First Published
01 March 2020
Product Category
Financial
Technology Stack
PHP CodeIgniter, HTML5, CSS3, Bootstrap3, JavaScript, jQuery, MySQL
Munance is a company management tool where admin can manage details of clients and employees, generate quotations, invoices and proforma invoices to clients, track payments received and pending, setup projects - add timeline to track development of the project.
Assign tasks to employees, generate logins to employees by filtering the permissions and chat between the employees. You can even create a group chat!!!
Generate various Reports within a date range. Lot of settings options to set Tax rates, company details, Bank details, SMTP email details and many more..
Generating Quotes, Invoices and Proformas are important things for the business. Create them, attach and send emails to the clients, share the link over chats, download and print.
Create tasks to yourself or to your team member. Set statuses for the tasks. Pending tasks will be displayed on the dashboard for easy viewing.
Set company details like name, logo, address and contact details. The address, logo and other details will appear as company details in Quotes, Invoices and others.
Gmail SMTP settings need to be configured for sending emails like sending invoices to customers. The steps to follow to generate client ID and secret is given in the settings itself.
Bank Details if set in the settings are displayed in documents like quotes, proformas and invoices to notify the customer about company's bank account number, IFSC, etc.
