Description of the functional

The Finance module in the ITFin system provides comprehensive management of financial operations and accounting. It enables the creation and maintenance of a structured list of accounts for bookkeeping, as well as the customization and adaptation of the chart of accounts according to the specifics of the company’s activities. The system allows for the classification and tracking of various types of income and expenses, accounting, and monitoring of all financial transactions, including profits and costs, as well as efficient management of bank accounts and cash flow.

What task does it solve?

This module contributes to the organized accounting of financial operations. It helps companies efficiently plan and control budgets, track expenses and revenues, and ensures the accuracy and timeliness of financial reporting. The integration of various financial tools allows for the optimization of financial operations and minimizes risks associated with accounting and cash management.

Access

accounting_manage_finance_accounts
Access to edit financial accounts, cash flow structure, and P&L
accounting_see_finance_accounts
Access to view financial accounts, cash flow structure, and P&L
finance_can_see_document_types
Access to view and select transaction types when approving transactions
finance_can_manage_document_types
Enables the Settings > Document Types tab and allows configuring the logic of document types and postings created upon their selection
finance_see_any_transactions
Enables the General Ledger tab and access to transaction data within it
finance_close_any_period
Enables the button to lock the P&L period
projects_finance_data
Enables tabs containing financial data in the project
projects_vacancies_finance
WARNING! This option grants access to financial data for all vacancies across all projects and allows navigation to the Team > Vacancies section.

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