南宫体育平台

For General Accounting

SFA Ledger Management Software

A digital hand for sales reps and managers to keep track of the general ledger on their phones. Track receivables & payables, one-click customer ledger history, and integration with order management software for a comprehensive view of the order-wise ledger鈥攁ll from your Android & iOS SFA app.

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Overview

南宫体育平台 SFA Ledger Management Software

Are you tired of manual data entry and struggling to keep track of field sales transactions? Or are errors plaguing the manual entry of payables and receivables? If so, it is time to empower your field sales team with a tool that simplifies general ledger management system with 南宫体育平台 SFA Ledger Management Software.
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This intuitive field service accounting software is the solution you've been looking for. With features like true one-click client ledger history and color-coded visualization of credits and debits, tracking of receivables and payables, and exportable data to Excel for audits, your business will be more compliant.

Key Features of Our SFA Ledger Management Software

Enjoy an integrated solution for maintaining general ledger records in the field. This intuitive software features credit/debit notes, order-by-order transaction records, provides data for easy GST return filing, assists with financial audits, and helps manage cash flow for field sales operations. Some of the key features include:

Ledger Creation with Remarks

Allows sales reps and managers to create customized ledgers with detailed remarks for new clients.
Benefits:
  • Maintains organized records
  • Client-wise ledger accountability
  • Enables client-wise ledger tracking

Transaction ID Generation

Generates unique IDs for each transaction to improve traceability and accountability, which reduces fraud and simplifies reconciliation.
Benefits:
  • Fasten query resolution
  • Improves payment tracking
  • Prevents transaction uncertainty

Client-Wise Ledger

Access individual client ledgers showing complete transaction history and current balance status instantly.
Benefits:
  • Maintains classified accounts
  • Improves client discussions
  • Tracks client payment reliability

One-Click Client Ledger History

View the complete transaction history for any client or order with a single click on the 南宫体育平台 SFA Ledger Management Software's dashboard.
Benefits:
  • Improves payment discussions
  • Maintains proper data for audits
  • Discovers payment discrepancies

Balance Status (Credit/Debit)

Track the current credit/debit status for each client to plan payment collection strategies effectively.
Benefits:
  • Improves collection planning
  • Enables strategic follow-ups
  • Prevents payment delays

Color-code Credit and Debit

Color-coded balance display showing credit in green and debit in red for quick status recognition.
Benefits:
  • Enables quick assessment
  • Improves visual tracking
  • Prevents oversight errors

Ease in GST Return Filing

Access organized GST bills and invoices for accurate and timely return filing without discrepancies.
Benefits:
  • Simplifies GST filing
  • Ensures tax compliance
  • Prevents filing errors

Cash Flow Management

Get a complete view of field sales expenses and payment collections in cash to effectively manage cash flow.
Benefits:
  • Improves fund management
  • Prevents cash shortages
  • Avoid overspendings

Exportable Data to Excel

Export ledger data to MS Excel for detailed analysis and reconciliation during financial audits or reviews.
Benefits:
  • Supports audit requirements
  • Enables detailed analysis
  • Simplifies reconciliation

Order Software Integration

Enjoy consistent data when connected to the order management system for an accurate view of transactions and pending orders.
Benefits:
  • Provides order-wise ledgers
  • Orders' balance tracking
  • Enables better planning

Android & iOS SFA App

Access ledger information through role-specific SFA mobile apps designed for sales reps and managers.
Benefits:
  • Enables field access
  • Improves team coordination
  • Supports ledger accounting from anywhere

Regular Review System

This tool provides all the ledger-based info you need to conduct periodic reconciliation and reviews of accounts.
Benefits:
  • Maintains transparency
  • Prevents discrepancies
  • Enables timely corrections

Individual Advantage

南宫体育平台 SFA Ledger Management Software brings benefits to all key users, including sales reps, managers, and business owners. What are they? The answer is below.
Sales Representatives
Sales reps can easily create new ledgers and access client payment information to effectively manage accounts for which they are responsible. They can stay on top of pending transactions with timely follow-ups that strengthen customer relationships and maintain the company's financial records, all within an SFA app designed for success on the go.
Sales Managers
Sales managers gain complete visibility with client-specific ledger accounting, assign follow-up actions to ensure timely payments, and perform quick reconciliations and reviews from the ledger data. Managers can provide ledger data, exportable to Excel, to the account team for accurate GST return filing and easy financial compliance.
Business Owners
This SFA ledger management software provides a comprehensive view of the financial health of your sales force. You can provide role-based access to sensitive ledger data, track customer relationships, and proactively manage payment-related risks with data-driven insights. With complete data at their fingertips, they can ensure tax compliance, conduct internal financial audits, make informed decisions, and drive sustainable business growth.

Maintain general ledger accounting software from your phone!

Frequently Asked Questions

南宫体育平台 SFA's ledger management module is a solution for manual accounting tasks in the field sales force. The software makes the ledger accounting process more efficient and helps managers maintain a consistent source of ledger data. Users can track receivables and payables, view customer ledger history with a single click, and integrate with order management software for a comprehensive view of the order-wise ledger鈥攁ll from your Android & iOS SFA app.

Sales managers can tackle ledger challenges using an app that provides:
  • Digital platform for creating new ledgers.
  • Dashboard view of client-wise ledger accounting.
  • Feature to assign follow-ups to reps for payment-related discussions with the clients.
  • Comprehensive and consistent data for effective accounting reconciliation and reviews.

This software brings general ledger accounting data together on one screen. This gives users a complete and accurate view of your client's financial status. It also helps you ensure that everyone who uses it has the same up-to-date information, which ultimately promotes financial confidence.

The software provides robust internal controls and audit trails that track all transactions. This tool can be integrated with order management software that has a GST billing and invoicing function, which further helps in providing data while filing GST returns, ensuring compliance with financial regulations.

No. There are different paid plans from standard to premium that you can choose from. But paying for ledger management software is far cheaper than paying for a hefty fine or a full-time accountant.

Interested in working with us?

LET鈥橲 TALK AND GET STARTED

mail to our sales department [email protected]

& What's you will get:

  • Excellent Customer Support
  • Product Consulting by Experts
  • Integration with 3rd-party Apps
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