4 min read
Time Off & Leave Management. Complete Guide for Sm...
As a small business owner, you want to make sure that your employees are motivated, engaged and happy. One way to achieve that is to have a a transparent leave ...
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Deskera All-in-One
Books
Take care of your invoices and inventory. Dedicated dashboard for customizable reports, accounting, and finance. All the data you need in one place to make the right business decisions.
CRM
Proactively manage your prospect, customer and vendor relationships. Natively integrated with Deskera Books, add a contact and it’s easy for you and your team to make the most of the opportunity.
People
Make payroll, expenses and leave management a breeze for your organization. Spend more time on your most important asset - your people, and cut out all the administrative work that comes with it!
Business Software Designed for You
We designed Deskera to be used by small business owners across different industries. You get a ready to use, off the shelf system. And we have added multiple features like custom fields, custom pipelines and template designer should you want to tweak the system.
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- No Credit Card Required.
Books
Easy Online Accounting
Deskera Books makes managing your accounting a breeze. You focus on quotations, invoices, receipts, payments and selling your products. Deskera takes care of all accounting needed for compliance and reporting. We do the heavy lifting behind the scenes so you can focus on running your business.
Quick and Easy Setup
Just sign up for a new account with Deskera Books using your email or social authentication and half the work is done. Get preconfigured invoice templates, tax codes, chart of accounts among other things. Jump in and start creating invoices and run your business. Easily import your existing data using excel or simply connect Deskera to your existing Xero or Quickbooks account for automatic import.
Create and Email Invoices
Add and send invoices from your phone or laptop in minutes. Use our professional invoice templates or design your own . Convert your confirmed quotations and estimates to invoices in one click. Send Stripe payment link with your invoices to get paid immediately.
Beautiful, Professional Invoice Templates
Get ready to use professional and great looking templates for all transactions like invoice, quotations, orders, bills and payment receipts. Or simply build your own template in Word and upload and use that to print or email PDFs to your contacts.
Track Bills & Purchases
Record purchase orders and bills in a few clicks. Keep track of your payables and expenses in one place. Email purchase orders to your suppliers and receive goods on time to maintain optimal inventory stock.
Easily Track Dropship Orders
Create dropship orders in one click. Deskera Books allows you to quickly create dropship orders for your supplier from customer orders. All the product, quantity and delivery address fields are auto populated. You only need to update fulfillment status once the actual shipment is done and the accounting details are taken care of by Deskera.
Better Backorder Management
Get notified by Deskera Books of any shortfall in inventory while creating estimates/quotations or invoices. Create a backorder immediately in one click and get notified when you have received the goods. Fulfill all your orders on time and never fall short on inventory.
All Your Contacts in One Place
Maintain your supplier and customer list in one centralized location. Access contact details from anywhere, anytime. Track outstanding receivables and payables easily and keep your cash flow healthy.
Automate Inventory Tracking Across Warehouses
Track different type of products, including goods, services, raw materials and finished goods. Inventory movement across multiple warehouses is recorded automatically when you carry out any transaction. Get the flexibility of auto fulfillment and auto goods receipt when creating invoices and bills.
Pick Pack Ship
Get premium inventory functions like pick pack ship in Deskera Books. Conduct your entire sales and order fulfillment online. Create picking lists, pack into cartons and boxes, and ship via a carrier of your choice. Track the order shipment in real time with our Fedex and USPS tracking apps for free. Print packing and shipping labels.
Simple Bank Reconciliation
Connect your chart of accounts to your bank and get real time bank balance in your system. Use bank feeds to compare and reconcile against deposits and expenses in the system. Our intelligent reconciliation engine makes it even easier by suggesting matches based on amount, party and date.
Multi Currency Made Easy
Maintain exchange rates for over 110 currencies. Choose to get daily, weekly or monthly currency exchange updates. Create your invoices and bills in multiple currencies. Get forex gain/loss report for currency fluctuations over time.
Configurable Chart of Accounts
Deskera Books comes with preconfigured Chart of Accounts suitable for your business. All the necessary mappings are done for you so you don't have to spend any time. You can always choose to add/edit or import your own chart of accounts via a simple excel upload.
Credit & Debit Notes
Create credit and debit notes when necessary for your customers and suppliers. Apply credit and debit notes against invoices and bills in one click to knock off outstanding amounts. All the accounting entries are made automatically.
Advance Payments & Deposits
Record advance payments and deposits for your suppliers and customers in currency of your choice. Use the advances to knock off against existing or future bills and invoices.
Automatic Tax Calculations
Get accurate tax reports and know your tax liability at all times. Tax is applied automatically according to local tax rules. You can configure your own tax codes for any country, or use inbuilt tax compliances for USA, Singapore, India, Malaysia, Philippines and Indonesia (Australia, Canada and Japan coming soon).
Easy Configuration With Custom Fields
Configure your data entry fields by adding custom fields of your choice to multiple forms like invoices, bills, journal entries, contacts or products. Filter all reports, including financial reports by custom fields to get better insight into your data.
Real Time Reports
Access all reports, including financial reports online. View income statement, balance sheet, trial balance, cash flow statement, general ledger and tax reports on your phone or desktop. Get detailed insight into your sales, purchase and inventory. Splice your reports using defined custom fields.
Invite Users and Accountants
Add your team members and accountants easily. Simply enter their email and invite them to use the system. Control the access rights for team members with our simple role based access system. And you get free users too!
Auto Journal Entries
All transactional journal entries, like invoice or forex gain/loss are automatically created and mapped to the correct general ledger account for proper reporting. You can also create manual JEs if the need arises.
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- 30 days Free Trial
- No Credit Card Required.
CRM
Simple Online CRM
Let the focus be your customer. Proactively manage your sales and support processes from one system. Generate leads via email marketing and close deals with Deskera CRM. Give the best after sales support to your customers with our integrated helpdesk system.
Email Marketing Campaigns
Import email lists or create one with existing CRM contacts. Create a beautiful and conversion oriented email marketing campaign with our awesome looking email templates. Schedule your campaign and measure the success with detailed analytics on open rates and click through parameters. You can use the email campaign tool to generate more leads, keep your subscribers engaged, share important updates or to upsell your products.
All Your Contacts In One Place
Maintain all your contacts, be it businesses or individuals, in one place. Link individual contacts to their business entries to easily track people by organizations. Easily import your existing contacts. View all contact history in one place including any notes, open and closed deals, which company they work for and any current or previous email conversations.
Use Your Custom Sales Pipeline
Each business is unique. And the steps you take to close deals is different from the next business. Deskera CRM allows you to configure your custom sales pipeline in a matter of minutes. Setup your CRM sales pipeline the way you want. Make sure deals are moving across pipeline stages to closure.
Track and Close Deals
Add deals in one click to the desired sales pipeline stage. Capture deal details and have single view for all deals. Get notified if a deal is stuck for a long time. View all email conversations, notes, and files in one place for any sales deal. Focus on selling more and let Deskera CRM organize everything for you.
Retain Your Customers
Customer retention is as important as new customer acquisition. Deskera CRM lets you do both in one single application. Provide the best help and support to your customer with Deskera CRM customer service modules. Build a self-help site and knowledge base for your users in minutes. With preconfigured templates and quick setup, you can have your support site up and running with no coding required. Connect your support email with our helpdesk to receive and respond to customer queries.
Get Timely Reminders
Following up is essential for closing deals. Deskera CRM helps you to follow up effectively with your customers and prospects by activity creation linked to contacts or deals. You will receive notifications and reminders when an important activity is due. Sync with your calendar to avoid overbooking yourself and manage your schedule better.
Custom Fields & Attributes
Create and assign custom fields and attributes to deals or contacts for better tracking and reporting as per your business needs. Get the power to fully configure your CRM the way you want.
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- 30 days Free Trial
- No Credit Card Required.
HRIS
Easy Online HRIS
Designed for small businesses, Deskera HRIS helps you to run the payroll, process employee expenses, reimbursements, and improve leave management across the organization. Quick and easy setup with the option to import employees or invite them. Use our inbuilt templates or add your own for payroll components.
Process Payroll Quickly
Setup the pay schedule, and reuse any pay run from the previous periods or execute a new pay run. Change payroll component values on the fly. Get electronic payslips/paystubs and detailed payroll reports. All unpaid leaves and expense/reimbursements are added automatically from inbuilt leave and expense management modules.
Be Compliant with Statutory Regulations
Deskera HRIS helps you maintain compliance with statutory requirements. Inbuilt statutory and tax compliances for USA and Singapore, with more coming soon. Get your W-2, W-4, 1099 for USA from the HRIS system. Get CPF reports and IRAS reports for Singapore.
Configure Payroll Components
No need to spend time in setting up payroll components. We have added the most common payroll components used by small businesses, so you can be up and running immediately after you add your employees. Or create your own payroll components easily and assign to employees.
Complete Employee Management
Maintain detailed records for each employee including personnel details, payroll history, leave history, expense/reimbursement history, attendance records, payment information and compliance details. Strict role based access management gives you complete control on who can see what in the payroll system.
Better Leave & Time Off Management
Configure leave entitlement rules as per your company policy. Employees can apply for leaves and time offs via their phone or laptops and their managers get notified immediately. View leave balance online anytime, along with the leave calendar to better plan time offs and leaves.
Automatic Expense/ Reimbursement Claim Filing
Simply scan your expense receipt with your phone camera and file your expense report/ reimbursement claims. Approvers get notified and can take action from their phone or laptop immediately. Get detailed expense reports for individuals or the organization.
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- 30 days Free Trial
- No Credit Card Required.
All-in-One Features
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Awards and Recognition
Highly Rated
By Both Critics and Users
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The All in One Business Software
With Deskera, You Get
All for a Special, Exclusive Price
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Deskera All in One Business Software Saves You Time and Money
QuickBooks
FOR ACCOUNTING
SalesForce
FOR CRM
Gusto
FOR PAYROLL
Fishbowl
FOR INVENTORY
No need to remember multiple passwords or train your employees on multiple software.
You Can Get Full Fledged Accounting, Payroll, CRM and Inventory
with Deskera All In One Business Software!
With a Single Mobile App!
Deskera All In One
One business software with accounting, inventory, payroll, CRM.
Multiple Systems
Multiple vendors, messy integration, difficult for employees to learn multiple systems.
Imagine How Many Customers You Can Acquire with the $$$ Saved!
Save Money & Grow Your Business with Deskera
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- 30 days Free Trial
- No Credit Card Required.
Deskera Product Pipeline
for Small Business Owners
"You Get All Future Updates, Features & Benefits for Free if You Sign Up Today!"
Books
Deskera Store
Create Your Own Store For Free and Sell Online (Just Like Shopify, but Free)!
Books
Massive Integrations
Tap into the amazing application ecosystem built by Deskera! We are constantly adding popular applications to the existing portfolio.
Books
Fixed Assets
No accounting knowledge needed. Use Deskera Fixed Assets to manage all your assets, automate depreciation and book entries. Available for free to Deskera users.
Books
Report Engine
Convert data into information! Get all the data from different sources like accounting, inventory, sales and HR in one place and get hitherto unknown insights into your business. Create your own business dashboard to track important metrics, KPIs and outcomes.
Books
Forecasting
Identify future trends, by analyzing historical data! Forecasting can help you predict cash flow, sales, inventory levels and other KPIs and any fluctuations in advance, allowing you to be better prepared for the future! Praemonitus Praemunitus — Forewarned is Forearmed!
Books
Appstore
State of the art ecosystem with access to all the best applications from around the world! Connect anything with Deskera! You can build an app to work with Deskera, and make it available to Deskera's 300,000+ user base! Or you can connect with any of the already available integrations. All integrations are available free of cost to Deskera users!
Books
Recurring Transactions
Deskera automates your recurring revenue generation process by allowing you to raise invoices automatically at regular intervals. You can automate recurrence of invoicing, payments, expenses, payroll processing — anything! Just set it up once and let Deskera take care of it!
Books
Connect More Banks
We are constantly working to get more banks added to Deskera Books. This is in addition to the 5412 banks across 67 countries which already are available for direct connection in the system. Or you can simply upload an excel bank statement and Deskera will help you with the reconciliation.
Books
Custom Layouts for Income Statement and Balance Sheets
We have some awesome looking reports for income statement and balance sheet in the system. However we understand you may want to tweak the layout or restructure the headings. Which is why you can look forward to customization options for balance sheet and income statement in Q4 2020.
Books
Progressive and Partial Billing & Invoicing
Do progressive or partial invoicing as per your business requirements. Get paid for the work done, or as per agreement by only converting parts of the quote that need to be invoiced.
Books
Serial and Batch Number Tracking
Track your goods and items by serial number or batch number as needed. With complete support for selling, purchasing and inventory processing for serial and batch number. Keep track of serial numbers, batch numbers and expiry dates if applicable.
People
Performance Appraisal
Create an open and engaging office culture with structured performance appraisals. Deskera HRIS allows to share performance feedback regularly with your employees to ensure their development and growth over time.
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- 30 days Free Trial
- No Credit Card Required.
Deskera Has the
Best Mobile App. Period.
Deskera Mobile is an always-on mobile application
designed for the needs of today’s workforce.
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Further Reading
From our blog
4 min read
Deskera Mobile App- The Only Small Business App Yo...
The number of mobile business users is increasing every day. At Deskera, we have designed our business app by understanding the requirements of a business owner...
Run Your Business With Deskera
Why use 3 different SaaS tools, when Deskera can provide all 3 use-cases through a single software?
