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CashBook: UPI Wallet for Staff
CashBook: UPI Wallet for Staff Vs. Simple Invoice Manager

CashBook: UPI Wallet for Staff vs Simple Invoice Manager Usage & Stats

Issue Multiple UPI Wallet Handles from Current Account Control Staff Wallet Expenses What's New: UPI wallets for employees Exciting news in our latest update! Cashbook now offers UPI powered digital wallets for employees. Business owners can issue wallets to their employees, streamlining transactions and expense tracking, all within the app. Employees can spend via UPI from these wallets. This is rolling out gradually to businesses. Please sign up on our waitlist to get early access. CashBook is your all-in-one solution for managing small business finances with ease. Whether you are tracking expenses, recording income, or managing employee payments, CashBook offers comprehensive features to streamline your business book-keeping. Our latest feature empowers you to handle petty expenses via wallets. CashBook Features - 📒 Complete Book-Keeping: Simplify your business management by recording all your income and expenses in one place. Keep track of every transaction effortlessly. Add additional information like payment modes and categories. Attach invoices and images to entries. Download PDF and excel reports. - 👥 Employee Management: Add employees to your account and manage their payments. Assign roles and responsibilities, ensuring efficient business operations. - 📊 Bank Passbook: Get a comprehensive view of all your banking transactions. - 💳 UPI-Based Expense Management: Create digital wallets for your employees, allowing them to make UPI-based transactions directly from the app. This feature ensures that expenses are managed in real-time, reducing the need for manual tracking. - 💵 Petty Cash Management: Manage petty expenses seamlessly with our UPI-based system. Employees can handle small day-to-day expenses directly from their digital wallets, making petty cash management effortless and transparent. - 🔒 Safety and Security: Your financial data's safety is our top priority. CashBook has been reviewed by the National Payments Corporation of India (NPCI) and a CERT-In empanelled auditor, ensuring top-notch security measures are in place. - 🖥️ Desktop App : Now use CashBook App on Desktop or PC : https://web.cashbook.in - 🌏 Available in 5 languages : CashBook is available in English, Hindi (हिंदी), Bangla (বাংলা), Gujarati (ગુજરાતી) and Marathi (मराठी). More languages are coming soon! Why Choose CashBook? - 🌟 User-Friendly Interface: Designed with small business owners in mind, CashBook offers an intuitive and easy-to-use interface. - 🔐 Secure Transactions: Enjoy peace of mind with our secure UPI transaction capabilities and rigorous security audits. - ⏰ Efficient Management: Save time and reduce errors by managing all your financial activities in one app. The Benefits of UPI-Powered Expense Management for Petty Expenses - 💸 Reduce Pilferage: By using UPI-powered digital wallets, you eliminate the need for cash handling, significantly reducing the risk of pilferage. - 📑 Enhanced Control: Keep track of every transaction made by your employees. Set spending limits and monitor expenses in real-time, providing you with greater control over petty cash management. - 🧾 Simplified Reporting: Automate expense reporting and reconciliation, eliminating the headaches associated with manual reporting. - 📈 Greater Acceptance: Unlike prepaid cards, which have limited acceptance, UPI payments are widely accepted across India—8 times more than cards. This ensures your employees can make payments almost anywhere, improving convenience and efficiency. CashBook is sometimes misspelled as Kas Book, Kash Book, Kata Book, Cashe Book by some users. If you've any bugs to report or questions regarding your experience, please contact us at team@cashbook.in To know more about us, please visit our website http://cashbook.in/

Google Play Store
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Business

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Simple Invoice Manager

Invoice Manager is a complete solution for managing Invoice and Billing operations. Invoice manager helps you right from raising an invoice to recording payment for the invoice and then finally providing a receipt all from one app. Using Simple Invoice Manager, you can also record purchases and keep track of inventory. Further you can record and track Sales Orders Received as pending or fulfilled. The App will also help you genrate profit and Loss reports Generating invoice is simple and fast and you can create and send invoices immediately, track overdue invoices and make sure to get paid for your invoice on time. Invoice Manager - Send invoices by e-mail or whatsapp or skype etc. - Add Logo and Signature to your invoice - Set Due Dates on Invoice - Create Custom Fields on Invoice to record additional information relevant to your business Payments and Receipts - Send out signed Receipts for your invoice. - Support for Lumpsum Payments, Partial Payments and Combined Payment for multiple Invoices - Record Advance Payments received for future Sales Invoices Purchase and Inventory Management - Record your purchases and keep track of your inventory - Inventory Valuation Reports that show the value of your current or past inventory - Set minimum alert levels for your inventory. You will be notified when inventory falls below a certain level - Support for FIFO method and Average Cost Method of Inventory Valuation Profit and Loss Reports - Profit and Loss Reports can be generated if you also record your purchases - Invoicewise, Customerwise and Productwise Profits can be calculated Order Management - Keep track of Sales Orders received or Purchase Orders given to your suppliers - Mark Orders as pending or fulfilled - Orders can also be marked as partially fulfilled Taxes and Discounts - Taxes and Discounts at Total Bill level or Item level - Discount in % or fixed amount - Multiple Tax Rates in the same invoice Charts and Graphs - Analyse Invoice & Payment data - Client Receivable History over past few weeks or months - Which Products / Services & Clients generate maximum revenue Backup and Restore - Link your Dropbox account to Invoice Manager & Backup your data on Dropbox - Invoice PDF can be uploaded on Dropbox automatically and accessed via desktop - Backup all the Invoice data on your Dropbox or SD Card Export Invoice Data - Export details of invoice and payments as CSV and open it in Microsoft Excel Add Products & Clients Easily - Upload hundreds of products and clients easily using excel based template - Import contacts from phonebook to quickly invoice those customers - Create and manage product portfolio for generating invoices - Store contact details of your clients for invoices Outstanding Receivables - See outstanding invoices and payments - Graphs show you how outstanding payments has varied across time - Invoice Aging Report shows you overdue and long overdue payments Transaction History or Ledger - Send out entire transaction history (ledger) to a regular client - Can be useful for purposes of accounting and payment request. - Can be very useful for working with clients who make payments in small installments such as long term projects