Module K-09
Ten transaction types, from payments in and out to invoices, credit and debit notes, material purchases and transfers, each with a party, a cost code, a receipt and a status. In the phone apps, writes queue offline.
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- Module
- K-09
- Status
- Early access
- Included
- 2 parts
- Trial
- 14 days free, card at sign-up
02 parts
This module works today and carries best-effort support while it matures. Pilots help decide what it needs next.
- TypesK-09.01
Ten kinds of transaction
Payment in, payment out, expense, invoice, credit note, debit note, material purchase, return, transfer and party-to-party.
- CodesK-09.02
Cost codes and receipts
Categorise by cost code, attach the receipt, track the balance by party.
Office on the web
The same records in a browser for the office, with the same permissions as the phone. These are real screens from a showcase workspace.
Fig. 09.1Finance across every project
- 1Income, costs, owed and owing
- 2Month by month, invoiced or paid
- 3Outstanding bills, with due dates
Fig. 09.2Payment application, certified
- 1Certificate, retention worked out
- 2Invoice raised from it
- 3Schedule of values, line by line
On the phone
Real captures from the demo workspace in the Android app, coming soon to Google Play and the App Store. Until then, the same records work in a phone’s browser, with a connection.
Financials[01]
Workspace menu[02]
2 captures
Finance & invoices also opens in the browser, with the same records and permissions.
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