ERPGo SaaS – Product Features

Dashboard

Accounting

1. Overview

• Total Customers
• Total Vendors
• Total Invoices
• Total Bills
• Cash flow graph
• Income and Expense Graph
• Income Vs. Expense Representation
• Storage Limit Graph
• Account Balance List
• Latest Income List
• Latest Expense List
• Recent Invoices List
• Recent Bills List
• Invoices Weekly Statistics / Invoices Monthly Statistics
• Bills Weekly Statistics / Bills Monthly Statistics

2. Reports

1. Account Statement

• Export the Account Statement Summary
• Download the Account Statement Summary

2. Invoice Summary

• View the Summary Graph of invoices
• View the List of Invoices
• Download the Invoice Summary

3. Sales Report

• List of Sales by Item
• List of Sales by Customer
• Export the Sales Report
• Print the Sales Report

4. Receivables

• View the list of Customer Balances
• Receivable Summary
• View the list of Receivable Details
• View the list of Aging Summary
• View the list of Aging Details
• Print the Receivables Reports

5. Payables

• List of Vendor Balance
• List of Payable Summary
• List of Payable Details
• Print the Payable Reports

6. Bill Summary

• Summary Graph of Bills
• List of the Bills
• Download the Bill Summary

7. Product Stock

• View the list of Product Stock
• Export the Product Stock List

8. Cash Flow

• View the Monthly Cash Flow Statement
• View the Quarterly Cash Flow Statement
• Download the Cash Flow

9. Transaction

• View all the details of the transaction summary
• Export the Transaction Summary
• Download the Transaction Summary

10. Income Summary

• Report of Income Summary
• List of the Income Summary
• Download the Income Summary

11. Expense Summary

• Report of Expense Summary
• List of Expense Summary
• Download the Expense Summary

12. Income VS Expense

• Graph of Income Vs Expense Summary
• List of Income Vs Expense Summary
• Download the Income Vs Expense Summary

13. Tax Summary

• View the List of Tax Summary
• Download the list of Tax Summary

HRM

1. Overview

• Today’s not clock-in
• Event Calendar
• Staff
1. Total Staff
2. Total Employee
3. Total Clients
• Jobs
1. Total Jobs
2. Active Jobs
3. Inactive Jobs
• Training
1. Total Training
2. Total Trainers
3. Active Training
4. Done Training
• Announcement List
• Meeting Schedules

2. Reports

• Payroll
1. View the List Payroll Summary
2. Export the Payroll Summary
3. Download the Payroll Summary
• Leave
1. View the List of Leave Summary
2. Download the Leave Summary
• Monthly Attendance
1. View the List of Monthly Attendance Summary
2. Download the Monthly Attendance Summary

CRM

Overview

• Total Leads
• Total Deals
• Total Contracts
• Lead Status
• Deal Status
• Latest Contract

Reports

• Lead
• General Report
• Staff Report
• Pipelines Report
• Download Deal Report
• Deal
• General Report
• Staff Report
• Pipelines Report
• Download Deal Report

Project

• Total Projects
• Total Tasks
• Total Expenses
• Project Status
• Task Overview
• Top Due Projects
• Timesheet Logged Hours
• Top Due Tasks

POS

Overview

• Total POS for this Month
• Total POS Amount
• Total Purchase of this Month
• Total Purchase Amount

Reports

• Warehouse Report
• Purchase Daily/Monthly Report
• POS Daily/ Monthly Report
• POS Vs Purchase Report

HRM System

Employee Setup

• Import and Export the list of Employees

Payroll Setup

1. Set Salary

• Click on the view button
• Set the employee Salary on an hourly, or monthly basis
• Add the commission if you want for your employees
• Create the Saturation Deduction
• Add the Overtime Details
• Create the Allowances
• Add the Loan Details
• Add the Details of Other Payments

2. PaySlip

• View the list of payslips
• Export the list of monthly payslips
• Do the Bulk Payment if you want
• Generate the monthly Payslip

Leave Management Setup

1. Manage Leave

• Approved and Reject Leaves

2. Attendance

• Mark Attendance
• Import Attendance
• Bulk Attendance

3. Performance Setup

• Indicator
• Appraisal
• Goal Tracking

4. Training Setup

• Training Iist
• Trainer

5. Recruitment Setup

• Jobs
• Jobs Create
• Job Application
1. Archive
2. Add To Job OnBoard
3. Create Interview Schedule
• Job Candidate
• Job On-Boarding
1. Convert To Employee
• Custom Question
• Interview Schedule
• Career

6. HR Admin Setup

• Award
• Transfer
• Resignation
• Trip
• Promotion
• Complaints
• Warning
• Termination
• Announcement
• Holidays
1. Calendar View

7. Event Setup

• Calendar
• Upcoming Events

8. Meeting

• Create Meetings

9. Employees Asset Setup

• Create New Assets

9. Document Setup

• Create New Documents

10. Company Policy

• Create, Download, Preview, Edit, or Delete the Company Policies

11. HRM System Setup

• Branch
• Department
• Designation
• Leave Type
• Document Type
• Payslip Type
• Allowance Option
• Loan Option
• Deduction Option
• Goal Type
• Training Type
• Award Type
• Termination Type
• Job Category
• Job Stage
• Performance Type
• Competencies

Accounting System

Banking

• Account
• Transfer

Sales

• Customer
1. Import And Export Customers
• Estimates
1. Convert To Invoice
2. Duplicate Estimates
3. Export Estimates
• Invoice
1. Copy Invoice
2. Duplicate Invoice
3. Export Invoice
• Revenue
• Credit Notes

Purchases

• Supplier
1. Import And Export Supplier
• Bills
1. Duplicate Bills
2. Export Bills
• Expense
• Payment
• Debit Notes

Double Entry

• Chart of Accounts
• Journal Accounts
• Ledger Summary
• Balance Sheet
1. Horizontal / Vertical View
2. Export Balance Sheet
3. Print Balance Sheet
• Profit & Loss
1. Horizontal / Vertical View
2. Export Profit & Loss
3. Print Profit & Loss
• Trial Balance
1. Export Trial Balance
2. Export Balance Sheet
3. Print Trial Balance

Budget Planner

Financial Goal

Accounting Setup

Print Settings

• Proposal Print Setting
• Invoice Print Setting
• Bill Print Setting

CRM System

Leads

• Convert to Deal
• Labels
• List/Grid View

Deals

• Total Deals
• Current Month’s Total Deals
• Current Week’s Total Deals
• Last 30 Day’s Total Deals
• Initial Contact
• Qualification
• Meeting
• Close
• List/ Grid View

Form Builder

• Create new forms
• Copy the iframe link
• Convert into lead settings
• Copy the form’s link
• From Field
• View the Response of the Form
• Edit or Delete the Form

Contract

• List/Grid View
• Make a duplicate contract of an existing contract
• Download the Contract
• Preview the Contract
• Send an Email regarding the Contract
• Make a Duplicate Contract
• Edit the Contract

CRM System Setup

• Pipeline
• Lead Stages
• Deal Stages
• Sources
• Labels
• Contract Types

Project System

Projects

• Total Tasks
• Total Budget
• Total Expense
• Newsletter Templates
• Last 7 days task done
• Last 7 days’ hours spent
• Number of Members
• Number of Milestones
• Activity Log
• Attachments
• Share Project Settings
• Gantt Chart
1. Quarter Day View
2. Half Day View
3. Full Day View
4. Weekly View
5. Month
• Tracker
1. View Screenshot Images
2. Delete the Trackers
• Expense
1. List of expenses
2. Invoice
3. Expense Create
• Timesheet
1. Add task on Timesheet
2. List of Timesheets
3. Time Logged
• Bug Report
1. Kanban view of Bug Reports
2. Create New Bugs with the help of AI
• Task
1. Task Details
2. Checklist
3. Attachments
4. Activity
5. Comments

Tasks

• Kan-Ban View
• Checklist
• Attachment
• Activity
• Comments

Timesheet

• List of Timesheets

Bugs

• Comments and Files
• Kan-Ban View
• List/Grid View

Task Calendar

• Calendar of Tasks
• List of Tasks
• Local Calendar/Google Calendar

Tracker

• List of Trackers

Project Report

• Overview
• Milestone Progress
• Task Priority
• Task Status
• Hours Estimation
• Users
• Milestone
• Export the Task list

Project System Set-up

• 1. Project Task Stages
• You can Drag and Drop the Task Stages Easily.
• Bug Status
• You can Drag and Drop the Bug Status Easily.

User Management

User

• User Logs History.

Role

• Enter the Role Name
• Select the module from the given list
• Assign General Permissions to Role

Client

• Manage the Client Page by adding the clients and editing the existing information.
• Number of Deals
• Number of Projects

Product System

Product & Services

• Import and Export the Product & Services
• Add new Products.
• View the Warehouse Details.

Product Stock

• Update the quantity of the stock.

POS System

Warehouse

• Create New Warehouse
• View the Warehouse Stock Details
• Edit, and Delete them.

Purchase

• Create a Purchase by adding the required details.
• Purchase Invoice Details
• Purchase QR Code
• Product Summary
• Payment Summary
• Edit the Purchase
• Delete the Purchase

Add POS

POS

Transfer

Print Barcode

Print Settings

Support System

• Total Tickets
• Opened Tickets
• On Hold Tickets
• Closed Tickets
• List/Grid View of Support Tickets
• Download Support Ticket
• View the Support Ticket
• Reply to the Support Ticket
• Edit the Support Ticket

Zoom Meeting

• Calendar View of Meetings
• Create new Zoom Meetings

Notification Template Settings

System Settings

• Brand Settings
• System Settings
• Company Settings
• Email Settings
• Time Tracker Settings
• Payment Settings
• Zoom Settings
• Slack Settings
• Telegram Settings
• Twilio Settings
• Email Notification Settings
• Offer Letter Settings
• Joining Letter Settings
• Experience Certificate Settings
• NOC Settings
• Google Calendar Settings
• Webhook Settings

Setup Subscription Plan

• Manage and Purchase Plans

Order

• List of Orders