Customer accounts
- Area-code account numbers
- Plan and due date
- Customer ledger
- Document and contact details
G Bit Devices & Computers software
Finance / Daybook ERP
Customer accounts, collection plans, pending tracking, reminders and route-based reports for finance operations.
Suitable for
Built around the work done every day.
Designed for area-based accounts, recurring collection schedules and pending follow-up.
Daily collection businessesWeekly collection businessesMonthly plansArea-based collection teamsSmall finance offices
Owner view
Owner views focus on today’s collection, pending amount, route performance and account history.
Daily workflow
From first entry to final report.
- 01Create accountCustomer, area, account number and plan are recorded.
- 02Set scheduleDaily, weekly or monthly collection terms are applied.
- 03Enter collectionCollector records amount and payment mode.
- 04Track pendingDue, overdue and upcoming accounts are reviewed.
- 05Report & remindLedger, route report and reminder are generated.
Core modules
The controls that support this workflow.
Collection
- Daily, weekly and monthly plans
- Collector and route entry
- Cash and digital modes
- Receipt and WhatsApp confirmation
Pending control
- Today and overdue lists
- Area and route filters
- Follow-up notes
- Reminder workflow
Reports
- Collection summary
- Customer ledger
- Pending and route reports
- Daily, weekly and monthly export
Collection setup
Define account numbering, plans, routes and due logic first.
Area codes, daily or weekly schedules, collector access, receipt wording and pending reports are tested with sample accounts.
- 01AreasCreate route and area-code structure
- 02PlansConfigure daily, weekly or monthly schedules
- 03CollectorsAssign users and collection permissions
- 04VerificationCheck ledger, pending and route reports
Software enquiry
Discuss this solution →Need a clearer collection and ledger system?
Share the collection frequency, areas, collector count and current account-number method.