Sales and Purchase Fast Entry

Overview

The Sales Fast Entry and Purchase Fast Entry applications are a web-based tool designed to streamline the creation, management, and processing of invoices and payments. It allows users to dynamically add, edit, and manage invoice data, generate XML payloads for API integration, and export data in CSV format.

Using an application that allows users to create invoices and payments directly from a table offers several significant benefits compared to the traditional user interface (UI) that requires filling out separate forms for each invoice and payment.

invoice

Here are some key advantages:

  • Increased Efficiency: By enabling users to manage invoices and payments in a single table format, the application streamlines the entire process. Users can add, edit, and delete multiple invoice rows at once, significantly reducing the time spent on data entry.
  • Dynamic Management: The table format allows for dynamic management of invoice data. Users can easily see all relevant information at a glance, making it simpler to track and update invoices and payments without navigating through multiple forms.
  • Real-Time Calculations: With automatic calculations for totals, taxes, and other financial metrics integrated into the table, users can instantly see the impact of their changes. This reduces the likelihood of errors and ensures that all calculations are accurate.
  • Simplified Data Entry: Instead of switching between different forms for invoices and payments, users can enter all necessary information in one place. This not only speeds up the process but also minimizes the risk of missing critical data.
  • Enhanced Visibility: The summary statistics displayed in the application provide users with immediate insights into their invoicing and payment activities. They can quickly assess the number of invoices, payments, and other key metrics without having to generate separate reports.
  • Improved User Experience: A table-based interface is often more intuitive and user-friendly than traditional forms. Users can easily navigate through the data, making the overall experience more pleasant and less frustrating.
  • Batch Processing: Users can generate multiple invoices and payments simultaneously, which is particularly beneficial for businesses that handle a high volume of transactions. This batch processing capability can lead to significant time savings.
  • Error Reduction: The application can include validation rules that ensure all required fields are filled out before processing, reducing the chances of errors that can occur when users are manually entering data across multiple forms.

In summary, an application that facilitates invoice and payment creation from a table not only accelerates the process but also enhances accuracy, visibility, and user satisfaction, making it a valuable tool for businesses looking to optimise their financial operations.

Features

Dynamic Invoice Table:
  • Add, edit, and delete invoice rows.
  • Automatically calculate totals (e.g., transaction total, tax).
  • Manage payment-related fields dynamically.
Dropdown Integration:
  • Populate dropdowns (e.g., Customer, Supplier, GL Account, Location) with data fetched from an API.
CSV Export:
  • Export the current table data to a CSV file.
XML Generation:
  • Generate XML payloads for invoices and payments.
  • Send XML data to an external API for processing.
Summary Statistics:
  • Display the number of invoices, customers, lines, and payments.
Validation:
  • Ensure all required fields are filled before generating invoices.
  • Highlight missing fields for user correction.

Interested in adding Sales and Purchase Fast Entry

Get in touch to find out more:

More Extensions

Automation
AR Advances Import
The AR Advances Import module is designed for Sage Intacct users to automate the creation of Accounts Receivable (AR) Advances by importing data from a file. AR Advances represent prepayments or deposits received from customers before goods or services are delivered. These are recorded as liabilities until the related invoice is issued…
Read More
Power BI Connector
Our Power BI connector seamlessly integrates data sources between Power BI and Sage Intacct. The connector supports inbuilt multi-paging, allows customisation of fields and objects, and features a single point of credentials for authentication, using token-based refresh capabilities. Power BI Connector Benefits Building a Power BI connector that interfaces with…
Read More
Podfather
Podfather is a cloud-based Software-as-a-Service (SaaS) electronic Proof of Delivery (ePOD) system. It helps businesses manage operations in real-time, eliminating the problems associated with paper-based processes. It allows companies to track deliveries and streamline logistics digitally.
Read More
View All Extensions