26. Transform your vision – ask us how!
1. Set up the ERP accounting module.
2. Define your chart of accounts.
3. Integrate your bank accounts with the ERP.
4. Set up tax codes and rates.
5. Configure currency settings.
6. Create customer profiles in the ERP.
7. Input supplier/vendor information.
8. Establish payment terms for customers and suppliers.
9. Set up invoice templates.
10. Customise billing settings.
11. Generate sales orders in the ERP.
12. Convert sales orders into invoices.
13. Automate recurring invoices for regular clients.
14. Track invoice status (sent, paid, overdue).
15. Send automated payment reminders to customers.
16. Record payments received against invoices.
17. Process supplier invoices for payments.
18. Automate payment approvals.
19. Reconcile bank statements with ERP records.
20. Generate financial reports (P&L, balance sheet).
21. Track expenses and categorise them.
22. Manage VAT/GST calculations.
23. Monitor accounts receivable and payable.
24. Set up automated journal entries.
25. Perform monthly/quarterly/yearly financial close.
26. OPTIONAL* Book a demo with the MISS Enterprise team so that I can SHOW you how to do all this!