Tez Service
Accounting and Billing Tool
Tez Service is an account management software that facilitates ease in calculation of
revenue by keeping a tab on all the accountancy matters of business, households and individuals.
This accountancy software will make your business operations smooth and convenient; a graphical
and tabular representation of various elements will help you make informed decisions for your
firm and home budget.
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Features
What to expect Tez Service:
- A visually attractive dashboard to understand business activities
- Restriction on staff permissions
- Curation of various roles for users by selecting permissions on various modules
- Availability in multiple languages makes it a tool accessible on global platforms
- Settings to add currencies according to requirement
- Double Entry: Chart of Accounts, Journal Entry, General Ledger, Balance Sheet, Trial Balance
- Creation of constant for Taxes, payment method and other parameters
- Management of banking by creating accounts, making transfer and managing transactions
- Creation of Invoices and Bills and management of revenue and payment
- Creation of detailed list of your products and service offerings
- Multiple taxes
- 10 attractive pdf templates and a color palette to customize your invoice & bills
Dashboard
Get an overview of total customers, vendors, invoices and bill along with a numeric chart
for
Income VS Expenses, Latest income and Expense. Individual Graph representation of cash flow,
Income categories, Expense categories and Income- Expense chart will give visual status of
various accounting details of business.
Assign roles to each staff
Our multi user accounting tool, allows you to assign roles to each of your staff. By
managing
their permissions gain a control on their access on certain parameters.
Manage your products and service
Manage your product and services list by assigning SKU, tax, units, categories, sales
price,
purchase price and descriptions. You can also edit this list according to changing times.
With this you would have complete tab on your account matters and you won’t have to go
places to find product details.
Customer and Vendors access
Maintain a database of your customers by creating their unique email address. Customers can
login and view the status of their invoices and transaction details as and when required.
You could maintain the records for their shipping and billing address, thereby facilitating
ease in trade. In a similar way, Vendors could access their bills and transactions by
assigning them their unique Email address.
Manage your proposals
Creating and sending proposals has never been easier. Create new proposals by selecting
customers adding products/ services to that list. You can edit existing proposals by adding
or removing products. You can send these proposals and also check the status of these
proposals. Create duplicates and convert these proposals to invoice through simple click.
Just imagine the number of work hours you would save through this.
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Banking
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Create account
Create new accounts with ease and flexibility by updating information like Account holder
name, Bank name, Account number, opening balance and contact number. Edit the essential
information as and when required.
Transfer money
Maintain the records and transfer at ease an amount from one account to other through
various modes. You could search for particular transfer through easy filtering.
Manage transactions
Easy management of transactions through a detailed list of transactions chart. Search and
filter out the transactions by selecting individual accounts.
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Income
Expense
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Manage Invoices
Edit the existing invoices by adding new items/products. Download, print or Resend the
invoice through simple click. Send payment reminders and add payments with ease.
Revenue management
Record the newly generated revenue by creating new revenue. Change the source of revenue and
add references. Also, you could filter the revenue based on account, customer, category and
payment methods.
Expense
Manage Bills
Edit the existing bills by adding payments. Download, print or Resend the Bill through
simple click. Check the status of payments and edit your payment summary.
Payment management
Record the newly generated expense by creating new payments. Change the categories and add
references. Also, you could filter the revenue based on account, customer, category and
payment methods.
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Reports
Get a report on transactions with easy filtering option. Download the required account
statements in either of PDF, CSV or Excel format. You get a duly prepared reports on
individual Income, Expense, Tax, Invoice and bill summary. Filter them on basis of Account,
category and customers. Also, a graphical display of Income VS Expense chart along with a
detailed calculation of Profit and Loss will help you make informed decisions. Filter the
tax summary and Income VS Expense chart based on financial years.
Goal
Create goals for particular activities and assign a time frame and amount to it. Its
graphical presentation on dashboard would help in easy achievement of these tasks.
Asset
Manage your asset list by editing and deleting assets from the list. You can create new
assets by assigning duration, descriptions and amount to it.
Constant
Create the tab for constant by adding and creating tax rates, categories, Unit, Payment
methods. This would facilitate ease in generating invoices and bills.
Company settings
Customize your site setting by adding the files of logo and creating the text for title.
Create the custom settings for company and Email address. With system settings you could add
currencies and determine their location.
Available in multiple languages
Add and customize the tool from the list of available languages. It facilitates global
usability.
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