Features
Everything you need for everyday financial administration
Gonexz Books connects your sales, purchases and reports so each document builds on the last. Here's what that looks like in practice.
Invoicing
Invoices that look professional and keep track of themselves
The challenge
Invoices built in a word processor get misnumbered, go out without payment details, and are hard to follow up once they leave your outbox.
How Gonexz Books helps
Create numbered invoices with your logo, tax breakdown and payment details, then email the PDF or print it. Gonexz Books tracks each invoice from draft to paid and flags the ones that are overdue.
- Automatic document numbering and PO references
- Email PDF invoices and payment reminders
- Record full or partial receipts against each invoice
- Recurring invoices for retainers and regular work
- Credit notes, debit notes, sales returns and delivery orders
Quotations
From quotation to invoice without retyping a line
The challenge
When quotations live in email threads, it's easy to lose track of what was sent, what was approved, and which version the customer actually agreed to.
How Gonexz Books helps
Prepare a quotation, send it, and record whether the customer approved or rejected it. Revise when terms change, and convert an approved quotation into an invoice in one step.
- Sent, approved and rejected status for every quotation
- Revisions keep the history of what changed
- One-click conversion to an invoice
- Attach your own terms and conditions pages
Purchases & expenses
Know what you owe, not just what you're owed
The challenge
Supplier bills and receipts pile up in drawers and inboxes, so payables and spending are only clear when someone sits down to reconcile them.
How Gonexz Books helps
Manage vendors, purchase quotations, purchase orders and vendor bills in the same workspace as your sales. Record payments, categorise expenses, and scan a receipt photo to pre-fill an expense for you to review.
- Vendors, purchase orders and vendor bills
- Expense categories and recurring expenses
- Receipt scanning to pre-fill expense details
- Mark expenses as billable and invoice them to a client
Reports
A clearer picture of how the business is doing
The challenge
Answering simple questions such as "who owes us money?" or "did we make a profit last quarter?" shouldn't require a weekend with spreadsheets.
How Gonexz Books helps
Profit and loss, sales and purchase reports, receivables and payables ageing, payment history, and client and vendor statements are built from the documents you already create.
- Profit and loss, sales and purchase reports
- Outstanding receivables and payables
- Client and vendor statements you can email
- Export to CSV, Excel or PDF, or schedule reports by email
GST & tax
Tax calculated on every line, summarised when you need it
The challenge
Getting tax right on each invoice and then adding it all up at filing time is where many small businesses lose hours.
How Gonexz Books helps
Define the tax rates your business uses, choose inclusive or exclusive pricing, and Gonexz Books calculates tax per line. Output and input tax reports summarise it by rate, and Singapore businesses get a report laid out like the GST F5 return.
- Tax-inclusive or tax-exclusive pricing
- Output tax and input tax reports by rate
- GST F5-style report for Singapore
- Tax registration numbers on your documents
Clients & inventory
Customer records and stock levels in one place
The challenge
Customer details, price agreements and stock counts often sit in different places, so quoting accurately takes longer than it should.
How Gonexz Books helps
Keep client and vendor records with addresses, contacts and tax numbers. Set client-specific price lists, track products across warehouses, and see stock on hand before you promise a delivery.
- Client and vendor records
- Client-specific price lists
- Products, warehouses and stock movements
- Stock on hand, stock card and low-stock reports
Team & controls
Give your team access to what they need, and nothing more
The challenge
Sharing one login across the office makes it impossible to know who changed what, or to keep sensitive figures private.
How Gonexz Books helps
Invite each person with their own account and a role — admin, accountant, sales person or viewer. Important actions are recorded in an audit log, and two-factor authentication protects every sign-in.
- Individual accounts with role-based permissions
- Audit log of important changes
- Two-factor authentication and trusted devices
- Your branding on documents and emails
Not sure which features fit your business?
See how consultants, service firms and trading businesses use Gonexz Books.
Bring more clarity to your business finances.
Tell us about your business and we'll set up your Gonexz Books workspace, or sign in if you already have an account.