Request to Add Real-Time Bank Entry Fetching & Order Booking Module

Dear Team,

We are using myBillBook for our business accounting and GST billing. The software is helpful and easy to use. However, we would like to suggest two feature enhancements that would greatly improve workflow efficiency for businesses like ours.

1️⃣ Real-Time Bank Account Entry Fetching

Currently, bank syncing works well, but we request:

• Real-time or near real-time fetching of bank transactions

• Faster reconciliation of advance payments

• Clear tagging of customer-wise payment mapping

• Instant notification when customer payment is received

This would help in quicker order processing and improved financial tracking.

2️⃣ Order Booking Module (Before Final Invoice)

In our business, customers often:

• Place orders

• Pay advance amount

• Final material purchase happens later

We request a proper Order Book / Sales Order module where:

• Orders can be logged before invoice generation

• Advance payments can be linked to the order

• Order status can be tracked (Pending / Material Ordered / Installation Scheduled / Completed)

• Final invoice can be generated from the confirmed order

This feature would help track confirmed business even before billing and improve project-level management.

These additions would make myBillBook not only an accounting tool but also a stronger order management solution for growing businesses.

We look forward to future updates.

Thank you.