MAYARecording a payment
Sales then Payments; a payment in a currency other than the account currency is refused, never silently converted.
Payments and accounting
The articles in this topic, each naming the exact screen where the action happens.
Payments and accounting
8 articlesChasing my unpaid invoices
An invoice is only chased if it was DELIVERED; the automatic dunning setting has no screen yet.
Sales analytics: DSO, aged balance, expected receipts and commissions
The Sales analytics screen gives days sales outstanding (DSO) per entity, the aged balance, expected receipts and the commission statement.
Currencies and exchange rates
Each entity has its currency; a missing rate refuses issuing, an outdated rate warns and lets through.
Running your treasury: cash, bank and mobile money
Cash, bank and mobile money accounts are tracked together; a validated cash closing forbids any entry dated before it.
Simplified accounting (SMT) or full accounting
Only one accounting system is active in a company, and the plan decides which: SMT for small businesses, full double-entry accounting otherwise, following the country's standard (SYSCOHADA in the OHADA area, for example).
Submitting and reimbursing an expense claim
An expense claim carries an entity, an amount, a category and a receipt; it is only paid once approved, and never by an AI.
The payment link sent with an invoice
Every invoice sent or reminded carries a link to its payment page: the customer pays the balance there by mobile money or, if your entity has it, by card.