Finance | CrafLogix - Turning Process into Progress

Accounts

Chart of accounts

Journals

Draft → Approve

Periods

Fiscal control

Invoices

From sales or purchase

Payments

Against invoices

Ledgers

Customer / supplier

Reports

P&L / Balance Sheet

Aging

Who owes whom

Order invoices

Optional switch

Packaging

Confirmed at quote

Chart of accounts with a one-click start option
Journal entries: draft, approve, reject, or reverse — lines must balance
Fiscal periods to control which dates you post into
Invoices and payments from a sales order or a purchase order (not both on one invoice)
Optional switch to allow Create Invoice on order screens (off by default)
Customer and supplier ledgers; P&L, Balance Sheet, and aging reports
Finance packaging is confirmed when you request a quote — it is not one of the seven standard subscription modules today

Works with: Sales Procurement Platform

1

Set up account types and accounts, then post journals with balanced lines and fiscal periods.

2

Create an invoice from a sales order or a purchase order (one or the other), then record payments.

3

Profit & Loss, Balance Sheet, and aging — plus customer and supplier statements.

Finance — Accounts, Invoices & Reports