Run Your Business
Billing and Accounting
Invoices, payments, expenses and ledgers that stay in agreement without a month-end rebuild.
The business problem
Bills get made in one app, payments noted in a diary and expenses collected in a folder. Outstanding amounts are argued about with customers, and the profit figure only appears months later when an accountant assembles it.
Core capabilities
- GST-ready invoices with multiple formats and print sizes
- Customer and supplier ledgers with running balances
- Receivables and payables with ageing
- Cash and bank accounts with payment tracking
- Expense recording and categorisation
- Cash book and business reports including profit insights
How we deliver it
Set up chart of accounts, tax rates and invoice formats
Load opening balances for customers, suppliers and banks
Establish who records what, and when
Verify the first month's closing against your existing books
Customisation
Invoice templates, numbering series, expense categories and report formats are configurable, including branch-wise and financial-year-wise numbering.
What to have ready
Most of what decides whether this works is settled before any software is configured.
- A chart of accounts you have actually reviewed rather than accepted as supplied
- Opening balances agreed with whoever prepares your accounts
- Clarity on which documents must be issued from the system and which may stay outside it
- Your real credit terms per customer, not the ones written on the invoice
When this is not the right fit
- Your accountant already handles everything and you have no interest in seeing figures between visits
- You need statutory audit-grade consolidation across multiple legal entities with complex intercompany treatment
- Your billing is a handful of invoices a month that take ten minutes in a spreadsheet
Relevant industries
Integration possibilities
Every integration carries an honest status. Open one to see its current position, what it connects and what it needs.
Questions
Talk to us about billing and accounting
Tell us how this works in your business today and we will be straightforward about what fits.