Xodox

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All the features you will need in an accounting software

Empowering Your Projects with Robust Tools and Seamless Functionality

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RECEIVABLES

Optimize Your Receivables Process

Take control of your cash flow management with Xodox Books. Streamline invoice generation, track payments effortlessly, and manage outstanding amounts with ease. Keep your finances organized and your business thriving.

Rapid Quote Creation

Quickly generate professional, personalized, and branded quotes from anywhere using your phone or desktop. Simplify the quoting process and lock deals faster.

Key Features:

  • Minimal effort required to create quotes.
  • Professional and branded designs to leave a lasting impression.
Professional Invoice Creation

Automate invoice generation for precise tax calculations and elevate your brand with custom branding. Expand your business globally with multi-currency and multilingual invoicing.

Key Features:

  • Automated tax calculations.
  • Custom branding for enhanced professionalism.
  • Recurring invoice creation for seamless payments.
Streamlined Order-to-Cash Process

Simplify your sales process with powerful sales order functionalities. Convert sales orders to invoices instantly. Running low on stock? Easily convert any sales order into a purchase order to replenish your inventory without delay.

Partial Invoicing Made Easy

Generate progress invoices by partially invoicing quotes with custom amounts for each line item. Allow customers to make proportional payments throughout the course of your service or item delivery.

Accept Online Payments Effortlessly

Enhance your client experience by enabling online payment options. Share payment links or provide access to a client portal for seamless transactions. Set automated reminders to ensure timely payments and improve cash flow.

Key Features:

  • Convenient payment links and client portals.
  • Automated reminders for on-time payments.
Automate Revenue Recognition

Ensure accurate financial records by deferring revenue recognition. With Xodox Books, recognize revenue as your products and services are delivered, based on the frequency you define. Keep your books accurate and compliant effortlessly.

Key Features:

  • Automated revenue recognition for precise financial records.

  • Flexible frequency settings for revenue recognition.

Implement Smarter Sales Approvals

Prevent unauthorized transactions and minimize errors in your sales process with single or multi-level sales approvals. Ensure accuracy in quotes, invoices, sales orders, and credit notes to maintain professional standards.

Manage Retention Payments with Transparency

Allow customers to withhold a portion of the invoice amount based on an agreed retention rate. Track the retained amount separately, ensuring full transparency until contract terms are fulfilled.

Start mastering your tasks with Xodox Books today!
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PAYABLES

Manage Your Finances with Xodox Books

At Xodox Books, we believe that smart financial management is the foundation of every successful business. Our innovative solutions empower you to take control of your payables, enhance vendor relationships, and streamline expense tracking. Here’s how we help you stay ahead in managing your finances efficiently:

Simplify Vendor Bill Management

Stay in Control of Your Payables

Get a clear picture of what you owe and to whom. Convert vendor invoices into bills, record full or partial payments, and apply vendor credits with ease. Xodox Books ensures you never miss a payment deadline, strengthening your business relationships and keeping operations smooth.

Streamline Your Purchase Order Workflow

Strengthen Vendor Relationships

Xodox Books optimizes your purchasing process by offering end-to-end tracking for orders, deliveries, and payments. Maintain optimal inventory levels and ensure every transaction is clear and efficient, so your business keeps moving forward.

Effortless Expense Tracking

Go Paperless and Stay Organized

Ditch the clutter of physical receipts and track all your business expenses digitally with Xodox Books. Auto-scan receipts, categorize expenses, and set up recurring expense entries for ultimate financial clarity.

Centralized Document Storage

Keep Everything in One Place

Never lose an important document again. Xodox Books helps you organize and access all your business documents in one central location. Attach receipts to expenses or bills, and sort documents into custom folders for quick access.

Reconcile and Validate Bills with Confidence

Pay Only for What You Receive

Ensure accuracy in every purchase with Xodox Books. Match bills with purchase orders and receipts, and get instant notifications about price or quantity mismatches. Protect your business by only paying for verified purchases.

Simplify Purchase Approvals

Gain Full Control Over Purchases

Keep your finances in check with single or multi-level purchase approvals. Xodox Books streamlines the approval process for bills, purchase orders, and vendor credits, ensuring accurate and timely payments to vendors.

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TAX COMPLIANCE

Navigate the World of Compliance with Confidence

At Xodox Books, we empower businesses to master the intricate landscape of compliance with ease and efficiency. Whether you’re managing sales tax or navigating vendor payments, our solutions are designed to simplify your processes, save time, and ensure accuracy every step of the way.

Track Sales Tax with Ease

Managing sales tax shouldn’t be a hassle. With Xodox Books, you can:

  • Track Tax Exemptions: Keep a clear record of tax exemptions to avoid unnecessary payments.
  • Stay Ahead of Payments: Monitor your liabilities to state tax authorities and ensure timely payments.
  • Generate Accurate Reports: Create detailed sales tax liability reports that provide a comprehensive view of your tax obligations.
Seamless 1099 E-Filing & W-9 Management

Simplify your vendor payment tracking and compliance reporting with our robust 1099 and W-9 management features:

  • Collect and Manage W-9 Forms: Easily gather and store W-9 forms for your vendors, ensuring complete and accurate records.
  • Streamline Vendor Payments: Track payments made to 1099 vendors with precision, minimizing errors and maximizing efficiency.
  • Instant 1099 Generation: Generate 1099-MISC and 1099-NEC forms instantly, ready for distribution.
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BANK RECONCILIATION

Sync Your Bank and Books Seamlessly

Experience the ultimate balance between your financial records and bank statements with Xodox Books’ advanced bank reconciliation module. Whether you manage multiple bank accounts or credit cards, our solution ensures a streamlined process. Import transactions automatically or manually, and let our intelligent matching algorithm do the work for you. Save time, reduce errors, and take control of your finances effortlessly.

Automated Bank Feeds

Automatically sync your bank feeds with Xodox Books to keep your financial data up-to-date. Prefer a manual approach? No problem! Simply import your bank statements with ease, and let the system prepare your transactions for seamless reconciliation.

Smart Transaction Matching

Let our intelligent matching algorithm take the guesswork out of transaction management. Automatically categorize and match transactions or use custom rules to align withdrawals and deposits to the right accounts effortlessly. Save time and focus on what matters most—growing your business.

Streamlined Reconciliation Process
Close your books faster and with greater accuracy. With Xodox Books, your bank accounts and business transactions stay perfectly synchronized, making end-of-month reconciliation a breeze.
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INVENTORY

Manage Your Inventory with Ease | Xodox Books

At Xodox Books, we understand the vital role inventory management plays in the success of your business. Our mission is to empower businesses with efficient tools that streamline operations, improve accuracy, and support growth. With our innovative solutions, managing your inventory has never been easier. Explore our advanced features designed to optimize stock management and enhance your business operations.

Organize Your Inventory
  • Define Items Clearly: Maintain an organized inventory by detailing each item, including cost and sale prices, quantity units, SKUs, product photos, and current stock levels.
  • Streamlined Management: Easily access, update, and manage item details from one centralized platform.
Create Customized Price Lists
  • Flexible Pricing Options: Develop tailored price lists with markups or discounts to suit specific sales or purchase transactions.
  • Simplify Transactions: Associate price lists with invoices, quotes, or purchase orders for seamless operations.
Proactive Restocking Alerts
  • Set Reorder Points: Avoid costly stockouts by setting minimum stock thresholds for each item.
  • Instant Purchase Orders: Receive alerts when stock levels dip and instantly send purchase orders to your preferred vendors for efficient restocking.
Accurate Inventory Adjustments
  • Manage Discrepancies: Make quick adjustments for damaged, missing, or revalued stock items.
  • Maintain Records: Ensure accurate inventory data with up-to-date records of stock value and quantity.
Advanced Inventory Control
  • Enhanced Modules: Unlock features such as composite items, item groups, packages, shipments, and bulk adjustments for advanced inventory control.
  • Scalable Solutions: Whether you’re a small business or growing enterprise, our advanced tools grow with your needs.
Seamless Integration for eCommerce
  • Real-Time Synchronization: Connect your inventory with popular online sales channels like Amazon, Etsy, eBay, Shopify, and Zoho Commerce.
  • Boost Efficiency: Maintain accurate stock levels across all platforms to deliver a consistent shopping experience.
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PROJECTS ACCOUNTING

Key Features
Transform Time into Profit with Xodox Books

At Xodox Books, we help you turn your time and effort into measurable success. Whether you’re managing multiple projects, tracking budgets, or billing clients, our tools are designed to streamline your workflow and maximize profitability. Explore how Xodox Books empowers your business to thrive.

Project Budgeting
  • Set cost and revenue budgets to monitor income and expenses.
  • Allocate budgets for tasks, team members, or total hours spent.
  • Generate Budget vs Actuals reports to evaluate project performance and make informed decisions.
Project Timesheets and Approvals
  • Allow your team to log time directly through the web app, browser extension, or mobile app.
  • Use built-in timers to track work in real-time.
  • Enable internal and customer approvals for timesheets before billing.
Simplified Billing and Expense Management
  • Invoice clients based on total cost, hours worked, tasks completed, or expenses incurred.
  • Track every penny spent on a project, whether billable or non-billable.
  • Issue project retainer invoices to manage upfront payments.
Maximize Project Profitability
  • Access detailed profitability reports to evaluate project performance.
  • Allocate resources effectively to improve efficiency and profitability.
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