Automatic inactivity logout protects an unattended computer.
All important business changes are recorded in the audit log.
Accounts Receivable Aging
Cash Performance — Last 5 Months
Recent Orders
Order
Customer
Due
Status
Low Stock & Reorder
SKU
Material
Qty
Minimum
Recent Business Activity
Automatic audit history
Time
Area
Action
User
Customers
Code
Name
Contact
Phone
Email
Balance
Books & Items
0 selected
Your #
Customer #
Barcode / ISBN
Hebrew
English
Color
Binding Price
Customer Price Agreements
Customer
Item
Agreed Binding Price
Effective
Orders
Order
Customer
PO #
Received
Due
Source
Priority
Status
Smart Document Import
Automatic extraction with review. The system identifies the document type, customer or supplier, document number, dates, PO number, item numbers, descriptions, quantities, prices, tax, shipping, and totals. Nothing is created until you review and confirm.
Paste Email or Document Text
Upload PDF, Invoice, Excel, Scan, or Photo
Choose or drag a customer order, invoice, supplier bill, estimate, spreadsheet, scan, or photo.
Smart Gmail Import
Email body and supported attachments are combined and analyzed together. The sender email is used to identify the customer or supplier.
Recent Smart Imports
Date
Source
Detected Type
Name / Subject
Created Record
Status
Production
Order
Customer
Description
Qty
Priority
Due
Stage
Status
Invoices
Invoice
Date
Customer
PO #
Total
Balance
Status
Email
Payments Received
Date
Customer
Invoice
Amount
Method
Reference
Suppliers
Name
Contact
Phone
Email
Website
Purchases
PO #
Date
Supplier
Status
Total
Received
Inventory
SKU
Material
Category
Location
Qty
Minimum
Average Cost
Supplier
Recent Stock Movements
Date
Material
Change
Type
Reference
Notes
Excel, Import & Backup
Real Excel Workbook
Downloads one .xlsx workbook with a separate sheet for every part of the ERP.
Import Master Data
Import Customers, Products, Customer Prices, or Inventory from Excel/CSV. Existing records are matched before updating.
Individual CSV Exports
Complete JSON Backup
Estimates / Quotes
Estimate
Date
Expires
Customer
PO #
Total
Status
Expenses
Date
Vendor
Category
Description
Method
Amount
Billable
Business Reports
Profit & Loss Snapshot
Accounts Receivable Aging
Sales by Customer
Customer
Invoices
Sales
Balance
Sales by Item
Item
Qty
Sales
Expenses by Category
Category
Transactions
Total
Inventory Valuation
Recycle Bin
Safe document deletion. Deleted orders, invoices, estimates, payments, expenses, purchases, production jobs, and imports stay here until an administrator restores or permanently deletes them.
Deleted
Type
Document
Reason
Users & Security
Private approval-only access is active. Creating a login does not grant ERP access. Only an owner or administrator can approve an email and assign a role.
Invite an Approved User
The person can create an account only with this approved email. Unapproved accounts receive no ERP data.
Security Roles
Owner / Admin
Full access, settings, users, reports
Manager
All business operations and reports
Staff
Business operations; no user/security administration
Viewer
Read-only access
Pending Access Requests
Requested
Name
Email
Note
Status
Approve Role
Approved Users
Email
Name
Role
Active
Joined
Audit Activity
Time
Area
Action
User ID
Company Settings
The Gmail Worker handles both automatic invoice sending and reading order emails. The installed app keeps a last-synced read-only copy for emergencies when internet is unavailable.