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finance management

Modules Of Finance Management

Continuous change requires continuous innovation

Manage Payment Modes

Manage Receivable Category

Manage Expense Category

Manage Expense Type

Manage Receivable Amounts

Expenses

Receivable Category

Manage Expense

Modules, Features & Packages

  • Basic
    USD 44/user/yearly

    USD 51/User/monthly
  • Professional
    USD 53/user/yearly

    USD 57/User/monthly
  • Premium
    USD 67/user/yearly

    USD 81/User/monthly
Module Tracking
Basic
USD 44/user/yearly

USD 51/User/monthly
Professional
USD 53/user/yearly

USD 57/User/monthly
Premium
USD 67/user/yearly

USD 81/User/monthly
Module Tracking
Finance & Bank
Manage Payment Modes
Manage Banks
Bank Configuration with Payment Mode
Manage Bank Incoming & Outgoing
Manage Receivable Category
Manage Expense Category
Manage Expense Type
Manage Receivable Amounts
Receivable Category
Manage Expense
Manage Expense Agent
Manage Expense Payment
Cash Transfer
Manage Inword
Manage Outword
Bank to Bank Transfer
Manage Business & Petty Cash
Tax Configuration
Manage Tax Types
Bank Configuration using API
General Settings
Personal Settings
Company Logo and Theme
Business Hours
Portals
Centre
Tax
Email
Mail Transfer
SMTP/IMAP Mail
Email Insight
Organisation Email
Process Management
Workflow Rules
Schedule Task
Task
Reminders
Task Reminders
Email Notification
Record Owner, Record Creator, Record Owner's Manager
Using Email field from the Module & Related Modules
Filed Update
Delete
Field Update
Create Record
Assign Record Owner
Security Management
Profile
Roles
Field Level Security
Audit Logs
Data Encryption
GDPR Compliance
Multiple Centre Accessbility
SSL Cerficate
Data validation with Regular Expression
Security Algorithams
Customer Support
Ticket System
PurchasePurchasePurchase
Finance & Bank

Manage Payment Modes

Manage Receivable Category

Manage Expense Category

Manage Expense Type

Manage Receivable Amounts

Receivable Category

Manage Expense

Security Management

Profile

Roles

Field Level Security

GDPR Compliance

SSL Cerficate

Data validation with Regular Expression

Process Management

Schedule Task

Task

Reminders

Task Reminders

Email Notification

PURCHASE

Finance & Bank

Manage Payment Modes

Manage Receivable Category

Manage Expense Category

Manage Expense Type

Manage Receivable Amounts

Receivable Category

Manage Expense

Manage Banks

Bank Configuration with Payment Mode

Manage Bank Incoming & Outgoing

Manage Expense Payment

Cash Transfer

Bank to Bank Transfer

Tax Configuration

Manage Tax Types

Bank Configuration using API

Security Management

Profile

Roles

Field Level Security

Audit Logs

GDPR Compliance

Multiple Centre Accessbility

Data validation with Regular Expression

Security Algorithams

Process Management

Task

Task Reminders

Email Notification

Record Owner, Record Creator, Record Owner's Manager

Using Email field from the Module & Related Modules

Field Update

Create Record

Assign Record Owner

PURCHASE

Finance & Bank

Manage Payment Modes

Manage Receivable Category

Manage Expense Category

Manage Expense Type

Manage Receivable Amounts

Receivable Category

Manage Expense

Manage Banks

Bank Configuration with Payment Mode

Manage Bank Incoming & Outgoing

Manage Expense Payment

Cash Transfer

Bank to Bank Transfer

Tax Configuration

Manage Tax Types

Bank Configuration using API

Security Management

Profile

Roles

Field Level Security

Audit Logs

Data Encryption

GDPR Compliance

Multiple Centre Accessbility

SSL Cerficate

Data validation with Regular Expression

Security Algorithams

Process Management

Workflow Rules

Schedule Task

Task

Reminders

Task Reminders

Email Notification

Record Owner, Record Creator, Record Owner's Manager

Using Email field from the Module & Related Modules

Filed Update

Delete

Field Update

Create Record

Assign Record Owner

Email

Mail Transfer

SMTP/IMAP Mail

Email Insight

Organisation Email

General Settings

Personal Settings

Company Logo and Theme

Business Hours

Portals

Centre

Tax

PURCHASE

Improved Sales. Lasting Relationships. Faster Growth.

Get the visibility you’ve been missing, and the data you need to improve, right at your fingertips.