Finance – InfixAdvocate Module

Revenues originate from the cases, and the cases have the customers as responsible for the payment.

When starting a case, there is a field to inform the amount that will be charged for the services performed in the case.

The key points of the Finance module are:

Chart of accounts

Bank Accounts

Add, Edit, Delete Vendor

Fields: Company Name, First Name, Last Name, Email, Mobile, Alternate mobile, Address, Country, State, City, Tax id

Add, Edit, Delete Service

Fields: Name, Amount, Description

Add, Edit, Delete Tax

Fields: Tax Name, Tax Rate, Description

Create Income Invoice Based on Service or individual Case billed to Clients

Create Expense Invoice Based on Contracted Service Billed from Vendor

Add, Edit, Delete Extra income

Add, Edit, Delete Extra Expense

Profit Calculation based on income and expense

Transaction ReportAccount Statement

Account Ledger for Vendor, Client, Bank account, Chart of accounts, Tax

expense type

add expense

Add income

Income Type

Invoice for each case

Transaction Report

Account Statement

Account Ledger for Vendor, Client, Chart of accounts