Deskera Books Articles

Articles on Deskera Books

What is the difference between a bill and a payment receipt?

Technical jargon can be confusing to understand, but bills and payment receipts should not be, as they can be a necessity for your business. A bill is a document provided by your vendors to inform you of how much you owe them for the products or services they have supplied

Are invoices and bills the same?

Both invoices and bills are requests for payment and are often used interchangeably. However, the Deskera Books differentiates these two terms and simplifies them for easier understanding. Invoices - Selling to your CustomersCreating new invoice in Deskera Books ‘Invoices’ are used when you request your customers to pay for the

Quotes - What are they and how do I create them in Deskera Books?

A Quote, also known as a quotation, is a document that informs a potential customer of the cost of products or services provided by your business. The Quote allows the customer to review the costs involved before committing to a purchase. Quotations are usually only valid for a limited period

How do I fulfill a Quote in Deskera Books?

Fulfilling a Quote allows you to keep track of products delivered to your customers. Quotes can be fulfilled partially or entirely. In Deskera Books, Quotes have 3 different stages of fulfillment. Select the Direct button to fulfill in the Quote document.Indicate the warehouses, the fulfillment date, and quantity to

How do I convert a Quote to an Invoice in Deskera Books?

A Quote serves as an estimation of the price of goods sold to a customer and not a formal request for payment. Typically, Invoices are sent instead to your customer when you would want to request for payment of goods delivered. On Deskera Books, we allow you to convert Quotes

Edit, Copy, Print, and Delete a Quote in Deskera Books

Deskera Books users can perform various actions on open Quotes, such as Editing and Copying. Available actions on an open Quote can be found in the Contextual Menu of the Quote. The contextual menu can be accessed on the right-hand side of the Quote document.Click on the Delete Item

How do I create an Invoice in Deskera Books?

An Invoice is a commercial document issued from a seller to a buyer indicating the list of products/services rendered. It also presents the products/services' respective costs. Any Tracked Products sold will reduce the stock inventory recorded in the system. Invoice Creation on Deskera BooksOn the New Invoice page,

Edit, copy, print, and delete an Invoice in Deskera Books

If you found out that you added the wrong products for your customer during Invoice creation, don't fret! Just like the Quote, open Invoice documents are also editable. In addition, you can find other functions such as Copy and Print in the contextual menu of each Invoice. The contextual menu

Invoice Receipts - How do I indicate that I have been paid using Deskera Books?

Once your customer has paid you for your products or services, you should indicate it in the Deskera Books by clicking on the 'Get Paid' button on the Sell Page. This allows you to manage your transactions with your customers. Click the 'Get Paid' button on the Invoice Summary Receive

What is a Backorder and how do I create it in Deskera Books?

BackordersBackorders are orders that you placed from your supplier for a product that is temporarily out of stock. From the buyer perspective, enabling backorders for your business simply means allowing your customers to purchase the products even when the products are unavailable. Create backorderIf the quantity of products ordered by

How do I create an Order in Deskera Books?

For all the businesses, there are buying/selling products for the purpose of resale and for the production of final goods. Using Deskera Books, users can now create order when they are buying goods from the suppliers/vendors. Follow the below instructions in order to create an order: 1.  Go

How do I indicate that I have received Products or Services from my supplier in Deskera Books?

On Deskera Books, you can indicate if you have received Products or Services from your supplier. This allows you to keep track of the products and services you have received from your supplier You can indicate whether you've received Products in both the Order stage and the Bill stage. To

How do I convert an Order to a Bill in Deskera Books?

Under Deskera Books, the bill means a printed statement of money owed for purchasing goods and services. You will need to pay the bill for the orders that you have created upon receiving the products and services. To convert the order to bill, follow the steps mentioned below: 1. Go

Edit, Copy, Print, and Delete an Order in Deskera Books

You can perform various actions on Orders in Deskera Books, such as Editing, Copying and Printing the Order. Follow the steps as mentioned below to make changes to the orders you have added: The Contextual menu in an Order document contains various functions available for the selected order.Click on

What is a Bill and how do I create one in Deskera Books?

Bills are created to reflect your expenses incurred from buying tangible items such as your products, or from other miscellaneous things, such as buying computers for your office use. It is also used to record the purchase of intangible items from your supplier, such as services. The Bill is given

How do I mark a Bill as Paid in Deskera Books?

Once you have paid for a Bill, you should indicate it in the Deskera Books. Mark Bill as payClick the Pay button under the Action column, which you want to make payment for. This will trigger a pop-up on the middle side of the page.After clicking Pay on the

Edit, copy, print, and delete a Bill in Deskera Books

If you have accidentally created a Bill capturing the wrong products ordered from your supplier, don't fret! Just like Orders, Bill documents are also editable. You can also perform various other functions, such as Copy and Print! Check out the steps below on how to access these functions for your

What are the different types of Products in Deskera Books?

There are various types of goods and services available in the marketplace. Depending on the type of goods and services you’re providing, using Deskera Books, Product Creation tab, users can choose to classify the product in to three types  Tracked or Non-Tracked and Bills Of Material Deskera Books,products

How do I create a Tracked Product in Deskera Books?

Tracked Products are tangible, physical items that have a quantifiable amount and can be tracked, such as clothes, devices, accessories, etc On Deskera Books, the feature for products and services management is called Product Master. If you would like to add a Non-Tracked Product instead, read our article on creating

How do I create a Non-Tracked Product in Deskera Books?

Non-Tracked Products are intangible items such as alteration, cleaning or set-up services, etc. which involve an individual or a team providing a paid service to their customers. These are typically created as non-tracked as it is not quantifiable and there is no inventory to be managed. On Deskera Books, the

Edit, Copy, Delete and Export Products in Deskera Books?

All the products created in Deskera Books can be edited. If you need to make changes to the product name, the product image, product description or even change the prices of the products, you can do so. Edit FunctionTo make changes to the product, go to the Product Module on

How do I create multiple Products, Contacts or Accounts at one go in Deskera Books?

For the creation of multiple products, contacts, or accounts at one go, you can use Deskera Books Import function. This saves time compared to creating one entry at a time and is especially useful for new users who are migrating from a previous system. Filling up the template fileClick on

What is a Chart of Accounts (COA) in Deskera Books?

Under Accounting Overview, you will find the Chart of Accounts. Charts Of Accounts What is the purpose of a Chart of Accounts?A Chart of Accounts is a consolidation of all accounts your company has identified necessary to record transactions in General Ledger. In the Deskera Books system, you can

Manage your Chart of Accounts in Deskera Books

Manage your Chart of Accounts by understanding the type of accounts you can create. Difference between an account and a bank or cash account You can create customized accounts that suit your company’s needs. Choosing the right account Adding a bank or cash account means that you can add

Basic Understanding of Journal Entry

A journal entry is essential to all businesses as a means to record business transactions according to the Accounting Standards. The first step that all accountants practice whenever business transactions take place is to record them to at least two accounts (known as double-entry accounting) in the general ledger. Types

Introduction to Debit and Credit Accounts

Most people have difficulty understanding the concept of Debit and Credit. If you are a business owner, it will be useful that you learn the basic terminology of Debit and Credit so that you can keep accurate records for your business. For every transaction, you will need to record it

Journal Entry in Deskera Books

Journal entries are the recording of any transactions that occur in business operations. All the transaction records are classified into different accounts based on the accounting standard. Gone are the days the recording of journal entries manually as it can be tedious and time-consuming. Here on Deskera Books, users are

How do I create a Normal Journal Entry in Deskera Books?

Journal entries are used to record business transactions. It always involves at least one Debit and one Credit entry into the system. Click Accounting on the sidebar, and click on Journal Entry. You will enter the Journal Entry Overview page.Click Create and select Journal Entry - Normal.If you

How do I make a Fund Transfer in Deskera Books?

If you would like to transfer funds from one account to another, you can perform a Fund Transfer on Deskera Books to record this transaction. Click Accounting on the sidebar, and click Journal Entry. You will enter the Journal Entry Overview.Click Create and select Journal Entry - Fund Transfer.

How to import opening balance for accounts, inventory, and contacts in Deskera Books?

Deskera users can now import the opening balance of their inventory, accounts, and contacts if they are new to Deskera Books. The reason why we implement this function is to provide a smoother data transition from your existing software to our system. To import the inventory, accounts, and contacts: Go

How do I create a Debit Note in Deskera Books?

Debit Notes are used when:You as a buyer: Are returning goods received incorrect or faulty goodsWere overcharged by the supplierYou as a seller: Undercharged the customerTo create a Debit Note, follow the following steps:Go to the Accounting Tab.Click on Debit Notes and click on Create to go

How do I create a Credit Note in Deskera Books?

Credit Notes are used when:You as a seller Received returned/incorrect/faulty goodsOvercharged your customerYou as a buyer: Were undercharged by your supplierFor creating a Credit Note, follow these stepsGo to the Accounting Tab.Click on Credit Notes and click on Create to go to the Create Credit Note

What is the purpose of a Debit Note?

Debit notes are official documents prepared by the purchaser to provide information to their supplier for debiting the supplier’s account. Once the supplier has accepted the Debit Note, the purchaser will have reduced their liability and are required to pay less to the supplier. Create a Debit Note Return

What is the purpose of a Credit Note?

Credit notes are official documents prepared by the supplier to be given to the purchaser. create a credit noteAcknowledgment of Return of GoodsIn return for a Debit Note, suppliers issue a Credit Note to accept the goods returned formally and to record the amount accountable for these goods. In the

How to create a direct expense in Deskera Books?

Expense is an outflow of money to a person, group or financial institution for purchasing goods and services. In the Deskera Books system, all the expenses that you have incurred will automatically appear on the Expense page. Aside from that, Deskera users have the flexibility to create a direct expense

How to create a pre-payment in Deskera Books?

Expense is an outflow of money to a person, group or financial institution for purchasing goods and services. Aside from creating a direct expense manually, Deskera users have the flexibility to create a pre-payment in the system. Pre-payments are any future expenses that you paid in advance but they are

How can I edit, copy, print and delete expense accounts in Deskera Books?

You cannot make any changes or duplicate any expense records that are mapped from the Buy Module. However, you can only edit or change the details of the expense accounts you have created manually in the Expense Module. To change or edit the expense record you’ve created manually:Go

How to create a direct payment in Deskera Books?

Generally, a deposit is a sum of money paid into a bank for the reason of safekeeping or as a pledge. Using the Deskera Books system, the deposit term means the inflow of money to the organization. Direct payment is a form of electronic bill payment that enables your customers

How to create an advance payment in Deskera Books?

Generally, a deposit is a sum of money paid into a bank for the reason of safekeeping or as a pledge. Using the Deskera Books system, the deposit term means the inflow of money to the organization. Users can create an advance payments in the system. Advance payment is the

How to edit, copy, print and delete deposit accounts in Deskera Books?

You cannot make any changes or duplicate the deposits records that are mapped from the Sell Module. However, you can edit or change the details of the deposits accounts you have created manually on this page. To change or edit the deposit record you’ve created manually:Go to the

How do I add a new Contact in Deskera Books?

Deskera Books Contact Master feature allows you to manage and view all your contact details easily - both suppliers and customers. 1. Go to Contacts Master by clicking on the Contacts tab on the sidebar and then click on '+New Contact'. Add new contact2. On the Create New Contact

Edit, Copy and Deactivate Contacts in Deskera Books

On Deskera Books, Contact details are editable even after creation. Changes can be made to your contact’s name, email address, payment term, and various other fields. Accessing the Contextual MenuTo make any necessary changes to your Contact's details, go to the Contact Module on the sidebar menu. Next, click

Add, Edit and Delete Users in Deskera Books

How do I create or add a new user? 1. Go to the 'Settings' tab  under Users click on '+Add User.' Fill in the mandatory fields when adding a user. 2. Fill in the mandatory fields: First name and Last nameEmailLogin passwordContact numberTypeAssign role3. Click on the 'Save'

Changing a User's Roles in Deskera Books

Deskera Books allows you to change your employees' access rights to different functions of Deskera Books with minimum hassle. You may change the role of your employee if you transfer them to another department, or if you would like to grant them more accessibility within the system. There are four

How to Unassign a User's Role in Deskera Books

There are two methods to remove the roles of your employees. First method - to unassign a single user1. Under the Settings tab, click on the contextual menu (the three grey dots) of the user you wish you unassign the role. 2. Select Unassign Role. 3. A pop-up message will

Where can I update my company's information in Deskera Books?

In every organization, there comes a time when the organization decides to make changes to the company's name, and henceforth they are required to obtain a new business number. Besides changing the company name, some companies also shift to a new business location due to the end of office leasing

How to create a new custom field in Deskera Books?

Using Deskera Books, users can create their own kind of custom fields in addition to the existing data fields in the system. Once they have created the custom fields, they can apply it to multiple modules in the system and generate the report related to the custom fields. To create

How to edit and delete the custom fields in Deskera Books?

You can also edit or delete the custom fields you’ve created. In the Custom Field List, select the custom field you wish to edit or delete. Click on the three vertical dots of the preferred field. Click on the three vertical dots, choose from the edit, activate, deactivate or

How to apply custom field in the Buy and Sell Tab in Deskera Books?

Based on the previous article, we have already explained how to create a new custom field. In this article, we will see the steps to apply the custom field you’ve created on the invoice page. To apply the custom fields:Go to the respective Module in Buy and Sell

How to apply a custom field to Product in Deskera Books?

Products come in various sizes, colors, diameter, heights, lengths and etc. Sometimes you have trouble indicating the specification of products due to the limitation in some ERP software. By using Deskera Books system, users can now apply the various specifications by using the custom fields functionality in our system. Once

How to apply a custom field to Contacts in Deskera Books?

If you wish to add additional information about your contacts in the system, you can do so. Create the custom field in the Setting tab and make sure that it is enabled in the Contact Module. Go to the Contact tab on the sidebar menu.When you are creating a

How to apply a custom field to Accounts and Journals under Deskera Books?

Besides applying the custom fields for Products, users are given the option to apply the custom fields for Accounts and Journal Modules under the Accounting tab. The custom filed in the Charts of Accounts.Select the custom field in the Journal Entry. By using Deskera Books, users can now apply

How do I create a new type of tax under Deskera Books?

Different countries have different types of tax regulations and ruling. Using the Deskera Books system, users can add a new type of tax that is relevant to their own country. Hence, Deskera Books software has a ubiquitous functionality that can be used by everyone. Follow the steps mentioned below to

How do I apply the new tax-rate using Deskera Books?

As you have read in the previous article on how to create a new tax rate, you can now apply the new tax-rate that you have created and apply it to the different Modules in the system. Imagine in a scenario where your country announced an increment of 2% of

How do I use the document designer in Deskera Books?

The functionality of the document templates is to enable our customers to customize the template of the invoice, bill, quote, and payment based on their preferences. Users do not necessarily need to follow the exact format of Deskera’s invoicing, bill, quote and also payment. The functionality of the document

System Fields on Document Templates and Its Meaning in Deskera Books

As you have understood the functionality of the document designers on Deskera Books, let us now breakdown into more details the meaning of each system field as shown in the template. 1.  The default cheque payment template 2. The default payment receipt template 3.  The default customer fields on Invoice,

Using Document Designer to customize your documents in Deskera Books

Based on the previous article, we have guided you on how to download, upload and preview the document designer template onto the Deskera Books system. In this article, we will delve into more details on how to use Document Designer to customize your documents. Let's start by customizing the document

How do I view all my imported files in Deskera Books?

Imagine a scenario where you completely wipe-out your files and there’s nowhere you can locate the file on your desktop. Well, you can rest assured if you’re using Deskera Books as all the files you have imported to Deskera Books will be kept securely on clouds. With Deskera

How to View Audit Logs using Deskera Books?

The Audit Log is a tool that allows site administrators to view actions performed by users and administrators or by end-users to their own accounts. All actions performed from within the system are audited. The Audit Log basically contains all the events happening within the Deskera Books system. After an

Everything You Need to Know About GST

What is GST?Goods and Services Tax-GST is a broad-based consumption tax imposed on imported goods and almost all supplies of products and services in Singapore. In other countries, this tax may also be known as Value-added Tax (VAT). This expenditure tax is currently set at 7% and is administered

What is GST Form 5?

Completing GST ReturnGST Form 5 is a document containing the details of the income which taxpayers have to file with the tax authorities. Business owners have to file GST returns that include sales, purchases, GST on sales, and GST paid on purchases. It's compulsory to file a GST Return form

IRAS Audit File Report in Deskera Books

Every business using ERP business software is required to prepare and submit IAF to IRAS in order for them to conduct an audit on their GST Report and GST Form 5 Report. The purpose we implemented the Audit File Report in the system is to make sure that the data

What is the purpose of a Profit and Loss Statement in Deskera Books?

A Profit and Loss statement is a financial statement summarizing your company’s revenues, expenses incurred, as well as profits and losses during a specified period. You can customize this time frame to suit your company’s needs. Commonly used are quarterly or annual statements. Customizing your statement period These

What is a Balance Sheet?

The balance sheet is a statement that records entity assets, liabilities, and equity as of the end of the accounting period. In other words, a balance sheet is known as the statement of financial position. Examining the balance sheet gives the accountants, investors, or business owners insights on the net

Definition of cash flow of statement

The statement of cash flow is a company’s financial statement indicating the inflow and outflow of cash and cash equivalents of the organization. The objective of the statement of cash flow is to assess how well a company manages its cash position and to measure how quickly a company

How to view the Cash Flow Statement in Deskera Books?

The statement of cash flow is a company’s financial statement indicating the cash and cash equivalent in and out of the organization. The investor can analyze the performance of the company based on how the company earns and spends its money according to the report of cash flow. With

Cash Flow Statement for Indirect Method in Deskera Books

Based on the previous article, we all know that the Cash Flow of Statement shown on Deskera Books, by default, is using the direct method. However, users are allowed to change the report to the indirect method, if you prefer to. Disable the toggle to switch to the indirect method.

How to map the line items of Cash Flow Statement to the right account using Deskera Books?

Once you have view the Cash Flow Statement, you can map the line item seen in the report to the right account. All the changes will be reflected in the Charts of Accounts. Click on the Setting icon at the top right of the page. Follow through the steps mentioned

What is General Ledger in Deskera Books?

General Ledger acts as a master record for all financial transactions of your company. A ledger is typically segregated into five categories - Assets, Liabilities, Owner’s Equity, Revenue, and Expenses. It follows a double-entry system, whereby each transaction will have debit and credit journal entries posted. Within each account,

What is a Trial Balance for under Deskera Books?

To check if the ending figures of your General Ledger are balanced, you should use a Trial Balance. Based on the double-entry accounting system, each transaction should have the total debits equal to the total credits. A Trial Balance serves as an essential function by allowing businesses to spot discrepancies

Product and Inventory management

Most businesses market their products to the end consumers or other firms to satisfy the needs of their customers. Product means a single good developed that is distributed via various distribution channels. Inventory management is a system that allows us to track and supervise the flow of acquiring the goods

The importance of cloud inventory management software

Many small business owners are choosing to use inventory management software to help their businesses gain more efficiency and productivity. Some of the advantages of using cloud inventory management software are: 1. Real-time tracking of inventoryTracking inventory in real-time is crucial for every business owner.With the help of gadgets

What is a tax report?

Every business owner must file corporate tax every year without fail. If they avoid paying taxes, they might be penalized by the tax authority. A tax report can be defined as a document filed with a taxing authority that reports the company’s income, expenses, and other relevant information. Tax

Sales tax and purchase tax

There are two types of taxes involved in every business - sales tax and purchase tax. The sales tax rate in Singapore is at 7%, and the law allows the seller to collect funds known as ‘tax’ from the buyers at any point of purchase. The end consumer pays sales

Aged Payable Summary Report under Deskera Books

What is the Aged Payable Summary report? This report helps to consolidate all payable accounts on the same page and enables you to oversee the accounts payable at one glance. Accounts payable are debt that the company owes to its suppliers or vendors for goods and services the company received

Aged Receivable Summary Report under Deskera Books

What is the Aged Receivable Summary report?This report helps to consolidate all receivable accounts on the same page and enables you to oversee the accounts receivable at one glance. Accounts receivable are debts owed to the company by customers for goods and services the company has sold to them

Sales by Contact Report under Deskera Books

This report is generated based on the sales of your products in the Invoice tab. In this section, you can view all the data related to gross sales, discounts, and net sales for every customer that buys from you. To generate the sales by contact report: Go to the Report

Purchase by Contact Report under Deskera Books

This report is generated based on the purchases you have made from your vendors. In this section, you can view all the data related to gross purchases, discounts, and net purchases for every vendor that you have created in the Bill tab. To generate the purchase by contact report: 1.

Stock Valuation Report under Deskera Books

Basically, the stock valuation report in Deskera Books refers to the stock item levels in your organization and the value of the stock at the time the report is generated. Using the Deskera Books system, the users are able to identify and analyze which products have the highest stock valuation

What is a Statement of Account in Deskera Books?

Using the Deskera Books system, users are able to generate the statements of accounts to have an overview of the transactions made in the past. The statement of account is a summary of all the sales made to their customers, including any credit being issued. Statement of Accounts is issued

Quotation Report under Deskera Books

As mentioned in the previous article, a quote is a document informing customers about the goods, the number of products, and the pricing of goods without any transaction incurred yet. Using Deskera Books, users can now generate quote reports based on the time frame as they preferred. Firstly, to generate

Sales Invoice Report under Deskera Books

Besides generating quotation reports, Deskera users can create their sales invoice reports based on the time frame they preferred. Enter the date range; daily, weekly, bi-weekly, monthly, or yearly as your preferred. If you are generating hundreds and even thousands of invoices monthly, it can be quite troublesome to search

Sales by Product Report under Deskera Books

As we already know, a product can be tracked or non-tracked goods. With Deskera Books system, users can now generate the sales by product report, and it's only applicable for tangible goods. Firstly, to view the sales by product report, go to the 'Reports' tab on the sidebar menu. Under

Bill Lists Report under Deskera Books

The bill lists are the goods that you have purchased from your vendors. Deskera users are able to generate their bill List report based on the time frame they preferred. Enter the date range; daily, weekly, bi-weekly, monthly or yearly as your preferred. Firstly, to view the Bill List report,

Purchase by Order Report under Deskera Books

Purchase Order is a document indicating the goods and total amount of products given to you by your vendors before confirming the orders.  Deskera users can generate their Purchase Order report based on the time frame they preferred. Enter the date range; daily, weekly, bi-weekly, monthly, or yearly as your

Purchase by Product Report under Deskera Books

The purchase product report is generated based on the goods that you have purchased from your vendors. Firstly, to view the Purchase by Product Report, go to the ‘Reports’ tab on the sidebar menu. Under the Purchase section, click on the 'Purchase by Product Report’. You will be directed to

Receipt List Report under Deskera Books

Deskera Books' users can keep track of the payments that they have received from their customers in the Receipt List Report. In this report, you can view all the payments that you have marked as received on the Invoice page. Firstly, to generate the receipt list report in Deskera Books,

Payment List Report under Deskera Books

Deskera Books' users can keep track of all the payments they have made to their vendors. Firstly, to generate the receipt list report in Deskera Books, go to the ‘Reports’ tab on the sidebar menu. Next, click on the ‘Payment List’ under the Purchase section. Deskera users can choose to

How to generate credit notes and debit note reports in Deskera Books?

Books users can access to their credit note and debit note reports that you have applied in the Invoice and Bill documents. To view this report, follow the steps stated below: 1. Click on the Report on the sidebar menu. 2. Under the Sales section, select the Credit Notes to

How do I add a Bank in Deskera Books?

In Deskera Books, you can link your Bank account so that you can receive and make payments directly through the Deskera Books system and keep records of such transactions in the system, without having to use another software. This allows you to have a seamless experience using Deskera Books. To

How to edit bank account's details in Deskera Books?

To edit the bank account's details on Deskera Books, follow the steps stated below: 1. Go to the 'Bank' tab on the sidebar menu. 2. Click on the contextual menu (three vertical dots) of the existing bank accounts. Select the 'Edit' button. Edit the connected bank information3.  Once you click

What is Bank Reconciliation in Deskera Books?

Using the Deskera Books software, the finance team of your company is able to make comparisons of the company’s sales and purchases against your bank records. This functionality enables you to track the account payable and account receivable of the businesses easily. Click on the "Bank" icon, and under

How to do a Manual Bank Reconciliation in Deskera Books?

One of the tasks of every finance department is to make sure that their bank accounts are matched to their accounting records. Hence, they need to make sure that their cash balances on the balance sheet are similar to the amount in the bank statement. The users of Deskera Books

Auto Bank Reconciliation in Deskera Books

It's crucial to make sure that the cash balances on your organization's balance sheet are matched to your bank account statement. This process is known as bank reconciliation. Bank Reconciliation helps to ensure that there are no payments are left unchecked. This process also helps greatly to identify if there

How can I connect my bank account to Stripe using Deskera Books?

By using Deskera Books you can connect to the Stripe Payment for making and receiving the payment on sale and purchase of goods and services. Following are the below steps for receiving payments using stripe account by using Deskera Books: 1. On the main dashboard, click on the Bank button.

How can I receive Stripe payment from customers using Deskera Books?

Once you have connected your bank account to Stripe, you can send the Stripe link to your customers. This enables them to credit the payment to you directly via the link you send them. Check out on the steps as mentioned below to send the Stripe link to your customers:

US Taxation: What is Nexus?

When dealing with customers based in the US, you might find yourself having to pay sales tax as dictated by the state your customer is located in. Sales tax in the US is not uniformly implemented throughout the entire country but is instead given to each individual state to govern.

US Taxation: Product Classification

When dealing with customers based in the US, you might find yourself having to pay sales tax as dictated by the state your customer is located in. Sales tax in the US is not uniformly implemented throughout the entire country but is instead given to each individual state to govern.

US Taxation: Exemption from sales tax

When dealing with customers based in the US, you might find yourself having to pay sales tax as dictated by the state your customer is located in. Sales tax in the US is not uniformly implemented throughout the entire country but is instead given to each individual state to govern.

US Taxation: Out of state transactions - Origin VS Destination State Tax

When dealing with customers based in the US, you might find yourself having to pay sales tax as dictated by the state your customer is located in. Sales tax in the US is not uniformly implemented throughout the entire country but is instead given to each state to govern. Therefore,

US Taxation: Sales tax vs Use tax

This article will briefly describe the differences between Sales Tax and Use Tax. What is a Sales Tax?Sales tax is the tax charged to the consumers as required by the states and thousands of local jurisdictions. Seller will have to collect sales tax from consumers if there is a

US Taxation: Streamlined Sales Tax (SST)

Have you ever wondered what Streamlined Sales Tax (SST) is? Will you be able to answer any questions related to SST if you’re being asked? Probably not, but you will soon, right after you finish this article. In this article, we will cover the brief history of SST, why

US Taxation: Criteria to be a Volunteer Seller

To be qualified as a volunteer seller, your business will have to meet all the requirements during the 12 months before the date of registration with the member state, as mentioned below: less than $50,000 of property in that stateless than $50,000 of payroll in that statemore than

US Taxation: Sales Tax Report under Deskera Books

As a business owner, one of the main responsibilities you should be practicing without fail is to collect and remit sales tax correctly. As we are aware that sales taxes are governed by individual states, each state can set its own sales tax due date. Most of the states would

India GST: Introduction to GST in India

Goods and Services Tax (GST) is also known as indirect tax or consumption tax in India on the supply of goods and services. It is a comprehensive, multistage, and also known as destination-based tax. The GST in India is comprehensive because it has subsumed almost all the indirect taxes except

India GST: The Four Tier Tax Structure of GST

The Goods and Service Tax in India is organized in such a way that all the necessary services and some food items are placed in the lowest bracket, and the other luxury goods and services and de-merit goods are placed in the highest bracket. The GST council has set the

India GST: What are HSN and SAC codes in GST?

Understanding the HSN CodeHSN stands for the Harmonized System of Nomenclature. It is used for the classification of goods in a systematic way. HSN is a 6 digit code developed by the World Customs Organization (WCO) which is accepted worldwide. The purpose of the implementation of the HSN Code/SAC

India GST: Place of Supply

As we know that the GST is a destination-based tax, so the computation of GST will be different depending on the place of supply. There are three components in GST that are crucial for the computation of GST and they are IGST, CGST, and SGST. For any intra-state transaction, it

India GST: What is GST Cess?

The tax system and administration are different for every country. It's not unusual for a country to impose Goods and Service Tax (GST) on businesses for the government to control, regulate, and generate revenue. In India, the tax system is unique and different compared to other countries. If you are

India GST: What is Input Tax Credit (ITC)?

After reading the previous article on 'The Introduction to GST in India,' I'm sure you have a better understanding of how the Goods and Service Tax works in India. We will cover more topics about taxes in India. We will touch on the definition of the input tax credit,

India GST: What is Input Tax Credit Reversal in GST?

Based on the previous article on the explanation of Input Tax Credit (ITC), I’m sure you have a clearer understanding of how the ITC works in India. In this article, we will delve into the reversal of Input Tax Credit in GST. ITC reversal in GSTInput Tax Credit reversal

India GST: What is a composition scheme?

Composition SchemeIt is a hassle-free compliance scheme for small taxpayers. In the Composition Scheme, a registered taxable person whose aggregate turnover does not exceed one crore and 75 lakhs for the special category states can pay tax at a lesser rate. The tax rates applicable under this scheme are 1%

India GST: What is a reverse charge?

What is Reverse Charge?Reverse Change is a process under GST in which the receiver, makes the payment of GST instead of the supplier. In normal cases, the supplier is the one who pays tax on supplies, but in case of reverse charge, the role gets reversed. Here, the buyer

India GST: What is Special Economic Zone?

SEZ stands for Special Economic Zone, and all the businesses that operate in this zone can enjoy simpler tax and easier legal compliances. The Special Economic Zone was implemented in India on the 1st of April 2000 to enhance the country's foreign investment and to provide a competitive and hassle-free

India GST: What is E-way Bill system?

All about E-Way Bill SystemElectronic Way Bill System is implemented in India with the purpose of consignment or movement of goods from one place to another, from a consignor(seller) to a consignee(buyer) abiding the Goods and Service Tax (GST) regulation. The government in India has successfully rolled-out the

How to Create an E-way Bill in Deskera Books?

When a customer purchases products from you via online shopping, you have to deliver the goods to them. In order for the products to reach your end consumers or suppliers, some businesses require delivery services. These businesses typically offer delivery services for their customers and charge an additional transportation fee.

India GST: What are the different types of GST Returns?

GST ReturnA registered person/business has to file a document or report that contains details about the income to the tax authorities every calendar month. This document or statement is known as GST Return. The GST Return should include purchases, sales, output GST on sales, and input tax credit. This

India GST: What is Tax Deducted at Source (TDS) and Tax Collected at Source (TCS)?

Tax Deducted at Source (TDS)TDS stands for Tax Deducted at Source. It is a process to keep an eye on the transactions of the supply of goods and services by making the buyer of such transaction deduct a small amount to be paid to the supplier and deposit the

India GST: GSTR-1 Report in Deskera Books

GSTR-1 is a report about the monthly return of outward supplies that shows all the sales transactions of a business. Who should file for the GSTR-1 Report?Any normal and registered taxpayer in India is required to file the GSTR-1 Report by every 11th of the following month without fail.

India GST: GSTR-3B Report in Deskera Books

The GSTR-1 Report is mainly about the details of the sales and outward supplies, whereas the GSTR-2 involves the Report of details of purchases. In this article, we will discuss GSTR-3B, which consists of a monthly summary of sales and purchases, which is auto-populated by pulling the source of information

India GST: Understanding GSTR-1 Report in Details

In this article, we will explain each section in GSTR-1 Report in detail. If you are unable to find there report, click here to download it onto your desktop. Once you have downloaded the GSTR-1 Report, you will have to fill in the 13 sections in it. Section 1, 2

India GST: Understanding GSTR-3 Report in details

GSTR-3 is a mandatory, self-declaration report that has to be filed by taxpayers even if they have zero returns. The details in the Form that are required to be reported by the taxpayers are: Liable Input Tax Credit (ITC)Liable TaxThe total amount paid for taxDetails of both sales and

Malaysia Tax: Sales and Service Tax (SST)

The Goods and Service Tax (GST) is replaced by the Sales in Service Tax (SST) on the 1st of September 2018. The Sales and Service Tax (SST) in Malaysia consists of two components such as the sales tax and the other one, the service tax. The sales tax, a single

Malaysia Tax: Different Types of SST in Malaysia under Deskera Books

In the main dashboard of Deskera Books, click on the Products on the sidebar menu. When you’re creating a new product, you are required to fill in the fields as shown, especially the tariff code, default tax rate if your products are taxable, and if your products are non-taxable,

Malaysia Tax: What is Schedule A, B, and C all about?

According to the Sales Tax Act 2018, Section 35, the Minister has the authority to exempt sales tax. The sales tax exemption can be categorised into two groups such as exemption by order of the minister and specific exemption. Based on Malaysia's Sales Tax Exemption Guidelines, there are three types

Malaysia Tax: Penalty For the Late Payment of Tax

Penalty of Late Payment of TaxPenalty will be charged to those who make late payment of tax. Besides that, penalties will also be imposed on those who submitted deficient net tax payable, SST return is submitted without payment or lesser amount, or any failure to register SST. All the payment

Malaysia Tax: Why should I indicate my Vendor Type when Creating a Contact?

Indicating the right vendor type on Deskera Books during the creation of contact enables us to map the information accurately to the SST-02 Report. When you’re adding a contact, you should come across this section; vendor type. There are three options you can choose from when indicating your the

Malaysia Tax: Filing Tax Return Period

Every registered business will have to file their sales and service tax return at the government portal. The first taxable period begins from the date the registered person should have registered and the following month ends. The subsequent taxable period shall be a period of two months ending on the

Malaysia Tax: Filing of SST-02 Report under Deskera Books

If you are a registered taxable person in Malaysia, you are required to prepare and file the SST-02 Report. To view this report, go to the Report tab on the sidebar menu and select the SST-02 Report under the Tax section. Deskera Books users can filter the report based on

Malaysia Tax: Sales and Service Tax Return under Deskera Books

With Deskera Books software, users are not required to prepare the sales and service tax return report manually. For all the selling activities you have performed in the Sell tab, the data will automatically be mapped to the Sales and Service Tax Return Report. Click on the Sales and Service

Philippines Tax: Introduction to VAT

We may be aware of VAT(Value Added Tax), which is a part of our life, we are paying it regularly. VAT is mostly on the goods and services we purchase. In this article, we will see the basics you need to learn about the Philippines VAT. What is Value

Philippines Tax: Types of VAT and Tax Rates?

Types of VAT and tax rates 1. Taxable- 12% On Sales of goods and properties- 12% of the gross selling price or gross value in money of the products and properties sold, exchanged, or bartered.On Sales of services and use or lease of properties - 12% of gross receipts

Philippines Tax: View, Add Taxes using Deskera Books

As a VAT registered business owner in PH, you can set up the required tax using Deskera Books. Under setting, click on Tax to view tax setup and also add new tax rates in the system Below window will pop up: Add and view tax rate in the system -

Philippines Tax: View and Export Sales and Purchase Relief Reports using Deskera Books?

To view the Sales and Purchase Relief reports on Deskera Books, under the Report on the sidebar menu. You will see two reports, 1. Sales Relief Report, 2. Purchase Relief Report. Let us see these reports in detail. Types of Tax: Sales and Purchase Relief 1. Click on the Sales

Philippines Tax: How to file the BIR2550Q- Quarterly VAT using Deskera Books?

As a business owner in PH, using Deskera Books you can file the BIR2550Q- Quarterly VAT return to the government. To file the BIR2550Q Quarterly Return using Deskera Books, select the Report button on the sidebar menu. Under VAT Reports Section, click on BIR2550Q Quarterly Return. BIR2550Q Quarterly ReportLister below

Philippines Tax: Tax Exemption from VAT

Tax-exempt refers to incomes that are free from tax at the  State, local, or federal level. The reporting of tax-free items may be on a taxpayer's business or individual tax return and shown for informational reasons only.. Tax-exempt also refer to the status of a  organisation or a business which

Philippines Tax: Withhold Tax and rates

What is the Philippines withholding tax?When a business withholds a portion of a payment for services or goods to a supplier and remits that portion to the government on behalf of its supplier is known as withholding  tax. This is a tax compliance method utilized by governments to ensure

Philippines Tax: View, Add, delete, edit WHT Taxes using Deskera Books

As a WHT registered business owner in PH, you can set up the required WHT rates  using Deskera Books Under Settings, click on WHT Rates to view WHT setup and also add new WHT rates in the system. Below window will pop up, where you can view and add WHT

Philippines Tax: How WHT is applicable in Deskera Books?

In the previous articles you have seen how to add, view, edit and delete WHT tax using Deskera Books. Let is now take a look at, how the WHT is applicable in different modules on Deskera Books As a user WHT Rate is  calculated while creating business transactions like invoice,

Philippines Tax: BIR2307- Quarterly Return Report under Deskera Books

BIR 2307 is a report about the quarterly return of payment made on the purchase of goods. Why should you file a BIR 2307 Report?The BIR Form 2307 is more commonly referred to as the Certificate of Creditable Tax Withheld at Source. This certificate exhibits the income that is

Philippines Tax: BIR1604E- Annual Return Report under Deskera Books

BIR1604E is a report about the annual return of payment made by the vendor on the purchase of goods. What is BIR1604-E Form?BIR Form 1604-E, or also known as Annual Information Return of Creditable Income Taxes Withheld (Expanded)/ Income Payments Exempt from Withholding Taxes shall be filed by a

Philippines Tax: Semestral List of Regular Suppliers Report under Deskera Books

Semestral List of Regular Suppliers is a report of payment made by vendors on the purchase of goods. What is SRS?This report summarizes the list of regular suppliers of goods and services that should be submitted on a semestral basis to the Revenue District Office where the taxpayer is

Philippines Tax: Monthly Alphalist of Payees Report under Deskera Books

Alphalist of Payees report is about the monthly return of payment made by the vendor on the purchase of goods. What is an Alphalist payee?The Bureau of Internal Revenue (BIR) issued Revenue Regulation (RR) No. 1-2014 requiring all employers/withholding agents, regardless of their number of employees and payees,

Philippines Tax: SAWT for Customer Report and SAWT for Vendor Report under Deskera Books

SWAT for customer report is about the monthly return of payment received by the customer on the purchase of goods. What is SWAT?SAWT is a Summary Alphalist of Withholding Tax at Source serves as a consolidated alphalist of withholding agents from whom income was received and are subjected to

Philippines Tax: BIR1601E Monthly Return Report under Deskera Books

BIR1601E is a report about the monthly return of payment made on the purchase of goods. Who shall file the BIR1601E Report?Monthly Remittance Return of Creditable Income Taxes Withheld (Expanded). This is filed by every withholding agent also known as the employer, individual or non-individual, who is required to

Philippines Tax: BIR1601F Monthly Return Report under Deskera Books

BIR1601F is a report about the monthly return of payment made on the purchase of goods. Who shall file the BIR1601F Report?Monthly Remittance Return of Final Income Taxes Withheld. The withholding agent or the employer files this return for the amount of final income withheld and remitted on behalf

Philippines Tax: BIR0619E MAP Report under Deskera Books

BIR0619E  is a report about the monthly return of payment made on the purchase of goods. Who shall file the BIR0619E Report?This monthly remittance form shall be filed in triplicate by every withholding agent/payor required to deduct and withhold taxes on income payments subject to Expanded/Creditable Withholding

Indonesia Tax: Introduction to VAT

Value added tax (VAT) is the  tax consumption imposed on each production stage of both products and services until the final sale of Product. The VAT rate in Indonesia is 10% and is levied on most goods and services in Indonesia. Business owners in Indonesia must be fully aware of

Indonesia Tax: Types of Value-added taxes and rates

Value added tax (VAT) is due on the transfer of taxable goods or the provision of taxable services. There are three types of VAT taxes:Standard Type : 10%Zero Rated - 0%Exempted - 0%1. Standard Type- 10% ( All other taxable goods and services)The delivery of  goods that

Indonesia Tax: What is NPWP Number?

Nomor Pendaftaran Wajib Pajak (NPWP)NPWP is a 15 digit Identification Tax Number where the organisation was  able to pay the taxes of their employees under one NPWP number for those who are eligible to pay taxes. The tax office in Indonesia requires all individuals residing in Indonesia to have

Indonesia Tax: How is the NPWP number applicable to Deskera Books?

In the previous article you have learned in detail about what is NPWP number, now lets see how the NPWP number is applicable on Deskera Books. As a business owner by using Deskera Books you have an option to define your company's NPWP tax registration number. Under settings on the

Indonesia Tax: View, Add Taxes codes using Deskera Books

When User sets up the company using Deskera Books for Indonesia then taxes  are shown as default in the system. As a VAT registered business owner in Indonesia you can view, add tax codes using Deskera Books. Under setting, click on Tax tab  to view tax codes set up and

Indonesia Tax: Filing PPN Masukan (VAT In) and PPN Keluaran (VAT Out) reports using Deskera Books

Organisations, investors, and individuals need to file various taxes in Indonesia.In Indonesia, the tax obligations may include individual income tax, corporate income tax, value-added tax,  withholding taxes, international tax agreements, luxury-goods sales tax, tax concessions, customs & excise, and land & building tax. In his article you will see

Indonesia Tax: How to set up VAT using deskera Books?

Using Deskera Books you can Set up VAT while creating a new Contact 1. Under Contacts on the main dashboard menu, click on “+Create” button, below window will appear and you need to fill in required fields to set up VAT for your company. Indicate the customer tax type and

Indonesia Tax: How to Set up and Map Excise Tax using Deskera Books?

Excise policy in Indonesia is mandatory imposed on certain goods that have certain aspects, such as cigarettes, e-cigarettes, alcohol, and other tobacco and alcohol related products.For collection of these excise in Indonesia,Directorate General of Customs and Excise , Ministry of Finance is responsible. Mentioned below are the Excise rates

Indonesia Tax: Withhold tax and Rates type

Indonesian income tax is collected mainly through a system of withholding taxes. Where a certain item of income is subject to withholding tax, the payer is usually held responsible for withholding or collection of the tax. These withholding taxes are commonly referred to using the relevant article of the Income

Indonesia Tax: Add, edit, delete Withhold tax using Deskera Books

As a User you can Add, Edit, Delete Withhold tax using Deskera Books, Following are the below steps, 1. Add Custom Withhold Tax:Under Settings on the main dashboard menu, click on the WHT Rates for Adding a custom WHT rate. Go to Setting and select WHT RateTo add a

UAE Tax: Introduction to VAT

Value Added Tax (VAT) was introduced in the UAE on 1 January 2018 with a rate of VAT 5%. The VAT, as a general consumption tax, will apply to the majority of transactions in goods and services. UAE imposes VAT on tax registered businesses on a taxable supply of goods

UAE Tax: What are Designated Zones in the UAE?

Designated Zone is any specific area assigned by Cabinet Decision to be outside the UAE for Value Added Tax (VAT) purposes. Territories designated to offer incentives to businesses. For this to happen, a number of conditions need to be fulfilled. List of Designated Zones in UAEIn total, 20 Zones have

UAE Tax: Types of VAT and Rates

The Gulf Cooperation Council (GCC) framework has agreed on three VAT rates that may be levied by the member states with some degree of discretion. The first two are taxable supplies, while the third is a tax exempt supply. Standard RateZero RateTax ExemptLet us learn more about these taxes in

UAE Tax: View, Add, delete, VAT using Deskera Books

In the previous articles you have seen different types of VAT and its rates in UAE. Now let's see how these Taxes can be set up using Deskera Books. When User set up the company for UAE region/country then below taxes required are by default in Deskera Books View

UAE Tax: How VAT is applicable in Deskera Books?

In the previous article you have seen how to view default tax and set up custom tax in the system. Let is now take a look at, how these Tax rates are applicable in different modules on Deskera Books As a user you can calculate Tax Rates while creating business

UAE: Reverse Charge Mechanism under VAT using Deskera Books

Reverse Charge Mechanism (RCM) under VAT eliminates the responsibility for the businesses outside the UAE to register for VAT in UAE. The reverse charge mechanism under VAT is mainly used for transactions from cross the border. In a typical business, the supplier supplies goods to the customers and collects VAT

UAE Tax: How to Set up and Map Excise Tax using Deskera Books?

Excise tax was introduced across the UAE on 1 October 2017. Excise tax is a form of indirect tax levied on specific goods which are typically harmful to human health or the environment. The aim of excise tax is to reduce consumption of these commodities, whilst also raising revenues for

UAE Tax: VAT Return 201 Report under Deskera Books

The businesses registered under UAE VAT are required to file online VAT returns. The VAT returns are required to be filed on a quarterly basis and a few types of businesses may be requested to file on a monthly basis. The VAT return form 201 is at a summary level

How do I use Pick, Pack, and Ship in Deskera Books?

We have touched on what pick, pack and ship is, and in this article, we will guide you on how to use the pick, pack ship feature on Deskera Books. Assuming that you have already created a Quote or an Invoice in the Sell Tab, click the ‘Fulfill’ button at

How do I add multiple warehouses in Deskera Books?

As a medium to large organization, it’s not possible to store all your stocks in a single warehouse if you run your business globally. Most large scale companies with huge inventory counts usually have more than fifty, if not hundreds of warehouses around the globe. Even Amazon, one of

How can I edit, change or delete the warehouse in Deskera Books?

You may edit the details of the warehouses you have created on the Deskera Books system if required. Here are the steps Deskera users can follow to make an adjustment to the details of an existing warehouse: Edit your warehouse details via the contextual menuGo to the ‘Warehouse Management’ on

How to apply warehouses to different Modules in Deskera Books?

In the previous article, you have learned about various features of Warehouses used in Deskera Books System. Now let us see the applicability of the Warehouse to different Deskera Books Modules to Products, Quotes/Invoices, and Fulfillment. 1. Creating a New ProductSelect the product type as "tracked"Indicate the opening

How do I use Dropship in Deskera Books?

Based on the previous article, we have already explained to you what is dropship and in this article, we will guide you on how to use the Dropship functionality on Deskera Books system. Assuming that you have already created the documents in the Quotes/Invoices Tab, click on the ‘Fulfill’

Steps to Convert Dropship Purchase Order to Bill

Once the purchase order is fulfilled you need to follow the below-mentioned steps for converting drop-ship Purchase Order to Bill. Convert the dropship purchase order to bill1. In the Purchase Oder from the dropship, click on the Bill button at the top right-hand side of the page. 2. Any Invoice/

Can I edit the purchase order after selecting dropship?

Edit the purchase order documentYou can edit and make changes to some of the fields in the purchase order page by clicking on the "Edit” button at the top right-hand side of the page. Follow the below instructions to edit the fields: You cannot edit quantities and change product on

What is Bill of Materials?

Bill of Materials, also known as B.O.M., is a very crucial component in the manufacturing industry. The Bill of Materials is the list of all the raw materials, components, assemblies, sub-assemblies, sub-components, and parts that are needed to process and produce the end product. The manufacturers will gather

How to create a Bill of Materials in Deskera Books?

Based on your reading on the Bill of Materials, you now have a clear understanding of the meaning of the Bill of Materials. Here on Deskera Books, we allow our users to create the Bill of Materials (B.O.M) as well. We do understand that this is a crucial

How do I sign-up for a Bookkeeper Account in Deskera Books?

Deskera Bookkeeping can be used by accounting firms that provide accounting, advisory, and auditing services to their clients. This is because some small-medium businesses do not have accountants in their firm, they would rather outsource this task to these accounting firms. Sign-up for a bookkeeper accountTo sign-up for an account

What’s the difference between Client Management and Client Access?

When you are adding teammates, you have come across the term client management and client access. Both of this term has different meanings and it’s good if you are able to understand this terminology. Enable the client management toggle. If you enable the Client Management toggle, you should be

How to add new clients in Deskera Bookkeeper?

Once you have signed up to the Bookkeeper system, the next thing you have to do is to add your Client in the system. Using the Deskera Bookkeeper system you can add clients in the system. To add a new client, follow the steps below: 1. Go to the Clients

How can clients add bookkeepers using Deskera Books?

In the previous article, we have covered how a bookkeeper can add clients and assign teammates in the system. However, bookkeepers can only add new clients (meaning clients that do not have an existing Deskera Books subscription). For clients with existing Deskera Books accounts that wish to employ a Bookkeeper’

How does Multi-currency work using Deskera Books?

As business goes global, dealing in multiple currencies becomes mandatory. Any organization dealing in the international market is expected to sell in the US Dollar and the local currency. When the organization is purchasing across the borders also, the same multi-currency issue arises. To deal with this, the organization needs

How to apply multi-currency in the Accounting Module?

Once you have ticked the check-box allowing for multi-currency in the Setting Module, you can apply the multi-currency for different Modules on Deskera Books. Multi-currency is extremely useful for businesses that trade internationally. Here are some of the places where you can view the multi-currency on Deskera Books. Bank ModuleDeskera

How do I sign up for a new account in Deskera Books?

If you are looking for accounting software, this is the best place to start. To embark on your journey with Deskera Books, users can start by signing up on our Deskera Portal. Once you are in Deskera Books page, you are required to sign up with your email address and

How to add multi-company in Deskera Books?

With Deskera Books software, you can now add multiple organizations in a single account. For example, if you’re the parent company of ABC Private Limited and you wish to oversee two subsidiary companies that you own, you can proceed to add two more subsidiary companies by following the steps

User's Role and Access in Deskera Books

A role is a set of permissions assigned to a user so that they can access the documents and information they need at any point in time. With Deskera Books, you can set up specific roles and assign those roles to your employees who will be using the system. Listed

Onboarding Process in Deskera Books

Hooray! Welcome on-board, and now you're officially part of Deskera Books family. After going through the sign-up process and filing up your company's details, I hope that you're still curious to find out more about what we can offer on Deskera Books. As the first-time user of Deskera Books, we

How can I create a new document numbering format in Deskera Books?

Every document is given a different number to track and identify records. As various companies have different ways of numbering their documents, here on Deskera Books, users are given the flexibility to classify their records based on their own numbering system. To customize the document number, users can go to

Send Emails Using Deskera Books

With Deskera Books software, users can send emails to the respective party in different modules such as quotes, bills, orders, and even invoices. Follow the steps as mentioned to send a bill, order, quote, and invoice documents to your customers and even vendors: Go to the module you prefer and

How to Send E-Invoicing in Deskera Books?

If Peppol ID sounds foreign to you, you can read up on this article to have a better understanding of what Peppol ID is. When you receive a message from a contact saved on your phone, you can immediately recognize who the person is. Similar rules apply when people on

How to create a new organization in Deskera Books?

Once you have signed up for an account, the next thing that you need to do is to set-up your organization. Create a new organization To start off, you will need to fill in your organization's name. The name of your organization will be reflected in the system and

Import Data from QuickBooks and Xero

Switching from Quickbooks software to Deskera Books accounting software is not as hard as you think it is. With Deskera Books, users from Quickbooks and Xero can migrate their Charts of Accounts, Products, and even Contacts data to Deskera Books conveniently. Follow the guides as mentioned below to learn more

How can I import data from QuickBooks/Xero for an existing company to Deskera Books?

In the previous article, you have learned to bulk import data from QuickBooks and Xero as a new user. If you have an existing organization on Deskera Books and you wish to import your data from QuickBooks/Xero, you will need to create a new organization again to do so.

Introduction to Deskera Cloud

Deskera Cloud is a platform where you can manage your Deskera account details and view the current products that we offer - Deskera Books, Deskera Sales, Deskera People, and the Deskera Mobile App. Deskera Cloud's DashboardOn the Deskera Cloud dashboard, you can update your company's details or choose to upgrade

How do I manage my account in Deskera Cloud?

Imagine you have just created an account on Deskera Books, Deskera Sales, or Deskera Mobile App. The next thing you will need to know is how to view and update your account on Deskera. View the products available in DeskeraOn the dashboard of Deskera Cloud, click the 'Switch To' icon

How do I add users to Deskera Cloud?

Click on the add users button In the user management page, you can oversee all the users you have added to the various Products in our system. To add users to the system, regardless of which products, you can add the users right here. Click on the "Add Users" button.

How can I Edit and Delete Users in Deskera Cloud?

View, edit and delete the users in Deskera's cloudTo make any changes to the users you have added to the system, follow the steps as mentioned: Click on the checkbox of the users you wish to edit.An icon will appear at the top of the page.Select the 'Edit'

How do I Upgrade Plans under Deskera Cloud?

You can upgrade your plan on Deskera Cloud's Dashboard.Once you have logged in to your account on Deskera, you should be able to view the image as attached above. To upgrade the plan, you can click on the My Plan button. This will direct you to the subscription page.

How to access Deskera App Store?

To start, Deskera App Store is the platform where you can integrate your other e-commerce accounts, track the company's inventory, and also, the shipment of your products. Here are some of the apps available on Deskera App Store: USPSFedExShopifyAmazonZapierStock TransferStock AdjustmentAs you can see, on Deskera App Store, you can

Connect Deskera Books to hundreds of other tools with Zapier

Zapier enables Deskera Books' users to connect with 2,000+ other web services. You can set up automated connections, also known as Zap in minutes, without involving any codes. Hence, integration with Zapier on Deskera Books enables users to automate their day-to-day tasks and build workflows without interruptions. This integration

How to integrate with Stock Transfer in Deskera App Store?

On Deskera App Store, users can track and monitor their inventory using the Stock Transfer and Stock Adjustment App. Deskera builds the Stock Transfer and Stock Adjustment App for organizations to monitor their stock more efficiently. To integrate with Stack Transfer, follow the steps mentioned below: On Deskera Books select

How do I make a Stock Adjustment in Deskera App Store?

In this article, we will guide you on how to adjust your stock counts on Deskera App Store. Follow the steps as mentioned below to make necessary stock adjustments: 1. Click on the Apps on the sidebar menu. Select the Stock Adjustment Application and click on the 'Get this app'

How to Integrate PayPal in Deskera App Store?

Deskera Books and PayPal integration enable you to accept online payments from your customers and automatically view, reconcile transactions in Deskera Books. Once your customers connect their Deskera and PayPal accounts, you need to simply click on the ‘pay now’ button and make payment online by entering their credit or

How do I set a recurring invoice and bill document?

Setting a recurring invoice and bill document is not an uncommon practice when running a business. At times, you will constantly purchase from your vendors to replenish your stocks, or your customers will keep buying from you because they love your products. Hence, setting a recurring invoice and bill document

What is Stock Availability by Warehouse Report?

The stock availability by warehouse report is a report showing the remaining quantity of a company's stock stored in different warehouses. In Deskera Books, you can tag each product to the warehouse it's stored. Prior to that, you will need to create additional warehouses in the system. For every product

What is Stock Ledger Report in Deskera Books?

The stock ledger report is a list of record that tracks the movement of the stocks in and out from your company. Any transactions related to purchasing, selling, and stock adjustment are captured in the stock ledger report. To view the stock ledger report, follow the steps mentioned below: Go

What is Stock Ageing Report in Deskera Books?

The stock ageing report, also known as the aged inventory report, is a report that provides the information related to the status of your inventory, typically the duration of each stock that sits idle in your warehouse before being sold or utilized. In Deskera Books, the stock ageing report is

How to integrate with USPS and Fedex in Deskera App Store?

Using Deskera App store, you can also connect to USPS and FedEx to track the movement of your products from the warehouse until it reaches the final destination. Click on the USPS and Fedex icon To integrate with USPS and FedEx, follow the steps mentioned below: 1. On Deskera Books

How to Create an Expense Bill in Deskera Books?

Create an Expense Bill in the scenario where you will have to pay utility bills, any repairs, and maintenance, office expenses, cleaning expenses, anything related to the expense account. With Deskera Books you can create your own expense bills with following steps, Click on  the Buy module>> a

How to create Fixed Assets in Deskera Books?

A fixed asset is a long-term asset that a company purchased and used to produce goods and services. Fixed assets are non-current assets with a useful life of more than a year. Some examples of fixed assets are: LandBuildingsMachineryVehicles such as company's vans and trucksOffice furnitureFollow the steps mentioned below

How do I generate GST Report?

In Singapore, it is compulsory for businesses with turnover exceeding $1 million per year to register for Goods and Services Tax. Being a GST registered company, you will enjoy claiming 7% of input tax from IRAS for business expenses or purchase incurred by you. However, the downside is that you

How to Generate Inventory Valuation Report Under Deskera Books?

Inventory valuation is the monetary amount associated with the goods in the inventory at the end of an accounting period. The valuation is based on the costs incurred to acquire the inventory and get it ready for sale. With Deskera Books, you can generate an Inventory Valuation Report that gives

How to Use the Document Generator in Deskera Books?

Creating an invoice and a bill template for your organization is made easy with Deskera Books' document generator. As a small business owner, if you have limited time to create a brand new bill or invoice template, you can quickly generate these templates straight from your Deskera Books account. Please

How to Apply Custom Field in Document Designer?

When designing your document template, you need to ensure that you are using the default system fields available in Deskera Books in order for our system to populate the data accordingly. So, what if you need to apply additional information in your invoice/bill document and you are clueless on

How to Generate a Bank Reconciliation Summary Report Under Deskera Books?

The Bank Reconciliation Summary is a report that makes it easy to see how organized your accounts are and if there are any remaining transactions to be matched in your Bank Reconciliation. On Deskera Books, once all the bank accounts have been successfully reconciled, you can then view your 'Bank

How to View/Generate Reconciliation Logs using Deskera Books?

The Reconciliation Logs displays a history of all changes made to your reconciliation accounts, along with user information for each change. With Deskera Books you can view the history for all changes to your transactions, from most recent to oldest, along with the user information for each change. To view

How to Generate Outstanding Purchases Good Received Report under Deskera Books?

When the goods or services that you ordered arrive, you need to check the quantities and prices against the original purchase order, and mark those items as having been received. With Deskera Books all The Outstanding Purchase of Good received are recorded for only Partial and not received goods. With

How to Generate an Outstanding Sales Fulfillment Report in Deskera Books?

This report shows fulfilment details for authorized sales orders. You can use this report to see the fulfilment status for each order fulfilled partially/pending for fulfillment. With Deskera Books, you streamline the order fulfillment process through the use of fulfillment reports. All the Outstanding Sales Fulfillment in Deskera Books

How to Create Purchase Return in Deskera Books?

Sometimes goods may be returned to supplier if they carry defects or if they are not according to the specifications of the buyer. In Deskera Books, you can create purchase return for the order/bill document that you have already received goods fully/partially. Follow the steps as mentioned to

How to Create a Sales Return in Deskera Books?

Sometimes, businesses send faulty, broken, and wrong products to their customers. At the end of the day, the customers will have to send the faulty goods back to the sellers. The sellers will either refund the customers or replace the broken product with a new item. In Deskera Books, you

How to create your own website with Deskera website builder?

With the abundance of website builder tools available in the market, designing your website has never been easier. You can create and design your website confidently without the need to master the knowledge of html and css, using Deskera website builder. Let's find out more. How can I access Deskera

How to configure Unit of Measurement in Deskera Books?

UOM stands for Unit of Measurement. So, what is UoM? UoM is a way to measure the quantity of the item that are packaged differently. Here are some examples of UoM that are commonly used: kilogramlitre dozenunithourpiecesboxmetercartonHow can I create additional UoM?Besides using the default UoM available in Deskera

How can I configure the payment term in Deskera Books?

Payment terms are used by businesses to indicate when they will receive payments from their customers on a predictable schedule. In Deskera Books, you can view five default payment terms; NET 0, NET 10, NET 15, NET 30, and NET 45. If your preferred payment term is not reflected here,
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