Financial & Compliance Documents

BSTD provides integrated tools to seamlessly manage your money receipts, payment vouchers, and critical compliance-related templates. These modules ensure seamless payment handling, secure digital authorization, and legal consistency across all your business documents.

Document Creation

Users can effortlessly create and manage the following essential financial and compliance records:

Money Receipt

• Receipt Information: Each receipt includes an auto-generated receipt number along with the precise date and time of issuance.
• Customer Details: Capture essential customer information such as name, mobile number, and the chosen payment method (e.g., cash, UPI, bank transfer).
• Amount Received: Clearly record the amount received, accompanied by a purpose tag and optional remarks for context.
• Signature Block: An optional field for an approval signature or accountant confirmation, enhancing accountability.

Payment Voucher

• Voucher Number & Date: Vouchers are assigned an auto-generated or user-defined voucher number and the date of payment.
• Payee Information: Record details of the payee, whether it's a vendor, driver, or customer.
• Amount Paid: Specify the amount paid and the payment mode (Cash, UPI, Bank).
• Linked Documents: Easily connect the payment voucher to a related invoice or LR (Lorry Receipt) number, providing a comprehensive financial trail.

Terms & Signature Settings

• Custom Transport Terms: Configure reusable legal terms and conditions that can be automatically included on all generated PDFs.
• Digital Signature or Stamp: Upload your company's digital signature or stamp once, and it will be auto-embedded across all forms, ensuring authenticity.
• Watermark & Header Styling: Customize the document design with your company's unique branding, including watermarks and header styles.

Listing & Tracking

All financial and compliance documents are easily accessible and trackable through their respective lists, offering robust management capabilities:

• Search: Quickly filter documents by customer name, date, document number, or status, allowing for precise retrieval.
• Sort: Organize your view to see the latest receipts or vouchers first, or sort by other relevant criteria.
• Status View: At a glance, identify the status of each document with clear "Paid," "Received," or "Pending" tags.

The lists include total amounts and are optimized for a seamless user experience on both desktop and mobile devices.