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 ServicesCustomers, the diary, 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 customerPrice it, bill it, and chase what was quoted — 5 tools
  • BuyingCommitted before the work starts — 9 tools
  • BillsWhat arrived, checked against what was ordered — 10 tools
  • BudgetsWhat it will need, and what was approved — 8 tools
  • ClaimsWhat somebody spent and is owed back — 1 tool
  • Money owed to youAged, chased, agreed and reviewed — 6 tools
  • ReconcilingThe statement against the ledger, and the bank against both — 2 tools
  • Get paidEstimates, invoices, payments, and who still owes you
  • SpendExpenses, bills you have not paid, and who you buy from
  • Bills to approveSupplier invoices waiting to be checked, coded and approved
  • Recurring billingSet up repeating invoices once, and raise each one in a click
  • BankingYour accounts, imported transactions, and reconciling to a statement
  • ReportsProfit, balance sheet, cash flow and aging — from your books
  • BooksThe categories behind your reports, and the accounting settings
  • Finance settingsPayment terms, your price book, sales tax and invoice reminders
  • DocumentsEverything you have filed, ready to reopen or print