The finance dashboard agrees with the profit and loss, the cash flow and the GST summary
Spent on the finance dashboard added up bills and expenses on the day they were entered, GST included, so a month with nothing paid could show lakhs spent. It now counts money on the day it left, as the cash flow report does, and Net cash flow and the chart follow. GST payable now includes cess and reverse charge, as the GST summary does.
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What changed
Spent is money that left
Spent counts payments made and expenses paid on the day the money went, as the cash flow report does. It used to add up bills and expenses by the date they were entered, GST and all.
Net cash flow and the chart
Net cash flow is what came in less what went out in the month, and the Cash in against cash out chart reads the same way, so every month matches the cash flow report.
Booked, and where the money went
Booked, under Spent, is what the month’s bills and expenses cost, without the GST you can claim back. Where the money went splits that same figure, so it matches the profit and loss.
GST with cess and reverse charge
GST payable now counts cess on sales and the tax you owe on reverse-charge purchases, as the GST summary does. When input credit is the larger, the tile says GST credit.
Does this change anything you already have?
No. Nothing you recorded changes, only how the dashboard adds it up.
More in release notes
All release notesWrite-offs, advances, online payments and GST figures now stay in step
The accountant's check of the books, step by step, found more places where a document and…
What this customer pays, instead of the rate card
A retainer client on ten per cent off. A distributor on their own prices. A rate…
A role now replaces a person's own permissions
Somebody with a role now gets exactly what the role gives. Their own permissions apply only…
Debit notes to customers, for an invoice that charged too little
A rate revised upward, freight left off, a short count: when a sent invoice charged too…
A menu that opens beside the icon you are pointing at
The further down the icon, the further its menu appeared from it, and the last few…
Warnings, errors and notices on cards now show their colour
Many screens put a warning or an error in a coloured card: amber when something needs…
Start with what you need. Grow into the rest.
Per user, per month. Every plan carries the whole product’s foundations (custom fields, roles, reports, documents and notifications) and differs only in how many modules are switched on. Change plan whenever you like; nothing is re-entered and nothing is lost.
CRM + Sales Documents
Leads, customers and deals, with quotations and GST invoices
Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹234.82 / user / month incl. GST
- Leads, customers, companies and deals
- Quotations, sales orders and GST invoices
- Your own mailbox, with replies filed against the record
- Reports, dashboards and exports
- Documents, folders and sharing
- Exhibitions: visiting card scanning, and what each fair earned
- Integrations: IndiaMART, Just Dial, Tally, Google Drive and Dropbox
7 modules switched on
- CRM
- Sales documents
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
CRM + Sales Documents + Subscriptions + Warranty
For a business that bills on a cycle and stands behind what it sells
Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹470.82 / user / month incl. GST
- Everything in CRM + Sales Documents
- Recurring billing, plans, add-ons and coupons
- Warranty registration and claims
- Items and stock, which warranty is held against
- Recurring revenue reporting
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
10 modules switched on
- CRM
- Sales documents
- Subscriptions
- Warranty
- Inventory
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
Full Suite
Every module, switched on
Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹706.82 / user / month incl. GST
- Every module in the product
- Procurement, Inventory, Manufacturing and Quality
- Books, GST returns, TDS and payroll
- Projects, timesheets and billing
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
21 modules switched on
- CRM
- Subscriptions
- Sales documents
- Vendors
- Procurement
- Inventory
- Manufacturing
- Quality
- Books
- Accountant
- Projects
- Warranty
- Documents
- Notifications
- Reports & analytics
- Settings
- Point of sale
- Exhibitions
- Channel Partners
- Cross-sell
- Targets & Commission
5 GB storage per workspace (organisation)
Only want this one module?
Individual modules are sold on their own alongside the plans. See every module’s price.
What about storage?
A single module includes 1 GB of storage per workspace (organisation) and Full Suite includes 5 GB per workspace (organisation): documents, attachments, file versions and photographs, counted together for everyone in it, not per user. Add more at any time in tiers, or move to Full Suite and take the larger allowance with it. Nothing is deleted if you run close; uploads are refused with a reason, and what you already have stays exactly where it is.
Annual or monthly?
Both. Annual works out cheaper per month and is charged once at the start; monthly costs a little more and can be stopped at the end of any cycle. The card shows the per-user-per-month figure on both, so the two are comparable at a glance rather than by arithmetic.
See it with your own data
Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.