Managing money, accounts, finance and other monetary issues for your venture is crucial and needs to be given ample importance. As the size of the company increases, accounting entangles and hence, you might find yourself distracted. If that has ever happened to you, this article is specifically for you!
Online vs. Offline Cash Flow Management
When it comes to comparing offline and online cash flow management, managing online is always easier and a go-to option. When something can be done in 2 minutes, why invest 2 hours in doing the same?
Online accounting and invoice creation is not only a cakewalk to create but also takes a jiffy to look back.
numberz, always at your service
We at Numberz, not only have created a trouble-proof way of managing your accounts, invoices, and expenses but also provide various other features to make your life easier. Hence, we have integrations as a path to smooth accounting.
The integrations, and how to use them!
- Excel at your fingertips!
Creating invoices in bulk is a tedious task, but is supposed to happen every month.
So, what do you do when you need to create bulk invoices?
Fill each one manually? Or scratch your head to find certain better ways of managing invoices?
Let’s save up some time for you. Creating excel sheets are easier as you can copy paste easily. Right? You can use that for creating invoices in Numberz as well. Just create an excel sheet and upload into your debtor list here. You can reach this page by going to the invoice section and selecting ‘Import invoices’ from the dropdown at the top right corner (near ‘add invoice’ button).
Not only can you import invoices through excel, you can do same for expenses. Just navigate to expenses, from your dashboard and click on ‘Import Bills’. In case of any confusion, there is always a ‘guide me’ section to help you.
- The Tally Integration
We understand that almost every accountant is in love with Tally and when you’re onboard for using numberz, you don’t need to hassle enough to get into your next favorite platform. Follow the given simple steps to integrate numberz and Tally smoothly.
Note: You’d need three things for this integration.
- Chrome plugin that you can find here
- Registration on numberz
- Tally on your system
For using Tally integration and for syncing all the invoices and debit notes to Tally, follow the steps as given here.
- Banking integration
The payments of the invoices are done through bank accounts, and creating invoices but not syncing with the bank account, might cause balance mismatch. To overcome this issue, we have ‘Banking Integration’. By using bank reconciliation you can easily associate your bank transactions with your invoice line items.
For syncing your bank transactions and your invoices, follow the steps given here.
- Partners integration
Partners integration is the term that we have given to our tie-ups with NBFC and various other banking organizations, for providing a credit line to help businesses from running out of money.
The easy integration and well-defined ways of using them are all meant for making cash flow easy and invoice management even easier. We at numberz understand that it is important to make accounting smooth, but we also know that it is even more important to be comfortable with a software, to use it frequently, and that’s why we have these integrations and much more in the pipeline for the coming releases. We hope you’d find them useful.
Doubts? Problems? Confusion? Need help? Get in touch, anytime!