Review of AccountGo – Accounting and Billing Tool
As a business owner, keeping track of finances and billing can be a daunting task. With AccountGo, an account management software powered by Laravel, you can streamline your revenue calculation, manage your accountancy, and make informed decisions about your business.
Overview
AccountGo is designed to simplify accounting and billing processes, making it an ideal tool for businesses of all sizes. With a user-friendly interface and features such as graphically representing various elements, you’ll be able to make decisions with ease. The software is built on Laravel, ensuring it is scalable, secure, and reliable.
What to Expect from AccountGo – Accounting and Billing Tool
With AccountGo, you can:
- Assign roles to each staff member and manage their permissions
- Manage products and services with ease
- Maintain a database of customers and vendors
- Create and send proposals with ease
- Manage transactions, invoices, and bills
- Track income and expenses
- Generate detailed reports and statements
- Export report data in CSV, Excel, and PDF formats
- Create and manage goals and assets
Salient Features of AccountGo – Accounting and Billing Tool
Some of the key features of AccountGo include:
- Customizable dashboard for easy management
- Multi-user access with permission controls
- Product and service management with inventory tracking
- Invoice and bill management with automatic updates
- Revenue management with tax calculation
- Expense management with payment tracking
- Report generation with filtering and export options
- Goal and asset management
- Cloud data storage integration
- GDPR-compliant cookie management
- Webhook and AI integration
User Experience
I have had the opportunity to test AccountGo and found it to be easy to use, even for those with limited accounting experience. The interface is clean and intuitive, making it simple to navigate and access the features you need.
Pros
- User-friendly interface
- Powerful features for managing accounting and billing
- Scalable and secure with Laravel infrastructure
- Multi-user access with permission controls
- Customizable dashboard and reporting options
Cons
- Some features may be overwhelming for small businesses with limited accounting needs
- Limited support options (text-based only)
Overall Score
I would rate AccountGo a 4.98 out of 5 stars. While there may be some limitations to the software, the powerful features and user-friendly interface make it an excellent choice for businesses of all sizes.
Conclusion
If you’re looking for a reliable and easy-to-use accounting and billing tool, AccountGo is definitely worth considering. With its comprehensive features, scalability, and security, it’s an excellent choice for businesses that want to streamline their accounting processes and make informed decisions about their financials.
Final Rating
Rating: 4.98/5
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Introduction to AccountGo - Accounting and Billing Tool
AccountGo is a powerful accounting and billing tool designed to help small to medium-sized businesses manage their financial operations efficiently. With its user-friendly interface and robust features, AccountGo simplifies the process of tracking income, expenses, and invoices, making it an essential tool for any business looking to streamline its financial management.
In this tutorial, we will guide you through the steps of setting up and using AccountGo to manage your business's accounting and billing needs. Whether you're new to accounting or have experience with financial software, this tutorial will walk you through the process of creating an account, setting up your business, and using the various features of AccountGo.
Getting Started with AccountGo
Before we dive into the tutorial, make sure you have the following:
- A computer or mobile device with an internet connection
- A valid email address
- A business name and basic information (e.g. address, phone number)
Step 1: Creating an Account
To get started with AccountGo, follow these steps:
- Go to the AccountGo website and click on the "Sign Up" button.
- Enter your business name, email address, and password. You can also choose to sign up with your Google or Facebook account.
- Click on the "Create Account" button to complete the registration process.
- Verify your email address by clicking on the link sent to your email address.
Step 2: Setting Up Your Business
Once you've created your account, you'll need to set up your business information. Follow these steps:
- Log in to your AccountGo account and click on the "Settings" icon (represented by a gear icon) in the top right corner of the dashboard.
- Click on the "Business" tab and enter your business information, including:
- Business name
- Address
- Phone number
- Tax ID number (if applicable)
- Click on the "Save" button to save your business information.
Step 3: Creating a Chart of Accounts
A chart of accounts is a list of accounts that you'll use to track your business's financial transactions. Follow these steps to create a chart of accounts:
- Log in to your AccountGo account and click on the "Settings" icon (represented by a gear icon) in the top right corner of the dashboard.
- Click on the "Chart of Accounts" tab and click on the "Create a New Chart of Accounts" button.
- Enter the account name, account type (e.g. asset, liability, equity, revenue, expense), and initial balance for each account.
- Click on the "Save" button to save your chart of accounts.
Step 4: Creating Invoices and Tracking Income
Invoices are an essential part of accounting, as they help you track income and manage your business's financial transactions. Follow these steps to create an invoice:
- Log in to your AccountGo account and click on the "Invoices" tab.
- Click on the "Create a New Invoice" button.
- Enter the customer information, invoice date, and due date.
- Add items to the invoice by clicking on the "Add Item" button and selecting the item from your chart of accounts.
- Enter the quantity and price for each item.
- Click on the "Save" button to save the invoice.
Step 5: Tracking Expenses
Tracking expenses is an important part of accounting, as it helps you manage your business's expenses and stay within budget. Follow these steps to track expenses:
- Log in to your AccountGo account and click on the "Expenses" tab.
- Click on the "Create a New Expense" button.
- Enter the expense date, category, and amount.
- Add a description for the expense.
- Click on the "Save" button to save the expense.
Step 6: Running Reports
Reports are an essential part of accounting, as they help you analyze your business's financial performance and make informed decisions. Follow these steps to run a report:
- Log in to your AccountGo account and click on the "Reports" tab.
- Select the type of report you want to run (e.g. income statement, balance sheet, cash flow statement).
- Enter the date range for the report.
- Click on the "Run Report" button to generate the report.
Conclusion
Congratulations! You've completed the tutorial on how to use AccountGo - Accounting and Billing Tool. With these steps, you should be able to set up your business, create invoices, track expenses, and run reports using AccountGo. Remember to regularly review and update your financial information to ensure accuracy and compliance with accounting standards.
Here is an example of how to configure the settings for AccountGo - Accounting and Billing Tool:
Currency Settings
currency = USD currency_symbol = $ decimal_separator =. thousand_separator =,
Date and Time Settings
date_format = Y-m-d time_format = H:i:s default_timezone = America/New_York
Database Settings
database_type = mysql database_host = localhost database_username = accountgo database_password = password database_name = accountgo
Account Settings
default_currency_account = 101 default_exchange_rate_account = 102 default_currency_symbol = $
Tax Settings
tax_rate = 0.08 tax_name = Sales Tax
Payment Gateway Settings
payment_gateway = Stripe stripe_secret_key = your_secret_key stripe_public_key = your_public_key
Invoice Settings
invoice_prefix = INV- invoice_suffix =.pdf invoice_email_template = invoice_email.html default_invoice_due_date = 30
Company Information
company_name = My Company company_address = 123 Main St, Anytown, USA company_phone = 555-555-5555 company_email = info@mycompany.com
User Settings
admin_username = admin admin_password = password
Here are the features of AccountGo - Accounting and Billing Tool:
Overview
- An account management software that facilitates ease in revenue calculation by keeping a tab on all accountancy matters of business.
- Based on Laravel, this accountancy software makes business operations smooth and convenient.
- Graphical and tabular representation of various elements helps make informed decisions for the firm.
What to expect from AccountGo - Accounting and Billing Tool
- A visually attractive dashboard to understand business activities
- Restriction on staff permissions
- Curation of various roles for users by selecting permissions on various modules
- Availability in multiple languages makes it a tool accessible on global platforms
- Settings to add currencies according to the requirement
- Double Entry: Chart of Accounts, Journal Entry, General Ledger, Balance Sheet, Trial Balance
- Creation of constants for Taxes, Payment Method, and other parameters
- Management of banking by creating accounts, making transfers, and managing transactions
- Creation of Invoices and Bills and management of revenue and payment
- Customers can pay the invoice via Stripe and PayPal
- Creation of a detailed list of products and service offerings
- Inventory Management in Invoice and Bill
- Customer/Vendor Statement Report
- Email Templates
- Added.csv export feature in report modules
- Added GDPR Cookie to make the next visit easier and more useful
- Proposal, Invoice, and Bill Modules with QR Code
- reCaptcha in Login and Reset Password Page
- Contract Module for Digital Signature
- Product Stock Report
- Integration of Cloud Data Storage like Local, AWS, and Wasabi
- Retainer Payment Module
- Customized settings options for RTL on/off, Primary Color, Sidebar, Layout
- Themes Color Setting, Transparent Layout, and Dark Layout under Theme Customizer
- Twilio Integration
- Multiple taxes
- 10 attractive PDF templates and a color palette to customize your invoice and bills
- A user-friendly RTL experience for customers using Arabic, Hebrew, and Urdu-like languages
- Built with Laravel 10
Salient Features of AccountGo - Accounting and Billing Tool
- Dashboard: Get an overview of total customers, vendors, invoices, and bills along with numeric charts for Income VS Expenses, Latest Income, and Expense.
- Assign roles to each staff: Our multi-user accounting tool allows you to assign roles to each of your staff. By managing their permissions gain control over their access to certain parameters.
- Manage your Products and Services: Manage your product and services list by assigning SKU, tax, units, categories, sales price, purchase price, and descriptions.
- Revenue Management: Record the newly generated revenue by creating new revenue. Change the source of revenue and add references. Also, you could filter the revenue based on account, customer, category, and payment methods.
- Expense: Manage Bills: Edit the existing bills by adding payments. Download, print, or Resend the Bill with a simple click. Check the status of payments and edit your payment summary.
- Payment Management: Record the newly generated expense by creating new payments. Change the categories and add references. Also, you could filter the revenue based on account, customer, category, and payment methods.
- The Dynamic Setting for Decimal Places: Updating the value on decimal places is easy to access from the System Setting.
- Display of Amount in Bill/ Invoice PDF: The user can update the vendors' bills/customers' invoices with the appropriate display of Paid, Due, and Debit/Credit Note Amount while generating the PDF.
- Budget Planner: A budget is a financial plan for a specified period to keep in check with the working capital. This feature helps to maintain the capital flow.
- Inventory Management in Invoice and Bill: Isn't it effortless to check the inventory status of each of the items you are using for your business activities?
- Customer/Vendor Statement Report: With the help of this "Customer/Vendor Statement Report" Module, you can review the filtered particulars of that customer/vendor for a certain period.
- Reports: Get a report on transactions with an easy filtering option. Download the required account statements in either PDF, CSV, or Excel format.
- New feature for export report data: Various report data like transactions, summaries, and statements can be exported as Excel, PDF, and CSV files.
- Email Templates: The email templates feature enables the user to choose from pre-defined and individualized email layouts rather than creating an entirely new email each time.
- Goal: Create goals for particular activities and assign a time frame and amount to them. Its graphical presentation on the dashboard would help in the easy achievement of these tasks.
- Asset: Manage your asset list by editing and deleting assets from the list. You can create new assets by assigning duration, descriptions, and amounts to them.
- Constant: Create the tab for constant by adding and creating tax rates, categories, Units, and Payment methods.
- Integration of Cloud Data Storage like Local, AWS, and Wasabi: Integration of Cloud Data Storage like Local, AWS, and Wasabi helps the user with the same.
- Added GDPR Cookie to make the next visit easier and more useful: The GDPR Cookie is an authenticated one that helps the users to save their personal information in the browser for future online service logins only with their permission.
- Company settings: Customize your site setting by adding the files of the logo and creating the text for the title. Create the custom settings for the company and Email address.
- Webhook: Seamlessly connect and enhance modules with a simple setup, streamlining data exchange and boosting platform capabilities.
- AI Integration: AI Integration is an advanced software program that employs artificial intelligence to perform tasks, enhancing productivity.
Changelog
- Here you can see what updates came out and did we bring new to the version. Check Changelog
Support
- Please send support request here for any issues, questions or suggestions. To save time and get quick feedback, please don't ask for support in the comments section.
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