Built for Indian businesses
GST, TDS, e-invoicing, e-way bills and INR-first reporting out of the box
COPS 360
Accounting Module: Complete Feature Guide
COPS 360 Accounting runs your complete books inside the CRM: every lead, deal, invoice, bill, payment and tax return lives in one system.
It covers the full scope of a standalone package such as Zoho Books, with one difference: your sales pipeline, workforce and finance share the same data.
Payment received ₹1,47,500
UPI · Apex Engineering Works
UPI · Apex Engineering Works
IRN generated
E-invoice INV/26-27/0418
E-invoice INV/26-27/0418
Lead to cash · Oct 2026
Apex Engineering Works · Pune
Revenue · Oct MTD
₹31,40,000
As of 15 Oct
Receivables
₹5,40,320
₹1,93,220 over 30 days
Payables
₹5,31,708
₹3,84,208 to MSME vendors
Cash position
₹42,18,600
4 bank and cash accounts
One record, every step · tap a step
COPS 360 Accounting
Overview
Real-time books
every transaction posts to the general ledger instantly, so P&L and balance sheet are always current
Lead to cash in one flow
lead → deal → quote → sales order → invoice → payment → ledger, with no re-entry
Procure to pay in one flow
requisition → purchase order → bill → payment → vendor ledger
12 sections · 138 features · 70+ reports
Complete Feature Guide
Jump straight to the part of your books you need, or filter by what you want to do.
1Sales & Receivables38 features
2Purchases & Payables26 features
3Banking & Reconciliation9 features
4Items & Inventory10 features
5GST, TDS & Compliance18 features
6Accountant Tools10 features
7Projects & Time Billing5 features
8Customer & Vendor Portals4 features
9Reports & Dashboards70+ reports · 4 features
10Automation & Approvals7 features
11Platform, Security & Integrations7 features
12The COPS 360 Advantage8-point comparison
1 Sales
Sales & Receivables
Every sales document is created from the CRM record it belongs to, so the customer, contact, salesperson and deal value carry through automatically.
8 areas · 38 features
Sales & receivables · Oct 2026
Sahyadri Industrial Supplies Pvt Ltd
Tax invoice
INV/26-27/0418
12 Sep 2026 · Due 12 Oct 2026 · SO-2026-0418
IRN generatedAck 1126 0918 4471
Bill toApex Engineering WorksGSTIN 27AAQFA••••1Z3 · Bhosari, Pune
Ship to · place of supplyChakan plant, Pune27 · Maharashtra (same state)
Place of supply:
| Item | HSN/SAC | Qty | Rate | Amount |
|---|---|---|---|---|
| Centrifugal pump 5 HP | 8413 | 2 | ₹48,000 | ₹96,000 |
| Installation & commissioning | 9987 | 1 | ₹20,000 | ₹20,000 |
| SS ball valve 2 inch | 8481 | 6 | ₹1,500 | ₹9,000 |
Taxable value₹1,25,000
UPI payment link
Sent on WhatsApp
Paid 02 Oct
Customers
6- Customer master with GSTIN, PAN, billing and multiple shipping addresses, place of supply and credit terms
- Multiple contact persons per customer, each with their own email and WhatsApp for document delivery
- Credit limits with a warning or hard block when an invoice would exceed them
- Customer-specific price lists, discounts and payment terms
- Opening balances and full statement of account on one screen
- GSTIN validation and auto-fill of legal name and address
Quotations / Estimates
5- Create from a lead or deal in one click, with branded templates
- Validity date, terms and conditions, notes and attachments
- Customer accepts or declines online; status flows back to the deal stage
- Versioning and revision history for negotiated quotes
- Convert to sales order, invoice or project in one click
Sales Orders
4- Confirm the order, reserve stock and track fulfilment status
- Partial invoicing and partial delivery against one order
- Delivery challans and packing slips (including job-work and stock-transfer challans)
- Back-order tracking when stock is short
Invoices
9- GST-compliant tax invoices, bills of supply and export invoices (with/without IGST)
- Automatic CGST + SGST or IGST based on place of supply
- HSN / SAC codes, item-level and transaction-level discounts, shipping and adjustment lines
- Reverse charge, TCS and composition-scheme handling
- Custom invoice series per branch or business line
- Multiple branded templates; print, PDF, email or WhatsApp delivery
- Online payment link on every invoice (UPI, cards, net banking)
- Retainer and advance invoices, with automatic adjustment against the final invoice
- Write-off of small or bad-debt balances
Recurring Invoices
3- Weekly, monthly, quarterly or custom billing cycles for retainers, AMCs and subscriptions
- Auto-send and auto-charge with saved payment methods
- Start and end dates, with pause and resume
Credit Notes & Refunds
3- Issue credit notes for returns, price corrections or cancellations, linked to the original invoice
- Apply credit to future invoices or refund to the customer
- GST adjustment flows automatically into returns
Payments Received
4- Record full, partial or advance payments by cash, bank, UPI, cheque or card
- Apply one payment across several invoices; track excess payments as customer credit
- Bank charges and TDS deducted by the customer captured on the receipt
- Payment receipts and thank-you notes sent automatically
Collections
4- Automated reminders by email and WhatsApp before and after the due date
- Late-payment interest and fees
- Receivables ageing (0–30, 31–60, 61–90, 90+ days) by customer and salesperson
- Collection tasks assigned to sales or accounts staff inside the CRM
2 Purchases
Purchases & Payables
Purchases follow the same controlled flow as sales, with approvals at each step and every rupee tied to a vendor and a cost centre.
6 areas · 26 features
Purchases & payables · Oct 2026
Procure to pay
Shree Ganesh Steel · MSME (Small)
PO-2026-0312GRN-2026-0544Bill SGS/2026/1187
| Item | PO | GRN | Bill | Rate | Match |
|---|---|---|---|---|---|
| MS plate 10 mm | 1,200 kg | 1,200 kg | 1,200 kg | ₹72 | Matched |
| SS rod 25 mm | 500 kg | 480 kg | 500 kg | ₹260 | Qty differs |
| Angle 50x50 | 800 kg | 800 kg | 800 kg | ₹68 | Matched |
Bill taxable value
₹2,70,800
GST 18% · ITC eligible
₹48,744
MSME due date
23 Oct
45 days from GRN
Select bills to pay in one payment
Bills selected₹0
TDS deducted at source₹0
Net payment₹0
From current account ••4821
Vendors
4- Vendor master with GSTIN, PAN, MSME registration, bank details and payment terms
- Vendor categories, preferred vendors per item, and opening balances
- MSME due-date tracking for the 45-day payment rule
- Vendor statements and complete transaction history
Purchase Requisitions & Orders
5- Teams raise purchase requests; managers approve before a PO is created
- Purchase orders with item, rate, tax, delivery date and terms
- Email POs to vendors; track open, partially received and closed orders
- Goods Receipt Note (GRN) against each PO with quantity and quality checks
- Three-way match: PO, GRN and bill
Bills
6- Record vendor bills against POs or directly; attach the scanned bill
- Input tax credit (ITC) tracking: eligible, ineligible and blocked credit
- Reverse charge mechanism (RCM) entries and self-invoices for unregistered vendors
- Import of goods and services, including customs duty and IGST on import
- Recurring bills for rent, subscriptions and utilities
- Due-date alerts and payables ageing
Expenses
5- Record business expenses by category, with receipt upload
- Mileage and per-diem claims
- Employee expense claims with approval, linked to COPS 360 HR and payroll
- Billable expenses re-charged to customers or projects
- Recurring expenses
Vendor Credits & Debit Notes
2- Debit notes for returns, short supply or rate differences
- Apply vendor credits to future bills or record refunds
Payments Made
4- Pay one or many bills in a single payment; record advances to vendors
- TDS deducted at source automatically by section and rate
- Bulk payment file generation for the bank
- Payment vouchers and remittance advice emailed to the vendor
3 Banking
Banking & Reconciliation
All bank, cash, card and wallet accounts are tracked in one place, and reconciliation takes minutes instead of days.
Key Features · 9
- Accounts: unlimited bank, cash, credit card, UPI wallet and payment-gateway accounts, each with a live balance
- Bank feeds: automatic statement fetch from supported Indian banks, or CSV, Excel, OFX and PDF statement import
- Auto-matching: suggests matches between bank lines and recorded invoices, bills and payments
- Bank rules: auto-categorise recurring lines such as bank charges, rent and salaries
- Reconciliation: monthly reconciliation with a reconciliation report and locked reconciled periods
- Transfers: inter-account and inter-branch fund transfers
- Cheque management: cheque printing, post-dated cheque register, bounced-cheque handling
- Petty cash: branch- or team-level petty cash with top-ups, vouchers and approvals
- Payment gateway settlement: match gateway payouts against invoices, net of fees
Bank reconciliation · 01 to 10 Oct 2026
Current account ••4821
Statement balance
₹28,64,230
Reconciled
0 of 6
Unreconciled
₹0
Bank lines and suggested matches
4 Inventory
Items & Inventory
Stock moves with every sale and purchase, so inventory value on the balance sheet always matches the warehouse.
Key Features · 10
- Item master: goods and services with SKU, HSN/SAC, unit, tax rate, sales and purchase rates, and images
- Price lists: customer-wise, volume-based and currency-wise pricing
- Stock tracking: real-time quantity on hand, committed and available
- Multiple warehouses: stock per location, with transfer orders between them
- Batch and serial numbers: with manufacturing and expiry dates
- Item groups and variants: size, colour or model variants under one product
- Composite items / bill of materials: kits and assemblies built from component items
- Reorder levels: low-stock alerts and auto-draft purchase orders
- Stock adjustments: for damage, loss or physical-count differences, with reasons
- Valuation: FIFO or weighted average costing, with stock valuation and movement reports
Item · SKU VLV-SS-050 · HSN 8481 · GST 18%
SS ball valve 2 inch
On hand
193
Committed
30
Available
163
Stock valuation · 193 units
5 Compliance
GST, TDS & Compliance
COPS 360 prepares the data for every routine Indian tax filing directly from your transactions, so month-end compliance is a review rather than a rebuild.
4 areas · 18 features
GST returns · Sep 2026 · GSTIN 27AAKCS••••1Z8
Sahyadri Industrial Supplies Pvt Ltd
| Vendor · bill | ITC in books | ITC in 2B | Status |
|---|
ITC in books
ITC in 2B
Matched, claimable
| Head | IGST | CGST | SGST | Total |
|---|
GSTR-1 filed 11 Oct
Due 20 Oct
GST
7- Support for regular, composition and SEZ registrations, and multiple GSTINs under one organisation
- GSTR-1 preparation with B2B, B2C, export, credit/debit note and HSN summary sections
- GSTR-3B summary with output tax, ITC and net payable
- GSTR-2B reconciliation: match vendor-uploaded invoices against your bills and flag mismatches
- Direct filing to the GST portal through a GSP, or JSON export for upload
- ITC reversal tracking and blocked-credit handling
- GST payment challan tracking and tax liability ledger
E-Invoicing & E-Way Bills
3- IRN and signed QR code generated from the invoice screen via the IRP
- E-invoice cancellation within the permitted window
- E-way bill generation, Part-B vehicle updates, extension and cancellation
TDS & TCS
5- TDS sections and rates configured once, applied automatically on bills and payments
- Threshold tracking per vendor per financial year
- TDS payable report, challan entry, and data for Form 26Q / 24Q returns
- TDS receivable tracking and Form 16A reconciliation against Form 26AS
- TCS on sales where applicable
Controls & Audit
3- Transaction locking by date to freeze filed periods
- Full audit trail of every create, edit and delete with user and timestamp (as required under the Companies Act)
- Document attachments on every transaction for audit support
6 Accountant tools
Accountant Tools
Full double-entry accounting sits underneath every screen, so your CA gets proper books without a separate system.
Key Features · 10
- Chart of accounts: India-ready default chart, customisable with groups, sub-accounts and account codes
- Manual journals: single and recurring journal entries, with templates for common entries
- Opening balances: migrate from Tally, Zoho Books or Excel with guided import
- Fixed assets: asset register, depreciation by WDV or SLM (Companies Act and Income Tax rates), disposal and write-off
- Budgets: monthly or annual budgets by account, branch or project, with budget-vs-actual reports
- Cost centres and tags: report profitability by branch, department, project or product line
- Multi-currency: invoice and bill in foreign currency, automatic exchange rates, realised and unrealised forex gain/loss
- Accrual and cash basis: switch any report between the two
- Year-end closing: close the books, carry forward balances and lock the previous year
- Accountant access: a dedicated role for your external CA with review and comment rights
Fixed asset · FA-2026-007 · put to use 01 Apr 2026
CNC machining centre · Pune plant
Cost
₹12,00,000
Useful life
15 years
Residual value
₹60,000
| Financial year | Opening | Depreciation | Closing |
|---|
Journal posted on 31 Mar 2027
7 Projects
Projects & Time Billing
Service businesses can bill time and expenses straight from projects tracked in COPS 360.
Key Features · 5
- Projects linked to customers and deals, with budgets in hours or amount
- Timesheets from the COPS 360 workforce module, with approval before billing
- Billing methods: fixed price, hourly by task, hourly by staff, or milestone-based
- Unbilled time and expenses pulled into the invoice in one click
- Project profitability: revenue vs cost of staff time and expenses
PRJ-2026-014 · hourly by staff · Oct 2026
Kaveri Retail Customer Portal
Unbilled approved time and expenses
Selected, before GST₹0
GST 18%₹0
Invoice total₹0
Timesheets approved by Ananya Iyer
Project profitability to date
Revenue
₹4,62,000
Staff time and expenses
₹2,97,400
Margin
35.6%
8 Portals
Customer & Vendor Portals
Secure self-service portals cut down on follow-up calls and emails.
Key Features · 4
- Customer portal: view and accept quotes, download invoices, pay online, see statements and raise queries
- Vendor portal: view POs, upload bills, check payment status and download remittance advice
- Branded portal with your logo and domain
- Comments and approvals logged against the transaction
portal.sahyadrisupplies.in
Self-service portal
Signed in as Apex Engineering Works · balance due ₹29,600
QT-2026-0247 · v2AMC for 4 pumps · ₹38,940 · valid till 31 Oct
INV/26-27/0391Spares · due 30 Aug · 46 days overdue₹29,600
INV/26-27/0418Pumps and installation · paid 02 OctPaid
Statement of account01 Apr to 15 Oct 2026
Signed in as Shree Ganesh Steel
PO-2026-0348MS plate 10 mm · 2,000 kg · deliver by 24 OctOpen
Bill SGS/2026/1187Against PO-2026-0312 · ₹3,19,544Debit note 20 kg
Payment PAY-2026-0102₹1,86,400 · NEFT · 06 Oct · bill SGS/2026/1124
Upload a bill against PO-2026-0348
Every comment and approval is logged against the transaction.
9 Reports
Reports & Dashboards
COPS 360 includes 70+ standard reports, all filterable by date, branch, salesperson, project and tag, and exportable to Excel, PDF or CSV.
Key Features · 4
- Dashboard: revenue, receivables, payables, cash position, top customers and expense trends at a glance
- Custom reports: choose columns, filters and grouping; save and share with your team
- Scheduled reports: auto-email reports to owners or your CA daily, weekly or monthly
- CRM-linked insight: revenue by lead source, campaign and sales rep, which standalone accounting tools cannot show
Reports · H1 FY 2026-27 · Apr to Sep 2026
Sahyadri Industrial Supplies Pvt Ltd
Invoiced revenue traced back to the lead that started each deal. Tap a source to see its sales reps.
| Category | Key reports |
|---|---|
| Financial statements | Profit & Loss, Balance Sheet, Cash Flow Statement, Trial Balance, General Ledger, Day Book |
| Sales | Sales by customer, item and salesperson; sales register; quote-to-order conversion; recurring revenue |
| Receivables | Customer balances, ageing summary and detail, invoice details, payments received, collection performance |
| Purchases & payables | Purchases by vendor and item, vendor balances, payables ageing, bills details, payments made, MSME dues |
| Inventory | Stock summary, stock valuation, item movement, warehouse-wise stock, slow- and fast-moving items |
| Taxes | GSTR-1, GSTR-3B, GSTR-2B reconciliation, HSN summary, TDS payable and receivable, tax liability |
| Banking | Bank reconciliation, cash book, bank book, cheque register |
| Projects & budgets | Project profitability, timesheet billing, budget vs actual |
| Audit | Audit trail, activity log, deleted transactions |
10 Automation
Automation & Approvals
Routine accounting work runs on rules, and spending runs through approvals.
Key Features · 7
- Workflow rules: trigger emails, WhatsApp messages, field updates or tasks when a transaction is created or changes status
- Multi-level approvals: for quotes, sales orders, invoices, POs, bills, expenses and payments, by amount threshold
- Auto-reminders: for customer payments, vendor due dates and expiring quotes
- Recurring transactions: invoices, bills, expenses and journals
- Auto-numbering: custom prefixes and series per document type and branch
- Custom fields: add fields to any transaction or master, and use them in templates and reports
- Bulk actions: send, print, export or update many transactions at once
Approval rule · Bills · all branches
Approve by amount threshold
₹1,20,000
₹5,000₹5,00,000
Approval chain
Level 1 · any amountAccounts executiveNeha Sawant
Level 2 · above ₹25,000Finance managerVikram Joshi
Level 3 · above ₹2,00,000DirectorSuresh Patil
Workflow rules on this bill
When approvedEmail remittance schedule to the vendor
3 days before due dateWhatsApp the accounts team
If MSME vendorCreate a payment task due on day 40
11 Platform
Platform, Security & Integrations
Key Features · 7
- Multi-branch and multi-GSTIN: separate series, stock and reports per branch, with consolidated views
- Multi-company: manage several legal entities from one login
- Roles and permissions: control who can view, create, edit, approve or delete each transaction type; sales staff see only their own customers
- Security: two-factor login, encrypted data, IP restrictions and daily backups
- Mobile app: create invoices, record expenses with a photo of the receipt, approve bills and check reports on the go
- Integrations: payment gateways (Razorpay, PayU, Cashfree), WhatsApp Business, email, GST and e-invoice portals via GSP, Tally export, Excel import/export, and an open API for custom systems
- Data import: customers, vendors, items, opening balances and historical transactions from Excel, Tally or Zoho Books
Settings · roles and permissions
Pune HQ · 3 branches · 2 GSTINs
| Transaction | View | Create | Edit | Approve | Delete |
|---|
Two-factor login on
IP restriction · office only
Last backup 02:00 today
12 Advantage
The COPS 360 Advantage
A standalone accounting tool sees transactions; COPS 360 sees the whole business that produced them.
| Capability | Standalone accounting (e.g. Zoho Books) | COPS 360 Accounting |
|---|---|---|
| Invoicing, bills, GST, TDS, banking, inventory | Yes | Yes |
| Leads, deals and pipeline in the same system | Separate CRM needed | Built in |
| Quote created from the deal, status synced back | Via integration | Native |
| Employee expenses linked to HR and payroll | Separate HR tool needed | Built in |
| Timesheets from the workforce module billed to clients | Partial | Native |
| Revenue by lead source, campaign and sales rep | Not available | Standard report |
| Collections assigned as CRM tasks to sales staff | Not available | Built in |
| One login, one database, one vendor | Multiple apps | Yes |
COPS 360 Accounting