Accounts Team

  • update references
    @Samindra Sen Gupta do update references in Quotation. see attached excel for your reference.

    by MANISH SHARMA- - 03:34 - 15 Jan 2021
  • Roxfortech Journal

    Dear Team,

    Please note that in Roxfortech always Journal shall be TAX Invoice roxfortech, so before validating any entry make sure, it is there or not.
    2.  Sales Team will be as per Ginesys format now wards, no ZWING\Roxfortech  Should be there. 
    3. Analytics account shall come automatically ZWING, if it is not coming, them let me know.
    @Sunny Jain 
    @ankit.s@gsl.in


    by MANISH SHARMA- - 12:21 - 26 Nov 2020
  • Invoice Process of License for New Customer.

    1. If payment collected more than 50% with GST then full invoice to be booked. 
    2. If payment collected less than 50% then proportionate invoicing to be done (Subject to no bulk discount) 
    3. No agreement/ no quotation / no invoicing.
    2. If payment collected less than 50% then proportionate invoicing to be done (Subject to no invoice level header discount)


    by MANISH SHARMA- - 07:18 - 5 Nov 2020
  • Covid 19 Discount

    @ Team dont show any discount in row level, which we are giving due to Covid, Because we shall be need need a data, that how much discount we have given due to covid, so you have to mention discount in a separate row. hope it is cleared.


    by MANISH SHARMA- - 01:06 - 9 Jul 2020
  • Subscription Row Level Discount is Wrong

    @ Team dont show discount in same row of Invoice, if product are related to subscription, otherwise  discount shall forward to Subscription too.


    by MANISH SHARMA- - 12:52 - 9 Jul 2020
  • AMC Subscription Description update
    @Ravi Mehra do update amc period & Total amount also, where as we have already made the invoice for this financial year, or going forward if any additional license adding.

    @Samindra Sen Gupta @Gaurav Wadhwa - do update Description of Subscription, . date to 1st April 2021 to 31st March 2022, it should be update while validating a invoice.

    by MANISH SHARMA- - 12:45 - 9 Jul 2020
  • Upsell license process changed

    @Team while doing any up-sell of license, Proportionate discount shall come in Separate row, Please check attached document for your reference.


    by MANISH SHARMA- - 08:00 - 8 Jul 2020
  • AMC Payment Schedule Update

    @ Team do update Payment schedule in AMC Open Invoices, from Order. ASAP.


    by MANISH SHARMA- - 01:48 - 30 Jun 2020
  • Revision in TDS rate in Finance Bill 2020 from 10% to 2% u/s 194J

    @ Team - We need to send a mail to all our customer to deduct TDS @2% ( after new notification 1.5%) instead of 10% u/s 194J
    We write to notify you about the recent amendment in the tax withholding provisions that affect payments made to Ginni Systems Ltd. (branded as Ginesys).

    As you may be aware, the rate of TDS on fees for technical services under section 194J has been lowered from 10% to 2%, with effect from Financial Year 2020-21 (i.e., on or after the period beginning from April 01, 2020).

    The Finance Bill 2020 carrying the amendment has also been passed by the Government and hence, the same is now effective. Copy of the same is attached for your reference.

    Given our contractual relationship, we request you to take note of the above and urge you to deduct taxes at 2% u/s 194J of Income Tax Act, on payments made to Ginesys, 

    In addition to above, as per new amendment declared by the Honorable Union Minister of Finance & Corporate Affairs, Smt. Nirmala Sitharaman, on May 13, 2020, it was announced that TDS rates on payments to residents have been reduced by 25% of the existing rates. The TDS rate applicable for payments/credits made to us for the period May 14, 2020 to March 31, 2021, will now be 75% of 2% i.e. 1.5%

    Note : You need to communicate to each customer in every communication  + mail those customer also, who has made payment this Month. as that TDS is still not deposited.


    by MANISH SHARMA- - 03:16 - 29 Jun 2020
  • Alert

    @ Team please mark Ankit Aggarwal in all Qlik Communications.


    by MANISH SHARMA- - 04:13 - 26 Jun 2020
  • SOP to changes in Customer\Contact

    1. -All sales person related changes or contact related changes shall be done by License Team only,  & it should be done same day, & mail should be replied once it is done.
     2. - When you are changing a sales person, make sure to add his reporting manager as a follower, as all mail communication
    3. if you need to remove any contact then do remove Organisation name form contact & do Archive the same, Never delete any contact.   & mention company name in log note for future reference.


    by MANISH SHARMA- - 01:43 - 3 Jun 2020
  • 1st Quarter Target- Lets Discuss at 2:30

    1st Quarter

    1. AMC
    2. SAAS And ALR Reconciliation
    3. Odoo Migration and Deferred Revenue Model Implementation
    4. Fixed Assets – Tracking for all locations
    5. Qlik and Cloud Hosting Alignment w.r.t customer and vendor billing
    6. Ledger Confirmation from all customers and vendor
    7. Jatragachi update as on date – for Pranay
    8. Branch Profit & Loss A/c – in Odoo
    9. SOP - Video of all odoo modules
    10. Subscription Reporting in Odoo – as per the excel (to be finalized)
    11. UPI QR code in Invoice


    by MANISH SHARMA- - 03:12 - 2 Jun 2020
  • SAAS New Product

    we shall use this product in SAAS for one time only  
    1. - - Ginesys SAAS One Time Special Discount-  Remarks - Ginesys SAAS Special COVID19 Discount

    This product to be use if discount is fix in each renewal. it shall impact to Subscription too
    Ginesys Subscription Discount


    by MANISH SHARMA- - 02:55 - 30 May 2020
  • Cloud Payment Followup SOP

    1.- We shall give grace period to pay within 30 Days
    2.- 2nd Month we shall degrade to 6k minimum plan ,  after repeated reminder
    3.- 3rd Month Involve to Sales Person as we need to discuss on Suspension of service 
    dont share it with customer or any sales person, it is only for a\c Team.


    by MANISH SHARMA- - 05:44 - 27 May 2020
  • Cloud Payment Update

    @ Team do always payment date in below cloud sheet. in column Payment Received Till
    https://docs.google.com/spreadsheets/d/129NWtAfwZl_Xm-_a8_G7_D2mjezO28lgCrqhSsnz3bg/edit#gid=326064942


    by MANISH SHARMA- - 08:29 - 21 May 2020
  • AMC Discount

    @ Team - while giving discount on amc, choose this product only (Ginesys AMC (Current Year Waived off) Discount), as it wont impact our subscription.

    @ Gourav do check all invoice raised till today & remove that AMC DISCOUNTL LINE from Subscription.


    by MANISH SHARMA- - 06:22 - 16 May 2020
  • Discount of Covind in AMC

    Please note that "Discount offer on AMC" shall be shown as line item discount. Do not change the amc value against product or show any discount%. This is applicable even if in case of discount being offered only on POS license. Under description mention the discount as "Onetime Special Covid19 Discount". If not clear please call me.


    by MANISH SHARMA- - 05:27 - 12 May 2020
  • Biplab Data Update

    @ Team - Biplab will be no sales person in any quotation\order \subscription, so update all record immediately


    by MANISH SHARMA- - 05:46 - 29 Apr 2020
  • Discount in Invoice

    @ Team do check attached invoice to mention right way of Discount.


    by MANISH SHARMA- - 03:13 - 3 Apr 2020
  • Re: Accounts Team

    @ Team why Monthly invoice not raised yet ?


    by MANISH SHARMA- - 05:15 - 5 Mar 2020