Pilina Business Central Software

Manage your Inventory like a pro!

Get insights into better-performing items, never run out of stock, and maintain the right customer experience. Work with features like unlimited items, variants/SKUs, transfer orders, adjustments, and warehouse management.

Full Features

• Create Transfer Orders
• Add unlimited items
• Groups items
• Define items variants and SKUs
• Make Inventory adjustments
• Add reasons for adjustments.
• Generate inventory reports
• Know when you are understocked
• Track item with Print-ready barcode
• Manage Warehouses
• See the history of all Inventory activities.
• Transfer items between warehouses

Unlimited Items

Add/Track unlimited products and services to the inventory management app with details such as description, image, category, available stock, and return availability. You can distinguish each item category by colour for easy identification.

Item Group and Variants

Add several items to your inventory with variations in sizes and colours. Define unique category, tax rate, SKU number, and unit of measurement for an item to ensure you never mix up your sales transactions.

Warehouses

As your business grows, you can add and manage several warehouses. Define warehouse details such as phone number, email address, location, postal code, and country. See the transactions of every warehouse at a glance.

Barcode Tracking

Generate and print barcodes for every item and easily track them to ensure inventory accuracy, control, and cost savings. You can select a default format for your barcode and customize the numbers for each item.

Reporting

Get summary reports of your purchase and sales. See your stock status to know when you are understocked, and plan purchases accordingly. You can also generate reports per item with available stock info, income, expense, and quantity by the warehouse.

Inventory Adjustment

Reduce errors in the amount or number of available items. Make updates to items that are missing, damaged, or stolen. Inventory adjustment allows you to adjust your records in agreement with the actual physical/virtual inventory.

Easily Balance Financial Transactions

Reduce errors, maintain compliance, and a healthy cash flow. Prepare detailed financial reports with the general ledger, manual journals, trial balance, chart of accounts, and balance sheet for informed decision-making.

Full Features

• Multiple financial accounts
• Automatically capture data in your balance sheet
• Categorize Asset accounts
• Track Depreciation
• Accrual or Cash Basis records
• Categorize transactions by Codes
• Custom reports
• Debit/Credit transaction entries
• General ledger
• Trial Balance
• Chart of Accounts
• Profit and Loss statements
• Assets summary
• Liabilities Summary
• Equity reports
• Expenses summary

Chart of Accounts

Add/manage multiple financial accounts, and split them into categories for effective and faultless record-keeping on the general ledger. You can define the type of account as Asset, Liability, Expense, or Equity. Accounts can either be Parent or sub-accounts.

Reporting

Generate custom reports specific to the Journal Entries, Profit and Loss statements, the General ledger, Trail Balance, and Balance Sheet. Get valuable insights into your business’s financial health for informed decision-making.

Manual Journals

Automatically record all transactions in your business or manually enter them. You can define account, currency, and accounting basis (cash or accrual) on manual transaction entries and attach supporting documents if necessary.

Balance Sheet

Close your accounting period with proper records for all transactions. Work with the trial balance, double-check for potential accounting errors, and keep your business compliant with GAAP financial reporting requirements.

Flawless management of your payroll

Simplify your payroll processes with the Payroll application. Error-free manage employees’ salary payments with custom payment periods and frequencies. Add employees, manage transaction details such as bonuses/deductions, and generate pay slips.

Full Features

• Link and manage more than one company payroll
• Add attachments
• See Payroll transactions in the Journal entry
• Customize payment method for employee/contractor
• Create, Edit, Approve or Remove pay calendars for each employee
• Add different pay items such as meals, reimbursements, or bonuses.
• Deduct applicable taxes
• Categorize Payroll transactions as Expenses
• See a summary of your payroll schedule
• Determine pay calendars on specific dates(weekly, bi-weekly, or monthly)

Multiple Pay Calendars

Add employees/contractors and customize payment for each one of them. You can add as many payments as required and set the recurrence to bi-weekly, monthly, or weekly. Select specific days you want each transaction and Payroll auto-send payment notifications.

Unlimited Employees

Add unlimited employees/contractors to your Payroll management system and create personalized payment schedules for each. The Payroll app auto-syncs data from the employee’s app and lets you tailor payments to every staff or individual contractor.

Benefits & Deductions

Adjust and auto-calculate Benefits (bonuses, commissions, allowances, expense reimbursement, etc.) and Deductions (advance pay, loan, miscellaneous deductions, etc.) for each employee without errors. You can personalize your list of benefits and deductions.

Print-ready Payslips

Automatically generate Payslips for every payment with transaction details such as employee information (tax number, department, and bank account details) and benefits/deductions. You can print Payslips and or save them as PDFs.

Streamline your expense claims.

Simplify expense reimbursement – create, approve, upload, and reconcile employee reimbursements on the go.

Full Features

• Import/Export expenses
• Set due dates for expense claims
• Mark for reimbursement
• Make payments online
• Categorize expense claims
• Add approver for expense claims
• Download or Print expense claims
• Generate reports for claims by employees
• Add unlimited vendors
• Attach documents to support claims
• Add reasons for refusals
• Define the details of claims with footer notes
• Quick add items/services for claims

Create Expense Claims

Track every expense your business or employee makes to meet financial obligations and maintain financial stability. Creating expense claims can help reduce your tax payments, improve cash flow, and better allocate financial resources. You can stay on top of your expenses and get reimbursed quickly.

Approve/Refuse Expense Claims

Choose an Approver of an expense claim and send an approval request to notify them for a quick response. Approved expenses are automatically updated in your Chart of Accounts, while refused expenses allow the approver to provide supporting reasons for refusal when necessary.

Reimburse Employee Expenses

Create or allow your employees to add expenses and mark them as “Paid By Employee” for reimbursement. Employees can make a list of expenses – travelling on business or conducting business-related activities and purchases on behalf of the company – and add them for reimbursement.

Expense Claims Summary

See a summary of your expense claims at a glance. Track outstanding, approved, and pending expenses and plan follow-up actions accordingly. See a list of created expense claims and their statuses, such as paid, approved, pending, or refused.

Simplify and Optimize Project Management

Simplify how you do project management with automatically created timesheets. Track expenses and optimize your processes for project profitability. The Projects app allows you to create unlimited projects, connect associated invoices/bills, discuss specifics with your team, and never miss delivery deadlines.

Full Features

• Add and manage Multiple Projects
• Get an overview of your projects
• Add/Delete multiple Tasks
• Add Team members and assign projects/tasks
• Define Billing style – Project hours, Task hours, or Fixed rate
• Automatically create a Timesheet for tasks
• Set Milestones to measure progress
• Connect Invoices/Bills to Projects
• See a Project activities timeline to track changes
• Track project transactions – Income and expenses
• Foster teamwork – start discussions and rate great ideas
• Start/Stop tasks for accurate time tracking
• Project Cash flow statement
• Set task Priority
• Detailed descriptions for every project, task, or milestone

Overview at a glance

See a summary of a project’s progress and evaluate profitability. You access all related tasks from the project dashboard with date information, active discussions with team members, and a timeline of incoming and outgoing transactions presented on a chart.

Tasks & Milestones

Feel the pulse of our project management efficiency with tasks and milestones. Split your projects into multiple tasks and create milestones to track your progress accurately. You can set milestones independently or connect them to project tasks to evaluate progress.

Timesheets

Don’t get the short end of your project deals. Keep a detailed track of hours spent on each project task and invoice clients accordingly. Starting a task will instantly create a timesheet to record project time. Your project invoices are automatically calculated using timesheet data.

Financials

See all income, expenses, invoices, and bills associated with each task to get a good measure of the total cost for each project. Invoices/bills connected to existing projects and listed within the project with transaction details such as date, number, account type, and amount.

Streamline Your Customer Relationship Management

Track every step of your customer interaction and build better business-client relationships. Add contacts, qualify leads and update your sales pipelines with ease. Optimize time management, and deliver personalized customer services.

Full Features

• Schedule Calls and Meetings
• Create tasks for Companies/Contacts
• Add multiple contacts
• Add multiple companies
• Add notes/descriptions to Companies/Contacts
• Generate Activity and Growth reports
• View detailed Activity logs
• Send custom emails
• Open, Win, and Close deals
• Connect invoices to deals

Contacts

Add unlimited contacts to your CRM with detailed information, including company, currency, acquisition stage, and contact owner. You can define acquisition sources for each contact to get insights into which marketing efforts/platforms yield the best result.

Companies

Create and manage companies. Define a default Currency and Stage for each customer in the company. Add, Delete and Update records to keep a clean list of contacts.

Deals

Open deals and track every step of the customer journey from the proposal to the winning stage. You can customize your pipeline stages, create new ones, and filter based on status – Open, Won, Lost, or Deleted.

Activity Log

Keep tabs on every company/customer interaction to gain insight into the time spent managing contacts or moving them from one acquisition stage to another. See daily logs of activities, such as call/meeting schedules, notes, emails, deals, and tasks.

Reports

Generate reports that provide insights into the performance of your customer acquisition efforts. See a breakdown of leads, opportunities, and subscribers acquired within a financial year and develop strategies to improve them accordingly.

Generate Invoices

Connect invoices to contacts in your CRM and easily reconcile transactions for accurate accounting. Contacts created in CRM are auto-synced with your Pilina Business Accounting customer data, easing your process of generating invoices for every closed deal in your CRM pipeline.