FI- Processes
Key processes trigerred by Sales team are as given below:
- Asset Accounting
- Taxation
- Cash & Bank: Variant - Bank Accounting
Key activites that need to be performed in the given sequence are as given below:
Asset Accounting
| Activity | Executed by | Navigation | Link |
|---|---|---|---|
| Asset Retirement | Finance Manager | Home > Assets > Asset | Click Here |
| Asset depreciation schedule | Finance Manager | Home > Assets > Asset | Click Here |
Taxation
| Activity | Executed by | Navigation | Link |
|---|---|---|---|
| Purchase Invoice Verification & Submit | AP Executive / Finance Manager | Home > Go to Buying Module > Go to Purchase Invoice | Click Here |
| Payment entry JV against billing ID sent by the Tax Consultant | Tax Consultant / Finance Manager | Home > Accounting > Journal Entry | Click Here |
Cash & Bank
| Activity | Executed by | Navigation | Link |
|---|---|---|---|
| Payment Reconciliation | Finance Manager | Home > Accounting Module > Payment Reconciliation | Click Here |
| Bank Clearance | Finance Manager | Home > Accounting Module > Bank Clearance | Click Here |
| Bank Statement Import | Finance Manager | Home > Accounting > Bank Statement Import | Click Here |
| Bank Reconciliation Tool Usage | Finance Manager | Home > Accounting Module > Bank Reconciliation Tool | Click Here |
| Bank Reconciliation Report Generation | Finance Manager | Home > Accounting Module > Reports > Bank Reconciliation Report | Click Here |