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Financial management

The Financial management chapter covers invoicing and cash: payables and receivables, purchase and sales invoices, collections, settlements and cash desks.

Visibility

This chapter is only visible to users holding the Financial management right.

Modules in this chapter​

ModuleScreen titleAddress
PayablesDettes/dettes
Purchase invoicesFactures d'achats/factures-achats
ReceivablesCréances/creances
CollectionsEncaissements/encaissements
Sales ordersCommandes de ventes/commandes-ventes-finances
Sales invoicesFactures de ventes/factures-ventes
Credit notesFactures d'avoirs/facture-avoir
Cash desksCaisses/caisses-finances
ChequeChèque/cheque
Statistics—coming soon
Reports—coming soon
Rankings—coming soon

Access​

From the side menu, expand Financial management, or from the home page, click a card in the Financial management section.