What’s new this march

GST Home!

  • GST deadline is almost here and numberz is chasing it all the way! We are sweating and slaving to make sure that you are able to transition to GST smoothly so that you continue to enjoy the awesome numberz experience.
  • We have made it more real for you – you can get a sneak peek of shape of things to come. Just head to ‘Tax Filing’ tab on the panel. You would get a glimpse of GSTR1 and other filings.  You can also follow the space to keep yourself updated with knowledge, processes and our offerings.

 

iOS App Release

  • The numberz web application that you love has a soulmate! The swanky new numberz iOS app is up and running on the apple store – in an all new avatar! Carry your business with you. Use the app to create and send invoices on the move. Spend and record your expenses instantly. All your business numbers with you always! Download the app now from here

 

Re-imagined Cash flow graph on the home / dashboard page

  • Based on your feedback, we have re-imagined the cash flow graph to be more straight forward in understanding where your cash flow is trending relative to the invoices raised and expenses incurred. Take a look and let us know what you think! Along the way, we have also fixed some issues with our Invoice, Expense widget.

 

Revamped Weekly Dashboard

  • Your favourite Monday morning report has got a makeover! Now get your entire business snapshot straight in your inbox and get a leg up on your financial planning – as you begin your work week.

 

Other nifty improvements!

  • You can now create invoices with or without tax options. Choose the applicable tax option and decide if you want to include or exclude it from the final published invoice.
  • No need to keep clicking on pages while looking for bank data or bills. You can scroll down infinitely and see all of your data in one single page.
  • The date you signed up on numberz is landmark date for your business! You can see the date in the settings tab!

Celebrating the Silver Jubilee Release! The Coolest One of the Year!

It has been a wonderful journey – and we didn’t realise that we have had 25 glorious sprints – of providing you with some pathbreaking solutions! Each one crafted with great care, innovations and your valuable feedback – continuing to push ourselves to deliver the very best!

We are excited – and grateful too! We do hope that our efforts added significant value to your business – and we promise to continue to work towards making numberz your best business buddy ever! 

So what’s new with the 25th one? Well – pretty significant stuff we must say! Something special! Here goes :

  1. Home Dashboard : All of your business financials at one place! This is where you start! The new dashboard helps you in getting a quick view of how your numbers fare, across the key cashflow areas that really matter! Get an overview, before you delve deeper – and take quick decisions. The dashboard also comes with many quick action links and many other interesting callouts. So head to your new ‘home’!

     2. Still Smarter Invoicing : The place that helps you get business, just got even smarter!

  • Automatic Mails! When you set up recurring invoices, you can set them up to be sent automatically too!  So you don’t have to worry about any delays at all! 
  • Receipts, at your service! The moment you get paid by your clients, send the receipts too – straight from numberz. The expense entries, of course, get updated too!
  • Reconciliation on Steroids! You raise many invoices and receive a single payment – and this happens many times. You don’t have to spend time in figuring out which invoices got paid. numberz all powerful reconciliation engine can do it for you in a jiffy! It surely pays to add your bank account!
  • Lists made easy! Customer and Item lists became more handy. Arranged in alphabetical order – just as you told us to do! 

     3. More Power to the People : Collaborating on numberz is not just easy, but secure too.  Here’s the new stuff on the multi-user front :

  • Role based access :  You decide who does what with his/her numberz login! Assign different view or edit rights.  
  • Switch companies with ease:  No we are not talking jumping ship! Users who manage multiple companies – as owners or service providers – can switch companies while continuing to be logged in. No more hassles! 

     4. Cool Notifications: Some new and important notifications got added to the list! Hope you are making it a habit to check the notifications tab on numberz! Do check it out. Here’s what just got added :

  • Expense due reminders – so that you never miss a deadline! 
  • Remember the recurring invoice you created. You will be notified every time it’s created and ready to be sent out.

Those are some really cool ones we have added right at the beginning of the year! And we promise that with your trust, we will continue to pour in that sweat and toil (and a lot of coffee) into that numberz engine that keeps churning good stuff!

 

 

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