Financials

List of financial capabilities

Basic financial management covers essential tasks that help a business stay organized and financially healthy. It includes tracking and recording expenses, preparing financial reports and reconciliations, creating and managing quotes for clients, issuing invoices, and conducting payment follow-ups to ensure timely collections. It also involves preparing financial forecasts to support planning and decision-making. Together, these functions provide a clear overview of the business’s financial position and help maintain smooth financial operations.

• Expenses
• Reports – financial recons
• Quotes
• Invoicing
• Payment follow-ups
• Financial forecasts