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Accounting


Use of IPM does not require you to be an accounting expert and offers an importing facility of your bank statements.

Any portfolio management software would be incomplete if it does not provide accounting facility. Any version of IPM software comes with built-in accounting module. This helps users in ensuring that end-of-fiscal-year requirements of their chartered accountant are fully taken care of.

As a financial advisor or financial product distributor, the most important part is that IPM allows you to maintain your books of accounts in parallel with your clients and groups managing their own accounts. One can manage all cash, bank or general ledger accounts and maintain complete books of accounts with finalization reports, ledger reports, bank and cash, journal reports. This provides a set of all accounting reports separate from portfolio reports required for your accountant. With IPM, you can keep your accounting treatment different from your wife because of view of income tax department on your activities as an Investor vs. Trader. Once it is setup, you do not need to change it again.

Accounting Section in IPM

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Accounting Features

  •  Complete Accounting like Tally
  •  Manage bank, cash, general accounts
  •  Interest calculation
  •  Setup your account differently than your other family members
  •  Unlimited schedules
  •  Flexible voucher configuration
  •  Programmable narration master
  •  Import bank statements
  •  Unlimited fiscal year end process