Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the home page of AlignBooks.
We go by the saying “Home is where the heart is” and this is how we built our landing page, carefully crafting the pieces together keeping your work flow and ease of usage in mind.
AlignBooks works based on modular approach to handle day to day complexities and everything is aligned and updated in real time no matter which module you are in. Everything inside AlignBooks works by “click and play” and not just by passing entries all the time. After all, we were not making just accounting software. We have successfully tried combining technology with commercial wisdom whilst keeping your daily challenges in perspective and have used a similar approach in developing our pages too. Our home page is divided into 22 parts:
Home : Wherever you are in the application, clicking on this Icon will always bring you back to the Home Page. This way you always have a safe way out to seek what you really want to explore.
Subscribe :  Clicking here allows you to check your subscription detail. AlignBooks works on subscription model which is explained here;
AlignBooks offer a trial period validity of one month from the date of Registration. Thereafter, you have to buy a “Subscription Key”. Let’s understand what subscription key means to you.
Subscription Key :  When you buy a Subscription, AlignBooks will deliver a “Subscription Key” on your Registered Email ID. The Subscription Key is not linked with Company or User. You can apply this key on any Company for which you want to increase validity period or increase the number of users. You can buy as many subscription keys as you want and apply them at your convenience to activate subscription.
Subscription Key Validity : One Subscription Key is Valid for One Company and comes loaded with five user license for a period of one year. The date of validity for the key is from the time you apply the key in the product not from the date of purchase. So, the period of validity of key is counted from the date you apply and not from the date you buy the key.
We will intimate you on emails when you are nearing expiry.
Please note that we respect your data and if your subscription gets expired, you would still be able to view or print your reports. You will not be allowed to make new entries though.
Billing Information: Here you can see your billing details. 
Buy Subscription : click here to buy a new subscription which is delivered as a key, the system will prompt you to AlignBooks Suite to select a product variant. Click here “Product variants and Pricing” to know more about AlignBooks product variants and pricing. 
Rate Partner:  Click here to rate our partner. AlignBooks has channel partners in place who actively sells the product. We constantly endeavour to increase our service standards and would be happy to have your rating on our partner standards. 
Enter the partner ID and click on OK to validate the partner ID.
Rate the partner by clicking on number of stars you want to rate. The more stars clicked, higher the rating.
Clicking on “Update Rating”.
Click on close the window to exit.
Apply Subscription : Click here to apply subscription. As explained before; when you buy a new Subscription, AlignBooks will send a Subscription key on your registered Email ID which you can apply;
To create a new Company.
To increase Validity period of existing Company.
To Increase number of Users in existing Company.
It’s the application date which counts as the start date for license validity and not the purchase date.
1.     Select / Create Company  :Click here to create or select a Company. We want you to work fast with accuracy at your command. With this in mind, we have aligned multiple companies in one platform so at a click of a button you can swap and change companies. If you have open more than one Company, always select a company for which you want to make transaction entries or view reports.
You can make a company as your default company i.e. that company will remain selected as your base company upon your next login.  To make a company as your default company, click on against  the company you want to make default. 
Create Company: Click here to create a New Company. The system will prompt to a new window, enter the required details.
Business Type:
Select “Business Type”  from Drop Down list.  As you can see we have already identified categories that you may have as your business model. 
Select your “Country”  from the drop down list. This will help us load your relevant currency and tax regime.
Company Name:
Type the Name of the company.
Default COA type :
Select Default Chart of Account  applicable to your Company i.e. Corporate or Non Corporate. We believe in automation and hence based on your selection we will load a tailor made chart of account for your data input and analysis. Stay relaxed, you can change add or delete as  many accounts as you want. 
Click on and the system will create a new company for you with default setup values. Now you can select your newly created company and can start work. If you want to change setup for this Company, you can do under Configuration module.
Click on to exit this window.
If you already have an unused Subscription Key, proceed to Apply Subscription to apply the Key and enjoy working.
Display Bar : Here you can see in display, the selected company name, User Name, Accounting period and last Document opened.
Modules:  AlignBooks is built around modules and the critical ones are featured in prominence. You can click on any menu and you will find subcategories under each one of them.
Sales : Here you can create your Customer Master, Define Sales Pricing structure and generate documents like Estimate, Orders, Dispatch Notes, Sales Bill /Invoices, Debit Notes, Credit Notes, Sales Return, Payment Receipts. Here you do, what you should really be doing; making and counting sales and measuring your competitiveness!
Purchase :  Here you can create your Vendor / Supplier Master, Define Purchase Pricing structure and generate documents like, Orders, Goods Receipt Notes, Purchase Bills, Purchase Debit Notes, Purchase Credit Notes, Purchase  Return, and Vendor Payments. Here you manage your cost base to remain alive.
Finance: Here you can verify your Chart of Accounts and generate documents like Receipt Vouchers, Payment Vouchers, Transfer Journal, Adjustment Journals and Expenses Journals. This is simplification of what you are used to doing in accounting packages.
Inventory :Here you can create your Item Master and generate documents like Stock Adjustment, Material Issue, Material Receipt, Branch Issue Request, Branch Issue and Branch Receipt. Yes, we have got every eventuality covered till you run out of scenarios in inventory management.
Production : Here you can generate documents like Bill of Material, Assembling, Disassembling, Material Issue request, Issue to Production floor and Received from Production Floor. We allow you to value your production in your way and assist you with automation in AlignBooks way.
Asset : Here you can create Asset Master, maintain inventory of Assets and generate Asset Transfer Document. You can deploy your control on your assets.
Reports : Here you can view and print all your reports to suit your style. You get the real extra than simply tallying pennies!
Post Recurring : Our mind has a tendency to forget at times. To overcome mistakes and avoid repetition of submissions, we have provided you with the facility to post your recurring vouchers, orders and invoices in one click and without undergoing the whole process of making them all over again.
For Example – You can automate the recurring scenario where you are in service Industry and providing fixed service to clients and charging fixed monthly remuneration and are in need to raise an Invoice every month.
As you can see in picture above a list of transactions on which post recurring already stands applied are displayed here. The pending entries in this form comes in from the respective modules. Click here  “Schedule a Document”,  to know more about how to make schedule of a document.
The list displays all the relevant details to let you identify the voucher with a column captioned as under which the system display the date on which a document is due to be posted. The last column in the list captioned as “Post” is showing the posting status as “Pending”. This column rows are editable. Click here to select your specific option from drop down as “Post” or “Clear”. You can even let it remain pending till you decide.
After selecting your option for each voucher, click on to execute your action. Vouchers for which you have selected “Post” will be posted in accounts and will disappear from the list.  Vouchers for which you have selected “Clear” will also disappear from the list and only vouchers pending for your decision will remain.
If you want to post all Bills/Vouchers appearing in the list in one go, click on appearing with “Post All” at the bottom of the Form.
Export :  Click on to Export the data as visible in the list to an Excel Sheet.
Search :  If you looking for any particular Bill/voucher, enter here a text/number matching to Description, Voucher Type, Party or Amount.  The system will short list the bills/vouchers with matching text.
Sort : If you want to sort data on a particular field, click on the label of that field, your data will be sorted on that field. You can reverse the order of sorting by just Double click on the label of that particular field.
Click on to Exit from the Post Recurring.
Frequently Used : Under this Icon we have grouped some frequently used Entry and Report modules to give you ready access. It is just a short cut to avoid going through the regular Menu options.
8Refresh :  Clicking here allows you to refresh your connection to data. At times, you might want to click on refresh button to ensure you have the latest set of data on your screen.
Financial Period : Click here to make an easy shift from one accounting period to another. You can select any accounting period from drop down list and press to confirm the change.
Opening Transactions : If you are using AlignBooks for the first time and have not migrated the data from your previous software, click here to incorporate your brought forward balances.
There are four key categories for which opening entries might be needed for a successful migration.
Bills Outstanding Customer: 
Click here to enter customer wise outstanding bills as on the opening date of your financial period. If you do not maintain bill wise details, you can post the data in one such previous bill. To learn more about how to make entries, click here “Bills Outstanding- Customer”.
Bills Outstanding Supplier: 
Click here to enter vendor wise outstanding bills as on the opening date of your financial period. If you do not maintain bill wise details, you can post the data in one such previous bill. To learn more about how to make entries, click here “Bills Outstanding- Supplier”.
Opening Stock:                  
Click here to enter location wise details of the opening inventory items. To learn more about how to make entries, click here “Opening Stock”.
Opening Financial:
Click here to enter the opening financials for the entity to commence books of accounts. To learn more about how to make entries, click here “Opening Financial”.
Configuration : If you are a new user and/or you have opened a new business entity, you might first want to review and setup the configuration features to meet your specific requirements and fully use all the available functionalities.
To learn more about Company Setup and functions click here Introduction to AlignBooks – Company Setup.  We have not left any stone unturned to match your requirements here!
Favorite : Click here to add your favorite Entry or Reports module for quick access. This helps you stay efficient.
Support Ticket :  Click here to generate a Support Ticket. We are eager to support and our team will get in touch with you at first priority.
User Profile :  Click here  to manage your profile, change password and logout to close you current session.
Doc Folder :  Click here to store your important documents and files for quick access and backup.
Notifications : Click here to see the notifications received from colleagues or our support team. AlignBooks had inbuilt messaging system for collaborative working.
Search  :  Click here to search for any specific data label.
18Dash Board :    We are constantly trying to give you just beyond accounting. This area helps you monitor the health of your business. Here you can see your most critical data refined in a neat format for your easy use. We tried to give you what is really relevant for your day to day                     tracking.
19Access Panel :  Click here to check the relevant Dashboard and go directly to the what matters you the most; your Customers, Suppliers, Finance, Inventory.
20Legal :  Click here to read our Legal policy.
21Privacy :  Click here to read our Privacy policy.
22Security :  Click here to read our Security Policy.
We wish you the best of experience with AlignBooks. Happy Aligning!
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