Adding your Business Profile
First thing that comes under Business Settings is Business Profile. Business Profile is the place
where you will have to provide the details about the company and its financials.

Step 1 : Click Settings
Step 2 : Click business profile under admin
Step 3: Edit
Step 4 : Click one by one fill in the relevant details
Step 5 : Save

Adding your General Settings
This is where you will be filling details relating to payment, inventory, etc. You will have to fill
whichever is relevant to your Business.

Step 1 : Click Settings
Step 2 : Click General Settings under admin
Step 3 :Edit
Step 4 :Select Books Starting Date, Financial Year Ending Date, Default Currency,
Transaction Page Size, Settings Page Size,
Step 5 : If you enable the check box (you can edit the Job Sheet/Job Order/Manufacture
Order/Invoice/Bill/Quote/Sales Order/PO voucher number)
Step 6 : If u select the inventory based on invoice/bill (or) incoming/outgoing shipments
(as invoice/bill it automatically triggers the output from Inventory followed
by invoice/bill, if you select incoming/outgoing shipments dramatically changes
the process in inventory)
Step 7 : If u select the Maintain Inventory based on Bill wise (or) Godown
Based on your business follow.

Step 8 : If you want to add Packing List you can enable the check box
Step 9 : If u select the income flow so-> dc-> Invoice (or) so-> Invoice -> dc
(as so ->dc -> invoice it automatically triggers the output from sales order followed
by dc and get ends in invoice
if you select so -> invoice -> dc it dramatically changes the process from sales
order followed by invoice and ends in dc)
Step 10: If you want to add some additional fields in Invoice/Sales Order Quote
you can enable the check box
Step 11 : If u select the Expense flow Po -> Bill -> Grm (or) Po -> Grm -> Bill (As
Po -> Bill -> Grm Expense it automatically triggers the output from Purchase
order followed by Bill and get ends in Grm
if you select Po -> Grm -> Bill it dramatically changes the process from Expense
followed by Purchase order and ends in bill
Step 12 : Save

Module Customization
Module Customization is one of the special feature of this software. If you want to change the module
name you can edit by your own.

Step 1 : Click Settings
Step 2 : Click module customization under admin
Step 3 : Add Module Customization
Step 4 : Choose Module Customization
Step 5 : Type Display Name
Step 6 : Create

Branch Settings
This particular tab will be applicable only for companies whoever has their office in more than one
location. By maintaining separate branches you can actually know the exact income and revenue
from each branch

Step 1 : Click My reach under settings tab
Step 2 : Click Organisation name
Step 3 : Click financial Dates
Step 4 : Click Add button under branch details
Step 5 : Fill in the details
(Branch Name, Company Name, Mobile, Address Information, Tax
Information, Quote Settings, Sales Order Settings, Proforma Invoice Settings,
Purchase Order Settings, Stock Transfer Settings)
Step 6 : Click Create

User Settings
This is where you create Users & assign rights to each user depending on their job roles in the
company.

Step 1 : Click Settings.
Step 2 : Click Users under Users & Access Restriction.
Step 3 : Add Users.
Step 4 : providing Access to employees.
(Admin user may provide restricted access to employees according to their
position, Fill the username and email id).
Step 5 : Your user can access to other person records If you enable the check
box.
Step 6 : If you want to give Purchase Rights to User, you should enable the
check box.
Step 7 : If you want your user to edit price, you should enable the check box.
Step 8 : If you want to reset your user password you should enable the check
box.
Step 9 : Save.

Please use this Reset Tab to reset your account data and keep it ready for later data entries. You will
save a lot of time and efforts by pre Delete all your data in Reach and start fresh.

Step 1 : Click Settings
Step 2 : Click Users & Access Restriction under admin tab then click Reset Data
Step 3 : If you want to reset your old account data enable the needful checkbox
Step 4 : Reset data.

This particular tab you can add designation.

Step 1 : Click Settings
Step 2 : Click Users & Access Restriction under Admin tab then click
Designation
Step 3 : Click Add Designation
Step 4 : Fill the Designation details
Step 5 : Click Create
Step 6 :

All details relating to your Salesman can be created here. This serves as a Salesman database from
where you can extract every detail of your Salesman.

Step 1 : Click Settings
Step 2 : Click Users & Access Restriction under Admin tab then click
Salesman
Step 3 : Click Add Salesman
Step 4 : Fill the Salesman details
Step 5 : Click Create

Customise is one of the special feature of this software.

Step 1 : Click Settings.
Step 2 : Click customise under income tab.
Step 3 : Edit.
Step 4 : Select the Invoice Template based on your nature of Business.
Step 5 : Save.

You can directly create proforma invoice settings in 2 steps.

Step 1 : Click Settings.
Step 2 : Click Proforma invoice under income tab.
Step 3 : Click edit.
Step 4 : Enable the checkbox relevant details.
Step 5 : Click save.

You can directly create invoice settings based on your nature of Business.

Step 1 : Click Settings
Step 2 : Invoice Settings under income tab
Step 3 : Edit
Step 4 : Enable the checkbox relevant details.
(You can create additional Charges, Subtract Charges, For Invoice)
If you want Product Description, Tax, user contact , Address, Billed By to be
Printed for in invoice, Enable the checkbox.
Step 5 : Click save

This is where you can all details relating to your product category can be created here.

Step 1 : Click Settings
Step 2 : Click product Settings Under income settings tab
Then Click product category
Step 3 : Add category button
Step 4 : Fill the Product category, based on your business
Step 5 : Click save

This is where you can add product details relating to your Business can be created here. This serves
as a product database from where you can extract every detail of your product.

Step 1 : Click Settings
Step 2 : Click product Settings Under income settings tab Then Click product
Step 3 : Click add product
Step 4 : Fill the Product details based on your business
(Primary Details, Purpose Details, Vendor Details, Display Details,
Intimate Details, Accounts Category Details, Units Detail, Inventory Details,
Storage Details)
Step 5 : Click save

This is where you can import product

Step 1 : Click Settings
Step 2 : Click product Settings Under income settings tab
Then Click product
Step 3 : Click import product
Step 4 : Click Choose file & you can import the excel file
(Import excel format : Customer Code, Title, Customer Type, Name,
Company, Email, Email 2, Mobile, Phone 2, Address Line 1, Address Line 2,
Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number,
Pan Number, Cst Number, Service Tax Number, Opening Balance, Ledger,
Executive)
Step 5 : Click Import
Step 6 : Import the Product details based on your business
Step 7 : Click save

This is where you can add your product design

Brand

You can directly create your Product brand

Step 1 : Click Settings
Step 2 : Click product Settings Under Sales settings tab
Then Click Design
Step 3 : Add Design button
Step 4 : Fill the Product Design
Step 5 : Click Create

Style

Style is one of the special feature of this software. If you want to add the Product style.

Step 1 : Click Settings
Step 2 : Click product Settings Under Sales settings tab
Then Click Brand
Step 3 : Add Brand button
Step 4 : Fill the Product Brand
Step 5 : Click Create

Color

This particular tab will be applicable only for add your Product Color name, Code.

Step 1 : Click Settings
Step 2 : Click product Settings Under Sales settings tab
Then Click Brand
Step 3 : Add Brand button
Step 4 : Fill the Product Brand
Step 5 : Click Create

This is where you can segregate your customers based on their types.

Step 1 : Click Settings
Step 2 : Click product Settings, Under Sales settings tab. Then Click Discounts.
Step 3 : Add Discounts button
Step 4 : Fill the Product Discounts
Step 5 : Click Create

Step 1 : Click Settings
Step 2 : Click customer settings under income tab then click customer type
Step 3 : Add Customer type
Step 4 : Fill the Customer type based on your customer
Step 5 : Click save

Now Click Customers. All details relating to your customers can be created here. This serves as a
customer database from where you can extract every detail of your customer.

Step 1 : Click Settings
Step 2 : Click admin
Step 3 : Click customer Under customer settings tab
Step 4 : Click add customer button.
Step 5 : Fill the Customer details, Based on your customer
( Customer Address, Accounting Information )
Step 6 : Click save

This is where you can import Customer.

Step 1 : Click Settings
Step 2 : Click Income
Step 3 : Click Customer under customer settings tab
Step 4 : Click Import Customer
Step 5 : Click Choose file
Step 6 : you can import the excel file
(Import excel format : Customer Code, Title,Customer Type, Name ,
Company, Email, Email 2, Mobile, Phone 2, Address Line 1,Address Line 2,
Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number,
Pan Number, Cst Number, Service Tax Number, Opening Balance,Ledger,
Executive)
Step 7 : Fill the relevant details & Save

This is where you can create various Taxes Class relevant to your Business.

Step 1 : Click Settings
Step 2 : Click income under tax settings tab then click tax class
Step 3 : Add tax Class
Step 4 : Fill the tax class details
Step 5 : Click Create

This is where you can create various Taxes relevant to your Business. You also have the option to
edit the tax rates whenever there is a change in tax rates.

Step 1 : Click Settings Click income
Step 2 : Click tax settings under income tab then Click taxes
Step 3 : Click Add tax
Step 4 : Fill the Tax details
(Tax Name, tax class, Abbreviation, Tax Type, subtype, Tax Number, Show Tax
Number on Invoices, Ledger, Tax Rate)
Step 5 : If you want to Show Tax Number on Invoices Enable the checkbox
Step 6 : Click Create

This is where you can segregate your purchase order based on their types.

Step 1 : Click Settings
Step 2 : Click Purchase Order Settings under Expenses tab
Step 3 : Click Edit
Step 4 : Choose the relevant details
Step 5 : Click Save

All details relating to your vendors can be created here. This serves as a vendor database from
where you can extract every detail of your customer

Step 1 : Click Settings
Step 2 : Click Vendor Settings under Expenses tsb
Step 3 : Click Add Vendor
Step 4 : Fill your vendor details
Step 5 : Click Create

This is where you can import Vendor.

Step 1 : Click Settings
Step 2 : Click Vendor Settings under Expenses tsb
Step 3 : Click Import vender
Step 4 : Click Choose file & you can import the excel file
(Import excel format : Name, Vendor Type, Company, Email, Mobile,
Address Line 1, Address Line 2, City, State, Country, Pincode, Tin Number,
Service Tax Number, CST Number, PAN Number, Opening Balance, Ledger)
Step 5 : Click import
Step 6 : Fill the relevant details
Step 7 : Click save

This is where you create Users and assign rights to each user depending on their job roles in the
company.

Step 1 : Click Settings
Step 2 : Click User Access Restriction Settings under Leads
Step 3 : Click Add Executive
Step 4 : Fill the relevant details
Step 5 : Click Create

Now Click Accounts. This particular setting is where you can create various accounts head for your
Business. Our Software comes with some general heads which is used by most of the businesses.
If you want to create your own categories, you can create it as required

Step 1 : Click Settings
Step 2 : Click Accounts Settings under accounts settings
Step 3 : Click Add settings
Step 4 : Fill the relevant details
Step 5 : Click Create

This particular setting is where you can create various account Groups head for your Business
If you want to create your own categories, you can create it as required.

Step 1 : Click settings
Step 2 : Click account groups under account settings
Step 3 : Click add a group button.
Step 4 : Fill in the relevant details
Step 4 : Click create

In this particular setting you will be able to create asset, Liability, Income, Expense and bank Account
for billing purposes.

Step 1 : Click settings
Step 2 : Click ledger settings under accounts settings
Step 3 : Click add an Account button.
Step 4 : Click add account & fill the relevant details
Step 5 : Click create

In this particular setting you will be able to create asset, Liability, Income, Expense and bank Account
for billing purposes.

All you have to do is log on to www.reachaccountant.com with your username and password. After
logging into your Account, you will be automatically taken to the Dashboard screen.

How to use POS

In this particular feature you can directly create new POS Sales Bill, Repair, Payment

Step 1 : Click POS under sales tab
Step 2 : Click Sales Bill
Step 3 : Select customer name, mobile number, Address, Choose code and
add a payment detail,
Step 4 : Click Print Estimate, Save & Print bill, cheque payment,
Step 5 : If you can create new Repair, Payment.

This is where you can create/add invoice view the list of invoices made through the software with the
status and performs the necessary action like converting the invoice to PDF, Print, Update, delete
and cancel.

Step 1 : Click Invoice under Sales tab
Step 2 : Add invoice
Step 3 : Fill the invoice details
Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save

In this particular tab you will be able to, Add or Create receipt.

Step 1 : Click Receipt under sales tab
Step 2 : Click add receipt
Step 3 : Fill the receipt details
Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save
Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/
Print DC

In this particular tab you will be able to, Add or Create receipt

Step 1 : Click Receipt under sales tab
Step 2 : Click add receipt
Step 3 : Fill the receipt details
Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save
Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/
Print DC

This feature helps you to create any number of credit note as required

Step 1 : Click Credit note under sales tab
Step 2 : Click add Credit note
Step 3 : Fill the Credit note details
Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save
Step 5 : Click action button then PDF/print/email/add receipt/update

You can easily check all your reminders in a click.

Step 1 : Click reminders under leads tab
Step 2 : Click Action button Convert it to Set Reminder
FOS response, Edit remainder, Disqualify, Convert to quote, Convert to
sales order, Sms to customer.

Create Purchase Order

It helps to Create any number of Purchase order.

Step 1 : Click purchase order under purchase
Step 2 : Add purchase order
Step 3 : Fill the relevant details
Step 4 : Click save
Step 5 : View purchase order (or) Create purchase order PDF (or) Mail purchase (or) Print purchase order (or) Edit purchase order (or) Delete (or) Convert to expense (or) Duplicate po.

Using Bill function in Purchase tab

You can create any number of Bill in this tab

Step 1 : Click Bill under Purchase tab
Step 2 : Add Bill
Step 3 : Fill the relevant details
Step 4 : Click save
Step 5 : Click action button view bill (or) update bill (or) delete bill (or) add payment (or) print tag
Step 6 : Convert to Print, Excel,PDF

Adding a Payment

You can create payment in just one click with all the customer details and perform the necessary
action like Print, Mail or take PDF of it

Step 1 : Click Payment under expenses tab
Step 2 : Add Payment
Step 3 : Fill the relevant details
Step 4 : Click save

It can be used to create Debit note with all the customer details where you can save it as well as
Email, SMS and create new for your customers.

Step 1 : Click Debit note under expenses tab
Step 2 : Add debit note
Step 3 : Fill the relevant details
Step 4 : Click save
Step 5 : Click action button View (or) PDF (or) Mail (or) Print or edit (or) Add
payment (or) Delete

Journal function in Accounting

Journal function under Accounting tab you can add or delete the income as and when required.

Step 1 : Click Journal under Accounting tab
Step 2 : Click add journal
Step 3 : Fill the relevant details
Step 4 : Click Save
Step 5 : Click Action button Update journal or delete journal

Step 1 : Click Contra under Accounting tab
Step 2 : Click add contra
Step 3 : Fill the relevant details
Step 4 : Click Create
Step 4 : Click Action button Update contra or delete contra

Frequently Asked Questions

Question No.1:
How to get the product description printed in Invoice?

SOLUTION
STEP 1 : Settings
STEP 2 : Invoice Settings under income tab
STEP 3 : Edit
STEP 4 : For Invoice Settings, click the check box
STEP 5 : Then click save.
STEP 6 : Log Out.
STEP 7 : Then Login the software.

Question No.2:
How to reset the user’s password

SOLUTION
STEP 1 : Settings
STEP 2 : Click Users under Users & Access restriction in admin tab
STEP 3 : Click Add a user button.
STEP 4 : Click the check box (Do you want to reset password) and give new
Password
STEP 5 : Then click save.

Question No.3

How to get quantity option in quotation?

SOLUTION
STEP 1 : Settings
STEP 2 : Click Customise under income tab
STEP 3 : Click Edit
STEP 4 : Click corresponding product based template
STEP 5 : Then click save.

Question No.4:
How to edit Invoice/Bill/Quote/Sales order No.?

SOLUTION
STEP 1 : Settings
STEP 2 : Click General Settings under Admin tab
STEP 3 : Click Edit
STEP 4 : Click the check box
(Job sheet/Job order/Manufacture order/Invoice/Bill/Quote/Sales order/PO
number Editable)
STEP 5 : Then click save.

Question No.5:
How to check net speed if Software is slow?

SOLUTION
STEP 1 : Check your Computer Internet speed at www.speedtest.net
STEP 2 : Click Begin Test your Download speed should be minimum 2Mbps.

Question No.6:
What to do if the invoice is unable to delete?

SOLUTION
STEP 1 : Click Invoice under Income tab
STEP 2 : Click view invoice under Action tab
STEP 3 : Delete receipt under action tab.
STEP 4 : Click back
STEP 5 : Click delete invoice.

Question No.7:
How to add Additional or Subtract Charges

SOLUTION
STEP 1 : Settings
STEP 2 : Click Invoice under Income tab
STEP 3 : Click Edit
STEP 4 : In Additional Charges you can add the charges (Freight Charge,
Transport Charge, Packing Cost, Service Charge ) &In Substract Chargves you
can substract the charges (Ex: Discount Charge, Depreciation Sale).
STEP 5 : Click save.

Question No.8:
How to add logos in Invoice/PO/Quote?

SOLUTION
STEP 1 : Click Invoice under Income tab
STEP 2 : Click print DC under action button.

Question No.9:
How to give access to the user if they want tosee other User’s Records?

SOLUTION
STEP 1 : Settings
STEP 2 : click user under users & access restriction in admin tab.
STEP 3 : Action button and Update user.
STEP 4 : Enable the check the box (Allow him/her to access other person
records)
STEP 5 : Click save

Question No.10:
How to add Company Service Tax / TIN / CST No.?

SOLUTION
STEP 1 : Click My reach under settings tab.
STEP 2 : Click Organisation name.
STEP 3 : Click financial Dates.
STEP 4 : Click Update under branch details.
STEP 5 : In Tax Information you can add Service Tax / TIN / CST No.
STEP 6 : Click save.

Question No.11:
How to change the invoice Starting number ?

SOLUTION
STEP 1 : Click Reports.
STEP 2 : Click Bank Reconciliation Report under Accounting Reports.

Question No.12:
How to see the bank reconciliation report?

SOLUTION
STEP 1 : Click My reach under settings tab.
STEP 2 : Click Organisation name.
STEP 3 : Click financial Dates.
STEP 4 : Click Update under branch details.
STEP 5 : Enter Invoice Starting No. under Proforma Invoice Settings.
STEP 6 : Click save

Using Reports Function

You can see various reports in this tab. All Email Reports, Lead Reports, Repairs Reports, Income Reports, Expense Reports, Inventory Reports, Accounting Reports, Tax Reports. let’s view only the unseen Reports

This is where you will be filling details relating to payment, inventory, etc. You will have to fill whichever is relevant to your Business

Step 1 : Click Settings

Step 2 : Click General Settings under admin Step 3 :Edit

Step 4 :Select Books Starting Date, Financial Year Ending Date, Default Curren- cy, Transaction Page Size, Settings Page Size,

Step 5 : If you enable the check box (you can edit the Job Sheet/Job Order/Man- ufacture Order/Invoice/Bill/Quote/Sales Order/PO voucher number)

Step 6 : If u select the inventory based on invoice/bill (or) incoming/outgoing ship- ments (as invoice/bill it automatically triggers the output from Inventory followed by invoice/bill, if you select incoming/outgoing shipments dramatically changes the process in inventory)

Step 7 : If u select the Maintain Inventory based on Bill wise (or) Godown Based on your business follow.

Step 8 : If you want to add Packing List you can enable the check box

Step 9 : If u select the income flow so-> dc-> Invoice (or) so-> Invoice -> dc (as so ->dc -> invoice it automatically triggers the output from sales order fol- lowed by dc and get ends in invoice

if you select so -> invoice -> dc it dramatically changes the process from sales order followed by invoice and ends in dc)

Step 10: If you want to add some additional fields in Invoice/Sales Order Quote you can enable the check box

Step 11 : If u select the Expense flow Po -> Bill -> Grm (or) Po -> Grm -> Bill (As Po -> Bill -> Grm Expense it automatically triggers the output from Purchase order followed by Bill and get ends in Grm

if you select Po -> Grm -> Bill it dramatically changes the process from Expense followed by Purchase order and ends in bill

Step 12 : Save

Module Customization is one of the special feature of this software. If you want to change the module name you can edit by your own

Step 1 : Click Settings

Step 2 : Click module customization under admin Step 3 : Add Module Customization

Step 4 : Choose Module Customization Step 5 : Type Display Name Step 6 : Create

This particular tab will be applicable only for companies whoever has their office in more than one location. By maintaining separate branches you can actually know the exact income and revenue from each branch

Step 1 : Click My reach under settings tab Step 2 : Click Organisation name

Step 3 : Click financial Dates

Step 4 : Click Add button under branch details Step 5 : Fill in the details

(Branch Name, Company Name, Mobile, Address Information, Tax Information, Quote Settings, Sales Order Settings, Proforma Invoice Settings, Purchase Order Settings, Stock Transfer Settings) Step 6 : Click Create

This is where you create Users & assign rights to each user depending on their job roles in the company

Step 1 : Click Settings

Step 2 : Click Users under Users & Access Restriction

Step 3 : Add Users.

Step 4 : providing Access to employees. (Admin user    may provide restricted access to employees according to their position, Fill the username and email id

Step 5 : Your user can access to other person records If you enable the check box.

Step 6 : If you want to give Purchase Rights to User, you should                                                                                                    enable the check box.

Step 7 : If you want your user to edit price, you should enable the check box.

Step 8 : If you want to reset your user password you should enable the check box.

Step 9 : Save.

First thing that comes under Business Settings is Business Profile. Business Profile is the place where you will have to provide the details about the company and its financials

Step 1 : Click Settings

Step 2 : Click business profile under admin Step 3: Edit

Step 4 : Click one by one fill in the relevant details Step 5 : Save

Please use this Reset Tab to reset your account data and keep it ready for later data entries. You will save a lot of time and efforts by pre Delete all your data in Reach and start fresh

Step 1 : Click Settings Step 2 : Click Users & Access Restriction under admin tab then click Reset Data Step 3 : If you want to reset your old account data enable the needful checkbox Step 4 : Reset data

This particular tab you can add designation

Step 1 : Click Settings

Step 2 : Click Users & Access Restriction under Admin tab then click Designation

Step 3 : Click Add Designation Step 4 : Fill the Designation details Step 5 : Click Create

Step 6 :

All details relating to your Salesman can be created here. This serves as a Salesman database from where you can extract every detail of your Salesman

Step 1 : Click Settings

Step 2 : Click Users & Access Restriction under Admin tab then click Salesman

Step 3 : Click Add Salesman
Step 4 : Fill the Salesman details
Step 5 : Click Create

Customise is one of the special feature of this software.

Step 1 : Click Settings.

Step 2 : Click customise under income tab. Step 3 : Edit. Step 4 : Select the Invoice Template based on your nature of Business. Step 5 : Save

You can directly create proforma invoice settings in 2 steps

Step 1 : Click Settings.

Step 2 : Click Proforma invoice under income tab. Step 3 : Click edit. Step 4 : Enable the checkbox relevant details. Step 5 : Click save

You can directly create invoice settings based on your nature of Business

Step 1 : Click Settings
Step 2 : Invoice Settings under income tab
Step 3 : Edit

Step 4 : Enable the checkbox relevant details.

(You can create additional Charges, Subtract Charges, For Invoice)

If you want Product Description, Tax, user contact , Address, Billed By to be Printed for in invoice, Enable the checkbox.

Step 5 : Click save

This is where you can all details relating to your product category can be created here

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product category

Step 3 : Add category button

Step 4 : Fill the Product category, based on your business Step 5 : Click save

This is where you can add product details relating to your Business can be created here. This serves as a product database from where you can extract every detail of your product

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product Step 3 : Click add product

Step 4 : Fill the Product details based on your business

(Primary Details, Purpose Details, Vendor Details, Display Details, Intimate Details, Accounts Category Details, Units Detail, Inventory Details, Storage Details)

Step 5 : Click save

This is where you can import product

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product

Step 3 : Click import product

Step 4 : Click Choose file & you can import the excel file

(Import excel format : Customer Code, Title, Customer Type, Name, Company, Email, Email 2, Mobile, Phone 2, Address Line 1, Address Line 2, Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number, Pan Number, Cst Number, Service Tax Number, Opening Balance, Ledger, Executive)

Step 5 : Click Import

Step 6 : Import the Product details based on your business Step 7 : Click save

This is where you can add your product design

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Design

Step 3 : Add Design button Step 4 : Fill the Product Design

Step 5: Click Create

Brand

You can directly create your Product brand

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Design

Step 3 : Add Brand button Step 4 : Fill the Product Brand

Step 5: Click Create

Style

Style is one of the special feature of this software. If you want to add the Product style.

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Design

Step 3 : Add Brand button Step 4 : Fill the Product Brand

Step 5: Click Create

Color

This particular tab will be applicable only for add your Product Color name, Code.

This is where you can segregate your customers based on their types.

Step 1 : Click Settings

Step 2 : Click customer settings under income tab then click customer type Step 3 : Add Customer type

Step 4 : Fill the Customer type based on your customer Step 5 : Click save

Now Click Customers. All details relating to your customers can be created here. This serves as a customer database from where you can extract every detail of your customer

Step 1 : Click Settings Step 2 : Click admin

Step 3 : Click customer Under customer settings tab Step 4 : Click add customer button.

Step 5 : Fill the Customer details, Based on your customer ( Customer Address, Accounting Information )

Step 6 : Click save

This is where you can import Customer

Step 1 : Click Settings Step 2 : Click Income

Step 3 : Click Customer under customer settings tab Step 4 : Click Import Customer

Step 5 : Click Choose file

Step 6 : you can import the excel file

(Import excel format : Customer Code, Title,Customer Type, Name , Company, Email, Email 2, Mobile, Phone 2, Address Line 1,Address Line 2, Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number, Pan Number, Cst Number, Service Tax Number, Opening Balance,Ledger, Executive)

Step 7 : Fill the relevant details & Save

This is where you can create various Taxes Class relevant to your Business

Step 1 : Click Settings

Step 2 : Click income under tax settings tab then click tax class Step 3 : Add tax Class

Step 4 : Fill the tax class details Step 5 : Click Create

This is where you can create various Taxes relevant to your Business. You also have the option to edit the tax rates whenever there is a change in tax rates

Step 1 : Click Settings Click income

Step 2 : Click tax settings under income tab then Click taxes Step 3 : Click Add tax

Step 4 : Fill the Tax details
Tax Name, tax class, Abbreviation, Tax Type, subtype, Tax Number, Show Tax Number on Invoices, Ledger, Tax Rate)

Step 5 : If you want to Show Tax Number on Invoices Enable the checkbox Step 6 : Click Create

This is where you can segregate your purchase order based on their types

Step 1 : Click Settings

Step 2 : Click   Purchase Order Settings under Expenses tab Step 3 : Click Edit

Step 4 : Choose the relevant details Step 5 : Click Save

All details relating to your vendors can be created here. This serves as a vendor database from where you can extract every detail of your customer

Step 1 : Click Settings

Step 2 : Click Vendor Settings under Expenses tsb Step 3 : Click Add Vendor

Step 4 : Fill your vendor details Step 5 : Click Create

This is where you can import Vendor.

Step 1 : Click Settings

Step 2 : Click Vendor Settings under Expenses tsb Step 3 : Click Import vender

Step 4 : Click Choose file & you can import the excel file

(Import excel format : Name, Vendor Type, Company, Email, Mobile, Address Line 1, Address Line 2, City, State, Country, Pincode, Tin Number, Service Tax Number, CST Number, PAN Number, Opening Balance, Ledger) Step 5 : Click import

Step 6 : Fill the relevant details Step 7 : Click save

This is where you create Users and assign rights to each user depending on their job roles in the company.

Step 1 : Click Settings

Step 2 : Click User Access Restriction Settings under Leads Step 3 : Click Add Executive

Step 4 : Fill the relevant details Step 5 : Click Create

Now Click Accounts. This particular setting is where you can create various accounts head for your Business. Our Software comes with some general heads which is used by most of the businesses. If you want to create your own categories, you can create it as required.

Step 1 : Click Settings

Step 2 : Click Accounts Settings under accounts settings Step 3 : Click Add settings

Step 4 : Fill the relevant details Step 5 : Click Create

This particular setting is where you can create various account Groups head for your Business If you want to create your own categories, you can create it as required.

Step 1 : Click settings

Step 2 : Click account groups under account settings Step 3 : Click add a group button.

Step 4 : Fill in the relevant details Step 4 : Click create

In this particular setting you will be able to create asset, Liability, Income, Expense and bank Ac- count for billing purposes.

Step 1 : Click settings

Step 2 : Click ledger settings under accounts settings Step 3 : Click add an Account button.

Step 4 : Click add account & fill the relevant details Step 5 : Click create

In this particular setting you will be able to create asset, Liability, Income, Expense and bank Ac- count for billing purposes

All you have to do is log on to www.reachaccountant.com with your username and password. After logging into your Account, you will be automatically taken to the Dashboard screen

How to use POS

In this particular feature you can directly create new POS Sales Bill, Repair, Payment

Step 1 : Click   POS under sales tab
Step 2 : Click Sales Bill
Step 3 : Select customer name, mobile number, Address, Choose code and add a payment detail

Step 4 : Click Print Estimate, Save & Print bill, cheque payment, Step 5 : If you can create new Repair, Payment.

This is where you can create/add invoice view the list of invoices made through the software with the status and performs the necessary action like converting the invoice to PDF, Print, Update, delete and cancel.

Step 1 : Click Invoice under Sales tab Step 2 : Add invoice

Step 3 : Fill the invoice details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save

In this particular tab you will be able to, Add or Create receipt.

Step 1 : Click Receipt under sales tab

Step 2 : Click add receipt

Step 3 : Fill the receipt details
Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/ Print DC

In this particular tab you will be able to, Add or Create receipt

Step 1 : Click Receipt under sales tab Step 2 : Click add receipt

Step 3 : Fill the receipt details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/ Print DC

This feature helps you to create any number of credit note as required

Step 1 : Click Credit note under sales tab Step 2 : Click add Credit note

Step 3 : Fill the Credit note details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then PDF/print/email/add receipt/update.

You can easily check all your reminders in a click.

Step 1 : Click reminders under leads tab
Step 2 : Click Action button Convert it to Set Reminder
FOS response, Edit remainder, Disqualify, Convert to quote, Convert to sales order, Sms to customer

Create Purchase Order

It helps to Create any number of Purchase order.

Step 1 : Click purchase order under purchase Step 2 : Add purchase order

Step 3 : Fill the relevant details Step 4 : Click save

Step 5 : View purchase order (or) Create purchase order PDF (or) Mail pur- chase (or) Print purchase order (or) Edit purchase order (or) Delete (or) Con- vert to expense (or) Duplicate po.

Using Bill function in Purchase tab

You can create any number of Bill in this tab.

Step 1 : Click Bill under Purchase tab Step 2 : Add Bill

Step 3 : Fill the relevant details Step 4 : Click save

Step 5 : Click action button view bill (or) update bill (or) delete bill (or) add pay- ment (or) print tag

Step 6 : Convert to Print, Excel,PDF.

Adding a Payment

You can create payment in just one click with all the customer details and perform the necessary action like Print, Mail or take PDF of it.

Step 1 : Click Payment under expenses tab Step 2 : Add Payment

Step 3 : Fill the relevant details Step 4 : Click save

Debit Note function in Expenses tab

It can be used to create Debit note with all the customer details where you can save it as well as Email, SMS and create new for your customers.

Step 1 : Click Debit note under expenses tab Step 2 : Add debit note

Step 3 : Fill the relevant details Step 4 : Click save

Step 5 : Click action button View (or) PDF (or) Mail (or) Print or edit (or) Add payment (or) Delete

Journal function in Accounting

Journal function under Accounting tab you can add or delete the income as and when required

Step 1 : Click Journal under Accounting tab Step 2 : Click add journal

Step 3 : Fill the relevant details Step 4 : Click Save

Step 5 : Click Action button Update journal or delete journal

Contra function in Accounting

Contra function under Accounting tab you can add or delete the income as and when required.

Step 1 : Click Contra under Accounting tab Step 2 : Click add contra

Step 3 : Fill the relevant details Step 4 : Click Create Step 4 : Click Action button Update contra or delete contra

Using Reports Function

You can see various reports in this tab. All Email Reports, Lead Reports, Repairs Reports, Income Reports, Expense Reports, Inventory Reports, Accounting Reports, Tax Reports. let’s view only the unseen Reports

Question No.1:

How to get the product description printed in Invoice?

SOLUTION

STEP 1              : Settings

STEP 2              : Invoice Settings under income tab STEP 3              : Edit

STEP 4              : For Invoice Settings, click the check box STEP 5              : Then click save.

STEP 6              : Log Out. STEP 7           : Then Login the software

Question No.2:

How to reset the user’s password?

SOLUTION

STEP 1   : Settings

STEP 2   : Click Users under Users & Access restriction in admin tab STEP 3   : Click Add a user button.

STEP 4   : Click the check box (Do you want to reset password) and give new Password STEP 5           : Then click save

Question No.3:

How to get quantity option in quotation?

SOLUTION

STEP 1              : Settings

STEP 2              : Click Customise under income tab STEP 3              : Click Edit

STEP 4              : Click corresponding product based template STEP 5              : Then click save.

Question No.4:

How to edit Invoice/Bill/Quote/Sales order No.?

SOLUTION

STEP 1   : Settings

STEP 2   : Click General Settings under Admin tab STEP 3   : Click Edit

STEP 4   : Click the check box

(Job sheet/Job order/Manufacture order/Invoice/Bill/Quote/Sales order/PO number Editable) STEP 5           : Then click save

Question No.5:

How to check net speed if Software is slow?

SOLUTION

STEP 1   : Check your Computer Internet speed at www.speedtest.net STEP 2           : Click Begin Test your Download speed should be minimum 2Mbps.

Question No.6:

What to do if the invoice is unable to delete?

SOLUTION

STEP 1   : Click Invoice under Income tab STEP 2   : Click view invoice under Action tab STEP 3   : Delete receipt under action tab.

STEP 4   : Click back

STEP 5   : Click delete invoice.

Question No.7:

How to add Additional or Subtract Charges?

SOLUTION

STEP 1              : Settings

STEP 2              : Click Invoice under Income tab STEP 3              : Click Edit

STEP 4              : In Additional Charges you can add the charges (Freight Charge, Transport Charge, Packing Cost, Service Charge ) &In Substract Chargves you can substract the charges (Ex: Discount Charge, Depreciation Sale).

STEP 5              : Click save.

Question No.8:

How to add logos in Invoice/PO/Quote?

SOLUTION

STEP 1   : Click Invoice under Income tab STEP 2   : Click print DC under action button.

Question No.9:

How to give access to the user if they want tosee other User’s Records?

SOLUTION

STEP 1   : Settings

STEP 2   : click user under users & access restriction in admin tab. STEP 3   : Action button and Update user.

STEP 4   : Enable the check the box (Allow him/her to access other person records) STEP 5           : Click save

Question No.10:

How to add Company Service Tax / TIN / CST No.?

SOLUTION

STEP 1   : Click My reach under settings tab. STEP 2   : Click Organisation name.

STEP 3   : Click financial Dates.

STEP 4   : Click Update under branch details. STEP 5           : In Tax Information you can add Service Tax / TIN / CST No. STEP 6          : Click save

Question No.11:

How to change the invoice Starting number ?

SOLUTION

STEP 1   : Click Reports. STEP 2           : Click Bank Reconciliation Report under Accounting Reports

Question No.12:

How to see the bank reconciliation report?

STEP 1   : Click My reach under settings tab. STEP 2     : Click Organisation name.

STEP 3   : Click financial Dates.

STEP 4   : Click Update under branch details. STEP 5           : Enter Invoice Starting No. under Proforma Invoice Settings. STEP 6        : Click save

First thing that comes under Business Settings is Business Profile. Business Profile is the place where you will have to provide the details about the company and its financials.

Step 1 : Click Settings

Step 2 : Click business profile under admin Step 3: Edit

Step 4 : Click one by one fill in the relevant details Step 5 : Save

This is where you will be filling details relating to payment, inventory, etc. You will have to fill whichever is relevant to your Business

Step 1 : Click Settings

Step 2 : Click General Settings under admin Step 3 :Edit

Step 4 :Select Books Starting Date, Financial Year Ending Date, Default Curren- cy, Transaction Page Size, Settings Page Size,

Step 5 : If you enable the check box (you can edit the Job Sheet/Job Order/Man- ufacture Order/Invoice/Bill/Quote/Sales Order/PO voucher number)

Step 6 : If u select the inventory based on invoice/bill (or) incoming/outgoing ship- ments (as invoice/bill it automatically triggers the output from Inventory followed by invoice/bill, if you select incoming/outgoing shipments dramatically changes the process in inventory) Step 7 : If u select the Maintain Inventory based on Bill wise (or) Godown Based on your business follow

Step 8 : If you want to add Packing List you can enable the check box

Step 9 : If u select the income flow so-> dc-> Invoice (or) so-> Invoice -> dc (as so ->dc -> invoice it automatically triggers the output from sales order fol- lowed by dc and get ends in invoice

if you select so -> invoice -> dc it dramatically changes the process from sales order followed by invoice and ends in dc)

Step 10: If you want to add some additional fields in Invoice/Sales Order Quote you can enable the check box

Step 11 : If u select the Expense flow Po -> Bill -> Grm (or) Po -> Grm -> Bill (As Po -> Bill -> Grm Expense it automatically triggers the output from Purchase order followed by Bill and get ends in Grm

if you select Po -> Grm -> Bill it dramatically changes the process from Expense followed by Purchase order and ends in bill

Step 12 : Save

Module Customization is one of the special feature of this software. If you want to change the module name you can edit by your own.

Step 1 : Click Settings

Step 2 : Click module customization under admin Step 3 : Add Module Customization

Step 4 : Choose Module Customization Step 5 : Type Display Name Step 6 : Create

particular tab will be applicable only for companies whoever has their office in more than one location. By maintaining separate branches you can actually know the exact income and revenue from each branch.

Step 1 : Click My reach under settings tab Step 2 : Click Organisation name

Step 3 : Click financial Dates

Step 4 : Click Add button under branch details Step 5 : Fill in the details

(Branch Name, Company Name, Mobile, Address Information, Tax Information, Quote Settings, Sales Order Settings, Proforma Invoice Settings, Purchase Order Settings, Stock Transfer Settings) Step 6 : Click Create

This is where you create Users & assign rights to each user depending on their job roles in the company.

Step 1 : Click Settings

Step 2 : Click Users under Users & Access Restriction. Step 3 : Add Users.

Step 4 : providing Access to employees.

(Admin user                     may provide restricted access to employees according to their position, Fill the username and email id).

Step 5 : Your user can access to other person records If you enable the check box.

Step 6 : If you want to give Purchase Rights to User, you should                                                                                                    enable the check box.

Step 7 : If you want your user to edit price, you should enable the check box.

Step 8 : If you want to reset your user password you should enable the check box.

Step 9 : Save.

This particular tab you can add designation.

Step 1 : Click Settings

Step 2 : Click Users & Access Restriction under Admin tab then click Designation

Step 3 : Click Add Designation Step 4 : Fill the Designation details Step 5 : Click Create

Step 6 :

All details relating to your Salesman can be created here. This serves as a Salesman database from where you can extract every detail of your Salesman.

Step 1 : Click Settings

Step 2 : Click Users & Access Restriction under Admin tab then click Salesman

Step 3 : Click Add Salesman Step 4 : Fill the Salesman details Step 5 : Click Create

Customise is one of the special feature of this software.

Step 1 : Click Settings.

Step 2 : Click customise under income tab. Step 3 : Edit. Step 4 : Select the Invoice Template based on your nature of Business. Step 5 : Save

You can directly create proforma invoice settings in 2 steps.

Step 1 : Click Settings.

Step 2 : Click Proforma invoice under income tab. Step 3 : Click edit. Step 4 : Enable the checkbox relevant details. Step 5 : Click save

You can directly create invoice settings based on your nature of Business

Step 1 : Click Settings

Step 2 : Invoice Settings under income tab Step 3 : Edit

Step 4 : Enable the checkbox relevant details.

(You can create additional Charges, Subtract Charges, For Invoice)

If you want Product Description, Tax, user contact , Address, Billed By to be Printed for in invoice, Enable the checkbox.

Step 5 : Click save

This is where you can all details relating to your product category can be created here.

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product category

Step 3 : Add category button

Step 4 : Fill the Product category, based on your business Step 5 : Click save

This is where you can add product details relating to your Business can be created here. This serves as a product database from where you can extract every detail of your product.

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product Step 3 : Click add product

Step 4 : Fill the Product details based on your business

(Primary Details, Purpose Details, Vendor Details, Display Details, Intimate Details, Accounts Category Details, Units Detail, Inventory Details, Storage Details)

Step 5 : Click save

This is where you can import product

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product

Step 3 : Click import product

Step 4 : Click Choose file & you can import the excel file

(Import excel format : Customer Code, Title, Customer Type, Name, Company, Email, Email 2, Mobile, Phone 2, Address Line 1, Address Line 2, Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number, Pan Number, Cst Number, Service Tax Number, Opening Balance, Ledger, Executive)

Step 5 : Click Import

Step 6 : Import the Product details based on your business Step 7 : Click save

This is where you can add your product design

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Design

Step 3 : Add Design button Step 4 : Fill the Product Design

Step 5 : Click create

Brand

You can directly create your Product brand

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Brand

Step 3 : Add Brand button Step 4 : Fill the Product Brand

Step : Click Create

Color

This particular tab will be applicable only for add your Product Color name, Code.

You can directly create your Product brand

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Brand

Step 3 : Add Brand button Step 4 : Fill the Product Brand

Step : Click Create

This is where you can segregate your customers based on their types.

Step 1 : Click Settings

Step 2 : Click customer settings under income tab then click customer type Step 3 : Add Customer type

Step 4 : Fill the Customer type based on your customer Step 5 : Click save

Now Click Customers. All details relating to your customers can be created here. This serves as a customer database from where you can extract every detail of your customer.

Step 1 : Click Settings Step 2 : Click admin

Step 3 : Click customer Under customer settings tab Step 4 : Click add customer button.

Step 5 : Fill the Customer details, Based on your customer ( Customer Address, Accounting Information )

Step 6 : Click save

This is where you can import Customer.

Step 1 : Click Settings Step 2 : Click Income

Step 3 : Click Customer under customer settings tab Step 4 : Click Import Customer

Step 5 : Click Choose file

Step 6 : you can import the excel file

(Import excel format : Customer Code, Title,Customer Type, Name , Company, Email, Email 2, Mobile, Phone 2, Address Line 1,Address Line 2, Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number, Pan Number, Cst Number, Service Tax Number, Opening Balance,Ledger, Executive)

Step 7 : Fill the relevant details & Save

This is where you can create various Taxes Class relevant to your Business.

Step 1 : Click Settings

Step 2 : Click income under tax settings tab then click tax class Step 3 : Add tax Class

Step 4 : Fill the tax class details Step 5 : Click Create

This is where you can create various Taxes relevant to your Business. You also have the option to edit the tax rates whenever there is a change in tax rates.

Step 1 : Click Settings Click income

Step 2 : Click tax settings under income tab then Click taxes Step 3 : Click Add tax

Step 4 : Fill the Tax details

(Tax Name, tax class, Abbreviation, Tax Type, subtype, Tax Number, Show Tax Number on Invoices, Ledger, Tax Rate)

Step 5 : If you want to Show Tax Number on Invoices Enable the checkbox Step 6 : Click Create

This is where you can segregate your purchase order based on their types

Step 1 : Click Settings

Step 2 : Click   Purchase Order Settings under Expenses tab Step 3 : Click Edit

Step 4 : Choose the relevant details Step 5 : Click Save

All details relating to your vendors can be created here. This serves as a vendor database from where you can extract every detail of your customer.

Step 1 : Click Settings

Step 2 : Click Vendor Settings under Expenses tsb Step 3 : Click Add Vendor

Step 4 : Fill your vendor details Step 5 : Click Create

This is where you can import Vendor

Step 1 : Click Settings

Step 2 : Click Vendor Settings under Expenses tsb Step 3 : Click Import vender

Step 4 : Click Choose file & you can import the excel file

(Import excel format : Name, Vendor Type, Company, Email, Mobile, Address Line 1, Address Line 2, City, State, Country, Pincode, Tin Number, Service Tax Number, CST Number, PAN Number, Opening Balance, Ledger) Step 5 : Click import

Step 6 : Fill the relevant details Step 7 : Click save

This is where you create Users and assign rights to each user depending on their job roles in the company.

Step 1 : Click Settings

Step 2 : Click User Access Restriction Settings under Leads Step 3 : Click Add Executive

Step 4 : Fill the relevant details Step 5 : Click Create

Now Click Accounts. This particular setting is where you can create various accounts head for your Business. Our Software comes with some general heads which is used by most of the businesses. If you want to create your own categories, you can create it as required.

Step 1 : Click Settings

Step 2 : Click Accounts Settings under accounts settings Step 3 : Click Add settings

Step 4 : Fill the relevant details Step 5 : Click Create

This particular setting is where you can create various account Groups head for your Business If you want to create your own categories, you can create it as required.

Step 1 : Click settings

Step 2 : Click account groups under account settings Step 3 : Click add a group button.

Step 4 : Fill in the relevant details Step 4 : Click create

In this particular setting you will be able to create asset, Liability, Income, Expense and bank Ac- count for billing purposes.

Step 1 : Click settings

Step 2 : Click ledger settings under accounts settings Step 3 : Click add an Account button.

Step 4 : Click add account & fill the relevant details Step 5 : Click create

In this particular setting you will be able to create asset, Liability, Income, Expense and bank Ac- count for billing purposes.

Using the DASHBOARD

All you have to do is log on to www.reachaccountant.com with your username and password. After logging into your Account, you will be automatically taken to the Dashboard screen

How to use POS

In this particular feature you can directly create new POS Sales Bill, Repair, Payment

Step 1 : Click                      POS under sales tab Step 2 : Click Sales Bill

Step 3 : Select customer name, mobile number, Address, Choose code and add a payment detail, Step 4 : Click Print Estimate, Save & Print bill, cheque payment, Step 5 : If you can create new Repair, Payment

This is where you can create/add invoice view the list of invoices made through the software with the status and performs the necessary action like converting the invoice to PDF, Print, Update, delete and cancel.

Step 1 : Click Invoice under Sales tab Step 2 : Add invoice

Step 3 : Fill the invoice details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save

In this particular tab you will be able to, Add or Create receipt

Step 1 : Click Receipt under sales tab Step 2 : Click add receipt

Step 3 : Fill the receipt details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/ Print DC

In this particular tab you will be able to, Add or Create receipt.

Step 1 : Click Receipt under sales tab Step 2 : Click add receipt

Step 3 : Fill the receipt details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/ Print DC

This feature helps you to create any number of credit note as required

Step 1 : Click Credit note under sales tab Step 2 : Click add Credit note

Step 3 : Fill the Credit note details Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then PDF/print/email/add receipt/update

Check all the reminders with ease

You can easily check all your reminders in a click.

Step 1 : Click reminders under leads tab

Step 2 : Click Action button Convert it to Set Reminder FOS response, Edit remainder, Disqualify, Convert to quote, Convert to sales order, Sms to customer

Create Purchase Order

It helps to Create any number of Purchase order.

Step 1 : Click purchase order under purchase Step 2 : Add purchase order

Step 3 : Fill the relevant details Step 4 : Click save Step 5 : View purchase order (or) Create purchase order PDF (or) Mail pur- chase (or) Print purchase order (or) Edit purchase order (or) Delete (or) Con- vert to expense (or) Duplicate po

Using Bill function in Purchase tab

You can create any number of Bill in this tab.

Step 1 : Click Bill under Purchase tab Step 2 : Add Bill

Step 3 : Fill the relevant details Step 4 : Click save

Step 5 : Click action button view bill (or) update bill (or) delete bill (or) add pay- ment (or) print tag

Step 6 : Convert to Print, Excel,PDF.

Adding a Payment

You can create payment in just one click with all the customer details and perform the necessary action like Print, Mail or take PDF of it.

Step 1 : Click Payment under expenses tab

Step 2 : Add Payment

Step 3 : Fill the relevant details

Step 4 : Click save

Debit Note function in Expenses tab

It can be used to create Debit note with all the customer details where you can save it as well as Email, SMS and create new for your customers

Step 1 : Click Debit note under expenses tab Step 2 : Add debit note

Step 3 : Fill the relevant details Step 4 : Click save

Step 5 : Click action button View (or) PDF (or) Mail (or) Print or edit (or) Add payment (or) Delete

Journal function in Accounting

Journal function under Accounting tab you can add or delete the income as and when required.

Step 1 : Click Journal under Accounting tab Step 2 : Click add journal

Step 3 : Fill the relevant details Step 4 : Click Save

Step 5 : Click Action button Update journal or delete journal

Contra function in Accounting

Contra function under Accounting tab you can add or delete the income as and when required

Step 1 : Click Contra under Accounting tab Step 2 : Click add contra

Step 3 : Fill the relevant details Step 4 : Click Create

Step 4 : Click Action button Update contra or delete contra

Using Reports Function

You can see various reports in this tab. All Email Reports, Lead Reports, Repairs Reports, Income Reports, Expense Reports, Inventory Reports, Accounting Reports, Tax Reports. let’s view only the unseen Reports.

Question No.1:

How to get the product description printed in Invoice?

SOLUTION

STEP 1              : Settings

STEP 2              : Invoice Settings under income tab STEP 3              : Edit

STEP 4              : For Invoice Settings, click the check box STEP 5              : Then click save.

STEP 6              : Log Out. STEP 7           : Then Login the software

Question No.2:

How to reset the user’s password?

SOLUTION

STEP 1   : Settings

STEP 2   : Click Users under Users & Access restriction in admin tab STEP 3   : Click Add a user button.

STEP 4   : Click the check box (Do you want to reset password) and give new Password STEP 5           : Then click save

Question No.3:

How to get quantity option in quotation?

SOLUTION

STEP 1              : Settings

STEP 2              : Click Customise under income tab STEP 3              : Click Edit STEP 4           : Click corresponding product based template STEP 5         : Then click save

Question No.4:

How to edit Invoice/Bill/Quote/Sales order No.?

SOLUTION

STEP 1   : Settings

STEP 2   : Click General Settings under Admin tab STEP 3   : Click Edit

STEP 4   : Click the check box

(Job sheet/Job order/Manufacture order/Invoice/Bill/Quote/Sales order/PO number Editable)

STEP 5   : Then click save.

Question No.5:

How to check net speed if Software is slow?

SOLUTION

STEP 1   : Check your Computer Internet speed at www.speedtest.net STEP 2           : Click Begin Test your Download speed should be minimum 2Mbps.

Question No.6:

What to do if the invoice is unable to delete?

SOLUTION

STEP 1   : Click Invoice under Income tab STEP 2   : Click view invoice under Action tab STEP 3   : Delete receipt under action tab.

STEP 4   : Click back STEP 5           : Click delete invoice

Question No.7:

How to add Additional or Subtract Charges?

SOLUTION

STEP 1              : Settings

STEP 2              : Click Invoice under Income tab STEP 3              : Click Edit

STEP 4              : In Additional Charges you can add the charges (Freight Charge, Transport Charge, Packing Cost, Service Charge ) &In Substract Chargves you can substract the charges (Ex: Discount Charge, Depreciation Sale). STEP 5           : Click save.

Question No.8:

How to add logos in Invoice/PO/Quote?

SOLUTION

STEP 1           : Click Invoice under Income tab

STEP 2      : Click print DC under action button

Question No.9:

How to give access to the user if they want tosee other User’s Records?

SOLUTION

STEP 1   : Settings

STEP 2   : click user under users & access restriction in admin tab. STEP 3   : Action button and Update user.

STEP 4   : Enable the check the box (Allow him/her to access other person records) STEP 5           : Click save

Question No.10:

How to add Company Service Tax / TIN / CST No.?

SOLUTION

STEP 1   : Click My reach under settings tab. STEP 2   : Click Organisation name.

STEP 3   : Click financial Dates.

STEP 4   : Click Update under branch details.

STEP 5   : In Tax Information you can add Service Tax / TIN / CST No. STEP 6   : Click save.

Question No.11:

How to change the invoice Starting number ?

SOLUTION

STEP 1   : Click Reports. STEP 2           : Click Bank Reconciliation Report under Accounting Reports

Question No.12:

How to see the bank reconciliation report?

SOLUTION

STEP 1   : Click My reach under settings tab. STEP 2     : Click Organisation name.

STEP 3   : Click financial Dates.

STEP 4   : Click Update under branch details. STEP 5           : Enter Invoice Starting No. under Proforma Invoice Settings. STEP 6        : Click save

First thing that comes under Business Settings is Business Profile. Business Profile is the place where you will have to provide the details about the company and its financials

Step 1 : Click Settings

Step 2 : Click business profile under admin Step 3: Edit

Step 4 : Click one by one fill in the relevant details Step 5 : Save

This is where you will be filling details relating to payment, inventory, etc. You will have to fill whichever is relevant to your Business

Step 1 : Click Settings

Step 2 : Click General Settings under admin Step 3 :Edit

Step 4 :Select Books Starting Date, Financial Year Ending Date, Default Curren- cy, Transaction Page Size, Settings Page Size,

Step 5 : If you enable the check box (you can edit the Job Sheet/Job Order/Man- ufacture Order/Invoice/Bill/Quote/Sales Order/PO voucher number)

Step 6 : If u select the inventory based on invoice/bill (or) incoming/outgoing ship- ments (as invoice/bill it automatically triggers the output from Inventory followed by invoice/bill, if you select incoming/outgoing shipments dramatically changes the process in inventory) Step 7 : If u select the Maintain Inventory based on Bill wise (or) Godown Based on your business follow

Step 8 : If you want to add Packing List you can enable the check box

Step 9 : If u select the income flow so-> dc-> Invoice (or) so-> Invoice -> dc (as so ->dc -> invoice it automatically triggers the output from sales order followed by dc and get ends in invoice

if you select so -> invoice -> dc it dramatically changes the process from sales order followed by invoice and ends in dc)

Step 10: If you want to add some additional fields in Invoice/Sales Order Quote you can enable the check box

Step 11 : If u select the Expense flow Po -> Bill -> Grm (or) Po -> Grm -> Bill (As Po -> Bill -> Grm Expense it automatically triggers the output from Purchase order followed by Bill and get ends in Grm

if you select Po -> Grm -> Bill it dramatically changes the process from Expense followed by Purchase order and ends in bill

Step 12 : Save

Module Customization is one of the special feature of this software. If you want to change the module name you can edit by your own.

Step 1 : Click Settings

Step 2 : Click module customization under admin Step 3 : Add Module Customization

Step 4 : Choose Module Customization Step 5 : Type Display Name Step 6 : Create

This particular tab will be applicable only for companies whoever has their office in more than one location. By maintaining separate branches you can actually know the exact income and revenue from each branch.

Step 1 : Click My reach under settings tab Step 2 : Click Organisation name

Step 3 : Click financial Dates

Step 4 : Click Add button under branch details Step 5 : Fill in the details

(Branch Name, Company Name, Mobile, Address Information, Tax Information, Quote Settings, Sales Order Settings, Proforma Invoice Settings, Purchase Order Settings, Stock Transfer Settings)

Step 6 : Click Create

This is where you create Users & assign rights to each user depending on their job roles in the company.

Step 1 : Click Settings.

Step 2 : Click Users under Users & Access Restriction. Step 3 : Add Users.

Step 4 : providing Access to employees.

(Admin user                     may provide restricted access to employees according to their position, Fill the username and email id).

ep 5 : Your user can access to other person records If you enable the check box.

Step 6 : If you want to give Purchase Rights to User, you should                                                                                                    enable the check box.

Step 7 : If you want your user to edit price, you should enable the check box.

Step 8 : If you want to reset your user password you should enable the check box. Step 9 : Save

Please use this Reset Tab to reset your account data and keep it ready for later data entries. You will save a lot of time and efforts by pre Delete all your data in Reach and start fresh

Step 1 : Click Settings Step 2 : Click Users & Access Restriction under admin tab then click Reset Data Step 3 : If you want to reset your old account data enable the needful checkbox Step 4 : Reset data

This particular tab you can add designation

Step 1 : Click Settings

Step 2 : Click Users & Access Restriction under Admin tab then click Designation

Step 3 : Click Add Designation Step 4 : Fill the Designation details Step 5 : Click Create

Step 6 :

All details relating to your Salesman can be created here. This serves as a Salesman database from where you can extract every detail of your Salesman.

Step 1 : Click Settings

Step 2 : Click Users & Access Restriction under Admin tab then click Salesman

Step 3 : Click Add Salesman Step 4 : Fill the Salesman details Step 5 : Click Create

Customise is one of the special feature of this software.

Step 1 : Click Settings.

Step 2 : Click customise under income tab. Step 3 : Edit. Step 4 : Select the Invoice Template based on your nature of Business. Step 5 : Save

You can directly create proforma invoice settings in 2 steps.

Step 1 : Click Settings.

Step 2 : Click Proforma invoice under income tab. Step 3 : Click edit.

Step 4 : Enable the checkbox relevant details. Step 5 : Click save.

You can directly create invoice settings based on your nature of Business.

Step 1 : Click Settings

Step 2 : Invoice Settings under income tab Step 3 : Edit

Step 4 : Enable the checkbox relevant details.

(You can create additional Charges, Subtract Charges, For Invoice)

If you want Product Description, Tax, user contact , Address, Billed By to be Printed for in invoice, Enable the checkbox. Step 5 : Click save

This is where you can all details relating to your product category can be created here.

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product category

Step 3 : Add category button

Step 4 : Fill the Product category, based on your business Step 5 : Click save

This is where you can add product details relating to your Business can be created here. This serves as a product database from where you can extract every detail of your product.

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product Step 3 : Click add product

Step 4 : Fill the Product details based on your business

(Primary Details, Purpose Details, Vendor Details, Display Details, Intimate Details, Accounts Category Details, Units Detail, Inventory Details, Storage Details) Step 5 : Click save

This is where you can import product

This is where you can add your product design.

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Design

Step 3 : Add Design button Step 4 : Fill the Product Design

Step 5 : Click Create

Brand

You can directly create your Product brand

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Brand

Step 3 : Add Brand button Step 4 : Fill the Product Brand

Step 5 : Click Create

Color

This particular tab will be applicable only for add your Product Color name, Code.

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Brand

Step 3 : Add Brand button Step 4 : Fill the Product Brand

Step 5 : Click Create

This is where you can segregate your customers based on their types

Step 1 : Click Settings

Step 2 : Click customer settings under income tab then click customer type Step 3 : Add Customer type

Step 4 : Fill the Customer type based on your customer Step 5 : Click save

Now Click Customers. All details relating to your customers can be created here. This serves as a customer database from where you can extract every detail of your customer.

Step 1 : Click Settings Step 2 : Click admin

Step 3 : Click customer Under customer settings tab Step 4 : Click add customer button.

Step 5 : Fill the Customer details, Based on your customer ( Customer Address, Accounting Information ) Step 6 : Click save

This is where you can import Customer.

Step 1 : Click Settings

Step 2 : Click Income

Step 3 : Click Customer under customer settings tab

Step 4 : Click Import Customer

Step 5 : Click Choose file

Step 6 : you can import the excel file

(Import excel format : Customer Code, Title,Customer Type, Name , Company, Email, Email 2, Mobile, Phone 2, Address Line 1,Address Line 2, Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number, Pan Number, Cst Number, Service Tax Number, Opening Balance,Ledger, Executive)

Step 7 : Fill the relevant details & Save

This is where you can create various Taxes Class relevant to your Business

Step 1 : Click Settings

Step 2 : Click income under tax settings tab then click tax class Step 3 : Add tax Class

Step 4 : Fill the tax class details Step 5 : Click Create

This is where you can create various Taxes relevant to your Business. You also have the option to edit the tax rates whenever there is a change in tax rates.

Step 1 : Click Settings Click income

Step 2 : Click tax settings under income tab then Click taxes Step 3 : Click Add tax

Step 4 : Fill the Tax details

(Tax Name, tax class, Abbreviation, Tax Type, subtype, Tax Number, Show Tax Number on Invoices, Ledger, Tax Rate)

Step 5 : If you want to Show Tax Number on Invoices Enable the checkbox Step 6 : Click Create

This is where you can segregate your purchase order based on their types

Step 1 : Click Settings

Step 2 : Click   Purchase Order Settings under Expenses tab Step 3 : Click Edit

Step 4 : Choose the relevant details Step 5 : Click Save

All details relating to your vendors can be created here. This serves as a vendor database from where you can extract every detail of your customer

Step 1 : Click Settings

Step 2 : Click Vendor Settings under Expenses tsb Step 3 : Click Add Vendor

Step 4 : Fill your vendor details Step 5 : Click Create

This is where you can import Vendor

Step 1 : Click Settings

Step 2 : Click Vendor Settings under Expenses tsb Step 3 : Click Import vender

Step 4 : Click Choose file & you can import the excel file

(Import excel format : Name, Vendor Type, Company, Email, Mobile, Address Line 1, Address Line 2, City, State, Country, Pincode, Tin Number, Service Tax Number, CST Number, PAN Number, Opening Balance, Ledger) Step 5 : Click import

Step 6 : Fill the relevant details Step 7 : Click save

This is where you create Users and assign rights to each user depending on their job roles in the company.

Step 1 : Click Settings

Step 2 : Click User Access Restriction Settings under Leads Step 3 : Click Add Executive

Step 4 : Fill the relevant details Step 5 : Click Create

Now Click Accounts. This particular setting is where you can create various accounts head for your Business. Our Software comes with some general heads which is used by most of the businesses.If you want to create your own categories, you can create it as required

Step 1 : Click Settings

Step 2 : Click Accounts Settings under accounts settings Step 3 : Click Add settings

Step 4 : Fill the relevant details Step 5 : Click Create

This particular setting is where you can create various account Groups head for your Business If you want to create your own categories, you can create it as required.

Step 1 : Click settings

Step 2 : Click account groups under account settings Step 3 : Click add a group button.

Step 4 : Fill in the relevant details Step 4 : Click create

In this particular setting you will be able to create asset, Liability, Income, Expense and bank Ac- count for billing purposes

Step 1 : Click settings

Step 2 : Click ledger settings under accounts settings Step 3 : Click add an Account button.

Step 4 : Click add account & fill the relevant details Step 5 : Click create

In this particular setting you will be able to create asset, Liability, Income, Expense and bank Ac- count for billing purposes

Using the DASHBOARD

All you have to do is log on to www.reachaccountant.com with your username and password. After logging into your Account, you will be automatically taken to the Dashboard screen.

How to use POS

In this particular feature you can directly create new POS Sales Bill, Repair, Payment

Step 1 : Click                      POS under sales tab Step 2 : Click Sales Bill

Step 3 : Select customer name, mobile number, Address, Choose code and add a payment detail, Step 4 : Click Print Estimate, Save & Print bill, cheque payment, Step 5 : If you can create new Repair, Payment

Creating Invoice

This is where you can create/add invoice view the list of invoices made through the software with the status and performs the necessary action like converting the invoice to PDF, Print, Update, delete and cancel

Step 1 : Click Invoice under Sales tab Step 2 : Add invoice

Step 3 : Fill the invoice details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save

add Receipt function in sales

In this particular tab you will be able to, Add or Create receipt

Step 1 : Click Receipt under sales tab Step 2 : Click add receipt

Step 3 : Fill the receipt details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/ Print DC

Import Receipt function in sales

In this particular tab you will be able to, Add or Create receipt

Step 1 : Click Receipt under sales tab Step 2 : Click add receipt

Step 3 : Fill the receipt details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/ Print DC

Using Credit Note function in Sales

This feature helps you to create any number of credit note as required

Step 1 : Click Credit note under sales tab Step 2 : Click add Credit note

Step 3 : Fill the Credit note details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then PDF/print/email/add receipt/update.

Check all the reminders with ease

You can easily check all your reminders in a click

Step 1 : Click reminders under leads tab

Step 2 : Click Action button Convert it to Set Reminder FOS response, Edit remainder, Disqualify, Convert to quote, Convert to sales order, Sms to customer

Create Purchase Order

It helps to Create any number of Purchase order

Step 1 : Click purchase order under purchase Step 2 : Add purchase order

Step 3 : Fill the relevant details Step 4 : Click save Step 5 : View purchase order (or) Create purchase order PDF (or) Mail pur- chase (or) Print purchase order (or) Edit purchase order (or) Delete (or) Con- vert to expense (or) Duplicate po

Using Bill function in Purchase tab

You can create any number of Bill in this tab

Step 1 : Click Bill under Purchase tab Step 2 : Add Bill

Step 3 : Fill the relevant details Step 4 : Click save

Step 5 : Click action button view bill (or) update bill (or) delete bill (or) add pay- ment (or) print tag Step 6 : Convert to Print, Excel,PDF

Adding a Payment

You can create payment in just one click with all the customer details and perform the necessary action like Print, Mail or take PDF of it.

Step 1 : Click Payment under expenses tab Step 2 : Add Payment

Step 3 : Fill the relevant details Step 4 : Click save

Debit Note function in Expenses tab

It can be used to create Debit note with all the customer details where you can save it as well as Email, SMS and create new for your customers

Step 1 : Click Debit note under expenses tab Step 2 : Add debit note

Step 3 : Fill the relevant details Step 4 : Click save

Step 5 : Click action button View (or) PDF (or) Mail (or) Print or edit (or) Add payment (or) Delete

Journal function in Accounting

Journal function under Accounting tab you can add or delete the income as and when required.

Step 1 : Click Journal under Accounting tab Step 2 : Click add journal

Step 3 : Fill the relevant details Step 4 : Click Save

Step 5 : Click Action button Update journal or delete journal

Contra function in Accounting

Contra function under Accounting tab you can add or delete the income as and when required.

Step 1 : Click Contra under Accounting tab Step 2 : Click add contra

Step 3 : Fill the relevant details Step 4 : Click Create

Step 4 : Click Action button Update contra or delete contra

Using Reports Function

You can see various reports in this tab. All Email Reports, Lead Reports, Repairs Reports, Income Reports, Expense Reports, Inventory Reports, Accounting Reports, Tax Reports. let’s view only the unseen Reports.

Question No.1:

How to get the product description printed in Invoice

SOLUTION

STEP 1              : Settings

STEP 2              : Invoice Settings under income tab STEP 3              : Edit

STEP 4              : For Invoice Settings, click the check box STEP 5              : Then click save.

STEP 6              : Log Out. STEP 7           : Then Login the software

Question No.2:

How to reset the user’s password?

SOLUTION

STEP 1   : Settings

STEP 2   : Click Users under Users & Access restriction in admin tab STEP 3   : Click Add a user button.

STEP 4   : Click the check box (Do you want to reset password) and give new Password STEP 5           : Then click save

Question No.3:

How to get quantity option in quotation?

SOLUTION

STEP 1              : Settings

STEP 2              : Click Customise under income tab STEP 3              : Click Edit STEP 4           : Click corresponding product based template STEP 5         : Then click save

Question No.4:

How to edit Invoice/Bill/Quote/Sales order No.?

SOLUTION

STEP 1   : Settings

STEP 2   : Click General Settings under Admin tab STEP 3   : Click Edit

STEP 4   : Click the check box

(Job sheet/Job order/Manufacture order/Invoice/Bill/Quote/Sales order/PO number Editable)

STEP 5   : Then click save.

Question No.5

How to check net speed if Software is slow?

SOLUTION

STEP 1   : Check your Computer Internet speed at www.speedtest.net STEP 2           : Click Begin Test your Download speed should be minimum 2Mbps.

Question No.6

What to do if the invoice is unable to delete?

SOLUTION

STEP 1   : Click Invoice under Income tab STEP 2   : Click view invoice under Action tab STEP 3   : Delete receipt under action tab.

STEP 4   : Click back

STEP 5   : Click delete invoice.

Question No.7:

How to add Additional or Subtract Charges?

SOLUTION

STEP 1              : Settings

STEP 2              : Click Invoice under Income tab STEP 3              : Click Edit

STEP 4              : In Additional Charges you can add the charges (Freight Charge, Transport Charge, Packing Cost, Service Charge ) &In Substract Chargves you can substract the charges (Ex: Discount Charge, Depreciation Sale).

STEP 5              : Click save.

Question No.8:

How to add logos in Invoice/PO/Quote?

SOLUTION

STEP 1           : Click Invoice under Income tab STEP 2      : Click print DC under action button

Question No.9

How to give access to the user if they want tosee other User’s Records?

SOLUTION

STEP 1   : Settings

STEP 2   : click user under users & access restriction in admin tab. STEP 3   : Action button and Update user.

STEP 4   : Enable the check the box (Allow him/her to access other person records)

STEP 5   : Click save.

Question No.10:

How to add Company Service Tax / TIN / CST No.?

SOLUTION

STEP 1   : Click My reach under settings tab. STEP 2   : Click Organisation name.

STEP 3   : Click financial Dates.

STEP 4   : Click Update under branch details. STEP 5           : In Tax Information you can add Service Tax / TIN / CST No. STEP 6          : Click save

Question No.11:

How to change the invoice Starting number ?

SOLUTION

STEP 1   : Click Reports. STEP 2           : Click Bank Reconciliation Report under Accounting Reports

Question No.12:

How to see the bank reconciliation report?

SOLUTION

STEP 1   : Click My reach under settings tab. STEP 2     : Click Organisation name.

STEP 3   : Click financial Dates.

STEP 4   : Click Update under branch details. STEP 5           : Enter Invoice Starting No. under Proforma Invoice Settings. STEP 6        : Click save

First thing that comes under Business Settings is Business Profile. Business Profile is the place where you will have to provide the details about the company and its financials.

Step 1 : Click Settings

Step 2 : Click business profile under admin Step 3: Edit

Step 4 : Click one by one fill in the relevant details Step 5 : Save

This is where you will be filling details relating to payment, inventory, etc. You will have to fill whichever is relevant to your Business.

Step 1 : Click Settings

Step 2 : Click General Settings under admin Step 3 :Edit

Step 4 :Select Books Starting Date, Financial Year Ending Date, Default Curren- cy, Transaction Page Size, Settings Page Size,

Step 5 : If you enable the check box (you can edit the Job Sheet/Job Order/Man- ufacture Order/Invoice/Bill/Quote/Sales Order/PO voucher number)

Step 6 : If u select the inventory based on invoice/bill (or) incoming/outgoing ship- ments (as invoice/bill it automatically triggers the output from Inventory followed by invoice/bill, if you select incoming/outgoing shipments dramatically changes the process in inventory)

Step 7 : If u select the Maintain Inventory based on Bill wise (or) Godown Based on your business follow.

Step 8 : If you want to add Packing List you can enable the check box

Step 9 : If u select the income flow so-> dc-> Invoice (or) so-> Invoice -> dc (as so ->dc -> invoice it automatically triggers the output from sales order fol- lowed by dc and get ends in invoice

if you select so -> invoice -> dc it dramatically changes the process from sales order followed by invoice and ends in dc)

Step 10: If you want to add some additional fields in Invoice/Sales Order Quote you can enable the check box

Step 11 : If u select the Expense flow Po -> Bill -> Grm (or) Po -> Grm -> Bill (As Po -> Bill -> Grm Expense it automatically triggers the output from Purchase order followed by Bill and get ends in Grm

if you select Po -> Grm -> Bill it dramatically changes the process from Expense followed by Purchase order and ends in bill

Step 12 : Save

Module Customization is one of the special feature of this software. If you want to change the module name you can edit by your own

Step 1 : Click Settings

Step 2 : Click module customization under admin Step 3 : Add Module Customization

Step 4 : Choose Module Customization Step 5 : Type Display Name Step 6 : Create

This particular tab will be applicable only for companies whoever has their office in more than one location. By maintaining separate branches you can actually know the exact income and revenue from each branch.

Step 1 : Click My reach under settings tab Step 2 : Click Organisation name

Step 3 : Click financial Dates

Step 4 : Click Add button under branch details Step 5 : Fill in the details

(Branch Name, Company Name, Mobile, Address Information, Tax Information, Quote Settings, Sales Order Settings, Proforma Invoice Settings, Purchase Order Settings, Stock Transfer Settings) Step 6 : Click Create

This is where you create Users & assign rights to each user depending on their job roles in the company.

Step 1 : Click Settings.

Step 2 : Click Users under Users & Access Restriction. Step 3 : Add Users.

Step 4 : providing Access to employees.

(Admin user                     may provide restricted access to employees according to their position, Fill the username and email id).

Step 5 : Your user can access to other person records If you enable the check box.

Step 6 : If you want to give Purchase Rights to User, you should                                                                                                    enable the check box.

Step 7 : If you want your user to edit price, you should enable the check box.

Step 8 : If you want to reset your user password you should enable the check box.

Step 9 : Save.

Please use this Reset Tab to reset your account data and keep it ready for later data entries. You will save a lot of time and efforts by pre Delete all your data in Reach and start fresh

Step 1 : Click Settings

Step 2 : Click Users & Access Restriction under admin tab then click Reset Data Step 3 : If you want to reset your old account data enable the needful checkbox Step 4 : Reset data.

This particular tab you can add designation.

Step 1 : Click Settings

Step 2 : Click Users & Access Restriction under Admin tab then click Designation

Step 3 : Click Add Designation Step 4 : Fill the Designation details Step 5 : Click Create

Step 6 :

All details relating to your Salesman can be created here. This serves as a Salesman database from where you can extract every detail of your Salesman.

Step 1 : Click Settings

Step 2 : Click Users & Access Restriction under Admin tab then click Salesman

Step 3 : Click Add Salesman Step 4 : Fill the Salesman details Step 5 : Click Create

Customise is one of the special feature of this software.

Step 1 : Click Settings.

Step 2 : Click customise under income tab. Step 3 : Edit. Step 4 : Select the Invoice Template based on your nature of Business. Step 5 : Save

You can directly create proforma invoice settings in 2 steps.

Step 1 : Click Settings.

Step 2 : Click Proforma invoice under income tab. Step 3 : Click edit. Step 4 : Enable the checkbox relevant details. Step 5 : Click save

You can directly create invoice settings based on your nature of Business.

Step 1 : Click Settings

Step 2 : Invoice Settings under income tab Step 3 : Edit

Step 4 : Enable the checkbox relevant details.

(You can create additional Charges, Subtract Charges, For Invoice)

If you want Product Description, Tax, user contact , Address, Billed By to be Printed for in invoice, Enable the checkbox. Step 5 : Click save

This is where you can all details relating to your product category can be created here.

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product category

Step 3 : Add category button

Step 4 : Fill the Product category, based on your business Step 5 : Click save

This is where you can add product details relating to your Business can be created here. This serves as a product database from where you can extract every detail of your product.

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product Step 3 : Click add product

Step 4 : Fill the Product details based on your business

(Primary Details, Purpose Details, Vendor Details, Display Details, Intimate Details, Accounts Category Details, Units Detail, Inventory Details, Storage Details)

Step 5 : Click save

This is where you can import product

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product

Step 3 : Click import product

Step 4 : Click Choose file & you can import the excel file

(Import excel format : Customer Code, Title, Customer Type, Name, Company, Email, Email 2, Mobile, Phone 2, Address Line 1, Address Line 2, Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number, Pan Number, Cst Number, Service Tax Number, Opening Balance, Ledger, Executive)

Step 5 : Click Import

Step 6 : Import the Product details based on your business Step 7 : Click save

This is where you can add your product design.

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Design

Step 3 : Add Design button Step 4 : Fill the Product Design

Step 5: Click Create

Brand

You can directly create your Product brand

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Brand

Step 3 : Add Brand button Step 4 : Fill the Product Brand

Step 5: Click Create

Style

Style is one of the special feature of this software. If you want to add the Product style.

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Brand

Step 3 : Add Brand button Step 4 : Fill the Product Brand

Step 5: Click Create

Color

This particular tab will be applicable only for add your Product Color name, Code.

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Brand

Step 3 : Add Brand button Step 4 : Fill the Product Brand

Step 5: Click Create

This is where you can segregate your customers based on their types.

Step 1 : Click Settings

Step 2 : Click customer settings under income tab then click customer type Step 3 : Add Customer type

Step 4 : Fill the Customer type based on your customer Step 5 : Click save

Now Click Customers. All details relating to your customers can be created here. This serves as a customer database from where you can extract every detail of your customer

Step 1 : Click Settings Step 2 : Click admin

Step 3 : Click customer Under customer settings tab Step 4 : Click add customer button.

Step 5 : Fill the Customer details, Based on your customer ( Customer Address, Accounting Information )

Step 6 : Click save

This is where you can import Customer

Step 1 : Click Settings Step 2 : Click Income

Step 3 : Click Customer under customer settings tab Step 4 : Click Import Customer

Step 5 : Click Choose file

Step 6 : you can import the excel file

(Import excel format : Customer Code, Title,Customer Type, Name , Company, Email, Email 2, Mobile, Phone 2, Address Line 1,Address Line 2, Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number, Pan Number, Cst Number, Service Tax Number, Opening Balance,Ledger, Executive)

Step 7 : Fill the relevant details & Save

This is where you can create various Taxes Class relevant to your Business.

Step 1 : Click Settings

Step 2 : Click income under tax settings tab then click tax class Step 3 : Add tax Class

Step 4 : Fill the tax class details Step 5 : Click Create

This is where you can create various Taxes relevant to your Business. You also have the option to edit the tax rates whenever there is a change in tax rates.

Step 1 : Click Settings Click income

Step 2 : Click tax settings under income tab then Click taxes Step 3 : Click Add tax

Step 4 : Fill the Tax details

(Tax Name, tax class, Abbreviation, Tax Type, subtype, Tax Number, Show Tax Number on Invoices, Ledger, Tax Rate)

Step 5 : If you want to Show Tax Number on Invoices Enable the checkbox Step 6 : Click Create

This is where you can segregate your purchase order based on their types.

Step 1 : Click Settings

Step 2 : Click   Purchase Order Settings under Expenses tab Step 3 : Click Edit

Step 4 : Choose the relevant details Step 5 : Click Save

All details relating to your vendors can be created here. This serves as a vendor database from where you can extract every detail of your customer

Step 1 : Click Settings

Step 2 : Click Vendor Settings under Expenses tsb Step 3 : Click Add Vendor

Step 4 : Fill your vendor details Step 5 : Click Create

This is where you can import Vendor

Step 1 : Click Settings

Step 2 : Click Vendor Settings under Expenses tsb Step 3 : Click Import vender

Step 4 : Click Choose file & you can import the excel file

(Import excel format : Name, Vendor Type, Company, Email, Mobile, Address Line 1, Address Line 2, City, State, Country, Pincode, Tin Number, Service Tax Number, CST Number, PAN Number, Opening Balance, Ledger) Step 5 : Click import

Step 6 : Fill the relevant details Step 7 : Click save

This is where you create Users and assign rights to each user depending on their job roles in the company

Step 1 : Click Settings

Step 2 : Click User Access Restriction Settings under Leads Step 3 : Click Add Executive

Step 4 : Fill the relevant details Step 5 : Click Create

Now Click Accounts. This particular setting is where you can create various accounts head for your Business. Our Software comes with some general heads which is used by most of the businesses. If you want to create your own categories, you can create it as required.

Step 1 : Click Settings

Step 2 : Click Accounts Settings under accounts settings Step 3 : Click Add settings

Step 4 : Fill the relevant details Step 5 : Click Create

This particular setting is where you can create various account Groups head for your Business If you want to create your own categories, you can create it as required.

Step 1 : Click settings

Step 2 : Click account groups under account settings Step 3 : Click add a group button.

Step 4 : Fill in the relevant details Step 4 : Click create

In this particular setting you will be able to create asset, Liability, Income, Expense and bank Ac- count for billing purposes.

Step 1 : Click settings

Step 2 : Click ledger settings under accounts settings Step 3 : Click add an Account button.

Step 4 : Click add account & fill the relevant details Step 5 : Click create

In this particular setting you will be able to create asset, Liability, Income, Expense and bank Ac- count for billing purposes.

Using the DASHBOARD

All you have to do is log on to www.reachaccountant.com with your username and password. After logging into your Account, you will be automatically taken to the Dashboard screen

How to use POS

In this particular feature you can directly create new POS Sales Bill, Repair, Payment.

Step 1 : Click   POS under sales tab Step 2 : Click Sales Bill

Step 3 : Select customer name, mobile number, Address, Choose code and add a payment detail, Step 4 : Click Print Estimate, Save & Print bill, cheque payment, Step 5 : If you can create new Repair, Payment

Creating Invoice

This is where you can create/add invoice view the list of invoices made through the software with the status and performs the necessary action like converting the invoice to PDF, Print, Update, delete and cancel

Step 1 : Click Invoice under Sales tab Step 2 : Add invoice

Step 3 : Fill the invoice details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save

add Receipt function in sales

In this particular tab you will be able to, Add or Create receipt

Step 1 : Click Receipt under sales tab Step 2 : Click add receipt

Step 3 : Fill the receipt details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/ Print DC

import Receipt function in sales

In this particular tab you will be able to, Add or Create receipt

Step 1 : Click Receipt under sales tab Step 2 : Click add receipt

Step 3 : Fill the receipt details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/ Print DC

Using Credit Note function in Sales

This feature helps you to create any number of credit note as required

Step 1 : Click Credit note under sales tab Step 2 : Click add Credit note

Step 3 : Fill the Credit note details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then PDF/print/email/add receipt/update.

Check all the reminders with ease

You can easily check all your reminders in a click.

Step 1 : Click reminders under leads tab

Step 2 : Click Action button Convert it to Set Reminder FOS response, Edit remainder, Disqualify, Convert to quote, Convert to sales order, Sms to customer

Create Purchase Order

It helps to Create any number of Purchase order.

Step 1 : Click purchase order under purchase Step 2 : Add purchase order

Step 3 : Fill the relevant details Step 4 : Click save

Step 5 : View purchase order (or) Create purchase order PDF (or) Mail pur- chase (or) Print purchase order (or) Edit purchase order (or) Delete (or) Con- vert to expense (or) Duplicate po.

Using Bill function in Purchase tab

You can create any number of Bill in this tab.

Step 1 : Click Bill under Purchase tab Step 2 : Add Bill

Step 3 : Fill the relevant details Step 4 : Click save

Step 5 : Click action button view bill (or) update bill (or) delete bill (or) add pay- ment (or) print tag Step 6 : Convert to Print, Excel,PDF

Adding a Payment

You can create payment in just one click with all the customer details and perform the necessary action like Print, Mail or take PDF of it

Step 1 : Click Payment under expenses tab Step 2 : Add Payment

Step 3 : Fill the relevant details Step 4 : Click save

Debit Note function in Expenses tab

It can be used to create Debit note with all the customer details where you can save it as well as Email, SMS and create new for your customers.

Step 1 : Click Debit note under expenses tab Step 2 : Add debit note

Step 3 : Fill the relevant details Step 4 : Click save

Step 5 : Click action button View (or) PDF (or) Mail (or) Print or edit (or) Add payment (or) Delete

Journal function in Accounting

Journal function under Accounting tab you can add or delete the income as and when required.

Step 1 : Click Journal under Accounting tab Step 2 : Click add journal

Step 3 : Fill the relevant details Step 4 : Click Save

Step 5 : Click Action button Update journal or delete journal

Contra function in Accounting

Contra function under Accounting tab you can add or delete the income as and when required.

Step 1 : Click Contra under Accounting tab Step 2 : Click add contra

Step 3 : Fill the relevant details Step 4 : Click Create

Step 4 : Click Action button Update contra or delete contra

Using Reports Function

You can see various reports in this tab. All Email Reports, Lead Reports, Repairs Reports, Income Reports, Expense Reports, Inventory Reports, Accounting Reports, Tax Reports. let’s view only the unseen Reports

Question No.1:

How to get the product description printed in Invoice?

SOLUTION

STEP 1              : Settings

STEP 2              : Invoice Settings under income tab STEP 3              : Edit

STEP 4              : For Invoice Settings, click the check box STEP 5              : Then click save.

STEP 6              : Log Out.

STEP 7              : Then Login the software.

Question No.2:

How to reset the user’s password?

SOLUTION

STEP 1   : Settings

STEP 2   : Click Users under Users & Access restriction in admin tab STEP 3   : Click Add a user button.

STEP 4   : Click the check box (Do you want to reset password) and give new Password STEP 5           : Then click save

Question No.3:

How to get quantity option in quotation?

SOLUTION

STEP 1              : Settings

STEP 2              : Click Customise under income tab STEP 3              : Click Edit STEP 4           : Click corresponding product based template STEP 5         : Then click save

Question No.4:

How to edit Invoice/Bill/Quote/Sales order No.?

SOLUTION

STEP 1   : Settings

STEP 2   : Click General Settings under Admin tab STEP 3   : Click Edit

STEP 4   : Click the check box

(Job sheet/Job order/Manufacture order/Invoice/Bill/Quote/Sales order/PO number Editable)

STEP 5   : Then click save.

Question No.5:

How to check net speed if Software is slow?

SOLUTION

STEP 1   : Check your Computer Internet speed at www.speedtest.net STEP 2           : Click Begin Test your Download speed should be minimum 2Mbps

Question No.6:

What to do if the invoice is unable to delete?

SOLUTION

STEP 1   : Click Invoice under Income tab STEP 2   : Click view invoice under Action tab STEP 3   : Delete receipt under action tab.

STEP 4   : Click back STEP 5           : Click delete invoice

Question No.7

How to add Additional or Subtract Charges?

SOLUTION

STEP 1              : Settings

STEP 2              : Click Invoice under Income tab STEP 3              : Click Edit

STEP 4              : In Additional Charges you can add the charges (Freight Charge, Transport Charge, Packing Cost, Service Charge ) &In Substract Chargves you can substract the charges (Ex: Discount Charge, Depreciation Sale). STEP 5           : Click save

Question No.8:

How to add logos in Invoice/PO/Quote?

SOLUTION

STEP 1           : Click Invoice under Income tab STEP 2      : Click print DC under action button

Question No.9:

How to give access to the user if they want tosee other User’s Records?

SOLUTION

STEP 1   : Settings

STEP 2   : click user under users & access restriction in admin tab. STEP 3   : Action button and Update user.

STEP 4   : Enable the check the box (Allow him/her to access other person records) STEP 5           : Click save

Question No.10:

How to add Company Service Tax / TIN / CST No.?

SOLUTION

STEP 1   : Click My reach under settings tab. STEP 2   : Click Organisation name.

STEP 3   : Click financial Dates.

STEP 4   : Click Update under branch details.

STEP 5   : In Tax Information you can add Service Tax / TIN / CST No. STEP 6   : Click save.

Question No.11:

How to change the invoice Starting number ?

SOLUTION

STEP 1   : Click Reports. STEP 2           : Click Bank Reconciliation Report under Accounting Reports.

Question No.12:

How to see the bank reconciliation report?

SOLUTION

STEP 1   : Click My reach under settings tab. STEP 2     : Click Organisation name.

STEP 3   : Click financial Dates.

STEP 4   : Click Update under branch details.

STEP 5   : Enter Invoice Starting No. under Proforma Invoice Settings. STEP 6      : Click save.

This is where you will be filling details relating to payment, inventory, etc. You will have to fill whichever is relevant to your Business.

Step 1 : Click Settings

Step 2 : Click General Settings under admin Step 3 :Edit

Step 4 :Select Books Starting Date, Financial Year Ending Date, Default Curren- cy, Transaction Page Size, Settings Page Size,

Step 5 : If you enable the check box (you can edit the Job Sheet/Job Order/Man- ufacture Order/Invoice/Bill/Quote/Sales Order/PO voucher number)

Step 6 : If u select the inventory based on invoice/bill (or) incoming/outgoing ship- ments (as invoice/bill it automatically triggers the output from Inventory followed by invoice/bill, if you select incoming/outgoing shipments dramatically changes the process in inventory)

Step 7 : If u select the Maintain Inventory based on Bill wise (or) Godown Based on your business follow.

Step 8 : If you want to add Packing List you can enable the check box

Step 9 : If u select the income flow so-> dc-> Invoice (or) so-> Invoice -> dc (as so ->dc -> invoice it automatically triggers the output from sales order fol- lowed by dc and get ends in invoice

if you select so -> invoice -> dc it dramatically changes the process from sales order followed by invoice and ends in dc)

Step 10: If you want to add some additional fields in Invoice/Sales Order Quote you can enable the check box

Step 11 : If u select the Expense flow Po -> Bill -> Grm (or) Po -> Grm -> Bill (As Po -> Bill -> Grm Expense it automatically triggers the output from Purchase order followed by Bill and get ends in Grm

if you select Po -> Grm -> Bill it dramatically changes the process from Expense followed by Purchase order and ends in bill

Step 12 : Save

First thing that comes under Business Settings is Business Profile. Business Profile is the place where you will have to provide the details about the company and its financials.

Step 1 : Click Settings

Step 2 : Click business profile under admin Step 3: Edit

Step 4 : Click one by one fill in the relevant details Step 5 : Save

Module Customization is one of the special feature of this software. If you want to change the module name you can edit by your own

Step 1 : Click Settings

Step 2 : Click module customization under admin Step 3 : Add Module Customization

Step 4 : Choose Module Customization Step 5 : Type Display Name Step 6 : Create

This particular tab will be applicable only for companies whoever has their office in more than one location. By maintaining separate branches you can actually know the exact income and revenue from each branch.

Step 1 : Click My reach under settings tab Step 2 : Click Organisation name

Step 3 : Click financial Dates

Step 4 : Click Add button under branch details Step 5 : Fill in the details

(Branch Name, Company Name, Mobile, Address Information, Tax Information, Quote Settings, Sales Order Settings, Proforma Invoice Settings, Purchase Order Settings, Stock Transfer Settings)

Step 6 : Click Create

This is where you create Users & assign rights to each user depending on their job roles in the company

Step 1 : Click Settings.

Step 2 : Click Users under Users & Access Restriction. Step 3 : Add Users.

Step 4 : providing Access to employees.

(Admin user                     may provide restricted access to employees according to their position, Fill the username and email id).

tep 5 : Your user can access to other person records If you enable the check box.

Step 6 : If you want to give Purchase Rights to User, you should                                                                                                    enable the check box.

Step 7 : If you want your user to edit price, you should enable the check box.

Step 8 : If you want to reset your user password you should enable the check box. Step 9 : Save

Please use this Reset Tab to reset your account data and keep it ready for later data entries. You will save a lot of time and efforts by pre Delete all your data in Reach and start fresh

Step 1 : Click Settings Step 2 : Click Users & Access Restriction under admin tab then click Reset Data Step 3 : If you want to reset your old account data enable the needful checkbox Step 4 : Reset data

This particular tab you can add designation

Step 1 : Click Settings

Step 2 : Click Users & Access Restriction under Admin tab then click Designation

Step 3 : Click Add Designation Step 4 : Fill the Designation details Step 5 : Click Create

Step 6 :

All details relating to your Salesman can be created here. This serves as a Salesman database from where you can extract every detail of your Salesman

Step 1 : Click Settings

Step 2 : Click Users & Access Restriction under Admin tab then click Salesman

Step 3 : Click Add Salesman Step 4 : Fill the Salesman details Step 5 : Click Create

Customise is one of the special feature of this software

Step 1 : Click Settings.

Step 2 : Click customise under income tab. Step 3 : Edit. Step 4 : Select the Invoice Template based on your nature of Business. Step 5 : Save

You can directly create proforma invoice settings in 2 steps

Step 1 : Click Settings.

Step 2 : Click Proforma invoice under income tab. Step 3 : Click edit.

Step 4 : Enable the checkbox relevant details. Step 5 : Click save.

You can directly create invoice settings based on your nature of Business

Step 1 : Click Settings

Step 2 : Invoice Settings under income tab Step 3 : Edit

Step 4 : Enable the checkbox relevant details.

(You can create additional Charges, Subtract Charges, For Invoice)

If you want Product Description, Tax, user contact , Address, Billed By to be Printed for in invoice, Enable the checkbox. Step 5 : Click save

This is where you can all details relating to your product category can be created here

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product category

Step 3 : Add category button

Step 4 : Fill the Product category, based on your business Step 5 : Click save

This is where you can add product details relating to your Business can be created here. This serves as a product database from where you can extract every detail of your product

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product Step 3 : Click add product

Step 4 : Fill the Product details based on your business

(Primary Details, Purpose Details, Vendor Details, Display Details, Intimate Details, Accounts Category Details, Units Detail, Inventory Details, Storage Details)

Step 5 : Click save

This is where you can import product

Step 1 : Click Settings

Step 2 : Click product Settings Under income settings tab Then Click product

Step 3 : Click import product

Step 4 : Click Choose file & you can import the excel file

(Import excel format : Customer Code, Title, Customer Type, Name, Company, Email, Email 2, Mobile, Phone 2, Address Line 1, Address Line 2, Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number, Pan Number, Cst Number, Service Tax Number, Opening Balance, Ledger, Executive)

Step 5 : Click Import

Step 6 : Import the Product details based on your business Step 7 : Click save

This is where you can add your product design

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Design

Step 3 : Add Design button Step 4 : Fill the Product Design

Step 5 : Click Create

Brand

You can directly create your Product brand

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Brand

Step 3 : Add Brand button Step 4 : Fill the Product Brand

Step 5 : Click Create

Color

This particular tab will be applicable only for add your Product Color name, Code

Step 1 : Click Settings

Step 2 : Click product Settings Under Sales settings tab Then Click Brand

Step 3 : Add Brand button Step 4 : Fill the Product Brand

Step 5 : Click Create

This is where you can segregate your customers based on their types.

Step 1 : Click Settings

Step 2 : Click customer settings under income tab then click customer type Step 3 : Add Customer type

Step 4 : Fill the Customer type based on your customer Step 5 : Click save

Now Click Customers. All details relating to your customers can be created here. This serves as a customer database from where you can extract every detail of your customer.

This is where you can import Customer

Step 1 : Click Settings Step 2 : Click Income

Step 3 : Click Customer under customer settings tab Step 4 : Click Import Customer

Step 5 : Click Choose file

Step 6 : you can import the excel file

(Import excel format : Customer Code, Title,Customer Type, Name , Company, Email, Email 2, Mobile, Phone 2, Address Line 1,Address Line 2, Address Line 3, Country, City, Province/State, Postal/Zip Code, Tin Number, Pan Number, Cst Number, Service Tax Number, Opening Balance,Ledger, Executive)

Step 7 : Fill the relevant details & Save

This is where you can create various Taxes Class relevant to your Business

Step 1 : Click Settings

Step 2 : Click income under tax settings tab then click tax class Step 3 : Add tax Class

Step 4 : Fill the tax class details Step 5 : Click Create

This is where you can create various Taxes relevant to your Business. You also have the option to edit the tax rates whenever there is a change in tax rates

Step 1 : Click Settings Click income

Step 2 : Click tax settings under income tab then Click taxes Step 3 : Click Add tax

Step 4 : Fill the Tax details

(Tax Name, tax class, Abbreviation, Tax Type, subtype, Tax Number, Show Tax Number on Invoices, Ledger, Tax Rate)

Step 5 : If you want to Show Tax Number on Invoices Enable the checkbox Step 6 : Click Create

This is where you can segregate your purchase order based on their types.

Step 1 : Click Settings

Step 2 : Click   Purchase Order Settings under Expenses tab Step 3 : Click Edit

Step 4 : Choose the relevant details Step 5 : Click Save

All details relating to your vendors can be created here. This serves as a vendor database from where you can extract every detail of your customer

Step 1 : Click Settings

Step 2 : Click Vendor Settings under Expenses tsb Step 3 : Click Add Vendor

Step 4 : Fill your vendor details Step 5 : Click Create

This is where you can import Vendor.

Step 1 : Click Settings

Step 2 : Click Vendor Settings under Expenses tsb Step 3 : Click Import vender

Step 4 : Click Choose file & you can import the excel file

(Import excel format : Name, Vendor Type, Company, Email, Mobile, Address Line 1, Address Line 2, City, State, Country, Pincode, Tin Number, Service Tax Number, CST Number, PAN Number, Opening Balance, Ledger) Step 5 : Click import

Step 6 : Fill the relevant details Step 7 : Click save

This is where you create Users and assign rights to each user depending on their job roles in the company

Step 1 : Click Settings

Step 2 : Click User Access Restriction Settings under Leads Step 3 : Click Add Executive

Step 4 : Fill the relevant details Step 5 : Click Create

Now Click Accounts. This particular setting is where you can create various accounts head for your Business. Our Software comes with some general heads which is used by most of the businesses. If you want to create your own categories, you can create it as required

Step 1 : Click Settings

Step 2 : Click Accounts Settings under accounts settings Step 3 : Click Add settings

Step 4 : Fill the relevant details Step 5 : Click Create

This particular setting is where you can create various account Groups head for your Business If you want to create your own categories, you can create it as required

Step 1 : Click settings

Step 2 : Click account groups under account settings Step 3 : Click add a group button.

Step 4 : Fill in the relevant details Step 4 : Click create

In this particular setting you will be able to create asset, Liability, Income, Expense and bank Ac- count for billing purposes

Step 1 : Click settings

Step 2 : Click ledger settings under accounts settings Step 3 : Click add an Account button.

Step 4 : Click add account & fill the relevant details Step 5 : Click create

In this particular setting you will be able to create asset, Liability, Income, Expense and bank Ac- count for billing purposes

Using the DASHBOARD

All you have to do is log on to www.reachaccountant.com with your username and password. After logging into your Account, you will be automatically taken to the Dashboard screen

How to use POS

In this particular feature you can directly create new POS Sales Bill, Repair, Payment

Step 1 : Click                      POS under sales tab Step 2 : Click Sales Bill

Step 3 : Select customer name, mobile number, Address, Choose code and add a payment detail, Step 4 : Click Print Estimate, Save & Print bill, cheque payment, Step 5 : If you can create new Repair, Payment

Creating Invoice

This is where you can create/add invoice view the list of invoices made through the software with the status and performs the necessary action like converting the invoice to PDF, Print, Update, delete and cancel

Step 1 : Click Invoice under Sales tab Step 2 : Add invoice

Step 3 : Fill the invoice details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save

add Receipt function in sales

In this particular tab you will be able to, Add or Create receipt

Step 1 : Click Receipt under sales tab Step 2 : Click add receipt

Step 3 : Fill the receipt details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/ Print DC

import Receipt function in sales

In this particular tab you will be able to, Add or Create receipt

Step 1 : Click Receipt under sales tab Step 2 : Click add receipt

Step 3 : Fill the receipt details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then view/ PDF/Email /print/update/delete/cancel/ Print DC

Using Credit Note function in Sales

This feature helps you to create any number of credit note as required

Step 1 : Click Credit note under sales tab Step 2 : Click add Credit note

Step 3 : Fill the Credit note details

Step 4 : Save and create new (or) Save and email (or) Save and print (or) Save Step 5 : Click action button then PDF/print/email/add receipt/update.

Check all the reminders with ease

You can easily check all your reminders in a click

Step 1 : Click reminders under leads tab

Step 2 : Click Action button Convert it to Set Reminder FOS response, Edit remainder, Disqualify, Convert to quote, Convert to sales order, Sms to customer

Create Purchase Order

It helps to Create any number of Purchase order

Step 1 : Click purchase order under purchase Step 2 : Add purchase order

Step 3 : Fill the relevant details Step 4 : Click save

Step 5 : View purchase order (or) Create purchase order PDF (or) Mail pur- chase (or) Print purchase order (or) Edit purchase order (or) Delete (or) Con- vert to expense (or) Duplicate po.

Using Bill function in Purchase tab

You can create any number of Bill in this tab.

Step 1 : Click Bill under Purchase tab Step 2 : Add Bill

Step 3 : Fill the relevant details Step 4 : Click save

Step 5 : Click action button view bill (or) update bill (or) delete bill (or) add pay- ment (or) print tag

Step 6 : Convert to Print, Excel,PDF.

Adding a Payment

You can create payment in just one click with all the customer details and perform the necessary action like Print, Mail or take PDF of it.

Step 1 : Click Payment under expenses tab Step 2 : Add Payment

Step 3 : Fill the relevant details Step 4 : Click save

Debit Note function in Expenses tab

It can be used to create Debit note with all the customer details where you can save it as well as Email, SMS and create new for your customers

Step 1 : Click Debit note under expenses tab Step 2 : Add debit note

Step 3 : Fill the relevant details Step 4 : Click save

Step 5 : Click action button View (or) PDF (or) Mail (or) Print or edit (or) Add payment (or) Delete

Journal function in Accounting

Journal function under Accounting tab you can add or delete the income as and when required

Step 1 : Click Journal under Accounting tab Step 2 : Click add journal

Step 3 : Fill the relevant details Step 4 : Click Save

Step 5 : Click Action button Update journal or delete journal

Contra function in Accounting

Contra function under Accounting tab you can add or delete the income as and when required.

Step 1 : Click Contra under Accounting tab Step 2 : Click add contra

Step 3 : Fill the relevant details Step 4 : Click Create

Step 4 : Click Action button Update contra or delete contra

You can see various reports in this tab. All Email Reports, Lead Reports, Repairs Reports, Income Reports, Expense Reports, Inventory Reports, Accounting Reports, Tax Reports. let’s view only the unseen Reports

Question No.1

How to get the product description printed in Invoice?

SOLUTION

STEP 1              : Settings

STEP 2              : Invoice Settings under income tab STEP 3              : Edit

STEP 4              : For Invoice Settings, click the check box STEP 5              : Then click save.

STEP 6              : Log Out.

STEP 7              : Then Login the software.

Question No.2

How to reset the user’s password?

SOLUTION

STEP 1   : Settings

STEP 2   : Click Users under Users & Access restriction in admin tab STEP 3   : Click Add a user button.

STEP 4   : Click the check box (Do you want to reset password) and give new Password STEP 5           : Then click save

Question No.3

How to get quantity option in quotation?

SOLUTION

STEP 1              : Settings

STEP 2              : Click Customise under income tab STEP 3              : Click Edit STEP 4           : Click corresponding product based template STEP 5         : Then click save

Question No.4:

How to edit Invoice/Bill/Quote/Sales order No.?

SOLUTION

STEP 1   : Settings

STEP 2   : Click General Settings under Admin tab STEP 3   : Click Edit

STEP 4   : Click the check box

(Job sheet/Job order/Manufacture order/Invoice/Bill/Quote/Sales order/PO number Editable)

STEP 5   : Then click save.

Question No.5:

How to check net speed if Software is slow?

SOLUTION

STEP 1   : Check your Computer Internet speed at www.speedtest.net STEP 2           : Click Begin Test your Download speed should be minimum 2Mbps

Question No.6:

What to do if the invoice is unable to delete

SOLUTION

STEP 1   : Click Invoice under Income tab STEP 2   : Click view invoice under Action tab STEP 3   : Delete receipt under action tab.

STEP 4   : Click back STEP 5           : Click delete invoice

Question No.7: How to add Additional or Subtract Charges

SOLUTION

STEP 1              : Settings

STEP 2              : Click Invoice under Income tab STEP 3              : Click Edit

STEP 4              : In Additional Charges you can add the charges (Freight Charge, Transport Charge, Packing Cost, Service Charge ) &In Substract Chargves you can substract the charges (Ex: Discount Charge, Depreciation Sale). STEP 5           : Click save

Question No.8:

How to add logos in Invoice/PO/Quote?

SOLUTION

STEP 1   : Click Invoice under Income tab STEP 2   : Click print DC under action button.

Question No.9:

How to give access to the user if they want tosee other User’s Records?

SOLUTION

STEP 1   : Settings

STEP 2   : click user under users & access restriction in admin tab. STEP 3   : Action button and Update user.

STEP 4   : Enable the check the box (Allow him/her to access other person records)

STEP 5   : Click save.

Question No.10:

How to add Company Service Tax / TIN / CST No.?

SOLUTION

STEP 1   : Click My reach under settings tab. STEP 2   : Click Organisation name.

STEP 3   : Click financial Dates.

STEP 4   : Click Update under branch details. STEP 5           : In Tax Information you can add Service Tax / TIN / CST No. STEP 6          : Click save

Question No.11:

How to change the invoice Starting number ?

SOLUTION

STEP 1   : Click Reports. STEP 2           : Click Bank Reconciliation Report under Accounting Reports

Question No.12:

How to see the bank reconciliation report

SOLUTION

STEP 1   : Click My reach under settings tab. STEP 2     : Click Organisation name.

STEP 3   : Click financial Dates.

STEP 4   : Click Update under branch details. STEP 5           : Enter Invoice Starting No. under Proforma Invoice Settings. STEP 6        : Click save