How to monitor your finance

Comidor offers a module dedicated to finance management. It consists

of 3 units: income, expenses and budgeting.

INCOME

In the Income unit you can record all

the income of your company.

Create a new income record simply by

clicking the “New” button (+).

The “Income” form

appears. Add a short

description of the

transaction and select its

category (Accounting

code).

Αdd the financial details:

Income: the net amount

Debit: the total amount (including all

taxes and extra charges)

Cash in: the already received amount

(e.g. advanced payment)

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Then you can relate the

record with any account,

project, schedule,

opportunity or contract.

Click the “Save” button.

Finally, you can click the “Review” button and get a graphic chart for the

Income in yearly and monthly basis

EXPENSES

You can also monitor your expenses. Create a new record of expenses by

clicking the “New” button.

Add a short description, and

choose the appropriate

category of the expense.

Complete the financial details:

Expenses: the net amount

Debit: the total amount (including all

taxes and extra charges)

Cash out: the already paid amount (e.g.

advanced payment or monthly charge)

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You can relate the record with any account, project, schedule or

opportunity.

Then click the “Save” button.

In the main screen of the expenses you can monitor the sums of your

transactions in numeric way.

You can click the “Review” button and get a graphic chart for the

Expenses in yearly and monthly basis

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BUGDETING

The last unit is Budgeting. In budgeting you can make predictions of

your financial transactions, in monthly, yearly or any other period you

like in order to make reports.

You can create a new budgeting

record by clicking the “New”

button.

Fill in the fields (they are the same

fields as income and expenses, but

here you use them for predictions)

and click the “Save” button.

Through the budgeting unit you can see in graphical way the Balance

and the Cashflow.

Balance: Graph chart comparing Income and Expenses in yearly and

monthly basis. Click the top right button “Balance”.

Cashflow: Graph chart comparing Cash In to Cash Out in yearly and

monthly basis. Click the top right button “Cashflow”.

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