Biz analyst – Tally On Mobile

Features

1) Outstandings: BizAnalyst mobile app lets you view all your receivables and payables at one touch. The app sends you a notification about the bills that are due on the day. You can easily share the complete outstanding of a customer and the list of bills to follow up with the customer. You can view the average payment performance and ageing analysis of customers to know delay in payments and make informed decisions about credit extensions accordingly.

2)Sales / Purchases: Get complete Sales / Purchases Reporting from wherever you are with BizAnalyst. You can browse through the voucher details, view items sold by batch/godown, share invoices through email, WhatsApp and more. It also segregates sales analysis data by Ledger Group, Stock Group, Stock Category, Stock Item etc.

3)Customer Profile: Know your customers before your plan to do further business with them. BizAnalyst lets you view the profile of customers like average sales, number of invoices, last sale date, average payment performance etc. Moreover, you can also view the entire transaction summary including sales/ purchase/receipts/payments by month, outstanding/pending sales purchase orders and more. Going ahead, you can create a sales strategy by viewing the last sale date and rate of items purchased by a customer. Additionally, you view all the invoices where you sold a certain item to that customer along with their email address, contact number, address, GSTIN etc. Lastly, you can share item sale and purchase summary of the selected ledger as PDF and EXCEL.

4)Inventory Item Profile: BizAnalyst has dived deep into how a business works to offer features that are truly useful to run a business. You can view stock item performance like last sale date, total sale quantity, last rate etc. it gets you quick access to the stock item closing value by batch and godown. Additional features include:
· Sales/Purchase by month for the selected time period
· Report of all the customers to whom you sell/purchase the item
· Item report to view all the vouchers of the selected stock item
· Share list of customers to which the selected item is being sold to/purchased from as PDF and EXCEL

5)Inactive Items / Customers: Boost your business with BizAnalyst by your side. View the list of inactive items or dormant customers to increase your business. Follow up with your customers and get them rolling or optimize your stock holding by getting rid of inactive inventory. Share a detailed report with the teams as PDF and EXCEL.

6)Notifications: BizAnalyst lets you stay updated on every move in your business. It notifies you every day about your previous day’s sales, purchase, receipts, payments etc. What better way to start your day with!

Key Reports:

1)Top Report: Treat the ones on the top! BizAnalyst lets you get reports of top customers (sales), suppliers (purchase), items sold and items purchased. Filter data by top 5, 10, 30, 50, 100 or choose custom time period. Share the reports as Excel or PDF.

2)Daybook:Managing a daybook is easier than ever. View all vouchers created during the selected time period or filter by available voucher types. Share daybook report as Excel or PDF.

3)Ledger Report:With BizAnalyst, ledger reports are in your pocket. Check opening and closing balance for selected ledger and its transactions in selected time period, till transaction details. Share report as PDF, Excel or in text format.

4)Expense Analysis:BizAnalyst understands that for a business, it is important to keep an eye on expenses. You can view direct/indirect expenses with selected time period and get reports of individual expenses, transactions and other details.

5)Sales / Purchase Order Analysis:Insights is what drives a business forward. BizAnalyst offers complete sales/purchase order reporting up till the voucher details. You can also view the items ordered by batch and godown. Share the order report through Email, WhatsApp etc.

6)Multiple companies:With BizAnalyst you can add multiple companies from your Tally ERP9. All you’ve to do is sync the list with Biz Analyst desktop application and connect with the mobile app. You can view each company’s data separately by selecting the company from the menu on the BizAnalyst mobile application.

7)Dash board:

1. Business performance / data on the go
2. Sales, purchase
3. Receipt, payment
4. Cash & bank balance
5. Accounts Receivable & Payable
6. Sales, Purchase orders
7. Filter by Date range

8)Invoice Detail:

1. Get detailed invoice
2. Share it as a Text, Pdf via WhatsApp, Email, SMS etc
3. You can also print the invoice directly from the mobile app

• Share

1. Share Invoices, Daybook, Outstandings and all Reports
2. Share Excel, PDF via WhatsApp, Email, SMS etc
3. Or you can Print via a compatible printer

9)Reports:

1. Item Wise Stock Summary, Customer & Supplier transactions for the item
2. Ledger Wise Transaction Summary, Items sold & Purchased from the party
3. Expense analysis
4. Top customers, suppliers, items sold and purchased
5. Inactive Items and Customers

• Profit & Loss

1. Know how your business has performed over selected period
2. Briefly view Direct & Indirect income & expenses

10)Multiple Users:

1. Add multiple users for a company
2. Assign permissions to user by Ledger Group, Stock Group, Voucher Type
3. Also permission to access reports and share reports
4. Grant administrator privilege for accessing everything