Finance connected to operations
Accounting
Process sales and purchase invoices, payments, bank transactions, VAT, budgets and cost centres.
Capabilities
What you can do with Accounting.
A practical overview of the main capabilities.
Sales invoices
Create invoices from sales orders, projects and work orders.
- Invoices and credit notes
- Outstanding items
- Payment terms
- Email delivery
Purchase invoices
Register supplier invoices and allocate them to orders, projects and costs.
- Supplier invoices
- Order matching
- Project costs
- Payment status
Banking and payments
Register payments and keep receivables and payables current.
- Bank transactions
- Payments
- Matching
- Outstanding balances
General ledger
Work with accounts, periods and journal entries.
- Accounts
- Journal entries
- Periods
- Financial history
VAT and audit
Support tax reporting and financial controls.
- VAT overview
- Audit information
- Control lists
- Reporting
Budgets and cost centres
Plan and analyse costs by organisational unit.
- Budgets
- Cost centres
- Actual versus budget
- Cost analysis
Financial reporting
Review profit and loss, balance sheet and cash flow.
- P&L
- Balance sheet
- Cash flow
- Drill-down
The process
From start to result.
Record transactions
Match invoices and payments
Update the ledger
Create financial insight
Track budgets and results
Ready for the next step?
See this process in a personal demo.
We demonstrate the workflow using your own organisation, roles and process.