Dolibarr's "Financial Management" module offers several key features for effective management of the company's financial and commercial performance. Here is a description of the features:

Analytical accounting: This feature allows you to track and analyze costs and revenues in detail by project, activity, or cost center. This helps identify profitable areas and those requiring special attention. You will find an analytical accounting report by project, where various elements such as signed quotes, invoices, purchases, expense reports, planned time, time spent, and net margin are analyzed to assess the performance of projects.

Commitment accounting: This function allows you to track the company's financial commitments, such as invoices and expenses, even if they are not yet recorded in the general ledger. It shows you a profit and loss report by financial year, where all invoices, expenses, and other financial elements are analyzed, including those that have not yet been recorded in the general ledger.

Global turnover: The global turnover is tracked and analyzed through different reports, allowing the company to have an overview of its financial performance. You will find a report of the turnover collected by third party, where the recorded payments are analyzed to calculate the turnover actually received.

Turnover by customer: This feature allows you to analyze the turnover generated by each customer, helping to identify the most profitable customers. This analysis can be useful for making strategic decisions in customer management.

The "Financial Steering" module offers you configuration options to customize reports and analyses according to the specific needs of the company. The module allows you to generate detailed and personalized reports, using real data for informed decision-making.

Financial Management Module Demo

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