digiBook Online is a cloud based billing and account management software. Its designed to slash the time you spend managing your business finances, by helping you with tasks such as: Creating estimates and invoices, Tracking sales and cash flow, Managing your customers and suppliers, Monitoring your tax and making tax return much easier, Understanding your company's performance.
2. What are the System Requirements for digiBook?
digiBook Works on any Android, Apple and Windows Desktop Devices.
3. Which digiBook plan is right for me and what is the monthly subscription cost?
There are three plans to choose from to suit your business' needs at an affordable monthly subscription. We recommend you choose the plan with the feature set that meets your business needs today, you can upgrade to a higher plan as your business grows.
4. Can I access digiBook on my mobile phone or tablet?
digiBook can be accessed from any web enabled mobile device with a web browser. The experience is optimised on any iOS device (iPad, iPhone or iPod Touch) and Android tablet or Smartphone with the digiBook Online App.
5. Can I access digiBook offline?
Yes, but you will need an internet connection to sync and update the data across devices.
6. Am I entitled to software updates/ upgrades and how do I upgrade?
Yes. One of the many benefits of cloud based software is that you're always on the latest version. Updates happen automatically and won't affect your data in the slightest. If the software has been updated, you'll see a message when you log in.
Getting Started
1. How to create and account on digiBook?
Its very simple. Just use your mobile number , add-in your GST number follow the step and your account is created that's it. You can use digiBook Until your trial period is over. After that you can choose a plan which is applicable to your business to continue using the software.
2. How to create a Product Master?
Click on the app menu bar. Click on master -> product master-> add the details of your product and click on save. You will also have a video tutorial to help you get through the flow.
3. How to create a Vendor Master?
Click on the app menu bar. Click on master -> vendor master-> add the details of your vendor and click on save. You will also have a video tutorial to help you get through the flow.
4. How to create a Ledger Master?
Click on the app menu bar. Click on master -> select under which ledger-> add the details of your sub-ledger and click on save. You will also have a video tutorial to help you get through the flow.
5. How to make a Purchase Entry?
Click on purchase register-> click on add purchase-> select the vendor-> add the invoice number-> scan or add items-> generate and print barcode-> check for the data if its correct and save.
6. How to start and close a session in sales?
A user needs to create a sales session to make a sale. This is done by pressing the camera button on the home screen-> add the daily cash in hand amount-> next-> start the sale. Once the day ends. The user needs close the session
7. How to make a Sale?
A user can make both b2b and b2c sales. Once the sales session is started the user needs to choose either b2b or b2c sale. The user will enter the name and contact number of the person for b2c sale or the GST number for b2b sale. Once done the user needs to scan or add the item which the customer has chosen. The user can modify the price as per his requirement.
Once the above steps are completed the user needs to accept the mode of payment so that the amount goes into appropriate account ledgers. Do follow our video for more information.
8. How to approve and process an end of sales session?
This step is done by a sales manager,admin or and owner. After the day end or close sale session the request is sent to the manager. He will calculate the cash, card, wallet or other modes of payment and approve it. It gets written to the appropriate ledgers for accounting
9. How to give access/ roles to your employees?
Add the basic details of the employee under the roles section. Select the option on the roles which the employee will need. That's it.
10. How to make a voucher entry?
Voucher entries are done for the entries which are outside the purchase and sales process. Check the videos for more information
11. How to check balance-sheet and profit and loss accounts?
Click on the menu bar. Choose the ledger view. Check the balance sheet and profit and loss account month wise.