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The Snapshot
- First Published: 01 March 2020
- Product Category: Financial
- Technology Stack: PHP CodeIgniter, HTML5, CSS3, Bootstrap3, JavaScript, jQuery, MySQL
Munance – A simple and useful financial tool for the organization!!
Munance is a company management tool where admin can manage details of clients and employees, generate quotations, invoices and proforma invoices to clients, track payments received and pending, setup projects - add timeline to track development of the project.
Assign tasks to employees, generate logins to employees by filtering the permissions and chat between the employees. You can even create a group chat!!!
Generate various Reports within a date range. Lot of settings options to set Tax rates, company details, Bank details, SMTP email details and many more..
The Highlights - Financials
Generating Quotes, Invoices and Proformas are important things for the business. Create them, attach and send emails to the clients, share the link over chats, download and print.
Communications is the key
Chat with your colleagues in your company either personal or in a group
Be in Time
Tasks keep you updated
Create tasks to yourself or to your team member. Set statuses for the tasks. Pending tasks will be displayed on the dashboard for easy viewing.
Personalise your product
Important settings that you can manage to keep your company rolling!!
Company Profile
Set company details like name, logo, address and contact details. The address, logo and other details will appear as company details in Quotes, Invoices and others.
SMTP Settings
Gmail SMTP settings need to be configured for sending emails like sending invoices to customers. The steps to follow to generate client ID and secret is given in the settings itself.
Bank Details
Bank Details if set in the settings are displayed in documents like quotes, proformas and invoices to notify the customer about company's bank account number, IFSC, etc.
Screenshots
Dashboard page](/content/web_assets/images/munance/dashboard.jpg "Dashboard"/index.html)
Manage Clients of the company](/content/web_assets/images/munance/view_clients.jpg "Manage Clients"/index.html)
Manage Employees of the company](/content/web_assets/images/munance/view_employee.jpg "Manage Employees"/index.html)
Manage Projects handled by the company](/content/web_assets/images/munance/view_projects.jpg "Manage Projects"/index.html)
Maintain project timelines](/content/web_assets/images/munance/project_timeline.jpg "Projects Timeline"/index.html)
Manage Products and Services of the company](/content/web_assets/images/munance/view_products.jpg "Manage Products and Services"/index.html)
Generate and Send Quotations](/content/web_assets/images/munance/view_quote.jpg "Manage Quotations"/index.html)
Generate and Send Invoices](/content/web_assets/images/munance/view_invoice.jpg "Manage Invoices"/index.html)
Generate and Send Proforma Invoices](/content/web_assets/images/munance/view_proforma.jpg "Manage Proforma Invoices"/index.html)
Record received Payments](/content/web_assets/images/munance/view_payment.jpg "Record Payments"/index.html)
Create Tasks](/content/web_assets/images/munance/view_tasks.jpg "Manage Tasks"/index.html)
Personal and Group Chats](/content/web_assets/images/munance/group_chat.jpg "Group and personal chats"/index.html)
Manage User Roles](/content/web_assets/images/munance/manage_roles.jpg "Manage User Roles"/index.html)
Manage Admin Users who can use the admin panel](/content/web_assets/images/munance/manage_user_list.jpg "Manage Admin Users"/index.html)
Reports | Invoice Aging](/content/web_assets/images/munance/invoice_aging.jpg "Invoice Aging"/index.html)
Reports | Invoice Tax Report](/content/web_assets/images/munance/invoice_tax_report.jpg "Invoice Tax Report"/index.html)
Reports | Sales By Client](/content/web_assets/images/munance/sales_by_client.jpg "Sales By Client"/index.html)
Reports | Sales By Date](/content/web_assets/images/munance/sales_by_date.jpg "Sales By Date"/index.html)
Settings | Tax Rates](/content/web_assets/images/munance/tax_rates.jpg "Tax Rates Settings"/index.html)
Settings | Product Categories](/content/web_assets/images/munance/categories.jpg "Product Categories"/index.html)
Settings | Employee Departments](/content/web_assets/images/munance/departments.jpg "Employee Departments"/index.html)
Settings | Payment Methods](/content/web_assets/images/munance/payment_method.jpg "Payment Methods"/index.html)
Settings | Manage Prefixes](/content/web_assets/images/munance/prefixes.jpg "Manage Prefixes"/index.html)