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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.
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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. |
  
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”.
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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!
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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.
to exit this window.
to confirm the change.
