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Top 17 Features Koka Books: Elevate Your Accounting Now
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Top 17 Features Koka Books: Elevate Your Accounting Now

All Features

Sales Management
Purchase Management
Inventory management
Accounting
e-Invoice
Reports
GST Returns
Tax calculations
Expense tracking
Multiple users
Multi Outlet
Loyalty Points
Sales Man Target
ecommerce Integretions
QR / Bar Code
SMS /WhatsApp / Email Integretion

Effortless Accounting With All The Features You Need

Feature Background

Sales Management

Quotation, Sales Order, Sales Invoicing & Payments

Streamline and automate your entire sales cycle with KOKA Books’ powerful Sales Management module. From creating professional quotations to managing payments and invoices, experience end-to-end sales tracking with real-time insights and accuracy.

Quotation

Create and send professional quotations that convert leads into customers quickly.

  • Generate custom, GST-compliant quotations.
  • Set quote validity and terms & conditions.
  • Auto-convert quotes to sales orders.
  • Track quote status and customer feedback.

Sales Order

Simplify order processing with an organized and efficient sales order system.

  • Auto-generate sales orders from approved quotations.
  • Track order status and inventory in real-time.
  • Define delivery timelines and payment terms.
  • Manage partial or full order fulfillment.

    • Sales Invoice

    Professional invoicing that saves time and boosts accuracy.

    • Auto-create tax-compliant invoices from sales orders.
    • Multi-currency and GST billing support.
    • IncludesCustomize invoice templates with branding.
    • Real-time invoice tracking and aging reports.

    Payments

    Manage customer payments with complete transparency and control.

  • Record full or partial payments against invoices.
  • PaymentTrack outstanding balances and due dates.
  • Send automated payment reminders.
  • Generate payment receipts instantly.

    • Purchase Management

    Purchase Requests, Purchase Orders, Vendor Bills & Payments

    Optimize your procurement process with KOKA Books’ Purchase Management module. From raising purchase requests to processing vendor payments, get complete visibility and control over your business spending with real-time tracking and automation.

    Purchase Request (PR)

    Streamline internal purchase needs with clear request workflows.

    • Create and approve purchase requisitions quickly.
    • Define item quantity, supplier preference, and urgency.
    • Route requests to the right approvers.
    • Track status from request to fulfillment.

    Purchase Order (PO)

    Manage vendor orders with precision and accountability.

    • Auto-generate purchase orders from approved requests.
    • Track order delivery status and expected dates.
    • ItCompare supplier rates and manage vendor catalogs.
    • Define purchase terms, conditions, and tax settings.

    Vendor Bills

    Efficiently process and manage vendor invoices. Auto-create tax-compliant invoices from sales orders

    • Record and verify bills against purchase orders.
    • Match delivery notes with invoices for accuracy.
    • Apply TDS, GST, and other applicable taxes.
    • Track due dates and bill status.

    Vendor Payments

    Stay on top of vendor payments and cash flow.

    • Schedule full or partial payments for vendor bills.
    • Track outstanding dues and payment history.
    • Automate reminders for upcoming payments.
    • Generate payment vouchers and audit trails.

    Inventory Management

    Stock Tracking, Warehousing, Item Master & Reorder Management

    Take full control of your inventory with KOKA Books’ smart Inventory Management module. Track stock levels in real-time, manage multiple warehouses, and avoid stockouts or overstocking with automated inventory insights and alerts.

    Real-time Inventory Tracking

    Monitor stock movement across your entirebusiness.

  • Track inwards, outwards, and internal stock transfers.
  • Maintain real-time stock quantity and valuation.
  • Record batch numbers, expiry dates, and serial numbers.
  • View stock history and transaction logs anytime.

    • Warehousing

    Manage inventory across multiple storage locations efficiently.

  • Set up multiple warehouses with location-wise stock.
  • Define storage rules and warehouse-specific items.
  • Transfer stock between warehouses seamlessly.
  • Generate warehouse-wise inventory reports.

    • Item Master

    Centralized item database for seamless operations.

  • Maintain detailed item profiles (SKU, barcode, tax, units)
  • Group items by category, brand, or custom attributes.
  • Enable batch-wise and serial number tracking Define multiple units of measurement (UOM).
  • Generate warehouse-wise inventory reports.

    • Reorder Management

    Never run out of stock with intelligent reorder planning.

  • Set minimum stock levels and reorder points.
  • Get low stock alerts and automated purchase suggestions.
  • Link reorders to preferred vendors.
  • Analyze fast-moving and slow-moving items.

    • Minimum & Maximum Stock Level

    Maintain optimal stock levels and avoid shortages or excess.

  • Set minimum and maximum quantity thresholds for each item
  • Receive automatic alerts when stock hits reorder levels
  • Prevent overstocking with upper limit controls.
  • Improve purchase planning with inventory caps.

    • Inventory Forecasting

    Predict future stock needs with intelligent forecasting tools.

  • Analyze past sales trends and seasonal demand.
  • Forecast stock requirements.
  • Generate procurement plans based on sales and lead time.
  • Optimize stock replenishment and reduce holding costs.

    • Accounting

    Chart of Accounts, Journal Entries, Ledgers & Financial Reports

    Simplify your financial operations with KOKA Books’ robust Accounting module. Automate core accounting tasks, ensure compliance, and gain real-time financial insights — all from one integrated platform tailored for small and growing businesses.

    Chart of Accounts

    Record every financial transaction with accuracy and transparency.

    • Create manual or automated journal entries.
    • Support for multi-currency and tax-inclusive entries.
    • Link entries to invoices, bills, and payments.
    • Audit-ready with approval workflows and logs.

    Journal Entries

    Manage vendor orders with precision and accountability.

    • Auto-generate purchase orders from approved requests.
    • Track order delivery status and expected dates.
    • ItCompare supplier rates and manage vendor catalogs.
    • Define purchase terms, conditions, and tax settings.

    Financial Reports

    Access powerful insights to make informed decisions.

    • Auto-generate Profit & Loss, Balance Sheet & Trial Balance.
    • Track cash flow, income, and expense trends
    • Schedule reports with customizable formats.
    • Export reports in PDF, Excel, or share directly.

    Ledgers

    Maintain precise and detailed account-wise records.

    • View real-time balances of customer, vendor & general ledgers.
    • Drill down into transactions with date and document filters.
    • AutomateAuto-update ledgers from every module activity.
    • Export ledgers for audit and reconciliation.

    E-Invoice & E-Way Bill

    GST-Compliant E-Invoicing, IRN Generation, E-Way Bill Integration & Real-Time Sync

    Stay GST-compliant and eliminate manual processes with KOKA Books’ E-Invoice & E-Way Bill module. Generate IRNs and E-Way Bills directly from your system, ensure accuracy, and maintain seamless integration with the government portal in real-time.

    E-Invoicing (IRN Generation)

    Generate GST-compliant e-invoices effortlessly.

    • Auto-generate e-invoices directly from sales invoices.
    • One-click IRN (Invoice Reference Number) generation.
    • Real-time sync with GSTN via secure API.
    • Download and share signed e-invoice PDFs with QR codes.

    E-Way Bill Integration

    Create and manage E-Way Bills without leaving your dashboard.

    • Auto-generate E-Way Bills from invoices or delivery notes.
    • Pre-fill data from transactions to save time.
    • Real-time integration with NIC portal.
    • Manage transport details, validity, and extensions.

    Compliance Dashboard

    Track all filings and validations in one place.

    • Centralized view of e-invoice and E-Way Bill statuses.
    • Reconciliation tools to match IRNs with invoices.
    • Alerts for failed submissions or missing data.
    • Audit logs for all e-document activities.

    Automation & Accuracy

    Reduce errors and manual work with smart automation.

    • Eliminate duplicate data entry across modules.
    • Auto-validation of GSTIN, HSN, and tax structure.
    • Ensure 100% compliance with GST regulations.
    • Save time and reduce penalty risks.

    Reports

    GSTBusiness Reports, Financial Reports, GST Reports & Custom Reports.

    Make data-driven decisions with ease using KOKA Books’ comprehensive Reports module. Access real-time insights across sales, purchases, finance, inventory, and compliance—all in one place. Export, customize, and share reports instantly to stay on top of your business.

    Business Reports

    Monitor day-to-day operations with insightful reports.

    • Sales, purchase, and stock summary reports.
    • Track top-selling products and key vendors.
    • Analyze customer-wise and product-wise trends.
    • Get daily, weekly, and monthly performance snapshots.

    GST Reports

    Ensure accurate GST filing and compliance reporting.

    • GSTR-1, GSTR-2A, GSTR-3B, and GSTR-9 reports.
    • Auto-reconciliation with GST portal data.
    • Track input tax credit (ITC) and GST liability.
    • Generate HSN/SAC-wise summaries and audit-ready logs.

    Financial Reports

    Stay on top of your business’s financial health.

    • Auto-generate Profit & Loss, Balance Sheet & Trial Balance
    • Cash Flow, General Ledger, and Account Receivable/Payable.
    • Real-time updates across all transactions.
    • Export financial reports in Excel, PDF, or CSV.

    Custom Reports

    Create reports that match your specific business needs.

    • Drag-and-drop report builder for custom views.
    • Apply filters, groupings, and date ranges.
    • Save report templates for future use.
    • Share reports with team or export instantly.

    GST Returns

    GSTR Filing, Auto-Reconciliation, Tax Summary & Compliance Dashboard

    Simplify your GST compliance with KOKA Books’ smart GST Returns module. File accurate and timely GST returns, reconcile with GSTN portal data, and track your tax liability—all from one powerful, easy-to-use platform.

    GSTR Filing

    Seamless preparation and filing of GST returns.

    • Generate GSTR-1, GSTR-3B, GSTR-4, GSTR-9, and more
    • Auto-fetch data from invoices, purchases & credit notes.
    • One-click return filing through GSTN integration.
    • Download and validate JSON files before submission.

    Auto-Reconciliation

    Match your books with GST portal effortlessly.

    • Auto-reconcile GSTR-2A and GSTR-2B with purchase records.
    • Identify mismatches in invoices, GSTINs, and amounts.
    • Accept, reject, or mark discrepancies for follow-up.
    • Minimize ITC loss with accurate reconciliation.

    Tax Summary Reports

    Gain complete visibility into your tax position.

    • View total GST collected, paid, and input credit available.
    • Track tax by GST type (CGST, SGST, IGST, Cess).
    • Drill down by customer, supplier, or invoice.
    • Export detailed tax reports for audits and filing.

    Compliance Dashboard

    Stay compliant with real-time filing and payment status.

    • Get reminders for due dates and late filing penalties.
    • Track return filing history and statuses.
    • Maintain audit trails for every GST transaction.
    • Stay updated with the latest GST rule changes.

    Tax Calculation

    GSTBusinessAutomated GST, TDS, TCS, and Multi-Tax Handling.

    Accurately calculate and apply taxes with ease using KOKA Books’ intelligent Tax Calculation module. From GST to TDS and TCS, the system ensures compliance with real-time tax computations across sales, purchases, and financial transactions.

    GST Calculation

    Apply and calculate GST automatically on every transaction.

    • Auto-apply CGST, SGST, IGST, and CESS based on transaction type.
    • GST rate mapping for each item or service.
    • Handle intra-state and inter-state GST scenarios.
    • Tax breakup displayed clearly on invoices and bills.

    TDS Management

    Effortless TDS deductions and compliance tracking.

    • Auto-deduct TDS as per vendor category and threshold limits.
    • TDS applicability check based on PAN and transaction value.
    • Generate TDS certificates and summary reports.
    • Track TDS payable, deducted, and remitted.

    TCS Handling

    Simplify TCS collection and reporting for applicable sales.

    • Auto-calculate TCS on eligible goods and services.
    • Configure TCS rates based on buyer profiles.
    • Maintain records for TCS collected and paid.
    • Generate TCS statements for filing.

    Multi-Tax Support

    Handle multiple tax types and complex scenarios with ease.

    • Set up custom tax structures for different regions.
    • Manage tax exemptions, reverse charges, and composite schemes.
    • Apply taxes based on item category, location, and customer type.
    • Real-time tax calculation for accurate invoicing.

    Expense Tracking

    Record Expenses, Categorize Spending, Vendor Payments & Reimbursement Management.

    Track, manage, and analyze all your business expenses in one place with KOKA Books’ Expense Tracking module. Gain real-time visibility into where your money goes, control budgets, and simplify vendor and employee reimbursements.

    Record Expenses

    Easily log and manage all business expenditures.

    • AutoRecord direct and indirect business expenses.
    • Link expenses to specific projects, departments, or branches.
    • Attach bills, receipts, or documents for proof.
    • Set recurring expenses for rent, utilities, subscriptions.

    Vendor Payments

    Keep your payables organized and under control.

    • Track outstanding vendor bills and due dates.
    • Link expenses to purchase orders or bills.
    • Record full or partial payments with mode of payment.
    • Generate payment vouchers and audit logs.

    Categorize Spending

    Organize expenses for better budgeting and insights.

    • Create and manage custom expense categories.
    • Auto-categorize based on vendor or account head.
    • Tag expenses for tax or cost center allocation.
    • Get detailed spend analysis by category and time.

    Reimbursement Management

    Simplify employee claims and reimbursement tracking.

    • Set up custom tax structures for different regions.
    • Employees can submit expenses with receipts.
    • Define approval workflows for different roles.
    • Track approved, pending, and reimbursed claims.
    • Auto-post reimbursements into accounting module

    Multi-User Access

    Role-Based Access, User Permissions & Activity Tracking.

    Manage your team efficiently with KOKA Books’ Multi-User Access module. Assign roles, control access levels, and ensure data security by allowing the right users to access the right information at the right time.

    Role-Based Access Control

    Define user roles such as Admin, Accountant, Sales, Purchase, or Custom. Each role gets specific permissions to access only the relevant modules and actions.

    User Activity Tracking

    Track every user's login, activity, and transaction history. Maintain a complete audit trail for transparency and accountability.

    Secure Access Management

    Enable or disable user access instantly. Manage multiple users across branches with secure login protocols and data protection.

    Multi-Outlet

    Manage Multiple Branches, Centralized Control & Outlet-wise Reporting.

    Operate and grow your business across multiple locations with ease using KOKA Books’ Multi-Outlet module. Get centralized control over all branches while maintaining separate records for each outlet.

    Branch-wise Operations

    Manage sales, purchases, inventory, and accounts separately for each outlet. Assign users, taxes, and pricing rules based on branch.

    Outlet-wise Reports

    Generate reports for individual branches or consolidated views. Analyze branch performance, revenue, and expenses with real-time data.

    Centralized Dashboard

    Monitor all outlets from a single dashboard. Compare performance, track stock transfers, and consolidate financials.

    Loyalty Points

    Reward Programs, Point Redemption & Customer Engagement.

    Boost customer retention and repeat purchases with KOKA Books’ Loyalty Points module. Set up smart loyalty programs to reward your customers and turn every transaction into long-term loyalty.

    Customizable Loyalty Programs

    Define how customers earn points based on purchase value, product category, or bill amount. Set tiered rewards and expiration rules.

    Point Redemption & Tracking

    Allow customers to redeem points on future purchases. Track point balances, redemption history, and reward usage seamlessly.

    Customer Engagement

    Boost brand loyalty with targeted promotions, loyalty-based offers, and personalized reward alerts.

    Salesman Target

    Target Setting, Performance Tracking & Incentive Management.

    Drive your sales team’s performance with KOKA Books’ Salesman Target module. Set achievable goals, monitor progress in real time, and reward top performers with ease.

    Target Assignment

    Assign monthly or quarterly sales targets by product, region, or individual salesperson. Set goals based on revenue, quantity, or customer count.

    Performance Monitoring

    Track target achievement with real-time dashboards and progress reports. Analyze individual and team performance with actionable insights.

    Incentive Calculation

    Automate incentive payouts based on target achievement. Configure slabs, bonuses, and performance-linked rewards.

    E-Commerce Integration

    TargetSync Orders, Inventory & Payments Across Platforms.

    Connect your online store with KOKA Books to automate e-commerce operations. Seamlessly sync sales, manage stock, and track payments across platforms like Shopify, WooCommerce, Amazon, and more.

    Real-Time Order Sync

    Automatically import orders from your e-commerce platform into KOKA Books. Reduce manual data entry and processing errors.

    Payment Reconciliation

    Track online payments, COD settlements, and transaction charges with complete visibility into your receivables.

    Inventory Synchronization

    Keep inventory updated across all channels. Adjust stock in real time as sales and returns occur.

    QR Code & Barcode

    Smart Product Identification, Fast Billing & Easy Scanning.

    Simplify your billing, inventory, and product management with KOKA Books’ QR Code & Barcode features. Generate, scan, and manage codes for faster operations and reduced manual errors.

    Barcode Label Generation

    Generate barcodes for products, inventory items, or invoices. Customize labels with product details and pricing for easy tracking.

    Quick Scanning & Billing

    Use barcode scanners to instantly add items during sales or purchases. Speed up billing and eliminate manual entry mistakes.

    Inventory & Tracking

    Track stock movement using QR/barcodes during stock transfers, dispatch, or returns. Improve traceability and stock accuracy.

    SMS, WhatsApp & Email Integration

    Automated Alerts, Transactional Messages & Customer Engagement

    Stay connected with customers and vendors using KOKA Books’ communication integration. Send real-time updates via SMS, WhatsApp, or Email directly from your dashboard.

    Automated Alerts

    AutomaticallySend auto-notifications for invoices, payments, due reminders, and order status updates via preferred channels.

    WhatsApp Integration

    Deliver instant messages like bills, receipts, or reports to customers through WhatsApp with clickable download links.

    Email Communication

    Send professional emails for quotations, invoices, and account statements. Customize templates with your brand identity.