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

 

Get paid faster

For any business, sending timely invoices and offering easy payment options is the key to get paid faster. Numberz helps you create professional looking estimates & invoices from easy to use templates & send using mail.

Just in case you need it , we have also given the option to follow up on pending invoices. And since everything is online, you can check the payment status anytime, anywhere. Once you get paid, you can easily reconcile invoices from bank transactions.

How to apply for a credit line

Step:1 When you click on the credit line, you will be greeted by a welcome window which explains about credit line, its benefits, easy and hassle free process.

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Step:2 click on “got it” after reading that

Step:3 Here you can get an estimated credit after providing basic information using the sliders

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Step:4 Now for the actual credit line, click on “get credit line”.

Step:5 Here your credit line application process begins. Enter the company name, date of corporation, Company PAN and click continue.

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Step:6 Verify you aadhaar number with valid OTP and the details will get filled automatically once the aadhaar is verified. After that enter the PAN.

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Step:7 After clicking on save, click continue, you will see the details you have filled. Click “add more applicants” if you have more than one business partners, else continue

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Step:8 Click on the Choose Files to upload bank statements. One the upload is finished, click continue.

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Step:9 Validate the information provided is correct in the confirmation page and click submit button. You will get a success message.

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Step:10 Congratulations ! You have successfully applied for a credit line.

 

How To Get Invoicing Help When You Need It

We know that the hardest problems have the simplest solutions and so, we’ve introduced a guided interaction for creating invoices. Here’s how you can go about it:

If You’re Just Getting Started On numberz

Step 1:  When a new user is signing up, he/she is shown two options – one is “Guide me” and other “I will explore myself”.

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Step 2: When the user clicks on “Guide Me”, it will help the user create his/her first invoice after filling major fields like company information, customer info, item info and the price of the transaction. After reviewing the final price and all the details, the user can hit send.

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Step 3: Click on the plus icon to navigate to the company information popup, where you can fill up your company details and upload your logo.

Note: The details entered are editable later. All you have to do is, navigate to settings where you can edit and update the company details.

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Step 4: Once you have added the details of your company info, the tool tip will guide you through adding customer information. Fill all the required fields in the customer information page. Click on the save button to save all the information and it will be displayed in the invoices page.

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Step 5: Click next. Navigate to ‘add new item’ and it will navigate to the item information popup.

Step 6: Click next to review if the given prices are right or not.  Click send to save your invoices or send a mail to your customer.

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If You’re An Existing User

Step 1: When you click on  “Add invoices”, you can see an option called “Guide Me” in the top left corner.

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Step 2: Click on “Guide Me” to create your invoice and enjoy the tour as you learn how to create invoices more in detail.

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cashflow management software

The numberz Safety Promise – Why Using numberz Is Perfectly Safe for your Business

Rest assured that your data is highly safe & secure both when it is transmitted over the internet and when it is stored/processed on our database and servers.

 

If you have to know the technical details, here it is.

 

SSL Encryption: The connection to this site is encrypted and authenticated using a strong protocol (TLS 1.2), a strong key exchange (ECDHE_RSA), and a strong cipher (AES_128_GCM).

Password Protection: Your password is not stored in its readable form in our database. We hash your password using bcrypt hashing (with an appropriate salt) and only store the hash in the database. At the time of login, we compare the hash of the provided password with the hash stored in the database. This ensures that no one can read your password, not even us!

Multi-user Security: We offer multiple permission levels that can limit the access privileges of each user, so you have complete control over who can access what. For e.g. your accountant or staff will have limitations on what data they can view & update.

Data Protection: Our server infrastructure (both application & database server) protect your data from unauthorized access. There are multiple levels of security checks and encryptions to make sure your data is safe. Our application and database layer are co-located in the same availability zones to prevent any “man-in-the-middle” attack (i.e. someone listening on the unencrypted data flow) from the outside.

Data Backup: All your data is backed up automatically in the cloud on a daily basis. This means we can retrieve data as necessary in case something goes wrong.

Privacy: Your data will not be shared with anyone without your prior permission. If you do decide to avail credit or loan, then you will be asked for explicit permissions for sharing your data. You can learn more about our privacy policy here.

 

Customize your company invoices on numberz

Have a custom template for your company invoices that work best for you? Well, no worries. You can now use it on numberz too! Here’s how:

Step:1 Login into your numberz account.

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Step 2: Edit the link and add ‘addtemplate’ to the end. Click enter.

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Step 3: Navigate to Invoices.

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Step 4: There are three main steps involved – upload your best template, map fields and click on confirmation.

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Step 5: You need to add two curly brackets around every text that would change in each invoice.

Example:{{ Bangalore}} {{MRF Traders}}

Step 6: Upload and navigate to the next page, where you can see the list of items entered inside the curly brackets.

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Step 7: Start mapping which fields needs to be entered in the numberz invoices page. So when you enter the data in numberz ; it will automatically appear in the particular fields.

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Step 8: Once all the fields are entered, click Next. You’re good to create the invoices in your template!

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Note:

  1. If there is incomplete info in the mapping fields, you will receive an error message.
  2. You can place the logo where you need in the invoices and upload. There is no mapping for that and it will display automatically.
  3. Terms and conditions do not require mapping. Simply enter the text and upload it. It will be printed exactly where placed originally in the invoice.

How To Utilise The Multi-User Option on nu,mb,erz

Working in a team can be difficult when your access to a platform is limited by only one login access. Which is why, with our latest product update, you can now add up to 3 more users to your nu,mb,erz dashboard so you can all manage your business finances simultaneously.

Here’s how you can do this:

Step:1 Login into your nu,mb,erz account

Step.2 Click on the settings button which is located on the right down column after the Reports once navigated to the setting page.

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Step:3 Click on the Users button in the top menu.

Step:4 Click on the plus symbol to add new users. It will navigate to the next page where you can fill the three fields. Use the third field to allocate the right role to the user – Staff, Accountant, or Admin.

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Step 5: Click on the Add button to add the user! New users will be notified and an invite will be sent to  their registered email ID.

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Step 6: Invited users can login into their nu,mb,erz account by clicking you on the link in the invitation they received in their inbox.

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Note:

1. Only the admin has the access to add and delete multi users.

2. Users with Staff and Accountant roles cannot access the users tab.

How To Auto Reconcile Your Invoices Through nu,mb,erz

  • Click on the Reconcile tab on the top

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  • You will get a similar screen

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  • Now you can choose any of the bills – paid, overdue, due later

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  • Select any invoice by clicking on the checkbox

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  • On the right column, you can see that transactions similar to the amount of invoice you chose, are displayed

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  • Now you can choose the transaction from right side column which is related to selected invoice by clicking on it

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  • Click on the reconcile button on upper right

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  • You will get a pop-up window

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  • This windows will relate your invoice to the selected transactions and you can see the details. Click on the save button to reconcile or cancel to go back

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  • You will get a success notification once it’s done

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  • Now this invoice will be added to the closed section of invoices

 

Congratulations !

How To Reconcile Your Expenses Through numberz

Step1: Click on the Bank/Reconcile tab on the left column.

Step 2: Navigate to the reconcile option which is located in the top menu on the page.

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Step 3: Click on the Expenses button which is located on the left top of the bar.

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Step 4: The user can see all the expenses created in the right column. In the left column, all your bank transactions up to date will be shown.

Step 5: Check the box for which bank transaction needs to be reconciled with the particular expense type.

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Step 6: When both sides are checked, click the reconcile button.

Step 7: On clicking the reconcile button, the window for new bill payments will get opened.

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Step 8: On filling it, save it and the expense mapped will get reconciled with the particular transaction.

Note:

  1. For confirmation check the Amount, Payment mode, memo, and Date. it will automatically filled from the selected bank transaction data.
  2. Once the full payment is reconciled it will automatically change the status to closed. In the Expenses page.
  3. There is filter option and search bar is implemented for finding your expenses easier.
  4. If the customer reconciled lesser than the expenses amount it will change the status to paid and remaining balances will be shown in the expenses list.
  5. When it’s fully reconciled it will remove from the both side both transaction and expenses.

Plays well with all

No matter the kind of business , over time you end up with multiple applications to manage your finances

Given numberz integrates with Tally and Excel sheets, you can ensure that all the manual work is removed. Not only are you benefiting by getting started quickly , but your accountant will be very happy that sending data and offline files becomes a thing of the past!

To sync your transactions to Tally, download the Chrome plugin
To upload your debtor list from Excel