Cloud ERP - Finance

Business management for SMEs, entrepreneurs, foundations and associations.

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SERVICE OVERVIEW

Services included in our ERP Solution in the cloud.

Third parties

Clients / potentials, Suppliers, contacts, Association of categories of clients / potentials / contacts. Linking of entities (Budget, orders, invoices, documents, etc.) with the third party, notifications, agenda and notes. Sending mail to third parties in bulk.

Products and services

Management, categorization and statistics of products and services. Warehouse and stock management. Stock transfers and movements. Price. Replenishment of products. Management of shipments and transport. Shipping lists and statistics. Creation of delivery notes or deliveries.

Financial management

Budgets and orders. Invoices to customers and suppliers. Taxes. Salary payments. Business reports and statistics. Journal of sales and purchases. Direct debit payments. Fusion of pending invoices. Grouping of orders in invoices.

Projects management

Assignment of external users and monitoring in real time. Association of budgets, orders, customer and supplier invoices and interventions. Documentation. Profit and loss. Task tracking by role, project manager or participants. Gantt diagram.

Contract management

Periodic and repetitive sales services, controlling maturities and payments. Composed of one or more services, with different end dates. Contract documentation. Billing and Dashboard of the Contracts for their follow-up.

General Ledger

Configurable chart of accounts, based on the PGC. Association of account to customer, supplier, product, bank account, VAT % or expense template. Validation and accrual of accounting entries before moving to the General Ledger. Balances. Export of your ledger for Consulting.

HR and Interventions

Request and approval of days off. Email notification of requests. User vacation. Personal expenses. Management of interventions. Parts of work performed and time applied to a client by intervention, of internal or external workers.

Calendar Administration

Agenda for the management of manual or automatic events, of all the actions (creation of budgets, creation of invoices, validation of entities such as budgets, invoices, orders, shipments, etc …). View and share the agenda.

CASES OF USE

Clients that use any of our Solutions.

SEVICE PLANS

The Light Scope is enough for Professionals and Entrepreneurs. For Companies the Enterprise or Premium Scope.

Plan Light


  • Third Parties
  • Products & Services
  • Finance
  • Proyects
  • Contracts
  • General Ledger
  • HHRR & Interventions
  • Agenda Management

Plan Enterprise


  • Third Parties
  • Products & Services
  • Finance
  • Proyects
  • Contracts
  • General Ledger
  • HHRR & Interventions
  • Agenda Management

Plan Premium


  • Third Parties
  • Products & Services
  • Finance
  • Proyects
  • Contracts
  • General Ledger
  • HHRR & Interventions
  • Agenda Management

If you want to share an environment with other Organizations, to reduce cost and time, or if you require a different module configuration than the 3 standard plans, you can request a Custom Plan.

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