Bookkeeping and Finance Workflow

1. Generating Sales Quote and Approval Process Manager creates Sales quote and send it to clients' approval,
Client receives an email with quote in PDF form attached,
Client can approve/reject the quote by going to the system,
Manager receives notification, approved quote can be converted to Invoice. Rejected quote can be edited and resent.

2. Sales Quote and Approval Process - Client can approve/reject the quote by going to the system
Manager receives notification, approved quote can be converted to Invoice. Rejected quote can be edited and resent

3. Generating Invoice and sending to client- Manager creates invoice or converts approved sales quote to invoice
Emails Invoice to client, print out invoice in PDF form
Bookkeeping is done by system
Receive payment and registers in the system.

4. Generating Receipt and sending to client- Once payment received and registered manager can generate Receipt in View invoice by just one click, Receipt can be emailed to client in PDF form directly from the system with user’s custom message

5. Registering Expense Report & Approval Process- Employee add expense report and submits it for manager's approval
Project related expense claims sent to Project manager and general expenses send to department leader or director
Manager receives email, views it online and approves/declines
For Approved Expenses system will do bookkeeping, rejected expense claims needs to be updated and resubmitted.