Accountant

Accountant

Professional and easy to use

ERPLY Books encompasses all the necessary accounting features: from Manual Journals, Purchase and Sales Invoices to Custom Reports, Bank Import Rules etc.

 

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Purchase Invoice Inbox

Purchase invoice
ERPLY Books offers a special feature – Purchase Invoice Inbox. All Your suppliers can send their invoices to said inbox using a specific email address which makes creating Purchase Invoices as automatic as possible.

In this module You can easily create Purchase Invoices in ERPLY Books as the system reads all the understandable data from the sent invoice and transfers it to the one being created using PDF parser. It also searches for products according to the product code on the sent invoice. If You have been manually adding Purchase Invoices into the system, then this feature makes Your life a lot easier.

 

Custom Reports

 

You can design Your own reports if the ones in ERPLY Books don’t satisfy Your needs. This is an extra option besides creating special reports with Report generatorthe Report Generator. Custom reports make it possible to create Your own templates for Customer Statements, Balance Sheet etc.

Report Generator is a powerful generator, that lets You customize and personalize any kind of reports according to Your needs. This can be done using simple and easy to understand data queries.

 

Bank Import

Bank import

ERPLY Books supports all EU, US, AU, ZA (many others) and also PayPal bank statement importing. Upload the file and let ERPLY Books automatically connect payments with corresponding invoices. Further rules for Bank Import can be created to make this procedure completely automatic.

 

Everything Needed for Accounting

Receivables & Payables

Send Sales Invoices, manage Receivables, add Purchase Invoices, manage Payables, see Aged Receivables/Payables etc. Recurring Invoices, Bank Import and many other features make the process of managing Your invoices as easy as possible.

Accounting

ERPLY Books has all the necessary accounting features: from Manual Journals, General Ledger, Sales and Purchase invoices to Bank Import, Report Generator etc.

Online Archiving

You can store Your original invoices (or documents connected to invoice(s)), copys or other accounting documents in one place and securely access them from anywhere.

Customer Statements

You can send reminders to all Your customers at once. Just select suitable customers and click on “Send reminder” or “Send balance statement”.

Export payments

If You want to pay for multiple Purchase Invoices at the same time You can create and print a SEPA file which You’ll be able to upload to Your bank. It sums up the same supplier’s invoices into one payment and simplifies the paying process.

Reimbursements

To manage expenses made by Your employees You can use the Reimbursements module. This section makes it easy to connect all the expenses with an employee, manage his/her payables and as it’s possible to archive every bill or check by scanning/making a photo of it You don’t have to keep those papers in a shoebox or in a dropbox anymore.

Real-time reporting

All reports can be downloaded as a PDF and/or Excel file and sent directly to the recepient from ERPLY Books (manually or automatically).

Live Updates

ERPLY Books is being developed on a regular basis and new functionalities are added constantly.

Security

Automatic backups and safe data transferring makes ERPLY Books a secure and reliable partner.

Custom reports

You can design Your own reports if the ones in ERPLY Books don’t satisfy Your needs. This is an extra option besides creating special reports using the Report Generator. Custom reports make it possible to create Your own templates for Customer Statements, Balance Sheet etc.

Easy importing

You can use a CSV file to import or simply copy and paste all the accounting data You need from Excel to ERPLY Books. I.e if You need to import a 1000 invoices, then make a CSV file with a specific format and upload it. If You have fewer invoices then it’s easier to just copy and paste it into the system. Copy the correct information from Excel, go to Sales Invoices importing module, click on the first cell and press Ctrl+V. This way You can import anything to ERPLY Books from Excel with an ease.

Manage multiple organisations

Ideal for accountants who manage several companies simultaneously.

API

API lets You integrate ERPLY Books with any other system. Read more about it here.

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