Module
Finance Management

The Finance Management module centralizes financial operations, ensuring compliance and offering real-time insights into institutional finances. It features efficient Transaction Management for receipts, payments, income, expenses and inter-account transfers. The module includes tools for creating tax codes, managing payment modes, and generating detailed financial reports such as daybook and cashbook reports, along with high-level financial summaries. The Chart of Accounts enables organized tracking of accounts and sub-accounts, while the Finance Summary provides an overview of financial health. The module also supports transaction verification and detailed Reports and Analytics, ensuring transparent and accurate financial management.

Highlights

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Transparency

Centralized financial operations with detailed reporting for clarity.

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Accuracy

Real-time financial updates for precise decision-making

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Compliance

Integrated tax code management ensures regulatory adherence.

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Efficiency

Streamlined transaction processing and inter-account fund transfers.

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Insights

Generate detailed daybook, cashbook, and ledger reports for actionable analysis.

Key Features and Benefits

Features

  • Comprehensive chart of accounts with detailed ledgers and sub-ledgers.
  • Income, expense, and payment transaction management.
  • Financial year configuration and compliance with tax regulations.
  • Inter-account transfers for streamlined fund allocation.
  • Daybook, cashbook, and ledger reports for financial analysis.

Benefits

  • Transparent and centralized financial operations.
  • Accurate and real-time reporting for better decision-making.