Introduction

Our financial management system is designed to help you record, monitor, and verify all financial activities in real time. By actively updating data and reviewing records regularly, you ensure accuracy and prevent discrepancies. All staff must keep financial entries transparent and verifiable at all times.

Invoices

Every invoice must be recorded immediately after issuance. Ensure that the invoice contains the correct client details, amounts, tax rates, and due dates. Pending invoices should be tracked daily to avoid delays in payments.

Payments

Record all incoming and outgoing payments in the system immediately. Verify payment references, amounts, and associated invoices before confirming transactions.

Expenses

Log all company expenses with proper documentation and receipts. Categorize expenses correctly for accurate reporting and budgeting.

Income

Update income entries as soon as funds are received. Confirm the source, payment method, and purpose of each income entry for transparency.

Payment Methods

Ensure that all accepted payment methods (cash, bank transfer, card, mobile money) are clearly recorded. Verify transaction IDs for electronic payments.

Account Balance

Check account balances daily to ensure they match recorded transactions. Any discrepancies must be reported and investigated immediately.

Reminder! All financial records must be verifiable and up to date. Regular reviews will be conducted to ensure compliance.

Bugs and Feature Requests

If you notice any issue or have suggestions for improving the financial system, please contact the finance administrator or submit a request through the internal support portal.