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Accounting Portal

Introduction:​

The Accounting Portal serves as a centralized platform for managing accounting tasks within your organization. It provides users with tools to streamline accounting processes and integrate with external systems such as Xero for enhanced functionality.

Key Features and Explanations:​

Dashboard:​

    • Obtain an overview of crucial metrics and details concerning invoices, accountings, and rejection status.
    • Upon logging in, users encounter a dynamic dashboard offering insights into the organization's invoice activities. Learn More

Invoices:​

    • Access a comprehensive list of all invoices with the capability to search, filter, and sort based on various criteria.
    • Users can efficiently search, filter, and sort invoices based on parameters such as date, amount, or client name. Learn More

Client Statements:​

    • Review a summarized transaction history, outstanding balances, and payment details for each client.
    • Gain insights into transaction history, outstanding balances, and payment details by reviewing client statements. Learn More

Import Invoices from Files:​

    • Expedite the process of adding invoices by importing files such as CSV, Excel, or PDF.
    • Simplify invoice addition by importing files directly into the portal. Supported file formats include CSV, Excel, and PDF. Learn More

Xero Integration:​

    • Seamlessly integrate with Xero to sync accounting data and streamline financial workflows.
    • Enable integration with Xero to synchronize accounting data between systems. This allows for seamless transfer of financial information and streamlines accounting processes. Learn More