| No. |
Feature |
Description |
| 1 |
Real-time reporting |
Real-time financial performance reports empower you to make informed decisions for your business. Additionally, you can easily annotate, export, and access detailed information for each report. |
| 2 |
Multi-companies with hierarchy |
Get all your subsidiaries within the same system with real-time consolidation reports. You can also automate business flows with intercompany rules. |
| 3 |
Multi-currencies support |
Enjoy currency rates updated automatically daily using different services available. The currencies can be updated on the companies’ group level or individual company level. |
| 4 |
Customer invoices and customer credit notes |
Create or upload bulk customer invoices or customer credit notes. The system also has the functionality to auto-create invoices using the OCR functionality or to auto-create invoices using the email alias functionality. |
| 5 |
Vendor bills and refunds |
Create or upload bulk vendor bills or refunds. The system also has the functionality to auto-create bills using the OCR functionality or to auto-create invoices using the email alias functionality. |
| 6 |
Sales and purchase credit limit |
Trigger alerts when creating invoices and bills for partners exceeding their total receivable or payable amount limit. |
| 7 |
Overview of your journal entries |
Review, edit, and reconcile your journal entries by journal types: purchases, sales, bank and cash, and miscellaneous. |
| 8 |
Customer portal |
Empower your customers through the Customer Portal. Let them view, download, and pay their invoices online. |
| 9 |
Automated follow-ups |
Ensure your credit collection with automated processes: follow-up emails and automated tasks to remind your customers when necessary. |
| 10 |
Automated bank feeds |
Synchronize your bank statements and enjoy automatically imported bank feeds straight within the system. |
| 11 |
Manage cash registers |
Easily track every cash transaction with starting and ending balances. |
| 12 |
Smart reconciliation tool |
Get reconciliation suggestions automatically and register extra journal items on the fly. Manual reconciliations interface for both open and paid invoices. Learning of account numbers based on first manual reconciliation. The system matches 95% of invoices and payments automatically. For the remaining 5%, the smart matching tool is extremely quick and convenient. |
| 13 |
Easy outstanding payments |
Get partial and full reconciliation suggestions straight from the invoice or bank statement. |
| 14 |
Hierarchies of cost accounts |
Structure your analytic accounts automatically based on projects, contracts, departments, etc. |
| 15 |
Analytic distribution |
Analytic JS widget on Invoices/Bills to create analytic distribution “on the spot”, directly from your invoices. Create templates according to your needs to make it even faster. |
| 16 |
Multiple plans |
Manage multiple analytic plans and sub-plans with applicability conditions to shape your analytic multi-dimensions/axes for your company. |
| 17 |
Budget management |
Track your budget and compare actual performance with different budgets. Manage the budget of your financial accounting or analytic accounts. |
| 18 |
Outlook management |
Plan your future with an outlook and compare with actual and budget performance with different outlooks. Manage the forecast of your financial accounting or analytic accounts. |
| 19 |
Mass edit |
Have access to all your analytic items, partners or chart of accounts, and feel free to mass edit them directly without opening any invoice, vendor bill, or journal entry. |
| 20 |
Assets management |
Track assets and depreciation boards and automatically generate amortization entries. Manage all events on your assets in just a few clicks. |
| 21 |
Web-service API |
Connect third-party applications with the web service API. |
| 22 |
Authority and approval matrix |
Enjoy the freedom to define your bespoke authority and approval matrix on different mediums throughout the system. Add multiple approvals based on different amounts. |
| 23 |
Access control management |
With easy-to-use access control management, you can set your own access rights and limit users on different models, views, or menu items. |
| 24 |
Purchase requisition |
A purchase requisition is a vital component of the procurement process, serving as a formal request for the acquisition of goods or services and initiating the necessary steps to fulfil organisational needs while maintaining control and transparency over purchasing activities. |
| 25 |
Request for quotation and purchase order |
Once a purchase requisition is approved, the system auto-creates the request for quotations with the freedom to create multiple RFQs to get quotes from different vendors against the same goods or services. Upon confirming a single RFQ, users have the option to cancel the other RFQs linked with the purchase requisition or to keep them open. |
| 26 |
3-way matching vendor bills |
Capability to create bills for only what you have received and won’t let users create bills from PO without receiving. |
| 27 |
Period closing |
Auto-closes the periods on a monthly basis on a defined number of days after the month end to ensure that everyone should complete all the data entry before closing the period. |
| 28 |
ZATCA compliance |
ZATCA phase 1 and phase 2 compliant to provide a seamless experience with Saudi Arabia’s tax authority. |
| 29 |
Historical data archival |
Holds the functionality to record your multi-year-old data as historical data archival with the option to create accounting impact, so you don’t miss any part of your accounting from the date of your business start. |
| 30 |
Intercompany transactions |
As the system holds the functionality to define multi-companies and holding companies, the system is also capable of recording the intercompany transactions which helps reduce the repetition of data entry and seamless experience. |