Zubifi Documentation

Accounting, CRM, and Email Marketing

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about:accounting

Accounting Features

Zubifi offers many great features in a simple all-in-one solution designed to save you money while also simplifying some of the tasks you are likely already doing for your business. Here is a run down of the major features in the accounting and bookkeeping space that Zubifi offers to its members.

INVOICE SOFTWARE

  • Create, print, and email estimates, invoices, and sales receipts
  • Customize the look-and-feel of your documents and email messages
  • Manage products and services with advanced pricing (including per customer pricing/discounts)
  • Apply and track payment terms and due dates
  • Easily convert estimates into invoices
  • Track and Pay Sales & Use taxes
  • Create custom fields to track even more information

EXPENSES AND RECEIPTS

  • Enter and manage vendor bills & payments
  • Track overdue bills
  • Add receipts, contracts, manifests, etc. as attachments to all transactions
  • Print vendor payment checks
  • Create custom fields to track even more information

TIME TRACKING / TIMESHEETS

  • Full multi-user timesheet software
  • Set custom pricing for any combination of product, vendor and employee/user
  • Track employee efficiency through both billable and non-billable time
  • Create invoices from entered timesheets

MILEAGE

  • Create and manage trips
  • Create, manage, and assign vehicles
  • Separate business vs. personal mileage for Tax reporting
  • Auto-calculate travel distance between starting and ending locations

ACCEPT PAYPAL® PAYMENTS

  • Fully integrated with PayPal Payments
  • Include links in emails to view and pay invoices
  • Automatically saves payments into your accounting (no manual re-entry)

More information is available at www.zubifi.com

about/accounting.txt · Last modified: 2019/09/23 00:53 by admin