What’s new in numberz this December

 

Expenses Redesigned

 

Let numberz help you spend smartly with these new additions :

 

  • Managing Bills is quicker than ever. Enter quick bills without clicking anywhere else – fast and painless! You can also add quick bills in bulk mode too – in a jiffy. And the Automagic bank connect works well still!
  • The all critical Vendor bills (with more information) got a new look – same as that of invoices.
  • No more searching for bills on the next page. You can easily view all the bills in one page with infinite scrolling!
  • Recurring expenses need not bother you recurringly. Just set them up on numberz and they are created automatically!

 

Simplified Banking :

 

Banking on numberz becomes more rewarding – and secure!

 

  • Keeping your transactions secure – and yet convenient – will always be a priority for us. We  have now added support for multi factor authenticated banks (e.g. kotak mahindra). You can now connect to more diverse list of banks without having to worry about security. You can continue to easily reconcile your payments and expenses.
  • Infinite scrolling meets banking! You can see upto last 500 transactions without even going to the new page!

 

Power of invoicing

 

Invoicing gets a shot in the arm!

 

  • Now users can add miscellaneous charges such as transportation charges, installation charges etc.
  • To ensure that the invoicing continues to be accurate, users will also get a warning message for duplicate invoice numbers.
  • Payment terms got more flexible. Choose between additional payments terms of 7,15 and 45 in addition to the ones available.
  • And if you are recommending numberz to your fellow business folks, we made the first time experience on numberz super nifty! So go ahead – get some brownie points this new year!

How to sync your numberz data to Tally

 

Prerequisite steps for using Tally Sync – 

  1. You should be registered with numberz. 
  2. Download Tally sync for google chrome plug-in from here
  3. Should also have Tally installed on the system.

Step:1 Open Tally in the background with the company details updated. Now login using the same credentials you use in the numberz –

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 After login, you should be able to see the invoices and debit notes in the plug-in.

Step 2: Customer name(Sundry Debtors) and Item name(Stock Item) will be automatically created in Tally. User can also manually create Sundry Debtors and Stock Item manually. It automatically updates in numberz when user refreshes the page. 

Click Account info → Ledgers→ Display→ You  can see create Sundry debtors,duties and taxes, Sales account.

Click on create to add any of the mentioned ledgers. Click on Alter to delete and edit the ledger. 

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Step 3: Click on create mandatory fields and select any of the Sales Account, Sundry Debtors or Duties and Taxes. 

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Step 4 : Click on Inventory info → Stock items→ here also you can create, display and alter for the Stock item.

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Step 5 : Now you need to add the details of Name and Units. Unit of measures should be created before accepting.

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Step 6: In the chrome plug-in window, click Setup and navigate to taxes in the top bar. Your Tally’s duty and taxes should be same as your tax types and rates in numberz account. 

Note : This is a one-time setup. Once you finish the mapping, you can sync all the data back to Tally.

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Step 7 : Navigate to the Stock Items where you can set up the item line and numberz tax will automatically get mapped to the particular item line in Tally tax.

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Step 8 :  Click on Sync To Tally in left panel. You can now verify that your invoices and debit notes are present.

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Step 9 : Select the invoices which you want to sync to the Tally server and Click on Sync to tally.  The invoices will get automatically merge in the tally server under the selected company name.

Click Display → Trial book. You can see all the synced invoices from numberz

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Congratulations ! You have synced all your invoices and debit notes to Tally