How to Use Call Recording Feature in Gridlex Zip?
Step 1: Log in to your Gridlex App Suite account. Step 2: After logging in, navigate to the Inbox & Omnichannel module and click on “Call Settings”. Step 3: In the Call Settings section, click on “Create New Message”. Step 4: Use the provided feature to record or upload the desired voice. For example, you can record a voice message stating, "This call may be used for training and quality purposes." Step 5: After recording or uploading the tone, click on the "Finish recording" button. Review the recording and ensure it meets your requirements. Once satisfied, submit the recording by clicking on the appropriate button. If you want to record the voice message again, click on “Discard” and create a new voice record. Step 6: Navigate back to the "All Voice Messages" section. Locate the recorded file you just submitted. Fill in all the required fields for the call recording. Select the inbox where you want this call recording to play, select the connection where you will utilize this recording and then click on the "Call Recording" option. Double-check that all the fields are filled correctly. Step 7: Once you have filled in the required fields, click on the "Submit" button. This will activate the call recording feature. From now on, the recorded message will play each time you connect with a prospect. You can repeat these steps to activate the voicemail feature as well by creating a separate voice message for voicemail and configuring the necessary settings. Remember to save any changes and ensure that the recorded messages and settings are configured correctly before using the call recording and voicemail features in Gridlex App Suite.
Published | May 24, 2023, 6:38 a.m.
How to Create Attendance Policy & Shift Rules?
Welcome to the user manual guide for managing attendance policies and shift timings using the Ray HRMS system. Step 1: Log in to Gridlex Ray and click on the “HRMS” tab located under the Ray section in the menu bar. Step 2: Hover over the Settings option in the top menu bar, and select Ray HRMS Settings from the drop-down menu. Step 3: Select "Policy Management" and then click on "Attendance Policy" from the submenu. Step 4: On the Attendance Policy page, click on the "Add Attendance Policies" button. Step 5: Fill in all the required details in the form that appears, such as policy name, policy type, attendance marking, etc. Once you have filled in all the necessary details, click on the "Submit" button to add the attendance policy. Step 6: Next, head back to the Ray HRMS Setting page, and click on "Shift Management". Select "Manage Shift". Step 7: Click on “Add Shift Master”. Step 8: In the form that appears, enter the shift name, start time, end time, and other relevant details based on your organization's needs and policies. Once you have entered all the details, click on the "Save" button to add the shift rule to the list. You can add multiple rules by following the same process. Make sure to create the shift timings based on your organization's requirements. Congratulations! You have successfully added attendance policies and shift timings to your Ray HRMS account. These settings will now be applied to your employees' attendance records. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | May 9, 2023, 11:21 a.m.
How to Add Users/Employees in Gridlex Ray ?
Welcome to the user manual guide for creating a new user/employee in Gridlex Ray HRMS! Follow the steps below to create a new employee in the system. Step 1: Log in to Gridlex Ray and click on the “HRMS” tab located under the Ray section in the menu bar. Step 2: Hover over the Settings option in the top menu bar, and select Ray HRMS Settings from the drop-down menu. Step 3: Click on “Create New Employee”. Step 4: Fill in all the required details for the employee such as name, user name, and password. Ensure that all the fields marked with an asterisk (*) are filled in. Once done, click on the "Next" button. Step 5: Fill in the employee details such as their address, contact details, and other relevant information. Ensure that all the fields marked with an asterisk (*) are filled in. Step 6: Create Reporting Hierarchy in the Policy Management section and map it as required in the employee details form. Once done, click on the "Submit" button. Congratulations! You have successfully created a new employee in Gridlex Ray HRMS. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | May 9, 2023, 10:38 a.m.
Calling and SMS Price Plans in Gridlex Zip
Gridlex Zip usage based calling and prices are based on a combination of factors. It is important to note that prices are subject to change based on different market conditions and locations. To view the detailed country specific information, please click here for this spreadsheet. Please refer to the table below for the pricing structure of US to US calls and SMS using Gridlex Zip: Calls Pricing: Location To Make Calls To Receive Calls United States & Canada $ 0.0140/ min $ 0.0085/ min (local numbers) United States & Canada - Toll Free $ 0.0140/ min $ 0.0220/ min (toll-free numbers) United States - Alaska $ 0.0140/ min United States - Hawaii $ 0.0140/ min Phone Numbers Pricing: Phone Number Type Phone Number Price / month Inbound Voice Price Inbound Trunking Price / min Local Calls $ 1.15 $ 0.0085 $ 0.0034 Toll-Free Calls $ 2.15 $ 0.0085 $ 0.013 SMS Pricing: Number Used Type To Send To Receive Local Numbers Inbound SMS Price / msg $ 0.0079 $ 0.0079 Toll-Free Numbers Inbound SMS Price / msg $ 0.0079 $ 0.0079 Local Numbers Inbound MMS Price / msg $ 0.0200 $ 0.0100 Toll-Free Numbers Inbound MMS Price / msg $ 0.0200 $ 0.0200 Other Details: Browser / App Calling $ 0.0040/ min (to make calls) $ 0.0040/ min (to receive calls) Call Recording $ 0.0025/ min $ 0.0005/ min per mo Answering Machine Detection $ 0.0075/ call Calls Per Second (CPS) 1 CPS/ Free How to use Calling Solution in Gridlex Zip? Step 1: Sign Up for Gridlex Zip 30-Day Free Trial To start your free trial, fill out the required information, including your name, email address, and desired password. Click "Sign Up" to complete the registration process and activate your free trial. Step 2: Receive $2 Credit in Your Gridlex Zip Wallet After successfully signing up, Gridlex Zip will automatically add $2 to your wallet, which can be used to avail the calling feature. Step 3: Buy a Phone Number Click on “Buy a Phone Number”. Browse the available phone numbers and choose the one you prefer. Note: If the cost of the selected number exceeds $2, you need to add more funds to your wallet. To add funds, navigate to the "Wallet" section and follow the prompts to deposit the required amount. Once you have sufficient funds, proceed to purchase the chosen phone number. Step 4: Start Making Calls In your Gridlex Zip account, go to the "Make & Receive Calls" section. Dial the phone number you wish to call by entering the number in the “Phone Number” field. Press the "Call" button to initiate the call. Now you can enjoy making calls using your Gridlex Zip account! If you encounter any difficulties or need assistance, feel free to reach out to us at apps@gridlex.com.
Published | April 6, 2023, 12:43 p.m.
How to Create Pre-Call Recording Message in Gridlex Zip?
Creating a pre-call recording message in a helpdesk system helps provide professional and informative customer support. It sets expectations for the call, provides important information like recording consents, office hours and business details, and improves customer satisfaction by ensuring efficient and effective handling of calls. The pre-call recording message can be customized to meet the organization's specific needs. This leads to better customer support and effective management of customer inquiries. In this video, we'll show you how to create a pre-call recording message in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 15, 2023, 11:22 a.m.
How to View Attendance, Leave and Payroll Reports in Gridlex Ray?
Gridlex Ray HRMS tool is designed to assist HR departments in managing employee data and information. Gridlex Ray HRMS tool provides various types of reports, including attendance, leave, and payroll reports, which are essential for effective HR management. Attendance Reports: These reports provide information about the employee's attendance, such as the number of hours worked, days present, absent, late, or early leaves. Leave Reports: Leave reports show the details of employees' leave history, such as the types of leaves taken, leave balances, and approvals. These reports help HR managers to manage leave requests, identify trends in leave usage, and ensure compliance with company policies and legal requirements. Payroll Reports: Payroll reports contain employee compensation data, such as salaries, bonuses, deductions, and taxes. HR managers use payroll reports to calculate and process payroll accurately, monitor employee compensation, and comply with regulatory requirements. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 15, 2023, 11:19 a.m.
How to Set Up Approvals Process in Gridlex Ray?
The approvals process is a critical feature of HRMS tool that increases accountability by requiring multiple individuals to review and approve HR actions. This can help reduce the risk of fraud, bias, or other unethical behaviors. Approval processes can streamline HR workflows by automating routine tasks and routing approvals to the appropriate individuals. This can help reduce administrative tasks and free up HR staff to focus on more strategic activities. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 15, 2023, 11:16 a.m.
How to Manage Your Finances With Gridlex Ray?
Are you looking for an efficient way to manage your finances and streamline your HR processes? Introducing Gridlex Ray - the powerful human resource management software designed to help you take control of your finances and HR processes. With its user-friendly interface and advanced features, managing your finances has never been easier. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 15, 2023, 11:14 a.m.
How Can You Use GeoTrack Feature in Gridlex Ray?
GeoTrack is a feature in Gridlex Ray HRMS software that can be used to manage attendance of the employees as it can track the location of employees while marking their attendance. This helps in preventing time fraud and provides accurate records of employee attendance. In addition, companies that have field service employees, GeoTrack can be used to track their location and monitor their activities to ensure that they are fulfilling their assigned tasks and visiting the correct locations. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 15, 2023, 11:08 a.m.
How to Manage Employee Leave and Attendance in Gridlex Ray?
Gridlex Ray offers leave and attendance management which is an important feature as it allows employers to efficiently manage employee absences, ensure compliance with labor laws and company policies, and maintain accurate attendance records. This feature can also help in automating leave approvals and calculations, improving overall productivity and reducing errors in record-keeping. Additionally, it enables employees to track their own attendance and leave balances, and makes it easier for managers to plan resources and ensure adequate coverage. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 15, 2023, 11:06 a.m.
How to Manage your Employee's Data Effectively in Gridlex Ray?
Gridlex Ray HRMS software can help manage employee data effectively by providing a centralized database to store and access employee information, automating HR processes such as onboarding and performance management, tracking employee time and attendance, and generating reports and analytics to support HR decision-making. It can also improve communication and collaboration between HR and employees, enhance data accuracy and security, and increase overall HR efficiency and productivity. Gridlex Ray software offers a centralized employee database where all employee data can be stored securely. It ensures that all employee information is in one place and can be accessed easily. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 15, 2023, 11:01 a.m.
How to Make Calls in Gridlex Zip?
Making calls in the helpdesk system enhances customer support by allowing support teams to connect quickly with customers, gather information, and resolve issues in real-time. This results in improved communication, coordination, and customer satisfaction. Making calls from within the helpdesk reduces the need for multiple systems, simplifies the support process, and improves efficiency. The video will show how to make calls in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 10, 2023, 11:50 a.m.
How to Utilize Voice Broadcast feature for Efficient Customer Support?
The Voice Broadcast feature is crucial for efficient customer support, allowing organizations to quickly reach many customers or stakeholders. It automates the delivery of important information or notifications, improving response times, communication, and customer satisfaction. The feature saves time and reduces manual effort by automating voice message delivery, providing a powerful and efficient way to communicate with customers and stakeholders, improving response times and customer satisfaction, and reducing the time and effort required to support customers effectively. In this video, we'll demonstrate how to use Gridlex Zip's Voice Broadcast feature for effective customer support. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 10, 2023, 11:48 a.m.
How to View Incoming Voicemail Recordings And How to Configure Voicemail to a Particular Phone Connection?
In a helpdesk system, viewing incoming voicemail recordings helps to ensure efficient and effective customer support by allowing support teams to listen to customer messages, gather information, and respond promptly. This improves communication and coordination between support teams and leads to better customer satisfaction. Viewing voicemail recordings within the helpdesk system simplifies the support process. Configuring voicemail to a specific phone connection in a helpdesk system is crucial for efficient customer support. It routes voicemails to the appropriate team member, improving communication, coordination and customer satisfaction as inquiries are handled efficiently. This also simplifies the support process and reduces the need for multiple systems. In this video, we'll demonstrate how to view incoming voicemail Recordings and configure voicemail to a particular phone connection in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 10, 2023, 11:43 a.m.
How to Manage Multiple Sites in Gridlex Zip?
Managing multiple sites in a helpdesk system is important for organizations that have multiple products, services, or customer groups. By having the ability to manage multiple sites, organizations can provide a tailored online presence for each of their customers, displaying information and support resources specific to their needs. This leads to improved customer satisfaction, as customers have access to the information they need, and support teams can more efficiently handle customer inquiries. Additionally, managing multiple sites within the helpdesk system can simplify the support process. Customers can access information and resources directly from their respective sites, reducing the need for support teams to handle routine inquiries. By managing multiple sites, organizations can provide better customer support and ensure that customer inquiries are effectively managed. To learn more about managing multiple sites on Gridlex Zip, you can watch a video provided by the platform. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 9, 2023, 9:28 a.m.
How to Create a Ticket in Gridlex Zip?
A ticket in a helpdesk system is used to track and manage customer inquiries and requests for support. It serves as a central repository of information and communication between the customer and support team, allowing for efficient and organized resolution of issues. Using a ticket system enables the support team to prioritize, categorize, and resolve requests in a timely manner, providing a better overall customer experience. This video will demonstrate how to create a ticket in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 9, 2023, 9:23 a.m.
How to Configure Permissions in Gridlex Zip?
Configuring permissions in a helpdesk is important because it ensures that sensitive information and data is kept secure and only accessible by authorized personnel. By setting permissions, you can control who has access to certain information and functionalities within the helpdesk. This helps to prevent unauthorized access and misuse of information. In addition, by granting access to the right information and functionalities, helpdesk agents can respond to customer inquiries more efficiently and effectively. This leads to improved customer satisfaction. In this video, we'll show you how to configure permissions in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 8, 2023, 1:01 p.m.
How to Sign Up For Gridlex Zip?
Signing up for Gridlex Zip is easy and straightforward. First, visit the Gridlex Zip website and click the “Sign Up” link at the top of the page. On the next screen, enter your email address, password, etc. Once you’ve completed the form, click the “Sign Up” button to create your account. From there, you can explore Gridlex Zip’s features, such as Call, SMS Text, Email & More from unified CRM & Customer Service Help Desk Software. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 8, 2023, 12:59 p.m.
How to Create Sites in Gridlex Zip?
Creating a site within a helpdesk system is important for improving customer satisfaction and providing efficient customer support. The site can showcase information about products and services and provide support resources, reducing the need for support teams to handle routine inquiries. This leads to improved communication and better customer experience. Organizations can provide better support and effectively manage customer inquiries by having a site. This video will show you how to create sites in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 8, 2023, 12:57 p.m.
How to Effectively Manage Statuses in Gridlex Zip?
Managing statuses effectively in a helpdesk system is crucial for tracking tickets' progress, maintaining clear communication with stakeholders, improving accountability and transparency, ensuring tickets are addressed in priority order, and providing a clear picture of the support team's workload. Customer can create statuses according to the requirement. Proper management of statuses leads to improved efficiency, enhanced customer satisfaction, and effective addressing of customers' needs. The video will show how to manage statuses effectively in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 8, 2023, 12:55 p.m.
How to Use Predictive Dialer in Gridlex Zip?
A Predictive Dialer in a helpdesk streamlines support processes, reducing wait time and increasing the number of calls made by agents. It helps improve customer satisfaction by reducing missed and abandoned calls and connecting agents to the right customers. Real-time reporting and analytics provide insight into call activity and agent performance. The Predictive Dialer is a valuable tool that helps organizations provide effective and efficient customer support, enhancing customer satisfaction and overall productivity. We will show you how to use the predictive dialer in Gridlex Zip in this video. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 8, 2023, 12:53 p.m.
How can we Convert an Email into a Ticket in Gridlex Zip?
How can we Manually Convert an Email into a Ticket in Gridlex Zip? How can we Automatically Convert Email to Ticket in Gridlex Zip? If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 8, 2023, 12:50 p.m.
How to Set Up a Phone Connection in Gridlex Zip?
Setting up a phone connection in a helpdesk system is important for organizations that provide support over the phone and SMS. It enables support teams to manage and track phone calls and SMS efficiently and provide detailed call records to ensure the quality and consistency of customer interactions. By integrating phone support into the helpdesk system, teams can prioritize and route calls, monitor call volume and wait times, and ensure timely resolution of customer inquiries. This leads to improved communication, increased efficiency, and better customer satisfaction. This video will demonstrate how to Set Up a Phone Connection in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 7, 2023, 1:02 p.m.
How to Prioritize Tickets in Gridlex Zip?
Prioritizing tickets in the helpdesk service address the most pressing and critical issues first, reducing downtime and improving customer satisfaction. It balances the support team's workload, improves response times, and ensures efficient resolution of tickets. Transparency and accountability are improved by providing clarity on prioritization. All tickets are addressed efficiently, avoiding missed or overlooked tickets. In Gridlex Zip, we have custom priorities. Customer is able to make /create their own priorities based on their requirements. This leads to effective and efficient support processes, enhancing customer satisfaction and overall productivity. How to Prioritize Tickets in Gridlex Zip is demonstrated in the video. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 7, 2023, 12:53 p.m.
How to Manage Ticket Templates and Workflows in Gridlex Zip?
Managing ticket templates in a helpdesk system streamlines support by providing custom field options according the requirements. It helps in collecting the required information in order to solve a ticket. This leads to improved speed and quality of responses, resulting in a better user experience. This video will show you how to manage ticket templates in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 7, 2023, 12:49 p.m.
How to Send and Receive SMS in Gridlex Zip?
In a helpdesk system, sending and receiving SMS is crucial for providing efficient and effective customer support. It helps organizations to communicate with customers in real time and improve response times, customer satisfaction, and overall productivity by enhancing communication, providing a convenient support channel, and integrating with other support channels. In this video, we will show you how to send and receive SMS in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 7, 2023, 10:52 a.m.
How to Use the Auto Dialer in Gridlex Zip?
The auto dialer in a helpdesk system streamlines support processes and improves call efficiency by reducing wait time and missed/abandoned calls, leading to higher customer satisfaction. It also improves call management by connecting agents to the right customer at the right time. It provides real-time reporting and analytics to track call activity, agent performance, and customer satisfaction. Using an auto dialer helps organizations provide efficient and effective customer support, improving overall productivity and customer satisfaction. We'll show you how to use the auto dialer in Gridlex Zip in this video. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 7, 2023, 10:46 a.m.
How to Organize and Sort Labels in Gridlex Zip?
Sorting labels in a helpdesk system are crucial for maintaining an organized and efficient workflow. It allows users to quickly and easily find and manage information, reducing confusion and errors. Properly sorted labels also improve the overall user experience, making the information more accessible and easier to navigate. By sorting labels, you can streamline workflows, enhance productivity, and ensure everyone is on the same page. We'll demonstrate how to organize and sort labels in Gridlex Zip in this video. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 7, 2023, 10:43 a.m.
How to Create Inbox, Manage Email Connections, and Inbox Permissions?
In Gridlex Zip, users have the flexibility to create multiple inboxes allowing you to categorize and separate support requests based on different criteria such as departments, or customer segments. This makes it easier to manage and prioritize support requests. In addition, managing multiple inboxes from one centralized location can help you streamline your customer support processes, increase your team's efficiency, and provide valuable insights into your customer support performance. By consolidating all your email accounts into one platform, you can respond to customer inquiries more quickly and effectively, without having to constantly switch between different email accounts. We will walk you through the steps to set up multiple inboxes and how to switch between them seamlessly. We will also show you how to organize your emails, and how to use labels and filters to keep your inbox clean and organized. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 7, 2023, 10:22 a.m.
How to Send and Receive Emails in Gridlex Zip?
The ability to send and receive emails in a helpdesk system is critical for effective customer support, allowing quick and convenient communication and improving response times and customer satisfaction. It centralizes all correspondence and enhances customer collaboration through ticket status updates. Email integration with other support channels provides a seamless experience for customers to reach support, leading to improved satisfaction and overall productivity. This video will demonstrate how to Send and Receive Emails in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 7, 2023, 10:13 a.m.
How can Users Utilize Email Templates in Gridlex Zip?
Email templates in a helpdesk system allow users to respond quickly to common customer inquiries and requests through pre-written, standardized responses. This saves time and ensures consistent communication with customers. Users can customize and personalize email templates to meet the specific needs of their support operations and can easily access and use the templates directly from their email inboxes. By utilizing email templates, users can improve the speed and quality of their responses, leading to a better customer experience. In this video, we'll illustrate how users can use email templates in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 7, 2023, 10:08 a.m.
How Can Users Map Organizations to Entity?
This video will explain how to map organizations into an entity in Gridlex Zip. Mapping organizations to entities in a CRM is important because it allows businesses to better identify and target their customers and prospects. By creating a mapping of organizations to entities, businesses can better understand the relationships between their customers and prospects, and gain insights into their buying behavior. This makes it easier to create targeted campaigns and offers that are tailored to their needs and desires. Additionally, mapping organizations to entities in a CRM system can help businesses ensure that their customer data is accurate, up-to-date, and organized in a way that is easily actionable. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 4:39 p.m.
How Can Users Map Contacts to Entity?
In this video, we will explore the process of mapping contacts to entity in Gridlex Zip. This process is essential for organizations who want to maintain an accurate and organized database of their customers, leads, and other key stakeholders. By mapping contacts to entity, you can ensure that all relevant information about a particular contact is stored in a single place, making it easy to retrieve and analyze when needed. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 3:52 p.m.
How to Add a New Theme and Map it to Contacts?
In this video, we will be showing you the easiest and most efficient way to map your contact to themes in Gridlex Zip where you can streamline the process. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 3:42 p.m.
How to Map Contact to Activity Template and How to Add Activity to Contact?
In this video, we will be showing you the easiest and most efficient way to map your contact activity templates in Gridlex Zip where you can avoid creating fields repeatedly, and streamline the process. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 3:34 p.m.
How to Affiliate Organizations to a Contact in Gridlex Zip?
This video will guide you through the process of affiliating an organization to contact. in Gridlex Zip CRM. Affiliating organization to contact allows you to group and categorize them, making it easier to manage and keep track of all interactions with that company. It enables you to track and analyze all communication with a company, helping you to understand the relationship better and make informed decisions. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 2:31 p.m.
How Can Users Map Schedule Templates to Unit?
This video will guide you through the process of mapping schedule templates to unit in Gridlex Zip. Mapping schedule templates to units in a CRM system is an important step in making sure that your employees are working efficiently and effectively. With this process, you can easily define recurring tasks and activities to be completed on a regular basis, as well as assigning them to the appropriate personnel. Not only does this allow for better organization and tracking of progress, but it also helps save time and money by eliminating the need to manually create and assign tasks. In this video, we'll discuss why mapping schedule templates to units in your CRM system is so important, and how it can help your business succeed. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 2:25 p.m.
How Can Users Map Organizations to Unit in Gridlex Zip?
This video will guide you through the process of mapping organizations to unit in Gridlex Zip. Many organizations use CRM to manage customer relationships and track customer data. But without mapping organizations to units, it can be difficult to accurately capture and report on customer interactions. Mapping organizations to units in CRM helps to ensure that customer data is tracked accurately. It allows organizations to segment customers into different categories, making it easier to identify trends or areas that need improvement. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 2:25 p.m.
How Can Users Map Contacts to Unit in Gridlex Zip?
This video will guide you through the process of mapping contacts to unit in Gridlex Zip. Mapping contacts to units in your CRM is an important part of customer relationship management. It allows you to organize your contacts into different categories or units, making it easier to manage and access them. By mapping contacts to units, you can quickly view which contacts belong to which unit, and easily identify trends and patterns. Additionally, mapping contacts to units help you to segment your contacts and target them with more personalized and relevant content. This can lead to improved customer retention and engagement. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 1:59 p.m.
How to Affiliate Contacts to an Organization in Gridlex Zip?
In this video, we'll be showing you how to affiliate contacts to an organization in Gridlex Zip CRM. Affiliating contacts to an organization is a crucial step in managing your customer relationships effectively. By doing so, you'll have a clear view of the contacts that belong to a particular organization and their interactions with your business. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 1:44 p.m.
How to Create New Schedule Template and Add a Schedule to it?
In this video, you will learn how to create a new schedule template and add a schedule to it using Gridlex Zip CRM. We'll start by showing you how to access the scheduling module, create a new template, and customize it according to your needs. Then, we'll show you how to add a schedule to the template and make any necessary changes to it. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 1:40 p.m.
How to Create, Add and Map an Activity Template to an Organization?
Are you looking to streamline processes in your business? In this video, we'll show you how to create, add, and map an activity template to an organization in Gridlex Zip CRM. We'll start by creating an activity template. We'll then add the activity template to the organization, and finally, we'll map the activity template to the organization so that it is applied to all users in the organization. With these steps, you'll be able to quickly and easily create and apply activity templates in Gridlex Zip CRM. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 1:29 p.m.
How to Add Multiple Contacts in Gridlex Zip?
In this video, we'll show you how to add multiple contacts at once in Gridlex Zip. Say goodbye to manual entry and save time by bulk uploading your contacts. We'll walk you through the process step by step to make sure you can easily manage your contacts in Gridlex Zip. Watch this video to learn how to add multiple contacts in just a few simple clicks. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 10:52 a.m.
How to Add Multiple Organizations in Gridlex Zip?
Are you looking for a simple and easy way to add multiple organizations to your Gridlex Zip CRM? In this video, we're going to show you how to add (bulk upload) multiple organizations in Gridlex Zip CRM. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 10:49 a.m.
How to Add a New Theme and Map it to Organizations?
In this video, we'll show you how to add a new theme in Gridlex Zip. We provide two types of themes, which includes the theme that is applied on the organization page and the other one which is applied on the contacts page. Users have the flexibility to choose the elements they want to view, personalize their custom fields and column order. In addition, we’ll show you how to map your theme to organizations. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 10:48 a.m.
How to Create New Opportunity Template and Add Opportunity to it?
This video will show you how to create a new opportunity template and add opportunity to it in Gridlex Zip CRM. With Gridlex Zip CRM, you can easily create templates for different opportunities, allowing you to quickly and easily create, customize, and track opportunities. In this video we will walk you through the steps of creating a new opportunity template, adding an opportunity to it, and then tracking the progress of the opportunity. We will also demonstrate how to customize the opportunity template to better suit your needs. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 10:47 a.m.
How to Map Profiles to Organizations?
Gridlex Zip is a comprehensive customer relationship management software that helps you manage your sales and customer interactions effectively. With the mapping feature, you can link individual profiles to their respective organizations, giving you a clear overview of your customers and their businesses. In this video, we'll take you through a step-by-step process of mapping profiles to organizations in Gridlex Zip CRM. We'll show you how to create new organizations, add profiles to them, and edit existing mappings. We'll also show you how to view and manage the organizations and their profiles from the CRM dashboard. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 7:50 a.m.
How to Add Organizations in Gridlex Zip?
In this video tutorial, we will show you how to add organizations in Gridlex Zip. Gridlex Zip is a popular platform for organizing your project and workflow, and it's important to understand how to add organizations so that you can properly manage your projects. This tutorial will guide you step-by-step through the process of creating an organization in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 7:49 a.m.
How to Add a New Contact in Gridlex Zip?
In this video, we'll show you how to add a new contact in Gridlex Zip. Gridlex Zip is a popular CRM and Customer Service Help Desk software that allows you to keep track of all your contacts in one place. Whether you're a business owner, freelancer, or just someone who wants to stay organized, Gridlex Zip is the perfect solution. In this video, we'll walk you through the steps to add a new contact in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 7:47 a.m.
How to Create Profiles in Gridlex Zip?
In this video, you will learn how to create profiles in Gridlex Zip CRM. Gridlex Zip CRM is a powerful tool for managing customer relationships, and creating profiles is the first step to getting started. This video will walk you through the process of creating profiles, including how to enter basic information, such as name and contact details, and how to assign custom fields to help you categorize and track important information. You'll also learn how to manage your profiles, including how to update and delete them, and how to sort and filter them to find the information you need quickly and easily. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 7:46 a.m.
How to Add Contacts From Database in Gridlex Zip?
In this video, we will show you how to add contacts to your database in Gridlex Zip in a quick and efficient manner. Whether you're using it for personal or business purposes, this step-by-step guide will provide you with the necessary tools to keep your contacts organized. From importing contacts to manually inputting information, we cover all the basics to help you get started. So, grab your device and join us as we walk you through the process of adding contacts from a database in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 7:44 a.m.
How to Map Profiles to Contacts?
In this video, we will be showing you how to map profiles to contacts in Gridlex Zip CRM. Gridlex Zip CRM is a powerful tool for managing customer relationships and keeping track of important information. With the ability to map profiles to contacts, you can quickly and easily connect related profiles to a single contact, making it easier to manage and track interactions. In this video, we will walk you through the process of setting up your profiles, mapping them to your contacts, and utilizing the tool to its fullest potential. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Feb. 3, 2023, 7:44 a.m.
How to Create and Pay Bills in Gridlex Sky?
With the help of Gridlex Sky accounting software, users can create, manage purchase orders/bills, and record payment against the bills. In addition, users can add vendor credits, vendor advance, refunds at one place. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Bill Creation in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Costs” tab. Here, users can view a complete list of all the Bills/Purchase Orders. Step 2: Add Bill/PO by selecting one of the Bill Templates available. Step 3: In the Vendor Section, add/select the vendor and fill the required fields like tax related fields (if any). Fields marked with (*) are to be filled mandatorily in order to get tax reports accurately. Step 4: If the vendor currency is other than Entity’s Reporting, give the conversion rate applicable as on the date. Give the Bill Date, Bill Due date, Invoice Reference (Supplier), Is Reverse Charge Applicable and description (if any). Step 5: In the Item Section, users can add/select the Item from the drop down. Give the quantity and price per unit for the item. Fields marked with (*) are to be filled mandatorily in order to get tax reports accurately. To add multiple items in the bill, click on the “Add Item” button. Step 6: To add taxes, click on “Add Tax” and fill the Tax Line Item Name with Tax Amount. Step 7: Once done, click the “Save” button. Step 8: You have created a new Bill. In order to view a complete list, click on “View Bills/PO”. You can click on any of the Bill ID to view the details of the bill. Step 9: Here, you can edit the bill, pay due and print the bill. Bill Payments in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Costs” tab. Click on “View Bills/PO”. Here, choose the bill to be paid and click on the “Pay Due” button. Step 2: Enter the amount or link the amount from Advances, Credit, Excess payments and Bank transactions. Verify the payment date, select the Payment Mode (Cash/ Debit/Credit Cards/ UPI/ Bank Transfer) and choose Payment Account. Step 3: You can add more taxable items to the bill by clicking on the “Add Tax” button. To make the bill payment, click on the “Save” button. Step 4: To view the complete list of payments, click on the “View Payment” tab mentioned on the top menu of the screen. Here, click on the Payment ID to view the details of the payment. Here, users can edit the payment details by clicking on the “Edit Payment” button. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to this page without having to scroll through other sections. Click on “Create a Bill” under Costs section to create a bill in a single click.
Published | Jan. 6, 2023, 6:26 a.m.
How to Generate TDS Reports in Gridlex Sky?
Tax Deducted at Source (TDS) is a system of tax collection in India that is used to collect tax from various sources of income, such as salary, interest, rent, and commission. A TDS report in accounting software typically includes details such as the TDS rate applied, the amount of TDS collected, and the amount of TDS paid to the government. This information can be used to ensure that the business is complying with TDS regulations and to track the amount of tax withheld from payments made to employees, contractors, and other recipients. Gridlex Sky Accounting Software provides a simple and efficient way to generate TDS reports for India. It is designed to help businesses keep track of their TDS obligations, and to ensure that they are compliant with the latest regulations. Gridlex Sky offers a wide range of features, including a range of attributes to make report generation easy and efficient, including the ability to create custom reports, export data to Excel, and more. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Generate TDS Reports in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and go to “TDS Reports Module”. Click on “By Vendor”. Step 2: Here, users can view vendor-wise TDS data. Users can select the date range they want to view the TDS reports. Once done, download the file in PDF or Excel spreadsheet format for further analysis. Step 3: Go back to the reports section, go to the TDS Reports module and select “By TDS Section”. Here users can view Section-wise TDS Reports. For example, click on any TDS section. Once done, they can view the transaction details, total after TDS deduction, total tax deducted at source, and other important details. Note: Download the file in PDF or Excel spreadsheet format for further analysis.
Published | Dec. 28, 2022, 1:51 p.m.
How to Generate GST Reports in Gridlex Sky?
The Goods and Services Tax (GST) is a value-added tax that is levied on the supply of goods and services in India. The GST is administered by the Central Government of India and is charged at different rates depending on the type of goods or services being supplied. A GST report in accounting software typically includes details such as the GST rate applied, the amount of GST collected, and the amount of GST claimed as input tax credit. This information can be used to ensure that the business is complying with GST regulations and to identify any potential tax savings opportunities. Gridlex Sky Accounting Software provides a simple and efficient way to generate GST reports for India. It is designed to help businesses keep track of their GST obligations, and to ensure that they are compliant with the latest regulations. Gridlex Sky offers a wide range of features, including a range of attributes to make report generation easy and efficient, including the ability to create custom reports, export data to Excel, and more. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Generate GST Reports in Gridlex Sky GSTR-1 Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and go to “GST Reports Module”. Here, Gridlex Sky offers various GST Reports like GSTR-1, GSTR-3B, etc. Select “GSTR - 1”. Step 2: GSTR-1 is a monthly return that businesses registered under the Goods and Services Tax (GST) in India are required to file. The return contains details of all outward supplies made by the business during the month, including the value of supplies, the applicable GST rate, and the GST amount collected. Here, you can view the taxable value, IGST Amount, CGST Amount, etc. Users can select the date range they want to view the data. Once done, download the file in PDF, JSON, or Excel spreadsheet format for further analysis. GSTR-3B Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and go to “GST Reports Module”. Here, Gridlex Sky offers various GST Reports like GSTR-1, GSTR-3B, etc. Select “GSTR-3B”. Step 2: GSTR-3B is a monthly self-declared summary return that businesses registered under the Goods and Services Tax (GST) in India are required to file. The return contains a summary of the tax liability for the month, including details of the taxable supplies made and received, the applicable GST rates, and the GST amount paid or collected. Users can select the date range they want to view the data. Once done, download the file in PDF, or Excel spreadsheet format for further analysis. GST Filing Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and go to “GST Reports Module”. Here, Gridlex Sky offers various GST Reports like GSTR-1, GSTR-3B, etc. Select “GST Filing”. Step 2: Enter your GST User Name and click on “Login”. Once done, users can view a pop-up. Click on “Request OTP”. An OTP will be sent to the registered mobile number. Step 3: Here, click on Save. Once done, users can view the report they want to view like GSTR-1, GSTR-2, GSTR-3B, etc. Step 4: If not filed, users can view this red alert on the screen. Step 5: Users can also select the GST Filing Preferences. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to account receivable and account payable page without having to scroll through other sections. Click on “Review your GSTR-1, GSTR-3B” to directly view the data.
Published | Dec. 28, 2022, 1:37 p.m.
How to Record the Purchase of a Fixed Asset in Gridlex Sky?
Fixed asset management register allow users to track and manage physical assets such as buildings, equipment, and land. This process includes the acquisition, depreciation, disposal, and maintenance of assets. Gridlex Sky offers a Fixed Asset Management Register which can help users to gain a comprehensive view of every fixed asset that has been owned or built by a company. With the help of Gridlex Sky Fixed Asset Management Register, organizations can keep track of their assets and ensure that they are being used efficiently and effectively. The software will allow users to maintain a record of all the assets, including purchase date, location, and value. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Fixed Asset Management Register in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Settings” tab in the side module bar and select the “Manage Items” option mentioned in the Invoice/Bill section. Step 2: Here, click on Add/Edit Asset Group. Select the asset group of your choice i.e. tangible or intangible, mention the asset group name and parent asset group. Once done, click on the “Save” button. Step 3: To check/edit existing asset groups, click on View Asset group from the top module. Here, you can edit the asset group by clicking on the “Edit” button mentioned in the Action section. Step 4: To manage items, click on the “Manage Items” from the top menu bar. Here, you can view a list of existing items. To create a new item, click on “Add New Item”. Step 5: Here, enter the mandatory fields like the Item Name, Item Type, Item Metric, Item Category, ITC Eligibility, Item Tax Preference, Description (if any), HSN/SAC Code, etc. Note: Item Category should be Fixed Asset. Step 6: In the Parent Section, select the required Item Metrics. Step 7: In the Fixed Asset Section, enter the required information like asset group, nature of asset, fixed asset account, accumulated depreciation account, etc. Step 8: In the Default Accounts Section, enter the required fields like creation debit account, payment credit account, payment debit account, etc. Likewise, fill in the mandatory details in the Bills Defaults section as well. Once done, click on “Create” to save the data. Step 9: Go to the “View Entity Items” tab. Here, users can view a list of all the items. Click on any item name to view more details. Step 10: Cross-examine the details. If there are modifications, fill in the fields wherever the change is required and click on “Update” to save the changes. Step 11: Now, go to “Fixed Assets” in the side module bar. Click on “Add Fixed Asset”. Step 12: Fill in necessary Fixed Asset details like Item Name, Asset Group, etc. Add additional details like Purchase date, quantity, description (if any), etc. Step 13: Add Prior Accumulated Description Details (if any) and Prior Adjusted Amount Details (if any). Once done, click on “Save”. To revise the details, click on “Edit” in the “View Fixed Assets Section”. Make the required changes and “Save” once done. Step 14: To view Fixed Asset Details, click on the “Asset ID”. Users will be redirected to this page. Click on the “ Fixed Asset Linked Entries” to view the linked entries. Note: Users also have the flexibility to edit the details. Click on “Edit” to make required changes. How to Link Entries for the Fixed Asset? Step 1: Go to “Journal'' in the side module bar and select “Add Transaction” tab. Step 2: You can see a few transaction templates like Salary Template, Manual Journal, etc. Click on “Manual Journal” and add the required details. Step 3: Fill in the Transaction Detail Section with required debit and credit transaction entries. You can add multiple debit/credit transactions by clicking on the “Add Debit/Credit Transaction”. Once done, click on “Update” to save the transaction. Step 4: Go to “Fixed Assets” in the side module bar and click on “Asset ID”. Step 5: Click on “Fixed Asset Linked Entries”. Here, you can view all the linked entries. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to account receivable and account payable page without having to scroll through other sections. Click on “Manage Fixed Assets” to directly view the fixed assets data.
Published | Dec. 28, 2022, 12:58 p.m.
Get Detailed Business Insights with Gridlex AI Advisor
Gridlex AI Advisor is a great tool for managing profit, revenue, cost, and inventory items. With the help of Gridlex Sky AI Advisor, businesses can track and manage their inventory levels, optimize their pricing strategies, reduce their costs, analyze revenue and profit, and improve their overall profitability. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Gridlex AI Insights Gridlex AI insights can provide valuable information about a business's profit, revenue, cost, and inventory. With the help of Gridlex AI Insights, users can analyze financial data and provide insights and predictions about a business's financial health and future performance. This can help accountants identify potential issues and opportunities and make more informed decisions. AI Profit Advisor Gridlex AI profit advisor uses artificial intelligence (AI) to analyze a business's financial data and provide insights and recommendations for increasing profit. This can include identifying opportunities for cost savings, identifying potential new revenue streams, and suggesting strategies for improving financial performance. Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “AI Advisor” tab and select the “AI Profit Advisor” option mentioned in the top menu. Here, users can view their total profit insights, accounts increased the most in Revenue, accounts decreased the most in Cost, etc. Step 2: If you scroll down, users can view a graphical representation of the total profit from last period to current period. Step 3: Users can also download the data in different formats by clicking on the button. Step 4: Users can also view the profit and loss insights by items. For example, in the image mentioned below, you can see the profit for the item named Mobiles has increased from INR 0 to INR 7,63,112. Users can view this data in different periods ranging from 30 days, 90 days and for the past year to date. Step 5: Users can also view the data in a tabular format for clear understanding of the percentage change in different periods. AI Revenue Advisor Gridlex AI revenue advisor uses artificial intelligence (AI) to analyze a business's financial data and provide insights and recommendations for increasing revenue. This can include identifying new potential revenue streams, analyzing customer data to identify upselling opportunities, and suggesting strategies for improving financial performance. Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “AI Advisor” tab and select the “AI Revenue Advisor” option mentioned in the top menu. Here, users can view their total revenue insights, accounts increased the most in Revenue, accounts decreased the most in revenue, etc. Step 2: If you scroll down, users can view a graphical representation of the total revenue from last period to current period. Users can also download the data in different formats by clicking on the button. Step 3: Scroll down to view the revenue insights by item. For example, in the image mentioned below, you can see the revenue for the item named Dry Fruits has decreased from INR 0 to INR 15,00,000. Users can view this data in different periods ranging from 30 days, 90 days and for the past year to date. Step 4: Here, users can view a graphical representation of the total revenue from last period to current period as well as view it in a tabular format for clear understanding of the percentage change in different periods. AI Cost Advisor Gridlex AI cost advisor uses artificial intelligence in identifying areas where it can be applied to save costs, analyzing financial data to identify patterns and trends, and providing recommendations on how to reduce costs while still achieving the desired business outcomes. Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “AI Advisor” tab and select the “AI Cost Advisor” option mentioned in the top menu. Here, users can view their total cost insights, accounts increased the most in cost, accounts decreased the most in cost, etc. If you scroll down, users can view a graphical representation of the total profit from last period to current period. Step 2: Users can also view the cost insights by items. For example, in the image mentioned below, you can see the cost for the item named Mobiles has increased from INR 0 to INR 30,000. Users can view this data in different periods ranging from 30 days, 90 days and for the past year to date. Step 3: Here, users can view a graphical representation of the total items cost from last period to current period as well as view it in a tabular format for clear understanding of the percentage change in different periods. AI Inventory Advisor With the help of Gridlex AI Inventory Insights, users can identify past sales data and other factors to predict future demand for products, and adjust inventory levels accordingly. It can also help the users to understand inventory levels, sales patterns, and other factors to optimize inventory levels and reduce excess stock. Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “AI Advisor” tab and select the “AI Inventory Advisor” option mentioned in the top menu. Here, users can view their total inventory sales insights, items that have increased the sales, items that have decreased the sales, etc. If you scroll down, users can view a graphical representation of the sales from last period to current period. Step 2: Users can also view the inventory purchases insights by items. For example, in the image mentioned below, you can see the purchase for the item named Mobiles has increased from 0 to 2. Users can view this data in different periods ranging from 30 days, 90 days and for the past year to date. Step 3: Here, users can view a graphical representation of the total inventory purchases from last period to current period as well as view it in a tabular format for clear understanding of the percentage change in different periods.
Published | Dec. 28, 2022, 10:26 a.m.
How to Prepare Ageing Analysis Report in Gridlex Sky?
Ageing reports are financial reports that show the outstanding balances of a company's accounts receivable/payables. Gridlex Sky offers different Ageing reports such as Accounts Receivable Ageing, Accounts Payable Ageing and Inventory Ageing. With the help of these reports, you can view the total outstanding due from the customer and due to the vendor. In addition, this report can be used to follow up with customers who have outstanding receivables. The report is typically broken down into 15-Days, 30-Days, 45-days, and >45-Days categories. This will allow you to view the customers who are delinquent on their payments and by how much. Furthermore, users can view inventory ageing reports. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Inventory Reports in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and select the “Inventory Summary” option mentioned in Inventory Reports module. Step 2: Here, users can view a list of inventory items and details like the opening quantity, stock on (+ve) or (-ve), current quantity etc. Step 3: To view the details of the item, click on the item name. Users will be redirected to the Inventory List where they can view the batch added date, batch ID, available stock value, etc. Step 4: Gridlex Sky allows you to view Inventory Valuation Summary as well. To view it, go to Reports section >> Inventory Reports >> select Inventory Valuation Summary from the module. Step 5: To know more details on the item, click on the Item Name. Once you click, you can view the complete details of that particular item like batch added date, batch ID, available stock value, etc. Ageing Reports in Gridlex Sky Ageing reports are financial reports that show how long an asset or liability has been outstanding. These reports can be useful for tracking the age of accounts receivable (customer invoices that have not yet been paid) and accounts payable (bills that have not yet been paid), as well as other assets and liabilities. Accounts Receivable Ageing Accounts Receivable Ageing Report is a financial report that shows how long customer invoices have been outstanding. This report is used to track the age of accounts receivable, which are amounts that customers owe to a business for goods or services that have been delivered but not yet paid for. Users can use this feature in Gridlex Sky to identify which customer invoices are overdue and may need follow-up action. It can also be useful for identifying any trends or patterns in payment times, which can help you better manage your cash flow. Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and select “Accounts Receivable Ageing” option mentioned in Ageing Reports module. Step 2: Specify filters or criteria for the report (if required), such as a specific date range. Click on “Go” to view the updated accounts receivable ageing report. Once done, download the file in PDF or Excel spreadsheet format for further analysis. Accounts Payable Ageing An accounts payable ageing report is a financial report that shows how long bills or other payments owed to vendors or suppliers have been outstanding. This report is used to track the age of accounts payable, which are amounts that a business owes to vendors or suppliers for goods or services that have been received but not yet paid for. Users can use this feature in Gridlex Sky to identify which bills or payments are overdue and may need follow-up action. It can also be useful for identifying any trends or patterns in payment times, which can help you better manage your cash flow and relationships with vendors and suppliers. Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and select “Accounts Payable Ageing” option mentioned in Ageing Reports module. Step 2: Specify filters or criteria for the report (if required), such as a specific date range. Click on “Go” to view the updated accounts payable ageing report. Once done, download the file in PDF or Excel spreadsheet format for further analysis. Inventory Ageing Inventory ageing reports are financial reports that show how long inventory has been held by a business. These reports can be useful for tracking the age of inventory items, which can help businesses identify slow-moving or obsolete items that may need to be sold or discarded. Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and select “Inventory Ageing” option mentioned in Ageing Reports module. Step 2: Specify filters or criteria for the report (if required), such as a specific date range. Click on “Go” to view the updated inventory ageing report. Once done, download the file in PDF or Excel spreadsheet format for further analysis. How to View Duplicate Transactions in Gridlex Sky? Step 1: Choose the entity of your choice. Go to Reports >> Banking Reports Module and click on Duplicate Statement Lines. Step 2: Here, users can view Duplicate Transactions in the statement. They can also select the account of their choice. Number Format Settings in Gridlex Sky By default, the Gridlex Sky will use the number format that is set in the system preferences of the computer. However, users can usually change the number format in the software to suit their preferences or the requirements of their business. Step 1: Choose the entity of your choice. Go to Reports >> Reports Settings and click on Number Format. Step 2: Here, you can view two options i.e. US Number Format and Indian Number Format. Change whatever is convenient and meets your business requirements. Once done, click on the “Save” button to submit the changes. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to account receivable and account payable page without having to scroll through other sections. Click on “Review your Accounts Receivables” to directly view the data. Click on “Review your Accounts Payable” to directly view the data.
Published | Dec. 27, 2022, 1:26 p.m.
How to Prepare and Analyze Balance Sheet and Cash Flow Reports in Gridlex Sky?
The balance sheet and cash flow reports are two of the most important financial statements in accounting. The balance sheet report shows a company's assets, liabilities, and equity, while the cash flow report shows a company's cash inflows and outflows. With the help of Gridlex Sky, users can utilize these reports to capture the condition of the company's finances. Users can dive deeper in the Balance Sheet and Cash Flow Reports that can be used to make business plans for the future. Furthermore, they can export these reports in PDF format as well. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Balance Sheet Reports in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and select the “By Entity” tab in the Balance Sheet module. Step 2: Here, users can view a financial statement that shows the assets, liabilities, and equity of a business at a specific point in time. Select the date range for which you want to prepare the balance sheet. For example, you can set the time period for the previous month, previous year or customize your dates as per your business requirements. You can also customize the view of the sheet. Vertical View Horizontal View: Step 3: If you need to make any adjustments, you can do so by clicking on the relevant particulars and revising the required changes. Once you have verified that the balances are correct, you can save them by clicking the "Save" button. Step 4: Users can view and generate their balance sheet according to item-wise, center-wise, division-wise, and label-wise. Balance Sheet Reports - Schedule III Format Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and select the “Schedule III” tab in the Balance Sheet module. Step 2: Enter your asset and liability accounts into the appropriate sections of the balance sheet template. Click on “Edit Account Mapping” to edit the mapping of the Account Types. Once done, click on the “Save” button. Cash Flow Reports in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and select the “By Entity” tab in the Cash Flow module. Step 2: Users will be directed to the “Entity Cash Flow” section. Here, users can view the Profit & Loss Statement for a certain period. Furthermore, users can utilize the filters to view custom time period i.e From and To Date. In addition, users can view the entire report in Vertical view and Horizontal view. To expand the section, click on (+) and to collapse click on (-). Note: Users can download the Profit & Loss Statement in Excel and PDF format by clicking on the “Download” button. Step 3: Apart from Entity Cash Flow, users can view and generate their cash flow reports by customer, by vendor, by item, by center, by division, and by label.
Published | Dec. 27, 2022, 9:35 a.m.
How to Generate a Trial Balance Report in Gridlex Sky?
A trial balance is a statement that lists the ending balances in all the ledger accounts of a business as of a specific date and time. The purpose of a trial balance is to verify the equality of the debit and credit for the ledger accounts. With the help of Gridlex Sky, users can ensure that all entries made into an organization's general ledger are properly balanced. With Gridlex Sky, users can be ascertained that there is no room for arithmetical errors as the software will help to locate errors (calculation errors, error in totalling trial balance, etc). If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Generate a Trial Balance Report in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and select the “By Entity” tab in the Trial Balance module. Step 2: Here, users can ensure that the debits and credits in their financial records are in balance or not. Select the date range for which you want to prepare the trial balance. For example, you can set the time period for the previous month, or previous year or customize your dates as per your business needs. Step 3: Select the Account Type head i.e., Asset, Expense, Revenue or Liability. Users can view all account types at once by selecting “All”. Once done, click on “Go” to review the balances. Note: Users can download the Trial Balance in Excel and PDF format by clicking on the “Download” button. Step 4: If you need to make any adjustments, you can do so by clicking on the relevant account and revising the required changes. Once you have verified that the balances are correct, you can save the data by clicking the "Save" button. Step 5: Here, you viewed Trial Balance Entity-wise. Gridlex Sky allows you to view Trial balance by customer, by vendor, by item, by tax-item, by center, by division and by label. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to the Trial Balance page without having to scroll through other sections. Click on “Review your Trial Balance” under the Reports section to view and generate your trial balance in one single click.
Published | Dec. 27, 2022, 7 a.m.
How to View Profit & Loss Statement in Gridlex Sky?
Gridlex Sky allows users to view detailed Profit and Loss Statements that can be used to track the financial performance of a business over time. Businesses can use these reports to assess whether they are making a profit or loss and to track the total income and expenses. For example, all the business related transactions like invoices, bills, expenses, other income, etc will be recorded in the P&L statement. In addition, users can view P&L Statements in accordance with the Center, Division and Label-wise. Gridlex Sky offers Schedule - III format for the companies as per the requirement of the Companies Act, 2013. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. How to View Profit & Loss Statements in Gridlex Sky? Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and select “By Entity” tab. Step 2: Users will be directed to the “P&L By Account” section. Here, users can view the Profit & Loss Statement for a certain period. Furthermore, users can utilize the filters to view custom time period i.e. From and To Date. In addition, users can view the entire report in Vertical view and Horizontal view. Note: Users can download the Profit & Loss Statement in Excel and PDF format by clicking on the “Download” button. Vertical View: Horizontal view: Step 3: Go to “Dashboard” to view the Graphical Representation of the Profit and Loss. Users can also customize the period they are willing to view. In addition, this allows users to gain a visual representation of the expenses, revenue, and P&L. Step 4: Click on “Variance Analysis” to compare Period 1 with Period 2 i.e., users can compare actual financial results to a budget or forecast. With the help of variance analysis, users can identify any significant deviations from the budget or forecast. Step 5: To view complete details by account, go to Reports >> Click on By Entity (Under P&L Statement) and Click on “P&L by Account''. Here, click on any property to view the entire details. For example, Click on “Supplies and Materials - DE” to view the transaction details, transaction type, reference, credit & debit amount, etc associated with that particular property. How to View Schedule III in Gridlex Sky? Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Reports” tab and select “Schedule III” tab. Step 2: Here, users can view the P&L Statement in Schedule - III format as per the requirement of the Companies Act, 2013. Users can use filters like Time period, filter by center, division, labels, etc to narrow their view for a specific period. Furthermore, users can edit their account mapping by clicking on the “Edit Account Mapping” present in the top right corner of the screen. Consolidated View: Detailed View: Step 3: Here, users can edit their account types, write notes and descriptions (if any). Once done, click on the “Save” button. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to this page without having to scroll through other sections. Click on “Review your P&L” under Reports section to view the Profit and Loss Statement in a single click.
Published | Dec. 27, 2022, 5:28 a.m.
How to Create a Journal Entry in Gridlex Sky?
Journals are used to keep track of financial transactions. i.e., a record of all business transactions. Transactions are typically recorded in a journal before being recorded in a ledger account. With Gridlex Sky, users can develop detailed journal reports that can be used to make decisions about financial planning. They can keep a track of their debits and credits, income and expenses, money transfer, and many more. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Creation of Journal in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Journal” section and click on “Add Transaction”. Step 2: Here, you can add a transaction by selecting one of the Transaction Templates available. For example, you can select a salary template, manual journal, vendor payment, etc. Step 3: Give the Journal Date, Journal Mode, Journal Reference, and Journal Description (if any). If the transaction currency is other than Entity’s Reporting, give the conversion rate applicable as of the date. Step 4: After that, fill in all the necessary transaction details. Select the “Debit Account” and enter the transaction amount and also enter the notes (if any). Next, Select the Credit Account and enter the transaction amount and enter the notes (if any). Once done, click on the “Save” button. Note: If the transaction had multiple Debit/Credit accounts, you could add them by clicking on the “Add Debit/Credit Transaction” and entering the amount (if any). How to View Transactions in Gridlex Sky? Step 1: To view a complete list of transactions, go to the “Journal” section and click on the “View Transactions” from the top menu. Here, users can utilize the filters to avail the transaction details more effortlessly. Step 2: To view more details like Journal Mode, Date, Reference, etc, click on the “Transaction ID”. In addition, you can edit and print the journal entry by clicking on the “Edit” and “Print” buttons present on the right side of the page. How to View Journals in Gridlex Sky? Step 1: To view a complete list of Journal Entries, go to the “Journal” section. Here, users can view a list of Journal entries. Users can also utilize the filters to avail the transaction details more effortlessly. Click on the “Transaction ID” to view more details about the journal. Note: Users can download the list of Journal Entries in Excel and PDF format by clicking on the “Download” button. Step 2: After clicking on the “Transaction ID”, users can view the complete details like the amount, currency, date, etc. Step 3: To view Audit Trail details, click on the “Audit Trail” button present next to the “Journal Details” button. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to this page without having to scroll through other sections. Click on “Create a Manual Journal Entry / Transaction” to edit/add/view Journal or Transactions with one click.
Published | Dec. 27, 2022, 5:19 a.m.
Bank Reconciliation and Management with Gridlex Sky: Step-By-Step Process
Gridlex Sky can help businesses manage their bank reconciliations. The purpose of bank reconciliation is to ensure that the cash balance reported on the company's balance sheet is correct. This process is necessary because there is often a difference between the cash balance reported on the company's books and the actual cash balance in the bank account. With Gridlex Sky, users can reconcile their bank accounts in a few minutes, check balance mismatches, categorize and filter details, and many more. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Bank Reconciliation in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Banking” section. Step 2: Click on “Add Bank or Credit Card” present on the right side of the screen. Select the Bank for which you want to sync the transactions. Step 3: Provide Internet Banking Customer ID and Password. Submit for the authentication once done. Step 4: Once it is approved, Bank accounts will be added automatically and all the transactions will be synced to the Gridlex Sky accounting software. To view the details of the uncategorized transactions, click on the “Transactions” present in the uncategorized tab. Step 5: To Match Bank Statement, you can click on “Match”. Step 6: Here, you can view Statement Balance Total and Statement Balance Available. In addition, you can filter the bank statement by mentioning the keyword, start data and end date. Step 7: Once done, click on “Link Transactions” to link all the transactions selected in the statement. Step 8: Users also have the flexibility to categorize the transactions based on Customer Advance, Customer Payment, Transfer/Deposit from Another Account, Interest/Other Income, Expense Refund, and Owner’s Contribution. Step 9: To view all the categorized transactions, click on “Categorized transactions”. Here, you can view a dropdown. Select “All”. After clicking, users can view a list of transactions. If not relevant, you can unmatch it by clicking on the “Unmatch” button. Step 10: To reconcile, click on “Reconcile Account”, click on “Initiate Reconciliation” to reconcile the data. Step 11: Once you click on initiate reconciliation, you will be directed to this page. Here, fill in details like Start Date, End Date and Closing Balance. Once done, click on “Start Reconciliation”. Step 12: Here, you can view the reconciliation data of the period entered. In addition, users have the option to reconcile the data later as well. Cleared Balance and Balance difference can be viewed at the end of the page. Step 13: To add or import statements, click on “Add Statements” or “Import Statements”. Step 14: Here, users can add their statements manually. They have to enter important details like the Transaction Type, Amount, Reference Number, Payee, and Description. Once done, click on the “Save” button. Step 15: To upload a file, click on “Import Statements”. Choose the file of your choice and click on “Upload” to transfer the data into the system. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to the Banking page without having to scroll through other sections. Click on “Upload, categorize and reconcile your Bank Transactions” to go to the banking section with one click.
Published | Dec. 26, 2022, 1:37 p.m.
Customize Revenue, Cost, and Transaction Templates as per your Business Needs
Gridlex Sky enables users to create custom templates for their company's revenue, cost, and transaction reports. With the help of Gridlex Sky, users can customize the appearance of various sales, purchase and transaction templates as per their business requirements. This can be done by utilizing the pre-loaded templates provided by Gridlex Sky or by creating a brand new one that fits your business needs. In order to do that, users have to identify the specific fields that need to be included in the template. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. How to Customize Revenue/Cost/Transaction Templates in Gridlex Sky? Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Settings” menu and select the “Manage Templates” tab. Step 2: Here, you can view all the past revenue templates you have created. Step 3: To create or edit a new revenue template, click on “Add/Edit Revenue Template. Here, add your template name and select template type i.e, Invoice, Credit Note, Customer Advances. Users can also add custom objects (if any). Step 4: In the Template Section, add standard Fields/Custom fields (if any) related to entity business & set configuration of Show/ Is required/ Print/ Order. Fill in other fields like show transaction currency details (Yes/No) as per business requirements. In addition, select the formats of amount i.e. Recording Currency/ Recording & Reporting Currency. Step 5: In the Organization Section, choose the organization address type & set configuration of Show/ Is required/ Print /Order. Fill in standard Fields/Custom fields & set configuration of Show/ Is required/ Print /Order. Here, users are required to create custom fields from Master Data Management (MDM) & need to map those fields in the invoice template. Step 6: In Item Section, choose item display name, quantity display name, and unit price display name. Fill in all the details like discount/ centers/ divisions/ labels/ accounts/ Expand centers,divisions,labels (Yes/No) etc. After filling in the standard details related to the entity business, users can set configuration i.e. Show/ Is required/ Print/ Order. Step 7: In the Miscellaneous Section, choose Rich Text Editor. Choose the standard Fields/Custom Fields to be shown in the template. Users can customize it according to their entity business and set configuration of Show/ Is required/ Print/ Order. Step 8: In Theme Setting Section, change the tiles of Invoice/bill, Sales/Purchase order, Customer/Vendor advances, Receipts Title, etc as per enterprise names. Choose the theme of your choice for printing. Step 9: Fill Entity address, Entity logo and Signature file. Update/Save it once done with the settings. Step 10: You have successfully created/edited the revenue template. The same procedure is repeated for the cost and transaction templates as well. To view all the cost templates, click on “View Costs Templates”. Step 11: Users can create or edit their current cost templates by clicking on the “Add/Edit Costs Template.” Step 12: To view all the cost templates, click on “View Transaction Templates”. Step 13: Users can create or edit their current cost templates by clicking on the “Add/Edit Transaction Template”. Step 14: Users can also update their existing templates data by clicking on the “Template Data Update”. Here, users are required to add entity address, entity logo, and signature. After finishing, click on “Map” to update the data. By following these steps, you can customize the revenue, cost, and transaction templates in Gridlex Sky accounting software to meet the specific needs of your business. This will help you streamline your accounting processes and make it easier to track and manage your financial data. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to this page without having to scroll through other sections. Click on “Create your Revenue Templates, Cost Templates and Transaction Templates to customize for your business” to edit/add templates quickly and easily.
Published | Dec. 21, 2022, 6:18 a.m.
Streamline your Stock Process with Gridlex Sky Inventory Management
Inventory management is the process of recording, tracking, and controlling inventory within a business. An inventory management system can help to keep track of inventory levels, reorder information, adjust items, etc. With Gridlex Sky, users can store their stock information, track their items, get detailed inventory reports and more. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Inventory Management in Gridlex Sky Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the "Inventory" tab and click "Add Inventory." Step 2: Next, add your products to the system by creating product listings for each item you want to track. You can input the item's name, quantity, price, etc. Select the debit and credit accounts and click the "Save" button. Opening inventory will be added. Step 3: Go to Inventory Items List and click "Adjust." Users are required to provide the date, adjusted quantity, and unit value to which the inventory item needs to be adjusted. Mention the Reason for Adjustment. Step 4: To view a complete list of inventory items, click on "Inventory List." Use Gridlex Sky Inventory Management to track the movement of your inventory, including sales, returns, and restocks. This will help you keep track of your stock levels and ensure that you always have the products your customers need. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to this different page without having to scroll through other sections. Click on "Manage Inventory" to directly visit the Inventory Items List.
Published | Dec. 21, 2022, 6:07 a.m.
Add Multiple Customers, Vendors and Items with Gridlex Sky Accounting Software
With Gridlex Sky, users can manage and add customers, vendors, and items they deal with in their organization. Gridlex Sky allows users to view the balance receivables/payable, invoices/bills, receipts/payments, credit/debit notes, customer/vendor statements, and customer/vendor wise trial balance for each customer/vendor. They can view the advance and refunds for each customer/vendor wise. Furthermore, users can manage items like inventory, fixed assets, and others in a single place. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. Manage Organizations Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Settings” menu and select the “Manage Organizations” tab. Step 2: Users can view a complete list of organizations by clicking on “View Entity Organizations,” where they can make necessary changes if required by clicking on the field. Step 3: Before adding a New Customer/Vendor, it is necessary to map the additional Fields and Objects under Manage Organization Fields/Manage Organisation Objects. To do that, users are required to fill in the standard fields and custom fields as per their requirements. Step 4: Click on Manage Organization and select Add New Customer/Vendor. Enter the Customer/Vendor Name, and select the country and its currency. Step 5: Fill in other fields like Tax treatment, Tax ID, Email, PAN, etc. (Tax fields to be mandatorily filled in order to get Tax Reports correctly) Step 6: Go to Mailing/Billing address and fill in the details respectively, and finally click on create. Users can edit and revise the customer/vendor data by clicking on “Edit Customer/Vendor.” Step 7: You have successfully finished making your organization's configuration. Note: Once the currency is selected it can’t be changed later. Manage Items Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Go to the “Settings” menu and select the “Manage Items” tab. Step 2: Before adding New Item, it is necessary to map the additional Fields and Objects under Manage Item Fields/Manage Item Objects. To do that, users are required to fill in the standard fields and custom fields as per their requirements. Step 3: Click on Manage Items and select Add New Item. Fill in the details like Name, Type, and Unit Metric, and choose the Item Category (Inventory/Fixed Asset/Other). Set the default price for Bills, Invoices and fill additional standard and Custom fields and Objects mapped to the Item. Users must keep in mind that once the inventory category is chosen, it cannot be changed/edited later. Step 4: Go to the Inventory Section. Choose the deduction method - (FIFO/LIFO). Click on the Opening Quantity Section and give details of the Opening Quantity, Date, and Per Unit price of the item. Click on Default Accounts and go to the invoice defaults section. Set the Invoice Creation and Payment Account, Centers, Divisions, Labels and Tax defaults for Automating Journal entries. Step 5: Go to the Bill defaults section. Set the Bill Creation and Payment Account, Centers, Divisions, Labels and Tax defaults for Automating Journal entries. Step 6: After filling in all the details accurately, click on “Create.” Users can download a file of all the items by clicking on the “Download” button. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. With the help of these quick shortcuts, users can easily navigate to this different page without having to scroll through other sections. Click on “Add a Customer” to add a new customer instantly. Click on “Add a Vendor” to add a new vendor. Click on “Create a New Item” to add/edit an item.
Published | Dec. 21, 2022, 5:57 a.m.
Create Centers, Divisions, and Labels to Better Organize your Business
Gridlex Sky allows you to view transactions, P&L Statements, account balances, and other reports by Center/Division/Label basis. This will help you to gain unparalleled insights to improve the revenue cycle. In addition, users have the flexibility to add sections/objects/fields to the list, which allows them to track the entire revenue & cost cycle in one place. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. How to View Reports by Center/Division/Label Basis Creation of Centers Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Select the “Setting” tab and click on “Manage Centers.” Step 2: Click on the “Settings” tab and go to the Expenses, Accounting & Financials Configuration section. Click on “Manage Centers.” Step 3: Click on “Add/Edit Center Type” to add a center of your choice. Give the Center type name & Center type description. If you want to edit the center type, go to “Center Types” and click on “Edit” to revise the data. In addition, you can add multiple centers by clicking on the “Add Row” button. Step 4: To view the complete list of Centers, click on the “Center List.” Once you have finished viewing the report, you can select the “Download” button to download the report in PDF format. Creation of Labels Groups and Labels Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Select the “Setting” tab and click on “Manage Labels.” Step 2: Click on “Add/Edit Label Group Type” to add a label of your choice. Create a Label Group type name and Label Group type description. If you want to edit the group type, go to “Label Group Type” and click on “Edit” to revise the data. Step 3: Add label groups by clicking on “Label Groups.” Here, create a label group name, label group description, select label group parent, and type, then click on the save button. Click on “Edit” if you want to revise the data mentioned in the Label Group. Step 4: Add a label to your data. To add a label, click on “Add/Edit Label” and save the data once done. You can add multiple labels by clicking on the “Add Row” button. To edit or view the complete list of labels, click on the “Label List.” Users also have the flexibility to update the data mentioned in the labels by clicking on the “Edit” button. Step 5: To view the complete list of Labels, click on “Labels View.” Once you have finished viewing the report, you can select the “Download” button to download the report in PDF format. Manage Divisions Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice. Select the “Setting” tab and click on “Manage Divisions.” Step 2: Click on “Add/Edit Division Type” to add a division of your choice. Create division type name and division type description. Step 3: Go to “Division Types” to view the list of Division types. If you want to edit the division type, go to “Label Group Type” and click on “Edit” to revise the data. Step 4: Go to “Add/Edit Division, to create/edit the Division name, Division type, and Division parent. Step 5: To view the complete list of Divisions, click on the “Divisions List.” Once you have finished viewing the report, you can select the “Download” button to download the report in PDF format. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. By clicking on the “Create Centers, Divisions, and Label to better organize your business” tab, users can easily navigate to this page without having to scroll through other sections.
Published | Dec. 21, 2022, 5:30 a.m.
How to Create and Manage Invoices and Receipts in Gridlex Sky?
Management of invoices and receipts plays a crucial role for any organization. An invoice is a document that indicates the goods/services that a company has provided to a customer. Invoices also itemize the goods or services sold and may include discounts, taxes, and other fees. A receipt is a document that proves that a customer has paid for the goods/services that they have received. Gridlex Sky allows users to manage their invoices and business receipts in a single place. It can help businesses to record all their sales and receipts. Gridlex Sky accounting software is a powerful tool that allows you to easily create and manage invoices and receipts. In this user manual, we will provide step-by-step instructions on how to use the software to create and manage your invoices and receipts. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. How to Create Invoices and Receipts in Gridlex Sky? Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice where you want to create and manage your invoices and receipts. Step 2: Click on the "Revenue" tab in the left navigation menu. Click on the "Add Invoice/SO" button at the top of the screen. Step 3: Here, you can view different types of invoice templates. Click on the invoice template of your choice. Step 4: Enter the necessary information for the invoice, including the customer's name, invoice date and invoice due date, the items or services being invoiced, the price for each item, and add a discount if applicable. Step 5: Once you have entered all of the necessary information, click on the "Save" button to save the invoice. Users also have the option to “Save and Print” or “Save and Send Later.” Step 6: Voila! You have created a new invoice in Gridlex Sky. To manage your invoices, click on the " View Invoices" tab in the top navigation menu. Furthermore, users can select the "Receipt due" option to view the receipt. In addition, users can use the filters and search bar at the top of the screen to quickly find the invoice they are looking for. Step 7: To manage your receipts, click on the "View Receipts" tab in the top navigation menu. This will open a list of all of your receipts. You can use the filters and search bar at the top of the screen to quickly find the receipt you are looking for. To view a receipt, simply click on its row in the table. To edit a receipt, click on the "Edit" button. This will allow you to make any necessary changes to the receipt. With the Gridlex Sky accounting software, creating and managing invoices & receipts is quick and easy. By following the steps outlined in this user manual, you will be able to efficiently manage your invoicing and payment processes. Quick Tip Gridlex Sky offers a list of shortcuts for common tasks. Users can click on the “Create an invoice” tab in order to go directly to the Revenue page without having to scroll down and click on other sections.
Published | Dec. 21, 2022, 5:19 a.m.
How to Create and Manage Chart of Accounts (COA) with Gridlex Sky Accounting Software?
The chart of accounts is the list of all the financial accounts included in the financial statements of a company. It provides a way to categorize all of the financial transactions that a company conducts during a specific accounting period. The main account types include Revenue, Expenses, Assets, Liabilities, and Equity. Gridlex Sky allows users to view a list of accounts and their balances in the system. It is a great way to track your finances and ensure that all your accounts are in order. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful. How to Create a New Account? Step 1: Login into your Gridlex App Suite Account and choose the entity of your choice where you want to create and manage your Chart of accounts. Go to the settings tab to make the required changes. Step 2: In the settings dashboard, click on “Manage Accounts” Step 3: Click on the Add/Edit Account. Step 4: Fill in the required details like the Account Head, Account Type Detail, Account Name, Parent, Opening Balance Amount, Opening Balance Type, and Date. After filling in all the required details, click on “Save” to confirm the mentioned details. Step 5: Tada! You have created a new account in 4 simple steps. Note: Users can edit their account details by clicking on the edit button. Further, they can download their list of account details anytime and anywhere. Quick Tip Users can view a list of shortcuts for common tasks on the dashboard. In one single step, users can directly navigate to the accounts section by clicking on “Update your Chart Of Accounts to customize for your business” present on the screen.
Published | Dec. 21, 2022, 5:08 a.m.