Solutions uncoded

Extraction of data at EOD from remote Tally® application server containing accounts

Graphical / tabular view of financial information, such as, Sales, Gross Margin, Expenses, and Net Margin

Segregation of data based on business (cost center in Tally®), product, customer, and customer branch

View of financial information based on a selected date, week, month, quarter, or year

Comparison of financial information on a W-on-W, M-on-M, Q-on-Q, and Y-on-Y basis

Detailed list of vouchers outstanding / overdue after accounting for Credit Notes, Receipts and Journal entries

View of vouchers that are part of the collection target for the selected month

View of vouchers available as per data available in Tally® / imported files: Sales, Purchase, Collections (Direct receipts / Journal entries), Expense, Credit Note, and Debit Note

Graphical view of average collection days

Plan vs. Actuals - Set and review targets for the team on Sales / Gross Margin / Expenses / Net Margin / Avg. Collection Days

Detailed Dashboard:

• Sales / Quantity sold / Collection Target / Collections / Outstanding / Overdues based on selected period

• Pie Chart of Sales, Cost, and Expenses leading to Gross Margin and Net Margin per business

• Top Line and Bottom Line graphs for overall period for all / selected businesses

• Overall Top Line and Bottom Line numbers for the current financial year

• Top performing businesses in the current financial year based on Top Line, Bottom Line, and Collection Days

First-In-First-Out balancing of sold quantities against opening stock and purchased quantities to corroborate cost prices used for Gross Margin computation

Automatic emails every morning to Admins / Editors with information present in the dashboard

Manual file import option for Tally® XML downloaded directly from Tally®

Manual file import option for Microsoft® Excel data downloaded from any ERP or those that are manually maintained and having any custom column format

Display of Alerts / Events for key information / errors in Tally data

Display of discrepancies, which include vouchers which are incongruent as per design

Option to instantly download any table data as a Microsoft® Excel file

Easy-to-use, and intuitive design with pleasing graphics

License includes support for various authorization levels: Admin (Proprietor / CEO / CFO) / Editor (Business Heads / Managers) / Viewer (Team Members)

Separate login for each user, with restrictions based on their authorization level

Responsive application to cater to display on smaller (mobile / tablet) screens

Full privacy of data: A separate instance in the cloud (AWS) for each customer of ProMIS, for 100% data privacy