Daybook.Cloud Blogs

Feature guides for teams that want clearer tax, invoicing, bookkeeping, journal, and reconciliation workflows.

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Author: Prince Francis LinkedIn: princekf Created at:

Feature guides

Explore practical ways to use Daybook.Cloud across everyday finance work.

Tax configuration

Create reusable tax records.

Learn how to configure IGST, CGST plus SGST, export, and other customer-location based tax setups.

Read tax setup guide

Tax groups

Combine taxes into reusable groups.

Learn how to create GST tax groups for inter-state IGST, intra-state CGST plus SGST, export, and non-taxable modes.

Read tax groups guide

Item categories

Organise products and services.

Learn how to create item categories with type, parent category, default tax group, and internal notes.

Read item category guide

Items, products, and services

Create reusable transaction items.

Learn how to create products and services with a name, display name, category, code, barcode, and description.

Read items guide

Customer creation

Assign a currency to every customer.

Learn how to create local and international customers with their country, billing currency, contact, tax, and address details.

Read customer creation guide

Vendor creation

Prepare suppliers for purchasing.

Learn how to create vendors with country, currency, contact details, GSTIN, PAN, state, notes, and billing address.

Read vendor creation guide

Sale invoice creation

Create local and foreign-currency invoices.

Follow the complete workflow for currency, GST tax options, numbering, customer addresses, items, discounts, documents, and totals.

Read sale invoice guide

Multi-currency

Bill customers across currencies.

Learn how multi-currency invoice support helps businesses serve international customers with less manual work.

Read multi-currency guide

Journals

Create balanced debit and credit records.

Learn why double-entry ledger accounting matters and how to create a balanced journal in Daybook.Cloud.

Read double-entry journal guide

Fiscal year rollover

Create the next financial year.

Learn how to create the next fiscal year, choose a capital ledger, and transfer closing balances into the new period.

Read fiscal year guide

GSTR-1 reconciliation

Import portal sales return JSON.

Learn how to import GST portal GSTR-1 JSON, review the detected file, and reconcile it against book sale invoices.

Read GSTR-1 guide