MAIL OPTION LIKE ZOHO BOOKS

Feature Suggestions for MyBillBook

Dear MyBillBook Team,

First of all, thank you for building such a useful invoicing platform. I would like to suggest a few features that would make MyBillBook much more powerful for businesses with multiple departments and larger operations.

1. Direct Email Option (Like Zoho Books)

After generating an Invoice, Proforma Invoice (PI), Purchase Order (PO), or Quotation, there should be an option to send it directly to the customer via email from within the app, just like Zoho Books. This would save time and eliminate the need to download and attach files manually.

2. Advanced Role-Based Access Control

Please introduce more customizable user permissions where the Admin can:

• Add or remove access for each user.

• Grant access module-wise (Sales, Purchase, Dispatch, Inventory, Accounts, etc.).

• Allow view, create, edit, approve, or delete permissions separately for each module.

This will make the software much more suitable for medium and large businesses.

3. Dispatch Management Module

A dedicated Dispatch section should be available where the dispatch team can:

• Receive Packing Lists directly after a PI, Sales Order, or Invoice is approved.

• Update dispatch status.

• Record loading details such as transporter, vehicle number, driver details, dispatch date & time, and quantity dispatched.

• Generate Dispatch Notes.

This will enable seamless coordination between the Sales and Dispatch departments.

4. Material Receiving Register (Goods Receipt Module)

A Material Receiving Register should be available for the receiving/unloading department. When a Purchase Order is created, the receiving team should be able to:

• Record material during unloading.

• Update received quantities.

• Record shortages or damaged goods.

• Add vehicle details, unloading time, and receiver information.

• Generate Goods Receipt Notes (GRN).

This will streamline procurement and inventory management.

5. Inter-Department Workflow

Different departments should be able to work on the same transaction with controlled access. For example:

• Sales creates a PI or Invoice.

• Accounts confirms payment.

• Dispatch automatically receives the Packing List and prepares shipment.

• Purchase creates a PO.

• Receiving department gets the PO details and updates the Material Receiving Register during unloading.

• Inventory updates automatically after dispatch or receipt.

These workflow-based features would make MyBillBook a complete ERP-style solution for growing businesses.

Thank you for considering these suggestions. I believe these enhancements would greatly improve operational efficiency and make MyBillBook a stronger alternative to more expensive ERP software.