Download - Kpi.com All in One Accounting Solution
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Muz KarabaevCEO/FounderKpi.com – Finnet Limited+971 52 781 [email protected]
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“I wanted to bring all our information together andmake it accessible via one portal which would help us inmaintaining employee’s project work schedules as wellas maintaining the book of accounts. Kpi.com does thejob.”
– VAIVAL Technologies, Pakistani Technology/Service Firm
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THE MISSION OF KPI.COM – SIMPLY MANAGE YOUR BUSINESS
Kpi.com is a simple, low-cost ‘All-In-One’ Cloud based Business application platform. Theintegrated suite of applications has been designed to remove the necessity of investingin on-site back office administration and control systems, thereby allowing firms toconcentrate on delivering their core, value adding services to their customers.Delivering the solution via the Cloud enables management and staff to shareinformation and manage their operations regardless of location, thereby increasing theirefficiency, responsiveness and competitiveness whilst minimizing their investment inoperational overhead.
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COMPANY SUMMARY AND STATUS
Kpi.com - Finnet Limited is a privately held London based company set up by Muzaffar Karabaev. Currently has an offshore operating base in Tashkent (Uzbekistan) – total headcount is 120+ people.
Group provides Software, Application and Data and Digital Media products and services to its customer base since 2005. Major customers include Mindshare Mena, DMGT (Daily Mail Group), Asset International, EzyMedia, etc.
In 2008, Finnet started building its first product - SaaS apps, and Launched in 2010 Workfortrack ERP beta product, which was later rebranded as kpi.com ERP, with the strap line – “Simply Manage Your Business” (Registered Trademark).
So far company has over 400 active clients (about 200+ companies using kpi.com, total user base exceeds over 5,000 to date) and has core service only clients in Publishing and Digital, and web and mobile software sectors.
Goal – To become affordable cloud based simple ERP and record keeping solution for SMEs in Emerging Economies, where affordability is an issue (ie. Expensive systems such as SAP, Microsfoft Dynamics, Salesforce, etc).24
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SYSTEM PLATFORM STRUCTURE
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WHAT IS IN THE SIMPLE ERP PACKAGE?
In 2008, having realised the potential of SaaS and the Cloud, Finnet Limiteddecided to move away from a purely services model to invest in thedevelopment of a Cloud SaaS B2B product portfolio. Kpi.com's clouddelivered SaaS solution ensures that all elements of the business areconnected (live since late 2010 Commercially).
PROJECT MANAGEMENT
Kpi.com’s Projectmanagement helpsyou to control andmonitor your projectseasily. Gannt Chartsand Project Budgetsheets are part of it.
ACCOUNTING
Simple Invoicing, PO,SQ, Sales Orderworkflow, alongsidewith Ledger Books,Multi-Currency iscoming in Q2-2012.Expense Claimsystem is also part ofit.
CRM AND CASE
Lead, Opportunities,Contacts, Emails,client management isin place insidekpi.com. Take care ofclient issues with casemanagement.
HRMS
Attendance Tracking,Leave requests,everything you needto manage youremployees,Performance, Goaland Payroll can beutilized in theplatform.
CMS AND E-COMMERCE
We’ve included basicCMS and Storefrontengine inside kpi.comwith productcatalogues. Comingsoon: POS/Androidtools.
Reporting engineinside kpi.com, Excelplug in is also part ofthis. Data across thebusiness can becustomised,standardised andconsolidated throughthe tool.
REPORTING
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Email Marketing
Storefront
SYSTEM MAP
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SYSTEM MAP
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CUSTOMER MAP (Over 300 Companies, Over 7,000 Users Worldwide)
1,998North America
1,418UK
1,518 - Other parts of Europe
700Australasia
1,100Middle East
382 South America
200Africa
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671Asia
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SELECTED CUSTOMER LIST
CATENATE GROUP
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ACCOUNTING FEATURES
QuotesOrdersInvoicesTimesheet invoiceRecurring invoiceBillable expense
Sales Inventory Expenses Purchases
Inventory & non inventory itemsBill of MaterialsFIFO Inventory costingMultiple warehouse
Expense ClaimsChecksBillable expense
Purchase OrdersPurchase Invoices
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Customers and Suppliers
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Customer center
• To create new Customer account, Go to Customer Center, click
Add Customer button;
• If you click More button you may see Receive Payment, Add
Prepayment and Prepayments List;
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Add New Customer
There are Account and Address information
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Add New Customer
Enter all Currency and its method to requested box
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Receive Payment
Receive Payment – you need to select customer, amount
and dates respectively. Below select sales invoice in
order to apply the payment
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Prepayments
You can add prepayments received from your Customers
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Prepayments List
There are List of Prepayments and you may Add or edit Prepayments
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Supplier Center
There are Suppliers Informations with their name,
address, contacts and balance. You may Add Suppliers
and Pay Bill
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Add Supplier Information
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Add Supplier Information
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Pay Bill
Add payment for several purchase invoices of the selected Supplier.
Payment will be applied to the selected purchase invoices and their
status will be paid.
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Pay Bill
Add payment for several purchase invoices of the selected
Supplier. Payment will be applied to the selected purchase
invoices and their status will be paid.
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Products/Services
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Products
• To add a new product or service, you need to go to the Products/Services tab in
Accounting and click Add;
• Or, you can import your product/services list from .csv file
• If you need Stock Adjustment/Transfer, Build Assembly, add to Sales Quote and
Purchase Order Click More Button
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Creating New Product
You may choose Inventory or Non inventory Items by
Product Type
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Add Product Details
• Add Non-Inventory Item
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Add Product Details• More options
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Add Product Details• Right-hand panel
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Product View
In Product view you may Edit product, stock Transfer
and Adjustments, Sales/Purchase Invoice with
Product Comments
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More Button
More button shows you may direct to:
• Stock adjustments
• Stock Transfer
• Build Assembly
• Create Sales Quote
• Create Purchase Order
• Delete
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Adjust Stock Quantity
There are new Stock quantity adjustment you should fulfill all requested box
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Build Assembly
There are Build new Assembly window, you should
select Product with quantity and choose warehouse.
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Chart of Accounts
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Chart of Accounts is - a list of accounts that every transaction you
enter into kpi.com is ‘coded’ for management and reporting.
You can leave the Chart of Accounts as it was originally set up
when you passed getting started steps in kpi.com, or edit and
delete items from it, or add your own to suit your business.
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Chart of Accounts page
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Add Account
• For Create new
account click Add
Account Button
• Enter all
information that
asked and save
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More
You may see and choose
only your assets,
liabilities, equity or other
accounts by clicking
More button
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Action Bar
By clicking Action Bar you may see Account view, Edit Account and Account Transactions
respectively
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Account Transactions
If you choose Account Transaction you will see detail about
account such as, Date, Description, Send/Receive
information
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Bank Accounts
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Bank account
• Go to Bank Accounts from left side menu
• You may add new Bank Account
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Create new Bank Account
You should fulfill Account information
and address information respectively
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Create Bank Account
Moreover, you may enter additional information and Financial information about bank account
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Action Bar
• Edit
• View
• Spend/Receive
• Transfer/Import
• Transaction list
• Reconciliation reports
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Spending and Receiving money
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Bank Account Transaction
There are Bank Account
Transactions and Transfer money
pages
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Print Receive/Spend Money
From Spend and Receive Money view form you can print PDF version.
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Accounting Settings
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Settings
Invoice Settings
Brands
Shipping Methods
Invoice Templates
SaasuIntegration
Financial Settings
Account Numbering
Terms
Discounts
Add - ons
Numbering Settings
Tax Rates
Price Levels
Product Categories
Measurements
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Accounting Settings
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Invoice settings
Invoice settings contain the information to be
displayed on your outgoing sales invoices, incoming
purchase invoices and in project based invoices.
Following slides will describe more detailer about
Invoice Settings
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Invoice settings
In the first part, you may fulfill invoice
details such as Payment terms, Format,
Type, Converting and so on.
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Payment Due Credit Terms – The amount of days selected here is needed
to identify automatically invoice due date on your invoices. Invoice due
date can be changed while creating your invoices if different invoice due
date is needed. Your client might use the bank details for payment
purposes, e.g. for sending bank wire payments
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Automatic Number Sequencing – the unique number will be used to identify
all outgoing invoices of the company for credit tracking and bookkeeping
purposes
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There are you may add some
instructions and terms for orders
and invoices
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Your company Logo – choose the company logo file in .jpg, .jpeg, .gif, .png, .tiff
formats with maximum size of 235x58px. The logo you selected here will appear in
sales quotes, invoices, purchase orders, purchase invoices, and etc.
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FINANCIAL SETTINGS
The financial settings are essential part of Accounting and
Finance section, because every bookkeeping entry or invoice
documents will reference it when needed
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•Choose the base currency by which your company operates.
•The end of financial year for your company to prepare yearly reports
for.
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•You may add Tax ID Number and Name with its periods
•Enable / Disable Custom Tax Name in Reports
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Account Numbering
Chart of Accounts has default numbering which can be
changed in the Account Type Number Settings
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Numbering Settings
Product numbering and Fixed Asset
numbering can be found under
Numbering settings
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Tax Rates
•Tax rates are needed in order to withdraw tax rates from the accounts and sales automatically when required.
•To add a new tax rate, you should open a form by clicking on the New Tax Rate button on the Tax Rates page:
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Add New Tax Rates
•You should fulfill Tax Name and its components
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Price Level
•Price levels are changes in price that can be activated by quantity
•To add a new price level, you should open a form by clicking on the New
Price Level button on the Price Levels page
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Add/Edit Price Level
•You may change currency
and price level type;
•And also set the level will
decrease or increase;
•Select customers and Save;
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Terms
Accounting payment terms are the payment
rules imposed by suppliers on their
customers. Payment terms are imposed to ensure that payments
are received by suppliers within a reasonable
period of time. Such as Net 10, Net 15 or Net 30
days
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Discounts
•Frequently used discounts can be entered in to be recalled
quickly when writing sales invoice and quotes.
•To add new Discount click New Discount for editing click menu
bar
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New Discount
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Measurements
This is a section different types of measurement information can be
entered in to be used with Products and Services as well as in sales
invoice and quotes.
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Product Categories
Category of Products can be entered in to create variations
of that product such as color and size. This feature is also to
be used in the products and services section. For creating
new Product Category you should click Add Category;
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Add/Edit Category
Enter Name Description and Parent Category with Order respectively
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Action Bar Menu
•Edit Category
•Category Products
•Custom Fields
•Delete
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Brands
Brands are customized fields where brand information
entered in to be used when creating products and services.
You may Add new Brands and edit them
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Shipping Methods
Shipping Methods list view displays all saved shipping
methods. This is where you can view and sort these options.
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Add/Edit Shipping method
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Invoice Templates
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Add - Ons
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Overall Settings
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User Role Settings
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Permission Management Settings
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Sales QuoteSales Invoice
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Sales Quote
A sales quote allows a prospective buyer to see what costs would be involved for the products or work
they would like to have done
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Create Sales Quote
You should fill all boxes that asked and save & approve
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Sales Invoice
A Sales invoice, is a commercial document issued by a seller to a buyer, relating to a sale transaction and indicating
the products, quantities, and agreed prices for products or services the seller had provided the buyer.
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Create Sales Invoice
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More
More button:
• Recurring Invoice
• Credit Note
• Receive Payment
• Add Prepayment
• Customer Project Balance
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Add Prepayment
Enter a prepayment transaction for cash or other payments going out of or into a bank
account in advance of billing.
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Add Credit Note
• A credit note is a commercial document issued by a seller to a buyer. The seller usually issues a credit note for the same or lower amount than the invoice, and then repays the money to the buyer or sets it off against a balance due from other transactions.
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Receive Payment and Customer Project Balance
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Purchase OrderPurchase Invoice
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• A purchase order (PO) is a commercial document and first official offer issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services.
• A Purchase Invoice (PI) commercial document or bill presented to a buyer by a seller or service provider for payment within a stated time frame that indicates what has been purchased, in what amount and for what price.
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Purchase Order
Go to Accounting section select
Purchase Order from left menu
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Create new Purchase Order
• While creating new PO you should enter all information such as supplier, date and address with Item dates. Finally you approve and Save quote
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Action Bar in Purchase Order
You may see in Action Bar Summary of the PO,
Copy to PO/Quote and Purchase Invoice
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Purchase Invoice
In Accounting Section you may go to Purchase Invoice page in Menu
In Purchase Invoice page you may Add, Delete, Change Invoice dates
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Expense Claims Add-on
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Expense Claims
Expense Claim is money that an employee spends on things such as food and travel while they are doing their job, which their employer then pays back to them.
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Create new Expense Claim
• Write all entries in necessary boxes and click Submit for Approval
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Add-ons
There are four types: • Multiple warehouses• Serial number track• Landed costs• Double Tax
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Fixed Assets
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Fixed Assets
• In Accounting section you may go to Fixed Assets page
• You may Add Asset and Update Depreciation
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Action Bar
In Action Bar you may:
• View
• Edit
• Delete
• Dispose
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Add New Fixed Asset
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Thank You!