Finance Management

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Description

Finances is best part of any company which help in growth of company. we have added 3 major feature for Finance team which help them to manage Income & Expences, and Invoice.

Invoice – 
1. in Invoice we can generate invoice for our clients
2. In filters you can search the client by any one thing like Client Name, Project Name, Service Name, Status, Date from, Date to, Cost Min, Cost Max, Currency etc.
3. Invoice we will generate: Invoice select project service other, project name, date, due date, date format, bill to, customer address, invoice currency, final payment, Discount, Tax, Notes, & Terms and condition
4. we can view, edit and delete invoice.
5. we can search invoice as well by name.
6. we Can download invoice as PDF and send it to client.

Benifits:
1. If a client asks for a invoice in future, you can view & share the invoice.
2. you can check unbilled record or unpaid records.
3. you can calculate total sales , pending payment , cash in hand & total earning.
4. this will help you to know about financially progress of company monthly basis.
5. If a client asks you how much you did for his project last time and you don’t remember, you can check from here and inform the client.

Income-

How much revenue is your company generating? When is it coming? on what basis? There are 2 more key features.

  • records we will manage: Payment Method, Amount, Description, Payment for, Date, Add Invoice, Payment To
  • We can also search records based on payment method, search term, from date, to date, cost minimum, cost maximum, currency any of these.
  • we can search income as well by name.
  • we can view, edit and delete Income.

Benefits:
1. we can calculate total income of company. It will help in getting to know total profit.
2. This will also help you in tracking payment record so u dont miss any payment or forget.

Expences-

The best part of any company is the one which helps in the growth of the company. Which you can see here how much spent in company..

  • record we will manage: payment method, Amount, Description, Payment for, Date, Payment By, Bill
  • We can also search records based on payment method, search term, from date, to date, cost minimum, cost maximum, currency any of these.
  • we can search expences as well by name.
  • we can view, edit and delete Expences.

Benifits :

  1. we can see who has brought which item and how much it is worth.
  2. We can also see how much has been spent in the office in a month and who has spent how much.
  3. It will help in save money in future. where we have spent money . was it worth to spent or not we can calculate.

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