Try New Financial Management Features and Approvals
Hello! We'll be short this time. We’ve explained new features and analyzed three manufacturers’ case stories. Let’s go!
Feature Updates
?? Financial Management
Payrolls
Now you can create documents with salary details and track salaries more precisely. Make payrolls and manage basic and piece-work wages. It helps to track the information on salary expenses by employees and filter it by period. Moreover, in all mutual offsets, you can now track payments to employees more correctly.
All created payrolls (excluding drafts) are considered in the Statement of Accounts report section. The salary amount will appear in the Incoming and Accruals column.
How-to: Financials → Payrolls → + Payroll → specify your company and billing date →? add an employee and indicate their salary.
Expense Items in Cash Flow Reports
The Cash Flow Report menu now shows expense items. This helps to view the details of expenses, track the dynamics of changes in the cost structure, find and correct possible errors in accounting, and obtain information for planning expenses.
How-to: Financials → Cash Flow Report → By expense item?
To view detailed information on a specific expense item, click on the row corresponding to the expense item.
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?? Approvals?
Now in Kladana, you can put up and manage transaction approvals. It allows you to check, verify, and approve transactions initiated by users within the workspace. Approvals are available for purchase and sales orders, receivings, and stock adjustments.
Employees can receive updates on the status of their requests, indicating whether they have been approved or rejected.
How-to: Settings → Employees → Choose an Employee or add a new one → User roles → Setup permissions for users
?? Manufacturers’ Case Stories
Problem-Solving Analysis
We analyzed three manufacturers’ case stories through a problem-solution lens and made handy cards.
That’s it for now. Try Kladana for free, or sign up for a demo with our expert.
Stay tuned!