Finance

Review customer balances, record payments, manage credit notes and expenses, and maintain accounting periods and payment details.

Choose the task you need below. The actions available in the application depend on your access and the record’s current status.

Credit Notes

• Create or edit a customer credit note
• Approve or decline a customer credit note
• Send a customer credit note
• Download or delete a customer credit note

Accounts Receivables

• Check customer balances and open invoices
• Book a customer payment
• Apply existing credits or leave a payment unapplied
• View edit or reverse a booked payment
• Mark or restore a bad debt
• Generate download or share a statement of account
• Generate a finance report

Weekly Journal Exports

• Review and sync a weekly journal
• Create a manual journal
• Review transactions not yet in a journal

Accounting Periods

• Close or hard close an accounting period
• Reopen an accounting period

Logistics Expense

• Record or edit a fuel expense
• Record a lease expense
• Attach a logistics expense invoice
• Validate and approve a logistics expense
• Rerun logistics expense automation

Reimbursements

• Record or edit a reimbursement
• Approve decline or sync a reimbursement
• Delete an incorrect reimbursement

General Purchases

• Record or edit a general purchase
• Approve decline or reschedule a purchase
• Sync or delete a general purchase

Farmer Expenses

• Review farmer expenses

• Match paid supplier bills to a bank statement

Other Expenses

• Review other expenses

Vendors

• Create or update a vendor
• Sync or delete a vendor

Payments

• Submit a payment profile change
• Approve reject suspend or reactivate a payment profile
• Investigate recorded payment details