Kladana的动态

Kladana is not accounting software. Nevertheless, it has a module devoted to financials that streamlines the money flow control. Today, we’ll brief you on incoming & outcoming payments, the cash flow report, profit & loss data, and the statement of accounts in Kladana. Our imaginary friend Krishna who sells auto parts is willing to help us. Task 1: To quickly review the cash flow of all vital transactions — How much is spent and how much is left as of a certain date. ?? Krishna goes to Financials → Cash Flow Report. Using filters, he indicates a certain time frame, a particular company, or a sales channel. ?? Krishna can see the initial balance & the ending balance as well as Credit & Debit columns. ?? Krishna can download and print Cash Flow Report for further study. Task 2: To monitor the counterparties’ debts and vice versa. ?? Krishna goes to Financials → Statement of Accounts. Counterparties can be filtered with contacts or with an employee.?? ?? If Krishna wants to find particular counterparties, he can use additional filters such as a counterparty tag — regulars, for instance.? ?? Krishna can download the Statement of Accounts and send it to an accountant if needed. Task 3: To add a few payments & link them to sales orders. ?? Krishna has forgotten to record several payments, and he wants to do this in bulk. He goes to Financials → Payments. He clicks on Payment Received → chooses cash if needed, and fills in all the necessary fields. ?? Krishna clicks on Link Payment & chooses a sales order. Then he repeats these steps for other payments. Task 4: To check if all sales orders are paid. ?? Krishna goes to Sales → Sales Invoices. In filters, he chooses Payment status — unpaid, overdue, or partially paid. ?? Krishna can download & print the Sales Invoices list. Now, try the Financials module in Kladana — it’s free: https://lnkd.in/eVbWzsyc Learn more about payments in Kladana: https://lnkd.in/euUwBqej #financials #cashflow #debit #credit #money #india #business?