# Accounta Trading — Trading firm management

> Trading firm management (iPhone/iPad app by Vedant Saraf.)

- Source: https://appshunter.io/ios/app/accounta-trading/id6778918104 (this page in markdown: same URL + `.md`)
- Developer: [Vedant Saraf](https://appshunter.io/developer/1681475966)
- Category: Business, Utilities
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 24 MB
- Languages: American English
- Released: 2026-06-17
- Data updated: 2026-09-04
- User reviews in markdown: https://appshunter.io/ios/app/accounta-trading/id6778918104/reviews.md

## What is 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.


## Version history (last 5 releases)

### 1.6.3 — 2026-07-21

Bill printing
  - Place of Supply is now sourced from the party master's state_cd field (e.g. 10-BIHAR) instead of being derived from the GSTIN's first two digits. GSTIN-based derivation stays as a
  fallback for parties without a state_cd set in MST.
  - Terms & Condition block suppressed on cash bills — bills where BLS.tt = CASH no longer print the "1. Payment Within 30 Days." line (or the heading above it), since the money's
  already changed hands. Credit bills continue to print it as before.

### 1.6.2 — 2026-07-16

Bug fixes
  - CASH A/C bills now print the walk-in customer name (e.g. "AMIT KUMAR") — previously only "CASH A/C" was shown
  because MST's placeholder was overriding the per-bill name.

### 1.6.1 — 2026-07-10

Debtors / Creditors report
  - New fixed total bar pinned at the bottom of the list — stays visible while scrolling.
  - Two-row layout: TOTAL (count) + NET BALANCE on top, DEBIT + CREDIT below, separated by a divider.

### 1.6.0 — 2026-06-30

Takada list - now matches the desktop report
     
  - Carry-forward debt is no longer hidden. Old customers with brought-forward
    outstanding (no new bills this year) now appear correctly; customers with
    both old and new debt show the full picture.
  - Partially-paid bills show the split: under each row, a small line reads
    "(Bill Amount: 56,033 - Paid Amount: 35,030)" so you can see how much was
    originally billed vs. paid.
  - L.PayDt + L.Amt strip under every party header shows when the customer
    last paid and how much.
  - Standalone journal charges (bank charges, cheque-return charges, interest)
    now appear as their own rows. Bounced cheques that get paid the same day
    no longer pollute the list.
  - Bill numbers are cleaner - the FY prefix is stripped from display.

  Outstanding ledger - now reconciles to the books

  - Pulls from the updated multi-year OS_LEDGER export. Every customer with
    an outstanding balance now appears with the correct amount.

  FY-aware tap behaviour (both screens)
  
  - Bills from the current financial year stay blue and tappable to open the PDF.
  - Bills from prior FYs (carry-forward rows in Outstanding, OPENING rows in
    Takada) now show as grey and non-tappable - no more dead taps.

### 1.5.2 — 2026-06-24

⏺ What's new in 1.5.2

  Bug fixes
  - Ledger Form date field no longer truncates dates like 01-01-2000 — the full date stays on one line.
  - Sale Report, Outstanding Report and Ledger Report DATE columns now render the full date (26-04-2022) without
  clipping.
  - Find Bill input no longer truncates long bill numbers (e.g. 2784); Previous/Next buttons moved to their own
  row.

  UI improvements
  - Outstanding/Takada Report: when every party belongs to the same firm, the firm strip is shown once at the top
  instead of repeating ACCOUNTA DEMO on every card.
  - Bill PDF: added a dark separator line above the Total row in both the line-items table and the right-side
  totals block.
  - Financial year (e.g. FY 26-27) shown in the app bar across screens.

  New feature
  - Find Bill: new LAST BILL button jumps straight to the latest bill for the selected firm + type.
  - Bill UI brought to parity between Trading and Agency apps.

## More apps by Vedant Saraf

- [Accounta Ticketing](https://appshunter.io/ios/app/accounta-ticketing/id6447487334)
- [UHackatron](https://appshunter.io/ios/app/uhackatron/id6462788057)
- [Accounta Rate List](https://appshunter.io/ios/app/accounta-rate-list/id6475623022)
- [Accounta Takada](https://appshunter.io/ios/app/accounta-takada/id6743435332)
- [Accounta Daybook](https://appshunter.io/ios/app/accounta-daybook/id6753142105)
- [Accounta Agency](https://appshunter.io/ios/app/accounta-agency/id6759446870)

All apps by Vedant Saraf: https://appshunter.io/developer/1681475966

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-04.*
