Finance, Settlement, Expense & Documents
Finance, Settlement, Expense & Documents is a module that manages financial transactions, settlements, expenses, customer balances, cheque handling, tax and currency settings, and document printing for accurate financial operations.
Explore Feature
Expense Management
Capture field expenses with expense types, tags, cost centres, and live expense import.
View More →basicCustomer Outstanding Control
Monitor pending invoices, overdue balances, ageing, and customer credit exposure.
View More →basicCustomer Wallet
Manage customer wallet balances and wallet transaction history.
View More →basicPDC Cheque Register
Manage post-dated cheques, cheque lifecycle, realization, history, and dashboard.
View More →basicSettlement Management
Manage salesman settlement, cash in hand, settlement confirmation, and settlement reports.
View More →basicCredit/Debit Notes
Manage credit and debit notes with details and exports.
View More →basicTax and Currency Support
Manage tax categories, company currencies, and currency conversion logs.
View More →basicPrint Settings
Configure print formats and company logo for invoices/reports.
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