Futures of our Software
HUMAN RESOURCES (HR)
At the heart of Business Manager is an HR management system that allows you to keep detailed employee records:
- Store personal and contact details along with your employee’s job title, status, start and finish dates, and more.
- Attach notes and store important files (applications, resumes, contracts, etc.) and documents directly on an employee’s record.
- Easily manage, approve, and deny leave requests submitted directly by your employees through their Business Manager accounts.
- Create performance reviews for each employee with ratings, breakdowns, and more for your employees.
CLIENT MANAGEMENT & CRM
Manage all of your clients, leads, and their staff’s contact information:
- Record the name and business details of your clients and leads.
- Assign a status to each client for a very simple CRM and sales system.
- Save an unlimited amount of contact information for each of your clients.
- Keep client notes and files (documents, contracts, etc.) for a permanent record of your interactions.
PROJECT MANAGEMENT
Business Manager has a robust project management system to help you keep your employees organized as they serve your client’s needs:
- Assign projects to employees and clients for better communication.
- Create special types and statuses to keep your projects organized.
- Track progress and timelines so everyone knows how far along your projects are and when they are due.
- Manage individual project tasks with advanced drag and drop kanban boards.
- Keep detailed notes on your project as it goes through development for all assigned employees to see.
- Store important files and documents for your project as it progresses.
DOCUMENT MANAGEMENT
Store all of your company’s frequently used documents and files:
- Upload any file type supported (images, word processor files, PDFs, etc.).
- Track changes with a built-in, simple document versioning system by recording the employee, date, and version.
- Assign documents to departments and keep detailed notes for all employees to see.
EXTENSIONS
- Asset Manager
Easily track assets and their purchase date, purchase price, warranty information, service information, location, notes, and more. - Contractors
Store multiple pieces of personal and employment information for each of your company’s contract workers. - Custom Fields
Add your own custom fields to Employees, Projects, Clients, Reviews, Leave, Documents, and other extension types.
DEPOSITS & TRANSFERS
Add deposits to and transfers between accounts and keep the balance of your bank accounts active regardless of currency. The transferred amount will automatically adjust to the account currency.
BULK EXPORT
Easy Accounting lets you export most of your accounting records like customers, vendors, revenues, payments, accounts in CSV format, which you can import later or analyze.
OPEN SOURCE
Easy Accounting is an open-source project and hosted in your space. You must be sure that data is safe, and nobody can abuse them. Open Source software provides you full privacy.
BULK IMPORT
Using bulk import, you can import customers, vendors, revenues, payments, accounts, etc., from any 3rd party application.
USER ROLES
Easy Accounting has a built-in fine-grained permissions setup. By default, it supports 2 user roles accounting manager & accountant. Control permissions to protect and simplify your management experience.
HOW DOES EASY ACCOUNTING WORK
Easy Accounting creates a new menu option called Accounting on the dashboard. Under this new menu, you will find several sub-menus titled as Dashboard, Transactions, Contacts, Payments, Revenues, Accounts, Transfers, Categories, and settings. The dashboard is dedicated to a detailed summary with highlights of the most important and recent accounting events.