusted automatically in the billing.

accounting management software
Wanting Management

While generating invoices, sometimes customer demand a new item that isn't available and you may want to make it available for next time. Similarly, when you are selling items, you come to know that stock is about to finish and you need to purchase it more. So we have provided a facility to note down such requirements then and there only and later on can compile such requirements and place orders for the same. The procurement requirement can also be generated based on moved items in the period. This will ease out procurement process.
Info Widget Amazing feature in Alignbooks App
Info Widget

Amazing feature, now while generating sales invoice or purchase or Order or dispatch, from the document itself you can view

Customer Info:
: Last 6 Purchase detail
: Ledger
: Outstanding Ageing
: Top 6 Item sold to customer

Item Info:
: Last 6 Transaction / Pricing Detail
: Last 6 Transaction / Pricing Detail for customer

Alignbooks Maintain an approval hierarchy for all documents based on value
Hierarchical Data access availability

Now throughout the system Mobile App/ Desktop App / Browser App, you can control data visibility for a user. In user data access rights, an option is provided as Self or Hierarchy or all data, and based on the selected option, all employee-related data will be visible to a user either related to self or related to all teams under the person or all data. Similarly, all Sales related data will be available based on salesman hierarchy and all generic vouchers will be available based on user hierarchy. Reporting to option is now available in all 3 masters i.e. User master, Sales team master, and Employee Master.
Alignbooks Integration Support Service with Indiamart
Integration with India Mart

The option will be useful to ERP customers using CRM module. The will be able to fetch all leads generated through India Mart on a button click.

Implementation: In Company setup – Integration , just provide registered mobile number and API key to be provided by India Mart. The API key generation document is available at

Integration of IndiaMART’s Lead Manager CRM API with Third Party CRMs
Based on this button will be available on Manage Lead UI to pull Led from India Mart
live location tracking on MAP Mobile App
Live location tracking on MAP – Mobile App

New UI provided in the mobile app in which live movement and tracking will get plotted on google map. The plotting can be for backdating and selected / multiple users in one go.

Alignbooks Brand wise SKU​​ to restrict product list availability to a particular user
Brand wise SKU

Through this option, you will be able to classify items at a brand level. While creating new SKUs you can define a brand and at the time of price list creation, an option will be available to select Brand and this way now you do not have to change the complete price list when one brand price is changed, you can manage brand-wise price list. The option will be very useful for those who are into distribution and dealing with multiple brands. Several reports can be generated for a particular brand or combined for multiple brands. You can now restrict product list availability to a particular user related to a particular brand-related SKUs only. In data access level right new option – Restrict Brand availability is provided where you can select few brands to be restricted for the user and those brand products will not be available to the user while generating invoices etc. Brand Master can be created at the time of SKU Generation

Implementation: In Company setup – Inventory setup – select yes for Manage Brand wise Product based on which options will be available in the Item master, User data access, and report
AlignBooks integrated with Shopify enabled the users to fetch information directly
Integration with Shopify

AlignBooks has now integrated with Shopify that has enabled the users to fetch information directly from their Shopify website & post the entries on AlignBooks with a single click. This feature has helped users in handling a high volume of transactions very easily. Users can now import Sales Orders directly from their Shopify account with no hassle. This integration has helped the users in increasing their efficiency by cutting down time spent on manual updation & avoiding duplicacy or errors made while posting manually.

Widely, this strategic integration has helped in effectively managing:
  • Accounting Management
  • Inventory Management
  • Sales Invoicing
ios , android accounting app by Alignbooks to manage business accounting and bookkeeping
AlignBooks has launched their All-New Mobile App

AlignBooks has recently launched its all-new Mobile App with exceptional features to manage the business from anywhere, 24x7. The vision behind launching this new mobile app is to provide business owners with a 'mobile first' approach. The new mobile app has all the features that are available on the AlignBooks Web Version with critical updates like an All-Inclusive Dashboard, Instant reports, Easy billing, E-invoicing, Inventory Management, GST Management, Easy accounting & a lot more.

Every mobile user - IOS or Android can seamlessly manage their business using this app & can directly download it from App Store & Play Store respectively.
State Cess Implementation Feature in Alignbooks App
State Cess Implementation Feature

GST, being a consumption-based tax, would result in loss of revenue for manufacturing-heavy states. GST Compensation Cess is levied by the Goods and Services Tax (Compensation to States) Act 2017. The object of levying this cess is to compensate the states for the loss of revenue arising due to the implementation of GST. If a state is levying any additional tax beyond GST, using AlignBooks it can be easily recorded & managed as well. AlignBooks has an inbuilt provision for such cases, making taxation management easier for their users.

Please share your thoughts on the technicality of these snippets.
jewellery accouting management
Special Feature of Accounting for Jewellery Business

The jewelry merchants dealing in Gold & Silver ornaments, Diamond & Alloys, Precious and Non- Precious Stones Studded Jewelry find it really difficult to manage their accounting in conventional accounting software as they need typical functionality to handle their inventory items.

Having understood their business requirement the AlignBooks have incorporated various features peculiar to the jewelry business that would facilitate these Merchants to do the accounting according to their business domain. The special feature includes to maintain separate tags for Studded and/or Plain ingredients for each inventory item, to maintain details for stones in studded Jewellery that would facilitate the inventory control and billing as per the industry practices. The software also facilitates to record daily metal rate and automize the billing based on current rate and metal purity component.
Optical accouting management
Special Feature of Accounting for Optical Business

Alignbooks have incorporated some new feature that are peculiar to the requirement of Optical Industry, such as capturing the specifications of lenses (spherical/cylindrical etc.) while creating inventory items that helps in maintaining real time updated inventory and facilitating billing as per industry practices. The special features include:

  • Detail Specifications of Lenses (each inventory item)
  • Barcode generation for Spectacle frames for easy billing and MRP tagging.
  • Maintain Client Details

AlignBooks ERP integrates with Amazon to help streamline business operations for SMEs availing e-commerce avenues
Integration with Amazon Platform (for e-commerce merchants)

Alignbooks has now integrated itself with Amazon which enables the AlignBook’s User to fetch the orders directly from Amazon platform into AlignBooks as Sales Order to facilitate inventory management and dispatch and thereafter generate Sales Invoice for all sales done by fetching sales details from Amazon Portal on a single click. This feature will help the merchants who are dealing in multiple items and have voluminous sales transactions though with small order value. It would definitely help them to avoid duplicate data feeding as this would be done automatically and digitally with the downloading file from one platform and uploading the same on other platform or in some on click of a button (not even downloading/uploading of data file required).

The onetime simple integration process of AlignBooks accounting software with Amazon portal that need hardly any inputs, would make the life really easy of the small and medium enterprise who are dealing in multiple small ticket size items and having large volume of sales orders with smaller invoice value.
AlignBooks has integrated with PayTM to provide a platform to manage to send links or QR Cod
Integration with Paytm Platform

AlignBooks User who is having Paytm Business service account could integrate both the platform (AlignBooks & Paytm) enabling himself to send a QR code or link (based on selection) generated from Paytm API, on raising of sales invoice through AlignBooks. That QR code/link will appear on Invoice print (physical/digital) that will facilitate the customer to make online payment for that particular invoices by using that link/QR code through Paytm.

The invoice with such QR code/payment link will help the Seller to realise their receivables quickly and simultaneously will make the payment process easy to customer as well …. Just doing payment of invoice on clicking of link or scanning the QR code. Not only this on successful receiving of payment made by customer, AlignBooks will pass the receipt entry automatically by crediting the customer account and debiting the Paytm. So that way along with transactions (both on invoice generation sales is recorded and on receiving of payment through link/QR code the receipts are recorded) the accounting is happening on real time.

For this integration one need to have simply a Merchant Id and API key provided by the PayTM.

To know more about integration Click Here : PayTM Integration Guide
Alignbooks have introduced Accounts Audit feature to review the books of accounts
Accounts Audit

Alignbooks have introduced Accounts Audit feature to review the books of accounts of the company without transferring any data to your Charted Accountant or Auditor through inviting them as Guest User to your company. From the dashboard itself, you can check the comments raised by the Guest user and take corrective action on the same and update status of the action taken.
Guest users are generally your Accountants, certified professionals, Chartered accountants, Internal Auditors etc. who can access your accounts directly from their dashboard for audit purpose. By default, Administrator rights are assigned to such users however you can change permissions, allow company access etc. just like other normal user as per requirement.
AlignBooks allows you to invite up to two guest users. The Guest user, you are inviting must be already registered with AlignBooks and you should use same registered email id to invite guest user.
AlignBooks Customer Vendor Self Service module
Customer Vendor Self Service Module (CVSS)

The companies who are large number of Vendors and/or Customers, then serving them for their different needs like sharing periodical ledger statement for reconciliation, their order status, payment outstanding status, GST mismatch etc required lot of time and efforts.

Moreover, getting and placing orders from/to customers/vendors involve lot of data redundancy (too much duplication of data entry) require too much manual intervention causing wastage of lots of man hours and that is also prone to lot of errors. Hence, placing orders and receiving orders through system not only help to avoid data redundancy but also help to achieve complete life cycle of sales (Order/Invoice/Payment/Dispatch) without human intervention/data feeding, saving lot of time and punching errors.

To address this issue, AlignBooks has developed a Customer Vendor Self Service (CVSS) module, wherein the Customer/Vendor can take care of various process itself without the intervention of company staff.

Through this module each Vendor/Customer are provided with a separate Used Id & Password, from that it can access various information pertaining to their accounts, from anywhere in a secured environment. As your Customers and vendors get on-board with Alignbooks through CVSS module they can view their ledger / invoices and moreover they can place their order directly into the system.

Since, through this module the Customer & Vendor access their accounts and information as per their convenience, hence they could resolve many of their grievances through timely reconciliation and/or raising queries quickly. This module could prove to be a boon to the enterprise who are having large customer/vendors base and are having voluminous transactions.

integrate your Razor Pay account with Alignbooks
Razor Pay Integration

AlignBooks has now integrated itself with Razor Pay enabling the AlignBook’s User to send a QRcode or link (based on selection) generated from RazorPay API, on raising of sales invoice. That QR code/link will appear on Invoice print (physical/digital) that will facilitate the customer to make online payment for that particular invoices by using Razor Pay. Customers can make an online payment by scanning or clicking the link.

The invoice with such QRcode/payment link will help the Seller to realise their dues quickly and simultaneously will make the payment process quite easy to customer as well.

You can sign up for a new account or use your existing Razor Pay account to integrate with Alignbooks. For integration you need Merchant Id, API and Secret key provided by the RazorPay.

To know more about integration Click Here : Razor Pay Integration Guide

On successful payment by the customer, AlignBooks will pass the receipt entry automatically by crediting the customer account and debiting the RazorPay.

integrate your Razor Pay account with Alignbooks
Sales Order Wise – Procurement & Tracking

In business, there are several occasion where the Seller procure the goods based on particulars sales order (that could be in case of high price items or less traded items etc), to avoid stocking of less moveable items or not to commit working capital in such inventory.

However, in such cases it is really difficult for a businessman to create track of procurement of such materials and find the references of such material while raising invoice for such material. To handle such issue AlignBooks has created reference of sales order while making purchase of such materials. Now, the Businessman can keep the track of procurement of such specific sales orders as the AlignBooks facilitates to fetch the data from such sales orders while raising purchase order for such materials (reference number of sales order is required to be mentioned). Since, the purchase order and sales order are linked, the User can also easily identify the pendency of procurement against sales order.
Update bulk Master and Price with AlignBooks software
Bulk Updation

It has been noticed that during the course of creation of Item/customers/vendor/employee accounts, many of the information are obtained during the course of time. And where the Item/customer/vendor/employee base is large it is hard to update this information by editing each and every Item/customer/vendor/employee master data.

AlignBooks enables the users to update the multiple master information through one screen. User can update single/multiple fields of any Master type to update the master information of various Items, Customer, Vendors or Employees. This feature enables the user to update the master information in respect of Item/customer/vendor/employee efficiently and in lesser time. The bulk up-dation through single screen is easy and hassles free vis a vis making updation by editing each individual master account.
AlignBooks Accounting Modules Pre-Configured Item
Pre-Configured Items (Download)

There are several businesses like retail grocers, pharma, automobile accessory vendor etc that deals in multiple items (most of them are standard items or of standard make). The new businesses in such segment really find it difficult to create such items in their inventory list however it is essential to create item master for each inventory item to record any procurement/sales. This job is not only cumbersome but also allows many mistake (creating duplicate inventory master for same item etc) while creating each item manually.

AlignBooks have created the repository of various inventory items for different trades that allows the businessman in such trade to simply download the item list from such repository and with this unique feature to download pre-configured items of various sectors like Pharmaceuticals, FMCG, Automobile industry etc. helps the user to go to business in few minutes apart from savings time and energy of several man-hours. This repository of master inventory items have complete information about their Brand name, HSN Code, Tax Rate, Barcode, Salt / Composition (in case of Pharma Items), MRP etc.

In case of pharma items search option is also provided to search item based on salt and it also recommend the alternative inventory medicine items for such salt. So, the user can either search Item or Salt/composition or Both from list of items that contains almost all the branded medicine. The search based on salt will help the seller to find and sell the alternative medicine in stock in case the prescribed medicine is not in stock.
Customer Relation Management (CRM)  with AlignBooks software
Customer Relation Management (CRM)

CRM is a tool that helps businesses to improve their relationship with existing customers and also help them in getting new customers. CRM is a system that records and store customers’ personal information, business done & interaction held with them, their feedback and so on …. that enables businesses to understand customers better and to reach them out on time, to inform them about products of their liking and also to resolve/act on their concerns and feedback.

In today’s world, it is hard to keep track of large number of customers in respect of their likings, complaints, feedback, interaction history, appointments etc, CRM tools help to manage sales, marketing and customer interaction activities on same platform to improve the business efficiency and optimise operational strategy.

  • CRM helps to built up a personal touch with customers by timely wishing them on important dates and calling them periodically for their feed backs.
  • CRM further help to keep the complete the data of business done with a particular customer so to analyse their likings, consumption pattern etc.
  • CRM keeps track of appointments and customer orders to serve them on time and in effective manner.
  • CRM contains the complete interaction history of customers to address their concern.
  • CRM helps in management of complaints by keeping the track of complaint tickets raised

AlignBooks has introduced a new module of CRM that will cater the needs its User by facilitating the above stated services. Moreover, the module would be integrated with other module hence it will help to reduce the data redundancy e.g. a customer master created at the time of CRM could be used in sales module.

create Job Card in Service Job Card under Inventory Module of AlignBooks
Service Job Card

Various industry under service sector take Items/Goods (e.g. Fridge, Washing Machine etc) for repair and to deliver back that repaired item/Goods to customer on repair after some time. To handle this process of repair the service industry needs to create a document (Service Job Card) that should facilitate the following:

  • Work as acknowledgment of items/goods on receipt of the same from customer(s).
  • Contain the description of job work(s) that need to perform on such item/goods that has been submitted by customer(s) for repair
  • Estimated price of job work to be done based on standard pricing of job work operations.
  • To help to create final invoicing for repair of item/goods.
  • To handle the inventory of items taken for job work and pending for delivery.
  • To create dispatch slip as acknowledgement of repaired item/goods returned back to customer(s)

Now through AlignBooks the user can create the Service job card that would help the user to take the advantage of above listed benefits, and smoothen the repair process.
AlignBooks Software to create the investment ledger/master with financial values
Investment Detail

Now with the help of AlignBooks the user can maintain investment details with quantity in the books of accounts. Normally the accounting software(s) provide the quotative details in respect of the item that has been held as inventory. But most of the companies who are not investment companies held the various securities like share/debenture/mutual fund etc as an investment. Most of the accounting software only provide to open a ledger in respect of these shares/securities where you can maintain the quantity only in narration. In the absence of quantity field, one cannot get the report in respect of quantitative holding of investments.

AlignBooks provide to create the investment ledger/master along with financial values one can record the quantities in separate filed and based on that one can generate the reports in respect of investments in quantitative terms as well just like the one maintains the records in respect of inventory. This facility will help user to keep records in respect of investment along with quantity with in the account’s books, hence the user needs not to keep such record in separate excel sheet.
create Purchase Requisition under Production Module of AlignBooks
Purchase Requisition

Purchase requisition form is introduced in AlignBooks under the Purchase module that will enable the user to raise request for items to be purchased whenever the inventory is touching the reorder level or going down the prescribed limits. On basis of such Purchase Requisition, the purchase department/User can raise Purchase Order to procure the material (Since both the forms are inter connected and capable to fetch details on parent-child relationship model).
Facility to record Budgeted and Forecast in Alignbooks
Expense Budget Control

AlignBooks, figures under Finance module, has introduced the facility to record Budgeted and Forecast, where the user can feed the budgeted figure in respect of various expenses and keep track of the actual expenses incurred against such budgeted amount; the variance report generated by software based on that inputs (budget vs actual) help the users to analyse the performance and to take corrective actions.

Based on the configuration user can be restricted to further spend or alerted while making transactions in excess of budgeted amount in respect of any particular expense head. AlignBooks will also provide the comprehensive variance report for each expense head comparing budget allocated vs actual expenses.
explore the User Menu Level Rights option with Alignbooks
User Menu Level Rights

AlignBooks has now enhanced the functionality of User Management system as User Roles and Permission could be managed at Menu level with in the Module. For example, previously in sales module the user would be allowed or denied rights of Edit/New/Delete/Print/Export for complete activities of sales module i.e. Estimate/Order/Invoice/Payment/Dispatch etc. However, with this enhancement in functionality the access rights in terms of Edit/New/Delete/Print/Export could be assigned to User on transactions level (Estimate/Order/Invoice/Payment/Dispatch etc) with in the Module.
Multiple MRP Selection to multiple Maximum Retail Price (MRP) for the same Item / Barcode / SKU
Multiple MRP Selection

It is quite common for any Business enterprise to have inventory of the same Barcode Item/Item on multiple MRP at any given point of time. Hence, it become essential at the time of billing/invoice to ascertain which MRP item is being sold. AlignBooks is now provide in dropdown window the separate quantities of each MRP for the same Barcode Item/Item wherever on billing/invoicing any such item is being selected.

To enable this functionality user can configure the Sales Setup. This feature will be of great help for various business sectors like grocery stores etc where MRP of items changes quite frequently.
Alignbooks GST Dashboard provides complete overview of GST related information
Get “Bird’s Eye View” of GST through Dashboard

GST Dashboard provides complete overview of GST related information for the financial year for a particular GST number.

Through GST Dashboard one can glance through the month wise filing status of GSTR1 and GSTR3B (automatically picked up by AlignBooks from GSTN server) along with date of filing for the complete Financial Year.

This Dashboard give the month-wise data of Outward Supplies/Outward GST liability, Inward supplies/Input GST credit and GST deposit in cash in “Birds Eye View” as reflected in the books of accounts.

Within this dashboard right below every data table, another blank table has been given where one can fill up the corresponding month-wise data as submitted in the form GSTR 3B. For filling this data one can tab on the month or click the icon “update filed figures” and a relevant form will pop up asking for requisite data. On save of this pop-up form after duly filling the requisite data, the data would start reflecting in blank tables (the data filed as per form GSTR 3B).

With these tables one can easily compare whether the data as per books (table reflecting the data as per books fetched by software) and data as filed with GSTN (data as manually filled by the user as per form GSTR 3B) is matching or not. One can easily observe from here itself the month-wise difference (if any) for each of the component.

Hence one simple glance on this Birds Eye View” report of GST Dashboard one can either proactively proceed for reconciliation for differences Or could stay relaxed and enjoy peace of mind wherein there is no mismatch.

Similarly, in another table of this very dashboard AlignBooks shows the month-wise data of inward supplies and input credits (fetched from GSTN server as per GSTSR2A filed by the suppliers). The availability of such authentic data on fingertips would give the user ease of managing the task.
Update Logistics form to update pending information about logistics in Invoice / Dispatch / Inter Branch Issue voucher
Update Logistics details in One Go post sales on various documents (Invoice/Dispatch/Inter Branch Issue forms etc)

It has remained the practice that many of the time some of the information been generated later in the day that needs to be incorporated on various forms generated through out the day. To facilitate such task a separate form has been provided from where the user can update the records without opening and updating each and every vouchers (Sales Invoice/Dispatch/Inter Branch Issue) in respect of various information such as Transporter receipt number, Vehicle number and data in applicable User Defined Fields, in bulk or in One Go.

Simply go on sale menu, choose “update logistics” from drop down menu and fill up the requisite information in the pop-up form.
Alignbooks has created most informative and interactive dashboard
Informative and Interactive Dashboard

Dashboard is the quick MIS platform where every stakeholder is looking for the most relevant information that would not help one to quick update but also help to take the immediate requisite action. In this light the Alignbooks has created most informative and interactive dashboard that fulfils the twin objective of quick grasp of important figures and of providing most relevant information for swift corrective action. Dashboard showcase data in the following widgets:

Sales & Purchase Widget:
  • display sales/purchase figure for the period starting of FY- till current Date
  • Tip tool shows the sale/purchase of the day and current month
  • On click it shows the sales/purchase figures of last six months

Receivables & Payables Widget:
  • display outstanding of receivables/payables figure on current Date
  • Tip tool shows the collection/payments of the day and current month
  • On click it shows the ageing of outstanding of receivables/payables with tip tool showing the amount for each section

Cash & Bank Widget:
  • display balance of Cash & Bank as on date
  • On click it shows the balance in each ledger pertaining to cash/bank with tip tool showing the amount for each ledger balance

Other Widgets ->
Top Six Sales Items: display the figures of Top 6 Items sold with tip tool showing the name of item and amount thereof;

Month-wise Direct Cost: display the figure of direct cost incurred in past six months with tip tool showing the month with amount thereof.

Month-wise Operational (Indirect) Cost: display the figure of indirect cost incurred in past six months with tip tool showing the month with amount thereof.

Cash Inflow and Outflow Bar Chart: The Bar Chart of cash inflows vs cash outflows for past six months provide the quick grasp of cash positions to the management.

Outstanding: This quick menu on the front of dashboard on a click gives the list of age-wise outstanding receivables to quickly send reminders through mail/SMS from this menu itself.

Approvals: This quick many display the list of approval that are pending for one’s approval based on his approval rights.

Customer/Vendor Footprints: This quick menu on click shows the company customer and vendors on Indian map with a tip tool showing the name of customer/vendor with their respective sale/purchase figure. (for proper functioning of this tool it is suggested that in customer/vendor master the location column must be properly filled)
Multi Window (Tab) Environment Alignbooks
Multi Window (Tab) Environment

Alignbooks has launched a new feature that facilitates the simultaneous working on multiple windows(tabs). Each window opens as new Tab and the user can swiftly switch over these windows to work more effectively and efficiently. The multiple window facility is quite uncommon in web/browser-based software, none of the popular web/browser-based software having this facility presently. With this facility one can create sales bill in one window while on other window he can create master, open trial balance, open ledger account and so on....

This gives the user flexibility to work over various tasks in parallel without taking of closing one window and then to open new window for performing new task.
explore the Attribute Panel for Item utility with Alignbooks
Attribute Panel for Input

Alignbooks provide the new Attribute panel in respect to Item Attributes, Print Description, Remarks and Item Custom Field for data inputs in the respective columns of these panels. The data entry through panel provide more ease, visibility and control to user while doing data entry in place of doing data entry in sequential Grid row.

This Panel pops up after item selection which facilitates the user to quickly input values of Product Attributes/User Defined fields (if applicable) / change Printing Description / Item Remarks without scrolling into grid and enter values in each column.
Sales setup, Purchase setup, Inventory setup and Default Print configurations based on the Business
Business Vertical Based Auto Configuration

There are various features relevant to a particular vertical that one has to set up initially before starting working (eg pharma company needs to set up for batch inventory/expiry batch report etc, mobile vendors needs to configure for IME number in inventory set up and so on). Now, AlignBooks auto configure such features in Sales setup, Purchase setup, Inventory setup and Default Print configurations based on the Business Vertical Type selected at the time of Registration or New Company Creation. This feature will enable user to start their working instantly without any hassle to setup the configurations.
Sample Company Configuration and Sample entries relating to your business activities
Demonstration/Sample Company

Alignbooks facilitates the User by demonstrating the company with sample data relevant to the Vertical of the user; that company under demonstration showcases the Sample Data and Configuration to the User for its Business Vertical that help User to get familiar with product features and Sample Transactions (like sale/purchase/bank/cash/journal). The relevant vertical data helps the User to relate with master creation, user defined fields, reports etc.

Demonstration Company will be displayed in the Company list user can switch the Company to check features/sample data of demonstrated Company.
Location wise and Month wise Display of MIS Reports generation
Location wise and Month wise Display of MIS Reports with further Drill Down

MIS plays a crucial role in improving performance, productivity, and profitability of the organization, so is the display of relevant information. To improve the display and visibility of reports Alignbooks is now providing option to display reports based on location (in case of multiple location) and with further display of data month-wise. Many users just want to see month-wise figure for various comparison and self-consumption. This location-wise/month-wise display of data will enable Management to analyse and grasp the data in much better way. The other user would also be benefited based on this display to quickly reach out to the desired transaction/voucher.
customize Receipt Payment Voucher documents generation
Flexibility to customize Terms & Conditions, Bank Details and Payment Links on each print/export documentt

Some new customised entry fields are introduced for Terms and Conditions, Payment Links (UPI) and Bank Details. These new fields will enable the User to customise and specify Terms and Conditions, Bank Details and Payment Links (UPI) for collection of payment through QR Code on sales invoice or any other document.
Vendor Payment Dunes preparation options with Alignbooks
Payment Dunes

Now you do not have to generate payment voucher one by one, payment dune feature is provided by Alignbooks where you just open this option and all vendor wise pending bills will appear, simply check the bill no you want to pay and system will automatically generate partywise separate payment voucher. If you have configured for online payment , you will also be prompted for payment process
AlignBooks partnered with ICICI Bank for seamless and secured icicibank integration
ICICI Bank Integration

AlignBooks has partnered with ICICI Bank to provides seamless and secured platform to manage and operate your Banking

Payment Dunes : Check your payables with due dates and Pay your vendors directly from AlignBooks

Payment Link : Enable your customer to make payment through PayTM or Credit Card or any other mean directly into your account

Bank Reconcilliation : Download Statement and automate transactions, no need to create vouchers mannually
auto reconcile the bank statement with the Alignbooks Bank
Auto Bank Reconciliation

AlignBooks now provides Reconciliation of Banks automatically as well as manually, transaction reconciliation facility for all receipts and payment entries in the bank statement and our bank book. The reconciliation process can be done through two methods, viz. Manual and Automatic. Download Statement from Bank directly through Integration or Excel file. System provides list of un-reconciled entries, for further decision making and matching. Auto voucher entry creation from Bank Statement by One Click from Bank Reconciliation Form.
receive reminders for outstanding bills, manage outstanding bill via software
Track your Outstanding

One of the best things you can do to encourage your clients to pay on time is to communicate with them regularly via an organised set of payment reminders. Keep watch on your outstanding, send reminders mails and sms, optimise your investments. you can select different format from template and send mails by selecting SMS / Email option.
With AlignBooks accounting software Watch Live your Customer/Vendor Footprints on Google Map
Watch Live your Customer/Vendor Footprints on Google Map

Now you can check your business presence worldwide based on the location of all your Customers and Suppliers will appear on Google Map.
User Tracking Data from Mobile App to track the movement of your Employee / User / Salesman
User Tracking

While using smart phone, User/Employee live location can be tracked & their past movement can be monitored as well through Mobile App. It uses GPS information ensuring the right User/Employee is at the right place to work.
best mobile accounting App & Billing App for Record & manage employee attendance with GPS Tracking
Attendence on Mobile

Alignbooks Mobile App now allow the User/Employee to use their own Smart phone for Attendance. Attendance data will be real time sync to our database. It has many flexible reports which can be easily export to Excel.
leave application management on mobile
Expense Claim, Time sheet and Leave Application on Mobile

Expense Claim: Submit and approve claims on the go with our Mobile app. Capture receipts before you lose them and avoid that monotonous, end of the month tasks.

Leave Application: User/Employees will be able to request leave on the mobile app.

Time Sheet: Timesheet is used to track the time spent on projects or tasks. Users can enter the start and end time of tasks. It can be a detailed breakdown of time spent on different tasks. This information is used for project costing, client billing, payroll, time tracking, and job estimation.
generate bill just 3 clicks
Touch POS

Billing were never so easy. Touch Based (Will work on mouse click also) new POS UI provided . Just click on the items selected by your customer, click on Pay, enter tender given by customer and Print the Invoice … amazing ..just 3 click and bill is generated

This interface is best suitable where no of items and less (approx. 100). Group based selection facility is also provided, if your inventory configuration “Item Selection “ is opted as “Group Based” the list of groups will appear on the screen and when you click on group image, pop-up will appear with image of all items under this group and you can select items, click ok, then select next group ..Items so on and your bill is ready with multiple group-items. You can upload item image while creating Items.
jobber inventory management
Jobber Inventory Management

AlignBooks now provides module to manage inventory with Jobber/Service provider. New Modules i.e. Material Issue for Job work and Material received after Job work is provided. Whenever you issue material to your jobber for some processing / work use issue to jobber module provided under inventory group. When you receive back material after processing, use “Received after Job work” Module. You will be able to generate jobber wise stock Ledger and Stock trial based on these transactions.
Month day wise stock &ledger by software
New MIS – Day wise/Month wise Ledger Trial & Stock Trial

Day wise Ledger Trial :The report provides you day wise trial of every ledger means for a ledger date wise Opening Balance , Amount Debited for the day and amount credited for the day and final closing balance for the day. This is just summary of Ledger and very useful from accounts review point of view and for audit purpose
Month wise Ledger Trial : The report provides you Month wise trial of every ledger means for a ledger, month wise Opening Balance , Amount Debited for the month and amount credited for the month and final closing balance for the month. This is just summary of Ledger and very useful from accounts review point of view and for audit purpose
Day wise Stock Trial : The report provides you day wise trial of every Item means for a Item date wise Opening Balance , Quantity received for the day and quantity issued for the day and final closing balance for the day. This is just summary of stock ledger and very useful from accounts review point of view and for audit purpose
Month wise Ledger Trial : The report provides you Month wise trial of every Item means for a Item, month wise Opening Balance , Quantity received in the month and quantity issued in the month and final closing balance for the month. This is just summary of Item Ledger and very useful from accounts review point of view and for audit purpose
OTP based login of software
OTP Based Login
Your very own business companion (AlignBooks) is now even more secure than before, OTP based login can be enabled for users if required. Please follow the steps below to enable OTP based login:
  • Click on the configuration menu at the top right of your screen.
  • Select “Manage User” from the configuration menu.
  • Now click on the pencil icon against the user for whom you wish to enable OTP based login.
  • On the user configuration screen, you will find an option “OTP Required to Login”, select “ON” on the toggle button.
  • Click on next, select the type of user (Administrator, Reports Only, Custom).
  • Click on next again and then finally click on save.
easy inventory management
Parent Company Based Item Master
Your very own business companion (AlignBooks) is now even more secure than before, OTP based login can be enabled for users if required. Please follow the steps below to enable OTP based login:
  • Click on the configuration menu at the top right of your screen.
  • Select “Company Setup” from the configuration menu.
  • Against the “Parent_Company” tab, select the parent company name.

If used on a regular basis, this feature can reduce the system implementation time by huge margins and thus add to your productivity.
discount management accounting software
Slab Based Discount

You can now apply discounts on the basis of slabs in Alignbooks, to use slab based discount structure, click on the configuration icon on the top right of the screen. Now select company setup. To enable slab based discounts in sales, select sales setup, under billing setup you’ll be able to see “Slab Based On”.

Now choose Quantity based or amount based against the respective MISC components. Save the form.

Under sales price list, now against each item, you’ll be able edit “Upto” and “Value” fields. The process works similarly in case of purchase price lists.
GSP integration by software
GSP Integration

AlignBooks making every efforts to make your statutory compliance easiest. As part of this , we have provided direct GSP Integration with Master India , one of the leading GSP and we have negotiated special price with them for AlignBooks users , you can register with GSP through AlignBooks, submit the data – GSTR-1 and GST-2 to GSP portal just at a mouse click and Login into GSP portal through AlignBooks.
Select multi items by software
Item Multi Select

We have been receiving this request from multiple clients, and hence this was on top priority, on any document, you just need to use the dotted button besides the “pull from” button and a pop up will open showing items with their code, name, balance, last sales rate, and group. You can do a “select all” from this screen and also individual selection.
take Half Page Prints by software
Half Page Prints

Alignbooks now has the capability to print various documents in half page format. This is very useful in cases where you want to make optimum use of your stationary. Just select the appropriate format before printing for example to print Journal Voucher in half page format, select format “Journal Voucher Half Page”.
Manage/Calculate Cess amount automatically on taxes
Cess On Tax

GST cess is a compensation cess levied under section 8 of The Goods and Services Tax (Compensation to State) Act, 2017. GST cess is levied on intra-state supply of goods or services and inter-state supply of goods or services to provide compensation to the States for loss of revenue due to implementation of GST in India. In alignbooks, cess can be mapped against the HSN and SAC headers in the miscellaneous masters.

Just click on the configuration icon on the top right of the screen, then select misc masters, search for GST Classification in the search box, all these search results are HSN or SAC masters, click on edit on one of these. You will find cess rate column in the grid, just feed in the respective cess rate in this column against the respective tax codes.
save UDF information at each line item in the documents softwar
Item UDF in Document

Alignbooks now has the ability to save UDF information at each line item in the documents. Just make sure you have created the required custom fields from Configuration -> Company Setup -> Sales/Purchase/Inventory/Finance Setup. Now in Item master enable “Ask in Document” toggle button.

After this configuration, you will be able to enter values in UDF fields in the grid for each line item.
Allows users to connect bank accounts directly to software, simplifying bank reconciliation process.
Bank Reconciliation

A bank reconciliation is the process of matching the balances in an entity's accounting records for a cash account to the corresponding information on a bank statement. The goal of this process is to ascertain the differences between the two, and to book changes to the accounting records as appropriate. The information on the bank statement is the bank's record of all transactions impacting the entity's bank account during the past month.

Alignbooks now has the ability manage bank reconciliation process for ledgers. Just go to Finance -> Bank Reconciliation and fill in the required details.
best free cheque printing software on button click
Cheque Printing

Alignbooks now has the ability to print cheques from the application itself. Just go the payments voucher and select cheuqe as the print format to print a valid cheque.
submission/file of GSTR 3B data directly on GSTN server in a single click

GSGTR 3B is a return form that GST registrants have to file on a monthly basis till December. GSTR 3B does not have invoice level details it only has the total values.

Alignbooks now auto generates GSTR 3B for you from your invoices. GSTR 3B for your company can be accessed through Reports -> All Reports -> GST –> GSTR 3B -> Select Month, Year and GST No., click on print or view accordingly.