Time-saving Features

Time-saving Features

EquiBillBook includes numerous features designed to save you time and streamline your workflow. This guide highlights the most valuable time-saving features you should be using.

1. Quick Invoice Creation

Create invoices faster with quick entry features:

• Use quick invoice form for simple invoices
• Save customer and item favorites for quick selection
• Use recent items and customers dropdown
• Enable auto-calculation for totals and taxes
• Duplicate previous invoices for similar transactions

2. Bulk Import and Export

Handle large amounts of data efficiently:

• Import items, customers, and suppliers from Excel/CSV
• Export data for external analysis
• Use import templates for consistent formatting
• Validate data before importing
• Import transactions in bulk when supported

3. Recurring Transactions

Automate repetitive transactions:

• Set up recurring invoices for subscription customers
• Create recurring expenses for regular bills
• Schedule recurring bookings for restaurants
• Automate recurring journal entries
• Set recurrence patterns (daily, weekly, monthly, yearly)

4. Templates and Presets

Save time with pre-configured templates:

• Invoice templates for different scenarios
• Quotation templates for standard offerings
• Email templates for common communications
• Report templates with saved configurations
• Journal entry templates for recurring entries

5. Copy and Duplicate

Quickly create similar records:

• Duplicate invoices, quotations, and orders
• Copy items with similar properties
• Duplicate customer/supplier records
• Copy journal entries for similar transactions
• Use "Save and Create New" for multiple entries

6. Auto-fill and Smart Suggestions

Let the system help you enter data:

• Auto-complete for customer/supplier names
• Smart item suggestions based on history
• Auto-calculate totals, taxes, and discounts
• Remember last used prices and quantities
• Smart defaults for common fields

7. Quick Search and Filters

Find information instantly:

• Global search across all modules
• Advanced filters for complex searches
• Save frequently used filter combinations
• Quick filters for common criteria
• Search by code, name, or description

8. Batch Actions

Perform actions on multiple records at once:

• Bulk status updates
• Bulk print invoices and documents
• Bulk email sending
• Bulk export of selected records
• Bulk deletion or deactivation

9. Scheduled Reports

Automate report generation:

• Schedule reports to run automatically
• Email reports to stakeholders automatically
• Save report configurations for reuse
• Generate multiple reports in one go
• Export reports in preferred formats

10. Payment Links

Collect payments faster:

• Generate payment links instantly
• Share links via email, SMS, or WhatsApp
• Customers can pay without logging in
• Automatic payment recording
• Track payment link status

11. Mobile App Features

Work on the go with mobile features:

• Create invoices from mobile
• Record expenses instantly
• Check reports and dashboards
• Receive notifications on mobile
• Access key features anywhere, anytime

12. Email Integration

Send documents quickly:

• Email invoices directly from the system
• Send quotations via email
• Email reports to stakeholders
• Use email templates for consistency
• Track email delivery status

13. Barcode Scanning

Speed up inventory operations:

• Scan barcodes for quick item entry
• Faster stock counting
• Quick item lookup
• Reduce manual entry errors
• Speed up POS operations

14. Quick Actions Menu

Access common actions quickly:

• Quick add buttons for fast entry
• Context menus for relevant actions
• Shortcut buttons on list pages
• Action buttons on detail pages
• Keyboard shortcuts for power users

15. Dashboard Widgets

Get quick insights without navigating:

• View key metrics on dashboard
• Quick access to recent transactions
• Pending tasks and reminders
• Quick links to common features
• Customizable widget layout

16. Multi-select and Bulk Edit

Edit multiple records efficiently:

• Select multiple records at once
• Bulk edit common fields
• Update status for multiple items
• Apply changes to selected records
• Save time on repetitive edits

17. Auto-numbering

Let the system handle numbering:

• Automatic invoice numbering
• Auto-generate item codes
• Automatic account codes
• Custom numbering patterns
• No manual numbering required

18. Smart Notifications

Stay informed automatically:

• Low stock alerts
• Payment reminders
• Overdue invoice notifications
• System updates and announcements
• Customizable notification preferences

19. One-Click Actions

Common actions with single click:

• One-click invoice printing
• Quick email sending
• Instant PDF generation
• Quick status updates
• Fast approval actions

20. Integration Features

Connect with other tools:

• Payment gateway integration
• Email service integration
• SMS gateway integration
• Accounting software integration
• Third-party app connections

Tips for Maximizing Time Savings

• Explore all available features in your plan
• Set up templates and presets early
• Configure recurring transactions
• Use bulk operations whenever possible
• Leverage automation features
• Take advantage of mobile app
• Customize dashboard for quick access

By utilizing these time-saving features, you'll significantly reduce the time spent on routine tasks and focus more on growing your business.