WbizManager

Customers, invoices, receipts, credit notes and recurring invoices.

• Add a customer
• Create an invoice
• Manage an invoice

Buying from start to finish: vendors, requisitions, requests for quote, purchase orders and their approvals, goods received, vendor bills, payments and debit notes.

• The purchase process
• Add a vendor
• Create a material requisition

Products and services, stock levels, locations and transfers.

• Add products and services

Leave, expenses, loans and appraisals from your own employee workspace.

• My workspace overview
• Apply for leave
• Track your leave

Financial statements, trial balance, general ledger, customer and vendor reports, tax returns, control, currency, management and fixed asset reports: what each one answers and how its figures are worked out.

• Reports overview
• Statement of Financial Position
• Statement of Profit or Loss

Approve your team's leave, expenses and loans, and appraise your team.

• Managers overview
• Approve leave
• Approve expenses

The chart of accounts, opening balances, journals, budgets, bank reconciliation, approvals, period and year-end closing, fixed assets, and what each document posts to your ledger.

• Accounting overview
• What gets posted
• Set up the chart of accounts

Set up and run leave, expenses, loans and performance for the whole company.

• HR setup overview
• Set up employees and supervisors
• Set up HR settings

Company setup: dimensions, currencies, taxes, default accounts and number series.

• Settings overview
• Set up your company profile
• Set up dimensions