Sales and customer records
- Invoices
- Cash receipts
- Customer files
- Customer ledgers
- Collectibles
- Sales trends
Feature inventory
The features are practical because the work is practical.
The source material points to a familiar operating stack: invoices, vouchers, purchases, journals, reports, customers, vendors, products, payroll support, inventory, payables, and printable reporting.
Purchases and supplier flow
- Purchases
- Purchase orders
- Supplier database
- Payables
- Expenses
- Disbursements
Accounting workflow
- Vouchers
- Journals
- Reports
- Categories
- Monthly reports
- Quarterly and yearly views
Inventory movement
- Product files
- Stock receipts
- Stock transfers
- Returns
- Adjustments
- Daily inventory
People and roles
- Employee records
- Payroll support
- User roles
- Private portals
- Training paths
- Implementation support
Management visibility
- Dashboards
- Printable reports
- Loss reports
- Payables
- Sales/loss review
- Decision summaries
Custom does not mean chaotic
Modules should connect cleanly instead of becoming isolated tools.
A practical SimplerBooks implementation can start with accounting, inventory, payroll, or reporting, then expand into portals, websites, dashboards, approvals, and industry-specific workflows as the business needs them.
InvoicesVouchersPurchasesJournalsInventoryPayrollReportsPortals
