Saral Accounts Setup & Reporting
Budget: ₹12,500 – ₹37,500 INR
I use Saral Accounts in a medium-sized enterprise and need the system organised so that every day’s sales and expense transactions are entered quickly and end up in the right ledgers without extra spreadsheet work. Once the data is flowing correctly I also want a reliable set of monthly reports generated straight from the software: the standard Profit & Loss plus a Balance Sheet, Cash-Flow Statement, Sales Summary and an additional “renovation” report that pulls together costs we tag to that heading.
To keep this project focused, here is what I expect from you:
• Configure or refine the daily-entry screens so staff can post both sales and expenses with minimal clicks.
• Set up any required ledgers, item masters or tags in Saral Accounts to feed the reports above.
• Create the report templates inside Saral or via its built-in Excel/CSV export feature so they can be produced with one click at month-end.
• Walk me through the workflow (video call or concise guide) so the team can keep it running after hand-over.
Acceptance criteria: after your hand-over I can post a sample day of mixed transactions and generate the four monthly statements plus the renovation report with totals that reconcile.
If you already work with Saral Accounts and know its reporting module, this should be a straightforward assignment.
To keep this project focused, here is what I expect from you:
• Configure or refine the daily-entry screens so staff can post both sales and expenses with minimal clicks.
• Set up any required ledgers, item masters or tags in Saral Accounts to feed the reports above.
• Create the report templates inside Saral or via its built-in Excel/CSV export feature so they can be produced with one click at month-end.
• Walk me through the workflow (video call or concise guide) so the team can keep it running after hand-over.
Acceptance criteria: after your hand-over I can post a sample day of mixed transactions and generate the four monthly statements plus the renovation report with totals that reconcile.
If you already work with Saral Accounts and know its reporting module, this should be a straightforward assignment.