Deskera Mobile Articles

Introduction to Deskera Mobile App

Desk Application: The Desk Application is everything you need to take care of business on the move. With purchase, sales, accounting, and attendance all integrated into one app; it has never been easier or simpler to make complicated transactions from the palm of your hand. Salient Features: From quotation to

What to do after I download the Deskera Mobile App?

Now that you have successfully downloaded the Deskera Mobile App, let us take a look at how you can navigate through the Welcome Screen. Launching the app for the first time will take you to the Welcome Screen, showing you quick tips on how the app works. Swipe right to

How do I manage my Deskera Mobile App profile?

Quickly access your profile by tapping on the user profile icon at the bottom right of the screen. Click on the profile icon on the bottom rightView your profile in this screen You will be directed to your Deskera App user profile, where you'll be able to view all your

How do I add my organization to Deskera Mobile App? How can I switch organizations?

As a business owner, you can add multiple organizations on the Deskera App and manage members and business module processes within those organizations. Let us look at how to add your organization to the Deskera Mobile App. On the main dashboard screen, tap on the plus icon to the top-right

How does a quotation work in Deskera Mobile App?

A quotation is a document sent to a potential customer with details of the products you intend to sell and the price and other terms apply. Businesses receive multiple quotations from different vendors and compare them to finalize the purchase. Deskera Mobile App allows you to record and manage quotations

How to add a sales invoice in Deskera Mobile App?

Organizations use sales invoices to inform customers of the amount they owe in exchange for goods or services that were sold. A sales invoice typically includes the items the customer had purchased, the quantity of items that were purchased, any discounts received, the total amount owed, and payment terms. On

How to view, edit, and delete, copy, print, Fulfill a sales invoice in Deskera Mobile App?

View Sales Invoice On the Desk Mobile dashboard, select the Invoice icon under the Business Modules section. Click on the Invoice Module You can view all the status of all your sales invoice records either in a Stats format or can view it as per the invoice status as Unpaid,

How do I receive payment against a sales invoice in Deskera Mobile App?

Receiving payment from the sales invoice has never been easier, select the invoice and tap on the receive payment option. On the Deskera Mobile dashboard, select the Sales Invoice icon under the Business Modules section. Click on the Invoice Module You will be able to view the status of all

How to track unpaid sales invoices in Deskera Mobile App?

Tracking the status of your unpaid sales invoices (SI) has never been easier with our Deskera mobile app! You can view which customer has outstanding payments to be paid to you on the go. It is also crucial to keep track of your customers’ payment status as you will be

How to add deposits in Deskera Mobile App?

Deskera Mobile App allows you to record and update all your deposits to manage your cash flow better. On the Deskera Mobile dashboard, tap on the Deposit icon under the Business Modules section to access the deposits module. Click on the Deposits Module You will see the Deposit dashboard with

How to view, edit, and delete deposits in Deskera Mobile App?

View Deposit On the Deskera Mobile dashboard, select the Deposit icon under the Business Modules section. Click on the Deposit ModuleYou will be able to view the status of all your Deposit records and sort them based on time periods.(Amount, date, and date range) The Total Deposits section displays

How to Add Expenses in Deskera Mobile App?

A business incurs various types of expenses. Deskera app allows you to record and update all your expenses to manage your cash better well. On the Deskera Mobile dashboard, tap on the Expense icon under the Business Modules section to access the expenses module. Tap on Expense Module You will

How to view, edit, and delete Expense in Deskera Mobile App?

View Expense On the Deskera Mobile dashboard, select the Expense icon under the Business Modules section. Tap on the Expense Module You will be able to view the status of all your Expense records and filter them out based on periods. Click on the expense recordIn the expenses list, you’

How do I create a Purchase Order in Deskera Mobile App?

A purchase order is a document sent to a vendor with details of the products you intend to buy, the expected price and other terms apply. It is a purchase request made from your side for the vendor’s product. Deskera Mobile App allows you to record and manage purchase

How to Add Bills Using Deskera Mobile App?

A Bill, otherwise known as a purchase invoice (PI),, is an essential and standard document used by businesses. Organizations use Bills to inform buyers of the amount they owe vendors in exchange for goods or services that were sold. A Bill typically includes the items the buyer had purchased, the

How to create an Expense Bill using Deskera Mobile App?

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. To create an expense bill, follow the steps as mentioned. Tap on the Bills ModuleSelect Expense BillGo to the main page

How can I Make Payment against a Bill using Deskera Mobile App?

Based on the Bills generated, you will be able to make payment to your vendors for the items that you have purchased. On the Deskera Mobile dashboard, select the Bills icon under the Business Modules section. Tap on Bills ModuleClick on the unpaid buttonYou can view the status of all

What are the different payment methods to record your bills payments in Deskera Mobile App?

Let’s look at how each payment mode can be implemented in detail. The Amount sent, Date sent, and the Currency for all payment methods are the same. If you wish to make the payment via Cheque, enter the Cheque reference date and reference number along with"Paid from" details

How to add products and services in Deskera Mobile App?

The Product Module serves as the directory for all the product-related information whereby you can configure and manage your products and services records conveniently. Deskera Mobile App allows you to effectively manage your products and services to facilitate seamless purchase and sales processes requiring up-to-date product information. Login to your

How can I Scan The Barcode to a Product in Deskera Mobile App?

Modern-day businesses demand greater efficiency and versatility in order to flourish. The barcode scanner is one such feature that helps in contributing to greater versatility. Adopting a barcode scanner feature, you can find your inventory data quickly and efficiently, which automatically eliminates costly mistakes. With the ability to track a

How can I add contacts on the go using Deskera Mobile App?

Every business is a legal entity, and to function, it requires the business to interact with many stakeholders. These stakeholders include customers and vendors of the business who play an integral part in the operations of any business. Hence it is essential to manage them efficiently for any business to

How to Delete Products on Deskera Mobile App?

There is no delete button available in the Product Module on Deskera Mobile App. Instead of deleting the products, users can choose to 'Delist’ their products. Delisting products means marking your products as inactive. There are two ways you can delist the products. First of all, you can delist the

How do I create new claims in Deskera Mobile App?

The employees of every company will submit their expense claims daily, if not monthly. Once they’ve submitted their expense claims, the admin of the company will take the next step of action either to approve or reject the claims. There are few different kinds of expense claims such as

How can admin approve or reject the claims in Deskera Mobile App?

As the admin of the Deskera Mobile App account, on the Expense Claim dashboard, you'll come across the 'Review Now' button and also the number of claims shown in different modes under the My Claims Report Section. Tap on review now buttonIf you are the expense claims admin, you should

How to create a new category in the Expense Claims Module using Deskera Mobile App?

There are three different categories you can see in the Expense Claims Module. The three categories you can view when filing for your claims are; Travel, Food, and Accommodation. The expense claim admin has the authority to create an additional category in this module. Tap on the setting iconCreate a

How to add users to your organization using Deskera Mobile App?

As a Company Creator, when you add your organization, you can directly add new members to your organization. These members refer to the employees in your organization. You must add your employees as members to your organization so that you can grant them the specific access to the Deskera App,

How can I create more organizations in Deskera Mobile App?

As a businessman, you would be required to manage multiple organizations at the same time. How convenient would it be if you could manage all your different organizations from the same platform, switching between organizations with just a click? Deskera Mobile App allows you to add multiple organizations to the

How to create a group chat in Deskera Mobile App?

Deskera Mobile App has the chat functionality that is similar to Whatsapp, Telegram, Facebook Messenger or any messaging app you’re currently using. Before you add your contacts in this app, make sure that your friends, employees, and even suppliers download the app and register for an account. This ensures

Update Users Role in Deskera Mobile App

To update the users' roles on Deskera Mobile App, go to the Users under the Organization Administration. In the user's display page, you should be able to view all the users you have added to the organization previously. Tap on the users you wish to update or change the roles.

Can I generate and share reports in Deskera Mobile App?

Today’s businesses require a manager to be able to generate his organization’s reports in a jiffy and communicate them with business stakeholders at any point in time. With Deskera’s mobile app, you can now generate financial reports of your company for any time period and share them

How do I create a ledger account in Deskera Mobile App?

Ledger accounts are used by businesses to record all its business transactions. It records transactions on the basis of its basic nature; assets, liability, expense, income or equity. Deskera Mobile App allows you to create ledger accounts to meet all requirements of your business and automatically generates entries for the

How can I create and view Journal Entry in Deskera Mobile App?

A journal entry is essential to all businesses as a means to record business transactions according to the accounting standards. Journal entries are used to record business transactions that always include at least one debit and credit entry into the system. To view all the accounts you have created in

How to view the Balance Sheet using Deskera Mobile App?

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. By examining the balance sheet gives the accountants, investors, or business owners insight on the

How to view Trial Balance using Deskera Mobile App?

A trial balance is a list of General Ledger accounts in which the balance of the debit and credit account are reflected as equal. A Trial Balance serves as an essential function by allowing businesses to spot discrepancies if the total of debit balances is not the same as the

How to view the Profit and Loss Report using Deskera Mobile App?

A Profit and Loss statement is a financial statement summarizing your company’s revenues, expenses incurred, the cost of goods sold as well as profits and losses during a specified period. Tap on the Profit and Loss Report View the Profit and Loss Statement You can customize this time frame

India GST: GSTR-1 and GSTR-3B Report using Deskera Mobile App

GSTR-1 is a report about the monthly return of outward supplies that shows all the business's sales transactions. The Monthly GSTR-3B Filed Report gives a user the data of all GSTR-3B returns of any particular GSTIN. A user can get real-time status updates of GSTR-3B returns filed, which are still

US Sales Tax Report in Deskera Mobile App

As a business owner, one of the primary responsibilities you should be practicing without fail is to collect and remit sales tax correctly. As we know that individual states govern sales taxes, each state can set its own sales tax due date. Most of the states would prefer the sellers

India GST: How's India GST calculated in Deskera Mobile App?

As we already know, the product classifications and place of supply will affect the GST computation. Hence, it's crucial to indicate your products' right tax rate based on the tax rate mentioned in the article for the specific products and the ship-to address. Let's go through the steps below to

India GST: How does HSN/SAC work in Deskera Mobile App?

Harmonized System of Nomenclature (HSN) is used for the classification of tracked goods systematically. HSN is a 6 digit code developed by the World Customs Organization (WCO), which is accepted worldwide. The purpose of implementing the HSN Code/SAC in GST is to make GST more systematic in India and

India GST: How do I indicate my contact's GSTIN number in Deskera Mobile App?

You can create a new contact by clicking on the "Contact” icon under the Business Module on the main dashboard on Deskera Mobile App. Indicate the contact's GSTIN In the Contact's page, click on the icon "+" at the page's top right. Fill in the fields related to the Contact such

Where can I indicate the states I have Nexus in Deskera Mobile App?

Sales taxes are not uniformly implemented all across the United States of America. The sales tax differs in each state as the implementation of sales tax is given to the individual state to govern. Hence, it makes the computation of sales tax complicated and messy. Using the Deskera Mobile App,

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

Every company has its picking, packing, and shipping strategy that suit their business model. This article will guide you on how to use the pick, pack ship feature on Deskera Mobile App. Once you click on the fulfillment button in the quote and invoice document, you can choose from three

Can I Scan The Barcode of The Products When Picking in Deskera Mobile App?

Users of Deskera Mobile App are allowed to scan the barcode of their products when picking the goods. On the Deskera Mobile App main dashboard, tap on the Pick Module. Tap on the Pick button for the products you wish to proceed to pick. Fig.1: Tap on the Barcode

How do I use the Document Template in Deskera Mobile App?

The document template is designed specifically for the organizations that wish to customize the templates according to their preferences. This functionality is available on the Deskera Mobile App that enables business owners to customize their document template based on their preferences instead of following the default template. On the main

Introduction to Deskera CRM Dashboard in Deskera Mobile App

Deskera CRM can help your organization to manage, track, and maintain the relationship with your prospects and existing customers. By accessing to Deskera CRM Dashboard, you can now view all the information about your prospects and customers at your fingertips. There's no need to search for nitty-gritty details for hours

How to Create an Activity in Deskera Sales Module?

With Deskera CRM, you can check the assigned tasks and start working on the specific tasks given to you. Proper planning and segregation of work help you to save time, improve productivity, and work efficiently. Also, you can create the upcoming activities, view tasks, update your calendar, and get your

How to edit, copy, and delete activity in Deskera CRM?

If you would like to reschedule your Activity to a different time or date, you may do so using the Deskera CRM Module (CRM) on Deskera Mobile App. Follow the below instructions on how to edit, copy, and delete Activity on Deskera CRM Module: Click on the icon to edit,

How to create a Deal in Deskera Mobile App?

A deal, also known as a lead or sales opportunity, to sell your products and services. You'll need to assign your deals to the right pipelines. Pipelines help you to track the progress for every prospect until they have successfully converted into customers. You can also forecast the sales revenue

How to edit, change, and delete a Deal in Deskera Mobile App?

Follow the instructions below to make the changes in the deal: 1. Select a Deal under the Pipeline menu. 2. You will see multiple deals you have created in different pipeline stages 3. Click on the deal in which you want to make the changes in the deal. Sales deal

How to create a contact in the CRM Module in Deskera Mobile App?

You can add your customers, vendors, contact details using the Deskera Mobile App. Recording your Contacts helps you to track your different types of contact more effectively. Follow the below steps on how to create a contact using the Deskera Mobile App. 1. Go to the “Contacts” tab and click

How to Edit, Change, Delete contact in Deskera Mobile App?

Deskera Mobile App allows you to change, delete, and edit the contact details if you wish to do it later after the creation of a contact. Follow the below steps as given below: Tap on the contextual menu 1. Click on the contact tab and select the contact which you

What are the types of visibility available in the CRM Module using the Deskera Mobile App?

Once you have signed into the Deskera Mobile App, click on the CRM Module, and select the Contact options. Here you can add all your list of contacts used only in the CRM Module. Indicate the contact's visibilityWhile creating a contact, you will come across this term visibility on the

How can buyers buy products using the Deskera Marketplace in the Mobile app?

In the previous article, you have seen how sellers can create their own shop with the help of Deskera Marketplace on Mobile app. Now let us see how can buyers buy products using the Deskera Marketplace module on Mobile app. With Deskera Mobile Marketplace Module the buyers can buy the

How to create a shop in Deskera Mobile using the marketplace module?

One of the most efficient ways of getting your products in front of this huge pool active shoppers is through the power of mobile marketplace apps. These shopping apps allow you to extend your reach to mobile users, without needing to set up a site, create your own app, or

How to add multiple warehouses in Deskera Mobile App?

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. Using the Deskera Mobile

How can I edit, deactivate, or delete the warehouse In Deskera Mobile App?

You can edit the details of the warehouses you have created on the Deskera Mobile App if required. Below mentioned are the steps Deskera users can follow to make an adjustment to the details of an existing warehouse, 1. Click on the ‘Warehouse’ icon ’under the Business Module 2. Three

How do I upgrade my plan in Deskera Mobile App?

After downloading the Deskera Mobile App, you can start by creating the 30-day free trial account. You can access to different modules in the app such as Deskera CRM, Deskera ERP, and even Deskera People during the 30-days trial. Once the trial has ended and you wish to upgrade the

How to create Debit Note using Deskera Mobile App?

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. Debit Notes are used when:

View, Edit and Delete Debit Notes from Deskera Mobile App

After the Debit Note is created, you have an option to view the list of created Debit Notes and also can Edit and Delete the created Debit Notes. Below are the steps to view, edit and delete the debit notes using Deskera Mobile App, View Debit Notes: On the Deskera

How to create a Credit Note using Deskera Mobile App?

Credit notes are official documents prepared by the supplier to be given to the purchaser. Credit Notes are used when: You as a seller Received returned/incorrect/faulty goodsOvercharged your customerYou as a buyer: Were undercharged by your supplierTo create a Credit Note using Deskera Mobile App, follow the following

View, Edit and Delete Credit Notes using Deskera Mobile App

After the Credit Note is created, you have an option to view the list of created Credit Notes and also can Edit and Delete the created Credit Notes. Below are the steps to view, edit and delete the credit notes using Deskera Mobile App, View Credit Notes: On the Deskera

How to apply-e-leaves using Deskera Mobile

Now, Deskera Mobile E-leave has the functionality that enables our users to apply their leaves by just clicking a few steps. Users can also apply different types of leaves, such as annual leave, medical leave, emergency leave, or other kinds of leaves that are applicable to their organizations. Using the

View, Edit and Delete e-leaves using Deskera Mobile App

After the leaves are applied, you can view your leaves, Edit, and Delete the applied leaves. Below are the steps to view, edit and delete the leaves using Deskera Mobile App. View Leaves Once you have applied for the leaves, on the main eLeave dashboard you can view the all

How to create a Bill of Materials in Deskera Mobile App?

A bill of materials (BOM) is a centralized source of information that lists all assemblies, sub-assemblies, parts, and raw materials needed to produce one unit of a finished product The manufacturers will gather a comprehensive list of B.O.M., then they will follow specific instructions or guidelines, to build

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

Users can now use Deskera Bookkeeping in Mobile App, which can be used by accounting firms that provide accounting, advisory, and auditing services to their clients. They may also perform wider tasks such as invoicing, paying bills, preparing tax returns, monitoring key performance indicators and providing strategic advice. This is

How to add teams to Bookkeeper in Deskera Mobile App?

After you have sign-up for an account, the next thing you have to do is to add teams in the mobile app. The team here refers to the users and.as the creator of the Bookkeeper organization, by default you will be Bookkeeper Owner, and have access to the Team

How to add new clients on Deskera Bookkeeper in Deskera Mobile App?

Once you have signed up to the Bookkeeper in Deskera Mobile App, you have to add your Client. Using the Deskera Bookkeeper mobile app, you can add clients. To add a new client, follow the steps below: 1. On the Desketa Mobile app>> Under Bookkeeper section>>

How to View Payroll on Mobile App?

To view your payroll, you need to ensure that you have set-up your payroll processes on your web account. As an owner or admin of Deskera HRIS, you need to make sure that you have set-up the pay schedule and add your employees in the system. Next, go to the

Features currently not available in iOS

These below features are not currently available on iOS device however if you wish to access them, please download our Android App or visit our website to buy subscription plan. You can use this subscription on all the devices later; iOS, Android, Web. List of Modules not available in iOS

How do I set a recurring invoice and bill document using Deskera Mobile app?

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

How to configure the financial year closing in Deskera Mobile App?

Financial year closing is typically carry out on a yearly basis. To perform the financial year closing using Deskera Mobile App, follow the steps mentioned below: Login to your account via Deskera Mobile App.In the Deskera App's home screen, click on Financial Year Log under the Accounting Module.You