New Project

Overview:The New Project Form in TamilAccounting ERP is designed to help users create and manage projects effectively. This form captures all necessary details related to a project, including customer information, project codes, financial details, and task assignments. By completing this...

Proposal Inquiry

A proposal is a written document sent to a prospective client in order to obtain a specific order, which actually connected with both customer and leads. when its committed or accepted, We can convert the lead as customer and move...

New Proposal

A proposal is a written document sent to a prospective client with the intent of securing a specific job or project. It functions similarly to a sales order or quotation, but can be generated for both customers and leads. When...

New Estimate

An Estimate is a crucial business transaction document created to initiate or continue business dealings between a company and its customers. It serves as a preliminary document that outlines the expected costs and terms of a potential transaction, helping to...

New Project Invoice

A Project Invoice is a specific type of invoice issued for billing a customer against a particular project. These invoices can be created for projects with fixed pricing or for those that involve progress-based billing, where invoices are generated based...

New Tasks

A task is a crucial component of a larger process or project, typically segmented into smaller, manageable parts to ensure the successful completion of the overall objective. Each significant project is accomplished through milestone achievements, with tasks serving as the...

New Leads

A Lead is an individual or organization with an interest in what you are selling. The interest is expressed by sharing contact information, like an email ID, a phone number, or even a social media handle. We are going to...

New Opportunity

An Opportunity is a qualified prospect who has a high probability of becoming a customer. An Opportunity should have a success point your product or service can bring an opportunity to your revenue. The interest of a customer turned as...

New Email Campaign

An Email Campaign is one email (or a series of email) sent to achieve a specific goal for the marketer.To create a new Email Campaign you can make the emails list and with that create different emails campaigns list. That...

Projects Inquiry

The Projects List in TamilAccounting ERP provides an overview of all ongoing and completed projects within your organization. This interface allows users to manage, edit, and track the status and financial details of each project. The Projects List is essential...

Estimates Inquiry

Overview:An Estimate in TamilAccounting ERP is a financial calculation prepared based on judgment, historical data, and experience. Estimates are crucial in preparing financial statements when exact values are not determinable. The Estimates List under the CRM module allows users to...

Project Invoice

The Project Invoice Inquiry page in TamilAccounting ERP allows users to review, filter, and manage project-related invoices. This page provides a comprehensive overview of all project invoices, enabling you to track payments, monitor due dates, and ensure that all project...

Tasks list and Inquiry

Overview:The Tasks List in TamilAccounting ERP provides users with a detailed overview of all tasks assigned within the system. This interface allows users to manage tasks efficiently by providing filtering options, task status updates, priority settings, and the ability to...

Leads

A Lead represents an individual or organization that has shown interest in your products or services. This interest is typically expressed through the sharing of contact information, such as an email address, phone number, or social media handle. The Leads...

Opportunities List and Inquiry

An Opportunity in TamilAccounting ERP represents a qualified prospect who has shown a strong interest in your product or service and has a high probability of becoming a customer. Opportunities are critical to the sales process as they typically involve...

Project Detailed View

OverviewThe Project View page provides a comprehensive summary of all the key details and progress related to a specific project within the system. This view is essential for tracking the status, expenses, tasks, and other project-related activities.Details in Project ViewHeader...

Proposal Detailed View

OverviewThe Sales Proposal View provides a detailed summary of a sales proposal created for a customer. This view is used to manage and track the status of a sales proposal, including its validity, customer details, and the items or services...

Sales Estimate View

OverviewThe Sales Estimate View provides a detailed summary of a sales estimate prepared for a customer. This view is used to manage and track the status of a sales estimate, including its validity, customer details, and the items or services...

Project Invoice View

OverviewThe Project Invoice View provides a detailed summary of an invoice generated for a specific project within the TamilAccounting system. This view is essential for tracking the billing and payment status associated with project work. The invoice can include various...

Task Detailed View

OverviewThe Task View in the TamilAccounting system provides a comprehensive overview and management interface for individual tasks within projects. This view is crucial for tracking the progress, status, and details of tasks assigned to team members.Details in Task ViewTask Overview:Task...

Lead Detailed View

OverviewThe Lead View in TamilAccounting is designed to manage and track potential customers (leads) from initial contact through to conversion. This interface provides an organized way to view and manage details about leads, ensuring that sales opportunities are not missed...

Opportunity View

OverviewThe Opportunity View in TamilAccounting provides a centralized place to manage and track potential sales opportunities within the CRM module. It is designed to give users a comprehensive view of the details related to each opportunity, ensuring that sales teams...