How P4 Books Works

P4 Books is cloud-based smart accounting software which takes care of all your accounting needs. P4 Books can function perfectly for any type o business however P4 Books leans towards distribution, with the inclusion of lot number tracking, serial number tracking, Bill of materials, expiration date tracking and Packsizes for boxed products. To fully understand how P4 Books works, go through modules below in the given order.

Accessing P4 Books

To access P4 Books, you’ll have to sign up for an account. If you are already a registered user, then you can directly log in to P4 Books.

https://tenantname.p4books.com

Dashboard

The Dashboard will give you a clear picture of your company’s finances. It gives you an overview of the Total Receivables, Total Payables, Cash Flow, Income & Expense, Top Expenses, Projects, and Bank & Credit Cards.

Opening Balances

Before you start accounting with P4 Books, you would need to import the closing balances of your previous financial year as the opening balances for the current year.

Items

Items are the goods or services in your organization. Add or import items and price lists into P4 Books.

Customers & Vendors

Add your customers & vendors in P4 Books to create various sales and purchase transactions for them.

Start Invoicing

Create and send invoices to your customers. Receive payments for all the invoices. You can track all the payments received in different accounts and also record partial payments for invoices.

Sales transactions

Create different sales transactions for your customers, such as:

• Estimates

• Sales Orders

• Invoices

• Recurring Invoices

• Retainer Invoices

• Credit Notes

Purchase transactions

Create different purchase transactions for your vendors, such as:

• Purchase Orders

• Inventory Receipts

• Bills

• Payments

• Misc. Expenses

Settings

Configure general and module-specific settings of your organization. You can configure Users & Roles, Templates, Reporting and Automation.