Finance

Work out the number

A figure you can show somebody, from numbers you entered

All of Finance

What work out the number covers in Finance

A figure you can show somebody, from numbers you entered. That is the job Work out the number does inside CompliMaint Finance, and it holds 6 tools for it — money to handle. Each opens at its own address, free, with no account and nothing to install. The app around them is for estimates, invoices, recurring billing and real books underneath.

The questions this section answers

6 money to handle: billed, collected, or costed.

Connected CompliMaint apps

  • CompliMaint Services — Customers, the schedule, estimates and invoices — the whole of a service business. 5 tools in work out the number are work Services does too, at the same address.

Where to go next

  • Billing a customer — Price it, bill it, and chase what was quoted — 5 tools
  • Buying — Committed before the work starts — 9 tools
  • Bills — What arrived, checked against what was ordered — 10 tools
  • Budgets — What it will need, and what was approved — 8 tools
  • Claims — What somebody spent and is owed back — 1 tool
  • Money owed to you — Aged, chased, agreed and reviewed — 6 tools
  • Reconciling — The statement against the ledger, and the bank against both — 2 tools
  • Get paid — Estimates, invoices, payments, and who still owes you
  • Spend — Expenses, bills you have not paid, and who you buy from
  • Bills to approve — Supplier invoices waiting to be checked, coded and approved
  • Spend control — Purchases and POs, approvals, vendor invoices checked, and what is paid
  • Recurring billing — Set up repeating invoices once, and raise each one in a click
  • Banking — Your accounts, imported transactions, and reconciling to a statement
  • Reports — Profit, balance sheet, cash flow and aging — from your books
  • Books — The categories behind your reports, and the accounting settings
  • Finance settings — Payment terms, your price book, sales tax and invoice reminders
  • Documents — Everything you have filed, ready to reopen or print