BusinessOS
A Kalviyogi idea
Billing, books and stock that keep working offline
This sign-in cannot view sales, purchases, expenses, receipts or payments.
Every tax invoice, POS invoice and bill of supply.
| Date | Number | Party | Details | Amount | Balance | Status |
|---|
No records match these filters.
This sign-in does not hold gst.view, so it cannot see returns.
Sign in as the business owner, the accountant or your CA.
BusinessOS does not file. Upload the exported file on the GST portal, then record the acknowledgement number it gives you - that is the only thing that marks a return as filed here.
Download the GSTR-2B JSON for this period from the GST portal and import it, then reconcile. Nothing here changes a purchase bill, and nothing counts as reconciled until you accept it.
| What it is | Supplier | On the portal | In the books | Portal tax | Booked tax | Difference | Decision |
|---|
Nothing compared for this period yet.
| Return | Period | Revision | Rules | Taxable value | Tax | Generated | Status | ARN |
|---|
No return has been generated yet.
This sign-in cannot change what a customer quotation looks like.
Six layouts, six colourways.
A sample quotation, not a real customer's. Nothing here has been sent. Some browsers will not display a PDF inside a page - if the panel below stays blank, Open PDF shows the same document in a tab.
No logo yet.
This sign-in cannot see inventory. It needs stock.view.
Inventory
Every quantity here is summed from movements. Nothing stores a balance, which is why two tills can sell at once and still agree.
| Item | SKU | On hand | Value | Reorder at |
|---|
No stock yet. It appears here once something is purchased or opened.
Showing the first 500 items. Search to narrow it - the figures above count only what is shown.
Movements
Every movement, in the order it happened. The running total is the stock.
| Date | What | Reference | Warehouse | Change | Running |
|---|
Batches
| Item | Batch | Expires | Days left | Quantity |
|---|
Nothing expiring in the next 90 days.
This sign-in cannot see them. It needs customer.view.
Records
Nothing matches.
This sign-in cannot see customer links. It needs customer.view.
Customer portal
A link shows that customer their bills, what is outstanding and their statement. There is no password: the link is the key, so it is shown once and can be withdrawn at any time.
Pick a customer to see their links.
Customer
| Label | Ends | Opened | Standing | Issued by |
|---|
No links yet for this customer. They cannot see anything until you create one.
This sign-in cannot change these. It needs company.manage_settings.
Your own fields
A field you add here is asked for wherever that record is edited, and one marked for the invoice is printed on it. Turning a field off keeps everything already recorded against it.
| Label | Kind | Required | On the invoice | Standing |
|---|
No fields of your own on this record yet.
Invoice look
This sign-in cannot see currency. It needs company.view.
Foreign currency
Nothing is outstanding in a foreign currency, so no rate move can reach you.
Rates
There is no automatic feed on purpose. A rate pulled from an unnamed source is a figure nobody can defend to an auditor, so every rate here records where it came from.
| Pair | Rate | In force from | Source |
|---|
No rates recorded yet.
Revaluation
| As on | Gain | Loss | Lines | Standing |
|---|
Nothing has been revalued yet.
This sign-in cannot see project time. It needs timesheet.log.
Projects
Hours are summed from the entries every time this is read. No total is stored, so correcting a mis-typed entry corrects the invoice it would have produced.
Project
| Task | Logged | Estimate | Rate | Billable |
|---|
No tasks on this project.
| Date | Who | Task | Time | Value | Standing |
|---|
No time logged on this project yet.
This sign-in cannot see withholding. It needs accounting.view_reports.
Tax deducted at source
Tax deducted in a month has to reach the government by the 7th of the next month - 30 April for March. Late costs 1.5% per month or part of a month, and the expense stays disallowed until it is paid.
| Deducted in | Amount | Due on | Standing |
|---|
Nothing is waiting to be deposited.
Thresholds
Below a section's threshold nothing is deducted. The payment that crosses it carries tax on everything paid so far, not just on itself - so the useful moment to know is before, not after.
| Party | Section | Paid so far | Threshold | Headroom | PAN |
|---|
Nobody is near a threshold.
Return
This sign-in cannot see price lists. It needs product.view.
Pricing
A customer on a list buys at that list's rates. Anyone else pays the counter price. A rate typed on a bill always wins - a list fills a blank, it never overrules the person selling.
List
| Item | SKU | Counter price | This list | Difference |
|---|
Nothing matches that search.
This sign-in cannot see the bank. It needs bank.view.
Banking
Matching is a suggestion, never a decision. No payment is created or altered to make a statement fit, and a line with nothing behind it stays unmatched until a person says otherwise.
Account
| Date | What the bank called it | Amount | Suggestion |
|---|
Nothing imported for this account yet.
Payments recorded here that the bank has not shown yet. Usually a cheque that has not cleared - not an error.
| Date | Payment | Customer | Amount |
|---|
This sign-in cannot see budgets or the cash forecast.
-
| Period | Opening | In | Out | Closing | Closing on committed only | What moves |
|---|
| Date | What | How sure | Amount |
|---|
Nothing recorded. The forecast is built only from documents.
| Month | Code | Account | Kind | Budget | Actual | Difference | Reading |
|---|
No budget yet. A budget is a plan you can be held to; this screen never invents one.
Click a budget figure to change it. Actuals are summed from the ledger and cannot be typed.
This sign-in cannot see the business figures.
-
| Period | Revenue | Cost of sales | Gross profit | Margin | Expenses | Net profit | Invoices |
|---|
| Account | Amount | Share |
|---|
| Cause | In | Out | Net |
|---|
| Customer | Revenue | Share | Margin | Owes |
|---|
| Item | Sold | Revenue | Gross profit | Margin |
|---|
What is worth having, what is running out, and what is money standing still.
| Item | On hand | Stock value | Sold | Margin | Days of cover | Flag |
|---|
Each ratio divides two figures from the books. Both are shown, so none of it has to be taken on trust.
Reading a file needs accounting.preview_import. Writing what
it contains needs accounting.manage_opening, because an
import states what a business was worth on the day it arrived.
Bring your data across
Export your customers or your item list from whatever you use now and drop the file here. Tally's XML is recognised on sight; everything else is read as a spreadsheet, and the columns are matched by name - Vyapar writes Party Name, Tally writes Ledger Name, Marg writes PARTY, and all three land in the same place.
Preview
This is written into the audit trail beside the opening entry, because an import states what a business was worth on the day it arrived - the same act as typing an opening balance, and recorded the same way.
Done
Your role does not include seeing who works here or what they sign in from.
Cutting one off takes effect on its next request, not when its token expires.
| Device | Who | Platform | Last seen | Live sessions | Status |
|---|
Nothing has signed in yet.
| Name | Signs in with | Role | Last signed in | Status |
|---|
Changing where this business is paid needs the settings permission.
A reminder email to any customer whose bill has passed its due date, listing what is outstanding. Off until you switch it on - turning it on sends email to your customers, in your name.
Days. The second one is what stops a daily job becoming a daily nuisance: a customer is never chased twice inside it, whether the reminder went out automatically or somebody sent it by hand.
A code on the bill that pays this shop's own bank directly. No gateway, no account to open, no cut taken.
Open any UPI app and scan. If it shows your own name, the address is right. This is a live code for a real unpaid bill, not a sample.
One file holding every table, every view, and every trigger - the triggers are what stop a posted entry from being edited later, so a backup without them would restore books that can be quietly altered.
| File | Taken | Size |
|---|
No backups on disk yet. Take one now - it takes a few seconds.
Copy one of these onto a pen drive or a cloud folder. A backup that only exists on this computer survives a mistake, not a fire.
Your role does not include the assistant.
Checking what is available.