Validure ERP features
Validure ERP covers the daily money work of an Indian MSME in one web app: quotations and GST invoices, Daily Bulk Billing, purchases and stock, receipts and payments, bank and cash, double-entry accounting, GST set-off and returns, reports, printing, data import and a field CRM. Every feature on this page is part of the Validure ERP specification and appears in its design prototype.
Sales and GST invoicing
Validure ERP turns quotations into GST Tax Invoices and works out the tax on every line as you enter it.
- Quotations move through Draft, Sent, Approved, Converted, Rejected and Expired; Convert to invoice copies the lines, customer and discounts into a new invoice and marks the quotation Converted.
- Each line carries CGST and SGST when the Place of Supply is in the branch's state, or IGST when it is in another state.
- Line tax is rounded to the paisa and the grand total to the rupee, with the difference shown as Round off.
- Billing staff can enter a multi-line invoice from the keyboard alone: Tab, Enter and the arrow keys move through the line grid.
- Invoices show Unpaid, Partially Paid, Paid or Cancelled, and credit and debit notes adjust them.
- Share on WhatsApp opens WhatsApp with the invoice message ready for you to send.
Tax Invoice INV/2026-27/0081
Intra-state · CGST + SGST- Branch state
- West Bengal (19)
- Place of Supply
- 19 · West Bengal
- Table Butter 100 g ₹13,335.84 Taxable ₹12,700.80 · CGST 2.5% ₹317.52 · SGST 2.5% ₹317.52
- Kesar Flavoured Milk 200 ml Bottle ₹2,222.64 Taxable ₹2,116.80 · CGST 2.5% ₹52.92 · SGST 2.5% ₹52.92
+ 1 more line on this invoice
- Taxable value, 3 lines after a 2% discount
- ₹20,501.60
- CGST 2.5%
- ₹512.54
- SGST 2.5%
- ₹512.54
- Round off
- ₹0.32
- Grand total
- ₹21,527.00
How to create a GST invoiceOpen invoice INV/2026-27/0081 in the demo
Daily Bulk Billing
Daily Bulk Billing creates one GST invoice for each selected customer in a single batch, for businesses that deliver to the same customers every day, such as milk, water jars, tiffin or security services.
- Pick the date, branch and item; the rate and GST rate come from the item.
- The grid lists every customer marked for daily billing with their outstanding balance, and Apply to selected sets one quantity or rate for all ticked customers.
- The batch ends with a summary of invoices created, amount billed and GST. For example (demo data): 7 Tax Invoices, ₹7,148.00 billed and ₹340.40 GST for a 20 L jar route on 25 Sep 2026.
Tax Invoices created
7
Amount billed
₹7,148.00
GST
₹340.40
Receipts, payments, bank and cash
Validure ERP settles money against bills: Receipts (Payment In) from customers and Payments (Payment Out) to vendors.
- Record a receipt by cash, bank, cheque, UPI or NEFT/RTGS, then Auto-allocate (FIFO) to the oldest invoices first or Allocate manually.
- Anything left over is kept on the customer's account as an advance.
- Payments settle purchase bills in the same way.
- Bank accounts carry the IFSC and account type, the passbook shows a running balance for any date range, and your default bank prints on invoices.
- Cash in hand and contra entries (cash deposit, cash withdrawal, bank transfer) post as balanced double entries.
| Invoice | Due date | Allocated | Status after |
|---|---|---|---|
| INV/2026-27/0031 | 13 Jun 2026 | ₹3,399.00 | Paid |
| INV/2026-27/0058 | 19 Jul 2026 | ₹21,341.00 | Paid |
| INV/2026-27/0081 | 9 Aug 2026 | ₹5,260.00 | Partially Paid |
| Total | ₹30,000.00 |
How to record a customer receiptOpen receipt RCT/2026-27/0186 in the demo
GST summary, set-off and returns
Validure ERP shows output tax, Input Tax Credit and net GST payable for each GSTIN and period on the GST dashboard.
- Record challan deposits into the Electronic Cash Ledger.
- Record GST settlement computes the Section 49 set-off and records the ARN and filing date after you file.
- GSTR-1 and GSTR-3B are prepared in the portal's table layout and download as Excel files; Validure ERP does not file on the GST portal.
- The HSN / SAC summary groups taxable value and tax by code.
| Set-off step | Amount |
|---|---|
| IGST credit used against IGST | ₹17,984.34 |
| CGST credit used against CGST | ₹12,593.77 |
| SGST credit used against SGST | ₹12,839.77 |
| SGST credit used against IGST | ₹975.81 |
| Paid in cash from the Electronic Cash Ledger (IGST ₹419.06, CGST ₹246.00) | ₹665.06 |
| Total liability for the month | ₹45,058.75 |
How to record the Section 49 set-offOpen settlement set-0006 in the demo
Also in Validure ERP
Purchases, stock and expenses
Validure ERP records vendor bills, adds purchased goods to stock and tags the GST you can claim.
What it covers4
- Items are products, which carry stock, or services, which never do; each has an HSN or SAC code, a unit, prices, a GST rate and a minimum stock alert.
- Saving a purchase bill adds the quantity to stock and updates the weighted average purchase cost; a sales invoice reduces stock.
- The GST on a purchase bill is tagged Eligible ITC, Ineligible / Blocked ITC or Capital Goods ITC.
- Expense vouchers record the category, the GST and whether you paid from cash or a bank. 13 categories come ready, such as rent, salary and wages, and electricity, and you can add your own or import expenses from a spreadsheet.
Double-entry accounting
Validure ERP keeps double-entry books under a chart of accounts with five classes: assets, liabilities, equity, income and expenses. The Accounting module is in the Gold and Platinum plans (illustrative plans).
What it covers2
- Journals must balance: Post journal stays off until total debits equal total credits.
- Record capital introduced and drawings, partner and director loans, and fixed assets with SLM or WDV depreciation.
Reports and dashboard
Validure ERP produces the statements an accountant or CA asks for: trial balance, profit and loss, balance sheet in Schedule III form, cash flow, day book, party ledger statements, outstanding and ageing, and stock valuation.
What it covers3
- Outstanding and ageing buckets are 0–30 days, 31–60 days, 61–90 days and over 90 days.
- The dashboard shows cash and bank balances, receivables, payables, net GST payable, stock value, income, expenses and profit, with quick actions such as New invoice and Receive payment.
- It warns you when your plan has 15 days or fewer left, and as the monthly GST due dates approach: the 11th for GSTR-1 and the 20th for GSTR-3B.
Printing on A4 and thermal rolls
Validure ERP prints Tax Invoices laid out for Rule 46 of the CGST Rules on A4, and on 58 mm or 80 mm thermal rolls.
What it covers3
- A4 invoices include the HSN summary, the amount in words, your bank details and a UPI QR code for the invoice amount.
- Composition or exempt supplies print as BILL OF SUPPLY.
- Quotations, purchase bills, receipts and payments print too.
Import and export
Validure ERP imports Excel (.xlsx) or CSV files in two phases: Validate file, then Commit import.
What it covers3
- 9 kinds of data: customers, vendors, products and services, sales invoices, purchase bills, receipts, payments, expenses and the Daily Bulk Billing template.
- Rows with errors come back in an error report with an Error Description column, and Commit import stays off until every row is valid.
- Export data, such as a year's sales invoices, to Excel.
Field CRM on the phone
Validure ERP includes a field CRM that sales agents open on their phones to call leads, log outcomes and convert leads into customers. The field CRM is a web app that installs from the phone's browser; there is no Android or iOS app-store app.
What it covers4
- Leads move through New, Contacted, In Progress, Follow-up, Converted and Lost.
- Call opens the phone's dialer; afterwards the agent logs Connected, No Answer, Busy, Invalid Number or Follow-up Scheduled.
- A converted lead becomes a customer with a first quotation, in one step.
- The field CRM locks with a 4-digit PIN, and owners manage leads on a desktop lead manager.
Companies, branches, users and audit trail
Validure ERP gives each user a role and records every change in an append-only audit trail. Multi-branch is in the Gold and Platinum plans (illustrative plans).
What it covers5
- One owner can open several companies and switch between them.
- Each branch can have its own GSTIN and state, and invoices and stock belong to a branch.
- Each document type has its own number series, such as INV/2026-27/ for invoices.
- GSTIN, PAN and IFSC are checked as you type, including whether the GSTIN's state code matches the state.
- 5 roles: Company Owner, Accountant, Sales executive, Field sales agent and Auditor (CA).
Themes and screens
Validure ERP offers 9 colour themes in light and dark modes and adapts to desktop, tablet and phone screens. Every theme is designed to meet WCAG 2.1 AA contrast.