Accounta Trading

Accounta Trading is the mobile companion for trading firms — built for owners, sales staff, and back-office teams who
need their daily numbers in their pocket. Track outstanding stock, payment dispatch, party ledgers, indents, and bills
from a single, fast, offline-friendly app.

Designed around the day-to-day workflow of a trading business, the app pulls live data from your Accounta back-office
and presents it in clean, mobile-first reports — so you no longer need to wait for a laptop to look up a balance, raise
an indent, or check whether a customer has paid.

WHAT YOU CAN DO

• Outstanding Goods List
See every pending consignment with smart filters by line, city, and party. Quickly identify what is still due to be
delivered or collected.

• Payment Dispatch Report
An interactive, zoomable table of payments dispatched — review at a glance who paid, when, and how much.

• Debtors and Creditors
Up-to-date position reports for every party. Filter by line, city, amount range, or specific party. One tap to call
the party directly from the report.

• Indent Entry
Capture customer indents on the move with autocomplete for parties and items — no more handwritten slips lost between
the field and the office.

• Find Bill
Look up any historical bill in seconds by number, party, or date.

• Bulk PDF Bills
Generate and share consolidated PDF bills for batches of customers — perfect for end-of-day or weekly statements.

• Price List
A clean, searchable price reference always in your pocket.

• Address Book
Every party's contact details, ready when you need them. Tap-to-call from anywhere in the app.

• Sale and Search Tracking
Quick visibility into sales and search activity across your firm.

WHO IT IS FOR

Trading firm owners, sales executives, accountants, and back-office staff who want their critical operational data —
receivables, dispatch status, indents, and ledgers — accessible in real time from any iPhone.

KEY FEATURES

• Secure OTP-based phone login — no password to remember
• Offline-friendly: data is cached locally so reports keep working on weak networks
• Refresh on demand with the "Fetch Latest" action
• Tap-to-call directly from any party row
• Fast, lightweight, and tuned for smaller phone screens
• Clean, card-based interface with high-contrast tables built for quick scanning

PRIVACY AND DATA

Accounta Trading connects only to your firm's authorised Accounta back-office. No data is shared with third parties.
Phone numbers are used solely for OTP authentication and to enable in-app dialing of saved party contacts. See our
privacy policy for full details.

SUPPORT

Need help, found a bug, or want a feature added? Reach out through your firm's Accounta administrator, or contact us at
the email listed on the developer page.

Accounta Trading is part of the wider Accounta business-management ecosystem covering agency, attendance, admin,
billing, and production — built to keep your business running, wherever you are.