Can External Sales & Purchase bills in PDF or word format can be uploaded in Accounts Module of Borg Desk ERP?
Uploading Sales & Purchase Bills in Borg Desk ERP ?
No ! In Borg Desk ERP, you can not upload Sales & Purchase Bills in PDF or Word format. Borg Desk does not allow any type of bill to be uploaded. Some of our customers are storing their files in the Google Drive or any other storage on a cloud & save respective links in the remakes box of Borg Desk ERP.
In Borg Desk ERP, sales & purchase transactions are recorded within the system, and bills/invoices are generated digitally. Currently, direct uploading of external PDF or Word files for sales & purchase bills may not be supported due to the following reasons:
1. Standardized Digital Documentation
✔️ Borg Desk ERP follows a structured format for sales & purchase invoices.
✔️ Direct uploads in PDF or Word format may not align with the system's standardized invoice format.
2. Data Entry & Integration Issues
✔️ The system requires structured data entry to maintain consistency.
✔️ Uploaded PDFs or Word files do not integrate into the system’s reports, analytics, or calculations.
3. Compliance & Automation
✔️ Borg Desk ERP ensures compliance with taxation (GST, VAT, etc.) through automated invoicing.
✔️ Uploaded bills in external formats cannot be auto-verified for compliance or calculations.
4. Secure & Searchable Records
✔️ Invoices created inside the ERP are searchable & editable when needed.
✔️ Uploaded PDFs or Word files do not allow automated tracking, editing, or retrieval based on data queries.
Alternative Solution?
✔️Instead of uploading external files, you can manually enter the invoice details in the system and Update link of files which are stored on external cloud like Google Drive, One Drive etc.
✔️Need more flexibility? You can explore Borg Desk ERP’s customization options to see if an upload feature can be enabled for your specific business needs.
If Still any Concern or need one-to-one session with our Product Manager Reach out to us on https://wa.me/91919667916787 or Mails us from your regisrted email id to "[email protected]" our team will get back to you
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