ObraLedger

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Sales

  • Invoicing and documents - Quotes, invoices, credit notes and purchase documents in one place, each one posted to your books the moment you finalize it.
  • Customers and suppliers - One record per company, holding every address, contact, price agreement and document you have exchanged with them.
  • Products and price lists - One catalog behind every quote, invoice, purchase order and stock movement, priced and categorized once instead of retyped each time.
  • Leads and the sales pipeline - Somebody who might buy, before they are a customer - captured from your website, worked through stages, and forecast at what the deal is really worth.
  • Contact history and mailings - Every call, meeting and message logged against the company it concerns, and the mailing lists you send to, with unsubscribes handled properly.
  • Your online store - A storefront your trade customers order from, where an order arrives against their account and becomes a real document rather than an email to re-key.

Money

  • Accounting and bookkeeping - Real double-entry accounting underneath everything you do, so the books are written as you work rather than caught up at quarter end.
  • Payments and getting paid - Record what arrived against the documents it settles - part payments, one payment across several invoices, and overpayments that stay visible.
  • Budgets and cost centers - A department, site or product line you can tag the ledger with, and a budget per year to measure the actual figures against.
  • Fixed assets and depreciation - Register what you own, depreciate it on a schedule that posts itself, and hand your auditor the year's movement schedule without building it by hand.

Stock

  • Stock and warehouses - Know what is on hand at each location, move stock between them, and count it without stopping the business.
  • Goods receipts - Book stock in when it physically arrives, separately from when the supplier's invoice turns up, so the shelf and the system agree on the day.
  • Manufacturing - Bills of materials that drive work orders, consuming components and receiving finished goods at what they actually cost to make.

Work

  • Projects and timesheets - Budget the work, track the hours against it, get them approved by the person paying, and turn the approved ones into an invoice without retyping anything.
  • Employees, leave and expenses - An employee register built on the people records you already have, with leave balances that add up and expense claims that reach the books.
  • Payroll - Contracts to payslips to a balanced journal to the payment, applying the rates you set up. It doesn't know your country's tax, and says so.

Platform

  • Reports and dashboards - What you see when you sign in, and the reports underneath it, built from the same journals your documents write.
  • Users, roles and companies - One login, as many companies as you work with, and an independent set of permissions in each - which is what an accountant needs and most systems refuse.
  • Connecting other systems - The webshop, the bank feed, the calendar and the e-invoicing network, connected per company and switched off completely when you stop using one.
  • Setting up your company - The handful of decisions worth ten minutes before you start - currency, fiscal year, numbering and tax treatment - and the settings you can change any time.
  • Email and your mailbox - How documents are sent, where a customer's reply goes, and the in-app mailbox that catches the messages a reply-to address would otherwise lose.
  • Getting your data in and out - Bring your customers, products and opening figures in from spreadsheets, import bank statements, and take your data out again whenever you want it.
  • Signing in and account security - Two-factor authentication, API keys, login history and the password rules you set for your company, plus what happens if you close your account.