What you need to know about numberz this September 2016

Monsoons are just not abating are they? So while the rain gods have been busy flooding the cities, our tech Kabaali’s have been busy in our kitchen creating our own ‘deluge’ – that of new features and functionalities and improvements. So that you can make hay even if the sun doesn’t shine! 

So here’s what’s cooking in the latest monsoon serving of nu,mb,erz :

New Features
…to make your life a whole lot easier!

Expense Management:
Runaway expenses – the bane of a small business! Not get a leg up on taking care of your expenses. You can record your expenses comprehensively without missing any details. But thats not all – you can choose either of 2 options. expense-managementThe Detailed Bill option can help you enter, monitor and pay the larger expenses like the vendor payments.

 

You can also choose the  Quick Bill  option to enter fewer details for more day-to-day  or recurring expense items. In both the cases, you can also upload the scanned bills themselves! So that you have all your payables in one place! Cool in’nit?!
quickbill

Our smart expense management module continues to have the other features like tracking the entries via traffic lighting, searching, sorting. At any point in time, you can also avail of a credit line or a working capital loan too.

Business Reporting (on Steroids!) :
All the essential numbers that you need to get a snapshot of your business are now on numberz. When you need it, the way you need it. You will be able to see the reports such as Cashflow, Invoice Outstanding, Sales by Customers, Total Expenses etc – at the click of a button. These reports try to mimic the way you want the data to be seen. Eg adding the type or sub-type in your expense report will tell you where exactly are you spending your monies – in the project or just the overheads.
reports

Tally Enhancements :
The numberz plugin for Chrome (technicalese for the stuff that makes numberz talk to tally!) gets a big boost. You will now be able to retrieve Tally masters such as Customers (Debtors), (Stock) Items and post numberz invoices at both summary & detailed level.You can also download the latest version in the Chrome Web Store. Click on Apps -> Search for Tally to find Tally Sync -> Click Add to Chrome, that’s it.
tallysync

Other important stuff : aka constant improvements!

Stuff that we continue to enhance, getting it closer to your business!

  • While creating invoices, you can now upload all your customers in one shot (from an existing  excel based list) to make invoicing entries much faster.
  • Upload your logo or any other pic to your numberz home screen – to give that small personal touch!
  • The default invoicing templates can now get your business logo via a quick upload. But you can continue to customise the template to look like your as before, should you not prefer the default ones.
  • While applying for a credit line now, you can directly upload the relevant documents (PAN, proofs etc). 
  • While using numberz to send estimates or invoices or followup mails to your clients, you can now customise the content of the email – by going to the settings tab. You can also CC yourself on the mail.

Bug Fixes

While we were doing all that, we also strengthened the platform! Just so that the digital bugs don’t bug you (you will still have to make do with the natural ones though!)

Its a priviledge to have you on numberz! We surely hope that you make the most of numberz!

Here’s to your growth that never stops!

Cheers!
Team Numberz

What’s new in numberz in June 2016 ?

While you are busy taking your business to newer heights, we were working hard to make sure that the ‘Money-in, Money-out’ platform you use, gets better and better!

So here’s what’s new in the latest release of numberz :

New Features :

Estimates :
Now this is a seriously large update! You can now create an estimate, preview, download it as a PDF and send it to their clients.  numberz supports its own default estimate template. But in case you have your own excel template (that you have come to love) that’s supported too. So now, create nifty, professional estimates on the fly and send them to the clients. And once approved, convert them into invoice(s)! Easy? We sure think it is!

Default Invoice Templates :
Again a big one! You can choose from 2 different (default) templates from settings. Template #1 is standard as the original that has all the typical fields you might need. Template #2 has more narration space (typical for more descriptive invoices) – without Price, Quantity, Unit etc.

Partial payments :
Your clients pay you in tranches (in most cases at least). And that’s what Numberz captures. Partial payments are now supported with élan! Users can capture (add/edit) multiple partial payments including advance payment with details such as Payment date, Payment mode, Memo etc. Use this feature to even follow up!

Krishi Kalyan Cess (KKC):
From June 1 on wards, KKC is supported! You would have received a separate notification on this from us. But if not, be rest assured that its taken care of. The service tax – across the work flow – is now 15% with the requisite breakup.

Improvements :

Invoice engine has been re-factored entirely to set it up for more add-on features going forward. Remember we like to keep you happy – and we are solving for it!