All workspaces
Accounts & Finance workspace
Chart of accounts and a double-entry general ledger fed by operations: revenue, payables, receivables, cash and bank, reconciliation and financial reports.
Workspace dashboard
Important functions
Click any function to open its visual step-by-step guide.
- 1Read the finance dashboardCash position, income, expenses, bills to pay and overdue receivables at a glance. 2 steps
- 2Pay a supplier bill (with approval)Record the bill, send the payment for Owner approval, then pay it from cash or bank. 3 steps
- 3Collect receivablesTrack customer and company dues and record collections. 2 steps
- 4General ledger & reconciliationEvery posting is visible in the immutable ledger; reconcile cash and bank. 2 steps
- 5Financial reportsProfit & loss, trial balance and aging reports as branded PDFs. 2 steps