Advanced Features

Advanced Features

EquiBillBook offers powerful advanced features that can help you manage complex business scenarios, automate workflows, and gain deeper insights. This guide explores the advanced features available in the system.

1. Multi-Branch Management

Manage multiple locations efficiently:

• Set up multiple branches or locations
• Track inventory separately for each branch
• Generate branch-wise reports
• Transfer stock between branches
• Manage branch-specific settings
• Control user access by branch

2. Advanced Inventory Features

Powerful inventory management capabilities:

• Multiple stock valuation methods (FIFO, Average Cost, Standard Cost)
• Multi-location stock tracking
• Item variants and attributes
• Batch and serial number tracking
• Stock aging analysis
• Low stock alerts with multiple thresholds

3. Advanced Accounting Features

Comprehensive accounting capabilities:

• Full chart of accounts with hierarchy
• Multiple account types and sub-types
• Journal entry reversal
• Multi-currency support
• Financial year management
• Advanced financial reports

4. Restaurant Module Advanced Features

Advanced restaurant management:

• Multi-floor restaurant setup
• Table booking with recurring patterns
• Kitchen Display System (KDS)
• Kitchen station management
• KOT (Kitchen Order Ticket) management
• Table QR codes for public booking
• Advanced booking and KOT reports

5. Advanced Reporting

Comprehensive reporting capabilities:

• Custom report builder
• Comparative period analysis
• Drill-down reports
• Export to multiple formats (PDF, Excel, CSV)
• Scheduled report generation
• Dashboard with custom widgets
• Real-time analytics

6. Workflow Automation

Automate business processes:

• Recurring invoice generation
• Automated payment reminders
• Scheduled report delivery
• Auto-approval workflows
• Automated stock adjustments
• Workflow rules and triggers

7. Advanced Tax Management

Comprehensive tax handling:

• Multiple tax types (CGST, SGST, IGST, UTGST, CESS)
• Tax groups and combinations
• Place of supply rules
• Reverse charge mechanism
• Tax exemption handling
• Advanced GST reports

8. User Roles and Permissions

Advanced access control:

• Custom user roles
• Granular permissions
• Module-level access control
• Field-level permissions
• Branch-specific access
• Approval workflows

9. API and Integrations

Connect with other systems:

• REST API for custom integrations
• Payment gateway integrations
• Email service integrations
• SMS gateway integrations
• Accounting software integrations
• Third-party app connections

10. Advanced Document Management

Comprehensive document handling:

• Attach multiple documents to transactions
• Document versioning
• Cloud storage integration
• Document templates
• Bulk document upload
• Document search and retrieval

11. Advanced Search and Filtering

Powerful search capabilities:

• Global search across all modules
• Advanced filters with multiple criteria
• Saved filter combinations
• Full-text search
• Search by tags and categories
• Date range filters

12. Multi-Currency Support

Handle international transactions:

• Support for multiple currencies
• Currency conversion
• Exchange rate management
• Multi-currency reports
• Currency-wise transactions

13. Advanced Payment Features

Comprehensive payment management:

• Multiple payment methods
• Partial payment handling
• Advance payment management
• Payment reconciliation
• Payment link generation
• Online payment integration

14. Advanced Inventory Tracking

Detailed inventory management:

• Stock movement history
• Stock valuation reports
• Stock aging analysis
• Fast-moving and slow-moving items
• Stock transfer tracking
• Multi-warehouse management

15. Custom Fields and Attributes

Extend system functionality:

• Add custom fields to items
• Custom attributes for customers/suppliers
• Custom transaction fields
• Flexible data structure
• Custom reporting on custom fields

16. Advanced Notification System

Comprehensive notifications:

• Email notifications
• SMS notifications
• WhatsApp notifications
• In-app notifications
• Custom notification rules
• Notification templates

17. Audit Trail and Activity Logs

Track all system activities:

• Complete audit trail
• User activity logs
• Transaction history
• Change tracking
• Compliance reporting
• Security monitoring

18. Advanced Security Features

Enterprise-level security:

• Two-factor authentication
• IP whitelisting
• Session management
• Password policies
• Data encryption
• Regular security updates

19. Data Import/Export Advanced Features

Powerful data management:

• Bulk data import
• Data validation during import
• Import templates
• Export in multiple formats
• Scheduled exports
• Data backup and restore

20. Advanced Analytics and Insights

Deep business insights:

• Sales trend analysis
• Profit margin analysis
• Customer behavior insights
• Inventory optimization suggestions
• Cash flow forecasting
• Predictive analytics

Getting Started with Advanced Features

• Review your subscription plan to see available features
• Start with features most relevant to your business
• Take advantage of training resources
• Contact support for feature-specific guidance
• Gradually adopt advanced features as needed

Best Practices for Using Advanced Features

• Understand feature requirements before enabling
• Configure settings carefully
• Test features in a test environment if available
• Train your team on new features
• Monitor feature usage and effectiveness

By leveraging these advanced features, you can take your business management to the next level, automate complex processes, and gain deeper insights into your operations.