Cash flow management with advanced mobile application

Features

Features for Admin

• Add and Manage All Users and Their Roles Efficiently
• Oversee Vendors and Configure Different Vendor Types
• Organize and Manage Companies and Their Branches
• Set Up and Maintain Locations, States, and Cities
• Manage Payment Methods and Bank Account Details
• Track Spent, Pending, and Balance Amounts Seamlessly
• Access Comprehensive Payment and Transaction History
• Categorize Expenses with Credit and Debit Subcategories
• Generate and Export Reports to Excel for Analysis
• Approve or Reject Pending Payments Easily
• Receive Notifications and Alerts for All Transactions
• Apply Filters to Search Transactions by Date, User, or Category, etc.

Features for Fund Managers

• Manage Access for Assigned Bank Accounts
• Oversee Credit and Debit Transactions Securely
• Handle Pending Payments with Streamlined Processes
• Receive Real-Time Notifications and Alerts
• Export Collection and Transaction Reports Effortlessly
• Monitor Multi-Bank Overviews for Financial Clarity

Features for Purchase Managers

• Initiate Purchase Requests with Required Details
• View Available Funds by Specific Branch and Company
• Submit Fund Requests to the Relevant Branch Manager
• Follow Approval Workflows for Branch Manager Requests
• Follow Approval Workflows for Fund Manager Decisions
• Debit Approved Funds from Respective Accounts
• Track the Status of All Purchase Requests Effectively
• Access Detailed Purchase History and Transactions
• Receive Notifications and Alerts for Request Updates
• Generate Reports and Insights on Fund Usage
• Export Reports on Purchases and Transactions to Excel

Features for Branch Managers

• Add and Manage Sales Executives of Their Assigned Branch
• View Pending and Approved Requests for Purchases
• Approve or Reject Purchase Requests Made by Staff
• Add and Manage Detailed Records of All Clients
• Track Collection Amounts Received from All Clients
• View Funds Available by Branch and Assigned Company
• Oversee and Manage Branch-Specific Transactions
• Receive Notifications and Alerts for Approvals and Payments
• Generate Comprehensive Insights and Reports for Analysis
• Export All Reports and Details to Excel for Review

Features for Sales Executives

• Add Collected Amounts Received from Clients Securely
• View Only Their Own Collection Records and Details
• Track the Payment Status of Their Assigned Collections
• Manage Client Payment Details and Pending Amounts
• Update Payment Methods, Including Cash or Card Options
• Access Daily Reports of Their Own Collection Activities
• Receive Notifications for Payment Status and Approvals
• Generate and View Detailed Insights on Payment Collections
• Export Collection Reports for Their Assigned Transactions