1) To access the Finances page, click on “Finances” menu from top main menu as shown below:
2) The system will navigate the user to the SPG Finances page as shown below:
3) The Finances page consists of eight parts: Label 1, Label 2, Label 3, Label 4, Label 5, Label 6, Label 7, Label 8 and Label 9.
- Label 1 – this is the “Quick Create” dropdown shortcut.
- The dropdown selections are as shown below
- Label 2 – this section shows the curved line graph of the cashflow summary for the client account and office account.
- This cash flow summary shows the operating expenditure with respect to each month.
- From the curved line graph, users can observe the cash flow and make comparisons to help company management
- User can view the accumulated amount of an account for a specific month by hovering over the point on the curved line as shown below:
- Label 3 – this section shows the pie chart of the expense summary account.
- The pie chart shows the total expenses accumulated for soft cost, hard cost and salaries.
- The expense category is grouped by different color code as follows:
- Pink – soft cost.
- Blue – hard cost.
- Maroon – salaries.
- Users can view the accumulated amount of a specific expense category by hovering over the chart according to color as shown below:
- Label 4 – this section shows the bar chart of the flat fee summary.
- The bar chart shows the total amount of flat fee accumulated with respect to each month.
- Each month is labelled with its name and different color code.
- Users can view the accumulated amount of flat fee for a specific month by hovering over the chart as shown below:
- Label 5 – this section shows the bar chart of the payment summary.
- The bar chart shows the total amount of payment accumulated with respect to each month.
- Each month is labelled with its name and different color code.
- Users can view the accumulated amount of flat fee for a specific month by hovering over the chart as shown below:
- Label 6 – this section shows the bar chart of the invoices created.
- The bar chart shows the total amount of invoices created with respect to each month.
- Each month is labelled with its name and different color code.
- Users can view the total amount of invoices accumulated for a specific month by hovering over the chart as shown below:
- Label 7 – this section shows the finance summary for client account, office account, and total credit and debit.
- The section will show the summary of total amount for client account, office account, and total credit and debit.
- Label 8 – this section shows the overall general ledger for the firm expenses and profit.
- Selecting an item from the general ledger will direct the user to the item information details page.
- The maximum number of entries displayed per page is 10 entries. The next following 11th entries will be displayed on the next page of the general ledger.