Documents
- Getting Started
- My Plan
- Personalization
Finance Introduction
The Finance module handles all financial operations within the organization. It includes features for managing customers and vendors, creating invoices and estimates, tracking expenses, handling payments, performing accounting tasks, generating reports, and managing taxes. This module is essential for finance professionals and anyone involved in the organization's financial activities.
Key Features of Finance Module
- Automated Invoicing: Generate, send, and track invoices effortlessly.
- Expense Tracking: Monitor business expenses in real-time.
- Financial Reports: Access detailed reports for better decision-making.
- Tax Compliance: Ensure compliance with tax regulations and filings.
- Multi-Currency Support: Handle transactions in multiple currencies for global business operations.
Finance Module Key Sections
- Customers & Vendors: Manage customer and vendor information.
- Invoices & Estimates: Manage customer and vendor information.
- Expenses: Track and record expenses.
- Payments: Handle payment transactions.
- Accounting: Perform accounting tasks
- Reports: Generate financial reports.
- Taxes: Manage tax-related activities.