Wendbooks

 

wendbooks modules

Currently Wendbooks includes the following modules. Current modules are continuously improved and new modules are added on a regular basis. We strongly believe that apart the general accounting process, nowadays, businesses and business owners need more and more CRM functionality, one system to complete their everyday tasks; thus, we are doing our best to fulfil client and market needs with continues updates. Get them all at free of charge as part of your subscription.

Accounting
  • Chart of Accounts with numbering, account names and sub accounts
  • Journal Entries
  • General Ledger
  • Bank Deposits
  • Bank Reconciliation
  • Financial Charts & Stats
  • Year End Procedure
Accounts Receivable
  • Quotations
  • Sales Orders
  • Invoices
  • Credit Notes
  • Cash Sales
  • Receive Payments
  • Customer Statements
  • Customers Charts & Stats
Accounts Payable
  • Purchase Orders
  • Bills
  • Bill Credit Notes
  • Bill Payments
  • Cash Purchases
  • Suppliers Charts & Stats
VAT
  • Vat module for Cyprus standards
  • Submit Vat procedure
  • Customized vat rates
  • Vat Reports
Inventory
  • Inventory ready
  • Multi warehouses
  • Bin locations
  • Serial Numbers
  • Inventory Planner
  • Inventory Charts & Stats
Reports
  • All accounting plus reports like General Ledger, Trial Balance, Profit and Loss etc, etc, etc.
  • Vat Summary, Vat Detailed
  • Charts and more…
CRM
  • Document Attachment
    Attach files or drag and drop emails to almost everywhere, either on lists (Accounts, Customers, Suppliers, Items etc) or transactions (Bills, Purchase Orders, Invoices, Quotations, Sales Orders etc.) so you can easily find what you need later.
  • More CRM functionality is coming soon.
Other (easy of use) funtionality
  • Recurring transactions.
    Create transaction and mark them as standing orders, then, define the execution frequency and relax.
  • Duplicate transactions
  • Batch print transactions.
    Mark transactions as “To be printed” and print them all as a batch. Recurring transactions are auto marked as “To be printed” and “To be emailed”
  • Batch email transactions.
    Send transactions via email using email templates. Create as many email or SMS templates you want, type your own wording and use them when emailing a transaction, statement or SMS statement balance to clients. Add banking payment information PayPal Links for auto payment etc.
  • SMS customers with their accounting balance
  • Multi-user ready
  • Advanced user access level security, be able to specify exactly the areas user has access to
  • On screen layout design.
    You can select the columns to appear on sales transactions (invoices, quotations etc) re-order them or select from custom columns)
  • Warn user for duplicate bill number from the same supplier (available in preferences section)
  • Warn user for duplicate bill payment cheque number from the same bank account (available in preferences section)
  • Last given rate (if selected then Wendbooks will recall and use the last item price / rate and column discount given to the same customer for the same item)
  • Advanced login password security policy and easy recover password procedure
  • Inventory Planner will help you automate your purchase orders processing, help you choose what to order and how many to order in terms of quantities, based on given criteria.
Accounts Receivable
  • Add / Edit customers
  • Add / Edit Customer Payment Receipts and email or SMS them to your customer directly from your Android device or mobile phone using pre defined email templates
  • Add / Edit Invoices. Email invoice to clients directly using pre defined email templates
  • Option to call, sms or email customers directly
  • Customer transactions listing and preview

More mobile modules will be available soon since we strongly believe that mobility is the future.

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