FAQs

Easy Accountax is cloud accounting software. You and your Accountant can access it anytime from anywhere and from any mobile device as long as you are connected to the Internet. It’s very easy to use. You and your accountant look at the same data (‘one truth’ concept). No more sending spreadsheets or manual bills etc. All this means it saves your time & improves accuracy. Secondly, it provides you vital information on your business performance. Live positions of cash flow, profit and loss, accounts receivable, accounts payable enables your client to take control of your business.

Your accountant will have access to all your transactions in Easy Accountax with the help of super login. You both look at the same data. Send reminders, ask queries and interact with your accountant through the Easy Accountax communication channel as well.

Yes. All your data will be stored on the cloud. This means you have access to all your invoices, bills and historical data at your fingertips. You can scan your bills with your mobile and send it to EasyAccountax so you don’t have to worry about losing your physical bills.

Yes of course. Easy Accountax is designed for all types of businesses. Whether you are on flat rate scheme or standard rate scheme or not GST registered at all, you can use Easy Accountax.

Yes. Our GSP approved gateway lets you file GST returns online. You can also consult with your accountant to file GST returns.

Yes. You can customize your invoices by uploading your company logo and changing the colour schemes. You can find this under ‘Settings’ tab. Professional looking invoices can be created within seconds.

Yes, we will provide you Online payment gateway to collecting your customer bill for Accountant and Reseller.

We have a native application for Android and iOS.

Under cash basis Accounting, Revenues are reported on the income statement in the period in which the cash is received from customers. Expenses are reported on the income statement when the cash is paid out.

Under Accrual basis Accounting, Revenues are reported on the income statement when they are earned—which often occurs before the cash is received from the customers. Expenses are reported on the income statement in the period when they occur or when they expire—which is often in a period different from when the payment is made.

You do not need to pay any upfront fees or set up fees. We provide free trial. No credit card details are required for the free trial. At the end of your free trial period you can renew your subscription by selecting one of the available packages and pay for the subscription.

Our service is subscription based on the Software as a Service (SaaS) model. This means you pay every month for using the service. We offer couple of subscription packages. You don’t have a lock-in or contract period. You can cancel your subscription whenever you want. Please visit our Pricing page to view list of available subscriptions and their fees.

If you wish to cancel your subscription and no longer want to use Easy Accountax then log in to your account and go to Manage Company -> Manage Subscription. Click cancel button against the subscription you want to cancel. Once cancelled, you will receive an email confirming the cancellation. Kindly take the backup of your data or export it to a spreadsheet before cancelling the subscription. All data will be deleted from our server 60 days after cancellation or expiry of current subscription package.

We operate two types of payments options – monthly and yearly. You pay less on the yearly option. The monthly or yearly payment is taken in advance. You can pay by cheque, Bank transfer or by credit or debit cards.

We do not believe in charging extra for any of the Easy Accountax add-on. We champion for small businesses and support them in saving money and growing their business.

You can choose to have phone-based support or email support. Our email-based support is free and you can email us at support@easyaccountax.co.uk. If you have signed up for telephone support you can call us at our provided support contact number.

Yes, We will provide you chat application with your login details So you will provide easily chat support for your clients.

We will provide you all the training to set up and get going. We also provide training via webinars, training videos and user guides that are free of cost. If additional training were required, you would need to pay for these services. Please visit our training section to learn more about training.

Yes, Reseller can sell his White label software as per his own price or package.

Your data is stored in ISO-accredited, ultra-secure UK data centres. Data is backed up regularly and maintained by our experienced network engineers. Regular backups ensure your data is secure and can be retrieved incase anything goes wrong.

We use SSL connection that means all the communication between your browser and our server is encrypted and secure.

Yes of course. When you have logged in to your account there is an option to export your data in ‘Tools’  ‘Options’. You can export all data to a Excel.

If you are on the free trial and do not subscribe to one of our packages then your data will be held in our system for a maximum of 90 days after your leave. If you are one of our subscribers and decide to leave, your data will be held in our systems for 60 days after you leave. After these time periods all your data will be purged.

Yes, we provide extra storage if you want to extend your Cloud storage space.

You can become an Easy Accountax reseller. Just click here and fill in the form and one of our sales team members will contact you soon. If you decide to become Easy Accountax reseller then we will give you full training and support along with the incentives.

Easy Accountax is cloud accounting software. You and your clients can access it anytime from anywhere and from any mobile device as long as you are connected to the Internet. It’s very easy to use. Its customer friendly interface and powerful features like auto-reconciliation and online tax filing makes accounting a cakewalk. You and your clients look at the same data (‘one truth’ concept). All this means it saves your time &improves accuracy thus increasing the efficiency of your practice. Secondly, it provides value to your client by providing vital statistics on the business performance. Live positions of cash flow, profit and loss, accounts receivable, accounts payable enables your client to take control of your business.

Easy Accountax offers price match guarantee. It wants to provide quality cloud accounting software at affordable price to its customers. Easy Accountax does not believe in charging extra for additional modules hence functionality like payroll is included in the price. Easy Accountax provides unbeatable responsive customer service. . Easy Accountax will also customise the software as per your needs providing you additional functionality important to you

You only pay for subscriptions based on the number of client you have. Our subscription rates are discounted for partner Accountants. There are no extra or hidden charges.

Porting your existing data and clients into Easy Accountax is very easy. We have tools to migrate your existing data and clients over to Easy Accountax. Trial balances, customers, unpaid invoices and bills can be migrated with a few steps using our tool whenever you require.

Yes. Easy Accountax does provide locking facility for Accountants. Accountants can specify dates between which clients cannot enter transactions. There is functionality for locking the GST period as well. Clients will not be able to modify the GST type between certain periods.

Yes. Easy Accountax has flat rate, standard, zero GST rate scheme support

Yes. You can set up different permissions for your staff which means you get control over the functionality visible to your employees.

Yes. Easy Accountax will provide all the necessary training and support at the start to get you going with your practice.

No, If White label clients want to resell his software to another reseller he can’t resell.

Yes, we will provide Support white label’s clients.

If you are setting up company there you can add your GST details. Or else you can add in the settings > GST.

In the GST details page need to add your GST no., select your filing frequency, select you last return month, then update all this details.
Then we provide you two option for submit GST first if you will file GST through the software you need to add GST portal Username and select month when will you start filing GST return using the software? Second if you need to file by own export in excel or JSON then you can upload it government portal.

Yes, you can export it by clicking to export to excel button in the GST reports.

You can submit GSTR-1, GSTR-3B, GSTR-2 (under process from Government side). Also we will keep update as per government rules and regulation.

First you need to click on settings > Chart of Accounts > Add New Account > fill up the details and you can create new account in default account group like Revenue, expense , Asset, etc…

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Add Chart Of Account link:-https://in.securebooks.net/helpcenter/chart-of-accounts/#99

If you have purchased something from supplier for that you can add bill in the software.

Process > bill > create bill

That way you can add expense of your company.

Create Bill link:-https://in.securebooks.net/helpcenter/purchase-bills/#237
Video tutorial link:-

For Indirect expense you can pass the journal in the software.

Process > Manual Journal > create journal > select credit and debit account and pass the journal

If you want to  return the product and you want to get back the money to the supplier, you need to create debit note.

Process >Bill> click down arrow beside the create bill> select Debit note

Debit note link:-https://in.securebooks.net/helpcenter/purchase-debit-note/#268

For Purchase Report You need to click Reports > Daybooks Report > Select From and to date > select Purchase> Search

 

 

 

 

 

 

you can export it by clicking Export to excel button.

If you want to manage separate your transport charges you can create new account with Transport charges and use that account type while you will create an Invoice.

If the customers return the product and you want to return the money to the customer, you need to create credit note.

Process > Invoice > click down arrow beside the create invoice > select Credit note

Credit note link:-https://in.securebooks.net/helpcenter/sales-credit-note/#217

For Sales Report You need to click Reports > Daybooks Report > Select From and to date > select Sales > Search

 

 

 

 

 

 

you can export it by clicking Export to excel button.

You need to check Reports > Transaction report > search with particular account type and date.

Click Contacts > Customer > Click Customer name > there you can see Account Outstanding > click on Customer ledger > You can view, Print, export in PDF

First you need to create Business Group in the software. For that you need to click Settings > Business User Group > Create New User Group

Then Need to click Action button > Manage permission > select the role and permission and save the permission.

 

 

 

 

For Inviting User to this group. Click Settings > User > Invite User or Add Staff> Fill up the details > Save

User will get invitation email on that particular email address that you have entered. You need to activate account as per information in the email.

You can add financial period in Settings > Financial Years > Add financial Year > Start Date and end date > Save

Financial period link:-https://in.securebooks.net/helpcenter/setup-financial-details/#90

If you already created customer and supplier in the easy software then you need to click settings > opening balance > there you need to select date of opening balance and add opening balance that you have exported your previous software.

You need to click Settings > Inventory > Add Item

There you need to add your item details. If you need to track item with stock, you need to check mark  on “I track this item” .

Once you click on “I track this item” and save the details software will not allow to remove check mark or once you add item without check mark software will not allow to put check mark later.

Item tracking means software allow to create invoice once the Item in the stock otherwise software will show message “your Item is running out of stock”. Once you will generate a bill that time software will increase item stock and once you will generate invoice software will decrease item stock. This tracking is only work once you have put check mark on “I track this Item”

In order to generate Eway Bill directly from here, you will have to register from your Eway Bill account. To enable Eway Bill API access, kindly follow the steps mentioned below,

  1. Log into https://ewaybill.nic.in/.
  2. Go to Registration> For GSP
  3. Verify your account by OTP
  4. Select GSP name “Adaequare Info Pvt Ltd”
  5. Create your API username and Password.

If the Customers and supplier both are registered in GST then once you generated invoice after that you can see “Add E-way bill details option”.

a.)  If you haven’t add Transporter details before first you need to add Transporter details.

b.)  Need to add Transporter details.

c.) Fill up all the details and Save it. Once you save the details so, e-way bill generate in the software.

d.) Then you need to click action button “+” click on Generate E-way bill.

e.) Entered Username and password you have created While you have added GSP provider details in E-way bill portal.

f.) Then after click generate E-way bill that way software will generate E-way bill.

g.) Once it will generate E-way bill on Government portal then after once you click “+” Sign of action button you can see multiple option like Edit and Download PDF or delete.

Click Reports > E-way bill bills > Click Download e-way bill > Enter Username(GSTIN no.) , Password , select date > Download e-way bill

You need to click Banking > Create > Select Account type > Bank account > enter the bank account details > Save

Add Bank details :-https://in.securebooks.net/helpcenter/banking/#329

 

You need to click Banking > create > select Cash Account > add details > Save

a.) First you need to click Manage account of that bank In which you have received payment > click Receipt

b.) Need to fill up the details.

c.) Select the customer name if you have received from any customers in select entity dropdown otherwise you can select Not Applicable if you haven’t received from customers and you need to pass the journal entry in the software.

d.) Then need to click Record Unallocated Cash

e.) Once you click on Record Unallocated Cash so software will add money and you can see the payment entry in Bank transaction.

a.) First you need to find out that payment entry in Banking > Bank Transaction > then click on that amount.

b.) Need to click on Allocate sign.

c.) Then you can allocate it multiple invoices.

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