Upbooks Business Management

5 min read

Introduction: #

Welcome to the official documentation for the Upbooks mobile application! This comprehensive guide will help you make the most out of our mobile app, providing detailed information on various features and functionalities.

Access to all Menus: #

business management overview

Experience seamless business management with the UpBooks mobile app, designed to optimize productivity and efficiency across all aspects of your operations.

  • Dashboard: Gain instant insights into key performance metrics and real-time data, empowering informed decision-making.
  • Client Management: Effectively manage client relationships and streamline communication for enhanced customer satisfaction.
  • Enquiry Tracking: Keep track of customer inquiries and interactions, ensuring timely responses and efficient lead management.
  • Proposal Generation: Generate professional proposals tailored to client needs, facilitating seamless negotiation and deal closure.
  • Sales Order Management: Efficiently manage sales orders from creation to fulfillment, optimizing order processing workflows.
  • Invoice Generation: Create and send invoices quickly and accurately, improving cash flow management and reducing billing cycles.
  • Credit Note Management: Handle credit notes seamlessly, ensuring accurate recording and resolution of credit-related transactions.
  • Document Management: Centralize document storage and access, promoting collaboration and ensuring data security.
  • Payment Received: Track payments received from clients, facilitating timely reconciliation and financial reporting.
  • Reports: Generate comprehensive reports to analyze business performance and identify areas for improvement, supporting strategic planning and decision-making.
  • Expense Management: Track and manage business expenses efficiently, ensuring accurate expense recording and reimbursement processes.
  • Inventory Management: Streamline inventory tracking and management processes, optimizing stock levels and minimizing supply chain disruptions.
  • Employee Management: Effectively manage employee information, schedules, and performance evaluations, fostering a productive work environment.

Customize Dashboard & Manage Organizations: #

dashboard overview

The dashboard page offers a centralized hub for managing your business activities efficiently, with seamless support for multiple organizations.

  • Multi-Organization Support: Navigate effortlessly between different organizations from a single dashboard, streamlining management tasks and facilitating a unified view of operations.
  • Important Dates Calendar: Stay organized and ahead of schedule with a built-in calendar highlighting crucial dates and events across all organizations, ensuring timely planning and execution.
  • Total Sales Dashboard: Gain insights into sales performance across various organizations with interactive dashboards, providing comprehensive analytics and visualizations for informed decision-making.
  • Amount Receivables: Monitor receivables from clients and customers across multiple organizations, enabling effective tracking and management of outstanding payments.
  • Recent Activities: Stay updated on recent activities and transactions occurring within each organization, facilitating real-time monitoring and analysis of business operations.

Centralized & Secure Document Management: #

document management overview

The documents page offers a centralized platform for managing your files and folders efficiently, providing easy access and organization of your business documents.

  • Folder and File Structure: Organize your documents into a structured folder hierarchy, allowing for intuitive navigation and categorization of files based on projects, departments, or any other classification.
  • File Upload and Management: Easily upload and manage documents within the platform, with the ability to add, edit, delete, and version control files as needed.
  • Document Sharing: Collaborate seamlessly by sharing documents with team members or external stakeholders, facilitating efficient communication and workflow collaboration.
  • Search and Retrieval: Quickly locate specific documents using powerful search functionality, saving time and ensuring easy access to relevant information.
  • Access Control: Maintain security and control over your documents with customizable access permissions, allowing you to restrict or grant access to specific users or user groups.
  • Version History: Keep track of document revisions and changes with version history tracking, ensuring transparency and accountability in document management processes.

Task and Project Management: #

task and project management overview

The task and project management page provides a robust platform for organizing and tracking projects, tasks, and team collaboration effectively.

  • Project Creation: Create and manage projects seamlessly, enabling comprehensive oversight and coordination of project activities.
  • Task Creation: Generate tasks within projects, specifying details such as task name, description, due date, assignee, reporter, priority, and more.
  • Kanban Board: Visualize project progress and task workflows with a Kanban board, allowing for easy monitoring and management of task statuses.
  • Task List: View tasks in a structured list format, featuring key details such as assignee, reporter, priority, due date, and status for efficient task tracking.
  • Task Comments: Foster collaboration and communication by adding comments to tasks, facilitating discussion, clarification, and updates within the team.
  • Task Notifications: Stay informed about task updates, assignments, and comments through real-time notifications, ensuring timely responses and action.
  • Task Analytics: Analyze task performance and project metrics using built-in analytics tools, enabling data-driven decision-making and continuous improvement.

Advanced Filtering for Lists: #

filtering overview

The filtering feature enhances usability by enabling users to refine module lists based on specific criteria, facilitating targeted data analysis and retrieval.

  • Status Filter: Filter module lists by status to focus on specific items such as active, inactive, pending, or completed.
  • Invoice Type Filter: Narrow down results by filtering based on invoice types, such as sales invoices, purchase invoices, or credit notes.
  • Date Range Filter: Specify date ranges to retrieve items created or modified within a particular timeframe, enhancing time-sensitive data retrieval.
  • Currency Filter: Filter module lists by currency to view items denominated in a specific currency, facilitating multi-currency data analysis.
  • Country Filter: Refine results by country to focus on items associated with specific geographical regions or markets.
  • Custom Fields: Utilize custom fields for additional filtering options tailored to specific business requirements, providing flexibility and adaptability.
  • Advanced Search: Access advanced search capabilities to perform complex queries and retrieve precise results based on multiple criteria.
  • Save and Load Filters: Save frequently used filter configurations for quick access and reuse, optimizing workflow efficiency.
  • Clear and Reset Filters: Clear applied filters or reset to default settings to start a new search or restore original data views.

Getting Started: #

To begin using the Upbooks mobile app, follow these simple steps:

  1. Download and install the app from the App Store (iOS) or Google Play Store (Android).
  2. Login/Signup with your Upbooks account credentials.
  3. Explore the intuitive interface and discover the powerful features at your fingertips.